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DHK Financial Advisors

Latest statistics and disclosures from DHK Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VT, IVV, VEA, MOAT, IWD, and represent 36.63% of DHK Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FLIN, INCO, ARKK, INDA, ARKG, SUSL, XMHQ, FM, RDVY, VMBS.
Started 8 new stock positions in RDVY, XMHQ, INCO, IJH, SUSL, VMBS, FLIN, INDA.
Reduced shares in these 8 stocks: , IOO, VSGX, ESGU, EUSB, USIG, ESGV, IUSG.
Sold out of its positions in ESGU, EUSB, DHS.
DHK Financial Advisors was a net buyer of stock by $11M.
DHK Financial Advisors has $133M in assets under management (AUM), dropping by 18.79%.
Central Index Key (CIK): 0001922962

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Positions held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 68 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	13.1	$17M		169k	102.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$9.4M		20k	477.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.7	$9.0M		187k	47.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.9	$7.9M		93k	84.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.9	$5.2M		31k	165.25	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$4.9M		26k	191.17	View chart
Ishares Frontier And Sel (FM)	3.3	$4.4M	+10%	168k	26.30	View chart
Vanguard World Esg Us Stk Etf (ESGV)	3.2	$4.3M	-2%	50k	85.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$4.2M		102k	41.10	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	2.9	$3.9M	NEW	111k	34.88	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	2.8	$3.8M	NEW	64k	58.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$3.1M		13k	237.22	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.9	$2.6M	-8%	47k	55.28	View chart
Vanguard World Fds Utilities Etf (VPU)	1.9	$2.5M		19k	137.07	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.8	$2.4M	+741%	45k	52.37	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.8	$2.4M		51k	46.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$2.3M		7.5k	303.17	View chart
Ishares Tr Msci India Etf (INDA)	1.5	$1.9M	NEW	40k	48.81	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$1.9M		22k	84.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$1.8M		33k	56.14	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.3	$1.8M		25k	70.28	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	1.3	$1.7M		40k	43.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.2	$1.6M		22k	73.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$1.5M	+2%	30k	50.62	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	1.1	$1.5M	+124%	44k	32.81	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.1	$1.4M		43k	32.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$1.4M	-3%	14k	104.10	View chart
Pacer Fds Tr Data And Infrast (SRVR)	1.0	$1.3M		44k	29.81	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.0	$1.3M		16k	82.08	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$1.3M		24k	53.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$1.2M		23k	52.29	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$1.2M		20k	59.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.1M		7.2k	157.80	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$1.1M	+33%	17k	62.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$1.1M		12k	88.36	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.7	$931k		11k	87.98	View chart
Ishares Tr Msci China Etf (MCHI)	0.7	$913k	+2%	22k	40.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$903k		8.1k	111.62	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.6	$857k		20k	42.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$753k		2.9k	262.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.6	$750k		4.3k	174.87	View chart
Ishares Tr North Amern Nat (IGE)	0.5	$685k		17k	40.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$676k		1.7k	409.52	View chart
Global X Fds Lithium Btry Etf (LIT)	0.5	$653k		13k	51.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$620k		13k	49.36	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.5	$602k		10k	57.70	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$599k		52k	11.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$585k	+10%	25k	23.04	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$576k		16k	36.35	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.4	$542k		13k	42.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$527k		16k	34.01	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$520k	-27%	10k	51.26	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$515k		16k	32.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$502k		10k	50.24	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$480k	NEW	5.7k	84.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$444k	NEW	5.0k	88.71	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$434k		9.0k	48.19	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$418k	+6%	5.2k	81.10	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.3	$378k		9.0k	41.84	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.3	$349k		4.6k	75.90	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$345k		10k	34.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$340k		4.4k	77.39	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$336k	NEW	6.5k	51.67	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$335k	NEW	7.2k	46.36	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$282k	-50%	3.5k	80.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$249k		4.6k	53.97	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$247k		11k	21.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$208k	NEW	750.00	277.15	View chart

Past Filings by DHK Financial Advisors

SEC 13F filings are viewable for DHK Financial Advisors going back to 2022

DHK Financial Advisors 2023 Q4 filed Jan. 29, 2024
DHK Financial Advisors 2023 Q3 filed Nov. 1, 2023
DHK Financial Advisors 2023 Q2 filed July 19, 2023
DHK Financial Advisors 2023 Q1 filed May 12, 2023
DHK Financial Advisors 2022 Q4 filed Jan. 31, 2023
DHK Financial Advisors 2022 Q3 filed Nov. 8, 2022
DHK Financial Advisors 2022 Q2 filed Aug. 15, 2022
DHK Financial Advisors 2021 Q4 filed April 13, 2022
DHK Financial Advisors 2022 Q1 filed April 13, 2022

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