$685 Million is the total value of Barber Financial Group, Inc.'s 146 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 31.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJS | Buy | ISHARES TRsp smcp600vl etf | $53,110,000 | +6842.5% | 527,197 | +5507.3% | 7.75% | +5437.9% |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $50,512,000 | – | 495,553 | +100.0% | 7.37% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $48,549,000 | – | 101,984 | +100.0% | 7.09% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $48,334,000 | – | 218,765 | +100.0% | 7.06% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $47,932,000 | – | 373,799 | +100.0% | 7.00% | – |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $45,651,000 | +6.2% | 928,056 | -0.5% | 6.66% | -15.1% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $44,910,000 | -8.0% | 397,677 | -2.2% | 6.56% | -26.4% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $37,400,000 | -3.4% | 1,261,384 | +0.3% | 5.46% | -22.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $30,803,000 | +7.5% | 363,583 | +11.9% | 4.50% | -14.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $16,034,000 | +4.4% | 151,667 | +3.1% | 2.34% | -16.5% |
| MUB | Buy | ISHARES TRnational mun etf | $15,693,000 | +2.1% | 135,224 | +3.1% | 2.29% | -18.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $15,436,000 | +2.0% | 365,177 | -13.6% | 2.25% | -18.5% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $14,288,000 | +0.5% | 465,999 | +0.6% | 2.09% | -19.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $12,237,000 | -66.9% | 38,344 | -67.5% | 1.79% | -73.5% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $11,452,000 | -2.4% | 419,038 | -3.7% | 1.67% | -21.9% |
| USRT | Sell | ISHARES TRcre u s reit etf | $9,616,000 | +6.1% | 183,511 | -2.0% | 1.40% | -15.2% |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $9,094,000 | – | 259,149 | +100.0% | 1.33% | – |
| IEUR | Sell | ISHARES TRcore msci euro | $8,673,000 | +0.9% | 160,707 | -4.1% | 1.27% | -19.3% |
| IPAC | Sell | ISHARES TRcore msci pac | $8,537,000 | -2.2% | 128,236 | -5.4% | 1.25% | -21.8% |
| FSKR | Buy | FS KKR CAP CORP II | $7,018,000 | +19.9% | 359,351 | +0.7% | 1.02% | -4.1% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $6,828,000 | +4.6% | 410,563 | +16.4% | 1.00% | -16.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,569,000 | +1406.7% | 57,712 | +1465.7% | 0.96% | +1098.8% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $5,858,000 | -0.1% | 81,099 | -5.8% | 0.86% | -20.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,517,000 | -5.4% | 126,021 | -8.9% | 0.80% | -24.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $4,932,000 | +9.8% | 12,397 | +3.7% | 0.72% | -12.2% |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $4,834,000 | – | 180,574 | +100.0% | 0.71% | – |
| BWX | New | SPDR SER TRblomberg intl tr | $4,806,000 | – | 164,937 | +100.0% | 0.70% | – |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $4,580,000 | -8.1% | 305,332 | -6.6% | 0.67% | -26.6% |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $4,391,000 | +3.2% | 74,008 | +2.6% | 0.64% | -17.5% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $4,350,000 | +14.7% | 77,082 | +15.3% | 0.64% | -8.4% |
| AAPL | Sell | APPLE INC | $4,325,000 | -9.4% | 35,406 | -1.5% | 0.63% | -27.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $4,296,000 | -21.1% | 62,094 | -22.6% | 0.63% | -36.9% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $3,888,000 | +13.4% | 42,490 | +13.5% | 0.57% | -9.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,791,000 | +1.0% | 27,994 | +3.8% | 0.55% | -19.3% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $2,995,000 | -10.7% | 56,692 | -7.5% | 0.44% | -28.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $2,821,000 | +40.7% | 74,425 | +27.7% | 0.41% | +12.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $2,811,000 | +78.6% | 27,580 | +78.8% | 0.41% | +42.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,737,000 | +5.3% | 13,241 | -0.9% | 0.40% | -15.8% |
| GBF | Buy | ISHARES TRgov/cred bd etf | $2,697,000 | +11.1% | 22,489 | +16.7% | 0.39% | -11.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $2,329,000 | +19.1% | 25,332 | +10.9% | 0.34% | -4.8% |
| NAV | NAVISTAR INTL CORP NEW | $2,210,000 | +0.1% | 50,200 | 0.0% | 0.32% | -19.9% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,090,000 | +12.7% | 22,753 | +4.2% | 0.30% | -10.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $2,084,000 | -20.4% | 33,242 | -23.6% | 0.30% | -36.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,922,000 | +6.7% | 8,685 | -0.3% | 0.28% | -14.6% |
| IGIB | Buy | ISHARES TR | $1,921,000 | +83.8% | 32,438 | +91.8% | 0.28% | +46.6% |
| TIP | Sell | ISHARES TRtips bd etf | $1,743,000 | -72.7% | 13,886 | -72.2% | 0.25% | -78.2% |
| BNDW | Sell | VANGUARD SCOTTSDALE FDStotal wld bd etf | $1,740,000 | -25.5% | 21,854 | -23.1% | 0.25% | -40.5% |
| FSMB | Buy | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $1,716,000 | +43.4% | 82,426 | +43.3% | 0.25% | +14.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $1,590,000 | -26.2% | 9,885 | -26.0% | 0.23% | -41.1% |
| AOK | Sell | ISHARES TRconser alloc etf | $1,573,000 | -26.5% | 40,686 | -26.3% | 0.23% | -41.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,326,000 | +36.8% | 12,215 | +15.8% | 0.19% | +9.6% |
| CAT | CATERPILLAR INC | $1,275,000 | +27.4% | 5,500 | 0.0% | 0.19% | +1.6% | |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $1,266,000 | – | 15,808 | +100.0% | 0.18% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,245,000 | -9.1% | 5,814 | -17.3% | 0.18% | -27.2% |
| T | Buy | AT&T INC | $1,197,000 | +10.5% | 39,550 | +5.1% | 0.18% | -11.6% |
| GLD | Sell | SPDR GOLD TR | $1,179,000 | -19.8% | 7,370 | -10.5% | 0.17% | -35.8% |
| CBSH | COMMERCE BANCSHARES INC | $1,144,000 | +16.6% | 14,930 | 0.0% | 0.17% | -6.7% | |
| DTE | Buy | DTE ENERGY CO | $1,112,000 | +46.9% | 8,355 | +34.0% | 0.16% | +17.4% |
| MSFT | Sell | MICROSOFT CORP | $1,081,000 | -3.2% | 4,586 | -8.7% | 0.16% | -22.5% |
| BP | Sell | BP PLCsponsored adr | $996,000 | -2.0% | 40,900 | -17.4% | 0.14% | -22.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $954,000 | +89.3% | 10,027 | +80.6% | 0.14% | +51.1% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $942,000 | +43.6% | 5,323 | +33.5% | 0.14% | +15.0% |
| IOO | New | ISHARES TRglobal 100 etf | $922,000 | – | 13,965 | +100.0% | 0.14% | – |
| AMZN | Buy | AMAZON COM INC | $886,000 | -4.7% | 287 | +0.3% | 0.13% | -24.1% |
| DE | DEERE & CO | $822,000 | +39.1% | 2,198 | 0.0% | 0.12% | +11.1% | |
| QDEF | Buy | FLEXSHARES TRqlt div def idx | $805,000 | +80.5% | 15,744 | +69.0% | 0.12% | +45.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $796,000 | -86.6% | 6,117 | -85.8% | 0.12% | -89.3% |
| BAC | Buy | BK OF AMERICA CORP | $773,000 | +27.6% | 19,989 | +0.0% | 0.11% | +1.8% |
| MMM | Buy | 3M CO | $706,000 | +13.0% | 3,665 | +2.5% | 0.10% | -9.6% |
| AFIN | Sell | AMERICAN FIN TR INC | $705,000 | +31.5% | 71,835 | -0.3% | 0.10% | +5.1% |
| PEP | Buy | PEPSICO INC | $696,000 | +15.8% | 4,920 | +21.5% | 0.10% | -7.3% |
| CERN | Sell | CERNER CORP | $681,000 | -9.9% | 9,473 | -1.7% | 0.10% | -28.3% |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $674,000 | – | 29,059 | +100.0% | 0.10% | – |
| DIS | Buy | DISNEY WALT CO | $661,000 | +16.2% | 3,582 | +14.1% | 0.10% | -7.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $650,000 | +12.5% | 1,844 | +20.3% | 0.10% | -10.4% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $628,000 | +1.1% | 10,097 | +0.1% | 0.09% | -18.6% |
| XOM | Sell | EXXON MOBIL CORP | $614,000 | +33.5% | 10,998 | -1.4% | 0.09% | +7.1% |
| WMT | Sell | WALMART INC | $602,000 | -33.9% | 4,432 | -29.9% | 0.09% | -47.0% |
| F | Buy | FORD MTR CO DEL | $553,000 | +167.1% | 45,112 | +91.2% | 0.08% | +113.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $539,000 | +5.1% | 262 | -10.6% | 0.08% | -16.0% |
| FB | Buy | FACEBOOK INCcl a | $535,000 | +100.4% | 1,816 | +86.1% | 0.08% | +59.2% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $512,000 | +13.5% | 1,009 | +1.3% | 0.08% | -8.5% |
| ES | Buy | EVERSOURCE ENERGY | $482,000 | +0.8% | 5,564 | +0.7% | 0.07% | -19.5% |
| GOOG | ALPHABET INCcap stk cl c | $480,000 | +18.2% | 232 | 0.0% | 0.07% | -5.4% | |
| FUMB | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $457,000 | +0.2% | 22,617 | 0.0% | 0.07% | -19.3% | |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $442,000 | +2.1% | 5,408 | -0.6% | 0.06% | -17.7% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $437,000 | +4.3% | 6,937 | -0.3% | 0.06% | -16.9% |
| OGS | ONE GAS INC | $441,000 | +0.2% | 5,730 | 0.0% | 0.06% | -20.0% | |
| ABT | Sell | ABBOTT LABS | $430,000 | -5.5% | 3,592 | -13.5% | 0.06% | -24.1% |
| VER | Buy | VEREIT INC | $425,000 | +2.2% | 11,011 | +0.0% | 0.06% | -18.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $420,000 | -0.9% | 7,227 | +0.2% | 0.06% | -20.8% |
| HTA | Sell | HEALTHCARE TR AMER INCcl a new | $385,000 | -5.6% | 13,971 | -5.6% | 0.06% | -25.3% |
| MEAR | Sell | ISHARES U S ETF TRblackrock short | $372,000 | -15.3% | 7,411 | -15.3% | 0.05% | -32.5% |
| CNC | Buy | CENTENE CORP DEL | $368,000 | +8.2% | 5,764 | +1.8% | 0.05% | -12.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $369,000 | +57.7% | 1,518 | +56.3% | 0.05% | +25.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $362,000 | +3.1% | 6,961 | -0.6% | 0.05% | -17.2% |
| JNK | Buy | SPDR SER TRbloomberg brclys | $357,000 | +3.8% | 3,283 | +4.1% | 0.05% | -17.5% |
| IWB | ISHARES TRrus 1000 etf | $341,000 | +5.6% | 1,523 | 0.0% | 0.05% | -15.3% | |
| CFB | CROSSFIRST BANKSHARES INC | $345,000 | +28.3% | 25,000 | 0.0% | 0.05% | +2.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $341,000 | +10.0% | 1,335 | 0.0% | 0.05% | -12.3% | |
| IVZ | New | INVESCO LTD | $343,000 | – | 13,609 | +100.0% | 0.05% | – |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $337,000 | -0.9% | 3,907 | -0.6% | 0.05% | -21.0% |
| NBB | Sell | NUVEEN TAXABLE MUNICPAL INM | $335,000 | -7.5% | 14,818 | -2.7% | 0.05% | -25.8% |
| LB | New | L BRANDS INC | $338,000 | – | 5,463 | +100.0% | 0.05% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $330,000 | +22.2% | 886 | +14.9% | 0.05% | -2.0% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $314,000 | – | 9,527 | +100.0% | 0.05% | – |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $317,000 | +7.5% | 3,463 | +1.4% | 0.05% | -14.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $308,000 | +3.4% | 4,284 | -1.7% | 0.04% | -16.7% |
| TPR | New | TAPESTRY INC | $299,000 | – | 7,246 | +100.0% | 0.04% | – |
| SIVB | New | SVB FINANCIAL GROUP | $289,000 | – | 586 | +100.0% | 0.04% | – |
| COP | Buy | CONOCOPHILLIPS | $285,000 | +34.4% | 5,378 | +1.6% | 0.04% | +7.7% |
| GLTR | New | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $290,000 | – | 3,125 | +100.0% | 0.04% | – |
| BA | Sell | BOEING CO | $285,000 | -5.6% | 1,119 | -20.8% | 0.04% | -23.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $282,000 | -33.6% | 1,715 | -36.5% | 0.04% | -47.4% |
| MCD | Sell | MCDONALDS CORP | $278,000 | -2.8% | 1,242 | -6.8% | 0.04% | -21.2% |
| V | Sell | VISA INC | $274,000 | -5.2% | 1,294 | -1.9% | 0.04% | -24.5% |
| HON | HONEYWELL INTL INC | $274,000 | +2.2% | 1,261 | 0.0% | 0.04% | -18.4% | |
| ABBV | Buy | ABBVIE INC | $271,000 | +5.4% | 2,504 | +4.3% | 0.04% | -14.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $275,000 | +6.2% | 994 | +0.4% | 0.04% | -14.9% |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $269,000 | +8.0% | 6,819 | 0.0% | 0.04% | -13.3% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $255,000 | +7.1% | 1,912 | +1.1% | 0.04% | -14.0% |
| CMCSA | COMCAST CORP NEWcl a | $252,000 | +3.3% | 4,652 | 0.0% | 0.04% | -17.8% | |
| LOW | New | LOWES COS INC | $244,000 | – | 1,283 | +100.0% | 0.04% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $244,000 | -97.1% | 1,805 | -96.6% | 0.04% | -97.7% |
| HYG | New | ISHARES TRiboxx hi yd etf | $238,000 | – | 2,726 | +100.0% | 0.04% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $242,000 | +5.2% | 805 | +0.1% | 0.04% | -16.7% |
| PFE | Sell | PFIZER INC | $238,000 | -4.4% | 6,573 | -2.7% | 0.04% | -22.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $238,000 | -98.4% | 602 | -98.5% | 0.04% | -98.7% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $239,000 | -38.1% | 3,978 | -38.0% | 0.04% | -50.0% |
| LUV | New | SOUTHWEST AIRLS CO | $236,000 | – | 3,873 | +100.0% | 0.03% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $226,000 | – | 5,956 | +100.0% | 0.03% | – |
| OKE | New | ONEOK INC NEW | $224,000 | – | 4,428 | +100.0% | 0.03% | – |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $221,000 | +6.2% | 2,959 | +0.1% | 0.03% | -15.8% |
| HSY | New | HERSHEY CO | $210,000 | – | 1,328 | +100.0% | 0.03% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $212,000 | – | 437 | +100.0% | 0.03% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $210,000 | – | 8,783 | +100.0% | 0.03% | – |
| DISCA | New | DISCOVERY INC | $209,000 | – | 4,802 | +100.0% | 0.03% | – |
| GE | Buy | GENERAL ELECTRIC CO | $206,000 | +29.6% | 15,685 | +6.6% | 0.03% | +3.4% |
| AVY | New | AVERY DENNISON CORP | $206,000 | – | 1,122 | +100.0% | 0.03% | – |
| KO | Buy | COCA COLA CO | $200,000 | -3.4% | 3,799 | +0.7% | 0.03% | -23.7% |
| CTT | Buy | CATCHMARK TIMBER TR INCcl a | $159,000 | +8.9% | 15,628 | +0.2% | 0.02% | -14.8% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $144,000 | -4.0% | 23,604 | +0.1% | 0.02% | -22.2% |
| GNE | GENIE ENERGY LTDcl b | $64,000 | -12.3% | 10,111 | 0.0% | 0.01% | -30.8% | |
| PROSPECT CAP CORPnote 4.950% 7/1 | $63,000 | 0.0% | 62,000 | 0.0% | 0.01% | -25.0% | ||
| PHX | PHX MINERALS INCcl a | $60,000 | +25.0% | 21,000 | 0.0% | 0.01% | 0.0% | |
| BLACKROCK TCP CAPITAL CORPnote 4.625% 3/0 | $10,000 | 0.0% | 10,000 | 0.0% | 0.00% | -50.0% | ||
| GNPX | Exit | GENPREX INC | $0 | – | -10,000 | -100.0% | -0.01% | – |
| AXSM | Exit | AXSOME THERAPEUTICS INC | $0 | – | -2,500 | -100.0% | -0.04% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -6,144 | -100.0% | -0.04% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -420 | -100.0% | -0.04% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -8,019 | -100.0% | -0.05% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -10,320 | -100.0% | -0.07% | – |
| TQQQ | Exit | PROSHARES TRultrapro qqq | $0 | – | -2,260 | -100.0% | -0.08% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -17,935 | -100.0% | -0.11% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -7,907 | -100.0% | -0.17% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -29,828 | -100.0% | -0.18% | – |
| AGZD | Exit | WISDOMTREE TRintrst rate hdge | $0 | – | -24,936 | -100.0% | -0.22% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -16,966 | -100.0% | -0.30% | – |
| TSLA | Exit | TESLA INC | $0 | – | -3,393 | -100.0% | -0.44% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -196,017 | -100.0% | -1.84% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -231,398 | -100.0% | -2.70% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -224,262 | -100.0% | -2.96% | – |
| IYM | Exit | ISHARES TRu.s. bas mtl etf | $0 | – | -365,017 | -100.0% | -7.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-22
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.