BHK Investment Advisors

BHK Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for BHK Investment Advisors

BHK Investment Advisors holds 72 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Cap Val Etf (MGV) 10.7 $33M 231k 141.16
Vanguard World Mega Grwth Ind (MGK) 10.7 $33M 79k 412.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.4 $29M 387k 74.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 9.2 $28M 158k 177.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.2 $28M 132k 211.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.1 $28M 92k 302.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 8.8 $27M 96k 279.14
Apple (AAPL) 2.2 $6.8M 25k 271.86
Barings Corporate Investors (MCI) 2.2 $6.7M 371k 18.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.1 $6.2M 62k 100.34
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $5.5M 65k 83.61
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.8 $5.5M 60k 90.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $5.4M 100k 53.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $5.3M 7.8k 681.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $4.8M 61k 78.81
Pimco Etf Tr 0-5 High Yield (HYS) 1.4 $4.1M 44k 94.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.6M 5.1k 502.65
JPMorgan Chase & Co. (JPM) 0.8 $2.4M 7.5k 322.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $2.3M 13k 181.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.3M 3.00 754800.00
Microsoft Corporation (MSFT) 0.6 $1.9M 4.0k 483.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.9M 14k 141.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.8M 3.9k 473.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M 2.6k 627.13
Amazon (AMZN) 0.5 $1.6M 7.0k 230.82
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $1.6M 59k 26.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.4M 6.8k 210.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.4M 17k 79.73
Planet Labs Pbc Com Cl A (PL) 0.5 $1.4M 70k 19.72
Applied Materials (AMAT) 0.4 $1.4M 5.3k 257.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.3M 9.4k 136.94
Truist Financial Corp equities (TFC) 0.4 $1.1M 22k 49.21
BlackRock 0.3 $947k 884.00 1070.76
FedEx Corporation (FDX) 0.3 $936k 3.2k 288.88
Carlisle Companies (CSL) 0.3 $930k 2.9k 319.90
Automatic Data Processing (ADP) 0.3 $924k 3.6k 257.23
Amgen (AMGN) 0.3 $895k 2.7k 327.35
EOG Resources (EOG) 0.3 $864k 8.2k 105.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $815k 16k 50.94
Watsco, Incorporated (WSO) 0.3 $773k 2.3k 336.94
Hubbell (HUBB) 0.2 $753k 1.7k 444.15
Illinois Tool Works (ITW) 0.2 $744k 3.0k 246.34
Regions Financial Corporation (RF) 0.2 $725k 27k 27.10
Gra (GGG) 0.2 $703k 8.6k 81.97
Broadridge Financial Solutions (BR) 0.2 $685k 3.1k 223.20
NVIDIA Corporation (NVDA) 0.2 $624k 3.3k 186.50
Alphabet Cap Stk Cl A (GOOGL) 0.2 $601k 1.9k 313.00
Franklin Electric (FELE) 0.2 $570k 6.0k 95.53
Exxon Mobil Corporation (XOM) 0.2 $558k 4.6k 120.34
Wells Fargo & Company (WFC) 0.2 $530k 5.7k 93.20
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $512k 2.5k 204.85
Nu Hldgs Ord Shs Cl A (NU) 0.2 $502k 30k 16.74
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV) 0.2 $478k 18k 26.90
Bank of America Corporation (BAC) 0.2 $476k 8.7k 55.00
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $476k 11k 44.47
Lowe's Companies (LOW) 0.2 $475k 2.0k 241.17
Kayne Anderson MLP Investment (KYN) 0.1 $452k 37k 12.38
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $444k 4.4k 101.01
Palantir Technologies Cl A (PLTR) 0.1 $419k 2.4k 177.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $380k 1.2k 323.05
PNC Financial Services (PNC) 0.1 $380k 1.8k 208.73
Home Depot (HD) 0.1 $350k 1.0k 344.08
Chevron Corporation (CVX) 0.1 $317k 2.1k 152.42
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $313k 3.2k 97.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $312k 508.00 614.31
Super Micro Computer Com New (SMCI) 0.1 $304k 10k 29.27
Globe Life (GL) 0.1 $303k 2.2k 139.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $301k 2.7k 110.19
Spdr Series Trust State Street Spd (SPIB) 0.1 $271k 8.0k 33.81
Zoetis Cl A (ZTS) 0.1 $259k 2.1k 125.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $253k 3.4k 75.44
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $222k 500.00 444.59