DHK Financial Advisors

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

  • Top 5 stock holdings are VT, VEA, IVV, GLD, VWO, and represent 51.59% of DHK Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VT, FLOT, FTSL, HYG, GLD, VSGX, VTI, VPU, DHS, MOAT.
  • Started 1 new stock positions in HYG.
  • Reduced shares in these 3 stocks: VEA, BND, VEU.
  • DHK Financial Advisors was a net buyer of stock by $5.9M.
  • DHK Financial Advisors has $72M in assets under management (AUM), dropping by 18.10%.
  • Central Index Key (CIK): 0001922962

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 33 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total World Stock Et ETF IV Etf (VT) 20.1 $14M +42% 168k 86.19
Vanguard FTSE Developed Mats ETF IV Etf (VEA) 10.4 $7.5M -3% 179k 41.97
iShares Core S&P 500 ETF IV Etf (IVV) 10.4 $7.5M 20k 384.21
SPDR Gold Shares ETF Etf (GLD) 5.9 $4.2M +8% 25k 169.64
Vanguard FTSE Emerging Mark ETF IV Etf (VWO) 4.8 $3.5M 89k 38.98
Wisdomtree US High Dividend ETF Etf (DHS) 4.6 $3.3M 39k 86.06
iShares MSCI Frontier Select ETF IV Etf (FM) 4.4 $3.2M 124k 25.47
Vanguard Total Stock Market E ETF IV Etf (VTI) 3.8 $2.8M +2% 15k 191.19
Vanguard Utilities ETF IV Etf (VPU) 3.8 $2.8M 18k 153.36
Vanguard FTSE All World Ex US ETF IV Etf (VEU) 2.3 $1.7M 34k 50.14
iShares Russell 1000 Growth ETF IV Etf (IWF) 2.2 $1.6M 7.5k 214.24
Vaneck Vectors Morningstar Wide Moat Etf (MOAT) 2.2 $1.6M 24k 64.91
SPDR Dow Jones Global Real Est ETF IV Etf (RWO) 2.2 $1.6M 38k 40.90
Vanguard Esg US Stock ETF Etf (ESGV) 2.0 $1.5M 22k 65.86

Setup an alert

DHK Financial Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Vanguard Total Bond Market ETF Etf (BND) 2.0 $1.5M -6% 21k 71.84
iShares Floating Rate Bond ETF Etf (FLOT) 2.0 $1.4M +56% 28k 50.33
First Trust Senior Loan ETF Etf (FTSL) 2.0 $1.4M +55% 32k 44.59
Vanguard Esg Internatnl Stock ETF Etf (VSGX) 1.8 $1.3M +4% 26k 49.19
iShares Russell 1000 Value ETF Etf (IWD) 1.7 $1.2M 8.1k 151.65
Vanguard Real Estate ETF Etf (VNQ) 1.4 $1.0M 13k 82.48
iShares MSCI China ETF Etf (MCHI) 1.4 $1.0M 22k 47.50
iShares Broad USD High Yield Corp Bond ETF Etf (USHY) 1.2 $878k 25k 34.53
Vanguard High Dividend Yield ETF IV Etf (VYM) 1.2 $847k 7.8k 108.21
iShares North Amer Natl Res ETF IV Etf (IGE) 1.1 $786k 19k 40.66
Wisdomtree Europe Hedged Eqty ETF Etf (HEDJ) 0.9 $676k 9.7k 69.96
Wisdomtree Japan Hedged Equity ETF Etf (DXJ) 0.9 $656k 10k 64.29
Invesco Preferred ETF Etf (PGX) 0.8 $547k 49k 11.18
Vanguard Esg US Bond ETF Etf (VCEB) 0.5 $342k 5.6k 60.68
iShares iBoxx High Yield Bond ETF IV Etf (HYG) 0.5 $324k NEW 4.4k 73.63
iShares ESG Advanced TTL USD Bond ETF Etf (EUSB) 0.4 $313k 7.4k 42.20
iShares Silver Trust ETF IV Etf (SLV) 0.3 $241k +8% 11k 22.02
iShares ESG Aware MSCI EM ETF Etf (ESGE) 0.3 $239k +6% 7.9k 30.07
iShares ESG Aware MSCI USA ETF Etf (ESGU) 0.3 $230k 2.7k 84.75

Past Filings by DHK Financial Advisors

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