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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
68
9
9
5
8
1
44
6
2
BKD WEALTH ADVISORS LLC

Time Period2017-12-31

Total Holdings241

Total Value ($x1000)999,840
Activities
New29

Increased110

Unchanged10

Decreased92

Sold Out10

Top 10 Stock Holdingstotal 65.9%
VTI30.17

VEU17.15

IVV5.01

PRF2.99

SCHB2.69

 
JKHY2.01

IJH1.98

IVW1.53

CWI1.27

EFA1.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
30.17%
TOTAL STK MKT
VEU
17.15%
ALLWRLD EX US
IVV
5.01%
CORE S&P500 ETF
PRF
2.99%
FTSE RAFI 1000
SCHB
2.69%
US BRD MKT ETF
JKHY
2.01%
COM
IJH
1.98%
CORE S&P MCP ETF
IVW
1.53%
S&P 500 GRWT ETF
CWI
1.27%
MSCI ACWI EXUS
EFA
1.1%
MSCI EAFE ETF
SDY
1.06%
S&P DIVID ETF
IWP
0.94%
RUS MD CP GR ETF
SCZ
0.89%
EAFE SML CP ETF
IWR
0.84%
RUS MID-CAP ETF
AAPL
0.8%
COM
MSFT
0.69%
COM
F
0.66%
COM PAR $0.01
IWV
0.63%
RUSSELL 3000 ETF
IVE
0.61%
S&P 500 VAL ETF
ITOT
0.58%
CORE S&P TTL STK
JNJ
0.55%
COM
BRK.B
0.54%
CL B NEW
PEP
0.53%
COM
CSCO
0.51%
COM
JPM
0.49%
COM
VYM
0.47%
HIGH DIV YLD
PG
0.44%
COM
MMM
0.44%
COM
GOOGL
0.44%
CAP STK CL A
COP
0.4%
COM
CVX
0.39%
COM
DIS
0.39%
COM DISNEY
PXF
0.38%
DEV MKTS EX-US
PFE
0.38%
COM
UTX
0.37%
COM
ACN
0.37%
SHS CLASS A
SYY
0.36%
COM
CAT
0.36%
COM
CL
0.35%
COM
IWM
0.34%
RUSSELL 2000 ETF
VWO
0.33%
FTSE EMR MKT ETF
GM
0.32%
COM
IEFA
0.3%
CORE MSCI EAFE
VB
0.29%
SMALL CP ETF
MCHP
0.29%
COM
CSX
0.28%
COM
INTC
0.28%
COM
SLB
0.28%
COM
WFC
0.27%
COM
TROW
0.27%
COM
ORLY
0.27%
COM
AGG
0.26%
CORE TOTUSBD ETF
TYG
0.26%
COM
PRFZ
0.26%
FTSE US1500 SM
ANTM
0.26%
COM
BAX
0.26%
COM
APH
0.25%
CL A
CB
0.24%
COM
WMT
0.24%
COM
KO
0.23%
COM
EFAV
0.23%
EAFE MIN VOL ETF
IYZ
0.23%
U.S. TELECOM ETF
LH
0.23%
COM NEW
AXP
0.22%
COM
XOM
0.22%
COM
XLB
0.2%
SBI MATERIALS
WDC
0.2%
COM
USMV
0.2%
USA MIN VOL ETF
TWX
0.2%
COM NEW
GE
0.19%
COM
BSCO
0.19%
2024 CORP BOND
IWB
0.19%
RUS 1000 ETF
KRE
0.19%
S&P REGL BKG
IBM
0.18%
COM
OMC
0.17%
COM
HD
0.16%
COM
GILD
0.16%
COM
MCD
0.16%
COM
SPY
0.15%
TR UNIT
FB
0.15%
CL A
BAC
0.15%
COM
ABBV
0.15%
COM
LKFN
0.14%
COM
IWF
0.14%
RUS 1000 GRW ETF
PM
0.14%
COM
IXUS
0.14%
CORE MSCITOTAL
VTEB
0.13%
TAX-EXEMPT BD
UNH
0.13%
COM
VZ
0.12%
COM
LB
0.12%
COM
FNDX
0.12%
SCHWAB FDT US LG
BA
0.12%
COM
AMZN
0.12%
COM
MO
0.12%
COM
CMCSA
0.11%
CL A
DWDP
0.11%
COM
GOOG
0.1%
CAP STK CL C
VOE
0.1%
MCAP VL IDXVIP
ITM
0.1%
AMT FREE INT ETF
V
0.1%
COM CL A
XLU
0.09%
SBI INT-UTILS
USB
0.09%
COM NEW
BMY
0.09%
COM
MRK
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
HON
0.09%
COM
MDT
0.09%
SHS
ORCL
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
IDU
0.08%
U.S. UTILITS ETF
MS
0.08%
COM NEW
MA
0.08%
CL A
IYM
0.07%
U.S. BAS MTL ETF
TCP
0.07%
UT COM LTD PRT
BP
0.07%
SPONSORED ADR
C
0.07%
COM NEW
SCHF
0.07%
INTL EQTY ETF
UPS
0.07%
CL B
NMZ
0.07%
COM
AMGN
0.07%
COM
HRL
0.07%
COM
DHI
0.07%
COM
VLO
0.07%
COM
YUM
0.06%
COM
PRU
0.06%
COM
PSX
0.06%
COM
AVGO
0.06%
SHS
DXC
0.06%
COM
UNP
0.06%
COM
VUG
0.06%
GROWTH ETF
KMB
0.06%
COM
TAP
0.06%
CL B
JTD
0.06%
COM
SYK
0.06%
COM
EBAY
0.06%
COM
IYG
0.06%
U.S. FIN SVC ETF
GLW
0.06%
COM
ABT
0.06%
COM
SWK
0.06%
COM
CLX
0.05%
COM
CFG
0.05%
COM
VV
0.05%
LARGE CAP ETF
IWD
0.05%
RUS 1000 VAL ETF
SCHD
0.05%
US DIVIDEND EQ
OC
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
GD
0.05%
COM
LRCX
0.05%
COM
DEF
0.05%
GUGGEN DEFN EQTY
HAL
0.05%
COM
AEP
0.05%
COM
MSI
0.05%
COM NEW
BR
0.05%
COM
SPLV
0.05%
S&P500 LOW VOL
LEA
0.05%
COM NEW
EXC
0.05%
COM
PVH
0.05%
COM
RCL
0.05%
COM
KYN
0.05%
COM
CDW
0.04%
COM
JNPR
0.04%
COM
CVS
0.04%
COM
AMT
0.04%
COM
DFE
0.04%
EUROPE SMCP DV
PLD
0.04%
COM
RF
0.04%
COM
ITW
0.04%
COM
DPS
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
RWX
0.04%
DJ INTL RL ETF
INGR
0.04%
COM
NAZ
0.04%
COM
IEMG
0.04%
CORE MSCI EMKT
STWD
0.04%
COM
PCI
0.04%
COM SHS
OZRK
0.04%
COM
DUK
0.04%
COM NEW
CNP
0.04%
COM
PGF
0.04%
FINL PFD PTFL
CELG
0.04%
COM
AVY
0.04%
COM
MHI
0.04%
COM SHS
SWKS
0.04%
COM
KBALB
0.04%
CL B
VNQ
0.04%
REIT ETF
PKG
0.03%
COM
PNC
0.03%
COM
LMT
0.03%
COM
LOW
0.03%
COM
MDLZ
0.03%
CL A
NKE
0.03%
CL B
QQQ
0.03%
UNIT SER 1
ALL
0.03%
COM
FDX
0.03%
COM
EGP
0.03%
COM
D
0.03%
COM
BSCK
0.03%
GUG BULL2020 E
MFA
0.03%
COM
GS
0.03%
COM
HYD
0.03%
HIGH YLD MUN ETF
YUMC
0.03%
COM
ETR
0.03%
COM
AFL
0.03%
COM
ADP
0.03%
COM
NSC
0.03%
COM
VOO
0.03%
SHS
NEE
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
PCLN
0.03%
COM NEW
SBUX
0.03%
COM
EMR
0.03%
COM
GIS
0.03%
COM
COST
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
AZO
0.03%
COM
CCK
0.03%
COM
ENB
0.02%
COM
DE
0.02%
COM
SPHD
0.02%
PWRSH S&P500HI
TXN
0.02%
COM
TMUS
0.02%
COM
OXY
0.02%
COM
WBA
0.02%
COM
DXCM
0.02%
COM
APTV
0.02%
SHS
MET
0.02%
COM
CBSH
0.02%
COM
QCOM
0.02%
COM
CI
0.02%
COM
FMO
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
TMO
0.02%
COM
ALK
0.02%
COM
RDS/B
0.02%
SPON ADR B
MON
0.02%
COM
BIIB
0.02%
COM
IAU
0.02%
ISHARES
VKQ
0.01%
COM
AMLP
0.01%
ALERIAN MLP
WFT
0.01%
ORD
LYG
< 0.01%
SPONSORED ADR
AMU
0.06%
ETRAC ALER MLP
CBS
0.04%
CL B
TEVA
0.04%
ADR
PPG
0.04%
COM
KHC
0.03%
COM
K
0.03%
COM
CRI
0.03%
COM
XLV
0.02%
SBI HEALTHCARE
AGN
0.02%
SHS
KMI
0.02%
COM