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Home > Institutional Investor > Bkd Wealth Advisors, Llc > Profile

Instuitional Investor - Bkd Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bkd Wealth Advisors, Llc
Portfolio Value $3,591,824,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 3,737,750 $886,668,970 24.68%
2.
Vanguard Intl Equity Index Funds
 VWO 5,953,837 $334,248,416 9.3%
3.
Ishares Trust
 IEF 1,051,055 $104,317,205 2.9%
4.
Schwab Strategic Trust
 FNDF 1,618,053 $90,077,008 2.5%
5.
Fidelity Merrimack Str Tr
 1,844,256 $84,909,534 2.36%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)