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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001710539

BHK Investment Advisors, LLC

BIRMINGHAM, AL · File #028-18298

Latest AUM
$304.3M
Positions
72
Top-10 Concentration
75.6%
Filings
12

Sector Allocation

Technology
3.6%$11.1M
Industrials
1.0%$3.0M
Financials
0.6%$1.8M
Energy
0.6%$1.7M
Healthcare
0.4%$1.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD921910840230,953$32.6M11.01%
2VANGUARD WORLD FD92191081678,877$32.6M11.00%
3VANGUARD BD INDEX FDS921937835387,158$28.7M9.68%
4VANGUARD INDEX FDS922908512157,777$28.0M9.45%
5VANGUARD INDEX FDS922908611131,510$27.9M9.41%
6VANGUARD INDEX FDS92290859591,558$27.7M9.34%
7VANGUARD INDEX FDS92290853896,154$26.8M9.06%
8APPLE INCAAPL25,173$6.8M2.31%
9BARINGS CORPORATE INVS06759X107370,663$6.7M2.27%
10PIMCO ETF TR72201R83362,213$6.2M2.11%
11VANGUARD INTL EQUITY INDEX F92204287465,404$5.5M1.85%
12VANGUARD INTL EQUITY INDEX F92204286660,309$5.5M1.84%
13VANGUARD INTL EQUITY INDEX F922042858100,058$5.4M1.82%
14SPDR S&P 500 ETF TRSPY7,753$5.3M1.79%
15VANGUARD BD INDEX FDS92193782760,509$4.8M1.61%
16PIMCO ETF TR72201R78343,650$4.1M1.40%
17BERKSHIRE HATHAWAY INC DELBRK-A5,090$2.6M0.86%
18JPMORGAN CHASE & CO.VYLD7,476$2.4M0.81%
19ISHARES TR46428763012,892$2.3M0.79%
20BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.76%