0002003570-24-000002.txt : 20240209 0002003570-24-000002.hdr.sgml : 20240209 20240209153403 ACCESSION NUMBER: 0002003570-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BCU Wealth Advisors, LLC CENTRAL INDEX KEY: 0002003570 ORGANIZATION NAME: IRS NUMBER: 460916007 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23673 FILM NUMBER: 24614427 BUSINESS ADDRESS: STREET 1: 300 N MILWAUKEE AVE CITY: VERNON HILLS STATE: IL ZIP: 60061 BUSINESS PHONE: 847-932-8007 MAIL ADDRESS: STREET 1: 300 N MILWAUKEE AVE CITY: VERNON HILLS STATE: IL ZIP: 60061 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002003570 XXXXXXXX 12-31-2023 12-31-2023 false BCU Wealth Advisors, LLC

300 N Milwaukee Ave Vernon Hills IL 60061

13F COMBINATION REPORT 028-23673 000164173 801-81122 0001403438 028-12526 LPL Financial LLC 0001299351 028-10986 Madison Asset Management, LLC 0001018331 028-05788 NATIXIS ADVISORS, L.P. N Scott L. Comeau 847-932-8007 /s/ Scott L. Comeau Vernon Hills IL 02-09-2024 1 39 92113945 1 0002004832 Baxter Credit Union INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 488999 4443 SH DFND 1 0 0 4442 ABBVIE INC COM 00287Y109 745962 4814 SH DFND 1 0 0 4813 APPLE INC COM 037833100 636229 3305 SH DFND 1 0 0 3304 BAXTER INTL INC COM 071813109 915092 23670 SH DFND 1 0 0 23670 COCA COLA CO COM 191216100 590456 10020 SH DFND 1 0 0 10019 CVS HEALTH CORP COM 126650100 597871 7572 SH DFND 1 0 0 7571 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1218685 53592 SH DFND 1 0 0 53592 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 6330094 134654 SH DFND 1 0 0 134654 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4522591 106665 SH DFND 1 0 0 106664 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 9768782 382639 SH DFND 1 0 0 382639 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1414185 42532 SH DFND 1 0 0 42531 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1504254 52523 SH DFND 1 0 0 52522 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 440900 18287 SH DFND 1 0 0 18287 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3062749 122706 SH DFND 1 0 0 122706 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 36705169 1255736 SH DFND 1 0 0 1255736 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 1298537 31457 SH DFND 1 0 0 31456 ETF SER SOLUTIONS DISTILLATE US 26922A321 287109 5815 SH DFND 1 0 0 5815 GENERAL ELECTRIC CO COM NEW 369604301 265329 2079 SH DFND 1 0 0 2078 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 286101 5290 SH DFND 1 0 0 5290 INVESCO QQQ TR UNIT SER 1 46090E103 418229 1021 SH DFND 1 0 0 1021 ISHARES INC CORE MSCI EMKT 46434G103 606536 11992 SH DFND 1 0 0 11991 ISHARES TR MBS ETF 464288588 1082091 11502 SH DFND 1 0 0 11501 ISHARES TR S&P 100 ETF 464287101 416497 1864 SH DFND 1 0 0 1864 ISHARES TR CORE S&P500 ETF 464287200 6130130 12834 SH DFND 1 0 0 12834 ISHARES TR EAFE VALUE ETF 464288877 1254827 24085 SH DFND 1 0 0 24084 ISHARES TR S&P 500 GRWT ETF 464287309 365882 4872 SH DFND 1 0 0 4871 ISHARES TR ESG AWR MSCI USA 46435G425 651541 6210 SH DFND 1 0 0 6209 ISHARES TR U.S. TECH ETF 464287721 572507 4664 SH DFND 1 0 0 4664 ISHARES TR MSCI USA QLT FCT 46432F339 1437816 9772 SH DFND 1 0 0 9771 ISHARES TR IBOXX INV CP ETF 464287242 545405 4929 SH DFND 1 0 0 4928 ISHARES TR EAFE GRWTH ETF 464288885 801393 8275 SH DFND 1 0 0 8274 ISHARES TR RUS TP200 GR ETF 464289438 250547 1430 SH DFND 1 0 0 1429 ISHARES TR TRS FLT RT BD 46434V860 895578 17745 SH DFND 1 0 0 17744 ISHARES TR 20 YR TR BD ETF 464287432 739350 7477 SH DFND 1 0 0 7477 ISHARES TR CORE DIV GRWTH 46434V621 262891 4885 SH DFND 1 0 0 4884 ISHARES TR CORE TOTAL USD 46434V613 3198882 69435 SH DFND 1 0 0 69435 SPDR SER TR PORTFOLIO S&P500 78464A854 500899 8961 SH DFND 1 0 0 8960 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 502724 2950 SH DFND 1 0 0 2950 VANGUARD WORLD FD MEGA CAP INDEX 921910873 401126 2370 SH DFND 1 0 0 2369