BHK Investment Advisors, LLC - Q1 2018 holdings

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$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 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
VOO  VANGUARD INDEX FDS$634,000
-1.2%
2,6170.0%0.47%
-13.7%
SPIB  SPDR SERIES TRUSTportfolio intrmd$319,000
-1.8%
9,5000.0%0.24%
-14.2%
VOOV  VANGUARD ADMIRAL FDS INC500 val idx fd$264,000
-4.0%
2,5000.0%0.20%
-15.9%
IVOV  VANGUARD ADMIRAL FDS INCmidcp 400 val$260,000
-3.0%
2,2000.0%0.19%
-15.0%
VIOV  VANGUARD ADMIRAL FDS INCsmlcp 600 val$208,000
-1.9%
1,6000.0%0.15%
-14.5%
KYN  KAYNE ANDERSON MLP INVT CO$204,000
-13.6%
12,4000.0%0.15%
-24.1%
AMLP  ALPS ETF TRalerian mlp$116,000
-13.4%
12,3900.0%0.09%
-23.9%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-05-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD BD INDEX FDS27Q2 202412.4%
VANGUARD WORLD FD27Q2 202412.0%
VANGUARD WORLD FD27Q2 202411.7%
VANGUARD INDEX FDS27Q2 202410.5%
VANGUARD INDEX FDS27Q2 202410.1%
VANGUARD INDEX FDS27Q2 202410.0%
VANGUARD INDEX FDS27Q2 202410.2%
VANGUARD INTL EQUITY INDEX F27Q2 20246.7%
VANGUARD INTL EQUITY INDEX F27Q2 20245.9%
VANGUARD INTL EQUITY INDEX F27Q2 20246.1%

View BHK Investment Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-26
13F-HR2024-08-06
13F-HR2024-05-08
13F-HR2024-01-29
13F-HR2023-11-13
13F-HR2023-08-07
13F-HR2023-05-09
13F-HR2023-02-02
13F-HR2022-11-01
13F-HR2022-08-04

View BHK Investment Advisors, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (135530000.0 != 135529000.0)

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