0001085146-14-001331.txt : 20140711
0001085146-14-001331.hdr.sgml : 20140711
20140710182052
ACCESSION NUMBER: 0001085146-14-001331
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140711
DATE AS OF CHANGE: 20140710
EFFECTIVENESS DATE: 20140711
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BKD Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001352864
IRS NUMBER: 431815436
STATE OF INCORPORATION: MO
FISCAL YEAR END: 0531
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11934
FILM NUMBER: 14970438
BUSINESS ADDRESS:
STREET 1: 910 E. ST. LOUIS ST., STE. 200
CITY: SPRINGFIELD
STATE: MO
ZIP: 65806
BUSINESS PHONE: 417.866.5822
MAIL ADDRESS:
STREET 1: 910 E. ST. LOUIS ST., STE. 200
CITY: SPRINGFIELD
STATE: MO
ZIP: 65806
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001352864
XXXXXXXX
06-30-2014
06-30-2014
false
BKD Wealth Advisors, LLC
910 E. ST. LOUIS ST., STE. 200
SPRINGFIELD
MO
65806
13F HOLDINGS REPORT
028-11934
N
Tod Eastlake
Operations Manager
417-831-7283
/s/ Tod Eastlake
Springfield
MO
07-09-2014
0
160
628069
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
2847
19945
SH
SOLE
19945
0
0
ABB LTD
SPONSORED ADR
000375204
255
11090
SH
SOLE
11090
0
0
ABBOTT LABS
COM
002824100
480
11782
SH
SOLE
11782
0
0
ABBVIE INC
COM
00287Y109
814
14418
SH
SOLE
14418
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2291
28435
SH
SOLE
28435
0
0
AFLAC INC
COM
001055102
557
8935
SH
SOLE
8935
0
0
ALTRIA GROUP INC
COM
02209S103
1211
28917
SH
SOLE
28917
0
0
AMERICAN ELEC PWR INC
COM
025537101
384
6891
SH
SOLE
6891
0
0
AMERICAN EXPRESS CO
COM
025816109
1422
15036
SH
SOLE
15036
0
0
AMGEN INC
COM
031162100
759
6413
SH
SOLE
6413
0
0
AMPHENOL CORP NEW
CL A
032095101
1756
18224
SH
SOLE
18224
0
0
ANADARKO PETE CORP
COM
032511107
254
2320
SH
SOLE
2320
0
0
APACHE CORP
COM
037411105
2241
22194
SH
SOLE
22194
0
0
APPLE INC
COM
037833100
3416
36627
SH
SOLE
36627
0
0
AT&T INC
COM
00206R102
934
26388
SH
SOLE
26388
0
0
ATMOS ENERGY CORP
COM
049560105
260
4864
SH
SOLE
4864
0
0
BANK OF AMERICA CORPORATION
COM
060505104
548
35607
SH
SOLE
35607
0
0
BANK OF THE OZARKS INC
COM
063904106
268
8000
SH
SOLE
8000
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
888
22536
SH
SOLE
22536
0
0
BAXTER INTL INC
COM
071813109
1315
18259
SH
SOLE
18259
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1429
11292
SH
SOLE
11292
0
0
BIOGEN IDEC INC
COM
09062X103
211
663
SH
SOLE
663
0
0
BOEING CO
COM
097023105
275
2162
SH
SOLE
2162
0
0
BP PLC
SPONSORED ADR
055622104
650
12310
SH
SOLE
12310
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
366
7496
SH
SOLE
7496
0
0
CATERPILLAR INC DEL
COM
149123101
2497
22975
SH
SOLE
22975
0
0
CERNER CORP
COM
156782104
2396
46409
SH
SOLE
46409
0
0
CHEVRON CORP NEW
COM
166764100
3481
26632
SH
SOLE
26632
0
0
CHUBB CORP
COM
171232101
1899
20591
SH
SOLE
20591
0
0
CISCO SYS INC
COM
17275R102
2952
118575
SH
SOLE
118575
0
0
CITIGROUP INC
COM NEW
172967424
508
10775
SH
SOLE
10775
0
0
CLOROX CO DEL
COM
189054109
590
6445
SH
SOLE
6445
0
0
COCA COLA CO
COM
191216100
1233
29138
SH
SOLE
29138
0
0
COLGATE PALMOLIVE CO
COM
194162103
2803
41265
SH
SOLE
41265
0
0
COMCAST CORP NEW
CL A
20030N101
316
5888
SH
SOLE
5888
0
0
CONOCOPHILLIPS
COM
20825C104
3213
37541
SH
SOLE
37541
0
0
CORNING INC
COM
219350105
343
15642
SH
SOLE
15642
0
0
CSX CORP
COM
126408103
1837
59698
SH
SOLE
59698
0
0
CVS CAREMARK CORPORATION
COM
126650100
292
3856
SH
SOLE
3856
0
0
DIRECTV
COM
25490A309
1934
22693
SH
SOLE
22693
0
0
DISNEY WALT CO
COM DISNEY
254687106
2886
33668
SH
SOLE
33668
0
0
DU PONT E I DE NEMOURS & CO
COM
263534109
596
9084
SH
SOLE
9084
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
341
4574
SH
SOLE
4574
0
0
EMERSON ELEC CO
COM
291011104
216
3272
SH
SOLE
3272
0
0
ENERGY TRANSFER PRTNRS L P
UNIT LTD PARTN
29273R109
686
11833
SH
SOLE
11833
0
0
ENTERGY CORP NEW
COM
29364G103
304
3706
SH
SOLE
3706
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
488
6226
SH
SOLE
6226
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
222
3201
SH
SOLE
3201
0
0
EXXON MOBIL CORP
COM
30231G102
4091
40606
SH
SOLE
40606
0
0
FAMILY DLR STORES INC
COM
307000109
203
3076
SH
SOLE
3076
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
17688
1026155
SH
SOLE
1026155
0
0
GENERAL DYNAMICS CORP
COM
369550108
301
2576
SH
SOLE
2576
0
0
GENERAL ELECTRIC CO
COM
369604103
3566
135494
SH
SOLE
135494
0
0
GENERAL MTRS CO
COM
37045V100
1191
32919
SH
SOLE
32919
0
0
GILEAD SCIENCES INC
COM
375558103
220
2659
SH
SOLE
2659
0
0
GOOGLE INC
CL A
38259P508
331
569
SH
SOLE
569
0
0
GREAT SOUTHN BANCORP INC
COM
390905107
1412
44092
SH
SOLE
44092
0
0
GUARANTY FED BANCSHARES INC
COM
40108P101
306
24453
SH
SOLE
24453
0
0
HALLIBURTON CO
COM
406216101
215
3057
SH
SOLE
3057
0
0
HENRY JACK & ASSOC INC
COM
426281101
11964
201305
SH
SOLE
201305
0
0
HOME BANCSHARES INC
COM
436893200
767
23369
SH
SOLE
23369
0
0
HOME DEPOT INC
COM
437076102
340
4220
SH
SOLE
4220
0
0
HORMEL FOODS CORP
COM
440452100
436
8842
SH
SOLE
8842
0
0
ILLINOIS TOOL WKS INC
COM
452308109
237
2694
SH
SOLE
2694
0
0
INTEL CORP
COM
458140100
2420
78442
SH
SOLE
78442
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1848
10198
SH
SOLE
10198
0
0
ISHARES
EM MK MINVOL ETF
464286533
5423
90186
SH
SOLE
90186
0
0
ISHARES
SELECT DIVID ETF
464287168
256
3325
SH
SOLE
3325
0
0
ISHARES
CORE S&P500 ETF
464287200
42258
214463
SH
SOLE
214463
0
0
ISHARES
MSCI EMG MKT ETF
464287234
2480
57305
SH
SOLE
57305
0
0
ISHARES
S&P 500 GRWT ETF
464287309
1942
18463
SH
SOLE
18463
0
0
ISHARES
S&P 500 VAL ETF
464287408
242
2695
SH
SOLE
2695
0
0
ISHARES
MSCI EAFE ETF
464287465
16909
247275
SH
SOLE
247275
0
0
ISHARES
RUS MID-CAP ETF
464287499
929
5721
SH
SOLE
5721
0
0
ISHARES
CORE S&P MCP ETF
464287507
27782
194217
SH
SOLE
194217
0
0
ISHARES
RUS 1000 ETF
464287622
973
8831
SH
SOLE
8831
0
0
ISHARES
RUS 2000 GRW ETF
464287648
230
1660
SH
SOLE
1660
0
0
ISHARES
RUSSELL 2000 ETF
464287655
8829
74168
SH
SOLE
74168
0
0
ISHARES
RUSSELL 3000 ETF
464287689
6486
55042
SH
SOLE
55042
0
0
ISHARES
U.S. UTILITS ETF
464287697
1095
9840
SH
SOLE
9840
0
0
ISHARES
U.S. TELECOM ETF
464287713
1862
61368
SH
SOLE
61368
0
0
ISHARES
U.S. FIN SVC ETF
464287770
585
6930
SH
SOLE
6930
0
0
ISHARES
U.S. BAS MTL ETF
464287838
873
9931
SH
SOLE
9931
0
0
ISHARES
SP SMCP600GR ETF
464287887
381
3152
SH
SOLE
3152
0
0
ISHARES
EAFE SML CP ETF
464288273
41936
792728
SH
SOLE
792728
0
0
ISHARES TR
EAFE MIN VOL ETF
46429B689
12029
183954
SH
SOLE
183954
0
0
ISHARES TR
USA MIN VOL ETF
46429B697
8432
226894
SH
SOLE
226894
0
0
JOHNSON & JOHNSON
COM
478160104
3605
34494
SH
SOLE
34494
0
0
JOHNSON CTLS INC
COM
478366107
445
8909
SH
SOLE
8909
0
0
JPMORGAN CHASE & CO
COM
46625H100
2303
40001
SH
SOLE
40001
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
230
2131
SH
SOLE
2131
0
0
KEYCORP NEW
COM
493267108
143
10024
SH
SOLE
10024
0
0
KIMBALL INTL INC
CL B
494274103
2360
141185
SH
SOLE
141185
0
0
KIMBERLY CLARK CORP
COM
494368103
260
2333
SH
SOLE
2333
0
0
KINDER MORGAN ENERGY PARTNER
UT LTD PARTNER
494550106
612
7458
SH
SOLE
7458
0
0
KRAFT FOODS GROUP INC
COM
50076Q106
303
5050
SH
SOLE
5050
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1572
15365
SH
SOLE
15365
0
0
LEGGETT & PLATT INC
COM
524660107
1094
31909
SH
SOLE
31909
0
0
LILLY ELI & CO
COM
532457108
331
5301
SH
SOLE
5301
0
0
LINCOLN NATL CORP IND
COM
534187109
1435
27882
SH
SOLE
27882
0
0
LOWES COS INC
COM
548661107
240
5027
SH
SOLE
5027
0
0
MARKET VECTORS ETF TR
BUSI DEVCO ETF
57060U316
586
27800
SH
SOLE
27800
0
0
MCDONALDS CORP
COM
580135101
609
5989
SH
SOLE
5989
0
0
MERCK & CO INC NEW
COM
58933Y105
1393
24096
SH
SOLE
24096
0
0
METLIFE INC
COM
59156R108
241
4311
SH
SOLE
4311
0
0
MFA FINL INC
COM
55272X102
379
46200
SH
SOLE
46200
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
812
16508
SH
SOLE
16508
0
0
MICROSOFT CORP
COM
594918104
3340
80110
SH
SOLE
80110
0
0
MONDELEZ INTL INC
CL A
609207105
603
16090
SH
SOLE
16090
0
0
NORFOLK SOUTHERN CORP
COM
655844108
231
2259
SH
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NUVEEN MUN MKT OPPORTUNITY F
COM
67062W103
410
30721
SH
SOLE
30721
0
0
NUVEEN TAX ADVANTAGED DIV GR
COM
67073G105
630
38717
SH
SOLE
38717
0
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O REILLY AUTOMOTIVE INC NEW
COM
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3559
23632
SH
SOLE
23632
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
253
2463
SH
SOLE
2463
0
0
OIL DRI CORP AMER
COM
677864100
370
12090
SH
SOLE
12090
0
0
OMNICOM GROUP INC
COM
681919106
1278
17987
SH
SOLE
17987
0
0
ORACLE CORP
COM
68389X105
855
21190
SH
SOLE
21190
0
0
PEPSICO INC
COM
713448108
3412
38154
SH
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PFIZER INC
COM
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90076
SH
SOLE
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PHILIP MORRIS INTL INC
COM
718172109
790
9356
SH
SOLE
9356
0
0
PHILLIPS 66
COM
718546104
223
2771
SH
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2771
0
0
POWERSHARES ETF TRUST
FTSE US1500 SM
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16077
159362
SH
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0
POWERSHARES ETF TRUST
FTSE RAFI 1000
73935X583
41398
468136
SH
SOLE
468136
0
0
POWERSHARES GLOBAL ETF TRUST
EMER MRKT PORT
73936T763
8277
388051
SH
SOLE
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0
0
POWERSHARES GLOBAL ETF TRUST
DEV MKTS EX-US
73936T789
23593
518116
SH
SOLE
518116
0
0
PRICE T ROWE GROUP INC
COM
74144T108
2253
26720
SH
SOLE
26720
0
0
PROCTER & GAMBLE CO
COM
742718109
3205
40689
SH
SOLE
40689
0
0
RADIOSHACK CORP
COM
750438103
29
29600
SH
SOLE
29600
0
0
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
265
3045
SH
SOLE
3045
0
0
SCHLUMBERGER LTD
COM
806857108
3305
28031
SH
SOLE
28031
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
204
5100
SH
SOLE
5100
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1072
21698
SH
SOLE
21698
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
307
6958
SH
SOLE
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0
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SPDR GOLD TRUST
GOLD SHS
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252
1968
SH
SOLE
1968
0
0
SPDR INDEX SHS FDS
MSCI ACWI EXUS
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1017
27364
SH
SOLE
27364
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
319
1625
SH
SOLE
1625
0
0
SPDR SERIES TRUST
S&P REGL BKG
78464A698
1291
32118
SH
SOLE
32118
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
7280
95067
SH
SOLE
95067
0
0
STRATASYS LTD
SHS
M85548101
350
3080
SH
SOLE
3080
0
0
SYSCO CORP
COM
871829107
1883
50347
SH
SOLE
50347
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
682
13200
SH
SOLE
13200
0
0
TEVA PHARMACEUTICAL INDS LTD
ADR
881624209
812
15553
SH
SOLE
15553
0
0
TRUSTMARK CORP
COM
898402102
259
10488
SH
SOLE
10488
0
0
UNION PAC CORP
COM
907818108
466
4651
SH
SOLE
4651
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2781
24075
SH
SOLE
24075
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
252
3091
SH
SOLE
3091
0
0
US BANCORP DEL
COM NEW
902973304
1354
31238
SH
SOLE
31238
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1166
9960
SH
SOLE
9960
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
39755
390484
SH
SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1367
12306
SH
SOLE
12306
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
106856
2043672
SH
SOLE
2043672
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2777
64246
SH
SOLE
64246
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1189
24306
SH
SOLE
24306
0
0
WALGREEN CO
COM
931422109
203
2740
SH
SOLE
2740
0
0
WAL-MART STORES INC
COM
931142103
3036
40351
SH
SOLE
40351
0
0
WELLPOINT INC
COM
94973V107
1540
14227
SH
SOLE
14227
0
0
WELLS FARGO & CO NEW
COM
949746101
487
9292
SH
SOLE
9292
0
0
WESTERN DIGITAL CORP
COM
958102105
1931
20940
SH
SOLE
20940
0
0
WISDOMTREE TR
EMERG MKTS ETF
97717W315
23312
449648
SH
SOLE
449648
0
0
YUM BRANDS INC
COM
988498101
553
6806
SH
SOLE
6806
0
0