BKD Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationspringfield, MO
- CIK0001352864
- Alternate namesForvis Mazars Wealth Advisors, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
419 | $4.34B | VTI, VEU, VOO, AGG | 13F-HR | Feb 3, 2025 | 000108514625000729 | ||
428 | $4.35B | VTI, VEU, VOO, AGG | 13F-HR | Nov 14, 2024 | 000108514624005796 | ||
399 | $4.01B | VTI, VEU, AGG, VOO | 13F-HR | Aug 9, 2024 | 000108514624003628 | ||
393 | $3.94B | VTI, VEU, AGG, SCHB | 13F-HR | Apr 19, 2024 | 000108514624001920 | ||
384 | $3.59B | VTI, VEU, AGG, SCHB | 13F-HR | Jan 11, 2024 | 000108514624000215 | ||
385 | $3.31B | VTI, VEU, AGG, SCZ | 13F-HR | Oct 26, 2023 | 000108514623003926 | ||
407 | $3.41B | VTI, VEU, SCZ, SCHB | 13F-HR | Aug 8, 2023 | 000108514623003163 | ||
408 | $3.05B | VTI, VEU, SCZ, DFAC | 13F-HR | Apr 27, 2023 | 000108514623001914 | ||
387 | $2.86B | VTI, VEU, SCZ, IVV | 13F-HR | Feb 3, 2023 | 000108514623000614 | ||
382 | $2.48B | VTI, VEU, SCZ, IVV | 13F-HR | Oct 14, 2022 | 000108514622003392 | ||
386 | $2.47B | VTI, VEU, SCZ, IJH | 13F-HR | Jul 22, 2022 | 000108514622002509 | ||
297 | $2.36B | VTI, VEU, SCZ, IJH | 13F-HR | May 10, 2022 | 000108514622001878 | ||
285 | $2.38B | VTI, VEU, SCZ, IJH | 13F-HR | Jan 14, 2022 | 000108514622000121 | ||
272 | $2.18B | VTI, VEU, SCZ, IJH | 13F-HR | Oct 14, 2021 | 000108514621002786 | ||
261 | $2.15B | VTI, VEU, SCZ, IJH | 13F-HR | Jul 14, 2021 | 000108514621001968 | ||
269 | $2.01B | VTI, VEU, SCZ, IJH | 13F-HR | Apr 23, 2021 | 000108514621001285 | ||
355 | $2.00B | VTI, VEU, SCZ, IVV | 13F-HR | Jan 22, 2021 | 000108514621000215 | ||
322 | $1.72B | VTI, VEU, SCZ, IVV | 13F-HR | Nov 5, 2020 | 000108514620002750 | ||
308 | $1.54B | VTI, VEU, SCZ, IVV | 13F-HR | Jul 15, 2020 | 000108514620001780 | ||
283 | $1.22B | VTI, VEU, IVV, IVW | 13F-HR | Apr 10, 2020 | 000108514620001086 | ||
291 | $1.39B | VTI, VEU, IVV, GOVT | 13F-HR | Jan 13, 2020 | 000108514620000108 | ||
258 | $1.25B | VTI, VEU, IVV, GOVT | 13F-HR | Oct 29, 2019 | 000108514619002651 | ||
255 | $1.23B | VTI, VEU, IVV, IVW | 13F-HR | Jul 10, 2019 | 000108514619001818 | ||
251 | $1.21B | VTI, VEU, IVV, IVW | 13F-HR | Apr 10, 2019 | 000108514619001137 | ||
222 | $978.24M | VTI, VEU, IVV, SCHB | RESTATEMENT | Jan 28, 2019 | 000108514619000236 | ||
229 | $1.14B | VTI, VEU, IVV, CASH | 13F-HR | Oct 9, 2018 | 000108514618002247 | ||
232 | $1.03B | VTI, VEU, IVV, SCHB | 13F-HR | Jul 13, 2018 | 000108514618001685 | ||
232 | $997.79M | VTI, VEU, IVV, PRFUSD | RESTATEMENT | May 25, 2018 | 000108514618001571 | ||
241 | $999.84M | VTI, VEU, IVV, PRFUSD | 13F-HR | Jan 18, 2018 | 000108514618000160 | ||
222 | $908.85M | VTI, VEU, IVV, PRFUSD | 13F-HR | Oct 13, 2017 | 000108514617002046 | ||
222 | $882.07M | VTI, VEU, IVV, PRFUSD | 13F-HR | Jul 10, 2017 | 000108514617001457 | ||
210 | $818.95M | VTI, VEU, IVV, PRFUSD | 13F-HR | Apr 14, 2017 | 000108514617000969 | ||
202 | $764.68M | VTI, VEU, IVV, PRFUSD | 13F-HR | Jan 6, 2017 | 000108514617000047 | ||
184 | $718.14M | VTI, VEU, IVV, PRFUSD | 13F-HR | Oct 18, 2016 | 000108514616004513 | ||
186 | $672.99M | VTI, VEU, IVV, PRFUSD | 13F-HR | Jul 12, 2016 | 000108514616003956 | ||
191 | $626.66M | VTI, VEU, PRFUSD, IVV | 13F-HR | Apr 12, 2016 | 000108514616003432 | ||
189 | $664.92M | VTI, VEU, CASH, PRFUSD | 13F-HR | Jan 26, 2016 | 000108514616002672 | ||
181 | $567.92M | VEU, VTI, PRFUSD, IVV | RESTATEMENT | Nov 10, 2015 | 000108514615002243 | ||
182 | $667.19M | VEU, VTI, PRFUSD, IVV | 13F-HR | Jul 8, 2015 | 000108514615001401 | ||
187 | $690.58M | VEU, VTI, PRFUSD, IVV | 13F-HR | Apr 16, 2015 | 000108514615000928 | ||
152 | $611.31M | VEU, VTI, PRFUSD, IVV | RESTATEMENT | Feb 26, 2015 | 000108514615000811 | ||
139 | $579.21M | VEU, VTI, PRFUSD, IVV | RESTATEMENT | Feb 26, 2015 | 000108514615000812 | ||
143 | $586.69M | VEU, SCZ, IVV, VTI | RESTATEMENT | Feb 26, 2015 | 000108514615000813 | ||
154 | $565.72M | VEU, IVV, SCZ, PRFUSD | 13F-HR | Apr 29, 2014 | 000108514614000919 | ||
155 | $540.05M | VEU, IVV, SCZ, PRFUSD | RESTATEMENT | Jan 14, 2014 | 000108514614000093 | ||
149 | $487.77M | VEU, IVV, SCZ, PRFUSD | RESTATEMENT | Jan 16, 2014 | 000108514614000102 |