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Bbjs Financial Advisors

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

Top 5 stock holdings are TEAM, VGK, VBK, VBR, IVW, and represent 53.56% of Bbjs Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP, IEMG, SHY, United States Natural Gas Fund, Lp etf, VNQI, VBR, VBK, VPN, ICLN, KMB.
Started 8 new stock positions in RSP, SLGN, KMB, CPB, MP, TER, BROS, HSY.
Reduced shares in these 10 stocks: TLT (-$5.6M), TEAM, GOOGL, VUSB, FINX, SPG, XBI, IVV, MSFT, EEM.
Sold out of its positions in GOOG, GOOGL, NET, COIN, Etf Managers Tr tierra xp latin, ETSY, FCG, IJK, Ishares Tr ibonds 23 trm hg.
Bbjs Financial Advisors was a net seller of stock by $-9.1M.
Bbjs Financial Advisors has $288M in assets under management (AUM), dropping by 9.12%.
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 126 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Atlassian Corporation Cl A (TEAM)	33.2	$96M	-3%	402k	237.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	5.8	$17M		260k	64.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.3	$15M	+2%	63k	241.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.9	$14M	+3%	78k	179.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.4	$13M		168k	75.10	View chart
Ishares Core Msci Emkt (IEMG)	4.2	$12M	+9%	237k	50.58	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.1	$12M		163k	72.03	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	3.5	$10M	+8%	237k	42.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$7.4M	-5%	15k	477.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.6	$7.4M		42k	173.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	2.5	$7.2M	+15%	88k	82.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.4	$7.0M	-2%	174k	40.21	View chart
Ishares Tr Msci Usa Value (VLUE)	2.3	$6.5M		65k	101.16	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	2.0	$5.6M	+5%	363k	15.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$4.7M		35k	136.38	View chart
Spdr Ser Tr S&p Biotech (XBI)	1.6	$4.5M	-12%	51k	89.29	View chart
Global X Fds Fintech Etf (FINX)	1.5	$4.5M	-21%	174k	25.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.4	$4.1M	-3%	65k	63.33	View chart
Global X Fds Data Ctr Reits (VPN)	1.4	$4.1M	+8%	277k	14.66	View chart
Spdr Ser Tr S&p Metals Mng (XME)	1.3	$3.8M	+4%	64k	59.83	View chart
United Sts Nat Gas Unit Par	1.2	$3.5M	+36%	684k	5.07	View chart
Global X Fds Artificial Etf (AIQ)	1.1	$3.1M	-2%	99k	31.18	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.9	$2.7M	-34%	55k	49.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$2.5M	NEW	16k	157.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.2M	-3%	25k	88.36	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.6	$1.8M		66k	27.29	View chart
NVIDIA Corporation (NVDA)	0.5	$1.5M		3.0k	495.22	View chart
American Tower Reit (AMT)	0.4	$1.1M	-3%	5.3k	215.87	View chart
Crown Castle Intl (CCI)	0.4	$1.0M	-8%	9.0k	115.19	View chart
Prologis (PLD)	0.3	$1.0M	+4%	7.5k	133.31	View chart
Empire St Rlty Tr Cl A (ESRT)	0.3	$976k	-10%	101k	9.69	View chart
Ventas (VTR)	0.3	$960k	+5%	19k	49.84	View chart
Public Storage (PSA)	0.3	$883k	+16%	2.9k	305.04	View chart
Essex Property Trust (ESS)	0.3	$878k	+2%	3.5k	247.94	View chart
Vici Pptys (VICI)	0.3	$859k	+18%	27k	31.88	View chart
Ccc Intelligent Solutions Holdings (CCCS)	0.3	$797k	-6%	70k	11.39	View chart
Equinix (EQIX)	0.3	$775k		962.00	805.67	View chart
Unity Software (U)	0.3	$752k		18k	40.89	View chart
Procore Technologies (PCOR)	0.2	$457k		6.6k	69.22	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.1	$347k		8.6k	40.32	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$344k		6.2k	55.59	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$328k	+7%	3.3k	100.50	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$254k	+8%	6.7k	38.01	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$253k		4.6k	55.28	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$249k		11k	23.10	View chart
Kimberly-Clark Corporation (KMB)	0.1	$240k	NEW	2.0k	121.51	View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD)	0.1	$239k		10k	23.21	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$230k	-25%	5.0k	46.02	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$229k		10k	22.21	View chart
Simon Property (SPG)	0.1	$200k	-78%	1.4k	142.64	View chart
Exxon Mobil Corporation (XOM)	0.1	$190k		1.9k	99.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$180k	-96%	1.8k	98.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$178k		500.00	356.66	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$166k		2.8k	59.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$150k	+28%	2.7k	54.98	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$150k		4.7k	32.06	View chart
Walt Disney Company (DIS)	0.0	$103k	-51%	1.1k	90.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$94k	-14%	537.00	174.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$85k	-10%	208.00	409.48	View chart
Amazon (AMZN)	0.0	$73k		480.00	151.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$71k		1.7k	41.10	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$64k	+158%	1.5k	42.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$59k		194.00	303.17	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$52k		1.1k	47.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$52k	+96%	1.0k	50.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$52k		205.00	252.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$51k		678.00	75.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$50k		994.00	50.60	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$48k		1.2k	40.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$48k		310.00	155.33	View chart
Microsoft Corporation (MSFT)	0.0	$44k	-88%	116.00	375.24	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$41k	-53%	755.00	53.84	View chart
Ishares Frontier And Sel (FM)	0.0	$39k		1.5k	26.30	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$39k	-73%	500.00	77.51	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.0	$37k		3.8k	9.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$32k		299.00	108.07	View chart
Expeditors International of Washington (EXPD)	0.0	$28k		221.00	127.21	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$25k		430.00	58.73	View chart
Northrop Grumman Corporation (NOC)	0.0	$23k		50.00	468.14	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$22k		767.00	29.07	View chart
Global X Fds Msci Norway Etf (NORW)	0.0	$19k		731.00	25.46	View chart
AECOM Technology Corporation (ACM)	0.0	$18k		194.00	92.55	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$16k		355.00	46.24	View chart
Hershey Company (HSY)	0.0	$16k	NEW	85.00	186.45	View chart
Campbell Soup Company (CPB)	0.0	$15k	NEW	350.00	43.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$15k	-46%	115.00	126.60	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.0	$12k		882.00	13.81	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$11k	-44%	257.00	44.53	View chart
Teradyne (TER)	0.0	$8.7k	NEW	80.00	108.64	View chart
Paypal Holdings (PYPL)	0.0	$8.2k	-62%	134.00	61.41	View chart
Costco Wholesale Corporation (COST)	0.0	$7.9k		12.00	660.08	View chart
Digital Realty Trust (DLR)	0.0	$7.8k	-69%	58.00	134.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$7.8k		200.00	39.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$7.3k	+2%	37.00	198.08	View chart
Ares Capital Corp Note 4.625% 3/0	0.0	$7.3k		7.0k	1.04	View chart
Coca-Cola Company (KO)	0.0	$7.1k		120.00	58.93	View chart
Bristol Myers Squibb (BMY)	0.0	$6.8k		132.00	51.24	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$6.5k		300.00	21.78	View chart
Silgan Holdings (SLGN)	0.0	$5.7k	NEW	125.00	45.26	View chart
Ford Motor Company (F)	0.0	$5.4k		440.00	12.19	View chart
Cigna Corp (CI)	0.0	$5.1k		17.00	299.47	View chart
Mp Materials Corp Com Cl A (MP)	0.0	$5.0k	NEW	250.00	19.85	View chart
Vanguard World Fds Energy Etf (VDE)	0.0	$4.7k	-82%	40.00	117.30	View chart
Snowflake Cl A (SNOW)	0.0	$4.6k		23.00	199.00	View chart
Us Bancorp Del Com New (USB)	0.0	$4.3k		100.00	43.28	View chart
Spotify Technology S A SHS (SPOT)	0.0	$4.3k		23.00	187.91	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.0	$4.2k	-91%	203.00	20.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$4.1k		25.00	164.44	View chart
Tesla Motors (TSLA)	0.0	$3.7k		15.00	248.53	View chart
Newell Rubbermaid (NWL)	0.0	$3.5k	-20%	400.00	8.68	View chart
Hp (HPQ)	0.0	$3.4k		113.00	30.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$3.1k		40.00	77.75	View chart
Verizon Communications (VZ)	0.0	$2.9k		77.00	37.52	View chart
Beyond Meat (BYND)	0.0	$2.7k		300.00	8.90	View chart
Huntington Ingalls Inds (HII)	0.0	$2.1k		8.00	259.75	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.9k		114.00	17.01	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$1.8k	+1400%	300.00	6.09	View chart
Draftkings Com Cl A (DKNG)	0.0	$1.8k		50.00	35.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.7k		23.00	72.91	View chart
Dutch Bros Cl A (BROS)	0.0	$1.6k	NEW	50.00	31.68	View chart
Citigroup Com New (C)	0.0	$1.2k		24.00	51.46	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$930.999000		30.00	31.03	View chart
Twilio Cl A (TWLO)	0.0	$380.000000	-97%	5.00	76.00	View chart
Dxc Technology (DXC)	0.0	$186.000000		8.00	23.25	View chart
Welltower Inc Com reit (WELL)	0.0	$132.000000	-66%	1.00	132.00	View chart
Cel-sci Corp Com Par New (CVM)	0.0	$109.000000		40.00	2.73	View chart

Past Filings by Bbjs Financial Advisors

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

Bbjs Financial Advisors 2023 Q4 filed Feb. 28, 2024
Bbjs Financial Advisors 2023 Q3 filed Nov. 9, 2023
Bbjs Financial Advisors 2023 Q2 filed Aug. 3, 2023
Bbjs Financial Advisors 2023 Q1 filed May 16, 2023
Bbjs Financial Advisors 2022 Q4 filed Feb. 24, 2023

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