BBJS FINANCIAL ADVISORS, LLC

Q3 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    142

  • Value ($000)

    $280,388

  • Date Filed
    10/15/2024
  • Form type
    13F-HR
  • CIK
    0001966040
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TEAM1EUR

ATLASSIAN CORPORATION

CL A
049468101
$60.42M
22 %

380,426

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$26.30M
9 %

146,802

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$17.20M
6 %

241,926

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$16.66M
6 %

82,989

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$14.97M
5 %

156,332

V
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
922908595
$14.33M
5 %

53,596

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$12.41M
4 %

216,188

V
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
922042866
$11.17M
4 %

142,429

V
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
922042676
$8.62M
3 %

183,776

K
KRE

SPDR SER TR

S&P METALS MNG
78464A755
$8.39M
3 %

131,660

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