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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
Found :
27 |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$31.91 |
$49,779,000 |
1,558,015 |
42.27% |
13,074,000 |
302,279 |
0.173 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$12,299,000 |
459,777 |
10.44% |
2,530,000 |
77,138 |
0.051 |
N/A |
|
|
DFSD |
Dfa Dimensional Short-durat... |
3 |
- |
$0.00 |
$7,665,000 |
162,954 |
6.51% |
1,335,000 |
28,300 |
0.181 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
4 |
- |
$0.00 |
$5,498,000 |
131,069 |
4.67% |
975,000 |
24,404 |
0.146 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
6 |
- |
$0.00 |
$4,593,000 |
100,738 |
3.9% |
1,394,000 |
31,303 |
0.004 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
7 |
- |
$0.00 |
$3,800,000 |
149,092 |
3.23% |
737,000 |
26,386 |
0.144 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
8 |
- |
$0.00 |
$2,377,000 |
78,656 |
2.02% |
873,000 |
26,133 |
0.061 |
N/A |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
9 |
- |
$0.00 |
$2,323,000 |
63,574 |
1.97% |
909,000 |
21,042 |
0.071 |
N/A |
|
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QUAL |
Ishares Msci Usa Quality Fa... |
10 |
- |
$0.00 |
$1,677,000 |
10,205 |
1.42% |
239,000 |
433 |
0.001 |
N/A |
|
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DFAR |
Dfa Dimensional Us Real Est... |
12 |
- |
$0.00 |
$1,494,000 |
66,785 |
1.27% |
275,000 |
13,193 |
0.074 |
N/A |
|
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DFIP |
Dfa Dimensional Inflation-p... |
13 |
- |
$0.00 |
$1,449,000 |
35,135 |
1.23% |
150,000 |
3,678 |
0.039 |
N/A |
|
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MBB |
iShares Barclays MBS Bond |
14 |
- |
$90.60 |
$1,229,000 |
13,293 |
1.04% |
147,000 |
1,791 |
0.001 |
Closed - End Fund - E... |
|
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IVW |
ishares tr S&P 500 BARRA GR |
15 |
- |
$88.14 |
$1,198,000 |
14,193 |
1.02% |
832,000 |
9,321 |
0.003 |
Closed - End Fund - E... |
|
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EFG |
iShares MSCI EAFE Growth ETF |
18 |
- |
$0.00 |
$922,000 |
8,883 |
0.78% |
121,000 |
608 |
0.001 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
19 |
- |
$155.34 |
$882,000 |
4,845 |
0.75% |
136,000 |
31 |
0 |
Drug Manufacturers - ... |
|
|
CVS |
CVS/Caremark Corp |
21 |
- |
$53.63 |
$830,000 |
10,406 |
0.7% |
232,000 |
2,834 |
0.001 |
Drug Stores |
|
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DFAE |
Dfa Dimensional Emerging Co... |
22 |
- |
$0.00 |
$685,000 |
27,696 |
0.58% |
244,000 |
9,409 |
0.007 |
N/A |
|
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IYW |
iShares Trust DJ US Sector |
23 |
- |
$143.08 |
$685,000 |
5,070 |
0.58% |
112,000 |
406 |
0 |
Closed - End Fund - E... |
|
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AAPL |
Apple Inc |
24 |
- |
$189.99 |
$622,000 |
3,627 |
0.53% |
-14,000 |
322 |
0 |
Personal Computers |
|
|
VIG |
Vanguard Dividend Appreciat... |
27 |
- |
$180.28 |
$540,000 |
2,959 |
0.46% |
37,000 |
9 |
0.001 |
Closed - End Fund - Debt |
|
|
ABT |
Abbott Laboratories |
29 |
- |
$101.95 |
$507,000 |
4,458 |
0.43% |
18,000 |
15 |
0 |
Drug Manufacturers - ... |
|
|
QQQ |
Invesco QQQ Trust Series I |
32 |
- |
$459.68 |
$454,000 |
1,023 |
0.39% |
36,000 |
2 |
0 |
Closed - End Fund - Debt |
|
|
MGC |
Vanguard Mega Cap 300 Index... |
33 |
- |
$185.36 |
$444,000 |
2,374 |
0.38% |
43,000 |
4 |
0.01 |
Closed - End Fund - E... |
|
|
SPHQ |
Powershares S&P 500 High Q |
36 |
- |
$61.97 |
$321,000 |
5,305 |
0.27% |
35,000 |
15 |
0.005 |
Closed - End Fund - Debt |
|
|
DSTL |
Distillate Us Fundamental S... |
37 |
- |
$0.00 |
$314,000 |
5,826 |
0.27% |
27,000 |
11 |
0.01 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
38 |
- |
$57.21 |
$285,000 |
4,906 |
0.24% |
22,000 |
21 |
0.002 |
N/A |
|
|
IWY |
iShares Trust |
39 |
- |
$203.39 |
$279,000 |
1,432 |
0.24% |
28,000 |
2 |
0.002 |
N/A |
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