StockDriftsStockDriftsTop 50 Bbjs Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | 21.55% | 380.4K | $60.4M | +0.00%(+0) | — | 2024-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.38% | 146.8K | $26.3M | +6.52%(+8.99K) | — | 2024-09-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 6.13% | 241.9K | $17.2M | +0.12%(+285) | — | 2024-09-30 | |
| VBR | VANGUARD INDEX FDS | 5.94% | 83.0K | $16.7M | +0.05%(+45) | — | 2024-09-30 | |
| IVW | ISHARES TR | 5.34% | 156.3K | $15.0M | +0.03%(+43) | — | 2024-09-30 | |
| VBK | VANGUARD INDEX FDS | 5.11% | 53.6K | $14.3M | -15.83%(-10.08K) | — | 2024-09-30 | |
| IEMG | ISHARES INC | 4.43% | 216.2K | $12.4M | -0.18%(-382) | — | 2024-09-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 3.98% | 142.4K | $11.2M | +0.05%(+67) | — | 2024-09-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 3.07% | 183.8K | $8.6M | -1.10%(-2.04K) | — | 2024-09-30 | |
| XME | SPDR SER TR | 2.99% | 131.7K | $8.4M | -24.64%(-43.04K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bbjs Financial Advisors, Llc reports $280.39M in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are TEAM (21.6%), RSP (9.4%) and VGK (6.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bbjs Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966040). View Bbjs Financial Advisors, Llc’s 13F filings on SEC