DHK Financial Advisors, Inc. - Q1 2023 holdings

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$80.5 Million is the total value of DHK Financial Advisors, Inc.'s 41 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IVV  ISHARES TRcore s&p500 etf$8,013,594
+7.0%
19,4940.0%9.96%
-4.4%
IWF  ISHARES TRrus 1000 grw etf$1,820,747
+14.0%
7,4520.0%2.26%
+1.9%
MOAT  VANECK ETF TRUSTmrngstr wde moat$1,771,494
+13.7%
23,9940.0%2.20%
+1.7%
IWD  ISHARES TRrus 1000 val etf$1,238,178
+0.4%
8,1320.0%1.54%
-10.3%
MCHI  ISHARES TRmsci china etf$1,089,079
+5.0%
21,8300.0%1.35%
-6.1%
VNQ  VANGUARD INDEX FDSreal estate etf$1,048,795
+0.7%
12,6300.0%1.30%
-10.0%
HEDJ  WISDOMTREE TReurope hedged eq$794,518
+17.5%
9,6640.0%0.99%
+5.0%
HYG  ISHARES TRiboxx hi yd etf$332,582
+2.6%
4,4020.0%0.41%
-8.2%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Total World Stock Et ETF IV11Q2 202420.1%
SPDR GOLD TR11Q2 20245.9%
iShares MSCI Frontier Select ETF IV11Q2 20244.9%
Vaneck Vectors Morningstar Wide Moat11Q2 20246.3%
VANGUARD INTL EQUITY INDEX F11Q2 20245.3%
VANGUARD WORLD FDS11Q2 20244.2%
VANGUARD WORLD FD11Q2 20242.3%
SPDR INDEX SHS FDS11Q2 20242.4%
ISHARES TR11Q2 20241.5%
ISHARES TR11Q2 20241.1%

View DHK Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-09
N-PX2024-08-05
13F-HR2024-05-10
13F-HR2024-01-29
13F-HR2023-11-01
13F-HR2023-07-19
13F-HR2023-05-12
13F-HR2023-01-31
13F-HR2022-11-08
13F-HR2022-08-15

View DHK Financial Advisors, Inc.'s complete filings history.

All filings

View complete filings history.

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