$140 Million is the total value of BHK Investment Advisors, LLC's 52 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -2,332 | -100.0% | -0.12% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,739 | -100.0% | -0.13% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $0 | – | -1,600 | -100.0% | -0.13% | – |
| AFL | Exit | AFLAC INC | $0 | – | -4,551 | -100.0% | -0.14% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -3,997 | -100.0% | -0.14% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -3,183 | -100.0% | -0.16% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,297 | -100.0% | -0.16% | – |
| IVOV | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 val | $0 | – | -2,200 | -100.0% | -0.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,855 | -100.0% | -0.17% | – |
| PRA | Exit | PROASSURANCE CORP | $0 | – | -9,185 | -100.0% | -0.19% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -6,115 | -100.0% | -0.22% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -8,787 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-30
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.