156 is the total number of securities BBJS FINANCIAL ADVISORS, LLC has owned. The longest BBJS FINANCIAL ADVISORS, LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ATLASSIAN CORPORATION | 4 | 4 | 24.10% | 28.18% | 31.73% | Q4 2022 | Q3 2023 | 4 | |
VGK | VANGUARD INTL EQUITY I... | 4 | 4 | 5.73% | 6.29% | 6.98% | Q4 2022 | Q3 2023 | 4 |
VBK | VANGUARD INDEX FDS | 4 | 4 | 4.96% | 5.13% | 5.27% | Q4 2022 | Q3 2023 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 4.54% | 4.71% | 5.09% | Q4 2022 | Q3 2023 | 4 |
IVW | ISHARES TR | 4 | 4 | 4.24% | 4.61% | 5.01% | Q4 2022 | Q3 2023 | 4 |
VPL | VANGUARD INTL EQUITY I... | 4 | 4 | 4.11% | 4.39% | 4.66% | Q4 2022 | Q3 2023 | 4 |
IEMG | ISHARES INC | 4 | 4 | 3.83% | 3.93% | 4.05% | Q4 2022 | Q3 2023 | 4 |
VNQI | VANGUARD INTL EQUITY I... | 4 | 4 | 3.19% | 3.35% | 3.57% | Q4 2022 | Q3 2023 | 4 |
IVV | ISHARES TR | 4 | 4 | 2.66% | 3.06% | 3.43% | Q4 2022 | Q3 2023 | 4 |
IVE | ISHARES TR | 4 | 4 | 2.50% | 3.04% | 3.37% | Q4 2022 | Q3 2023 | 4 |
EEM | ISHARES TR | 4 | 4 | 2.58% | 2.86% | 3.10% | Q4 2022 | Q3 2023 | 4 |
VLUE | ISHARES TR | 4 | 4 | 2.19% | 2.55% | 3.12% | Q4 2022 | Q3 2023 | 4 |
VUSB | VANGUARD BD INDEX FDS | 4 | 4 | 1.56% | 2.03% | 2.32% | Q4 2022 | Q3 2023 | 4 |
ICLN | ISHARES TR | 4 | 4 | 1.82% | 1.99% | 2.24% | Q4 2022 | Q3 2023 | 4 |
XBI | SPDR SER TR | 4 | 4 | 1.58% | 1.67% | 1.77% | Q4 2022 | Q3 2023 | 4 |
FINX | GLOBAL X FDS | 4 | 4 | 1.32% | 1.63% | 1.83% | Q4 2022 | Q3 2023 | 4 |
XME | SPDR SER TR | 4 | 4 | 1.22% | 1.63% | 2.75% | Q4 2022 | Q3 2023 | 4 |
CIBR | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.03% | 1.23% | 1.72% | Q4 2022 | Q3 2023 | 4 |
IVOL | KRANESHARES TR | 4 | 4 | 0.02% | 1.19% | 1.80% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.77% | 0.90% | 0.99% | Q4 2022 | Q3 2023 | 4 |
QCLN | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.01% | 0.80% | 1.80% | Q4 2022 | Q3 2023 | 4 |
FCOM | FIDELITY COVINGTON TRUST | 4 | 4 | 0.01% | 0.79% | 1.67% | Q4 2022 | Q3 2023 | 4 |
RWX | SPDR INDEX SHS FDS | 4 | 4 | 0.59% | 0.73% | 0.87% | Q4 2022 | Q3 2023 | 4 |
VNQ | VANGUARD INDEX FDS | 4 | 4 | 0.56% | 0.69% | 0.79% | Q4 2022 | Q3 2023 | 4 |
DIS | DISNEY WALT CO | 4 | 4 | 0.07% | 0.69% | 1.02% | Q4 2022 | Q3 2023 | 4 |
SMH | VANECK ETF TRUST | 4 | 4 | 0.03% | 0.66% | 1.31% | Q4 2022 | Q3 2023 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.01% | 0.40% | 0.57% | Q4 2022 | Q3 2023 | 4 |
IAU | ISHARES GOLD TR | 4 | 4 | 0.00% | 0.36% | 1.42% | Q4 2022 | Q3 2023 | 4 |
AMT | AMERICAN TOWER CORP NEW | 4 | 4 | 0.21% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
PLD | PROLOGIS INC. | 4 | 4 | 0.19% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
EQIX | EQUINIX INC | 4 | 4 | 0.26% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
VICI | VICI PPTYS INC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SPG | SIMON PPTY GROUP INC NEW | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
VTR | VENTAS INC | 4 | 4 | 0.21% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
U | UNITY SOFTWARE INC | 4 | 4 | 0.22% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
PSA | PUBLIC STORAGE | 4 | 4 | 0.21% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
ESS | ESSEX PPTY TR INC | 4 | 4 | 0.18% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
DLR | DIGITAL RLTY TR INC | 4 | 4 | 0.01% | 0.22% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TWLO | TWILIO INC | 4 | 4 | 0.01% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
EEMV | ISHARES INC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
SPEU | SPDR INDEX SHS FDS | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
JPST | J P MORGAN EXCHANGE TR... | 4 | 4 | 0.01% | 0.15% | 0.30% | Q4 2022 | Q3 2023 | 4 |
SUSA | ISHARES TR | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WELL | WELLTOWER INC | 4 | 4 | 0.00% | 0.11% | 0.26% | Q4 2022 | Q3 2023 | 4 |
IBHE | ISHARES TR | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
IBHD | ISHARES TR | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VSGX | VANGUARD WORLD FD | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
IBHC | ISHARES TR | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
IBHG | ISHARES TR | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ESML | ISHARES TR | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FIRST TR EXCHNG TRADED... | 4 | 4 | 0.01% | 0.07% | 0.26% | Q4 2022 | Q3 2023 | 4 | |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
IPAC | ISHARES TR | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ESGE | ISHARES INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JEPI | J P MORGAN EXCHANGE TR... | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
QQQ | INVESCO QQQ TR | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES TR | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GLOBAL X FDS | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2022 | Q3 2023 | 4 | |
BGRN | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLOT | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GUNR | FLEXSHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EFA | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IWO | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FM | ISHARES INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IWN | ISHARES TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ITA | ISHARES TR | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VDE | VANGUARD WORLD FDS | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EXPD | EXPEDITORS INTL WASH INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IJR | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NET | CLOUDFLARE INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ETSY | ETSY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ICF | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ILF | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GXF | GLOBAL X FDS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AFK | VANECK ETF TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BMY | BRISTOL-MYERS SQUIBB CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KO | COCA COLA CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARES CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
SLV | ISHARES SILVER TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CI | THE CIGNA GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
F | FORD MTR CO DEL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VXF | VANGUARD INDEX FDS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BYND | BEYOND MEAT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IWM | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SNOW | SNOWFLAKE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
USB | US BANCORP DEL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TSLA | TESLA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HPQ | HP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IWR | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DRAFTKINGS INC NEW | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
SPOT | SPOTIFY TECHNOLOGY S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BND | VANGUARD BD INDEX FDS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VZ | VERIZON COMMUNICATIONS... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HII | HUNTINGTON INGALLS IND... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HPE | HEWLETT PACKARD ENTERP... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IJK | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COIN | COINBASE GLOBAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MJ | ETF MANAGERS TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CVM | CEL-SCI CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PTON | PELOTON INTERACTIVE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GDX | VANECK ETF TRUST | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DXC | DXC TECHNOLOGY CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
C | CITIGROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UNG | UNITED STS NAT GAS FD LP | 3 | 3 | 1.13% | 1.32% | 1.54% | Q1 2023 | Q3 2023 | 3 |
CCI | CROWN CASTLE INC | 3 | 3 | 0.26% | 0.33% | 0.37% | Q1 2023 | Q3 2023 | 3 |
ESRT | EMPIRE ST RLTY TR INC | 3 | 3 | 0.28% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
COLD | AMERICOLD REALTY TRUST... | 3 | 3 | 0.00% | 0.09% | 0.27% | Q4 2022 | Q2 2023 | 3 |
ELS | EQUITY LIFESTYLE PPTYS... | 3 | 3 | 0.00% | 0.07% | 0.22% | Q4 2022 | Q2 2023 | 3 |
SPY | SPDR S&P 500 ETF TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ACM | AECOM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
XLV | SELECT SECTOR SPDR TR | 2 | 2 | 1.65% | 1.69% | 1.73% | Q2 2023 | Q3 2023 | 2 |
XLU | SELECT SECTOR SPDR TR | 2 | 2 | 0.89% | 1.19% | 1.49% | Q2 2023 | Q3 2023 | 2 |
PINS | PINTEREST INC | 2 | 2 | 0.00% | 0.36% | 0.71% | Q4 2022 | Q1 2023 | 2 |
MLR | MILLER INDS INC TENN | 2 | 2 | 0.00% | 0.21% | 0.41% | Q4 2022 | Q1 2023 | 2 |
PCOR | PROCORE TECHNOLOGIES INC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
DOCU | DOCUSIGN INC | 2 | 2 | 0.00% | 0.14% | 0.28% | Q4 2022 | Q1 2023 | 2 |
SGEN | SEAGEN INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MRK | MERCK & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
T | AT&T INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NWL | NEWELL BRANDS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ASH | ASHLAND INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FCG | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IQ | IQIYI INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HAS | HASBRO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SHY | ISHARES TR | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2023 | Q3 2023 | 1 |
TLT | ISHARES TR | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
VPN | GLOBAL X FDS | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
AIQ | GLOBAL X FDS | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
NVDA | NVIDIA CORPORATION | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
CCC INTELLIGENT SOLUTI... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 | |
DJD | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MNA | INDEXIQ ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BCSF | BAIN CAP SPECIALTY FIN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TGT | TARGET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IJJ | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AAPL | APPLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUP | TRUPANION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XM | QUALTRICS INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MICRO FOCUS INTL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLB | COLUMBIA BKG SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XHB | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GOOS | CANADA GOOSE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OGN | ORGANON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ABNB | AIRBNB INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UMPQ | UMPQUA HLDGS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including ATLASSIAN CORPORATION, VANGUARD INTL EQUITY INDEX F, and VANGUARD INDEX FDS, are the highest-conviction holdings of BBJS FINANCIAL ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BBJS FINANCIAL ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BBJS FINANCIAL ADVISORS, LLC owns currently or has owned in the past.