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Home > Institutional Investor > Dhk Financial Advisors, Inc. > Profile

Instuitional Investor - Dhk Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Dhk Financial Advisors, Inc.
Portfolio Value $133,333,115
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 169,436 $17,431,606 13.07%
2.
Ishares Trust
 IEF 19,596 $9,359,637 7.01%
3.
Vanguard Tax-Managed Fds
 187,307 $8,972,005 6.72%
4.
Vaneck Etf Trust
 93,321 $7,920,119 5.94%
5.
Ishares Trust
 IEF 31,170 $5,150,843 3.86%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)