BCU Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Vernon Hills, IL
CIK
0002003570
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
45
117,767
DFAC, DFIC, DFSD, DFCF
13F-HR
5/3/2024
000200357024000004
Q4 2023
39
92,113
DFAC, DFIC, DFSD, IVV
RESTATEMENT
5/2/2024
000200357024000003
Additional filings from BCU Wealth Advisors, LLC that have since been restated
Q4 2023