Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BHK INVESTMENT ADVISORS LLC | 01-29-2024 | 12-31-2023 | 53 | 174,258,070 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 1 | $20,957,222 | 80,757 | 0.01 | 0.01 | -27,754 | -25.58 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 2 | $20,307,065 | 185,673 | 0.01 | 0.01 | -48,400 | -20.68 | 12-31-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $18,236,121 | 101,329 | 0.01 | 0.01 | -32,417 | -24.24 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 4 | $17,797,192 | 73,612 | 0.01 | 0.01 | -21,434 | -22.55 | 12-31-2023 |
