BHK Investment Advisors

BHK Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 59 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 11.4 $30M 89k 343.41
Vanguard World Mega Cap Val Etf (MGV) 10.7 $29M 228k 124.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.8 $26M 363k 71.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.6 $26M 92k 280.06
Vanguard Index Fds Mcap Gr Idxvip (VOT) 9.6 $26M 101k 253.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.5 $25M 128k 198.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.4 $25M 154k 161.77
Apple (AAPL) 3.4 $9.2M 37k 250.42
Barings Corporate Investors (MCI) 2.7 $7.2M 354k 20.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.1 $5.6M 55k 100.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.6M 105k 44.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $4.5M 58k 77.27
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.7 $4.4M 62k 71.04
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.6 $4.2M 66k 63.47
Pimco Etf Tr 0-5 High Yield (HYS) 1.2 $3.3M 35k 93.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.9M 4.9k 586.06
JPMorgan Chase & Co. (JPM) 0.8 $2.2M 9.3k 239.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $2.0M 12k 164.18
Amazon (AMZN) 0.6 $1.7M 7.7k 219.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.6M 13k 129.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.5M 3.9k 401.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.5M 20k 78.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.4M 2.6k 538.81
Truist Financial Corp equities (TFC) 0.5 $1.3M 29k 43.38
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.3M 6.8k 185.13
Microsoft Corporation (MSFT) 0.5 $1.2M 2.9k 421.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.2M 9.6k 126.75
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.5k 772.14
Regions Financial Corporation (RF) 0.3 $836k 36k 23.52
BlackRock 0.3 $811k 791.00 1025.34
FedEx Corporation (FDX) 0.3 $803k 2.9k 281.30
Carlisle Companies (CSL) 0.3 $741k 2.0k 368.79
Automatic Data Processing (ADP) 0.3 $723k 2.5k 292.71
Watsco, Incorporated (WSO) 0.3 $692k 1.5k 473.76
Amgen (AMGN) 0.2 $641k 2.5k 260.60
Applied Materials (AMAT) 0.2 $626k 3.8k 162.64
Broadridge Financial Solutions (BR) 0.2 $614k 2.7k 226.11
Illinois Tool Works (ITW) 0.2 $607k 2.4k 253.56
EOG Resources (EOG) 0.2 $586k 4.8k 122.58
T. Rowe Price (TROW) 0.2 $569k 5.0k 113.08
Hubbell (HUBB) 0.2 $566k 1.4k 418.76
Gra (GGG) 0.2 $541k 6.4k 84.29
Franklin Electric (FELE) 0.2 $501k 5.1k 97.45
Infosys Sponsored Adr (INFY) 0.2 $499k 23k 21.92
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $461k 2.5k 184.51
Lowe's Companies (LOW) 0.2 $458k 1.9k 246.80
Bank of America Corporation (BAC) 0.2 $447k 10k 43.95
Kayne Anderson MLP Investment (KYN) 0.2 $445k 35k 12.71
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.2 $420k 4.4k 95.56
Alphabet Cap Stk Cl A (GOOGL) 0.2 $413k 2.2k 189.30
PNC Financial Services (PNC) 0.1 $393k 2.0k 192.85
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $304k 6.0k 50.71
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $299k 3.2k 93.33
NVIDIA Corporation (NVDA) 0.1 $298k 2.2k 134.29
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $295k 9.0k 32.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $295k 1.0k 287.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $278k 2.6k 106.84
Home Depot (HD) 0.1 $270k 695.00 388.99
Visa Com Cl A (V) 0.1 $207k 655.00 316.08