BKD WEALTH ADVISORS, LLC Information

910 E. ST. LOUIS ST., STE. 200, SPRINGFIELD, Missouri, 65806, (417) 866-5822

Report Date: 03/31/2015

Position Statistics

Total Positions 191
New Positions 39
Increased Positions 128
Decreased Positions 50
Positions with Activity 178
Sold Out Positions 4
Total Mkt Value (in $ millions) 705

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.15%
Capital Goods 1.3%
Conglomerates
Consumer Cyclical 3.22%
Consumer/Non-Cyclical 2.32%
Energy 2.22%
Financial 79.11%
Healthcare 2.14%
Services 3.33%
Technology 5.24%
Transportation 0.39%
Utilities 0.47%

191 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 129,185 15,390 13.52 2,563,204
VANGUARD INDEX FDS TOTAL STK MKT 66,285 13,541 25.67 604,905
POWERSHARES ETF TRUST FTSE RAFI 1000 48,599 497 1.03 521,394
ISHARES TR CORE S&P500 ETF 43,984 326 .75 206,544
ISHARES EAFE SML CP ETF 42,518 306 .73 809,396
ISHARES TR CORE S&P MCP ETF 26,795 -3,703 (12.14) 175,625
POWERSHARES GLOBAL ETF TRUST DEV MKTS EX-US 20,521 769 3.89 485,013
GREAT SOUTHN BANCORP INC COM 18,646 18,646 New 473,004
POWERSHARES ETF TRUST FTSE US1500 SM 17,817 -3,589 (16.77) 171,201
ISHARES TR MSCI EAFE ETF 16,838 -122 (0.72) 253,356
FORD MTR CO DEL COM PAR $0.01 15,675 -27 (0.17) 1,020,477
ISHARES TR EAFE MIN VOL ETF 13,047 -6 (0.04) 193,655
HENRY JACK & ASSOC INC COM 13,012 42 .33 199,882
ISHARES TR USA MIN VOL ETF 11,686 2,756 30.86 281,256
SPDR SERIES TRUST S&P DIVID ETF 10,414 1,655 18.89 132,541
POWERSHARES GLOBAL ETF TRUST EMER MRKT PORT 10,192 -1,590 (13.49) 521,859
ISHARES TR RUSSELL 2000 ETF 7,331 -324 (4.23) 58,988
ISHARES EM MK MINVOL ETF 6,309 1,554 32.69 105,842
ISHARES TR RUSSELL 3000 ETF 5,951 -180 (2.93) 47,071
APPLE INC COM 5,863 1,003 20.64 44,916


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