$176 Million is the total value of BHK Investment Advisors, LLC's 63 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TCON | Exit | TRACON PHARMACEUTICALS INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -12,390 | -100.0% | -0.06% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -3,537 | -100.0% | -0.12% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -4,800 | -100.0% | -0.14% | – |
| SPYG | Exit | SPDR SERIES TRUSTprtflo s&p500 gw | $0 | – | -6,280 | -100.0% | -0.14% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -230 | -100.0% | -0.16% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -5,286 | -100.0% | -0.17% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,580 | -100.0% | -0.19% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -3,405 | -100.0% | -0.24% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -3,082 | -100.0% | -0.27% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -26,881 | -100.0% | -0.39% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -14,378 | -100.0% | -0.47% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -10,001 | -100.0% | -0.63% | – |
| BBT | Exit | BB&T CORP | $0 | – | -22,059 | -100.0% | -0.68% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -41,559 | -100.0% | -0.76% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -24,119 | -100.0% | -0.97% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -21,630 | -100.0% | -1.05% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -33,500 | -100.0% | -1.06% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -28,871 | -100.0% | -1.18% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -43,221 | -100.0% | -1.26% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -41,981 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 12.4% |
| VANGUARD WORLD FD | 24 | Q3 2023 | 11.3% |
| VANGUARD WORLD FD | 24 | Q3 2023 | 10.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 9.8% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 9.5% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 9.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 9.4% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 6.7% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 6.1% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 5.9% |
View BHK Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
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.