$178 Million is the total value of BHK Investment Advisors, LLC's 56 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,356 | -100.0% | -0.10% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,750 | -100.0% | -0.10% | – |
| VIOV | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $0 | – | -1,600 | -100.0% | -0.11% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -7,117 | -100.0% | -0.12% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -36,532 | -100.0% | -0.13% | – |
| IVOV | Exit | VANGUARD ADMIRAL FDS INCmidcp 400 val | $0 | – | -2,200 | -100.0% | -0.15% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -2,500 | -100.0% | -0.16% | – |
| JMST | Exit | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $0 | – | -7,000 | -100.0% | -0.18% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,988 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-02
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.