$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% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $8,013,594 | +7.0% | 19,494 | 0.0% | 9.96% | -4.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $1,820,747 | +14.0% | 7,452 | 0.0% | 2.26% | +1.9% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $1,771,494 | +13.7% | 23,994 | 0.0% | 2.20% | +1.7% | |
| IWD | ISHARES TRrus 1000 val etf | $1,238,178 | +0.4% | 8,132 | 0.0% | 1.54% | -10.3% | |
| MCHI | ISHARES TRmsci china etf | $1,089,079 | +5.0% | 21,830 | 0.0% | 1.35% | -6.1% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $1,048,795 | +0.7% | 12,630 | 0.0% | 1.30% | -10.0% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $794,518 | +17.5% | 9,664 | 0.0% | 0.99% | +5.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $332,582 | +2.6% | 4,402 | 0.0% | 0.41% | -8.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.