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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
63
11
8
1
6
1
45
8
2
BKD WEALTH ADVISORS LLC

Time Period2018-06-30

Total Holdings232

Total Value ($x1000)1,029,448
Activities
New20

Increased104

Unchanged24

Decreased84

Sold Out20

Top 10 Stock Holdingstotal 65.85%
VTI30.94

VEU16.16

IVV4.8

SCHB2.82

PRF2.76

 
IWP2.2

JKHY2.18

IVE1.62

CWI1.25

IJH1.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
30.94%
TOTAL STK MKT
VEU
16.16%
ALLWRLD EX US
IVV
4.8%
CORE S&P500 ETF
SCHB
2.82%
US BRD MKT ETF
PRF
2.76%
FTSE RAFI 1000
IWP
2.2%
RUS MD CP GR ETF
JKHY
2.18%
COM
IVE
1.62%
S&P 500 VAL ETF
CWI
1.25%
MSCI ACWI EXUS
IJH
1.12%
CORE S&P MCP ETF
EFA
1.06%
MSCI EAFE ETF
AAPL
0.86%
COM
SDY
0.86%
S&P DIVID ETF
IWR
0.85%
RUS MID-CAP ETF
MSFT
0.77%
COM
ITOT
0.7%
CORE S&P TTL STK
IVW
0.7%
S&P 500 GRWT ETF
KE
0.66%
COM
KBALB
0.63%
CL B
IWV
0.63%
RUSSELL 3000 ETF
CSCO
0.59%
COM
VYM
0.55%
HIGH DIV YLD
LLY
0.5%
COM
SCZ
0.49%
EAFE SML CP ETF
JNJ
0.47%
COM
COP
0.47%
COM
GOOGL
0.46%
CAP STK CL A
PEP
0.45%
COM
JPM
0.45%
COM
BRK.B
0.42%
CL B NEW
MCHP
0.39%
COM
CVX
0.39%
COM
SYY
0.39%
COM
DIS
0.39%
COM DISNEY
ACN
0.38%
SHS CLASS A
ORLY
0.37%
COM
MMM
0.37%
COM
UTX
0.36%
COM
PFE
0.36%
COM
VWO
0.34%
FTSE EMR MKT ETF
SLB
0.34%
COM
CAT
0.34%
COM
IWM
0.33%
RUSSELL 2000 ETF
PG
0.33%
COM
F
0.33%
COM PAR $0.01
GM
0.31%
COM
APH
0.3%
CL A
BAX
0.3%
COM
CSX
0.3%
COM
TROW
0.27%
COM
XOM
0.27%
COM
IWF
0.26%
RUS 1000 GRW ETF
INTC
0.26%
COM
LH
0.26%
COM NEW
IEFA
0.26%
CORE MSCI EAFE
ANTM
0.26%
COM
PXF
0.26%
FTSE RAFI DEV
CL
0.25%
COM
AXP
0.25%
COM
KO
0.24%
COM
WFC
0.24%
COM
WMT
0.23%
COM
PRFZ
0.22%
FTSE RAFI 1500
IYZ
0.21%
U.S. TELECOM ETF
USB
0.21%
COM NEW
CB
0.21%
COM
KRE
0.2%
S&P REGL BKG
XLB
0.2%
SBI MATERIALS
GILD
0.2%
COM
WDC
0.19%
COM
EFAV
0.19%
EAFE MIN VOL ETF
IWB
0.19%
RUS 1000 ETF
IXUS
0.19%
CORE MSCITOTAL
TYG
0.18%
COM
OMC
0.18%
COM
UPS
0.18%
CL B
BSCO
0.18%
BULSHS 2024 CB
LKFN
0.17%
COM
HD
0.17%
COM
USMV
0.17%
USA MIN VOL ETF
SPY
0.17%
TR UNIT
AMZN
0.16%
COM
MRK
0.15%
COM
FB
0.15%
CL A
AGG
0.14%
CORE TOTUSBD ETF
IBM
0.14%
COM
MCD
0.14%
COM
GOOG
0.13%
CAP STK CL C
VB
0.13%
SMALL CP ETF
UNH
0.13%
COM
VO
0.13%
MID CAP ETF
BA
0.13%
COM
ABBV
0.12%
COM
VTEB
0.12%
TAX-EXEMPT BD
IWD
0.12%
RUS 1000 VAL ETF
FNDX
0.11%
SCHWAB FDT US LG
BAC
0.11%
COM
V
0.11%
COM CL A
PM
0.1%
COM
XLU
0.1%
SBI INT-UTILS
VOE
0.1%
MCAP VL IDXVIP
IJR
0.1%
CORE S&P SCP ETF
MDT
0.1%
SHS
CMCSA
0.09%
CL A
VZ
0.09%
COM
VYMI
0.09%
INTL HIGH ETF
MA
0.09%
CL A
DWDP
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
DXC
0.08%
COM
BP
0.08%
SPONSORED ADR
IDU
0.08%
U.S. UTILITS ETF
ORCL
0.07%
COM
BMY
0.07%
COM
AMGN
0.07%
COM
MO
0.07%
COM
NSC
0.07%
COM
UNP
0.07%
COM
IYM
0.07%
U.S. BAS MTL ETF
HRL
0.07%
COM
LOW
0.06%
COM
ADI
0.06%
COM
C
0.06%
COM NEW
NMZ
0.06%
COM
PSX
0.06%
COM
SYK
0.06%
COM
YUM
0.06%
COM
VUG
0.06%
GROWTH ETF
VLO
0.06%
COM
MS
0.06%
COM NEW
BR
0.06%
COM
SCHF
0.06%
INTL EQTY ETF
NKE
0.05%
CL B
VV
0.05%
LARGE CAP ETF
JTD
0.05%
COM
IYG
0.05%
U.S. FIN SVC ETF
KMB
0.05%
COM
ITM
0.05%
AMT FREE INT ETF
CDW
0.05%
COM
VOO
0.05%
SHS
WM
0.05%
COM
TEL
0.05%
REG SHS
DAL
0.05%
COM NEW
PRU
0.05%
COM
BBY
0.05%
COM
IAU
0.05%
ISHARES
DHI
0.05%
COM
STLD
0.05%
COM
IJT
0.05%
SP SMCP600GR ETF
LEA
0.04%
COM NEW
AMT
0.04%
COM
LRCX
0.04%
COM
RF
0.04%
COM
ABT
0.04%
COM
EXC
0.04%
COM
PVH
0.04%
COM
KEY
0.04%
COM
CFG
0.04%
COM
KBE
0.04%
S&P BK ETF
GLW
0.04%
COM
MSI
0.04%
COM NEW
PLD
0.04%
COM
CVS
0.04%
COM
GD
0.04%
COM
EBAY
0.04%
COM
TSN
0.04%
CL A
RWX
0.04%
DJ INTL RL ETF
STWD
0.04%
COM
RCL
0.04%
COM
CNP
0.04%
COM
DXCM
0.04%
COM
EMR
0.04%
COM
GE
0.04%
COM
ITW
0.04%
COM
LB
0.04%
COM
NAZ
0.04%
COM
IEMG
0.04%
CORE MSCI EMKT
PGF
0.04%
FINL PFD ETF
QQQ
0.04%
UNIT SER 1
OZRK
0.04%
COM
DGX
0.03%
COM
VNQ
0.03%
REIT ETF
EGP
0.03%
COM
PCI
0.03%
COM SHS
TJX
0.03%
COM
ADBE
0.03%
COM
BKNG
0.03%
COM
ADP
0.03%
COM
VMC
0.03%
COM
MHI
0.03%
COM SHS
BSCK
0.03%
BULSHS 2020 CB
TAP
0.03%
CL B
NFLX
0.03%
COM
COST
0.03%
COM
KYN
0.03%
COM
MDLZ
0.03%
CL A
CELG
0.03%
COM
PKG
0.03%
COM
IYH
0.03%
US HLTHCARE ETF
YUMC
0.03%
COM
PNC
0.03%
COM
SWKS
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
MDY
0.03%
UTSER1 S&PDCRP
AZO
0.03%
COM
CBSH
0.03%
COM
APTV
0.02%
SHS
AFL
0.02%
COM
NVDA
0.02%
COM
ALL
0.02%
COM
HON
0.02%
COM
EPD
0.02%
COM
OXY
0.02%
COM
CLX
0.02%
COM
WAB
0.02%
COM
TMUS
0.02%
COM
NEE
0.02%
COM
SBUX
0.02%
COM
TMO
0.02%
COM
BLK
0.02%
COM
DUK
0.02%
COM NEW
LLL
0.02%
COM
TXN
0.02%
COM
CTSH
0.02%
CL A
HYG
0.02%
IBOXX HI YD ETF
HYD
0.02%
HIGH YLD MUN ETF
AMP
0.02%
COM
MFA
0.02%
COM
FMO
0.02%
COM
VKQ
0.01%
COM
AMLP
0.01%
ALERIAN MLP
LYG
< 0.01%
SPONSORED ADR
PRF
2.78%
FTSE RAFI 1000
PXF
0.33%
DEV MKTS EX-US
PRFZ
0.22%
FTSE US1500 SM
TWX
0.2%
COM NEW
DPS
0.05%
COM
SWK
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
SCHD
0.05%
US DIVIDEND EQ
SPLV
0.05%
S&P500 LOW VOL
GAL
0.05%
GLOBL ALLO ETF
OC
0.05%
COM
TCP
0.05%
UT COM LTD PRT
DFE
0.04%
EUROPE SMCP DV
AEP
0.04%
COM
QQQ
0.04%
UNIT SER 1
PGF
0.04%
FINL PFD PTFL
ETR
0.02%
COM
GS
0.02%
COM
SPHD
0.02%
PWRSH S&P500HI
WBA
0.02%
COM