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  Name: DHK Financial Advisors Inc.
  City: PORTSMOUTH
  State: NH
  Zip: 03801
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $133,335,000
  Total Value Change : $21,092,000
  Securities Held Change : 5
   
All Securities Held : 68
  New Positions : 8
  Closed Positions : 3
  Increased Positions : 30
  Unchanged Positions : 25
  Decreased Positions : 5

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Holdings Found : 5     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 8 - $0.00 $4,291,000 50,447 3.22% 415,000 -1,080 0.134    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 13 - $0.00 $2,573,000 46,547 1.93% 21,000 -4,056 0.175    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 27 - $117.13 $1,418,000 13,625 1.06% 71,000 -527 0.002    Closed - End Fund - E...
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 52 - $50.01 $520,000 10,135 0.39% -154,000 -3,894 0.008    Closed - End Fund - E...
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 65 - $90.47 $282,000 3,500 0.21% -230,000 -3,500 0.008    Closed - End Fund - E...

      5 Records Found
  1    
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