Fund HoldingsBBR PARTNERS, LLC

Total Portfolio Value
$1.22B
Total Bought
$1.00B
Total Sold
$1.05B
Net Transaction
-$42.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)0972,731+972,7310529,38043.37%+529,380
iShares S&P 500 Index Fund0184,835+184,8350101,1478.29%+101,147
United Parcel Service, Inc.(UPS)0646,149+646,149088,4257.24%+88,425
Vanguard S&P 500 ETF075,845+75,845037,9323.11%+37,932
KKR & Co Inc.0231,047+231,047024,3151.99%+24,315
Vanguard Total Stock Market In090,614+90,614024,2401.99%+24,240
Invesco ETF Trust S&P 500 Equa0123,374+123,374020,2681.66%+20,268
Vanguard Info Tech ETF031,981+31,981018,4401.51%+18,440
Alphabet Inc Cl A(GOOG)089,738+89,738016,3461.34%+16,346
Berkshire Hathaway Inc Del CL019,855+19,85508,0770.66%+8,077
iShares Core Dividend Growth E0137,514+137,51407,9220.65%+7,922
Alphabet Inc Cl C(GOOG)042,440+42,44007,7840.64%+7,784
Xtrackers Harvest CSI 300 Chin0298,795+298,79507,0430.58%+7,043
Apple Inc(AAPL)208,723198,900-9,82335,79241,8923.43%+6,101
Mondelez International Inc(MDLZ)086,696+86,69605,6730.46%+5,673
Dimensional U.S. Targeted Valu094,424+94,42404,8980.40%+4,898
Nu Holdings Ord Shs Class A(NU)0360,332+360,33204,6450.38%+4,645
Vanguard Index Fds Mid Cap ETF018,940+18,94004,5850.38%+4,585
Mastercard Inc Cl A(MA)09,919+9,91904,3760.36%+4,376
BP PLC Sponsored ADR(BP)0114,376+114,37604,1290.34%+4,129
Health Care Select Sector SPDR
ST STR CARE ETF
027,843+27,84304,0580.33%+4,058
iShares Tr Russell 1000 Growth010,163+10,16303,7050.30%+3,705
iShares MSCI KLD 400 Social ET034,870+34,87003,6210.30%+3,621
iShares S&P 100 Index Fund013,441+13,44103,5520.29%+3,552
iShares MSCI World ETF023,844+23,84403,5170.29%+3,517
iShares MSCI Intl Quality Fact
MSCI INTL QUALTY
084,840+84,84003,3130.27%+3,313
Visa Inc Com Cl A(V)011,724+11,72403,0770.25%+3,077
Vanguard Total International S049,821+49,82103,0040.25%+3,004
Invesco QQQ Trust Series 105,752+5,75202,7560.23%+2,756
Altimmune Inc Com New0374,784+374,78402,4920.20%+2,492
Shell plc(SHEL)033,457+33,45702,4150.20%+2,415
Vanguard Short-Term Inflation-046,632+46,63202,2640.19%+2,264
Albertsons Company Ord Shs Cla0100,000+100,00001,9750.16%+1,975
Axis Capital Holdings Shs026,666+26,66601,8840.15%+1,884
SPDR Gold Shares08,749+8,74901,8810.15%+1,881
iShares Tr Russell 1000 Value010,056+10,05601,7540.14%+1,754
Walt Disney Co(DIS)014,608+14,60801,4500.12%+1,450
iShares Tr 500 Growth Index Fu014,102+14,10201,3050.11%+1,305
iShares Russell 200006,247+6,24701,2670.10%+1,267
Philip Morris Intl Inc(PM)142,282140,979-1,30313,03614,2851.17%+1,250
Berkshire Hathaway Inc Del Cl02+201,2240.10%+1,224
iShares Tr Barclay Agg Bnd012,096+12,09601,1740.10%+1,174
iShares Tr S&P 500 Value06,352+6,35201,1560.09%+1,156
Proshares S&P 500 Dividend Ari011,675+11,67501,1220.09%+1,122
Aon PLC Shs Cl A(AON)03,660+3,66001,0750.09%+1,075
General Electric Co(GE)06,521+6,52101,0370.08%+1,037
Alerian MLP ETF019,739+19,73909470.08%+947
Blackstone Secured Lending Fun(BXSL)030,701+30,70109400.08%+940
CBRE Group Inc Cl A(CBRE)010,400+10,40009270.08%+927
Vanguard Short-Term Treasury E
SHORT TERM TREAS
013,841+13,84108030.07%+803
Vanguard FTSE Developed Market014,205+14,20507020.06%+702
Vanguard Growth ETF01,661+1,66106210.05%+621
Dorchester Minerals Lp Com Uni(DMLP)019,456+19,45606000.05%+600
Vanguard Small-Cap ETF02,695+2,69505880.05%+588
Dimensional U.S. Core Equity 2017,864+17,86405760.05%+576
iShares Mortgage Real Estate C
MORTGE REL ETF
025,000+25,00005540.05%+554
Grail Inc Com(GRAL)035,000+35,00005380.04%+538
Hyatt Hotels Corp Com Cl A(H)03,500+3,50005320.04%+532
Vanguard Emerging Markets Stoc011,774+11,77405150.04%+515
Comcast Corp New Cl A013,136+13,13605140.04%+514
Accel Entertainment, Inc(ACEL)049,606+49,60605090.04%+509
Amazon Com Inc Com(AMZN)39,15239,112-407,0627,5580.62%+496
Affirm Hldgs Inc Com Cl A(AFRM)015,818+15,81804780.04%+478
iShares Tr DJ Sel Div Inx03,926+3,92604750.04%+475
Coca Cola Co(KO)19,18725,774+6,5871,1741,6410.13%+467
Lexicon Pharmaceuticals Inc Co(LXRX)0270,000+270,00004540.04%+454
iShares Edge MSCI USA Quality
MSCI USA QLT FCT
02,642+2,64204510.04%+451
Dimensional International Valu
INTERNATNAL VAL
012,355+12,35504440.04%+444
Liberty Global Ord Shs Cl A(LBTYA)025,000+25,00004360.04%+436
Walmart Inc.(WMT)47,63148,762+1,1312,8663,3020.27%+436
Invesco Bloomberg MVP Multi-fa09,792+9,79204310.04%+431
Brookfiled Ord Shs Class A(BN)09,900+9,90004110.03%+411
Vanguard Telecommunication Ser
COMM SRVC ETF
02,876+2,87603970.03%+397
Shopify Inc.(SHOP)06,000+6,00003960.03%+396
Blackstone Group Inc.03,199+3,19903960.03%+396
Applied Matls Inc Com20,56219,591-9714,2414,6230.38%+383
Schwab Charles Cp New Com(SCHW)05,000+5,00003680.03%+368
Barclays ETN Select MLP ETN014,558+14,55803650.03%+365
FNF Group(FNF)07,390+7,39003650.03%+365
Lennar Corp Com(LEN)02,427+2,42703640.03%+364
Bowlero Corp Cl A Com(LUCK)025,000+25,00003620.03%+362
Shake Shack Inc - Class A(SHAK)04,000+4,00003600.03%+360
Lenz Therapeutics Inc Com020,000+20,00003460.03%+346
Ge Vernova Inc Com(GEV)01,956+1,95603350.03%+335
Eaton Corp PLC(ETN)01,063+1,06303330.03%+333
Roblox Corp Cl A(RBLX)08,917+8,91703320.03%+332
Harrow Inc Com(HROW)022,000+22,00004600.04%+460
iShares National Muni Bond ETF02,918+2,91803110.03%+311
Charter Communications Inc(CHTR)01,033+1,03303090.03%+309
ASML Holding NV - NY Shs0298+29803050.02%+305
Bitwise Bitcoin ETF(BITB)09,000+9,00002940.02%+294
Mp Materials Corp Com Cl A(MP)022,624+22,62402880.02%+288
iShares Core MSCI Emerging Mar
CORE MSCI EMKT
05,197+5,19702780.02%+278
Fortrea Hldgs Inc Common Stock(FTRE)011,883+11,88302770.02%+277
Cheniere Energy Inc Com New(LNG)01,573+1,57302750.02%+275
Vanguard Dividend Appreciation01,501+1,50102740.02%+274
Twilio Inc.(TWLO)04,820+4,82002740.02%+274
Alibaba Group Hldg Ltd(BABA)03,795+3,79502730.02%+273
Novartis A G Sponsored ADR(NVS)02,565+2,56502730.02%+273
Weyerhaeuser Co Com(WY)09,600+9,60002730.02%+273
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