BSC PRIVATE WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BSC PRIVATE WEALTH MANAGEMENT, LLC 13F Holdings
CIK 02817575 · Elgin, IL
As of Sep 30, 2022, BSC PRIVATE WEALTH MANAGEMENT, LLC reported
155 positions worth $724.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 1,168,849 | $63.0K | 8.70% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 1,183,483 | $58.3K | 8.05% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 1,085,925 | $39.3K | 5.43% |
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | — | 1,100,682 | $33.4K | 4.60% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 900,376 | $30.1K | 4.16% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 502,663 | $24.8K | 3.42% |
| WISDOMTREE US HIGH DIVIDEND FUND | DHS | — | 290,925 | $22.1K | 3.05% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 486,332 | $21.8K | 3.01% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 984,747 | $20.6K | 2.85% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 456,761 |
|
9.3K2.67% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 1,130,505 |
8.9K | 2.61% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 726,250 |
8.0K | 2.48% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 655,825 |
4.7K | 2.03% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 130,601 |
2.6K | 1.73% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 325,587 |
2.5K | 1.73% |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | REZ | — | 172,549 |
2.4K | 1.71% |
| WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | GCC | — | 575,534 |
2.3K | 1.69% |
| VANECK GOLD MINERS ETF | GDX | — | 488,717 |
1.8K | 1.63% |
| GLOBAL X FDS | SNSR | — | 462,256 |
1.5K | 1.59% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 225,568 |
0.9K | 1.50% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 249,739 |
0.7K | 1.48% |
| JPMORGAN BETABUILDERS US AGGREGATE BOND ETF | BBAG | — | 235,697 |
0.7K | 1.48% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 261,395 | $9.9K | 1.36% |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | — | 247,203 | $9.5K | 1.31% |
| FIRST TRUST WATER ETF | FIW | — | 129,871 | $9.3K | 1.29% |