$105 Million is the total value of DHK Financial Advisors, Inc.'s 41 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF IVetf | $15,037,000 | -16.4% | 39,660 | 0.0% | 14.38% | -5.3% | |
| SCHD | Schwab US Dividend Equity ETFetf | $3,437,000 | -9.2% | 47,985 | 0.0% | 3.29% | +2.8% | |
| IWF | iShares Russell 1000 Growth ETF IVetf | $1,630,000 | -21.2% | 7,452 | 0.0% | 1.56% | -10.7% | |
| MOAT | Vaneck Vectors Morningstar Wide Moatetf | $1,510,000 | -14.7% | 23,696 | 0.0% | 1.44% | -3.3% | |
| IWD | iShares Russell 1000 Value ETFetf | $1,179,000 | -12.7% | 8,132 | 0.0% | 1.13% | -1.0% | |
| VO | Vanguard Mid Cap ETF IVetf | $675,000 | -17.2% | 3,428 | 0.0% | 0.65% | -6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Signatures
The EDGAR filing(s) were signed by:
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.