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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
61
8
7
1
5
3
42
7
3
BKD WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings222

Total Value ($x1000)1,081,241
Activities
New25

Increased94

Unchanged12

Decreased91

Sold Out31

Top 10 Stock Holdingstotal 60.04%
VTI27.89

VEU13.54

IVV5.09

SCHB3.05

PRF2.54

 
JKHY2

IVE1.9

IXUS1.45

CWI1.31

ITOT1.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
27.89%
TOTAL STK MKT
VEU
13.54%
ALLWRLD EX US
IVV
5.09%
CORE S&P500 ETF
SCHB
3.05%
US BRD MKT ETF
PRF
2.54%
FTSE RAFI 1000
JKHY
2%
COM
IVE
1.9%
S&P 500 VAL ETF
IXUS
1.45%
CORE MSCITOTAL
CWI
1.31%
MSCI ACWI EXUS
ITOT
1.27%
CORE S&P TTL STK
IVW
1.23%
S&P 500 GRWT ETF
IWP
1.02%
RUS MD CP GR ETF
IJH
0.85%
CORE S&P MCP ETF
SDY
0.85%
S&P DIVID ETF
EFA
0.82%
MSCI EAFE ETF
AGG
0.75%
CORE TOTUSBD ETF
MSFT
0.73%
COM
IEFA
0.69%
CORE MSCI EAFE
AAPL
0.69%
COM
VYM
0.57%
HIGH DIV YLD
MUB
0.55%
NAT AMT FREE BD
CSCO
0.55%
COM
IWV
0.53%
RUSSELL 3000 ETF
JNJ
0.49%
COM
IWR
0.46%
RUS MID-CAP ETF
PEP
0.43%
COM
PFE
0.42%
COM
JPM
0.41%
COM
COP
0.39%
COM
DIS
0.39%
COM DISNEY
PG
0.37%
COM
ORLY
0.34%
COM
MMM
0.33%
COM
SYY
0.32%
COM
CVX
0.32%
COM
SCZ
0.32%
EAFE SML CP ETF
VWO
0.32%
FTSE EMR MKT ETF
ACN
0.31%
SHS CLASS A
CAT
0.3%
COM
VIG
0.3%
DIV APP ETF
VTEB
0.3%
TAX-EXEMPT BD
MCHP
0.3%
COM
UTX
0.3%
COM
APH
0.28%
CL A
GM
0.27%
COM
CSX
0.26%
COM
ANTM
0.25%
COM
TFI
0.24%
NUVN BRCLY MUNI
INTC
0.24%
COM
PXF
0.24%
FTSE RAFI DEV
BAX
0.24%
COM
AXP
0.24%
COM
KO
0.24%
COM
IWM
0.23%
RUSSELL 2000 ETF
IWF
0.22%
RUS 1000 GRW ETF
CB
0.21%
COM
TROW
0.21%
COM
WMT
0.21%
COM
CL
0.19%
COM
BLL
0.19%
COM
OEF
0.18%
S&P 100 ETF
EFAV
0.18%
EAFE MIN VOL ETF
XLB
0.17%
SBI MATERIALS
BSCO
0.17%
BULSHS 2024 CB
LH
0.17%
COM NEW
IWB
0.16%
RUS 1000 ETF
OMC
0.16%
COM
KRE
0.16%
S&P REGL BKG
XOM
0.15%
COM
SPY
0.15%
TR UNIT
USMV
0.14%
USA MIN VOL ETF
MCD
0.14%
COM
AMZN
0.14%
COM
UNH
0.14%
COM
HD
0.14%
COM
V
0.14%
COM CL A
GOOG
0.14%
CAP STK CL C
WFC
0.13%
COM
PRFZ
0.13%
FTSE RAFI 1500
MRK
0.12%
COM
XLY
0.11%
SBI CONS DISCR
XLU
0.11%
SBI INT-UTILS
BA
0.11%
COM
IWD
0.11%
RUS 1000 VAL ETF
BMY
0.11%
COM
IYZ
0.1%
U.S. TELECOM ETF
TYG
0.1%
COM
VB
0.1%
SMALL CP ETF
FNDX
0.1%
SCHWAB FDT US LG
GILD
0.1%
COM
UPS
0.1%
CL B
BAC
0.1%
COM
FB
0.09%
CL A
VZ
0.09%
COM
SLB
0.09%
COM
VOO
0.09%
SHS
VYMI
0.09%
INTL HIGH ETF
IEMG
0.08%
CORE MSCI EMKT
USB
0.08%
COM NEW
ABBV
0.08%
COM
MA
0.07%
CL A
HRL
0.07%
COM
IDU
0.07%
U.S. UTILITS ETF
AMGN
0.07%
COM
MDT
0.07%
SHS
GOVT
0.07%
U.S. TRS BD ETF
WDC
0.07%
COM
XLC
0.07%
COMMUNICATION
EEM
0.07%
MSCI EMG MKT ETF
ORCL
0.07%
COM
YUM
0.06%
COM
NSC
0.06%
COM
ADI
0.06%
COM
BP
0.06%
SPONSORED ADR
VO
0.06%
MID CAP ETF
UNP
0.06%
COM
VUG
0.06%
GROWTH ETF
PLD
0.06%
COM
MO
0.06%
COM
QCRH
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
IBM
0.05%
COM
SYK
0.05%
COM
AVGO
0.05%
COM
SCHF
0.05%
INTL EQTY ETF
KMB
0.05%
COM
PM
0.05%
COM
LKFN
0.05%
COM
IYM
0.05%
U.S. BAS MTL ETF
ABT
0.05%
COM
MS
0.05%
COM NEW
TMO
0.05%
COM
VANECK V...
0.05%
AMT FREE INT ETF
LOW
0.05%
COM
VV
0.05%
LARGE CAP ETF
DWDP
0.05%
COM
DXCM
0.05%
COM
AMT
0.05%
COM
NKE
0.04%
CL B
CVS
0.04%
COM
PRU
0.04%
COM
DAL
0.04%
COM NEW
CDW
0.04%
COM
BBY
0.04%
COM
JTD
0.04%
COM
GLW
0.04%
COM
TMUS
0.04%
COM
WM
0.04%
COM
EXC
0.04%
COM
IYG
0.04%
U.S. FIN SVC ETF
LULU
0.04%
COM
C
0.04%
COM NEW
DHI
0.04%
COM
BR
0.04%
COM
CNP
0.04%
COM
RCL
0.04%
COM
CFG
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
WCG
0.04%
COM
VOE
0.03%
MCAP VL IDXVIP
STWD
0.03%
COM
PSX
0.03%
COM
EMR
0.03%
COM
SBUX
0.03%
COM
MSI
0.03%
COM NEW
TSN
0.03%
CL A
RF
0.03%
COM
CIGNA CO...
0.03%
COM
PGF
0.03%
FINL PFD ETF
KBE
0.03%
S&P BK ETF
ITW
0.03%
COM
VMC
0.03%
COM
QQQ
0.03%
UNIT SER 1
TJX
0.03%
COM
BSCK
0.03%
BULSHS 2020 CB
ADP
0.03%
COM
NVDA
0.03%
COM
BKNG
0.03%
COM
ADBE
0.03%
COM
IYH
0.03%
US HLTHCARE ETF
DUK
0.03%
COM NEW
GD
0.03%
COM
VLO
0.03%
COM
SPGI
0.03%
COM
MINT
0.03%
ENHAN SHRT MAT
EGP
0.03%
COM
CBSH
0.03%
COM
AWI
0.03%
COM
EA
0.02%
COM
KBALB
0.02%
CL B
CELG
0.02%
COM
SWKS
0.02%
COM
DGX
0.02%
COM
STLD
0.02%
COM
WBA
0.02%
COM
AFL
0.02%
COM
MDLZ
0.02%
CL A
DHR
0.02%
COM
TGT
0.02%
COM
YUMC
0.02%
COM
OXY
0.02%
COM
PNC
0.02%
COM
NEE
0.02%
COM
COST
0.02%
COM
CLX
0.02%
COM
ZTS
0.02%
CL A
IJK
0.02%
S&P MC 400GR ETF
MDY
0.02%
UTSER1 S&PDCRP
PKG
0.02%
COM
VNQ
0.02%
REIT ETF
IAU
0.02%
ISHARES
ALL
0.02%
COM
ZBRA
0.02%
CL A
SABR
0.02%
COM
BLK
0.02%
COM
EBAY
0.02%
COM
DE
0.02%
COM
NAZ
0.01%
COM
AMLP
0.01%
ALERIAN MLP
GE
0.01%
COM
FMO
0.01%
COM
F
0.01%
COM PAR $0.01
KE
0.63%
COM
LLY
0.57%
COM
GOOGL
0.44%
CAP STK CL A
WELLS FA...
0.2%
PRN
CMCSA
0.09%
CL A
DXC
0.07%
COM
ITM
0.04%
AMT FREE INT ETF
NTAP
0.04%
COM
KEY
0.04%
COM
PVH
0.04%
COM
(NOTE)
0.03%
PRN
OZK
0.03%
COM
TAP
0.03%
CL B
AZO
0.02%
COM
NFLX
0.02%
COM
HON
0.02%
COM
(NOTE)
0.02%
PRN
APTV
0.02%
SHS
LLL
0.02%
COM
BIIB
0.02%
COM
K
0.02%
COM
WAB
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
EPD
0.02%
COM
GS
0.02%
COM
AMP
0.02%
COM
TOT
0.02%
SPONSORED ADR
CTSH
0.02%
CL A
LMT
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
MFA
0.02%
COM