$418 Million is the total value of Barber Financial Group, Inc.'s 123 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $5,315,000 | – | 44,962 | +100.0% | 1.27% | – |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $5,228,000 | – | 132,838 | +100.0% | 1.25% | – |
| FSKR | New | FS KKR CAP CORP II | $4,243,000 | – | 329,155 | +100.0% | 1.02% | – |
| GLD | New | SPDR GOLD TR | $2,205,000 | – | 13,176 | +100.0% | 0.53% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $1,252,000 | – | 20,732 | +100.0% | 0.30% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $609,000 | – | 5,144 | +100.0% | 0.15% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $527,000 | – | 7,152 | +100.0% | 0.13% | – |
| FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $449,000 | – | 22,369 | +100.0% | 0.11% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $424,000 | – | 10,131 | +100.0% | 0.10% | – |
| BA | New | BOEING CO | $392,000 | – | 2,139 | +100.0% | 0.09% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $381,000 | – | 4,403 | +100.0% | 0.09% | – |
| COST | New | COSTCO WHSL CORP NEW | $361,000 | – | 1,190 | +100.0% | 0.09% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $258,000 | – | 2,643 | +100.0% | 0.06% | – |
| CFB | New | CROSSFIRST BANKSHARES INC | $245,000 | – | 25,000 | +100.0% | 0.06% | – |
| COP | New | CONOCOPHILLIPS | $241,000 | – | 5,726 | +100.0% | 0.06% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $225,000 | – | 889 | +100.0% | 0.05% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $227,000 | – | 769 | +100.0% | 0.05% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $213,000 | – | 3,072 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INCcl a | $213,000 | – | 938 | +100.0% | 0.05% | – |
| KNX | New | KNIGHT SWIFT TRANSN HLDGS INcl a | $209,000 | – | 5,000 | +100.0% | 0.05% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $205,000 | – | 2,245 | +100.0% | 0.05% | – |
| AXSM | New | AXSOME THERAPEUTICS INC | $206,000 | – | 2,500 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 26 | Q1 2023 | 17.9% |
| ISHARES TR | 26 | Q1 2023 | 12.3% |
| VANGUARD INDEX FDS | 26 | Q1 2023 | 10.0% |
| ISHARES TR | 26 | Q1 2023 | 6.4% |
| ISHARES TR | 26 | Q1 2023 | 4.0% |
| ISHARES TR | 26 | Q1 2023 | 4.8% |
| APPLE INC | 26 | Q1 2023 | 1.7% |
| VANGUARD INDEX FDS | 26 | Q1 2023 | 2.7% |
| PROCTER & GAMBLE CO | 26 | Q1 2023 | 1.4% |
| AT&T INC | 26 | Q1 2023 | 0.6% |
View Barber Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-01 |
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-04-22 |
| 13F-HR | 2021-02-03 |
View Barber Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.