Instuitional Investor - Bbjs Financial Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Bbjs Financial Advisors, Llc |
Portfolio Value | $280,387,963 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Atlassian Corporation | 380,426 | $60,415,454 | 21.55% | |
2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 146,802 | $26,301,055 | 9.38% | |
3. | VWO | 241,926 | $17,200,967 | 6.13% | |
4. | Vanguard Index Fds - SM CP VAL ETF | 82,989 | $16,662,516 | 5.94% | |
5. | IEF | 156,332 | $14,968,837 | 5.34% |