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Dhk Financial Advisors, Inc.

Portfolio Manager
Dhk Financial Advisors, Inc.
Performance
+2.69% (2025 Q2)
AUM (13F)
$173.89M
# of Holdings
87
Performance Rank
Allocation (Top 20)
71.27%

Dhk Financial Advisors, Inc. Holdings Map

Top 50 Dhk Financial Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRKB
BERKSHIRE HATHAWAY INC DEL
19.96%71.4K$34.7Mโ€”โ€”โ€”2025-06-30
BRKA
BERKSHIRE HATHAWAY INC DEL
10.48%25$18.2Mโ€”โ€”โ€”2025-06-30
VT
VANGUARD INTL EQUITY INDEX F
9.04%122.3K$15.7Mโ€”โ€”โ€”2025-06-30
GLD
SPDR GOLD TR
5.22%29.8K$9.1Mโ€”โ€”โ€”2025-06-30
SPY
SPDR S&P 500 ETF TR
3.84%10.8K$6.7Mโ€”โ€”โ€”2025-06-30
FTSL
FIRST TR EXCHANGE-TRADED FD
2.66%101.0K$4.6Mโ€”โ€”โ€”2025-06-30
VPU
VANGUARD WORLD FD
2.27%22.4K$3.9Mโ€”โ€”โ€”2025-06-30
DGRW
WISDOMTREE TR
2.01%42.7K$3.5Mโ€”โ€”โ€”2025-06-30
IWV
ISHARES TR
1.74%8.6K$3.0Mโ€”โ€”โ€”2025-06-30
VEU
VANGUARD INTL EQUITY INDEX F
1.69%43.7K$2.9Mโ€”โ€”โ€”2025-06-30

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