$222 Million is the total value of BHK Investment Advisors, LLC's 63 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,036,000 | -16.5% | 2,988 | 0.0% | 0.47% | -10.2% | |
| BAC | BK OF AMERICA CORP | $367,000 | -24.5% | 11,780 | 0.0% | 0.16% | -18.7% | |
| SPIB | SPDR SER TRportfolio intrmd | $359,000 | -4.5% | 11,000 | 0.0% | 0.16% | +2.5% | |
| VOOV | VANGUARD ADMIRAL FDS INC500 val idx fd | $332,000 | -11.9% | 2,500 | 0.0% | 0.15% | -5.7% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $331,000 | -9.1% | 39,500 | 0.0% | 0.15% | -2.0% | |
| IVOV | VANGUARD ADMIRAL FDS INCmidcp 400 val | $318,000 | -13.8% | 2,200 | 0.0% | 0.14% | -7.1% | |
| JMST | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $304,000 | 0.0% | 6,000 | 0.0% | 0.14% | +7.9% | |
| VIOV | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $246,000 | -13.4% | 1,600 | 0.0% | 0.11% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-11-01 |
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.