BHK Investment Advisors, LLC - Q2 2018 holdings

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$144 Million is the total value of BHK Investment Advisors, LLC's 78 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
VOO  VANGUARD INDEX FDS$653,000
+3.0%
2,6170.0%0.45%
-3.0%
IJS  ISHARES TRsp smcp600vl etf$344,000
+8.2%
2,1070.0%0.24%
+1.7%
IJJ  ISHARES TRs&p mc 400vl etf$305,000
+4.8%
1,8840.0%0.21%
-1.4%
LQD  ISHARES TRiboxx inv cp etf$294,000
-2.3%
2,5640.0%0.20%
-7.7%
IVOV  VANGUARD ADMIRAL FDS INCmidcp 400 val$273,000
+5.0%
2,2000.0%0.19%
-1.0%
VOOV  VANGUARD ADMIRAL FDS INC500 val idx fd$266,000
+0.8%
2,5000.0%0.18%
-5.1%
KYN  KAYNE ANDERSON MLP INVT CO$234,000
+14.7%
12,4000.0%0.16%
+7.9%
VIOV  VANGUARD ADMIRAL FDS INCsmlcp 600 val$226,000
+8.7%
1,6000.0%0.16%
+2.6%
AMLP  ALPS ETF TRalerian mlp$125,000
+7.8%
12,3900.0%0.09%
+1.2%
Original filings

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

  • View 13F-HR filed 2018-08-07
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 (143762000.0 != 143760000.0)

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