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) 702

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 3.27%
Consumer/Non-Cyclical 2.37%
Energy 2.34%
Financial 78.98%
Healthcare 2.16%
Services 3.29%
Technology 5.17%
Transportation 0.39%
Utilities 0.48%

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 129,647 15,445 13.52 2,563,204
VANGUARD INDEX FDS TOTAL STK MKT 65,378 13,356 25.67 604,905
POWERSHARES ETF TRUST FTSE RAFI 1000 48,062 492 1.03 521,394
ISHARES TR CORE S&P500 ETF 43,242 320 .75 206,544
ISHARES EAFE SML CP ETF 41,376 298 .73 809,396
ISHARES TR CORE S&P MCP ETF 26,558 -3,671 (12.14) 175,625
POWERSHARES GLOBAL ETF TRUST DEV MKTS EX-US 20,584 772 3.89 485,013
POWERSHARES ETF TRUST FTSE US1500 SM 17,947 -3,615 (16.77) 171,201
GREAT SOUTHN BANCORP INC COM 17,903 17,903 New 473,004
ISHARES TR MSCI EAFE ETF 16,714 -121 (0.72) 253,356
FORD MTR CO DEL COM PAR $0.01 16,083 -28 (0.17) 1,020,477
HENRY JACK & ASSOC INC COM 13,330 43 .33 199,882
ISHARES TR EAFE MIN VOL ETF 13,130 -6 (0.04) 193,655
ISHARES TR USA MIN VOL ETF 11,562 2,726 30.86 281,256
POWERSHARES GLOBAL ETF TRUST EMER MRKT PORT 10,562 -1,647 (13.49) 521,859
SPDR SERIES TRUST S&P DIVID ETF 10,332 1,642 18.89 132,541
ISHARES TR RUSSELL 2000 ETF 7,340 -324 (4.23) 58,988
ISHARES EM MK MINVOL ETF 6,539 1,611 32.69 105,842
ISHARES TR RUSSELL 3000 ETF 5,866 -177 (2.93) 47,071
APPLE INC COM 5,603 959 20.64 44,916


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