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| Name: |
BMS Financial Advisors LLC |
| City: |
RAPID CITY |
| State: |
SD |
| Zip: |
57702 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
ITE |
Spdr Brcly Cap Intrmd Trm |
4 |
- |
$27.96 |
$8,322,000 |
294,180 |
5.43% |
8,082,000 |
285,872 |
0.03 |
Closed - End Fund - E... |
|
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PXLG |
Invesco Russell Top 200 Pur... |
5 |
- |
$104.73 |
$8,045,000 |
88,617 |
5.25% |
6,370,000 |
68,985 |
0.195 |
N/A |
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IEFA |
Ishares Core Msci Eafe |
48 |
- |
$0.00 |
$533,000 |
7,894 |
0.35% |
8,000 |
34 |
0 |
N/A |
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LIN |
Linde Plc |
57 |
- |
$430.82 |
$433,000 |
1,137 |
0.28% |
433,000 |
1,137 |
0 |
N/A |
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IWB |
ishares trust Russell 1000 |
79 |
- |
$291.20 |
$358,000 |
1,469 |
0.23% |
55,000 |
122 |
0.001 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
87 |
- |
$86.66 |
$333,000 |
4,731 |
0.22% |
117,000 |
1,352 |
0.001 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
93 |
- |
$44.40 |
$305,000 |
7,485 |
0.2% |
6,000 |
81 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
113 |
- |
$412.76 |
$201,000 |
589 |
0.13% |
201,000 |
589 |
0 |
Property & Casualty I... |
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