Bbjs Financial Advisors
Latest statistics and disclosures from Bbjs Financial Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001966040
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Positions held by Bbjs Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Bbjs Financial Advisors
Bbjs Financial Advisors holds 139 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Atlassian Corporation Cl A (TEAM) | 24.1 | $54M | 416k | 128.68 | ||
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.0 | $16M | 279k | 55.44 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 5.3 | $12M | 58k | 200.54 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 5.1 | $11M | 71k | 158.80 | ||
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 4.7 | $10M | 161k | 64.35 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 4.2 | $9.4M | 161k | 58.50 | ||
Ishares Core Msci Emkt (IEMG) | 4.1 | $9.0M | 193k | 46.70 | ||
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 3.6 | $7.9M | 192k | 41.34 | ||
Ishares Tr Msci Usa Value (VLUE) | 3.1 | $6.9M | 76k | 91.14 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 3.1 | $6.9M | 182k | 37.90 | ||
Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $6.6M | 46k | 145.07 | ||
Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $6.3M | 16k | 384.20 | ||
Spdr Ser Tr S&p Metals Mng (XME) | 2.8 | $6.1M | 123k | 49.81 | ||
Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.1 | $4.7M | 95k | 49.00 | ||
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Ishares Tr Gl Clean Ene Etf (ICLN) | 2.0 | $4.4M | 221k | 19.85 | ||
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 1.8 | $4.0M | 84k | 47.19 | ||
Spdr Ser Tr S&p Biotech (XBI) | 1.7 | $3.9M | 47k | 83.00 | ||
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 1.6 | $3.6M | 92k | 38.71 | ||
Fidelity Covington Trust Msci Commntn Svc (FCOM) | 1.5 | $3.2M | 104k | 31.06 | ||
Ishares Gold Tr Ishares New (IAU) | 1.4 | $3.1M | 91k | 34.59 | ||
Global X Fds Fintech Etf (FINX) | 1.3 | $2.9M | 152k | 19.25 | ||
Vaneck Etf Trust Semiconductr Etf (SMH) | 1.3 | $2.9M | 14k | 202.94 | ||
Kraneshares Tr Quadrtc Int Rt (IVOL) | 1.3 | $2.9M | 127k | 22.61 | ||
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.9 | $1.9M | 72k | 26.77 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.7M | 19k | 88.23 | ||
Walt Disney Company (DIS) | 0.7 | $1.6M | 19k | 86.88 | ||
Pinterest Cl A (PINS) | 0.7 | $1.6M | 65k | 24.28 | ||
Paypal Holdings (PYPL) | 0.6 | $1.3M | 18k | 71.22 | ||
salesforce (CRM) | 0.6 | $1.2M | 9.4k | 132.60 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.2M | 15k | 82.48 | ||
Miller Inds Inc Tenn Com New (MLR) | 0.4 | $907k | 34k | 26.66 | ||
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $662k | 13k | 50.13 | ||
Docusign (DOCU) | 0.3 | $619k | 11k | 55.42 | ||
Americold Rlty Tr (COLD) | 0.3 | $605k | 21k | 28.31 | ||
Vici Pptys (VICI) | 0.3 | $581k | 18k | 32.40 | ||
Equinix (EQIX) | 0.3 | $577k | 881.00 | 655.22 | ||
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.3 | $572k | 174k | 3.29 | ||
Unity Software (U) | 0.2 | $526k | 18k | 28.59 | ||
Simon Property (SPG) | 0.2 | $510k | 4.3k | 117.47 | ||
Digital Realty Trust (DLR) | 0.2 | $495k | 4.9k | 100.27 | ||
Equity Lifestyle Properties (ELS) | 0.2 | $487k | 7.5k | 64.60 | ||
Ventas (VTR) | 0.2 | $474k | 11k | 45.05 | ||
American Tower Reit (AMT) | 0.2 | $473k | 2.2k | 211.85 | ||
Twilio Cl A (TWLO) | 0.2 | $470k | 9.6k | 48.96 | ||
Public Storage (PSA) | 0.2 | $465k | 1.7k | 280.16 | ||
Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $459k | 8.7k | 53.05 | ||
Welltower Inc Com reit (WELL) | 0.2 | $438k | 6.7k | 65.55 | ||
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.2 | $427k | 12k | 34.69 | ||
Prologis (PLD) | 0.2 | $419k | 3.7k | 112.72 | ||
Essex Property Trust (ESS) | 0.2 | $399k | 1.9k | 211.90 | ||
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $257k | 3.1k | 82.31 | ||
Ishares Tr Ibonds 23 Trm Hg (IBHC) | 0.1 | $251k | 11k | 23.47 | ||
Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.1 | $240k | 11k | 22.51 | ||
Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $234k | 10k | 22.71 | ||
Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $230k | 4.7k | 49.19 | ||
Ishares Tr Ibonds 2027 Term (IBHG) | 0.1 | $220k | 10k | 21.36 | ||
Exxon Mobil Corporation (XOM) | 0.1 | $210k | 1.9k | 110.30 | ||
Ishares Tr Esg Aware Msci (ESML) | 0.1 | $203k | 6.2k | 32.88 | ||
Global X Fds Gbl X Blockchain | 0.1 | $168k | 13k | 12.88 | ||
Ishares Tr Core Msci Pac (IPAC) | 0.1 | $146k | 2.7k | 53.66 | ||
Ishares Esg Awr Msci Em (ESGE) | 0.1 | $135k | 4.5k | 30.07 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $134k | 433.00 | 308.90 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $77k | 358.00 | 214.28 | ||
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $76k | 1.4k | 54.49 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $67k | 1.7k | 38.98 | ||
Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $64k | 568.00 | 111.89 | ||
Ishares Msci Frontier (FM) | 0.0 | $61k | 2.4k | 25.47 | ||
Amazon (AMZN) | 0.0 | $58k | 685.00 | 84.00 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $55k | 207.00 | 266.04 | ||
Vanguard World Fds Energy Etf (VDE) | 0.0 | $53k | 439.00 | 121.26 | ||
Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $51k | 1.2k | 43.47 | ||
Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $51k | 1.1k | 45.97 | ||
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $50k | 994.00 | 50.31 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $48k | 542.00 | 88.67 | ||
Expeditors International of Washington (EXPD) | 0.0 | $46k | 446.00 | 103.92 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $45k | 678.00 | 65.64 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $44k | 500.00 | 88.09 | ||
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $44k | 205.00 | 214.52 | ||
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $43k | 310.00 | 138.67 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $28k | 298.00 | 94.67 | ||
Northrop Grumman Corporation (NOC) | 0.0 | $27k | 50.00 | 545.60 | ||
Etsy (ETSY) | 0.0 | $24k | 200.00 | 119.78 | ||
Costco Wholesale Corporation (COST) | 0.0 | $24k | 52.00 | 456.50 | ||
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $24k | 430.00 | 54.84 | ||
Cloudflare Cl A Com (NET) | 0.0 | $23k | 500.00 | 45.21 | ||
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.0 | $19k | 585.00 | 31.73 | ||
Global X Fds Msci Norway Etf (NORW) | 0.0 | $19k | 723.00 | 25.64 | ||
Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $18k | 765.00 | 22.88 | ||
Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $16k | 1.3k | 11.90 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $15k | 40.00 | 382.43 | ||
Merck & Co (MRK) | 0.0 | $14k | 130.00 | 110.95 | ||
Vaneck Etf Trust Africa Index Etf (AFK) | 0.0 | $14k | 881.00 | 16.06 | ||
Seagen (SGEN) | 0.0 | $13k | 100.00 | 128.51 | ||
Microsoft Corporation (MSFT) | 0.0 | $12k | 51.00 | 237.71 | ||
At&t (T) | 0.0 | $11k | 571.00 | 18.41 | ||
Bristol Myers Squibb (BMY) | 0.0 | $9.1k | 127.00 | 71.99 | ||
Target Corporation (TGT) | 0.0 | $9.1k | 61.00 | 149.03 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $8.0k | 60.00 | 132.87 | ||
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $7.7k | 163.00 | 47.43 | ||
Coca-Cola Company (KO) | 0.0 | $7.6k | 120.00 | 63.61 | ||
Ares Capital Corp Note 4.625% 3/0 | 0.0 | $7.5k | 7.0k | 1.08 | ||
Ishares Silver Tr Ishares (SLV) | 0.0 | $6.6k | 300.00 | 22.02 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $6.6k | 65.00 | 101.35 | ||
Ashland (ASH) | 0.0 | $5.9k | 55.00 | 107.75 | ||
Cigna Corp (CI) | 0.0 | $5.6k | 17.00 | 331.35 | ||
Ford Motor Company (F) | 0.0 | $5.1k | 440.00 | 11.63 | ||
Us Bancorp Del Com New (USB) | 0.0 | $4.4k | 100.00 | 43.61 | ||
Beyond Meat (BYND) | 0.0 | $3.7k | 300.00 | 12.31 | ||
Apple (AAPL) | 0.0 | $3.6k | 28.00 | 129.93 | ||
Trupanion (TRUP) | 0.0 | $3.6k | 75.00 | 47.53 | ||
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $3.4k | 50.00 | 68.48 | ||
Snowflake Cl A (SNOW) | 0.0 | $3.3k | 23.00 | 143.52 | ||
Iqiyi Sponsored Ads (IQ) | 0.0 | $3.2k | 600.00 | 5.30 | ||
Hasbro (HAS) | 0.0 | $3.2k | 52.00 | 61.04 | ||
Verizon Communications (VZ) | 0.0 | $3.0k | 77.00 | 39.21 | ||
Hp (HPQ) | 0.0 | $2.9k | 109.00 | 26.91 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $2.8k | 16.00 | 176.31 | ||
Qualtrics Intl Com Cl A (XM) | 0.0 | $2.8k | 265.00 | 10.38 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.7k | 40.00 | 67.45 | ||
Tesla Motors (TSLA) | 0.0 | $1.8k | 15.00 | 123.20 | ||
Huntington Ingalls Inds (HII) | 0.0 | $1.8k | 8.00 | 230.62 | ||
Spotify Technology S A SHS (SPOT) | 0.0 | $1.8k | 23.00 | 78.96 | ||
Hewlett Packard Enterprise (HPE) | 0.0 | $1.8k | 111.00 | 15.96 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.6k | 23.00 | 70.43 | ||
Draftkings Com Cl A (DKNG) | 0.0 | $1.1k | 100.00 | 11.39 | ||
Citigroup Com New (C) | 0.0 | $1.1k | 24.00 | 45.25 | ||
Etf Managers Tr Etfmg Altr Hrvst (MJ) | 0.0 | $886.995200 | 208.00 | 4.26 | ||
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $860.001000 | 30.00 | 28.67 | ||
Teladoc (TDOC) | 0.0 | $591.000000 | 25.00 | 23.64 | ||
Coinbase Global Com Cl A (COIN) | 0.0 | $531.000000 | 15.00 | 35.40 | ||
Organon & Co Common Stock (OGN) | 0.0 | $363.000300 | 13.00 | 27.92 | ||
Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.0 | $320.999400 | 18.00 | 17.83 | ||
Dxc Technology (DXC) | 0.0 | $215.000000 | 8.00 | 26.88 | ||
Peloton Interactive Cl A Com (PTON) | 0.0 | $159.000000 | 20.00 | 7.95 | ||
Umpqua Holdings Corporation (UMPQ) | 0.0 | $122.999800 | 7.00 | 17.57 | ||
Cel-sci Corp Com Par New (CVM) | 0.0 | $94.000000 | 40.00 | 2.35 | ||
Airbnb Com Cl A (ABNB) | 0.0 | $86.000000 | 1.00 | 86.00 | ||
Micro Focus Intl Spon Adr New (MFGP) | 0.0 | $68.999700 | 11.00 | 6.27 | ||
Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $52.000000 | 1.00 | 52.00 |
Past Filings by Bbjs Financial Advisors
SEC 13F filings are viewable for Bbjs Financial Advisors going back to 2022
- Bbjs Financial Advisors 2022 Q4 filed Feb. 24, 2023