BKD Wealth Advisors, LLC
CIK 1352864 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- VTI25.74%
- VEU9.37%
- VOO3.17%
- AGG2.97%
- SCHB2.85%
- FBND2.71%
- DFAC2.15%
- IVV2.10%
- SCZ1.71%
- MUB1.46%
Share classes counted separately54.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HELOWeight increased · +0.84 pp0.52% → 1.36%Shares +611.60K (+172.00%)
- IJHWeight decreased · -0.22 pp1.01% → 0.79%Shares -135.86K (-19.72%)
- VTVWeight decreased · -0.17 pp0.90% → 0.73%Shares -43.84K (-19.41%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $1.12B | 25.74% | 3.96M shares | 25.60% → 25.74%+0.14 pp +120.77K (+3.15%) | Added | ↗▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $407.91M | 9.37% | 6.47M shares | 9.24% → 9.37%+0.13 pp +164.06K (+2.60%) | Added | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $138.02M | 3.17% | 261.57K shares | 3.06% → 3.17%+0.11 pp +16.21K (+6.61%) | Added | ↗▾ |
| 04 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $129.04M | 2.97% | 1.27M shares | 3.14% → 2.97%-0.17 pp -23.30K (-1.80%) | Reduced | ↗▾ |
| 05 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $124.11M | 2.85% | 1.87M shares | 2.75% → 2.85%+0.10 pp +114.64K (+6.55%) | Added | ↗▾ |
| 06 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $117.95M | 2.71% | 2.52M shares | 2.62% → 2.71%+0.09 pp +185.28K (+7.92%) | Added | ↗▾ |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $93.64M | 2.15% | 2.73M shares | 2.26% → 2.15%-0.11 pp -73.34K (-2.62%) | Reduced | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $91.16M | 2.10% | 158.04K shares | 2.17% → 2.10%-0.07 pp -889 (-0.56%) | Reduced | ↗▾ |
| 09 | SCZISHARES MSCI EAFE SMALL-CAPEAFE SML CP ETF View history and evidence | $74.30M | 1.71% | 1.10M shares | 1.76% → 1.71%-0.05 pp -45.30K (-3.96%) | Reduced | ↗▾ |
| 10 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $63.48M | 1.46% | 584.36K shares | 1.54% → 1.46%-0.08 pp +6.67K (+1.15%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KHC KRAFT HEINZ CO/THE | Non-derivative | -30,669 | -$988.16K | SEC filing ↗ | SEC filing ↗ |
| SLCA US SILICA HOLDINGS INC | Non-derivative | -43,945 | -$678.95K | SEC filing ↗ | SEC filing ↗ |
| ZBH ZIMMER BIOMET HOLDINGS INC | Non-derivative | -4,488 | -$487.08K | SEC filing ↗ | 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 Sep 30, 2024
Data loaded Sep 23, 2026 · First reported Nov 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4351214255
}Research all 428 reported holdings.
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