§ 13F · FUND PROFILE
DHK Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 90Turnover · — · Q1Filed · Apr 11, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 71K | $38.0T | 20.9% | — |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 25 | $20.0T | 10.9% | — |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 122K | $14.1T | 7.8% | — |
| 4 | SPY | SPDR S&P 500 ETF TR | 19K | $10.4T | 5.7% | — |
| 5 | GLD | SPDR GOLD TR | 29K | $8.3T | 4.5% | — |
| 6 | IWV | ISHARES TR | 20K | $6.3T | 3.5% | — |
| 7 | VPU | VANGUARD WORLD FD | 19K | $3.3T | 1.8% | — |
| 8 | EFA | ISHARES TR | 35K | $2.9T | 1.6% | — |
| 9 | VONV | VANGUARD SCOTTSDALE FDS | 34K | $2.8T | 1.5% | — |
| 10 | TSPA | T ROWE PRICE ETF INC | 79K | $2.8T | 1.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DHK SIGNAL
AC read
DHK Financial Advisors, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed