$118 Million is the total value of DHK Financial Advisors, Inc.'s 62 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $16,290,587 | +5.3% | 167,979 | -0.0% | 13.86% | -27.9% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $8,623,099 | +0.5% | 186,728 | -1.7% | 7.34% | -31.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,009,628 | -3.7% | 11,950 | -5.4% | 0.86% | -34.1% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $329,482 | -0.9% | 4,389 | -0.3% | 0.28% | -32.2% |
| EUSB | Sell | ISHARES TResg adv ttl usd | $225,325 | -22.3% | 5,292 | -21.1% | 0.19% | -46.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total World Stock Et ETF IV | 11 | Q2 2024 | 20.1% |
| SPDR GOLD TR | 11 | Q2 2024 | 5.9% |
| iShares MSCI Frontier Select ETF IV | 11 | Q2 2024 | 4.9% |
| Vaneck Vectors Morningstar Wide Moat | 11 | Q2 2024 | 6.3% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 5.3% |
| VANGUARD WORLD FDS | 11 | Q2 2024 | 4.2% |
| VANGUARD WORLD FD | 11 | Q2 2024 | 2.3% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 2.4% |
| ISHARES TR | 11 | Q2 2024 | 1.5% |
| ISHARES TR | 11 | Q2 2024 | 1.1% |
View DHK Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-05 |
| 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 |
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.