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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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Filing Period: |
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| Holdings
Found :
6 |
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Menu
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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 |
|
IVV |
iShares Core S&P 500 Etf |
5 |
- |
$532.13 |
$5,405,000 |
10,280 |
4.59% |
-725,000 |
-2,554 |
0 |
Closed - End Fund - E... |
|
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EFV |
iShares MSCI EAFE Value Ind... |
17 |
- |
$0.00 |
$935,000 |
17,194 |
0.79% |
-320,000 |
-6,891 |
0.001 |
Closed - End Fund - E... |
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BAX |
Baxter International Inc |
20 |
- |
$40.93 |
$847,000 |
19,818 |
0.72% |
-68,000 |
-3,852 |
0.004 |
Medical Instruments &... |
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TLT |
iShares Tr Lehman 20+yr Tres |
26 |
- |
$91.39 |
$612,000 |
6,472 |
0.52% |
-127,000 |
-1,005 |
0.001 |
Closed - End Fund - E... |
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ESGU |
Ishares Msci Usa Esg Optimized |
35 |
- |
$0.00 |
$358,000 |
3,116 |
0.3% |
-294,000 |
-3,094 |
0 |
N/A |
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IEMG |
Ishares Core Msci Emerging ... |
42 |
- |
$54.95 |
$238,000 |
4,618 |
0.2% |
-369,000 |
-7,374 |
0 |
N/A |
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