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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
67
8
7
1
7
2
48
9
3
BKD WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings251

Total Value ($x1000)1,205,278
Activities
New34

Increased134

Unchanged19

Decreased64

Sold Out5

Top 10 Stock Holdingstotal 64.02%
VTI28.52

VEU13.75

IVV5.33

IVW3.36

SCHB3.21

 
PRF2.66

GOVT2.58

JKHY1.92

IXUS1.44

CWI1.25

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
28.52%
TOTAL STK MKT
VEU
13.75%
ALLWRLD EX US
IVV
5.33%
CORE S&P500 ETF
IVW
3.36%
S&P 500 GRWT ETF
SCHB
3.21%
US BRD MKT ETF
PRF
2.66%
FTSE RAFI 1000
GOVT
2.58%
U.S. TRS BD ETF
JKHY
1.92%
COM
IXUS
1.44%
CORE MSCITOTAL
CWI
1.25%
MSCI ACWI EXUS
IWP
1.21%
RUS MD CP GR ETF
ITOT
1.16%
CORE S&P TTL STK
SDY
0.87%
S&P DIVID ETF
IJH
0.85%
CORE S&P MCP ETF
EFA
0.79%
MSCI EAFE ETF
VTEB
0.78%
TAX-EXEMPT BD
AAPL
0.78%
COM
MSFT
0.76%
COM
PEP
0.69%
COM
JNJ
0.67%
COM
VYM
0.65%
HIGH DIV YLD
LLY
0.64%
COM
CSCO
0.62%
COM
UTX
0.61%
COM
IWV
0.55%
RUSSELL 3000 ETF
KE
0.47%
COM
JPM
0.46%
COM
ORLY
0.45%
COM
GOOGL
0.45%
CAP STK CL A
CVX
0.4%
COM
IEFA
0.39%
CORE MSCI EAFE
AGG
0.39%
CORE TOTUSBD ETF
DIS
0.39%
COM DISNEY
IWR
0.39%
RUS MID-CAP ETF
COP
0.38%
COM
PG
0.38%
COM
ACN
0.38%
SHS CLASS A
PFE
0.36%
COM
SYK
0.36%
COM
MMM
0.34%
COM
VIG
0.33%
DIV APP ETF
KBALB
0.32%
CL B
MCHP
0.32%
COM
SPY
0.31%
TR UNIT
VWO
0.31%
FTSE EMR MKT ETF
SYY
0.31%
COM
XOM
0.31%
COM
INTC
0.31%
COM
APH
0.3%
CL A
CSX
0.28%
COM
SCZ
0.28%
EAFE SML CP ETF
CAT
0.27%
COM
BAX
0.27%
COM
GM
0.27%
COM
WFC
0.27%
COM
WMT
0.26%
COM
AXP
0.25%
COM
ANTM
0.25%
COM
IWM
0.25%
RUSSELL 2000 ETF
XLY
0.23%
SBI CONS DISCR
IWF
0.23%
RUS 1000 GRW ETF
PXF
0.23%
FTSE RAFI DEV
CL
0.23%
COM
CB
0.23%
COM
MRK
0.22%
COM
IVE
0.22%
S&P 500 VAL ETF
TROW
0.21%
COM
GILD
0.21%
COM
LH
0.2%
COM NEW
SLB
0.19%
COM
KO
0.18%
COM
UPS
0.18%
CL B
XLB
0.18%
SBI MATERIALS
USB
0.17%
COM NEW
EFAV
0.17%
EAFE MIN VOL ETF
LKFN
0.17%
COM
IWB
0.16%
RUS 1000 ETF
KRE
0.16%
S&P REGL BKG
BSCO
0.16%
BULSHS 2024 CB
AMZN
0.16%
COM
TIP
0.15%
TIPS BD ETF
OMC
0.15%
COM
USMV
0.14%
USA MIN VOL ETF
XLC
0.14%
COMMUNICATION
HD
0.14%
COM
V
0.14%
COM CL A
MCD
0.14%
COM
WDC
0.14%
COM
GOOG
0.14%
CAP STK CL C
IWD
0.13%
RUS 1000 VAL ETF
PRFZ
0.13%
FTSE RAFI 1500
FB
0.13%
CL A
UNH
0.12%
COM
OEF
0.12%
S&P 100 ETF
MA
0.12%
CL A
XLU
0.11%
SBI INT-UTILS
BA
0.11%
COM
EMR
0.11%
COM
TYG
0.11%
COM
BP
0.1%
SPONSORED ADR
CMCSA
0.1%
CL A
BAC
0.1%
COM
BND
0.1%
TOTAL BND MRKT
PM
0.1%
COM
VYMI
0.1%
INTL HIGH ETF
FNDX
0.1%
SCHWAB FDT US LG
VB
0.09%
SMALL CP ETF
IYZ
0.09%
U.S. TELECOM ETF
NEE
0.09%
COM
VZ
0.09%
COM
MUB
0.08%
NAT AMT FREE BD
MDT
0.08%
SHS
IDU
0.07%
U.S. UTILITS ETF
BMY
0.07%
COM
UNP
0.07%
COM
ORCL
0.07%
COM
HRL
0.07%
COM
VEA
0.07%
FTSE DEV MKT ETF
NSC
0.07%
COM
MO
0.07%
COM
EEM
0.06%
MSCI EMG MKT ETF
PLD
0.06%
COM
VO
0.06%
MID CAP ETF
TFI
0.06%
NUVN BRCLY MUNI
YUM
0.06%
COM
IBM
0.06%
COM
CVS
0.06%
COM
VOO
0.06%
SHS
TMO
0.06%
COM
AVGO
0.06%
COM
ABBV
0.06%
COM
AMGN
0.06%
COM
LNC
0.06%
COM
ABT
0.05%
COM
VUG
0.05%
GROWTH ETF
VV
0.05%
LARGE CAP ETF
QCRH
0.05%
COM
GLW
0.05%
COM
AMT
0.05%
COM
ADI
0.05%
COM
KMB
0.05%
COM
LOW
0.05%
COM
RTN
0.05%
COM NEW
IYM
0.05%
U.S. BAS MTL ETF
IEMG
0.05%
CORE MSCI EMKT
SCHF
0.05%
INTL EQTY ETF
IJR
0.05%
CORE S&P SCP ETF
BBY
0.05%
COM
MINT
0.05%
ENHAN SHRT MAT
MS
0.05%
COM NEW
LULU
0.05%
COM
NKE
0.05%
CL B
JTD
0.04%
COM
ITM
0.04%
AMT FREE INT ETF
CDW
0.04%
COM
GE
0.04%
COM
WM
0.04%
COM
MET
0.04%
COM
ETN
0.04%
SHS
C
0.04%
COM NEW
DAL
0.04%
COM NEW
DHI
0.04%
COM
EXC
0.04%
COM
DXCM
0.04%
COM
STZ
0.04%
CL A
F
0.04%
COM PAR $0.01
RCL
0.04%
COM
TMUS
0.04%
COM
IYG
0.04%
U.S. FIN SVC ETF
DWDP
0.04%
COM
WCG
0.04%
COM
BR
0.04%
COM
NVDA
0.04%
COM
STWD
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
CNP
0.04%
COM
CFG
0.04%
COM
ZBRA
0.04%
CL A
CELG
0.04%
COM
SBUX
0.04%
COM
PSX
0.03%
COM
SPGI
0.03%
COM
ADP
0.03%
COM
VMC
0.03%
COM
ITW
0.03%
COM
VOE
0.03%
MCAP VL IDXVIP
KBE
0.03%
S&P BK ETF
RF
0.03%
COM
AWI
0.03%
COM
COST
0.03%
COM
ADBE
0.03%
COM
PGF
0.03%
FINL PFD ETF
TJX
0.03%
COM
IWS
0.03%
RUS MDCP VAL ETF
ICE
0.03%
COM
DHR
0.03%
COM
GD
0.03%
COM
MSI
0.03%
COM NEW
EGP
0.03%
COM
MPC
0.03%
COM
MDLZ
0.03%
CL A
PKG
0.03%
COM
YUMC
0.03%
COM
TGT
0.03%
COM
ZTS
0.03%
CL A
DGX
0.03%
COM
STLD
0.03%
COM
BSCK
0.03%
BULSHS 2020 CB
FISV
0.02%
COM
LLL
0.02%
COM
QQQ
0.02%
UNIT SER 1
LITE
0.02%
COM
AFL
0.02%
COM
CBSH
0.02%
COM
CI
0.02%
COM
BKNG
0.02%
COM
MDY
0.02%
UTSER1 S&PDCRP
DUK
0.02%
COM NEW
OXY
0.02%
COM
NFLX
0.02%
COM
ALL
0.02%
COM
SWKS
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
EBAY
0.02%
COM
VNQ
0.02%
REIT ETF
CLX
0.02%
COM
PNC
0.02%
COM
OZK
0.02%
COM
PYPL
0.02%
COM
EA
0.02%
COM
BLK
0.02%
COM
ELAN
0.02%
COM
IAU
0.02%
ISHARES
HON
0.02%
COM
TXN
0.02%
COM
TCP
0.02%
UT COM LTD PRT
CRM
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
BDX
0.02%
COM
EPD
0.02%
COM
DE
0.02%
COM
IYH
0.02%
US HLTHCARE ETF
WBA
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
XLNX
0.02%
COM
TIF
0.02%
COM
INFY
0.01%
SPONSORED ADR
NAZ
0.01%
COM
AMLP
0.01%
ALERIAN MLP
FMO
0.01%
COM
AWP
0.01%
COM SH BEN INT
BLL
0.21%
COM
PRU
0.05%
COM
TSN
0.04%
CL A
VLO
0.03%
COM
SABR
0.02%
COM