Filling information for BBJS FINANCIAL ADVISORS, LLC as Treemap, investor disclosed 126 total holdings based on 2023-12-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
253868103 | 253868103 | DIGITAL RLTY TR INC | COM | 7806 | 58 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 6764 | 132 | |
08862E109 | 08862E109 | BEYOND MEAT INC | COM | 2670 | 300 | |
46435U184 | 46435U184 | ISHARES TR | IBONDS 24 TRM HG | 239397 | 10314 | |
70614W100 | 70614W100 | PELOTON INTERACTIVE INC | CL A COM | 1827 | 300 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 2889 | 77 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 7182984 | 87555 | |
74340W103 | 74340W103 | PROLOGIS INC. | COM | 1005399 | 7542 | |
26142V105 | 26142V105 | DRAFTKINGS INC NEW | COM CL A | 1763 | 50 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 240104 | 1976 | |
92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 93829 | 537 | |
464287390 | 464287390 | ISHARES TR | LATN AMER 40 ETF | 22295 | 767 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 189962 | 1900 | |
46432F388 | 46432F388 | ISHARES TR | MSCI USA VALUE | 6523690 | 64489 | |
74460D109 | 74460D109 | PUBLIC STORAGE | COM | 883398 | 2896 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1677 | 23 | |
29444U700 | 29444U700 | EQUINIX INC | COM | 775058 | 962 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 102811 | 1139 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 7921 | 12 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 4094547 | 64654 | |
172967424 | 172967424 | CITIGROUP INC | COM NEW | 1235 | 24 | |
12510Q100 | 12510Q100 | CCC INTELLIGENT SOLUTIONS HL | COM | 797300 | 70000 | |
92189F866 | 92189F866 | VANECK ETF TRUST | AFRICA INDEX ETF | 12177 | 882 | |
92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 4692 | 40 | |
90138F102 | 90138F102 | TWILIO INC | CL A | 380 | 5 | |
464287564 | 464287564 | ISHARES TR | COHEN STEER REIT | 25254 | 430 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1485660 | 3000 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4709824 | 34535 | |
92276F100 | 92276F100 | VENTAS INC | COM | 960343 | 19269 | |
22822V101 | 22822V101 | CROWN CASTLE INC | COM | 1036470 | 8998 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 1136543 | 5265 | |
42824C109 | 42824C109 | HEWLETT PACKARD ENTERPRISE C | COM | 1939 | 114 | |
46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 149867 | 4675 | |
464286533 | 464286533 | ISHARES INC | MSCI EMERG MRKT | 343585 | 6181 | |
37954Y814 | 37954Y814 | GLOBAL X FDS | FINTECH ETF | 4451108 | 174075 | |
33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 40650 | 755 | |
922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 10072065 | 236489 | |
921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 253338 | 4583 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 7359795 | 15409 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 6998057 | 174038 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2215759 | 25076 | |
46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 50299 | 994 | |
37954Y236 | 37954Y236 | GLOBAL X FDS | DATA CTR REITS | 4054337 | 276558 | |
827048109 | 827048109 | SILGAN HLDGS INC | COM | 5657 | 125 | |
922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 4111 | 25 | |
37960A735 | 37960A735 | GLOBAL X FDS | GBL X BLOCKCHAIN | 16416 | 355 | |
74275K108 | 74275K108 | PROCORE TECHNOLOGIES INC | COM | 456852 | 6600 | |
46428Q109 | 46428Q109 | ISHARES SILVER TR | ISHARES | 6534 | 300 | |
00766T100 | 00766T100 | AECOM | COM | 17955 | 194 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 178330 | 500 | |
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 51706 | 205 | |
L8681T102 | L8681T102 | SPOTIFY TECHNOLOGY S A | SHS | 4322 | 23 | |
46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 253725 | 6675 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 51783 | 1031 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 58815 | 194 | |
33733E500 | 33733E500 | FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 64356 | 1526 | |
91332U101 | 91332U101 | UNITY SOFTWARE INC | COM | 752376 | 18400 | |
37954Y632 | 37954Y632 | GLOBAL X FDS | ARTIFICIAL ETF | 3069796 | 98454 | |
464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 7350083 | 42269 | |
46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 149931 | 2727 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 4328 | 100 | |
464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 3110 | 40 | |
292104106 | 292104106 | EMPIRE ST RLTY TR INC | CL A | 975927 | 100715 | |
880770102 | 880770102 | TERADYNE INC | COM | 8691 | 80 | |
23355L106 | 23355L106 | DXC TECHNOLOGY CO | COM | 186 | 8 | |
464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 14559 | 115 | |
78464A870 | 78464A870 | SPDR SER TR | S&P BIOTECH | 4519938 | 50621 | |
666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 23407 | 50 | |
92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 931 | 30 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 70692 | 1720 | |
464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 328447 | 3268 | |
464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 7806 | 200 | |
553368101 | 553368101 | MP MATERIALS CORP | COM CL A | 4963 | 250 | |
150837607 | 150837607 | CEL-SCI CORP | COM PAR NEW | 109 | 40 | |
125523100 | 125523100 | THE CIGNA GROUP | COM | 5091 | 17 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 15138286 | 62614 | |
922042866 | 922042866 | VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 11728623 | 162830 | |
191216100 | 191216100 | COCA COLA CO | COM | 7072 | 120 | |
922042874 | 922042874 | VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 16758381 | 259900 | |
78463X103 | 78463X103 | SPDR INDEX SHS FDS | PORTFLO EURP ETF | 346646 | 8597 | |
78463X863 | 78463X863 | SPDR INDEX SHS FDS | DJ INTL RL ETF | 1808930 | 66285 | |
46435U440 | 46435U440 | ISHARES TR | USD GRN BOND ETF | 51953 | 1100 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 43528 | 116 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 5364 | 440 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 7329 | 37 | |
464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 5645211 | 362570 | |
500767736 | 500767736 | KRANESHARES TR | QUADRTC INT RT | 4200 | 203 | |
33939L407 | 33939L407 | FLEXSHARES TR | MORNSTAR UPSTR | 48403 | 1182 | |
37950E101 | 37950E101 | GLOBAL X FDS | MSCI NORWAY ETF | 18610 | 731 | |
33740F540 | 33740F540 | FIRST TR EXCHNG TRADED FD VI | SKYBRIDGE CRYPTO | 36746 | 3800 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2453043 | 15545 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 85171 | 208 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 12000051 | 237249 | |
302130109 | 302130109 | EXPEDITORS INTL WASH INC | COM | 28114 | 221 | |
316092873 | 316092873 | FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 11443 | 257 | |
46436E478 | 46436E478 | ISHARES TR | IBONDS 2027 TERM | 229232 | 10321 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 51088 | 678 | |
01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 38755 | 500 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 8229 | 134 | |
049468101 | 049468101 | ATLASSIAN CORPORATION | CL A | 95721049 | 402426 | |
88160R101 | 88160R101 | TESLA INC | COM | 3728 | 15 | |
651229106 | 651229106 | NEWELL BRANDS INC | COM | 3472 | 400 | |
78464A755 | 78464A755 | SPDR SER TR | S&P METALS MNG | 3841243 | 64203 | |
46435U168 | 46435U168 | ISHARES TR | IBONDS 25 TRM HG | 248992 | 10779 | |
297178105 | 297178105 | ESSEX PPTY TR INC | COM | 878447 | 3543 | |
464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 48153 | 310 | |
464286145 | 464286145 | ISHARES INC | FRONTIER AND SEL | 39187 | 1490 | |
134429109 | 134429109 | CAMPBELL SOUP CO | COM | 15131 | 350 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 14017581 | 77888 | |
023135106 | 023135106 | AMAZON COM INC | COM | 72932 | 480 | |
92203C303 | 92203C303 | VANGUARD BD INDEX FDS | VANGUARD ULTRA | 2717894 | 54974 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 12581797 | 167534 | |
828806109 | 828806109 | SIMON PPTY GROUP INC NEW | COM | 199550 | 1399 | |
95040Q104 | 95040Q104 | WELLTOWER INC | COM | 132 | 1 | |
46434V696 | 46434V696 | ISHARES TR | CORE MSCI PAC | 166007 | 2790 | |
464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 179534 | 1816 | |
04010LAW3 | 04010LAW3 | ARES CAPITAL CORP | NOTE 4.625% 3/0 | 7314 | 7000 | |
40434L105 | 40434L105 | HP INC | COM | 3409 | 113 | |
925652109 | 925652109 | VICI PPTYS INC | COM | 858800 | 26939 | |
912318300 | 912318300 | UNITED STS NAT GAS FD LP | UNIT PAR | 3467247 | 683875 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 32314 | 299 | |
26701L100 | 26701L100 | DUTCH BROS INC | CL A | 1584 | 50 | |
427866108 | 427866108 | HERSHEY CO | COM | 15848 | 85 | |
46137V605 | 46137V605 | INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 230100 | 5000 | |
833445109 | 833445109 | SNOWFLAKE INC | CL A | 4577 | 23 | |
446413106 | 446413106 | HUNTINGTON INGALLS INDS INC | COM | 2078 | 8 |