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BBJS FINANCIAL ADVISORS, LLC

13F
BBJS FINANCIAL ADVISORS, LLC
Last update 2024-10-15 142 Stocks (3 new)
Value $280.00 Mil Turnover 6 %
Countries:
BBJS FINANCIAL ADVISORS, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TEAM
Atlassian Corp
380,426
60,415.4
0%
21.550
0%
0.150
+19.32%
-9.87%
57,583.3
Software
RSP
Invesco S&P 500 Equal Weight ETF
146,802
26,301.1
+6.52%
9.380
+0.57%
0.040
+20.91%
+6.03%
72,901.6
 
VGK
Vanguard FTSE Europe ETF
241,926
17,201.0
+0.12%
6.130
+0.01%
0.080
+26.07%
+25.11%
25,395.4
 
VBR
Vanguard Small Cap Value ETF
82,989
16,662.5
+0.05%
5.940
0%
0.060
+23.66%
+2.23%
28,400.2
 
IVW
iShares S&P 500 Growth ETF
156,332
14,968.8
+0.03%
5.340
0%
0.030
+32.62%
+8.49%
60,530.3
 
VBK
Vanguard Small Cap Growth ETF
53,596
14,329.9
-15.83%
5.110
-0.94%
0.080
+27.48%
+0.19%
17,908.6
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
216,188
12,411.4
-0.18%
4.430
-0.01%
0.010
+27.39%
+16.46%
95,747.7
 
VPL
Vanguard FTSE Pacific ETF
142,429
11,165.0
+0.05%
3.980
0%
0.150
+25.20%
+15.26%
7,619.8
 
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
183,776
8,620.9
-1.10%
3.070
-0.03%
0.240
+21.23%
+15.75%
3,163.7
 
XME
SPDR Metals & Mining ETF
131,660
8,389.4
-24.64%
2.990
-0.95%
0.470
+40.98%
+21.23%
1,931.7
 

BBJS FINANCIAL ADVISORS, LLC's Historical Top Holdings Breakdowns

BBJS FINANCIAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AIQ
GLOBAL X FDS
2024-09-30
Reduce
Reduce
-1.17%
31.85 ($35.12) 37.32
$43.68
24.37%
Reduce -99.15%
753
-88,186
MSFT
Microsoft Corp
2024-09-30
Add
Add
+1.14%
395.15 ($427.47) 467.56
$496.62
16.18%
Add 1959.89%
7,807
7,428
FTXG
FIRST TR ETF VI
2024-09-30
Reduce
Reduce
-1.08%
23.2 ($24.79) 25.96
$22.46
-9.40%
Reduce -99.75%
303
-123,369
TLT
iShares 20+ Year Treasury Bond ETF
2024-09-30
Add
Add
+1.01%
89.91 ($96.43) 101.33
$86.02
-10.80%
Add 2887.54%
29,965
28,962
BWXT
BWX Technologies Inc
2024-09-30
Add
Add
+1.00%
92.38 ($99.33) 108.7
$137.37
38.30%
Add 12305.71%
26,052
25,842
NVDA
NVIDIA Corp
2024-09-30
Add
Add
+0.98%
98.91 ($118.12) 134.91
$160.00
35.46%
Add 88.51%
48,164
22,614
XME
SPDR Metals & Mining ETF
2024-09-30
Reduce
Reduce
-0.95%
54.2 ($59.88) 65.22
$68.62
14.60%
Reduce -24.64%
131,660
-43,042
VBK
Vanguard Small Cap Growth ETF
2024-09-30
Reduce
Reduce
-0.94%
240.48 ($256.23) 267.94
$279.72
9.17%
Reduce -15.83%
53,596
-10,079
SRLN
SPDR Blackstone Senior Loan ETF
2024-09-30
New Buy
New Buy
+0.82%
40.93 ($41.62) 41.85
$41.40
-0.53%
New holding
55,331
55,331
RSP
Invesco S&P 500 Equal Weight ETF
2024-09-30
Add
Add
+0.57%
162.83 ($170.84) 179.16
$184.16
7.80%
Add 6.52%
146,802
8,987

BBJS FINANCIAL ADVISORS, LLC Total Holding History ($B)

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BBJS FINANCIAL ADVISORS, LLC's Asset Allocation

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BBJS FINANCIAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BBJS FINANCIAL ADVISORS, LLC's Hypothetical Growth since 2024-09-30

BBJS FINANCIAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BBJS FINANCIAL ADVISORS, LLC's Holdings Heat Map

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