BHK Investment Advisors, LLC
80 holdingsFiling period: 2026-06-30Current AUM: $333.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MGV | Vanguard World FD | 219.1K | $35.8M | $36.8M | 11.04% | -1,454 | 2026-06-30 |
| 2 | MGK | Vanguard World FD | 391.1K | $34.4M | $35.4M | 10.63% | +312.6K | 2026-06-30 |
| 3 | VBK | Vanguard Index Fds | 86.1K | $31.5M | $28.7M | 8.63% | -1,694 | 2026-06-30 |
| 4 | VOE | Vanguard Index Fds | 154.0K | $30.4M | $32.1M | 9.65% | +937 | 2026-06-30 |
| 5 | VOT | Vanguard Index Fds | 98.9K | $30.3M | $28.9M | 8.67% | +1.1K | 2026-06-30 |
| 6 | VBR | Vanguard Index Fds | 124.5K | $30.3M | $30.1M | 9.04% | -796 | 2026-06-30 |
| 7 | BND | Vanguard BD Index Fds | 393.7K | $28.9M | $28.1M | 8.43% | +4.8K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 23.7K | $6.9M | $8.2M | 2.47% | -1,529 | 2026-06-30 |
| 9 | MCI | Barings Corporate Invs | 387.0K | $6.8M | $6.9M | 2.06% | +9.5K | 2026-06-30 |
| 10 | VPL | Vanguard Intl Equity Index F | 55.9K | $6.5M | $6.2M | 1.86% | -1,428 | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 102.8K | $6.1M | $5.8M | 1.75% | -340 | 2026-06-30 |
| 12 | MINT | PIMCO ETF TR | 59.6K | $6.0M | $6.0M | 1.80% | -3,466 | 2026-06-30 |
| 13 | VGK | Vanguard Intl Equity Index F | 67.8K | $6.0M | $5.9M | 1.77% | +503 | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 7.7K | $5.8M | $6.0M | 1.79% | -35 | 2026-06-30 |
| 15 | BSV | Vanguard BD Index Fds | 63.0K | $4.9M | $4.8M | 1.45% | +2.0K | 2026-06-30 |
| 16 | HYS | PIMCO ETF TR | 43.4K | $4.1M | $3.9M | 1.18% | +500 | 2026-06-30 |
| 17 | IWN | iShares TR | 13.0K | $2.9M | $2.8M | 0.84% | +53 | 2026-06-30 |
| 18 | AMAT | Applied Matls Inc | 3.8K | $2.7M | $1.5M | 0.45% | -185 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 5.0K | $2.5M | $2.5M | 0.76% | -50 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 7.4K | $2.4M | $2.5M | 0.74% | -174 | 2026-06-30 |
| 21 | DELL | Dell Technologies Inc | 5.5K | $2.4M | $2.7M | 0.82% | -375 | 2026-06-30 |
| 22 | IWS | iShares TR | 13.9K | $2.3M | $2.3M | 0.70% | +277 | 2026-06-30 |
| 23 | BRK-A | Berkshire Hathaway Inc Del | 3 | $2.2M | $2.2M | 0.67% | -- | 2026-06-30 |
| 24 | PL | Planet Labs Pbc | 60.0K | $2.0M | $869K | 0.26% | -10,000 | 2026-06-30 |
| 25 | IWF | iShares TR | 15.0K | $1.9M | $1.8M | 0.55% | +11.3K | 2026-06-30 |
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