BKD Wealth Advisors, LLC
CIK 1352864 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- VTI24.69%
- VEU9.31%
- AGG2.90%
- SCHB2.51%
- FBND2.36%
- VOO2.33%
- DFAC2.31%
- IVV2.21%
- SCZ2.15%
- ITOT1.71%
Share classes counted separately52.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $886.67M | 24.69% | 3.74M shares | — | ↗▾ | |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $334.25M | 9.31% | 5.95M shares | — | ↗▾ | |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $104.32M | 2.90% | 1.05M shares | — | ↗▾ | |
| 04 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $90.08M | 2.51% | 1.62M shares | — | ↗▾ | |
| 05 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $84.91M | 2.36% | 1.84M shares | — | ↗▾ | |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $83.51M | 2.33% | 191.20K shares | — | ↗▾ | |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $83.10M | 2.31% | 2.84M shares | — | ↗▾ | |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $79.54M | 2.21% | 166.53K shares | — | ↗▾ | |
| 09 | SCZISHARES MSCI EAFE SMALL-CAPEAFE SML CP ETF View history and evidence | $77.09M | 2.15% | 1.25M shares | — | ↗▾ | |
| 10 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $61.26M | 1.71% | 582.19K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TIP ISHARES TIPS BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| VTIP VANGUARD SHORT-TERM TIPS | Non-derivative | — | — | SEC filing ↗ | |
| BRK.A BERKSHIRE HATHAWAY INC-CL A | Non-derivative | — | — | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1352864 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3591824982
}Research all 384 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.