Bbjs Financial Advisors, LLC
CIK Number: 0001966040
280.39M
Market Value
133
# of Holdings
5 months
Avg. Holding Period
68.48%
Win Rate
28.68%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TEAM | Atlassian Corpo... | 273.50 | -0.26% | 380.43K | 0.00% | 60.42M | 128.68 | 21.55% |
| 2 | RSP | Invesco Exchang... | 175.30 | -1.66% | 146.8K | +6.52% | 26.3M | 164.92 | 9.38% |
| 3 | VGK | Vanguard Intl E... | 71.25 | +0.15% | 241.93K | +0.12% | 17.2M | 55.56 | 6.13% |
| 4 | VBR | Vanguard Index ... | 190.10 | -1.81% | 82.99K | +0.05% | 16.66M | 162.67 | 5.94% |
| 5 | IVW | Ishares Tr | 97.72 | -0.89% | 156.33K | +0.03% | 14.97M | 59.22 | 5.34% |
| 6 | VBK | Vanguard Index ... | 263.38 | -0.91% | 53.6K | -15.83% | 14.33M | 205.52 | 5.11% |
| 7 | IEMG | Ishares Inc | 53.40 | +0.74% | 216.19K | -0.18% | 12.41M | 47.18 | 4.43% |
| 8 | VPL | Vanguard Intl E... | 73.17 | -0.39% | 142.43K | +0.05% | 11.17M | 64.45 | 3.98% |
| 9 | VNQI | Vanguard Intl E... | 40.58 | +0.27% | 183.78K | -1.1% | 8.62M | 41.41 | 3.07% |
| 10 | XME | Spdr Ser Tr | 55.56 | -1.16% | 131.66K | -24.64% | 8.39M | 56.78 | 2.99% |
| 11 | SHY | Ishares Tr | 82.44 | +0.03% | 98.57K | +3.28% | 8.2M | 81.2 | 2.92% |
| 12 | IVE | Ishares Tr | 192.19 | -1.62% | 35.83K | +0.14% | 7.07M | 146.2 | 2.52% |
| 13 | IVV | Ishares Tr | 579.29 | -1.28% | 10.73K | +0.12% | 6.19M | 389.05 | 2.21% |
| 14 | VLUE | Ishares Tr | 107.18 | -2.19% | 56.09K | +0.75% | 6.12M | 91.41 | 2.18% |
| 15 | NVDA | Nvidia Corporat... | 116.08 | +1.77% | 48.16K | +88.51% | 5.85M | 80.09 | 2.09% |
| 16 | EEM | Ishares Tr | 43.18 | +0.82% | 125.21K | 0.00% | 5.74M | 37.91 | 2.05% |
| 17 | XBI | Spdr Ser Tr | 86.08 | +0.56% | 51.84K | +0.06% | 5.12M | 81.93 | 1.83% |
| 18 | XLU | Select Sector S... | 78.02 | -1.65% | 60.34K | +0.78% | 4.87M | 62.6 | 1.74% |
| 19 | XLV | Select Sector S... | 148.22 | -0.91% | 30.8K | +0.30% | 4.74M | 132.74 | 1.69% |
| 20 | MSFT | Microsoft Corp | 388.60 | +0.03% | 7.81K | +1.96K% | 3.36M | 429.54 | 1.20% |
| 21 | TLT | Ishares Tr | 91.44 | -1.22% | 29.96K | +2.89K% | 2.94M | 97.78 | 1.05% |
| 22 | BWXT | Bwx Technologie... | 101.23 | -0.26% | 26.05K | +12.31K% | 2.83M | 108.58 | 1.01% |
| 23 | SRLN | Ssga Active Etf... | 41.27 | -0.25% | 55.33K | +100.00% | 2.31M | 41.76 | 0.82% |
| 24 | VNQ | Vanguard Index ... | 93.28 | -1.12% | 18.17K | -1.2% | 1.77M | 82.84 | 0.63% |
| 25 | VTR | Ventas Inc | 69.90 | -0.65% | 15.35K | +0.19% | 984.12K | 44.3 | 0.35% |
| 26 | CCI | Crown Castle In... | 94.34 | -1.58% | 7.98K | +0.38% | 946.21K | 115.65 | 0.34% |
| 27 | AMT | American Tower ... | 207.25 | -1.13% | 4.03K | -0.52% | 938.24K | 198.1 | 0.33% |
| 28 | PLD | Prologis Inc. | 121.87 | -1.35% | 6.85K | -0.26% | 865.09K | 120.09 | 0.31% |
| 29 | CCCS | Ccc Intelligent... | 9.68 | -3.59% | 70K | 0.00% | 773.5K | 13.35 | 0.28% |
| 30 | ESRT | Empire St Rlty ... | 8.55 | -4.09% | 67.94K | -1.87% | 752.8K | 6.6 | 0.27% |
| 31 | ESS | Essex Ppty Tr I... | 307.55 | -2.01% | 2.37K | -1.7% | 698.64K | 220.09 | 0.25% |
| 32 | ARE | Alexandria Real... | 100.63 | -0.86% | 5.31K | -0.62% | 630.34K | 125.5 | 0.22% |
| 33 | U | Unity Software ... | 24.69 | +4.18% | 18.4K | 0.00% | 416.21K | 28.59 | 0.15% |
| 34 | SUSA | Ishares Tr | 119.00 | -1.14% | 3.45K | +0.38% | 414.8K | 88.47 | 0.15% |
| 35 | SPEU | Spdr Index Shs ... | 44.74 | +0.25% | 7.69K | -3.16% | 341.61K | 34.7 | 0.12% |
| 36 | VTEB | Vanguard Mun Bd... | 50.30 | -0.31% | 6.35K | +0.78% | 324.83K | 49.94 | 0.12% |
| 37 | VICI | Vici Pptys Inc | 32.23 | -1.3% | 9.02K | -0.28% | 300.49K | 31.49 | 0.11% |
| 38 | PSA | Public Storage ... | 305.85 | -1.67% | 799 | -3.62% | 290.63K | 288.15 | 0.10% |
| 39 | BRK-B | Berkshire Hatha... | 495.56 | -2.85% | 630 | 0.00% | 289.96K | 330.18 | 0.10% |
| 40 | ESML | Ishares Tr | 39.59 | -1.32% | 6.86K | +0.32% | 286.77K | 33.48 | 0.10% |
| 41 | EEMV | Ishares Inc | 57.51 | +0.09% | 4.07K | -2.91% | 254.86K | 53.06 | 0.09% |
| 42 | IBHD | Ishares Tr | 23.22 | 0.00% | 10.32K | +0.04% | 240.44K | 22.71 | 0.09% |
| 43 | IBHE | Ishares Tr | 23.22 | +0.11% | 10.11K | +0.02% | 235.61K | 22.51 | 0.08% |
| 44 | VSGX | Vanguard World ... | 59.72 | +0.13% | 3.8K | +0.64% | 233.82K | 49.42 | 0.08% |
| 45 | XOM | Exxon Mobil Cor... | 107.52 | -0.22% | 1.9K | 0.00% | 222.72K | 110.3 | 0.08% |
| 46 | COST | Costco Whsl Cor... | 1036.25 | -1.01% | 238 | 0.00% | 211.15K | 826.04 | 0.08% |
| 47 | LLY | Eli Lilly & Co | 910.79 | -2.04% | 215 | 0.00% | 190.48K | 914.37 | 0.07% |
| 48 | KMB | Kimberly-Clark ... | 141.23 | -1.48% | 1.28K | 0.00% | 181.55K | 121.51 | 0.06% |
| 49 | IPAC | Ishares Tr | 62.40 | -0.38% | 2.62K | -4.83% | 174.44K | 53.79 | 0.06% |
| 50 | JEPI | J P Morgan Exch... | 57.94 | -1.28% | 2.43K | 0.00% | 144.43K | 54.51 | 0.05% |
| 51 | ESGE | Ishares Inc | 34.65 | +0.76% | 3.83K | 0.00% | 139.63K | 30.13 | 0.05% |
| 52 | RWX | Spdr Index Shs ... | 24.27 | +0.68% | 5.03K | -10.57% | 138.78K | 26.77 | 0.05% |
| 53 | SMH | Vaneck Etf Trus... | 225.07 | +0.92% | 536 | 0.00% | 131.61K | 101.47 | 0.05% |
| 54 | PCOR | Procore Technol... | 74.52 | +0.34% | 2K | 0.00% | 123.44K | 65.07 | 0.04% |
| 55 | HD | Home Depot Inc | 381.61 | -2.07% | 296 | +51.79% | 119.78K | 359.74 | 0.04% |
| 56 | AMZN | Amazon Com Inc | 203.76 | -0.61% | 580 | 0.00% | 108.07K | 103.52 | 0.04% |
| 57 | QQQ | Invesco Qqq Tr | 495.33 | -0.35% | 208 | -27.78% | 101.54K | 338.23 | 0.04% |
| 58 | VWO | Vanguard Intl E... | 44.68 | +0.86% | 1.72K | 0.00% | 82.3K | 38.98 | 0.03% |
| 59 | V | Visa Inc | 351.93 | -2.73% | 285 | +111.11% | 78.36K | 269.4 | 0.03% |
| 60 | MCD | Mcdonalds Corp | 305.58 | +0.42% | 255 | 0.00% | 77.65K | 249.99 | 0.03% |
| 61 | IWF | Ishares Tr | 382.36 | -0.65% | 194 | 0.00% | 72.82K | 214.23 | 0.03% |
| 62 | IWO | Ishares Tr | 265.76 | -0.69% | 245 | -18.33% | 69.67K | 229.12 | 0.02% |
| 63 | IWM | Ishares Tr | 206.50 | -1.09% | 268 | 0.00% | 59.24K | 204.26 | 0.02% |
| 64 | EFA | Ishares Tr | 82.48 | +0.01% | 678 | 0.00% | 56.7K | 65.64 | 0.02% |
| 65 | JPM | Jpmorgan Chase ... | 249.97 | -4.09% | 265 | 0.00% | 55.88K | 204.22 | 0.02% |
| 66 | ICLN | Ishares Tr | 11.13 | +1.78% | 3.78K | -20.96% | 55.56K | 18.74 | 0.02% |
| 67 | BABA | Alibaba Group H... | 129.84 | -0.74% | 518 | +2.17% | 54.95K | 87.31 | 0.02% |
| 68 | BGRN | Ishares Tr | 47.30 | -0.17% | 1.1K | 0.00% | 53.17K | 45.97 | 0.02% |
| 69 | IWN | Ishares Tr | 155.47 | -1.43% | 310 | 0.00% | 51.72K | 138.67 | 0.02% |
| 70 | NEE | Nextera Energy ... | 70.86 | -1.06% | 603 | +0.33% | 50.94K | 69.95 | 0.02% |
| 71 | GUNR | Flexshares Tr | 37.12 | -0.3% | 1.18K | 0.00% | 48.76K | 43.47 | 0.02% |
| 72 | HON | Honeywell Intl ... | 208.03 | -1.88% | 225 | +114.29% | 46.51K | 208.68 | 0.02% |
| 73 | DGRW | Wisdomtree Tr | 81.07 | -1.33% | 525 | 0.00% | 43.69K | 75.85 | 0.02% |
| 74 | PFF | Ishares Tr | 31.32 | -0.68% | 1.31K | +100.00% | 43.42K | 33.23 | 0.02% |
| 75 | ORCL | Oracle Corp | 157.25 | -2.94% | 250 | 0.00% | 42.6K | 143.09 | 0.02% |
| 76 | FM | Ishares Inc | 27.19 | +0.41% | 1.49K | 0.00% | 41.02K | 25.47 | 0.01% |
| 77 | GSLC | Goldman Sachs E... | 113.53 | -1.27% | 360 | 0.00% | 40.66K | 103.51 | 0.01% |
| 78 | UNH | Unitedhealth Gr... | 474.77 | +1.65% | 60 | 0.00% | 35.08K | 494.65 | 0.01% |
| 79 | IJR | Ishares Tr | 107.56 | -1.49% | 299 | 0.00% | 34.95K | 94.68 | 0.01% |
| 80 | IBB | Ishares Tr | 134.31 | +0.05% | 225 | 0.00% | 32.81K | 136.97 | 0.01% |
| 81 | CAT | Caterpillar Inc | 326.58 | -1.64% | 83 | 0.00% | 32.6K | 329.07 | 0.01% |
| 82 | DFAT | Dimensional Etf... | 52.45 | -1.76% | 572 | +0.35% | 31.84K | 51.43 | 0.01% |
| 83 | MS | Morgan Stanley | 121.33 | -6.04% | 300 | 0.00% | 31.27K | 99.16 | 0.01% |
| 84 | BAC | Bank America Co... | 42.56 | -6.58% | 760 | +0.66% | 30.14K | 40.01 | 0.01% |
| 85 | ICF | Ishares Tr | 63.24 | -0.88% | 430 | 0.00% | 28.34K | 54.84 | 0.01% |
| 86 | AIQ | Global X Fds | 38.29 | +0.08% | 753 | -99.15% | 27.99K | 26.93 | < 0.01% |
| 87 | AXP | American Expres... | 283.15 | -4.18% | 100 | 0.00% | 27.2K | 233.81 | < 0.01% |
| 88 | DFAS | Dimensional Etf... | 61.28 | -1.51% | 407 | +0.25% | 26.41K | 59.53 | < 0.01% |
| 89 | NOC | Northrop Grumma... | 464.19 | -1.95% | 50 | 0.00% | 26.4K | 545.6 | < 0.01% |
| 90 | FINX | Global X Fds | 29.42 | -2.58% | 900 | -0.22% | 25.22K | 19.74 | < 0.01% |
| 91 | GS | Goldman Sachs G... | 579.75 | -4.21% | 50 | 0.00% | 24.76K | 463.66 | < 0.01% |
| 92 | VDE | Vanguard World ... | 120.83 | -0.81% | 181 | +0.56% | 22.17K | 126.13 | < 0.01% |
| 93 | PG | Procter And Gam... | 173.03 | -1.46% | 117 | 0.00% | 20.27K | 162.72 | < 0.01% |
| 94 | ACM | Aecom | 93.95 | -3.31% | 196 | +0.51% | 20.21K | 84.47 | < 0.01% |
| 95 | ILF | Ishares Tr | 22.25 | -0.29% | 748 | 0.00% | 19.39K | 22.9 | < 0.01% |
| 96 | NORW | Global X Fds | 25.14 | +0.21% | 738 | +0.68% | 19.03K | 25.63 | < 0.01% |
| 97 | ITA | Ishares Tr | 149.21 | -2.51% | 115 | 0.00% | 17.21K | 111.85 | < 0.01% |
| 98 | PEP | Pepsico Inc | 154.10 | -1.21% | 100 | 0.00% | 17K | 162.88 | < 0.01% |
| 99 | WMT | Walmart Inc | 94.73 | -2.93% | 195 | 0.00% | 15.75K | 67.48 | < 0.01% |
| 100 | AFK | Vaneck Etf Trus... | 16.44 | +0.49% | 882 | 0.00% | 14.81K | 16.06 | < 0.01% |
| 101 | FCOM | Fidelity Coving... | 59.32 | -1.05% | 257 | +0.39% | 14.14K | 31.53 | < 0.01% |
| 102 | KO | Coca Cola Co | 70.06 | -3.13% | 195 | 0.00% | 14.01K | 63.48 | < 0.01% |
| 103 | VAW | Vanguard World ... | 189.31 | -1.57% | 55 | 0.00% | 11.68K | 189.87 | < 0.01% |
| 104 | VPU | Vanguard World ... | 169.00 | -1.58% | 66 | +1.54% | 11.41K | 147.05 | < 0.01% |
| 105 | ASML | Asml Holding N ... | 707.92 | +1.15% | 13 | +100.00% | 10.83K | 833.23 | < 0.01% |
| 106 | IAU | Ishares Gold Tr | 55.04 | +0.86% | 200 | 0.00% | 9.94K | 35.49 | < 0.01% |
| 107 | HSY | Hershey Co | 176.34 | -1.21% | 51 | +2.00% | 9.71K | 186.51 | < 0.01% |
| 108 | CARR | Carrier Global ... | 62.04 | -1.93% | 120 | 0.00% | 9.69K | 61.9 | < 0.01% |
| 109 | CPB | Campbell Soup C... | 40.24 | -2.53% | 178 | +0.56% | 8.71K | 43.25 | < 0.01% |
| 110 | SPOT | Spotify Technol... | 582.76 | -2.85% | 23 | 0.00% | 8.48K | 78.91 | < 0.01% |
| 111 | BMY | Bristol-Myers S... | 59.52 | -0.58% | 137 | -55.81% | 7.08K | 54.16 | < 0.01% |
| 112 | USB | Us Bancorp Del | 44.57 | -3.61% | 151 | 0.00% | 6.91K | 42.13 | < 0.01% |
| 113 | BROS | Dutch Bros Inc | 72.17 | -5.47% | 200 | 0.00% | 6.41K | 32.62 | < 0.01% |
| 114 | MP | Mp Materials Co... | 22.37 | -0.71% | 350 | -36.36% | 6.18K | 16.33 | < 0.01% |
| 115 | CI | The Cigna Group | 308.92 | -0.83% | 17 | 0.00% | 5.89K | 331.29 | < 0.01% |
| 116 | CTVA | Corteva Inc | 59.77 | -1.05% | 100 | 0.00% | 5.88K | 57.68 | < 0.01% |
| 117 | ENPH | Enphase Energy ... | 57.84 | +9.40% | 50 | 0.00% | 5.65K | 118.28 | < 0.01% |
| 118 | CL | Colgate Palmoli... | 91.10 | -1.84% | 48 | 0.00% | 5.01K | 95.52 | < 0.01% |
| 119 | DIS | Disney Walt Co | 108.89 | -3.46% | 50 | -76.74% | 4.85K | 89.06 | < 0.01% |
| 120 | F | Ford Mtr Co | 9.13 | -2.77% | 440 | 0.00% | 4.65K | 11.63 | < 0.01% |
| 121 | VXF | Vanguard Index ... | 180.69 | -1.29% | 25 | 0.00% | 4.55K | 132.84 | < 0.01% |
| 122 | HPQ | Hp Inc | 29.27 | -2.56% | 116 | +0.87% | 4.17K | 27.08 | < 0.01% |
| 123 | TSLA | Tesla Inc | 272.04 | -4.43% | 15 | 0.00% | 3.92K | 123.13 | < 0.01% |
| 124 | IWR | Ishares Tr | 86.76 | -1.53% | 40 | 0.00% | 3.53K | 67.45 | < 0.01% |
| 125 | CIBR | First Tr Exchan... | 66.41 | +1.51% | 50 | -92.33% | 2.96K | 41.8 | < 0.01% |
| 126 | HPE | Hewlett Packard... | 18.84 | -1% | 117 | +0.86% | 2.39K | 16.03 | < 0.01% |
| 127 | HII | Huntington Inga... | 172.57 | -0.06% | 8 | 0.00% | 2.12K | 230.63 | < 0.01% |
| 128 | BYND | Beyond Meat Inc | 3.23 | +4.71% | 300 | 0.00% | 2.03K | 12.31 | < 0.01% |
| 129 | BND | Vanguard Bd Ind... | 73.40 | -0.29% | 23 | 0.00% | 1.73K | 71.83 | < 0.01% |
| 130 | C | Citigroup Inc | 72.28 | -6.34% | 24 | -82.73% | 1.5K | 60.25 | < 0.01% |
| 131 | GDX | Vaneck Etf Trus... | 40.30 | +1.50% | 30 | 0.00% | 1.2K | 28.63 | < 0.01% |
| 132 | MJ | Amplify Etf Tr | 21.05 | -3.44% | 234 | +2.18% | 774 | 4.07 | < 0.01% |
| 133 | DXC | Dxc Technology ... | 17.99 | -0.61% | 8 | 0.00% | 169 | 26.5 | < 0.01% |