DHK Financial Advisors, Inc.
Q1 2025 13F Holdings
- Locationportsmouth, NH
- Num holdings
90
- Value ($000)
$182,320
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001922962
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $38.05 M | 21 % | 71,436 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $19.96 M | 11 % | 25 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $14.14 M | 8 % | 121,964 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.42 M | 6 % | 18,566 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $8.26 M | 5 % | 28,675 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $6.31 M | 4 % | 19,850 | ||
VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | $3.30 M | 2 % | 19,310 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $2.89 M | 2 % | 35,402 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $2.80 M | 2 % | 33,928 | ||
TSPA T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | $2.76 M | 2 % | 78,598 |
Rows Per Page
10
- 10
- 50
- 100