SEC Form 13F

BBJS FINANCIAL ADVISORS, LLC 13F Holdings

Inspect BBJS FINANCIAL ADVISORS, LLC's 2024-09-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2024-10-16T03:59:59.999Z

Report period
2024-09-30
Publicly available
2024-10-16
Reported value
$280,387,963
Positions
142

Read this manager's filing book

Step 1 of 3

Disclosed positions

BBJS FINANCIAL ADVISORS, LLC: source evidence dated 2024-10-16T03:59:59.999Z.

Issuer
ATLASSIAN CORPORATION
Ticker
TEAM
Class
CL A
Reported value
$60,415,454
Reported amount
380,426
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001966040-24-000005
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Scroll sideways to compare all columns. Select a heading to sort.

ATLASSIAN CORPORATIONTEAMCL A$60,415,454380,426SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$26,301,055146,802SHNone
VANGUARD INTL EQUITY INDEX FVGKFTSE EUROPE ETF$17,200,967241,926SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$16,662,51682,989SHNone
ISHARES TRIVWS&P 500 GRWT ETF$14,968,837156,332SHNone
VANGUARD INDEX FDSVBKSML CP GRW ETF$14,329,90953,596SHNone
ISHARES INCIEMGCORE MSCI EMKT$12,411,346216,188SHNone
VANGUARD INTL EQUITY INDEX FVPLFTSE PACIFIC ETF$11,165,023142,429SHNone
VANGUARD INTL EQUITY INDEX FVNQIGLB EX US ETF$8,620,910183,776SHNone
SPDR SER TRXMES&P METALS MNG$8,389,400131,660SHNone
ISHARES TRSHY1 3 YR TREAS BD$8,196,10998,570SHNone
ISHARES TRIVES&P 500 VAL ETF$7,065,32135,834SHNone
ISHARES TRIVVCORE S&P500 ETF$6,188,98210,729SHNone
ISHARES TRVLUEMSCI USA VALUE$6,116,56356,095SHNone
NVIDIA CORPORATIONNVDACOM$5,849,03748,164SHNone
ISHARES TREEMMSCI EMG MKT ETF$5,741,996125,207SHNone
SPDR SER TRXBIS&P BIOTECH$5,121,73051,839SHNone
SELECT SECTOR SPDR TRXLUSBI INT-UTILS$4,874,36860,341SHNone
SELECT SECTOR SPDR TRXLVSBI HEALTHCARE$4,743,02430,795SHNone
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$4,285,05188,070SHNone
GLOBAL X FDSDTCRDATA CTR & DIGIT$4,107,920233,140SHNone
MICROSOFT CORPMSFTCOM$3,359,4767,807SHNone
ISHARES TRTLT20 YR TR BD ETF$2,939,60029,965SHNone
BWX TECHNOLOGIES INCBWXTCOM$2,831,80026,052SHNone
SSGA ACTIVE ETF TRSRLNBLACKSTONE SENR$2,310,62355,331SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$1,769,81418,167SHNone
VENTAS INCVTRCOM$984,11615,346SHNone
CROWN CASTLE INCCCICOM$946,2067,976SHNone
AMERICAN TOWER CORP NEWAMTCOM$938,2404,034SHNone
PROLOGIS INC.PLDCOM$865,0926,851SHNone
CCC INTELLIGENT SOLUTIONS HLCCCSCOM$773,50070,000SHNone
EMPIRE ST RLTY TR INCESRTCL A$752,79767,942SHNone
ESSEX PPTY TR INCESSCOM$698,6372,365SHNone
ALEXANDRIA REAL ESTATE EQ INARECOM$630,3395,308SHNone
UNITY SOFTWARE INCUCOM$416,20818,400SHNone
ISHARES TRSUSAMSCI USA ESG SLC$414,8013,446SHNone
SPDR INDEX SHS FDSSPEUPORTFLO EURP ETF$341,6067,690SHNone
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$324,8336,354SHNone
VICI PPTYS INCVICICOM$300,4909,021SHNone
PUBLIC STORAGE OPER COPSACOM$290,634799SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$289,964630SHNone
ISHARES TRESMLESG AWARE MSCI$286,7726,857SHNone
ISHARES INCEEMVMSCI EMERG MRKT$254,8644,065SHNone
ISHARES TRIBHDIBONDS 24 TRM HG$240,43710,324SHNone
ISHARES TRIBHEIBONDS 25 TRM HG$235,61310,112SHNone
VANGUARD WORLD FDVSGXESG INTL STK ETF$233,8223,801SHNone
EXXON MOBIL CORPXOMCOM$222,7181,900SHNone
ISHARES TRIBHGIBONDS 2027 TERM$222,3099,837SHNone
COSTCO WHSL CORP NEWCOSTCOM$211,147238SHNone
ELI LILLY & COLLYCOM$190,478215SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.