StockDriftsStockDriftsTop 50 BHK Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | 10.68% | 220.5K | $32.0M | -4.51%(-10.41K) | $97.08(+68.97%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 9.63% | 78.4K | $28.8M | -0.55%(-433) | $36.21(+140.30%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.57% | 388.9K | $28.6M | +0.46%(+1.79K) | $76.81(-4.81%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 9.43% | 153.1K | $28.2M | -2.98%(-4.70K) | $124.97(+60.17%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 9.1% | 125.3K | $27.2M | -4.71%(-6.19K) | $155.60(+56.31%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 8.87% | 87.8K | $26.5M | -4.13%(-3.78K) | $193.58(+84.87%) | 2026-03-31 | |
| VOT | VANGUARD INDEX FDS | 8.41% | 97.8K | $25.2M | +1.74%(+1.67K) | $186.62(+61.43%) | 2026-03-31 | |
| MCI | BARINGS CORPORATE INVS | 2.18% | 377.5K | $6.5M | +1.85%(+6.87K) | $16.66(+4.19%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.14% | 25.3K | $6.4M | +0.34%(+85) | $96.19(+220.87%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 2.12% | 63.0K | $6.3M | +1.34%(+835) | $91.89(+9.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.04% |
| Top 20 Holdings Unweighted | +9.83% | +32.47% |
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