$166 Million is the total value of Hubbell Strickland Wealth Management, LLC's 68 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $841,000 | +8.8% | 3,026 | 0.0% | 0.51% | +1.8% | |
| RRBI | RED RIVER BANCSHARES INC | $745,000 | -9.8% | 14,745 | 0.0% | 0.45% | -15.6% | |
| AMZN | AMAZON COM INC | $608,000 | +11.4% | 177 | 0.0% | 0.37% | +4.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $276,000 | +10.0% | 1,886 | 0.0% | 0.17% | +3.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $237,000 | +18.5% | 97 | 0.0% | 0.14% | +10.9% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $230,000 | +0.4% | 2,775 | 0.0% | 0.14% | -6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 17 | Q3 2023 | 35.1% |
| ISHARES TR | 17 | Q3 2023 | 11.2% |
| ISHARES TR | 17 | Q3 2023 | 9.2% |
| SPDR SER TR | 17 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 17 | Q3 2023 | 5.5% |
| ISHARES TR | 17 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 17 | Q3 2023 | 2.8% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
| ISHARES TR | 17 | Q3 2023 | 2.6% |
View Hubbell Strickland Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-02 |
View Hubbell Strickland Wealth Management, LLC'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.