$217 Million is the total value of BHK Investment Advisors, LLC's 54 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $2,106,898 | -3.6% | 4,929 | 0.0% | 0.97% | +3.6% | |
| AMZN | AMAZON COM INC | $1,034,121 | -2.5% | 8,135 | 0.0% | 0.48% | +4.8% | |
| LLY | ELI LILLY & CO | $834,725 | +14.5% | 1,554 | 0.0% | 0.38% | +23.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.