$106 Million is the total value of B, B, H, & B INC.'s 30 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSV | Buy | ISHARES TRcore s&p us vlu | $8,959,000 | +75.7% | 118,079 | +76.8% | 8.44% | +98.6% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,882,000 | +0.3% | 156,560 | +3.4% | 6.49% | +13.4% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $5,058,000 | +57.8% | 286,762 | +25.8% | 4.77% | +78.3% |
| USMV | Buy | ISHARES TRmsci usa min vol | $4,483,000 | -2.0% | 57,798 | +2.2% | 4.22% | +10.7% |
| DVY | New | ISHARES TRselect divid etf | $4,439,000 | – | 34,645 | +100.0% | 4.18% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,589,000 | +19.5% | 10,171 | +1.3% | 3.38% | +35.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,432,000 | -5.4% | 6,289 | +0.3% | 1.35% | +6.9% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $793,000 | -5.9% | 13,280 | +0.2% | 0.75% | +6.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q1 2022 | 20.5% |
| ISHARES U S ETF TR | 6 | Q1 2022 | 12.8% |
| ISHARES TR | 6 | Q1 2022 | 12.0% |
| ISHARES TR | 6 | Q1 2022 | 6.7% |
| ISHARES TR | 6 | Q1 2022 | 5.8% |
| ISHARES TR | 6 | Q1 2022 | 5.9% |
| SERVISFIRST BANCSHARES INC | 6 | Q1 2022 | 5.0% |
| ISHARES TR | 6 | Q1 2022 | 8.4% |
| ISHARES TR | 6 | Q1 2022 | 8.3% |
| ISHARES TR | 6 | Q1 2022 | 8.1% |
View B, B, H, & B INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-10 |
| 13F-HR | 2021-05-11 |
| 13F-HR | 2021-01-26 |
View B, B, H, & B 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.