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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
64
9
8
4
7
1
44
6
2
BKD WEALTH ADVISORS LLC

Time Period2018-03-31

Total Holdings236

Total Value ($x1000)1,062,827
Activities
New19

Increased88

Unchanged21

Decreased108

Sold Out24

Top 10 Stock Holdingstotal 64.01%
VTI29.03

VEU16.34

IVV4.66

PRF2.69

SCHB2.58

 
IVW2.32

IWP2.09

JKHY1.99

CWI1.21

EFA1.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
29.03%
TOTAL STK MKT
VEU
16.34%
ALLWRLD EX US
IVV
4.66%
CORE S&P500 ETF
PRF
2.69%
FTSE RAFI 1000
SCHB
2.58%
US BRD MKT ETF
IVW
2.32%
S&P 500 GRWT ETF
IWP
2.09%
RUS MD CP GR ETF
JKHY
1.99%
COM
CWI
1.21%
MSCI ACWI EXUS
EFA
1.1%
MSCI EAFE ETF
IJH
1.05%
CORE S&P MCP ETF
SDY
0.83%
S&P DIVID ETF
AAPL
0.8%
COM
IWR
0.8%
RUS MID-CAP ETF
MSFT
0.74%
COM
KBALB
0.72%
CL B
IWV
0.6%
RUSSELL 3000 ETF
ITOT
0.6%
CORE S&P TTL STK
CSCO
0.6%
COM
KE
0.59%
COM
SCZ
0.54%
EAFE SML CP ETF
VYM
0.53%
HIGH DIV YLD
JNJ
0.48%
COM
LLY
0.46%
COM
VWO
0.46%
FTSE EMR MKT ETF
COP
0.45%
COM
JPM
0.44%
COM
PEP
0.42%
COM
GOOGL
0.41%
CAP STK CL A
MMM
0.38%
COM
CAT
0.37%
COM
CVX
0.36%
COM
DIS
0.36%
COM DISNEY
PFE
0.35%
COM
ACN
0.35%
SHS CLASS A
PG
0.35%
COM
UTX
0.35%
COM
SYY
0.35%
COM
CL
0.33%
COM
ORLY
0.33%
COM
F
0.32%
COM PAR $0.01
PXF
0.32%
DEV MKTS EX-US
SLB
0.31%
COM
IWM
0.31%
RUSSELL 2000 ETF
GM
0.29%
COM
MCHP
0.28%
COM
INTC
0.27%
COM
CSX
0.27%
COM
WMT
0.27%
COM
BAX
0.26%
COM
TROW
0.26%
COM
XOM
0.25%
COM
EFAV
0.25%
EAFE MIN VOL ETF
ANTM
0.24%
COM
APH
0.24%
CL A
IWF
0.24%
RUS 1000 GRW ETF
KO
0.23%
COM
LH
0.23%
COM NEW
IYZ
0.22%
U.S. TELECOM ETF
IEFA
0.22%
CORE MSCI EAFE
CB
0.22%
COM
PRFZ
0.22%
FTSE US1500 SM
WDC
0.22%
COM
AXP
0.21%
COM
USB
0.2%
COM NEW
WFC
0.2%
COM
XLB
0.2%
SBI MATERIALS
TWX
0.2%
COM NEW
GILD
0.18%
COM
KRE
0.18%
S&P REGL BKG
TYG
0.18%
COM
IWB
0.18%
RUS 1000 ETF
AGG
0.17%
CORE TOTUSBD ETF
OMC
0.17%
COM
USMV
0.17%
USA MIN VOL ETF
LKFN
0.16%
COM
IXUS
0.16%
CORE MSCITOTAL
IBM
0.15%
COM
HD
0.15%
COM
SPY
0.15%
TR UNIT
MRK
0.14%
COM
ABBV
0.14%
COM
VB
0.14%
SMALL CP ETF
BA
0.14%
COM
VO
0.14%
MID CAP ETF
AMZN
0.13%
COM
MCD
0.12%
COM
GOOG
0.12%
CAP STK CL C
UNH
0.12%
COM
FB
0.12%
CL A
PM
0.12%
COM
VTEB
0.11%
TAX-EXEMPT BD
BAC
0.11%
COM
FNDX
0.11%
SCHWAB FDT US LG
EEM
0.11%
MSCI EMG MKT ETF
GE
0.1%
COM
XLU
0.1%
SBI INT-UTILS
IWD
0.1%
RUS 1000 VAL ETF
VOE
0.1%
MCAP VL IDXVIP
V
0.1%
COM CL A
DXC
0.09%
COM
ITM
0.09%
AMT FREE INT ETF
CMCSA
0.09%
CL A
IJR
0.09%
CORE S&P SCP ETF
DWDP
0.09%
COM
C
0.09%
COM NEW
LB
0.09%
COM
VZ
0.09%
COM
MDT
0.08%
SHS
MO
0.08%
COM
MA
0.08%
CL A
ORCL
0.08%
COM
IDU
0.07%
U.S. UTILITS ETF
BP
0.07%
SPONSORED ADR
UNP
0.07%
COM
IYM
0.07%
U.S. BAS MTL ETF
BMY
0.07%
COM
AMGN
0.06%
COM
YUM
0.06%
COM
VLO
0.06%
COM
MS
0.06%
COM NEW
HRL
0.06%
COM
SCHF
0.06%
INTL EQTY ETF
NMZ
0.06%
COM
UPS
0.06%
CL B
SYK
0.06%
COM
PSX
0.06%
COM
VYMI
0.05%
INTL HIGH ETF
LOW
0.05%
COM
BR
0.05%
COM
JTD
0.05%
COM
VV
0.05%
LARGE CAP ETF
PRU
0.05%
COM
TEL
0.05%
REG SHS
VUG
0.05%
GROWTH ETF
DHI
0.05%
COM
DAL
0.05%
COM NEW
DPS
0.05%
COM
SWK
0.05%
COM
IYG
0.05%
U.S. FIN SVC ETF
LRCX
0.05%
COM
SCHV
0.05%
US LCAP VA ETF
PVH
0.05%
COM
SCHD
0.05%
US DIVIDEND EQ
IAU
0.05%
ISHARES
GD
0.05%
COM
LEA
0.05%
COM NEW
STLD
0.05%
COM
SPLV
0.05%
S&P500 LOW VOL
OC
0.05%
COM
KMB
0.04%
COM
CDW
0.04%
COM
TAP
0.04%
CL B
NKE
0.04%
CL B
MSI
0.04%
COM NEW
VOO
0.04%
SHS
CFG
0.04%
COM
TCP
0.04%
UT COM LTD PRT
RF
0.04%
COM
RCL
0.04%
COM
DFE
0.04%
EUROPE SMCP DV
IJT
0.04%
SP SMCP600GR ETF
CLX
0.04%
COM
AMT
0.04%
COM
ABT
0.04%
COM
ADI
0.04%
COM
KBE
0.04%
S&P BK ETF
STWD
0.04%
COM
RWX
0.04%
DJ INTL RL ETF
PLD
0.04%
COM
IEMG
0.04%
CORE MSCI EMKT
IVE
0.04%
S&P 500 VAL ETF
AEP
0.04%
COM
CVS
0.04%
COM
CTSH
0.04%
CL A
CNP
0.04%
COM
EXC
0.04%
COM
QQQ
0.04%
UNIT SER 1
SWKS
0.04%
COM
NAZ
0.04%
COM
ITW
0.04%
COM
OZRK
0.03%
COM
TMO
0.03%
COM
PGF
0.03%
FINL PFD PTFL
EBAY
0.03%
COM
PKG
0.03%
COM
CELG
0.03%
COM
PCI
0.03%
COM SHS
MDLZ
0.03%
CL A
BBY
0.03%
COM
BKNG
0.03%
COM
DXCM
0.03%
COM
EGP
0.03%
COM
MHI
0.03%
COM SHS
EMR
0.03%
COM
YUMC
0.03%
COM
VNQ
0.03%
REIT ETF
SBUX
0.03%
COM
DUK
0.03%
COM NEW
PNC
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
KYN
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
ADP
0.03%
COM
TJX
0.02%
COM
CBSH
0.02%
COM
ETR
0.02%
COM
AFL
0.02%
COM
NSC
0.02%
COM
NFLX
0.02%
COM
NVDA
0.02%
COM
TMUS
0.02%
COM
HON
0.02%
COM
APTV
0.02%
SHS
GS
0.02%
COM
SPHD
0.02%
PWRSH S&P500HI
COST
0.02%
COM
EPD
0.02%
COM
ALL
0.02%
COM
BLK
0.02%
COM
RDS/B
0.02%
SPON ADR B
HYG
0.02%
IBOXX HI YD ETF
NEE
0.02%
COM
LLL
0.02%
COM
AMP
0.02%
COM
LMT
0.02%
COM
AZO
0.02%
COM
MON
0.02%
COM
OXY
0.02%
COM
HAL
0.02%
COM
HYD
0.02%
HIGH YLD MUN ETF
MFA
0.02%
COM
FMO
0.02%
COM
VKQ
0.01%
COM
AMLP
0.01%
ALERIAN MLP
LYG
< 0.01%
SPONSORED ADR
BRK.B
0.54%
CL B NEW
BSCO
0.19%
2024 CORP BOND
AVGO
0.06%
SHS
GLW
0.06%
COM
DEF
0.05%
GUGGEN DEFN EQTY
JNPR
0.04%
COM
INGR
0.04%
COM
AVY
0.04%
COM
FDX
0.03%
COM
D
0.03%
COM
BSCK
0.03%
GUG BULL2020 E
PCLN
0.03%
COM NEW
GIS
0.03%
COM
CCK
0.03%
COM
ENB
0.02%
COM
DE
0.02%
COM
TXN
0.02%
COM
WBA
0.02%
COM
MET
0.02%
COM
QCOM
0.02%
COM
CI
0.02%
COM
ALK
0.02%
COM
BIIB
0.02%
COM
WFT
0.01%
ORD