DHK Financial Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    portsmouth, NH
  • Num holdings

    89

  • Value ($000)

    $164,798

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001922962
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$32.29M
20 %

71,236

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$17.02M
10 %

25

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$16.61M
10 %

141,364

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$6.67M
4 %

27,549

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$5.69M
4 %

9,677

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$5.66M
3 %

61,016

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$3.75M
2 %

11,225

---

VANGUARD WORLD FD

UTILITIES ETF
92204A876
$3.13M
2 %

19,171

FM
FM

ISHARES INC

FRONTIER AND SEL
464286145
$3.06M
2 %

112,900

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$2.71M
2 %

35,776

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 89