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Home > Institutional Investor > Bbjs Financial Advisors, Llc > Profile

Instuitional Investor - Bbjs Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bbjs Financial Advisors, Llc
Portfolio Value $287,920,909
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 402,426 $95,721,049 33.24%
2.
Vanguard Intl Equity Index Funds
 VWO 259,900 $16,758,381 5.82%
3.
Vanguard Index Fds
 62,614 $15,138,286 5.25%
4.
Vanguard Index Fds
 77,888 $14,017,581 4.86%
5.
Ishares Trust
 IEF 167,534 $12,581,797 4.36%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)