B, B, H, & B INC.
données du 31/03/2022
Capitalisation
$ 106.103 M
-11.52 %
Performance
$ 12.932 M
12.37 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2022/03/31 | IVV | ISHARES TR | 18.88% | 20.033 M $ | 44156 | 2020/12/31 | -1.112 M $ | -4.88 % |
| 2022/03/31 | ACWI | ISHARES TR | 9.56% | 10.141 M $ | 101633 | 2020/12/31 | -616.956 K $ | -5.67 % |
| 2022/03/31 | IUSV | ISHARES TR | 8.44% | 8.959 M $ | 118079 | 2020/12/31 | -31.388 K $ | -0.62 % |
| 2022/03/31 | NEAR | ISHARES U S ETF TR | 6.94% | 7.366 M $ | 148603 | 2020/12/31 | -66.944 K $ | -0.76 % |
| 2022/03/31 | SHYG | ISHARES TR | 6.49% | 6.882 M $ | 156560 | 2021/09/30 | -202.947 K $ | -2.96 % |
| 2022/03/31 | SFBS | SERVISFIRST BANCSHARES INC | 4.99% | 5.294 M $ | 55554 | 2020/12/31 | 585.323 K $ | 12.18 % |
| 2022/03/31 | IXN | ISHARES TR | 4.86% | 5.154 M $ | 88844 | 2020/12/31 | -687.821 K $ | -9.91 % |
| 2022/03/31 | IVW | ISHARES TR | 4.83% | 5.130 M $ | 67171 | 2020/12/31 | -701.436 K $ | -8.71 % |
| 2022/03/31 | PDBC | INVESCO ACTIVLY MANGD ETC FD | 4.77% | 5.058 M $ | 286762 | 2021/09/30 | 816.340 K $ | 25.46 % |
| 2022/03/31 | USMV | ISHARES TR | 4.23% | 4.483 M $ | 57798 | 2021/09/30 | -188.314 K $ | -4.12 % |
| 2022/03/31 | DVY | ISHARES TR | 4.18% | 4.439 M $ | 34645 | 2022/03/31 | 0.000 $ | 0.00 % |
| 2022/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.38% | 3.589 M $ | 10171 | 2020/12/31 | 541.525 K $ | 18.03 % |
| 2022/03/31 | AAPL | APPLE INC | 3.04% | 3.223 M $ | 18456 | 2020/12/31 | -62.556 K $ | -1.67 % |
| 2022/03/31 | MSFT | MICROSOFT CORP | 2.31% | 2.454 M $ | 7961 | 2020/12/31 | -240.549 K $ | -8.33 % |
| 2022/03/31 | IJR | ISHARES TR | 2.14% | 2.275 M $ | 21087 | 2020/12/31 | -145.376 K $ | -5.79 % |
| 2022/03/31 | IJH | ISHARES TR | 2.14% | 2.266 M $ | 8445 | 2020/12/31 | -130.670 K $ | -5.21 % |
| 2022/03/31 | ITOT | ISHARES TR | 1.36% | 1.446 M $ | 14328 | 2020/12/31 | -246.015 K $ | -5.65 % |
| 2022/03/31 | VTI | VANGUARD INDEX FDS | 1.35% | 1.432 M $ | 6289 | 2020/12/31 | -86.337 K $ | -5.70 % |
| 2022/03/31 | GS | GOLDMAN SACHS GROUP INC | 1.12% | 1.188 M $ | 3600 | 2021/03/31 | -203.033 K $ | -13.71 % |
| 2022/03/31 | TGT | TARGET CORP | 1.08% | 1.143 M $ | 5387 | 2020/12/31 | -114.282 K $ | -8.31 % |
| 2022/03/31 | VXUS | VANGUARD STAR FDS | 0.75% | 793.000 K $ | 13280 | 2021/06/30 | -50.774 K $ | -6.02 % |
| 2022/03/31 | SO | SOUTHERN CO | 0.63% | 671.000 K $ | 9252 | 2021/12/31 | 36.360 K $ | 5.74 % |
| 2022/03/31 | C | CITIGROUP INC | 0.58% | 612.000 K $ | 11467 | 2021/06/30 | -90.667 K $ | -11.58 % |
| 2022/03/31 | DIA | SPDR DOW JONES INDL AVERAGE | 0.46% | 486.000 K $ | 1400 | 2020/12/31 | -23.086 K $ | -4.54 % |
| 2022/03/31 | KO | COCA COLA CO | 0.37% | 396.000 K $ | 6392 | 2020/12/31 | 17.833 K $ | 4.72 % |
| 2022/03/31 | IVE | ISHARES TR | 0.37% | 388.000 K $ | 2493 | 2020/12/31 | -2.416 K $ | -0.58 % |
| 2022/03/31 | WMT | WALMART INC | 0.28% | 301.000 K $ | 2021 | 2020/12/31 | 9.276 K $ | 2.93 % |
| 2022/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.24% | 257.000 K $ | 505 | 2020/12/31 | 4.236 K $ | 1.56 % |
| 2022/03/31 | AMZN | AMAZON COM INC | 0.22% | 235.000 K $ | 72 | 2020/12/31 | -7.663 K $ | -2.23 % |
| 2022/03/31 | CFMS | CONFORMIS INC | 0.01% | 9.000 K $ | 13718 | 2020/12/31 | -1.890 K $ | -18.90 % |
| 2022/03/31 | SLQD | ISHARES TR | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2022/03/31 | SNV | SYNOVUS FINL CORP | 0.00% | 0.000 $ | 0 | 2021/09/30 | 0.000 $ | 0.00 % |
| 2022/03/31 | FLOT | ISHARES TR | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2022/03/31 | IEV | ISHARES TR | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |