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 | $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 | $576 |
See Full List: All Stocks Held By DHK Financial Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By DHK Financial Advisors Inc.
Size ($ 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 |