SBB Research Group LLC

Q3 2023 13F Holdings

  • Location
    northbrook, IL
  • Num holdings

    34

  • Value ($000)

    $56,052

  • Date Filed
    11/13/2023
  • Form type
    13F-HR
  • CIK
    0001896711
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR

S&P 500 ETF TR TR UNIT
78462F103
$13.89M
25 %

32,496

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.47M
13 %

35,153

B
BRK.B

BERKSHIRE HATHAWAY INC

DEL CL B NEW
084670702
$6.39M
11 %

18,232

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$3.85M
7 %

43,438

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$2.93M
5 %

16,596

B
BDX

BECTON DICKINSON & CO

COM
075887109
$2.29M
4 %

8,857

A
AAPL

APPLE INC

COM
037833100
$2.24M
4 %

13,080

C
COST

COSTCO WHSL CORP

NEW COM
22160K105
$2.18M
4 %

3,859

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.07M
4 %

15,700

A
ABT

ABBOTT LABS

COM
002824100
$1.30M
2 %

13,474

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