SBB Research Group LLC
Q3 2023 13F Holdings
- Locationnorthbrook, IL
- Num holdings
34
- Value ($000)
$56,052
- Date Filed11/13/2023
- Form type13F-HR
- CIK0001896711
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR | S&P 500 ETF TR TR UNIT | 78462F103 | $13.89M | 25 % | 32,496 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.47M | 13 % | 35,153 | ||
BRK.B BERKSHIRE HATHAWAY INC | DEL CL B NEW | 084670702 | $6.39M | 11 % | 18,232 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $3.85M | 7 % | 43,438 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $2.93M | 5 % | 16,596 | ||
BDX BECTON DICKINSON & CO | COM | 075887109 | $2.29M | 4 % | 8,857 | ||
AAPL APPLE INC | COM | 037833100 | $2.24M | 4 % | 13,080 | ||
COST COSTCO WHSL CORP | NEW COM | 22160K105 | $2.18M | 4 % | 3,859 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $2.07M | 4 % | 15,700 | ||
ABT ABBOTT LABS | COM | 002824100 | $1.30M | 2 % | 13,474 |
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