Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CFMS | Exit | CONFORMIS INC | $0 | – | -13,718 | -100.0% | -0.01% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -72 | -100.0% | -0.22% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -505 | -100.0% | -0.24% | – |
WMT | Exit | WALMART INC | $0 | – | -2,021 | -100.0% | -0.28% | – |
IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -2,493 | -100.0% | -0.37% | – |
KO | Exit | COCA COLA CO | $0 | – | -6,392 | -100.0% | -0.37% | – |
DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -1,400 | -100.0% | -0.46% | – |
C | Exit | CITIGROUP INC | $0 | – | -11,467 | -100.0% | -0.58% | – |
SO | Exit | SOUTHERN CO | $0 | – | -9,252 | -100.0% | -0.63% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -13,280 | -100.0% | -0.75% | – |
TGT | Exit | TARGET CORP | $0 | – | -5,387 | -100.0% | -1.08% | – |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -3,600 | -100.0% | -1.12% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -6,289 | -100.0% | -1.35% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -14,328 | -100.0% | -1.36% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -8,445 | -100.0% | -2.14% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -21,087 | -100.0% | -2.14% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -7,961 | -100.0% | -2.31% | – |
AAPL | Exit | APPLE INC | $0 | – | -18,456 | -100.0% | -3.04% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -10,171 | -100.0% | -3.38% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -34,645 | -100.0% | -4.18% | – |
USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -57,798 | -100.0% | -4.22% | – |
PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -286,762 | -100.0% | -4.77% | – |
IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -67,171 | -100.0% | -4.84% | – |
IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -88,844 | -100.0% | -4.86% | – |
SFBS | Exit | SERVISFIRST BANCSHARES INC | $0 | – | -55,554 | -100.0% | -4.99% | – |
SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -156,560 | -100.0% | -6.49% | – |
NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -148,603 | -100.0% | -6.94% | – |
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -118,079 | -100.0% | -8.44% | – |
ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -101,633 | -100.0% | -9.56% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -44,156 | -100.0% | -18.88% | – |
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.