SBB Research Group LLC
CIK 1896711 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- SPY24.78%
- VTI13.32%
- BRK.B11.39%
- TLT6.87%
- IWM5.23%
- BDX4.09%
- AAPL4.00%
- COST3.89%
- GOOG3.69%
- ABT2.33%
Share classes counted separately79.59%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USS&P 500 ETF TR TR UNIT View history and evidence | $13.89M | 24.78% | 32.50K shares | — | ▾ | |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $7.47M | 13.32% | 35.15K shares | — | ▾ | |
| 03 | BRK.BBERKSHIRE HATHAWAY INC-CL BDEL CL B NEW View history and evidence | $6.39M | 11.39% | 18.23K shares | — | ▾ | |
| 04 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $3.85M | 6.87% | 43.44K shares | — | ▾ | |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $2.93M | 5.23% | 16.60K shares | — | ▾ | |
| 06 | BDXBECTON DICKINSON AND CO View history and evidence | $2.29M | 4.09% | 8.86K shares | — | ▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $2.24M | 4.00% | 13.08K shares | — | ▾ | |
| 08 | COSTCOSTCO WHOLESALE CORPNEW COM View history and evidence | $2.18M | 3.89% | 3.86K shares | — | ▾ | |
| 09 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $2.07M | 3.69% | 15.70K shares | — | ▾ | |
| 10 | ABTABBOTT LABORATORIES View history and evidence | $1.30M | 2.33% | 13.47K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1896711 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 56052174
}Research all 34 reported holdings.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.