BBJS Financial Advisors, LLC
- SEC CIK
- 0001966040
- 最新申報
- 2024/10/15
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/24 申報。只含多頭部位。
- 持股檔數
- 139
- 2022 年第 3 季沒有申報
- 總值
- $2.22 億
- 2022 年第 3 季沒有申報
BBJS Financial Advisors, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TEAMAtlassian Corp | CL A | 415,476 | $5,346 萬 | 24.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 279,447 | $1,549 萬 | 7.0% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 58,219 | $1,168 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 71,076 | $1,129 萬 | 5.1% | – | – | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 160,560 | $1,033 萬 | 4.7% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 160,667 | $939.9 萬 | 4.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 192,617 | $899.5 萬 | 4.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 191,764 | $792.8 萬 | 3.6% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 76,047 | $693.1 萬 | 3.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 181,597 | $688.3 萬 | 3.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 45,472 | $659.7 萬 | 3.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 16,401 | $630.1 萬 | 2.8% | – | – | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 122,532 | $610.3 萬 | 2.8% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 95,147 | $466.2 萬 | 2.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 221,289 | $439.3 萬 | 2.0% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 84,382 | $398.2 萬 | 1.8% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 46,565 | $386.5 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 91,831 | $355.5 萬 | 1.6% | – | – | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 104,121 | $323.4 萬 | 1.5% | – | – | – |
| IAUiShares Gold Trust | ETF | 90,810 | $314.1 萬 | 1.4% | – | – | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 152,063 | $292.7 萬 | 1.3% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 14,354 | $291.3 萬 | 1.3% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 126,586 | $286.2 萬 | 1.3% | – | – | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 72,260 | $193.4 萬 | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 19,325 | $170.5 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 18,856 | $163.8 萬 | 0.7% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 65,101 | $158.1 萬 | 0.7% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 17,635 | $125.6 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,376 | $124.3 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 15,032 | $124.0 萬 | 0.6% | – | – | – |
| MLRMiller Industries Inc | COM NEW | 34,023 | $90.7 萬 | 0.4% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,200 | $66.2 萬 | 0.3% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 11,162 | $61.9 萬 | 0.3% | – | – | 歷史 |
| COLDAmericold Realty Trust | COM | 21,371 | $60.5 萬 | 0.3% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 17,944 | $58.1 萬 | 0.3% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 881 | $57.7 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 173,894 | $57.2 萬 | 0.3% | – | – | – |
| UUnity Software Inc. | COM | 18,400 | $52.6 萬 | 0.2% | – | – | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,342 | $51.0 萬 | 0.2% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 4,939 | $49.5 萬 | 0.2% | – | – | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 7,531 | $48.7 萬 | 0.2% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 10,526 | $47.4 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,233 | $47.3 萬 | 0.2% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 9,589 | $46.9 萬 | 0.2% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,658 | $46.5 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 8,652 | $45.9 萬 | 0.2% | – | – | – |
| WELLWelltower Inc. | REIT | 6,681 | $43.8 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 12,317 | $42.7 萬 | 0.2% | – | – | – |
| PLDPrologis, Inc. | REIT | 3,720 | $41.9 萬 | 0.2% | – | – | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 1,881 | $39.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 3,122 | $25.7 萬 | 0.1% | – | – | – |
| iShares Tr46435U150 | IBONDS 23 TRM HG | 10,700 | $25.1 萬 | 0.1% | – | – | – |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 10,672 | $24.0 萬 | 0.1% | – | – | – |
| iShares Tr46435U184 | IBONDS 24 TRM HG | 10,300 | $23.4 萬 | 0.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 4,678 | $23.0 萬 | 0.1% | – | – | – |
| iShares Ibonds 2027 Term High Yield and Income ETF46436E478 | ETF | 10,300 | $22.0 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 1,900 | $21.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 6,186 | $20.3 萬 | 0.1% | – | – | – |
| Global X FDS37960A735 | GBL X BLOCKCHAIN | 13,042 | $16.8 萬 | 0.1% | – | – | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,721 | $14.6 萬 | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 4,490 | $13.5 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 433 | $13.4 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 358 | $7.67 萬 | <0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,400 | $7.63 萬 | <0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,720 | $6.70 萬 | <0.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 568 | $6.36 萬 | <0.1% | – | – | – |
| iShares Inc464286145 | MSCI FRONTIER | 2,375 | $6.05 萬 | <0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 685 | $5.75 萬 | <0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 207 | $5.51 萬 | <0.1% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 439 | $5.32 萬 | <0.1% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 1,182 | $5.14 萬 | <0.1% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 1,100 | $5.06 萬 | <0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 994 | $5.00 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 542 | $4.81 萬 | <0.1% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 446 | $4.63 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 678 | $4.45 萬 | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 500 | $4.40 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 205 | $4.40 萬 | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 310 | $4.30 萬 | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 298 | $2.82 萬 | <0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 50 | $2.73 萬 | <0.1% | – | – | 歷史 |
| ETSYEtsy Inc | COM | 200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 52 | $2.37 萬 | <0.1% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 430 | $2.36 萬 | <0.1% | – | – | – |
| NETCloudflare, Inc. | CL A COM | 500 | $2.26 萬 | <0.1% | – | – | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 585 | $1.86 萬 | <0.1% | – | – | – |
| Global X FDS37950E101 | FTSE NORDIC REG | 723 | $1.85 萬 | <0.1% | – | – | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 765 | $1.75 萬 | <0.1% | – | – | – |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 1,300 | $1.55 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 40 | $1.53 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 130 | $1.44 萬 | <0.1% | – | – | 歷史 |
| VanEck Vectors ETF Tr92189F866 | AFRICA INDEX ETF | 881 | $1.41 萬 | <0.1% | – | – | – |
| SGENSeagen Inc. | COM | 100 | $1.29 萬 | <0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 51 | $1.21 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 571 | $1.05 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 127 | $9,143 | <0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 61 | $9,091 | <0.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 60 | $7,972 | <0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 163 | $7,731 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 120 | $7,633 | <0.1% | – | – | 歷史 |