0001062993-24-014485.txt : 20240806
0001062993-24-014485.hdr.sgml : 20240806
20240806114338
ACCESSION NUMBER: 0001062993-24-014485
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240806
DATE AS OF CHANGE: 20240806
EFFECTIVENESS DATE: 20240806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BHK Investment Advisors, LLC
CENTRAL INDEX KEY: 0001710539
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18298
FILM NUMBER: 241177963
BUSINESS ADDRESS:
STREET 1: 2200 LAKESHORE DRIVE, SUITE 250
CITY: BIRMINGHAM
STATE: AL
ZIP: 35209
BUSINESS PHONE: 2053222025
MAIL ADDRESS:
STREET 1: 2200 LAKESHORE DRIVE, SUITE 250
CITY: BIRMINGHAM
STATE: AL
ZIP: 35209
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001710539
XXXXXXXX
06-30-2024
06-30-2024
false
BHK Investment Advisors, LLC
2200 LAKESHORE DRIVE, SUITE 250
BIRMINGHAM
AL
35209
13F HOLDINGS REPORT
028-18298
000140515
801-66669
N
Meredyth R. Hazzard
CEO/CFO
205-322-2025
Meredyth R Hazzard
Birmingham
AL
08-05-2024
0
64
254824795
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
486340
2670
SH
SOLE
0
0
2670
AMAZON COM INC
COM
023135106
1802636
9328
SH
SOLE
0
0
9328
AMGEN INC
COM
031162100
775753
2483
SH
SOLE
0
0
2483
ELEVANCE HEALTH INC
COM
036752103
465019
858
SH
SOLE
0
0
858
APPLE INC
COM
037833100
8548596
40588
SH
SOLE
0
0
40588
AUTOMATIC DATA PROCESSING IN
COM
053015103
589614
2470
SH
SOLE
0
0
2470
BANK AMERICA CORP
COM
060505104
301854
7590
SH
SOLE
0
0
7590
BARINGS CORPORATE INVS
COM
06759X107
6821846
366372
SH
SOLE
0
0
366372
BLACKROCK INC
COM
09247X101
607100
771
SH
SOLE
0
0
771
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
241325
1225
SH
SOLE
0
0
1225
CARLISLE COS INC
COM
142339100
1022075
2522
SH
SOLE
0
0
2522
CELANESE CORP DEL
COM
150870103
496787
3683
SH
SOLE
0
0
3683
COCA COLA CO
COM
191216100
202980
3189
SH
SOLE
0
0
3189
DIAMONDBACK ENERGY INC
COM
25278X109
202538
1012
SH
SOLE
0
0
1012
EOG RES INC
COM
26875P101
621787
4940
SH
SOLE
0
0
4940
FEDEX CORP
COM
31428X106
921719
3074
SH
SOLE
0
0
3074
FRANKLIN ELEC INC
COM
353514102
499695
5188
SH
SOLE
0
0
5188
GRACO INC
COM
384109104
446924
5637
SH
SOLE
0
0
5637
HOME DEPOT INC
COM
437076102
211708
615
SH
SOLE
0
0
615
HUBBELL INC
COM
443510607
499030
1365
SH
SOLE
0
0
1365
ILLINOIS TOOL WKS INC
COM
452308109
555745
2345
SH
SOLE
0
0
2345
INFOSYS LTD
SPONSORED ADR
456788108
475108
25516
SH
SOLE
0
0
25516
ISHARES TR
IBOXX INV CP ETF
464287242
255817
2388
SH
SOLE
0
0
2388
ISHARES TR
RUS MDCP VAL ETF
464287473
1579439
13081
SH
SOLE
0
0
13081
ISHARES TR
RUS MD CP GR ETF
464287481
1092816
9903
SH
SOLE
0
0
9903
ISHARES TR
RUS 1000 VAL ETF
464287598
1182020
6775
SH
SOLE
0
0
6775
ISHARES TR
RUS 1000 GRW ETF
464287614
1388772
3810
SH
SOLE
0
0
3810
ISHARES TR
RUS 2000 VAL ETF
464287630
1856821
12192
SH
SOLE
0
0
12192
ISHARES TR
RUS 2000 GRW ETF
464287648
281777
1073
SH
SOLE
0
0
1073
JPMORGAN CHASE & CO.
COM
46625H100
2126071
10512
SH
SOLE
0
0
10512
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
304470
6000
SH
SOLE
0
0
6000
KAYNE ANDERSON ENERGY INFRST
COM
486606106
418365
40500
SH
SOLE
0
0
40500
ELI LILLY & CO
COM
532457108
1410777
1558
SH
SOLE
0
0
1558
LOWES COS INC
COM
548661107
500560
2271
SH
SOLE
0
0
2271
MICROSOFT CORP
COM
594918104
1502974
3363
SH
SOLE
0
0
3363
NVIDIA CORPORATION
COM
67066G104
228549
1850
SH
SOLE
0
0
1850
PNC FINL SVCS GROUP INC
COM
693475105
265093
1705
SH
SOLE
0
0
1705
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
3290850
35500
SH
SOLE
0
0
35500
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
4577996
45484
SH
SOLE
0
0
45484
PRICE T ROWE GROUP INC
COM
74144T108
595261
5162
SH
SOLE
0
0
5162
REGIONS FINANCIAL CORP NEW
COM
7591EP100
1110168
55398
SH
SOLE
0
0
55398
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2682388
4929
SH
SOLE
0
0
4929
SPDR SER TR
PORTFOLIO INTRMD
78464A375
293040
9000
SH
SOLE
0
0
9000
TRUIST FINL CORP
COM
89832Q109
1373236
35347
SH
SOLE
0
0
35347
UNITEDHEALTH GROUP INC
COM
91324P102
553738
1087
SH
SOLE
0
0
1087
VANGUARD STAR FDS
VG TL INTL STK F
921909768
202005
3350
SH
SOLE
0
0
3350
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
29524470
93964
SH
SOLE
0
0
93964
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
27194894
229493
SH
SOLE
0
0
229493
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
439450
2500
SH
SOLE
0
0
2500
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
267744
3200
SH
SOLE
0
0
3200
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
385308
4400
SH
SOLE
0
0
4400
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
4298983
56049
SH
SOLE
0
0
56049
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
24871554
345199
SH
SOLE
0
0
345199
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4886106
111657
SH
SOLE
0
0
111657
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
4503794
60714
SH
SOLE
0
0
60714
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
4644811
69564
SH
SOLE
0
0
69564
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1478580
19134
SH
SOLE
0
0
19134
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1308840
2617
SH
SOLE
0
0
2617
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
23368953
155348
SH
SOLE
0
0
155348
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
23602658
102817
SH
SOLE
0
0
102817
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
23586360
94296
SH
SOLE
0
0
94296
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
23655647
129606
SH
SOLE
0
0
129606
VISA INC
COM CL A
92826C839
282761
1077
SH
SOLE
0
0
1077
WATSCO INC
COM
942622200
654700
1413
SH
SOLE
0
0
1413