TBH Global Asset Management, LLC
CIK:0001787125
Investment Adviser
$512M AUM
246 holdings
Brentwood, TN, USA
TBH Global Asset Management, LLC is an SEC-registered investment advisor offering discretionary management of investment portfolios.
Investment Strategy
Discretionary management of investment portfolios
Top Buys
D
DGROISHARES TR+$14.9M
G
GOOGLALPHABET INC+$11.0M
A
AAPLAPPLE INC+$10.0M
A
AGGISHARES TR+$9.5M
I
IJRISHARES TR+$7.4M
Top Sells
I
IVVISHARES TR-$66.2M
J
JMUBJ P MORGAN EXCHANGE TRADED F-$17.2M
V
VWOVANGUARD INTL EQUITY INDEX F-$7.5M
G
GOOGALPHABET INC-$6.6M
V
VTVVANGUARD INDEX FDS-$6.0M
Top Holdings
A
AAPLAPPLE INC+10.5%$54.0M
I
IVVISHARES TR+4.9%$25.0M
B
BRK-BBERKSHIRE HATHAWAY INC DEL+3.0%$15.5M
D
DGROISHARES TR+2.9%$14.9M
V
VYMVANGUARD WHITEHALL FDS+2.2%$11.3M
Equity Positions (244)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.55% | $54.0M | 212,200 | $128.36 | $254.63 | +$10.0M |
I IVV | ISHARES TR | 4.88% | $25.0M | 37,387 | $555.82 | $669.30 | -$66.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.03% | $15.5M | 30,856 | $306.88 | $502.74 | -$127.3K |
D DGRO | ISHARES TR | 2.91% | $14.9M | 219,370 | $68.08 | $68.08 | +$14.9M |
V VYM | VANGUARD WHITEHALL FDS | 2.21% | $11.3M | 80,296 | $111.90 | $140.95 | -$4.1M |
Industry Allocation
ELECTRONIC COMPUTERS
+10.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.6%
SERVICES-PREPACKAGED SOFTWARE
+3.9%
SERVICES-BUSINESS SERVICES, NEC
+3.0%
FIRE, MARINE & CASUALTY INSURANCE
+3.0%