$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $8,688,671 | +8.4% | 19,494 | 0.0% | 7.39% | -25.7% | |
| VPU | VANGUARD WORLD FDSutilities etf | $2,590,379 | -2.9% | 18,079 | 0.0% | 2.20% | -33.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $2,407,476 | +8.3% | 5,411 | 0.0% | 2.05% | -25.8% | |
| IWF | ISHARES TRrus 1000 grw etf | $2,050,641 | +12.6% | 7,452 | 0.0% | 1.74% | -22.9% | |
| IUSV | ISHARES TRcore s&p us vlu | $1,806,241 | +6.1% | 23,080 | 0.0% | 1.54% | -27.4% | |
| IUSG | ISHARES TRcore s&p us gwt | $1,454,348 | +10.0% | 14,895 | 0.0% | 1.24% | -24.7% | |
| IWB | ISHARES TRrus 1000 etf | $699,534 | +8.2% | 2,870 | 0.0% | 0.60% | -25.9% | |
| USIG | ISHARES TRusd inv grde etf | $630,583 | -1.1% | 12,589 | 0.0% | 0.54% | -32.2% | |
| USHY | ISHARES TRbroad usd high | $559,576 | -0.7% | 15,852 | 0.0% | 0.48% | -32.0% | |
| GOVT | ISHARES TRus treas bd etf | $508,288 | -2.1% | 22,196 | 0.0% | 0.43% | -32.9% | |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $381,200 | +4.9% | 5,041 | 0.0% | 0.32% | -28.2% |
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 | 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.