Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $263,847,487
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 415,476 $83,722,569 31.73%
2.
Vanguard Intl Equity Index Funds
 VWO 261,109 $15,126,071 5.73%
3.
Vanguard Index Fds
 61,137 $13,094,426 4.96%
4.
Vanguard Index Fds
 75,139 $11,983,849 4.54%
5.
Ishares Trust
 IEF 168,878 $11,554,656 4.37%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)