BKD Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BKD Wealth Advisors, LLC | Institutional Filer | ▼ 0.53% | $5.27B | 399 |
Current Portfolio Holdings
Showing all 399 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 5.0M | $1.60B | 30.44% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7.6M | $567.2M | 10.77% |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | — | 2.9M | $185.0M | 3.51% |
| 4 | VCRB | VANGUARD MALVERN FDS | — | 2.1M | $158.7M | 3.01% |
| 5 | SCHB | SCHWAB STRATEGIC TR | — | 6.2M | $156.4M | 2.97% |
| 6 | AGG | ISHARES TR | — | 1.5M | $151.4M | 2.87% |
| 7 | VOO | VANGUARD INDEX FDS | — | 223K | $133.3M | 2.53% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | — | 2.8M | $128.6M | 2.44% |
| 9 | IVV | ISHARES TR | — | 171K | $111.8M | 2.12% |
| 10 | TSPA | T ROWE PRICE ETF INC | — | 2.7M | $110.4M | 2.10% |
| 11 | DFEM | DIMENSIONAL ETF TRUST | — | 3.1M | $106.8M | 2.03% |
| 12 | MUB | ISHARES TR | — | 634K | $67.3M | 1.28% |
| 13 | IXUS | ISHARES TR | — | 753K | $65.2M | 1.24% |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 1.3M | $63.4M | 1.20% |
| 15 | DFAC | DIMENSIONAL ETF TRUST | — | 1.5M | $59.1M | 1.12% |
Showing 1 to 15 of 399 holdings