Legal Name: BHK INVESTMENT ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
182,182 |
$15,134k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
76,071 |
$11,358k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
60,004 |
$11,173k |
|
|
VANGUARD WORLD FD (921910816)
|
84,965 |
$11,001k |
|
|
VANGUARD WORLD FD (921910840)
|
136,316 |
$10,973k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
95,909 |
$10,678k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
80,721 |
$10,537k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
202,653 |
$8,619k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
143,898 |
$7,900k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
115,826 |
$7,654k |
|
|
Barings Corporate Investors (M (06759X107)
|
318,620 |
$4,986k |
|
|
PIMCO ETF TR (72201R833)
|
47,582 |
$4,841k |
|
|
Apple Inc (037833100)
|
19,001 |
$3,761k |
|
|
PIMCO ETF TR (72201R783)
|
28,171 |
$2,828k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
30,928 |
$2,491k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
29,171 |
$2,354k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
42,332 |
$2,244k |
|
|
SCHWAB STRATEGIC T (808524862)
|
43,598 |
$2,206k |
|
|
ISHARES (464287234)
|
50,382 |
$2,162k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
28,871 |
$2,036k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
21,623 |
$1,799k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
33,399 |
$1,772k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
11,166 |
$1,757k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
23,679 |
$1,693k |
|
|
Amazon.com Inc (023135106)
|
790 |
$1,496k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
9,285 |
$1,324k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
10,357 |
$1,318k |
|
|
SERVISFIRST BANCSHARES INC (81768T108)
|
38,225 |
$1,310k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
40,578 |
$1,302k |
|
|
BB&T CORPORATION (054937107)
|
25,913 |
$1,273k |
|
|
PIMCO ETF TR (72201R775)
|
10,001 |
$1,075k |
|
|
FIBROGEN INC (31572Q808)
|
23,450 |
$1,059k |
|
|
AT&T INC (00206R102)
|
30,064 |
$1,007k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
11,204 |
$999k |
|
|
ISHARES (464287630)
|
6,848 |
$825k |
|
|
PFIZER INC (717081103)
|
19,052 |
$825k |
|
|
ISHARES (464287465)
|
11,421 |
$751k |
|
|
Bank of America Corp. (060505104)
|
25,852 |
$750k |
|
|
COMCAST CORP (20030N101)
|
17,052 |
$721k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
27,018 |
$709k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,617 |
$704k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,979 |
$668k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
10,878 |
$611k |
|
|
SOUTHERN CO (842587107)
|
10,536 |
$582k |
|
|
INTEL CORP (458140100)
|
11,485 |
$550k |
|
|
CISCO SYSTEMS INC (17275R102)
|
9,710 |
$531k |
|
|
MERCK & CO INC (58933Y105)
|
6,277 |
$526k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,737 |
$521k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
2,581 |
$519k |
|
|
Lockheed Martin Corp (539830109)
|
1,362 |
$495k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,282 |
$486k |
|
|
ISHARES TR (464288687)
|
12,963 |
$478k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,118 |
$468k |
|
|
PNC FINL SVCS GRP (693475105)
|
3,295 |
$452k |
|
|
WELLS FARGO CO NEW (949746101)
|
9,266 |
$438k |
|
|
MICROSOFT CORP (594918104)
|
3,152 |
$422k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,145 |
$409k |
|
|
AFLAC INC (001055102)
|
7,436 |
$408k |
|
|
AMGEN INC (031162100)
|
2,197 |
$405k |
|
|
SPDR SERIES TRUST (78464A375)
|
10,500 |
$367k |
|
|
VANGUARD GROUP (921908844)
|
3,055 |
$352k |
|
|
ALPHABET INC (02079K305)
|
320 |
$346k |
|
|
PROASSURANCE CORP (74267C106)
|
9,490 |
$343k |
|
|
PHILIP MORRIS INTL (718172109)
|
4,282 |
$336k |
|
|
Diamondback Energy Inc (25278X109)
|
2,976 |
$324k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
5,675 |
$324k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,762 |
$320k |
|
|
ISHARES TR (464289859)
|
5,643 |
$311k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E743)
|
7,342 |
$298k |
|
|
PEPSICO INC (713448108)
|
2,236 |
$293k |
|
|
HONEYWELL INTL INC (438516106)
|
1,626 |
$284k |
|
|
LILLY ELI & CO (532457108)
|
2,550 |
$282k |
|
|
VANGUARD ADMIRAL FDS INC (921932703)
|
2,500 |
$281k |
|
|
VANGUARD ADMIRAL FDS INC (921932844)
|
2,200 |
$270k |
|
|
BAXTER INTL INC (071813109)
|
3,243 |
$266k |
|
|
Chevron Corp (166764100)
|
2,132 |
$265k |
|
|
SPDR SERIES TRUST (78464A409)
|
6,280 |
$243k |
|
|
ABBVIE INC (00287Y109)
|
3,322 |
$242k |
|
|
KAYNE ANDERS MLP/MID (486606106)
|
14,400 |
$220k |
|
|
BLACKSTONE GROUP (09253U108)
|
4,800 |
$213k |
|
|
SYSCO CORP (871829107)
|
3,018 |
$213k |
|
|
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL (921932778)
|
1,600 |
$205k |
|
|
PROSHARES TR (74347X849)
|
10,000 |
$204k |
|
|
LOWES CO (548661107)
|
1,995 |
$201k |
|
|
HANESBRANDS INC (410345102)
|
11,605 |
$200k |
|
|
FORD MOTOR CO (345370860)
|
15,293 |
$156k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
12,390 |
$122k |
|
|
TRACON PHARMACEUTICALS INC (89237H100)
|
10,000 |
$7k |
|
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