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