75 is the total number of securities DHK Financial Advisors, Inc. has owned. The longest DHK Financial Advisors, Inc. has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VT | Vanguard Total World S... | 8 | 8 | 13.54% | 15.69% | 20.08% | Q4 2021 | Q3 2023 | 8 |
IVV | ISHARES TR | 8 | 8 | 7.39% | 10.67% | 15.19% | Q4 2021 | Q3 2023 | 8 |
GLD | SPDR GOLD TR | 8 | 8 | 1.92% | 4.09% | 5.87% | Q4 2021 | Q3 2023 | 8 |
FM | iShares MSCI Frontier ... | 8 | 8 | 2.97% | 3.69% | 4.92% | Q4 2021 | Q3 2023 | 8 |
DHS | Wisdomtree US High Div... | 8 | 8 | 2.66% | 3.42% | 4.74% | Q4 2021 | Q3 2023 | 8 |
MOAT | Vaneck Vectors Morning... | 8 | 8 | 1.26% | 2.94% | 6.32% | Q4 2021 | Q3 2023 | 8 |
VPU | VANGUARD WORLD FDS | 8 | 8 | 2.09% | 2.89% | 4.16% | Q4 2021 | Q3 2023 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.30% | 2.88% | 5.30% | Q4 2021 | Q3 2023 | 8 |
ESGV | VANGUARD WORLD FD | 8 | 8 | 1.32% | 2.27% | 3.45% | Q4 2021 | Q3 2023 | 8 |
VTI | Vanguard Total Stock M... | 8 | 8 | 0.31% | 1.81% | 4.17% | Q4 2021 | Q3 2023 | 8 |
RWO | SPDR INDEX SHS FDS | 8 | 8 | 1.33% | 1.80% | 2.39% | Q4 2021 | Q3 2023 | 8 |
VSGX | VANGUARD WORLD FD | 8 | 8 | 1.04% | 1.67% | 2.28% | Q4 2021 | Q3 2023 | 8 |
MCHI | ISHARES TR | 8 | 8 | 0.79% | 1.11% | 1.50% | Q4 2021 | Q3 2023 | 8 |
VYM | VANGUARD WHITEHALL FDS | 8 | 8 | 0.72% | 0.89% | 1.21% | Q4 2021 | Q3 2023 | 8 |
HEDJ | WISDOMTREE TR | 8 | 8 | 0.58% | 0.78% | 0.99% | Q4 2021 | Q3 2023 | 8 |
DXJ | WISDOMTREE TR | 8 | 8 | 0.53% | 0.76% | 1.02% | Q4 2021 | Q3 2023 | 8 |
IGE | ISHARES TR | 8 | 8 | 0.55% | 0.75% | 1.09% | Q4 2021 | Q3 2023 | 8 |
PGX | Invesco Preferred ETF | 8 | 8 | 0.49% | 0.64% | 0.94% | Q4 2021 | Q3 2023 | 8 |
VCEB | VANGUARD WORLD FD | 8 | 8 | 0.27% | 0.47% | 0.69% | Q4 2021 | Q3 2023 | 8 |
EUSB | ISHARES TR | 8 | 8 | 0.19% | 0.32% | 0.51% | Q4 2021 | Q3 2023 | 8 |
ESGE | ISHARES INC | 8 | 8 | 0.20% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
ESGU | ISHARES TR | 8 | 8 | 0.20% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
VEU | VANGUARD INTL EQUITY I... | 5 | 2 | 1.49% | 2.67% | 4.08% | Q4 2021 | Q3 2023 | 7 |
IWD | ISHARES TR | 7 | 7 | 1.13% | 2.25% | 4.23% | Q1 2022 | Q3 2023 | 7 |
IWF | ISHARES TR | 7 | 7 | 1.56% | 1.98% | 2.57% | Q1 2022 | Q3 2023 | 7 |
HYG | ISHARES TR | 4 | 3 | 0.23% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 7 |
FTSL | First Trust Senior Loa... | 6 | 6 | 0.57% | 1.53% | 2.04% | Q2 2022 | Q3 2023 | 6 |
FLOT | ISHARES TR | 6 | 6 | 0.56% | 1.40% | 1.98% | Q2 2022 | Q3 2023 | 6 |
SPY | SPDR S&P 500 ETF TR | 3 | 2 | 2.05% | 10.38% | 17.57% | Q4 2021 | Q2 2023 | 5 |
VEA | VANGUARD TAX-MANAGED FDS | 5 | 5 | 7.28% | 9.36% | 11.09% | Q3 2022 | Q3 2023 | 5 |
VNQ | Vanguard Real Estate ETF | 5 | 5 | 0.81% | 1.22% | 1.66% | Q3 2022 | Q3 2023 | 5 |
RSP | Invesco S&P 500 Equal ... | 3 | 2 | 0.90% | 0.91% | 0.93% | Q4 2021 | Q3 2023 | 5 |
USHY | Ish Usd High Yield | 5 | 5 | 0.48% | 0.86% | 1.40% | Q3 2022 | Q3 2023 | 5 |
SLV | iShares Silver Trust E... | 5 | 5 | 0.20% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
BND | Vanguard Total Bond Ma... | 2 | 2 | 1.37% | 1.84% | 2.57% | Q3 2022 | Q3 2023 | 4 |
IEFA | iShares Core MSCI EAFE... | 3 | 3 | 7.95% | 8.20% | 8.45% | Q4 2021 | Q2 2022 | 3 |
IEMG | iShares Core MSCI Emer... | 3 | 3 | 2.96% | 3.15% | 3.53% | Q4 2021 | Q2 2022 | 3 |
SCHD | Schwab US Dividend Equ... | 3 | 3 | 2.42% | 2.97% | 3.29% | Q4 2021 | Q2 2022 | 3 |
IJH | iShares Core S&P Mid C... | 3 | 3 | 2.29% | 2.50% | 2.80% | Q4 2021 | Q2 2022 | 3 |
IWR | iShares Russell Mid Ca... | 3 | 3 | 2.23% | 2.46% | 2.79% | Q4 2021 | Q2 2022 | 3 |
IJR | iShares Core S&P Small... | 3 | 3 | 2.12% | 2.29% | 2.56% | Q4 2021 | Q2 2022 | 3 |
IWM | iShares Russell 2000 E... | 3 | 3 | 2.00% | 2.22% | 2.54% | Q4 2021 | Q2 2022 | 3 |
VB | Vanguard Small Cap ETF IV | 3 | 3 | 1.84% | 2.03% | 2.31% | Q4 2021 | Q2 2022 | 3 |
IUSV | ISHARES TR | 3 | 3 | 1.48% | 1.71% | 2.12% | Q1 2023 | Q3 2023 | 3 |
IUSG | ISHARES TR | 3 | 3 | 1.20% | 1.36% | 1.64% | Q1 2023 | Q3 2023 | 3 |
RPV | INVESCO EXCHANGE TRADE... | 3 | 3 | 1.03% | 1.17% | 1.46% | Q1 2023 | Q3 2023 | 3 |
DGRW | WISDOMTREE TR | 3 | 3 | 0.32% | 1.06% | 1.43% | Q1 2023 | Q3 2023 | 3 |
QQQ | INVESCO QQQ TR | 3 | 3 | 0.53% | 0.89% | 1.24% | Q1 2023 | Q3 2023 | 3 |
VO | Vanguard Mid Cap ETF IV | 3 | 3 | 0.65% | 0.72% | 0.82% | Q4 2021 | Q2 2022 | 3 |
IWB | ISHARES TR | 3 | 3 | 0.60% | 0.67% | 0.80% | Q1 2023 | Q3 2023 | 3 |
USIG | ISHARES TR | 3 | 3 | 0.54% | 0.64% | 0.79% | Q1 2023 | Q3 2023 | 3 |
GOVT | ISHARES TR | 3 | 3 | 0.43% | 0.51% | 0.64% | Q1 2023 | Q3 2023 | 3 |
EFA | iShares MSCI EAFE ETF IV | 3 | 3 | 0.42% | 0.45% | 0.50% | Q4 2021 | Q2 2022 | 3 |
VTWO | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.31% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
SHV | iShares Short Treasury... | 3 | 3 | 0.28% | 0.31% | 0.32% | Q4 2021 | Q2 2022 | 3 |
SDVY | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 1.04% | 1.07% | 1.09% | Q2 2023 | Q3 2023 | 2 |
FTSM | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 1.03% | 1.05% | 1.08% | Q2 2023 | Q3 2023 | 2 |
SRVR | PACER FDS TR | 2 | 2 | 1.01% | 1.05% | 1.09% | Q2 2023 | Q3 2023 | 2 |
COWZ | PACER FDS TR | 2 | 2 | 0.95% | 0.99% | 1.03% | Q2 2023 | Q3 2023 | 2 |
CIBR | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.92% | 0.95% | 0.97% | Q2 2023 | Q3 2023 | 2 |
LIT | GLOBAL X FDS | 2 | 2 | 0.63% | 0.67% | 0.71% | Q2 2023 | Q3 2023 | 2 |
SMH | VANECK ETF TRUST | 2 | 2 | 0.55% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
QCLN | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.49% | 0.52% | 0.56% | Q2 2023 | Q3 2023 | 2 |
BNDX | VANGUARD CHARLOTTE FDS | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2023 | Q3 2023 | 2 |
ARKQ | ARK ETF TR | 2 | 2 | 0.49% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
WISDOMTREE TR | 2 | 2 | 0.43% | 0.44% | 0.45% | Q2 2023 | Q3 2023 | 2 | |
SPDW | SPDR INDEX SHS FDS | 2 | 2 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
IOO | ISHARES TR | 2 | 2 | 0.23% | 0.34% | 0.46% | Q2 2023 | Q3 2023 | 2 |
CALF | PACER FDS TR | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
INDS | PACER FDS TR | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
PAVE | GLOBAL X FDS | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
ARKW | ARK ETF TR | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
IHI | ISHARES TR | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
ARKG | ARK ETF TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
ARKK | ARK ETF TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including Vanguard Total World Stock Et ETF IV, ISHARES TR, and SPDR GOLD TR, are the highest-conviction holdings of DHK Financial Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by DHK Financial Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DHK Financial Advisors, Inc. owns currently or has owned in the past.