B, B, H, & B as of June 30, 2021
Portfolio Holdings for B, B, H, & B
B, B, H, & B holds 31 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 16.3 | $17M | 39k | 429.92 | |
Ishares Tr Msci Acwi Etf (ACWI) | 12.0 | $12M | 122k | 101.18 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 7.7 | $7.9M | 158k | 50.16 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 6.6 | $6.8M | 132k | 51.83 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 6.5 | $6.7M | 132k | 50.81 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 5.3 | $5.4M | 55k | 98.76 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 4.6 | $4.7M | 18k | 268.71 | |
Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $4.6M | 41k | 112.96 | |
Ishares Tr S&p 500 Val Etf (IVE) | 4.2 | $4.3M | 29k | 147.63 | |
Spdr Gold Tr Gold Shs (GLD) | 4.0 | $4.1M | 25k | 165.59 | |
Servisfirst Bancshares (SFBS) | 3.9 | $4.0M | 59k | 67.97 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $3.1M | 43k | 72.72 | |
Apple (AAPL) | 2.9 | $3.0M | 22k | 136.95 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $2.8M | 10k | 277.90 | |
Microsoft Corporation (MSFT) | 2.3 | $2.4M | 8.8k | 270.89 | |
Ishares Tr Asia 50 Etf (AIA) | 2.1 | $2.2M | 24k | 91.64 | |
Ishares Tr Europe Etf (IEV) | 1.9 | $2.0M | 37k | 53.28 | |
Goldman Sachs (GS) | 1.5 | $1.6M | 4.2k | 379.48 | |
Target Corporation (TGT) | 1.4 | $1.5M | 6.0k | 241.73 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.4M | 6.2k | 222.83 | |
Citigroup Com New (C) | 1.0 | $1.0M | 15k | 70.75 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $853k | 13k | 65.67 | |
Ishares Tr Global Tech Etf (IXN) | 0.7 | $681k | 2.0k | 337.30 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.6 | $648k | 9.0k | 71.92 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $448k | 1.3k | 344.62 | |
Amazon (AMZN) | 0.4 | $430k | 125.00 | 3440.00 | |
Coca-Cola Company (KO) | 0.3 | $345k | 6.4k | 54.02 | |
Wal-Mart Stores (WMT) | 0.3 | $309k | 2.2k | 140.97 | |
UnitedHealth (UNH) | 0.2 | $226k | 564.00 | 400.71 | |
International Business Machines (IBM) | 0.2 | $217k | 1.5k | 146.52 | |
Conformis | 0.0 | $15k | 14k | 1.09 |