$136 Million is the total value of BHK Investment Advisors, LLC's 69 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -13,688 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 12.4% |
| VANGUARD WORLD FD | 27 | Q2 2024 | 12.0% |
| VANGUARD WORLD FD | 27 | Q2 2024 | 11.7% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.5% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.1% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.2% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 6.7% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 5.9% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 6.1% |
View BHK Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-04 |
View BHK Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.