BHK Investment Advisors

BHK Investment Advisors as of Dec. 31, 2018

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 70 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Total Bond Market ETF (BND) 8.9 $12M 150k 79.21
Vanguard Mega Cap 300 Value Index ETF (MGV) 6.9 $9.2M 128k 71.47
Vanguard Mid-Cap Growth ETF (VOT) 6.6 $8.8M 74k 119.69
Vanguard Mega Cap 300 Growth Index ETF (MGK) 6.6 $8.8M 82k 107.01
Vanguard Small-Cap Growth ETF (VBK) 6.6 $8.7M 58k 150.59
Vanguard Mid-Cap Value ETF (VOE) 6.5 $8.6M 91k 95.26
Vanguard Small-Cap Value ETF (VBR) 6.5 $8.6M 76k 114.06
Vanguard Emerging Markets ETF (VWO) 5.7 $7.6M 199k 38.10
Vanguard Pacific ETF (VPL) 5.1 $6.7M 111k 60.63
Vanguard European ETF (VGK) 5.1 $6.7M 139k 48.62
Pimco Etf Tr 0-5 high yield (HYS) 3.4 $4.5M 97k 46.57
Barings Corporate Investors (MCI) 2.9 $3.8M 260k 14.70
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 2.7 $3.6M 36k 100.95
iShares MSCI Emerging Markets Indx (EEM) 1.9 $2.5M 64k 39.06
Apple (AAPL) 1.9 $2.5M 16k 157.71
Servisfirst Bancshares (SFBS) 1.8 $2.4M 75k 31.87
Vanguard Short Term Corporate Bond ETF (VCSH) 1.6 $2.2M 28k 77.96
Vanguard Short-Term Bond ETF (BSV) 1.6 $2.1M 27k 78.58
iShares Russell 1000 Growth Index (IWF) 1.1 $1.4M 11k 130.93
iShares Russell Midcap Growth Idx. (IWP) 0.9 $1.2M 10k 113.69
iShares Russell Midcap Value Index (IWS) 0.8 $1.1M 14k 76.35
iShares Russell 1000 Value Index (IWD) 0.8 $1.0M 9.4k 111.06
Amazon (AMZN) 0.8 $1.0M 692.00 1501.45
Pimco Total Return Etf totl (BOND) 0.7 $931k 9.1k 102.78
Fibrogen (FGEN) 0.6 $838k 18k 46.30
iShares Russell 2000 Value Index (IWN) 0.6 $788k 7.3k 107.47
iShares MSCI EAFE Index Fund (EFA) 0.6 $727k 12k 58.79
BB&T Corporation 0.5 $660k 15k 43.35
Schwab U S Broad Market ETF (SCHB) 0.5 $597k 10k 59.90
Vanguard S&p 500 Etf idx (VOO) 0.5 $601k 2.6k 229.65
At&t (T) 0.4 $578k 20k 28.56
Comcast Corporation (CMCSA) 0.4 $509k 15k 34.07
Schwab Strategic Tr cmn (SCHV) 0.4 $509k 10k 49.26
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $465k 14k 34.23
JPMorgan Chase & Co. (JPM) 0.3 $424k 4.3k 97.65
Wells Fargo & Company (WFC) 0.3 $426k 9.2k 46.13
Vanguard Total Stock Market ETF (VTI) 0.3 $432k 3.4k 127.74
Schwab U S Large Cap Growth ETF (SCHG) 0.3 $421k 6.1k 68.87
Bank of America Corporation (BAC) 0.3 $407k 17k 24.61
Johnson & Johnson (JNJ) 0.3 $410k 3.2k 129.05
Pfizer (PFE) 0.3 $414k 9.5k 43.66
Amgen (AMGN) 0.3 $412k 2.1k 194.89
iShares Russell 2000 Growth Index (IWO) 0.3 $407k 2.4k 167.97
Vanguard Dividend Appreciation ETF (VIG) 0.3 $419k 4.3k 98.01
Schwab U S Small Cap ETF (SCHA) 0.3 $406k 6.7k 60.75
Ishares Tr s^p aggr all (AOA) 0.3 $400k 8.2k 48.53
Intel Corporation (INTC) 0.3 $369k 7.9k 46.94
Lockheed Martin Corporation (LMT) 0.3 $350k 1.3k 261.98
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.3 $347k 11k 33.05
United Technologies Corporation 0.2 $315k 3.0k 106.38
Alphabet Inc Class A cs (GOOGL) 0.2 $317k 303.00 1046.20
Altria (MO) 0.2 $291k 5.9k 49.35
Philip Morris International (PM) 0.2 $291k 4.4k 66.68
AFLAC Incorporated (AFL) 0.2 $280k 6.1k 45.60
Verizon Communications (VZ) 0.2 $282k 5.0k 56.29
Invesco Ftse Rafi Dev etf - e (PXF) 0.2 $270k 7.2k 37.54
Honeywell International (HON) 0.2 $248k 1.9k 132.34
Southern Company (SO) 0.2 $248k 5.6k 43.97
Vanguard Total World Stock Idx (VT) 0.2 $258k 3.9k 65.35
Vanguard Admiral Fds Inc equity (VOOV) 0.2 $244k 2.5k 97.60
Vanguard Admiral Fds Inc equity (IVOV) 0.2 $231k 2.2k 105.00
Baxter International (BAX) 0.2 $208k 3.2k 65.70
Merck & Co (MRK) 0.2 $211k 2.8k 76.59
Ishares Msci Usa Quality Facto invalid (QUAL) 0.2 $212k 2.8k 76.67
Exxon Mobil Corporation (XOM) 0.1 $200k 2.9k 68.05
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $204k 6.3k 32.48
Kayne Anderson MLP Investment (KYN) 0.1 $171k 12k 13.79
Ford Motor Company (F) 0.1 $120k 16k 7.64
Alerian Mlp Etf 0.1 $108k 12k 8.72
Tracon Pharmaceuticals 0.0 $6.0k 10k 0.60