BHK Investment Advisors, LLC
80 holdingsFiling period: 2026-03-31Current AUM: $331.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MGV | VANGUARD WORLD FD | 220.5K | $32.0M | $36.0M | 10.87% | -10,412 | 2026-03-31 |
| 2 | MGK | VANGUARD WORLD FD | 78.4K | $28.8M | $33.9M | 10.23% | -433 | 2026-03-31 |
| 3 | BND | VANGUARD BD INDEX FDS | 388.9K | $28.6M | $28.1M | 8.49% | +1.8K | 2026-03-31 |
| 4 | VOE | VANGUARD INDEX FDS | 153.1K | $28.2M | $31.3M | 9.47% | -4,703 | 2026-03-31 |
| 5 | VBR | VANGUARD INDEX FDS | 125.3K | $27.2M | $30.7M | 9.26% | -6,194 | 2026-03-31 |
| 6 | VBK | VANGUARD INDEX FDS | 87.8K | $26.5M | $29.9M | 9.03% | -3,783 | 2026-03-31 |
| 7 | VOT | VANGUARD INDEX FDS | 97.8K | $25.2M | $28.9M | 8.73% | +1.7K | 2026-03-31 |
| 8 | MCI | BARINGS CORPORATE INVS | 377.5K | $6.5M | $6.2M | 1.89% | +6.9K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 25.3K | $6.4M | $7.8M | 2.36% | +85 | 2026-03-31 |
| 10 | MINT | PIMCO ETF TR | 63.0K | $6.3M | $6.4M | 1.92% | +835 | 2026-03-31 |
| 11 | VPL | VANGUARD INTL EQUITY INDEX F | 57.4K | $5.6M | $6.3M | 1.89% | -2,959 | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 103.1K | $5.6M | $6.1M | 1.83% | +3.1K | 2026-03-31 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | 67.3K | $5.5M | $6.1M | 1.84% | +1.9K | 2026-03-31 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 7.8K | $5.1M | $5.8M | 1.76% | +29 | 2026-03-31 |
| 15 | BSV | VANGUARD BD INDEX FDS | 61.0K | $4.8M | $4.7M | 1.43% | +523 | 2026-03-31 |
| 16 | HYS | PIMCO ETF TR | 42.9K | $4.0M | $4.0M | 1.20% | -750 | 2026-03-31 |
| 17 | IWN | ISHARES TR | 13.0K | $2.5M | $2.9M | 0.87% | +76 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.1K | $2.4M | $2.4M | 0.74% | +10 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 7.5K | $2.2M | $2.7M | 0.80% | +59 | 2026-03-31 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | $2.2M | 0.65% | -- | 2026-03-31 |
| 21 | IWS | ISHARES TR | 13.6K | $2.0M | $2.3M | 0.69% | -99 | 2026-03-31 |
| 22 | PL | PLANET LABS PBC | 70.0K | $2.0M | $1.4M | 0.43% | -- | 2026-03-31 |
| 23 | IWF | ISHARES TR | 3.8K | $1.6M | $1.8M | 0.54% | -90 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.0M | 0.60% | +246 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 2.6K | $1.6M | $1.8M | 0.54% | -- | 2026-03-31 |
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