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RBB shares owned by Causey Wealth

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Causey Wealth from 13F filings

Historical chart of Causey Wealth investment in RBB

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All positions including RBB held by Causey Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Causey Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 5.8k 49.86

More positions owned by Causey Wealth

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr International Sl (ISCF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Vanguard World Extended Dur (EDV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Causey Wealth

Top funds holding RBB

LPL Financial
Wells Fargo & Company
Raymond James Financial
Stifel Financial
HighTower Advisors
Obermeyer Asset Management
Independent Advisor Alliance
Private Advisor
Benjamin Edwards
F/M Investments
Stratos Wealth Partners
Journey Strategic Wealth
Commonwealth Equity Services
Envestnet Asset Management
AQR Capital Management

View all funds holding RBB