BBJS FINANCIAL ADVISORS, LLC
Q3 2024 13F Holdings
- Locationseattle, WA
- Num holdings
142
- Value ($000)
$280,388
- Date Filed10/15/2024
- Form type13F-HR
- CIK0001966040
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TEAM1EUR ATLASSIAN CORPORATION | CL A | 049468101 | $60.42M | 22 % | 380,426 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $26.30M | 9 % | 146,802 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $17.20M | 6 % | 241,926 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $16.66M | 6 % | 82,989 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $14.97M | 5 % | 156,332 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $14.33M | 5 % | 53,596 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $12.41M | 4 % | 216,188 | ||
VPL VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | $11.17M | 4 % | 142,429 | ||
VNQI VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | $8.62M | 3 % | 183,776 | ||
KRE SPDR SER TR | S&P METALS MNG | 78464A755 | $8.39M | 3 % | 131,660 |
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