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Clifford P. Haugen

@Blb&b Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.958BTotal holdings283
Assets growth rate7.25%Assets growth rate (2-Q avg)5.09%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Blb&b Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 283 positions.

Assets under management

The assets under management (AUM) of Blb&b Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.958B in assets, with a quarterly growth rate of 7.25% and a 2-quarter average growth rate of 5.09%. The portfolio is managed by Clifford P. Haugen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.42%
8.11%
$158.656M
3.004M shares@ $52.81 avg price
IVVIshares Tr
Recent Activity
Increased 11.1%
6.59%
$128.835M
223,354 shares@ $576.83 avg price
IJHIshares Tr
Recent Activity
Increased 8.1%
6.34%
$123.966M
1.989M shares@ $62.33 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 5.02%
5.57%
$108.927M
2.276M shares@ $47.86 avg price
IJRIshares Tr
Recent Activity
Decreased -19.19%
4.31%
$84.28M
720,585 shares@ $116.96 avg price
AAPLApple Inc
Recent Activity
Decreased -2.28%
3.79%
$74.16M
318,284 shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.22%
3.5%
$68.463M
563,760 shares@ $121.44 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.81%
3.49%
$68.299M
158,724 shares@ $430.3 avg price
DJPBarclays Bank Plc
Recent Activity
Increased 11.34%
3.04%
$59.35M
1.841M shares@ $32.25 avg price
AGGIshares Tr
Recent Activity
Increased 4%
2.9%
$56.64M
559,292 shares@ $101.28 avg price