0001792704-24-000002.txt : 20240503
0001792704-24-000002.hdr.sgml : 20240503
20240503120716
ACCESSION NUMBER: 0001792704-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240503
DATE AS OF CHANGE: 20240503
EFFECTIVENESS DATE: 20240503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BCR Wealth Strategies, LLC
CENTRAL INDEX KEY: 0001908380
ORGANIZATION NAME:
IRS NUMBER: 943423851
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21790
FILM NUMBER: 24911764
BUSINESS ADDRESS:
STREET 1: 1952 URBAN CENTER PARKWAY
CITY: VESTAVIA
STATE: AL
ZIP: 35173
BUSINESS PHONE: 205-298-1234
MAIL ADDRESS:
STREET 1: 1952 URBAN CENTER PARKWAY
CITY: VESTAVIA
STATE: AL
ZIP: 35173
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001908380
XXXXXXXX
03-31-2024
03-31-2024
BCR Wealth Strategies, LLC
1952 URBAN CENTER PARKWAY
VESTAVIA
AL
35173
13F HOLDINGS REPORT
028-21790
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
05-03-2024
0
21
147726
false
INFORMATION TABLE
2
bcr13fexport03312024.xml
ADVANCED DRAIN SYS INC DEL
COM
00790R104
230
1335
SH
SOLE
0
0
1335
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
356
3791
SH
SOLE
0
0
3791
AMERICAN CENTY ETF TR
US EQT ETF
025072885
55612
621353
SH
SOLE
0
0
621353
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
18893
296406
SH
SOLE
0
0
296406
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
917
15806
SH
SOLE
0
0
15806
AMERICAN CENTY ETF TR
AVANTIS CORE FI
025072562
20735
502663
SH
SOLE
0
0
502663
APPLE INC
COM
037833100
264
1537
SH
SOLE
0
0
1537
DEERE & CO
COM
244199105
385
937
SH
SOLE
0
0
937
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
704
12917
SH
SOLE
0
0
12917
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
20496
488569
SH
SOLE
0
0
488569
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
10714
420299
SH
SOLE
0
0
420299
EMERSON ELEC CO
COM
291011104
399
3511
SH
SOLE
0
0
3511
ENCOMPASS HEALTH CORP
COM
29261A100
840
10171
SH
SOLE
0
0
10171
ISHARES TR
BLACKROCK ULTRA
46434V878
3124
61785
SH
SOLE
0
0
61785
META PLATFORMS INC
CL A
30303M102
1121
2308
SH
SOLE
0
0
2308
NVIDIA CORPORATION
COM
67066G104
245
271
SH
SOLE
0
0
271
SOUTHERN CO
COM
842587107
468
6518
SH
SOLE
0
0
6518
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2504
4786
SH
SOLE
0
0
4786
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
833
4750
SH
SOLE
0
0
4750
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
8622
99695
SH
SOLE
0
0
99695
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
264
2385
SH
SOLE
0
0
2385