Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BBJS FINANCIAL ADVISORS LLC | 08-03-2023 | 06-30-2023 | 123 | 249,641,299 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION | CL A | 1 | $69,721,028 | 415,476 | 0.03 | 0.02 | 0 | 0.00 | 06-30-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2 | $15,440,637 | 250,253 | 0.01 | 0.01 | -29,194 | -10.45 | 06-30-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 3 | $13,147,483 | 57,228 | 0.01 | 0.01 | -991 | -1.70 | 06-30-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $12,502,779 | 177,395 | 0.01 | 0.00 | 16,728 | 10.41 | 06-30-2023 |
