Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total World Stock Et ETF IV | 8 | Q3 2023 | 20.1% |
ISHARES TR | 8 | Q3 2023 | 15.2% |
SPDR GOLD TR | 8 | Q3 2023 | 5.9% |
iShares MSCI Frontier Select ETF IV | 8 | Q3 2023 | 4.9% |
Wisdomtree US High Dividend ETF | 8 | Q3 2023 | 4.7% |
Vaneck Vectors Morningstar Wide Moat | 8 | Q3 2023 | 6.3% |
VANGUARD WORLD FDS | 8 | Q3 2023 | 4.2% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 5.3% |
VANGUARD WORLD FD | 8 | Q3 2023 | 3.5% |
Vanguard Total Stock Market E ETF IV | 8 | Q3 2023 | 4.2% |
View DHK Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-01 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-12 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-13 |
13F-HR | 2022-04-13 |
View DHK Financial Advisors, Inc.'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.