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Bbjs Financial Advisors, Llc

Portfolio Manager
Bbjs Financial Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$280.39M
# of Holdings
142
Performance Rank
N/A
Allocation (Top 20)
N/A

Bbjs Financial Advisors, Llc Holdings Map

Top 50 Bbjs Financial Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TEAM
ATLASSIAN CORPORATION
21.55%380.4K$60.4M
+0.00%(+0)
2023-Q3: 415.5K shares2023-Q4: 402.4K shares2024-Q1: 380.4K shares2024-Q2: 380.4K shares2024-Q3: 380.4K shares2024-09-30
RSP
INVESCO EXCHANGE TRADED FD T
9.38%146.8K$26.3M
+6.52%(+8.99K)
2023-Q4: 15.5K shares2024-Q1: 56.8K shares2024-Q2: 137.8K shares2024-Q3: 146.8K shares2024-09-30
VGK
VANGUARD INTL EQUITY INDEX F
6.13%241.9K$17.2M
+0.12%(+285)
2023-Q3: 261.1K shares2023-Q4: 259.9K shares2024-Q1: 255.2K shares2024-Q2: 241.6K shares2024-Q3: 241.9K shares2024-09-30
VBR
VANGUARD INDEX FDS
5.94%83.0K$16.7M
+0.05%(+45)
2023-Q3: 75.1K shares2023-Q4: 77.9K shares2024-Q1: 86.6K shares2024-Q2: 82.9K shares2024-Q3: 83.0K shares2024-09-30
IVW
ISHARES TR
5.34%156.3K$15.0M
+0.03%(+43)
2023-Q3: 168.9K shares2023-Q4: 167.5K shares2024-Q1: 156.4K shares2024-Q2: 156.3K shares2024-Q3: 156.3K shares2024-09-30
VBK
VANGUARD INDEX FDS
5.11%53.6K$14.3M
-15.83%(-10.08K)
2023-Q3: 61.1K shares2023-Q4: 62.6K shares2024-Q1: 66.3K shares2024-Q2: 63.7K shares2024-Q3: 53.6K shares2024-09-30
IEMG
ISHARES INC
4.43%216.2K$12.4M
-0.18%(-382)
2023-Q3: 216.5K shares2023-Q4: 237.2K shares2024-Q1: 225.7K shares2024-Q2: 216.6K shares2024-Q3: 216.2K shares2024-09-30
VPL
VANGUARD INTL EQUITY INDEX F
3.98%142.4K$11.2M
+0.05%(+67)
2023-Q3: 162.3K shares2023-Q4: 162.8K shares2024-Q1: 157.0K shares2024-Q2: 142.4K shares2024-Q3: 142.4K shares2024-09-30
VNQI
VANGUARD INTL EQUITY INDEX F
3.07%183.8K$8.6M
-1.10%(-2.04K)
2023-Q3: 218.6K shares2023-Q4: 236.5K shares2024-Q1: 292.4K shares2024-Q2: 185.8K shares2024-Q3: 183.8K shares2024-09-30
XME
SPDR SER TR
2.99%131.7K$8.4M
-24.64%(-43.04K)
2023-Q3: 61.5K shares2023-Q4: 64.2K shares2024-Q1: 128.0K shares2024-Q2: 174.7K shares2024-Q3: 131.7K shares2024-09-30

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