B, B, H, & B as of Sept. 30, 2021
Portfolio Holdings for B, B, H, & B
B, B, H, & B holds 33 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 18.2 | $20M | 46k | 430.82 | |
Ishares Tr Msci Acwi Etf (ACWI) | 9.0 | $9.9M | 99k | 99.92 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 7.9 | $8.6M | 172k | 50.14 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 6.7 | $7.3M | 142k | 51.68 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 6.2 | $6.7M | 91k | 73.91 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 6.0 | $6.5M | 143k | 45.70 | |
Ishares Tr Global Tech Etf (IXN) | 5.1 | $5.6M | 99k | 56.66 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 4.1 | $4.5M | 64k | 70.89 | |
Servisfirst Bancshares (SFBS) | 4.1 | $4.5M | 58k | 77.81 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 4.0 | $4.4M | 210k | 21.05 | |
Ishares Tr Msci Usa Min Vol (USMV) | 3.6 | $3.9M | 54k | 73.51 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 3.5 | $3.8M | 39k | 98.37 | |
Apple (AAPL) | 2.8 | $3.1M | 22k | 141.50 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $2.8M | 10k | 272.91 | |
Microsoft Corporation (MSFT) | 2.2 | $2.4M | 8.7k | 281.91 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $2.3M | 21k | 109.20 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.0 | $2.2M | 8.3k | 263.03 | |
Ishares Tr Europe Etf (IEV) | 1.8 | $2.0M | 39k | 52.12 | |
Goldman Sachs (GS) | 1.4 | $1.5M | 4.0k | 378.09 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $1.4M | 6.2k | 222.12 | |
Target Corporation (TGT) | 1.2 | $1.4M | 6.0k | 228.75 | |
Citigroup Com New (C) | 0.9 | $982k | 14k | 70.19 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $826k | 13k | 63.24 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $635k | 13k | 50.87 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $406k | 1.2k | 338.33 | |
Amazon (AMZN) | 0.4 | $401k | 122.00 | 3286.89 | |
Coca-Cola Company (KO) | 0.3 | $335k | 6.4k | 52.45 | |
Wal-Mart Stores (WMT) | 0.3 | $306k | 2.2k | 139.53 | |
Global Payments (GPN) | 0.2 | $244k | 1.5k | 157.72 | |
UnitedHealth (UNH) | 0.2 | $211k | 541.00 | 390.02 | |
Synovus Finl Corp Com New (SNV) | 0.2 | $210k | 4.8k | 43.84 | |
International Business Machines (IBM) | 0.2 | $208k | 1.5k | 138.76 | |
Conformis | 0.0 | $18k | 14k | 1.31 |