Titelia

Holdings of BCU Wealth Advisors, LLC

57 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 84.1 % of the equity sleeve

Sector breakdown

  • Funds 7.0 %
  • Health care 1.0 %
  • Consumer staples 0.6 %
  • Industrials 0.5 %
  • Technology 0.4 %
  • Energy 0.3 %
  • Financials 0.3 %
  • Communication 0.1 %
  • Consumer discretionary 0.1 %
  • Unattributed 89.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US57236.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 3,058,573118.9M $
2Dimensional International Core 1,073,06238.1M $
3Dimensional ETF Trust 265,02211.2M $
4iShares Trust 127,6185.9M $
5iShares Core S&P 500 ETF 8,5465.6M $
6Dimensional Inflation-Protecte 116,0004.8M $
7Dimensional ETF Trust 170,0394M $
8iShares Trust 18,3533.9M $
9BlackRock ETF Trust 58,6123.4M $
10iShares Trust 30,0053.4M $
11iShares Core MSCI Emerging Markets ETF 43,8743.1M $
12iShares Trust 39,3412.9M $
13iShares Trust 19,6342M $
14iShares MBS ETF 20,5402M $
15iShares MSCI EAFE Growth ETF 16,9631.9M $
16iShares Trust 9,5401.8M $
17iShares Trust 79,8571.8M $
18iShares MSCI USA Momentum Factor ETF 6,3411.5M $
19BlackRock ETF Trust 38,8661.4M $
20iShares Trust 23,6141.2M $
21BlackRock ETF Trust II 21,7971.1M $
22AbbVie Inc 5,0891.1M $
23BlackRock ETF Trust 26,8751.1M $
24iShares Defense Industrials Ac 31,4841M $
25Exxon Mobil Corp 4,330734.6K $
26VANGUARD WORLD FUND 2,812664.7K $
27Coca-Cola Co/The 8,665658.9K $
28Invesco QQQ Trust Series 1 1,134654.7K $
29VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,027651.1K $
30General Electric Co 2,105597.4K $
31CVS Health Corp 7,726554.9K $
32Vanguard Total Stock Market ETF 1,634524.1K $
33iShares Core Dividend Growth ETF 7,281511K $
34NVIDIA Corp 2,830493.6K $
35Abbott Laboratories 4,749487.6K $
36iShares ESG Aware MSCI USA ETF 3,272462.8K $
37GE Vernova Inc 520454.3K $
38Ishares Gold Trust 4,790422.3K $
39Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 5,405406.4K $
40Vanguard Total Bond Market ETF 5,065373K $
41Walmart Inc 2,978370.1K $
42Blackstone Inc 3,200368K $
43Baxter International Inc 21,145355.2K $
44iShares Russell Top 200 Growth 1,401348.7K $
45Distillate US Fundamental Stability & Value ETF 5,928343.1K $
46Philip Morris International Inc. 2,070342.2K $
47Johnson & Johnson 1,308319.6K $
48iShares National Muni Bond ETF 2,871304.7K $
49Alphabet Inc 1,061304.3K $
50iShares Convertible Bond ETF 2,630267.8K $
51Microsoft Corp 710262.8K $
52Amazon.com Inc 1,217253.5K $
53JPMorgan Chase & Co 844248.1K $
54EMCOR Group Inc 332245.4K $
55Apple Inc 950241.1K $
56SELECT SECTOR SPDR TRUST (THE) 1,799239K $
57iShares MSCI EAFE Min Vol Factor ETF 2,328212.7K $