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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG INTL STK ETF | 51 | $239,878 | 4,517 | 0.00 | 0.00 | -161 | -3.44 | 06-30-2023 |
| ISHARES TR | IBONDS 24 TRM HG | 52 | $237,861 | 10,306 | 0.00 | 0.00 | 6 | 0.06 | 06-30-2023 |
| ISHARES TR | IBONDS 23 TRM HG | 53 | $229,211 | 9,700 | 0.00 | 0.00 | -1,000 | -9.35 | 06-30-2023 |
| ISHARES TR | IBONDS 2027 TERM | 54 | $224,987 | 10,308 | 0.00 | 0.00 | 8 | 0.08 | 06-30-2023 |
