Bhk Investment Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Bhk Investment Advisors, LLC

CIK Number: 0001710539

255.43M
Market Value
62
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MGK Vanguard Mega C...
401.62
+0.60% 78.25K -0.07% 28.65M 177.64 11.22% Share
2 MGV Vanguard Mega C...
137.95
+0.28% 203.28K -0.31% 26.67M 92.38 10.44% Share
3 VOT Vanguard Mid-Ca...
292.52
+0.02% 88.46K -0.85% 25.16M 198.42 9.85% Share
4 BND Vanguard Total ...
74.70
-0.07% 339.25K -1.95% 24.98M 76.54 9.78% Share
5 VBK Vanguard Small ...
305.15
+0.69% 85.22K +2.96% 23.6M 210.24 9.24% Share
6 VOE Vanguard Mid-Ca...
173.51
+0.22% 140.89K +0.20% 23.17M 125.64 9.07% Share
7 VBR Vanguard Small ...
208.15
+0.26% 117.44K +1.74% 22.9M 148.38 8.97% Share
8 MCI Barings Corpora...
20.07
+0.60% 362.19K +9.18% 7.85M 16.19 3.07% Share
9 MINT PIMCO Enhanced ...
100.46
+0.02% 59.7K +0.22% 6M 100.82 2.35% Share
10 VPL Vanguard Pacifi...
89.03
+1.47% 59.05K +0.67% 4.85M 72.22 1.90% Share
11 AAPL Apple Inc.
249.34
+0.63% 23.52K +0.30% 4.83M 81.86 1.89% Share
12 SPY SPDR S&P 500 ET...
665.10
+0.43% 7.7K +55.98% 4.76M 541.35 1.86% Share
13 VGK Vanguard FTSE E...
80.22
+0.22% 61.09K +0.31% 4.73M 60.07 1.85% Share
14 VWO Vanguard Emergi...
54.34
+1.52% 93.6K -0.14% 4.63M 44.14 1.81% Share
15 BSV Vanguard Short-...
79.03
-0.03% 50.59K -3.34% 3.98M 78.13 1.56% Share
16 HYS PIMCO 0-5 Year ...
95.04
+0.24% 41.85K +1.95% 3.98M 93.47 1.56% Share
17 JPM JPMorgan Chase ...
305.85
+1.25% 7.98K -8.83% 2.31M 139.51 0.91% Share
18 IWN iShares Russell...
180.74
+0.69% 12.04K +2.01% 1.9M 136.93 0.74% Share
19 IWS iShares Russell...
138.90
+0.27% 13.51K +9.02% 1.78M 103.34 0.70% Share
20 IWF iShares Russell...
467.09
+0.43% 3.69K +2.79% 1.56M 228.51 0.61% Share
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