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Name: |
BCU Wealth Advisors LLC |
City: |
Vernon Hills |
State: |
IL |
Zip: |
60061 |
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data |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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DYNF |
Blackrock Us Equity Factor ... |
11 |
New |
$45.93 |
$1,597,000 |
35,970 |
1.36% |
1,597,000 |
35,970 |
0.4 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
16 |
New |
$183.60 |
$961,000 |
5,142 |
0.82% |
961,000 |
5,142 |
0.004 |
Closed - End Fund - E... |
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BINC |
Blackrock Flexible Income Etf |
28 |
New |
$0.00 |
$521,000 |
9,933 |
0.44% |
521,000 |
9,933 |
0.011 |
N/A |
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EMXC |
Ishares Msci Emerging Marke... |
30 |
New |
$0.00 |
$482,000 |
8,380 |
0.41% |
482,000 |
8,380 |
0.001 |
N/A |
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HEFA |
Ishares Currency Hedged Msc... |
31 |
New |
$0.00 |
$476,000 |
13,652 |
0.4% |
476,000 |
13,652 |
0.002 |
N/A |
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EMB |
iShares JPMorgan USD Emerg ... |
40 |
New |
$88.46 |
$271,000 |
3,020 |
0.23% |
271,000 |
3,020 |
0 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
41 |
New |
$121.79 |
$256,000 |
283 |
0.22% |
256,000 |
283 |
0 |
Semiconductor - Speci... |
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IXC |
iShares tr S&P Glbl Energy |
43 |
New |
$42.06 |
$235,000 |
5,472 |
0.2% |
235,000 |
5,472 |
0.006 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
44 |
New |
$427.87 |
$224,000 |
532 |
0.19% |
224,000 |
532 |
0 |
Application Software |
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AMZN |
Amazon.com Inc |
45 |
New |
$187.06 |
$220,000 |
1,217 |
0.19% |
220,000 |
1,217 |
0 |
Internet Software & S... |
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