Bbjs Financial Advisors

Latest statistics and disclosures from Bbjs Financial Advisors's latest quarterly 13F-HR filing:

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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 127 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Atlassian Corporation Cl A (TEAM) 31.7 $84M 416k 201.51
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.7 $15M +4% 261k 57.93
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.0 $13M +6% 61k 214.18
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.5 $12M +7% 75k 159.49
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Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $12M -4% 169k 68.42
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 4.1 $11M +2% 162k 66.88
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Ishares Core Msci Emkt (IEMG) 3.9 $10M +8% 217k 47.59
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 3.2 $8.5M +3% 219k 38.93
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Ishares Tr Core S&p500 Etf (IVV) 2.7 $7.0M -15% 16k 429.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $6.8M 179k 37.95
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Ishares Tr S&p 500 Val Etf (IVE) 2.5 $6.6M -17% 43k 153.84
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Ishares Tr 1 3 Yr Treas Bd (SHY) 2.3 $6.1M NEW 76k 80.97
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Ishares Tr Msci Usa Value (VLUE) 2.2 $5.8M -2% 64k 90.72
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $5.2M NEW 58k 88.69
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Ishares Tr Gl Clean Ene Etf (ICLN) 1.9 $5.0M +13% 345k 14.62
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Global X Fds Fintech Etf (FINX) 1.7 $4.5M +6% 221k 20.14
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $4.4M +4% 34k 128.74
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Spdr Ser Tr S&p Biotech (XBI) 1.6 $4.2M +9% 58k 73.02
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $4.1M -22% 84k 49.19
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.5 $3.9M +96% 67k 58.93
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United Sts Nat Gas Unit Par (UNG) 1.3 $3.4M -3% 499k 6.83
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Global X Fds Data Ctr Reits (VPN) 1.2 $3.2M NEW 254k 12.72
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Spdr Ser Tr S&p Metals Mng (XME) 1.2 $3.2M 62k 52.50
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Global X Fds Artificial Etf (AIQ) 1.0 $2.7M NEW 101k 26.91
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.5M -5% 19k 130.86
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $2.0M +9% 26k 75.66
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.6 $1.6M 66k 23.78
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NVIDIA Corporation (NVDA) 0.5 $1.3M NEW 3.0k 434.99
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Ccc Intelligent Solutions Holdings (CCCS) 0.4 $1.0M NEW 75k 13.35
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Crown Castle Intl (CCI) 0.3 $906k +21% 9.8k 92.03
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Empire St Rlty Tr Cl A (ESRT) 0.3 $901k 112k 8.04
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American Tower Reit (AMT) 0.3 $893k +13% 5.4k 164.44
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Prologis (PLD) 0.3 $809k 7.2k 112.21
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Ventas (VTR) 0.3 $767k +17% 18k 42.13
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Essex Property Trust (ESS) 0.3 $732k +10% 3.5k 212.08
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Simon Property (SPG) 0.3 $695k 6.4k 108.03
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Equinix (EQIX) 0.3 $686k 944.00 726.22
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Vici Pptys (VICI) 0.3 $663k +3% 23k 29.10
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Public Storage (PSA) 0.2 $657k 2.5k 263.53
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Unity Software (U) 0.2 $578k 18k 31.39
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Procore Technologies (PCOR) 0.2 $431k -13% 6.6k 65.32
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $328k -12% 6.2k 53.35
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Microsoft Corporation (MSFT) 0.1 $327k +2777% 1.0k 315.61
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Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.1 $310k -14% 8.6k 36.11
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Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) 0.1 $277k NEW 6.7k 41.35
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $274k -11% 3.0k 89.96
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $247k 11k 22.93
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.1 $239k 10k 23.20
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $229k 4.5k 50.44
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Exxon Mobil Corporation (XOM) 0.1 $223k 1.9k 117.58
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Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $222k 10k 21.53
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Ishares Tr Esg Aware Msci (ESML) 0.1 $206k 6.1k 33.65
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Walt Disney Company (DIS) 0.1 $191k -91% 2.4k 81.04
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Ishares Tr Ibonds 23 Trm Hg (IBHC) 0.1 $182k -20% 7.7k 23.64
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $175k 500.00 350.30
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $165k +280% 1.9k 86.74
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Ishares Tr Core Msci Pac (IPAC) 0.1 $153k 2.7k 55.60
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Ishares Esg Awr Msci Em (ESGE) 0.1 $139k +6% 4.6k 30.28
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $114k +16% 2.1k 53.56
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $91k 627.00 145.05
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $83k -6% 232.00 358.66
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $73k -98% 1.6k 45.43
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Alphabet Cap Stk Cl C (GOOG) 0.0 $71k 542.00 131.76
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $67k 1.7k 39.21
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Amazon (AMZN) 0.0 $61k 480.00 127.12
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $52k -35% 194.00 265.99
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.0 $51k -98% 2.5k 20.56
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $51k 994.00 50.87
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $50k 1.1k 45.13
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Flexshares Tr Mornstar Upstr (GUNR) 0.0 $48k 1.2k 40.44
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $47k 678.00 68.92
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $46k 205.00 224.15
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $42k 310.00 135.55
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Ishares Frontier And Sel (FM) 0.0 $39k 1.5k 25.92
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Cloudflare Cl A Com (NET) 0.0 $32k 500.00 63.04
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Vanguard World Fds Energy Etf (VDE) 0.0 $29k -21% 225.00 126.74
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $28k 298.00 94.43
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $26k -48% 524.00 50.18
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Etsy (ETSY) 0.0 $26k +33% 400.00 64.58
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Expeditors International of Washington (EXPD) 0.0 $25k 221.00 114.64
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $25k -96% 590.00 42.66
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Digital Realty Trust (DLR) 0.0 $23k -97% 189.00 121.02
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $23k -26% 215.00 105.97
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Northrop Grumman Corporation (NOC) 0.0 $22k 50.00 440.20
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $22k 430.00 50.16
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Paypal Holdings (PYPL) 0.0 $21k -97% 359.00 58.52
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Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $20k 766.00 25.54
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First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.0 $19k 3.8k 4.94
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $18k -5% 459.00 39.70
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Global X Fds Msci Norway Etf (NORW) 0.0 $18k 731.00 24.55
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AECOM Technology Corporation (ACM) 0.0 $16k 194.00 82.96
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Twilio Cl A (TWLO) 0.0 $14k -97% 236.00 58.45
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Vaneck Etf Trust Africa Index Etf (AFK) 0.0 $12k 881.00 14.11
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Global X Fds Gbl X Blockchain (BKCH) 0.0 $8.3k 355.00 23.30
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Bristol Myers Squibb (BMY) 0.0 $7.6k 130.00 58.21
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Ares Capital Corp Note 4.625% 3/0 0.0 $7.1k 7.0k 1.02
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Ishares Gold Tr Ishares New (IAU) 0.0 $7.0k 200.00 34.99
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Costco Wholesale Corporation (COST) 0.0 $6.8k 12.00 565.00
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Coca-Cola Company (KO) 0.0 $6.7k 120.00 55.98
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $6.4k +38% 36.00 177.97
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Ishares Silver Tr Ishares (SLV) 0.0 $6.1k 300.00 20.34
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Ford Motor Company (F) 0.0 $5.5k 440.00 12.42
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Cigna Corp (CI) 0.0 $4.9k 17.00 286.12
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Newell Rubbermaid (NWL) 0.0 $4.5k -61% 500.00 9.03
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Tesla Motors (TSLA) 0.0 $3.8k 15.00 250.27
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $3.6k 25.00 143.36
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Spotify Technology S A SHS (SPOT) 0.0 $3.6k 23.00 154.65
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Snowflake Cl A (SNOW) 0.0 $3.5k 23.00 152.78
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Us Bancorp Del Com New (USB) 0.0 $3.3k 100.00 33.06
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Beyond Meat (BYND) 0.0 $2.9k 300.00 9.62
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Hp (HPQ) 0.0 $2.9k 112.00 25.73
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.8k 40.00 69.25
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Verizon Communications (VZ) 0.0 $2.5k 77.00 32.26
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Hewlett Packard Enterprise (HPE) 0.0 $2.0k 113.00 17.43
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Huntington Ingalls Inds (HII) 0.0 $1.6k 8.00 204.62
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.6k 23.00 68.91
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Draftkings Com Cl A (DKNG) 0.0 $1.5k -50% 50.00 29.44
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Coinbase Global Com Cl A (COIN) 0.0 $1.1k 15.00 75.13
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Citigroup Com New (C) 0.0 $988.000800 24.00 41.17
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $807.999000 30.00 26.93
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Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $773.990800 212.00 3.65
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Welltower Inc Com reit (WELL) 0.0 $230.000100 -25% 3.00 76.67
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Dxc Technology (DXC) 0.0 $169.000000 8.00 21.12
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Peloton Interactive Cl A Com (PTON) 0.0 $101.000000 20.00 5.05
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Cel-sci Corp Com Par New (CVM) 0.0 $50.000000 40.00 1.25
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First Tr Exchange-traded Nat Gas Etf (FCG) 0.0 $20.000000 -99% 1.00 20.00
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $0 0 0.00
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Past Filings by Bbjs Financial Advisors

SEC 13F filings are viewable for Bbjs Financial Advisors going back to 2022