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DHK Financial Advisors

Latest statistics and disclosures from DHK Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VT, IVV, VEA, MOAT, GLD, and represent 36.16% of DHK Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPSM, GLIN, SPY, SMIN, KCE, EFA, SCHA, QQQ, SDVY, VWO.
Started 7 new stock positions in SPY, EFA, SMIN, SCHA, SPSM, KCE, GLIN.
Reduced shares in these 10 stocks: IWD, INCO, FTSM, RSP, INDA, MOAT, USFR, VTI, IVV, IUSV.
Sold out of its positions in FTSM, RSP, USFR.
DHK Financial Advisors was a net buyer of stock by $268k.
DHK Financial Advisors has $141M in assets under management (AUM), dropping by 5.90%.
Central Index Key (CIK): 0001922962

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Positions held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for DHK Financial Advisors

DHK Financial Advisors holds 72 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	13.3	$19M		169k	110.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.1	$10M	-2%	19k	525.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.6	$9.4M		187k	50.17	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.4	$7.6M	-9%	84k	89.90	View chart
Spdr Gold Tr Gold Shs (GLD)	3.8	$5.3M		26k	205.72	View chart
Ishares Frontier And Sel (FM)	3.4	$4.8M		168k	28.65	View chart
Vanguard World Esg Us Stk Etf (ESGV)	3.3	$4.7M		51k	93.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.3	$4.6M	+8%	111k	41.77	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	2.9	$4.1M		111k	36.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$3.0M	-12%	12k	259.90	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.9	$2.7M		47k	57.47	View chart
Vanguard World Utilities Etf (VPU)	1.9	$2.7M		19k	142.58	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.8	$2.6M	NEW	59k	43.04	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$2.5M		7.5k	337.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.7	$2.4M	+2%	52k	46.21	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	1.6	$2.3M	-44%	36k	64.01	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.6	$2.3M		45k	50.08	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.4	$2.0M	+34%	58k	34.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.4	$1.9M		33k	58.65	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.4	$1.9M		25k	76.19	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.3	$1.9M	-7%	21k	90.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.3	$1.8M	+12%	25k	72.63	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	1.1	$1.6M	-5%	38k	42.82	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$1.5M		30k	51.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.0	$1.5M	-8%	12k	117.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.5M	-73%	8.1k	179.11	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.0	$1.4M		16k	88.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.4M	+90%	3.2k	444.01	View chart
Vaneck Etf Trust India Growth Ldr (GLIN)	1.0	$1.4M	NEW	30k	47.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$1.4M		23k	58.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.0	$1.3M		24k	56.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.3M	NEW	2.5k	524.66	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.9	$1.3M	NEW	18k	70.27	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.9	$1.3M		44k	28.76	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.9	$1.3M		44k	28.65	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.8	$1.2M		11k	108.50	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.8	$1.1M	NEW	9.9k	110.55	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$1.1M		17k	62.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$1.0M		12k	86.48	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$1.0M	-49%	20k	51.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$984k		8.1k	120.99	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.7	$966k		20k	48.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$965k		4.3k	224.99	View chart
Ishares Tr Msci China Etf (MCHI)	0.6	$890k		22k	39.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$880k	+60%	8.0k	110.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$827k		2.9k	288.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$795k	NEW	10k	79.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$794k	NEW	16k	49.24	View chart
Ishares Tr North Amern Nat (IGE)	0.5	$761k		17k	44.99	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.5	$688k	+55%	14k	49.16	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.4	$629k	+43%	7.4k	85.06	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$629k		53k	11.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$624k		13k	49.19	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$580k		16k	36.59	View chart
Global X Fds Lithium Btry Etf (LIT)	0.4	$577k		13k	45.29	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.4	$570k		10k	54.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$556k		16k	35.84	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$547k	-5%	24k	22.77	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$535k		5.7k	93.85	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$518k		16k	32.23	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$463k	-9%	9.1k	50.77	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.3	$446k		13k	34.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$398k		10k	39.81	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.3	$383k		4.6k	83.30	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$365k		6.5k	56.17	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.3	$359k		9.0k	39.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$341k		4.4k	77.73	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$313k		3.5k	89.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$275k	-16%	6.0k	45.61	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$271k		4.6k	58.59	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$258k		11k	22.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$228k	+400%	3.8k	60.74	View chart

Past Filings by DHK Financial Advisors

SEC 13F filings are viewable for DHK Financial Advisors going back to 2022

DHK Financial Advisors 2024 Q1 filed May 10, 2024
DHK Financial Advisors 2023 Q4 filed Jan. 29, 2024
DHK Financial Advisors 2023 Q3 filed Nov. 1, 2023
DHK Financial Advisors 2023 Q2 filed July 19, 2023
DHK Financial Advisors 2023 Q1 filed May 12, 2023
DHK Financial Advisors 2022 Q4 filed Jan. 31, 2023
DHK Financial Advisors 2022 Q3 filed Nov. 8, 2022
DHK Financial Advisors 2022 Q2 filed Aug. 15, 2022
DHK Financial Advisors 2021 Q4 filed April 13, 2022
DHK Financial Advisors 2022 Q1 filed April 13, 2022

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