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  Name: BRIGHT FINANCIAL ADVISORS INC.
  City: Portage
  State: MI
  Zip: 49024
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $141,690,000
  Total Value Change : $7,786,000
  Securities Held Change : 1
   
All Securities Held : 49
  New Positions : 13
  Closed Positions : 12
  Increased Positions : 12
  Unchanged Positions : 15
  Decreased Positions : 9

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 3 New $177.91 $12,874,000 78,364 9.09% 12,874,000 78,364 0.026    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 5 New $116.97 $8,718,000 81,734 6.15% 8,718,000 81,734 0.014    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 7 New $361.00 $5,811,000 17,079 4.1% 5,811,000 17,079 0.005    Medical Instruments &...
   (ETN)1 Year Chart         ETN Eaton Corp 9 New $327.39 $3,745,000 11,943 2.64% 3,745,000 11,943 0.003    Diversified Machinery
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 14 New $0.00 $2,759,000 14,159 1.95% 2,759,000 14,159 0.002    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 20 New $0.00 $1,794,000 18,659 1.27% 1,794,000 18,659 0.022    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 24 New $83.29 $993,000 12,167 0.7% 993,000 12,167 0.001    Closed - End Fund - E...
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 26 New $227.26 $756,000 3,067 0.53% 756,000 3,067 0.003    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 34 New $67.78 $344,000 5,347 0.24% 344,000 5,347 0    Closed - End Fund - Debt
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 38 New $144.30 $306,000 2,216 0.22% 306,000 2,216 0.008    Closed - End Fund - E...
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 42 New $0.00 $254,000 2,131 0.18% 254,000 2,131 0    N/A
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 48 New $52.88 $203,000 3,906 0.14% 203,000 3,906 0.004    Closed - End Fund - Debt
   (GLDG)1 Year Chart         GLDG Goldmining Ord Shs 49 New $0.00 $12,000 12,961 0.01% 12,000 12,961 0.009    N/A
      13 Records Found
  1    
Page 1 of 1
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