BKD Wealth Advisors, LLC

Q4 2020 13F-HR Holdings

Location
Springfield, MO
Holdings as of
12/31/2020
Date filed
1/22/2021
Form type
13F-HR
Num holdings
355
Total value ($000)
$1,996,336
Net value change ($000)
+279,142 (16.3%)
New positions
43
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2020 Next filing: 4/23/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 92,825 17.7%
VEU 40,328 19.7%
IJH 29,404 85.8%
SCZ 17,669 23.7%
IJR 13,457 103.5%
AAPL 7,646 34.4%
VO 5,632 33.0%
IWP 5,188 22.3%
IXUS 4,340 12.6%
VB 4,255 45.0%
Top Reduces (Value $000, Stocks/ETFs)
IVW -14,484 -30.7%
World Gold TR -12,616 -75.6%
IVE -5,215 -53.7%
IEFA -2,051 -10.1%
GOVT -1,370 -23.8%
EFAV -722 -45.8%
ZM -666 -100.0%
MINT -633 -7.0%
C -571 -65.9%
VYMI -567 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 484 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type