本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BCO Wealth Management LLC (CIK 2054749) reported $183.4M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($39.2M, 21.37%), DCOR ($33.2M, 18.11%), DFCF ($22.4M, 12.21%), DFIC ($19.8M, 10.81%), DFSD ($17.1M, 9.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $39.2M | 21.37% | 883,317 | Added |
| 2 | DCOR | DIMENSIONAL ETF TRUST | $33.2M | 18.11% | 405,069 | Added |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $22.4M | 12.21% | 530,572 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $19.8M | 10.81% | 532,087 | Added |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $17.1M | 9.32% | 357,978 | Trimmed |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $10.7M | 5.81% | 262,316 | Added |
| 7 | MUB | ISHARES TR | $9.0M | 4.88% | 83,192 | Trimmed |
| 8 | DFNM | DIMENSIONAL ETF TRUST | $5.4M | 2.96% | 112,137 | Added |
| 9 | SUB | ISHARES TR | $4.2M | 2.29% | 39,461 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $3.6M | 1.95% | 48,688 | Trimmed |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $2.9M | 1.59% | 78,921 | Added |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 1.33% | 29,835 | Hold |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $852,880 | 0.47% | 10,358 | Added |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.41% | 1 | Hold |
| 15 | IVV | ISHARES TR | $700,213 | 0.38% | 935 | Hold |
| 16 | MGK | VANGUARD WORLD FD | $592,074 | 0.32% | 6,735 | Added |
| 17 | IXC | ISHARES TR | $560,033 | 0.31% | 11,399 | Trimmed |
| 18 | DXUV | DIMENSIONAL ETF TRUST | $550,953 | 0.30% | 8,285 | Added |
| 19 | LEND | SEI EXCHANGE TRADED FUNDS | $548,606 | 0.30% | 21,795 | New |
| 20 | IRM | IRON MTN INC DEL | $539,975 | 0.29% | 4,275 | Hold |
| 21 | MGV | VANGUARD WORLD FD | $529,905 | 0.29% | 3,242 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $525,837 | 0.29% | 2,628 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $509,898 | 0.28% | 1,019 | Hold |
| 24 | EXR | EXTRA SPACE STORAGE INC | $499,396 | 0.27% | 3,437 | Hold |
| 25 | COP | CONOCOPHILLIPS | $483,622 | 0.26% | 4,652 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30