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Size ($ in 1000's)
At 12/31/2023: $133,335
At 09/30/2023: $112,243
DHK Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DHK Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the DHK Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by DHK Financial Advisors Inc..
In the DHK Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by DHK Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the DHK Financial Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INTL EQUITY INDEX F (VT) |
169,436 |
+942 |
$17,432 | | VT | 169,436 | +942 | $17,432 | | ISHARES TR (IVV) |
19,596 |
+102 |
$9,360 | | IVV | 19,596 | +102 | $9,360 | | VANGUARD TAX MANAGED FDS (VEA) |
187,307 |
+436 |
$8,972 | | VEA | 187,307 | +436 | $8,972 | | VANECK ETF TRUST (MOAT) |
93,321 |
+207 |
$7,920 | | MOAT | 93,321 | +207 | $7,920 | | ISHARES TR (IWD) |
31,170 |
+124 |
$5,151 | | IWD | 31,170 | +124 | $5,151 | | SPDR GOLD TR (GLD) |
25,813 |
UNCH |
$4,935 | | GLD | 25,813 | UNCH | $4,935 | | ISHARES INC (FM) |
168,431 |
+16,438 |
$4,430 | | FM | 168,431 | +16,438 | $4,430 | | VANGUARD WORLD FD (ESGV) |
50,447 |
-1,080 |
$4,291 | | ESGV | 50,447 | -1,080 | $4,291 | | VANGUARD INTL EQUITY INDEX F (VWO) |
102,114 |
+173 |
$4,197 | | VWO | 102,114 | +173 | $4,197 | | FRANKLIN TEMPLETON ETF TR (FLIN) |
111,160 |
+111,160 |
$3,878 | | FLIN | 111,160 | +111,160 | $3,878 | | COLUMBIA ETF TR II (INCO) |
64,015 |
+64,015 |
$3,763 | | INCO | 64,015 | +64,015 | $3,763 | | VANGUARD INDEX FDS (VTI) |
13,243 |
+6 |
$3,142 | | VTI | 13,243 | +6 | $3,142 | | VANGUARD WORLD FD (VSGX) |
46,547 |
-4,056 |
$2,573 | | VSGX | 46,547 | -4,056 | $2,573 | | VANGUARD WORLD FDS (VPU) |
18,577 |
+357 |
$2,546 | | VPU | 18,577 | +357 | $2,546 | | ARK ETF TR (ARKK) |
45,160 |
+39,793 |
$2,365 | | ARKK | 45,160 | +39,793 | $2,365 | | FIRST TR EXCHANGE TRADED FD (FTSL) |
51,158 |
+985 |
$2,357 | | FTSL | 51,158 | +985 | $2,357 | | ISHARES TR (IWF) |
7,452 |
UNCH |
$2,259 | | IWF | 7,452 | UNCH | $2,259 | | ISHARES TR (INDA) |
39,883 |
+39,883 |
$1,947 | | INDA | 39,883 | +39,883 | $1,947 | | ISHARES TR (IUSV) |
22,441 |
+238 |
$1,892 | | IUSV | 22,441 | +238 | $1,892 | | VANGUARD INTL EQUITY INDEX F (VEU) |
32,667 |
+35 |
$1,834 | | VEU | 32,667 | +35 | $1,834 | | WISDOMTREE TR |
25,275 |
UNCH |
$1,776 | | DGRW | 25,275 | UNCH | $1,776 | | SPDR INDEX SHS FDS (RWO) |
39,537 |
+429 |
$1,728 | | RWO | 39,537 | +429 | $1,728 | | VANGUARD BD INDEX FDS (BND) |
22,242 |
+9 |
$1,636 | | BND | 22,242 | +9 | $1,636 | | ISHARES TR (FLOT) |
29,937 |
+587 |
$1,515 | | FLOT | 29,937 | +587 | $1,515 | | ARK ETF TR (ARKG) |
44,410 |
+24,600 |
$1,457 | | ARKG | 44,410 | +24,600 | $1,457 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
43,376 |
UNCH |
$1,421 | | SDVY | 43,376 | UNCH | $1,421 | | ISHARES TR (IUSG) |
13,625 |
-527 |
$1,418 | | IUSG | 13,625 | -527 | $1,418 | | PACER FDS TR |
43,768 |
UNCH |
$1,305 | | SRVR | 43,768 | UNCH | $1,305 | | INVESCO EXCHANGE TRADED FD T (RPV) |
15,801 |
+96 |
$1,297 | | RPV | 15,801 | +96 | $1,297 | | FIRST TR EXCHANGE TRADED FD (CIBR) |
23,936 |
UNCH |
$1,289 | | CIBR | 23,936 | UNCH | $1,289 | | PACER FDS TR |
23,393 |
UNCH |
$1,223 | | COWZ | 23,393 | UNCH | $1,223 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
20,216 |
UNCH |
$1,206 | | FTSM | 20,216 | UNCH | $1,206 | | INVESCO EXCHANGE TRADED FD T (RSP) |
7,196 |
UNCH |
$1,136 | | RSP | 7,196 | UNCH | $1,136 | | VANGUARD WORLD FD (VCEB) |
17,254 |
+4,313 |
$1,075 | | VCEB | 17,254 | +4,313 | $1,075 | | VANGUARD INDEX FDS (VNQ) |
11,958 |
+5 |
$1,057 | | VNQ | 11,958 | +5 | $1,057 | | WISDOMTREE TR |
10,576 |
+189 |
$930 | | DXJ | 10,576 | +189 | $930 | | ISHARES TR (MCHI) |
22,407 |
+535 |
$913 | | MCHI | 22,407 | +535 | $913 | | VANGUARD WHITEHALL FDS (VYM) |
8,085 |
+80 |
$902 | | VYM | 8,085 | +80 | $902 | | WISDOMTREE TR |
19,999 |
+63 |
$857 | | HEDJ | 19,999 | +63 | $857 |  PACER FDS TR |
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$812 | | CALF | 9,000 | UNCH | $434 | | INDUSTRIAL RELET | 9,025 | UNCH | $378 | | ISHARES TR (IWB) |
2,870 |
UNCH |
$753 | | IWB | 2,870 | UNCH | $753 | | VANECK ETF TRUST (SMH) |
4,290 |
UNCH |
$750 | | SMH | 4,290 | UNCH | $750 | | ISHARES TR (IGE) |
16,833 |
+259 |
$685 | | IGE | 16,833 | +259 | $685 | | INVESCO QQQ TR |
1,650 |
UNCH |
$676 | | QQQ | 1,650 | UNCH | $676 | | GLOBAL X FDS |
12,728 |
UNCH |
$653 | | LIT | 12,728 | UNCH | $653 | | VANGUARD CHARLOTTE FDS (BNDX) |
12,568 |
+120 |
$620 | | BNDX | 12,568 | +120 | $620 | | ARK ETF TR (ARKQ) |
10,425 |
UNCH |
$602 | | ARKQ | 10,425 | UNCH | $602 | | INVESCO EXCH TRADED FD TR II (PGX) |
52,189 |
+922 |
$599 | | PGX | 52,189 | +922 | $599 | | ISHARES TR (GOVT) |
25,394 |
+2,392 |
$585 | | GOVT | 25,394 | +2,392 | $585 | | ISHARES TR (USHY) |
15,852 |
UNCH |
$576 | | USHY | 15,852 | UNCH | $576 |
See Full List: All Stocks Held By DHK Financial Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By DHK Financial Advisors Inc.
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