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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
10
7
2
5
2
45
6
2
BKD WEALTH ADVISORS LLC

Time Period2018-09-30

Total Holdings228

Total Value ($x1000)1,141,095
Activities
New20

Increased85

Unchanged21

Decreased102

Sold Out24

Top 10 Stock Holdingstotal 64.01%
VTI30.07

VEU15.18

IVV4.72

SCHB2.82

PRF2.6

 
JKHY2.45

IWP1.98

IVE1.81

CWI1.24

IJH1.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
30.07%
TOTAL STK MKT
VEU
15.18%
ALLWRLD EX US
IVV
4.72%
CORE S&P500 ETF
SCHB
2.82%
US BRD MKT ETF
PRF
2.6%
FTSE RAFI 1000
JKHY
2.45%
COM
IWP
1.98%
RUS MD CP GR ETF
IVE
1.81%
S&P 500 VAL ETF
CWI
1.24%
MSCI ACWI EXUS
IJH
1.14%
CORE S&P MCP ETF
IVW
1.04%
S&P 500 GRWT ETF
EFA
0.96%
MSCI EAFE ETF
AAPL
0.91%
COM
SDY
0.85%
S&P DIVID ETF
IWR
0.8%
RUS MID-CAP ETF
MSFT
0.78%
COM
ITOT
0.78%
CORE S&P TTL STK
KE
0.63%
COM
CSCO
0.6%
COM
IWV
0.59%
RUSSELL 3000 ETF
LLY
0.57%
COM
VYM
0.56%
HIGH DIV YLD
JNJ
0.49%
COM
COP
0.47%
COM
PEP
0.44%
COM
GOOGL
0.44%
CAP STK CL A
ORLY
0.43%
COM
JPM
0.43%
COM
SCZ
0.42%
EAFE SML CP ETF
KBALB
0.4%
CL B
DIS
0.4%
COM DISNEY
PFE
0.39%
COM
UTX
0.39%
COM
SYY
0.37%
COM
MMM
0.36%
COM
ACN
0.35%
SHS CLASS A
CAT
0.35%
COM
CVX
0.33%
COM
PG
0.33%
COM
VWO
0.32%
FTSE EMR MKT ETF
MCHP
0.32%
COM
IWM
0.3%
RUSSELL 2000 ETF
APH
0.3%
CL A
CSX
0.3%
COM
WMT
0.28%
COM
SLB
0.27%
COM
ANTM
0.26%
COM
XOM
0.26%
COM
IWF
0.25%
RUS 1000 GRW ETF
AXP
0.25%
COM
GM
0.24%
COM
KO
0.24%
COM
BAX
0.23%
COM
CL
0.23%
COM
IEFA
0.23%
CORE MSCI EAFE
LH
0.22%
COM NEW
IXUS
0.22%
CORE MSCITOTAL
TROW
0.22%
COM
INTC
0.22%
COM
IYZ
0.22%
U.S. TELECOM ETF
PXF
0.22%
FTSE RAFI DEV
GILD
0.22%
COM
CB
0.21%
COM
WELLS FA...
0.2%
PRN
USB
0.2%
COM NEW
UPS
0.19%
CL B
XLB
0.18%
SBI MATERIALS
KRE
0.18%
S&P REGL BKG
IWB
0.18%
RUS 1000 ETF
EFAV
0.18%
EAFE MIN VOL ETF
MRK
0.18%
COM
SPY
0.17%
TR UNIT
AMZN
0.17%
COM
LKFN
0.17%
COM
PRFZ
0.16%
FTSE RAFI 1500
BSCO
0.16%
BULSHS 2024 CB
HD
0.16%
COM
VTEB
0.15%
TAX-EXEMPT BD
V
0.15%
COM CL A
OMC
0.14%
COM
IBM
0.14%
COM
WDC
0.14%
COM
USMV
0.14%
USA MIN VOL ETF
GOOG
0.13%
CAP STK CL C
MCD
0.13%
COM
BA
0.12%
COM
AGG
0.12%
CORE TOTUSBD ETF
VB
0.12%
SMALL CP ETF
VO
0.12%
MID CAP ETF
UNH
0.12%
COM
BMY
0.12%
COM
FB
0.12%
CL A
VIG
0.11%
DIV APP ETF
FNDX
0.11%
SCHWAB FDT US LG
IWD
0.11%
RUS 1000 VAL ETF
XLY
0.11%
SBI CONS DISCR
XLU
0.1%
SBI INT-UTILS
BAC
0.1%
COM
IJR
0.09%
CORE S&P SCP ETF
CMCSA
0.09%
CL A
VYMI
0.09%
INTL HIGH ETF
MDT
0.09%
SHS
VZ
0.08%
COM
ORCL
0.08%
COM
ADI
0.08%
COM
MA
0.08%
CL A
ABBV
0.07%
COM
MO
0.07%
COM
BP
0.07%
SPONSORED ADR
DXC
0.07%
COM
AMGN
0.07%
COM
IDU
0.07%
U.S. UTILITS ETF
NSC
0.07%
COM
UNP
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
QCRH
0.07%
COM
PM
0.07%
COM
PSX
0.07%
COM
DWDP
0.06%
COM
HRL
0.06%
COM
LOW
0.06%
COM
YUM
0.06%
COM
C
0.06%
COM NEW
IYM
0.06%
U.S. BAS MTL ETF
SCHF
0.06%
INTL EQTY ETF
TGT
0.06%
COM
SYK
0.06%
COM
VUG
0.05%
GROWTH ETF
VV
0.05%
LARGE CAP ETF
NKE
0.05%
CL B
DXCM
0.05%
COM
EMR
0.05%
COM
TMO
0.05%
COM
MS
0.05%
COM NEW
KMB
0.05%
COM
VOO
0.05%
SHS
GLW
0.05%
COM
BR
0.05%
COM
DAL
0.05%
COM NEW
ITM
0.04%
AMT FREE INT ETF
IYG
0.04%
U.S. FIN SVC ETF
NTAP
0.04%
COM
CVS
0.04%
COM
ABT
0.04%
COM
WCG
0.04%
COM
PRU
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
VLO
0.04%
COM
WM
0.04%
COM
CDW
0.04%
COM
BBY
0.04%
COM
TMUS
0.04%
COM
MSI
0.04%
COM NEW
PLD
0.04%
COM
RF
0.04%
COM
CBSH
0.04%
COM
STLD
0.04%
COM
RCL
0.04%
COM
VOE
0.04%
MCAP VL IDXVIP
AMT
0.04%
COM
DHI
0.04%
COM
GOVT
0.04%
U.S. TRS BD ETF
KBE
0.04%
S&P BK ETF
KEY
0.04%
COM
EXC
0.04%
COM
GD
0.04%
COM
EBAY
0.04%
COM
PVH
0.04%
COM
CFG
0.04%
COM
QQQ
0.03%
UNIT SER 1
VMC
0.03%
COM
TJX
0.03%
COM
(NOTE)
0.03%
PRN
CNP
0.03%
COM
ITW
0.03%
COM
IEMG
0.03%
CORE MSCI EMKT
ADBE
0.03%
COM
PGF
0.03%
FINL PFD ETF
COST
0.03%
COM
TSN
0.03%
CL A
EGP
0.03%
COM
BKNG
0.03%
COM
ADP
0.03%
COM
IYH
0.03%
US HLTHCARE ETF
DGX
0.03%
COM
SWKS
0.03%
COM
AWI
0.03%
COM
CELG
0.03%
COM
DUK
0.03%
COM NEW
MDLZ
0.03%
CL A
BSCK
0.03%
BULSHS 2020 CB
OZK
0.03%
COM
IAU
0.03%
ISHARES
TAP
0.03%
CL B
IJK
0.02%
S&P MC 400GR ETF
PNC
0.02%
COM
AZO
0.02%
COM
PKG
0.02%
COM
NFLX
0.02%
COM
HON
0.02%
COM
(NOTE)
0.02%
PRN
AFL
0.02%
COM
SBUX
0.02%
COM
YUMC
0.02%
COM
VNQ
0.02%
REIT ETF
ALL
0.02%
COM
APTV
0.02%
SHS
NEE
0.02%
COM
OXY
0.02%
COM
ZTS
0.02%
CL A
CLX
0.02%
COM
LLL
0.02%
COM
BIIB
0.02%
COM
WBA
0.02%
COM
K
0.02%
COM
WAB
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
AMP
0.02%
COM
EPD
0.02%
COM
GS
0.02%
COM
CTSH
0.02%
CL A
TOT
0.02%
SPONSORED ADR
LMT
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
GE
0.02%
COM
MFA
0.02%
COM
F
0.01%
COM PAR $0.01
AMLP
0.01%
ALERIAN MLP
BRK.B
0.42%
CL B NEW
WFC
0.24%
COM
TYG
0.18%
COM
NMZ
0.06%
COM
JTD
0.05%
COM
TEL
0.05%
REG SHS
LEA
0.04%
COM NEW
LRCX
0.04%
COM
RWX
0.04%
DJ INTL RL ETF
STWD
0.04%
COM
LB
0.04%
COM
NAZ
0.04%
COM
OZRK
0.04%
COM
PCI
0.03%
COM SHS
MHI
0.03%
COM SHS
KYN
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
NVDA
0.02%
COM
BLK
0.02%
COM
TXN
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
FMO
0.02%
COM
VKQ
0.01%
COM
LYG
< 0.01%
SPONSORED ADR