Institutions / BHK Investment Advisors, LLC

BHK Investment Advisors, LLC

CIK 1710539 · Institution · as of Dec 31, 2025

Portfolio value

$304.30M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 72 →

Company	Class	Value	Shares	% of portfolio
Vanguard World Fd	—	$32.60M	230,953	10.7%
Vanguard World Fd	—	$32.56M	78,877	10.7%
Vanguard Bd Index Fds	—	$28.68M	387,158	9.4%
Vanguard Index Fds	—	$27.98M	157,777	9.2%
Vanguard Index Fds	—	$27.85M	131,510	9.2%
Vanguard Index Fds	—	$27.66M	91,558	9.1%
Vanguard Index Fds	—	$26.84M	96,154	8.8%
Apple Inc.	—	$6.84M	25,173	2.2%
Barings Corporate InvestorsMCI	Closed-End Fund	$6.73M	370,663	2.2%
PIMCO ETF Tr	—	$6.24M	62,213	2.1%
Vanguard Intl Equity Index F	—	$5.47M	65,404	1.8%
Vanguard Intl Equity Index F	—	$5.45M	60,309	1.8%
Vanguard Intl Equity Index F	—	$5.38M	100,058	1.8%
SPDR S&P 500 ETF Tr	—	$5.29M	7,753	1.7%
Vanguard Bd Index Fds	—	$4.77M	60,509	1.6%
PIMCO ETF Tr	—	$4.14M	43,650	1.4%
Warren E. Buffett	—	$2.56M	5,090	0.8%
JPMorgan Chase & Co	—	$2.41M	7,476	0.8%
iShares Tr	—	$2.34M	12,892	0.8%
Berkshire Hathaway Inc Del	—	$2.26M	3	0.7%
Microsoft Corp	—	$1.94M	4,020	0.6%
iShares Tr	—	$1.93M	13,695	0.6%
iShares Tr	—	$1.82M	3,851	0.6%
Vanguard Index Fds	—	$1.64M	2,617	0.5%
Amazon.com Inc	—	$1.61M	6,987	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.