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  Name: BCU Wealth Advisors LLC
  City: Vernon Hills
  State: IL
  Zip: 60061
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,767,000
  Total Value Change : $25,652,000
  Securities Held Change : 6
   
All Securities Held : 45
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 28
  Unchanged Positions : 1
  Decreased Positions : 6

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (DYNF)1 Year Chart         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
   (IVE)1 Year Chart         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...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 28 New $0.00 $521,000 9,933 0.44% 521,000 9,933 0.011    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 30 New $0.00 $482,000 8,380 0.41% 482,000 8,380 0.001    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 31 New $0.00 $476,000 13,652 0.4% 476,000 13,652 0.002    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 40 New $88.46 $271,000 3,020 0.23% 271,000 3,020 0    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 41 New $121.79 $256,000 283 0.22% 256,000 283 0    Semiconductor - Speci...
   (IXC)1 Year Chart         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...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 44 New $427.87 $224,000 532 0.19% 224,000 532 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 45 New $187.06 $220,000 1,217 0.19% 220,000 1,217 0    Internet Software & S...

      10 Records Found
  1    
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