Brighton Jones LLC
CIK Number: 0001360798
Main Sectors:
Top Industries:
Filing Date: Apr 17, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 231.62 | -1.04% | 3.92M | -2.77% | 746.61M | 96.41 | 23.94% | Share |
| 2 | MSFT | Microsoft Corpo... | 510.02 | +0.19% | 788.62K | -24.23% | 296.04M | 281.62 | 9.49% | Share |
| 3 | AAPL | Apple Inc. | 238.99 | +0.35% | 514.59K | -4.23% | 114.3M | 108.07 | 3.66% | Share |
| 4 | VTI | Vanguard Total ... | 325.11 | -0.1% | 282.52K | -10.36% | 77.65M | 167.55 | 2.49% | Share |
| 5 | DFAC | Dimensional U.S... | 38.30 | -0.07% | 1.81M | +3.72% | 59.87M | 28.36 | 1.92% | Share |
| 6 | DFGR | Dimensional Glo... | 27.42 | -0.23% | 2.11M | +5.63% | 55.4M | 25.34 | 1.78% | Share |
| 7 | IWB | iShares Russell... | 361.44 | -0.12% | 178.43K | -2.25% | 54.73M | 110.63 | 1.75% | Share |
| 8 | DFIC | Dimensional Int... | 32.80 | -0.47% | 1.82M | +7.46% | 50.62M | 24.12 | 1.62% | Share |
| 9 | TMUS | T-Mobile US, In... | 239.33 | +0.72% | 161.12K | -20.95% | 42.97M | 145.4 | 1.38% | Share |
| 10 | NVDA | NVIDIA Corporat... | 170.29 | -2.62% | 384.9K | +18.47% | 41.72M | 48.36 | 1.34% | Share |
| 11 | DFAI | Dimensional Int... | 36.34 | -0.36% | 1.19M | +11.00% | 37.2M | 28.29 | 1.19% | Share |
| 12 | DFAU | Dimensional US ... | 45.32 | -0.11% | 940.22K | -4.96% | 36.14M | 32.53 | 1.16% | Share |
| 13 | DCOR | Dimensional US ... | 71.42 | -0.02% | 538.67K | +53.98% | 33.04M | 60.84 | 1.06% | Share |
| 14 | VGSR | Vert Global Sus... | 10.73 | -0.37% | 3.24M | +1.96% | 32.83M | 9.95 | 1.05% | Share |
| 15 | VT | Vanguard Total ... | 137.21 | -0.08% | 275.49K | +7.88% | 31.94M | 94.86 | 1.02% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 659.18 | -0.12% | 54.86K | -6.19% | 30.69M | 359.79 | 0.98% | Share |
| 17 | IWF | iShares Russell... | 461.42 | -0.42% | 84.66K | -1% | 30.57M | 118.3 | 0.98% | Share |
| 18 | IWV | iShares Russell... | 374.47 | -0.09% | 82.14K | -3.87% | 26.09M | 122.32 | 0.84% | Share |
| 19 | BRK-A | Berkshire Hatha... | 739095.00 | +0.42% | 31 | 0.00% | 24.75M | 547611.65 | 0.79% | Share |
| 20 | DFEM | Dimensional Eme... | 32.48 | +0.28% | 917.36K | +8.81% | 24.27M | 24.47 | 0.78% | Share |
| 21 | IVV | iShares Core S&... | 660.71 | -0.09% | 42.02K | +5.88% | 23.61M | 305.19 | 0.76% | Share |
| 22 | META | Meta Platforms,... | 775.72 | -0.42% | 39.3K | +13.73% | 22.65M | 310.06 | 0.73% | Share |
| 23 | BRK-B | Berkshire Hatha... | 492.47 | +0.30% | 41.98K | +6.68% | 22.36M | 267.63 | 0.72% | Share |
| 24 | TSLA | Tesla, Inc. | 425.67 | +0.96% | 85.05K | -3.27% | 22.04M | 159.34 | 0.71% | Share |
| 25 | COST | Costco Wholesal... | 963.03 | +1.15% | 22.38K | +12.88% | 21.17M | 499.26 | 0.68% | Share |
| 26 | GOOG | Alphabet Inc. | 249.85 | -0.62% | 124.04K | +3.15% | 19.38M | 109.76 | 0.62% | Share |
| 27 | EFA | iShares MSCI EA... | 93.02 | -0.35% | 234.79K | -0.71% | 19.19M | 62.83 | 0.62% | Share |
| 28 | VOO | Vanguard S&P 50... | 606.15 | -0.11% | 36.18K | +4.80% | 18.59M | 420.8 | 0.60% | Share |
| 29 | QQQ | Invesco QQQ Tru... | 589.94 | -0.21% | 39.49K | +2.98% | 18.52M | 353.2 | 0.59% | Share |
| 30 | ITOT | iShares Core S&... | 143.90 | -0.1% | 150.49K | -1.19% | 18.36M | 61.22 | 0.59% | Share |
| 31 | GOOGL | Alphabet Inc. | 249.53 | -0.65% | 118.56K | +7.46% | 18.33M | 111.98 | 0.59% | Share |
| 32 | LII | Lennox Internat... | 545.47 | -0.9% | 32.44K | +7.09K% | 18.19M | 559.79 | 0.58% | Share |
| 33 | IWM | iShares Russell... | 238.91 | +0.26% | 85.85K | -2.15% | 17.13M | 119.24 | 0.55% | Share |
| 34 | PFE | Pfizer Inc. | 24.04 | +0.59% | 661.72K | -0.69% | 16.77M | 26.69 | 0.54% | Share |
| 35 | SBUX | Starbucks Corpo... | 83.21 | -1.37% | 169.78K | -3.93% | 16.65M | 83.29 | 0.53% | Share |
| 36 | XOM | Exxon Mobil Cor... | 115.26 | +0.51% | 136.29K | +5.05% | 16.21M | 84.67 | 0.52% | Share |
| 37 | DFAX | Dimensional Wor... | 31.47 | -0.29% | 590.99K | +3.91% | 15.48M | 24.22 | 0.50% | Share |
| 38 | UNH | UnitedHealth Gr... | 341.63 | +0.54% | 29.29K | -33.8% | 15.34M | 486.1 | 0.49% | Share |
| 39 | DFAE | Dimensional Eme... | 31.84 | +0.38% | 511.13K | +4.88% | 13.23M | 24.52 | 0.42% | Share |
| 40 | VEA | Vanguard Develo... | 60.01 | -0.37% | 245.79K | +0.89% | 12.49M | 46.57 | 0.40% | Share |
| 41 | JPM | JPMorgan Chase ... | 311.75 | +0.83% | 50.92K | +4.49% | 12.49M | 146.58 | 0.40% | Share |
| 42 | SGOV | iShares 0-3 Mon... | 100.56 | +0.01% | 121.53K | +153.45% | 12.23M | 100.53 | 0.39% | Share |
| 43 | RWO | SPDR Dow Jones ... | 45.78 | -0.34% | 270.29K | -23.98% | 11.8M | 42.62 | 0.38% | Share |
| 44 | IOT | Samsara Inc. | 38.86 | -1.57% | 303.43K | -1.54% | 11.63M | 43.69 | 0.37% | Share |
| 45 | ORCL | Oracle Corporat... | 301.44 | -1.7% | 77.97K | -49.23% | 10.9M | 151.09 | 0.35% | Share |
| 46 | VV | Vanguard Large ... | 304.52 | -0.17% | 40.16K | +0.30% | 10.32M | 207.64 | 0.33% | Share |
| 47 | DLR | Digital Realty ... | 171.15 | -1.56% | 71.39K | +1.24% | 10.23M | 142.05 | 0.33% | Share |
| 48 | HD | The Home Depot,... | 416.93 | -1.07% | 26.38K | -1.99% | 9.67M | 283.61 | 0.31% | Share |
| 49 | AMGN | Amgen Inc. | 274.71 | +0.60% | 29K | +5.58% | 9.03M | 233.4 | 0.29% | Share |
| 50 | IWR | iShares Russell... | 95.99 | -0.01% | 105.97K | +1.38% | 9.01M | 42.49 | 0.29% | Share |
| 51 | JNJ | Johnson & Johns... | 177.20 | +0.42% | 53.94K | +3.99% | 8.95M | 141.12 | 0.29% | Share |
| 52 | LLY | Eli Lilly and C... | 760.22 | -0.59% | 10.42K | +8.59% | 8.61M | 429.03 | 0.28% | Share |
| 53 | PEP | PepsiCo, Inc. | 141.25 | +0.87% | 57.32K | -3.49% | 8.59M | 155.12 | 0.28% | Share |
| 54 | PCAR | PACCAR Inc | 100.86 | -1.94% | 87.87K | -1.28% | 8.56M | 47.3 | 0.27% | Share |
| 55 | SOFI | SoFi Technologi... | 27.13 | -1.06% | 718.48K | -0.11% | 8.36M | 6.34 | 0.27% | Share |
| 56 | WMT | Walmart Inc. | 104.29 | +0.84% | 94.05K | -4.18% | 8.26M | 57.02 | 0.26% | Share |
| 57 | ABT | Abbott Laborato... | 134.14 | +1.04% | 57.04K | +10.29% | 7.57M | 107.26 | 0.24% | Share |
| 58 | LOW | Lowe's Companie... | 268.01 | -0.93% | 32.44K | +1.48% | 7.57M | 203.69 | 0.24% | Share |
| 59 | SCZ | iShares MSCI EA... | 77.02 | -0.35% | 117.94K | -0.82% | 7.49M | 45.44 | 0.24% | Share |
| 60 | CRM | Salesforce, Inc... | 242.16 | +1.19% | 27.7K | +7.92% | 7.43M | 199.47 | 0.24% | Share |
| 61 | VTV | Vanguard Value ... | 185.17 | +0.43% | 42.91K | +0.69% | 7.41M | 124 | 0.24% | Share |
| 62 | V | Visa Inc. | 346.01 | +1.76% | 21.12K | +2.34% | 7.4M | 212.53 | 0.24% | Share |
| 63 | PG | The Procter & G... | 160.34 | +1.45% | 43.34K | +8.16% | 7.39M | 145.35 | 0.24% | Share |
| 64 | SNOW | Snowflake Inc. | 218.00 | +0.95% | 48.21K | -22.1% | 7.05M | 182.54 | 0.23% | Share |
| 65 | RELY | Remitly Global,... | 17.43 | +1.31% | 332.42K | -14.54% | 6.91M | 12.98 | 0.22% | Share |
| 66 | VXUS | Vanguard Total ... | 73.67 | -0.07% | 109.3K | +0.10% | 6.79M | 57.21 | 0.22% | Share |
| 67 | VO | Vanguard Mid Ca... | 290.04 | -0.02% | 25.71K | -1.24% | 6.65M | 222.22 | 0.21% | Share |
| 68 | SYY | Sysco Corporati... | 82.46 | +1.14% | 86.58K | +5.77% | 6.5M | 84.05 | 0.21% | Share |
| 69 | ABNB | Airbnb, Inc. | 123.20 | +1.27% | 53.48K | -23.85% | 6.39M | 131.18 | 0.20% | Share |
| 70 | AVGO | Broadcom Inc. | 346.17 | -3.84% | 37.71K | +27.05% | 6.31M | 116.46 | 0.20% | Share |
| 71 | IBM | International B... | 259.07 | +0.60% | 25.18K | +19.83% | 6.26M | 174.26 | 0.20% | Share |
| 72 | VUG | Vanguard Growth... | 473.48 | -0.41% | 16.41K | -3.04% | 6.08M | 227.21 | 0.20% | Share |
| 73 | IWD | iShares Russell... | 202.05 | +0.28% | 31.98K | -12.77% | 6.02M | 144.07 | 0.19% | Share |
| 74 | ABBV | AbbVie Inc. | 220.78 | +2.09% | 27.35K | +19.37% | 5.73M | 141.96 | 0.18% | Share |
| 75 | ACN | Accenture plc | 241.27 | +1.88% | 18.26K | -0.97% | 5.7M | 248.3 | 0.18% | Share |
| 76 | UBER | Uber Technologi... | 92.97 | -4.97% | 75.92K | +1.96% | 5.53M | 66.29 | 0.18% | Share |
| 77 | COMP | Compass, Inc. | 9.46 | +2.14% | 629.63K | -32.97% | 5.5M | 3.64 | 0.18% | Share |
| 78 | EFG | iShares MSCI EA... | 113.49 | -0.23% | 54.45K | +0.86% | 5.45M | 68.41 | 0.17% | Share |
| 79 | EEM | iShares MSCI Em... | 53.27 | +0.45% | 116.56K | -1.71% | 5.09M | 43.72 | 0.16% | Share |
| 80 | DIA | SPDR Dow Jones ... | 461.32 | +0.55% | 11.85K | -1.66% | 4.98M | 351.08 | 0.16% | Share |
| 81 | DFSU | Dimensional US ... | 42.06 | -0.21% | 138.56K | +21.30% | 4.96M | 32.43 | 0.16% | Share |
| 82 | IJH | iShares Core S&... | 65.33 | -0.09% | 83.24K | +7.17% | 4.86M | 51.01 | 0.16% | Share |
| 83 | SCHX | Schwab U.S. Lar... | 26.11 | -0.13% | 219.12K | +3.69% | 4.84M | 17.03 | 0.16% | Share |
| 84 | SCHB | Schwab U.S. Bro... | 25.47 | -0.11% | 222.66K | -2.61% | 4.79M | 21.27 | 0.15% | Share |
| 85 | WFC | Wells Fargo & C... | 82.48 | +1.34% | 66.62K | +0.59% | 4.78M | 59.14 | 0.15% | Share |
| 86 | RSG | Republic Servic... | 226.22 | +0.39% | 19.48K | -1.71% | 4.72M | 166.62 | 0.15% | Share |
| 87 | NFLX | Netflix, Inc. | 1228.50 | +2.33% | 4.99K | -7.51% | 4.65M | 351.11 | 0.15% | Share |
| 88 | CSCO | Cisco Systems, ... | 67.72 | +1.18% | 75.22K | +1.39% | 4.64M | 50.8 | 0.15% | Share |
| 89 | CVX | Chevron Corpora... | 160.10 | +0.35% | 27.24K | -2.89% | 4.56M | 128.68 | 0.15% | Share |
| 90 | NKE | NIKE, Inc. | 72.31 | -0.6% | 71.47K | -64.69% | 4.54M | 80.32 | 0.15% | Share |
| 91 | BAC | Bank of America... | 51.41 | +1.47% | 107.91K | -0.89% | 4.5M | 31.13 | 0.14% | Share |
| 92 | EMXC | iShares MSCI Em... | 67.38 | -0.01% | 81.64K | +3.61% | 4.5M | 47.04 | 0.14% | Share |
| 93 | RDDT | Reddit, Inc. | 266.65 | 0.00% | 42.55K | +10.19% | 4.46M | 69.52 | 0.14% | Share |
| 94 | IVW | iShares S&P 500... | 119.14 | -0.5% | 47.76K | +6.05% | 4.43M | 52.04 | 0.14% | Share |
| 95 | LC | LendingClub Cor... | 17.24 | +0.23% | 411.07K | 0.00% | 4.24M | 9.77 | 0.14% | Share |
| 96 | AMD | Advanced Micro ... | 159.16 | -0.81% | 41.14K | -10.48% | 4.23M | 107.85 | 0.14% | Share |
| 97 | VBR | Vanguard Small ... | 209.00 | -0.01% | 22.63K | -2.62% | 4.22M | 143.88 | 0.14% | Share |
| 98 | KLAC | KLA Corporation | 989.87 | -0.07% | 6.07K | -1.11% | 4.13M | 742.38 | 0.13% | Share |
| 99 | CMCSA | Comcast Corpora... | 32.43 | +0.43% | 111.72K | -32.81% | 4.12M | 39.65 | 0.13% | Share |
| 100 | HON | Honeywell Inter... | 211.68 | +0.35% | 18.96K | -0.45% | 4.02M | 202.95 | 0.13% | Share |
| 101 | ALK | Alaska Air Grou... | 58.52 | +1.59% | 81.05K | -16.38% | 3.99M | 63.7 | 0.13% | Share |
| 102 | FSBC | Five Star Banco... | 32.84 | +1.39% | 141.68K | +0.24% | 3.94M | 21.83 | 0.13% | Share |
| 103 | VIG | Vanguard Divide... | 215.68 | +0.18% | 20.23K | -41.48% | 3.92M | 163.89 | 0.13% | Share |
| 104 | MA | Mastercard Inco... | 598.24 | +2.02% | 6.96K | +1.92% | 3.81M | 387.46 | 0.12% | Share |
| 105 | VWO | Vanguard Emergi... | 54.52 | +0.63% | 82.77K | +1.38% | 3.75M | 45.99 | 0.12% | Share |
| 106 | MDT | Medtronic plc | 94.58 | +0.41% | 41.68K | +4.22% | 3.75M | 81.45 | 0.12% | Share |
| 107 | PM | Philip Morris I... | 166.29 | +2.04% | 23.11K | +170.94% | 3.67M | 137.3 | 0.12% | Share |
| 108 | BA | The Boeing Comp... | 214.68 | -0.16% | 20.62K | -4.61% | 3.52M | 231.99 | 0.11% | Share |
| 109 | MRK | Merck & Co., In... | 81.15 | +0.07% | 39.14K | +2.24% | 3.51M | 80.5 | 0.11% | Share |
| 110 | IEFA | iShares Core MS... | 87.02 | -0.38% | 45.26K | +2.78% | 3.42M | 70.27 | 0.11% | Share |
| 111 | TXN | Texas Instrumen... | 180.30 | +1.50% | 19.01K | +12.87% | 3.42M | 161.45 | 0.11% | Share |
| 112 | MCD | McDonald's Corp... | 305.00 | +0.56% | 10.78K | +16.07% | 3.37M | 235.05 | 0.11% | Share |
| 113 | EVH | Evolent Health,... | 8.53 | -1.27% | 349.16K | +0.02% | 3.31M | 11.25 | 0.11% | Share |
| 114 | AXP | American Expres... | 336.01 | +2.74% | 12.11K | +86.85% | 3.26M | 221.21 | 0.10% | Share |
| 115 | IJR | iShares Core S&... | 117.99 | +0.01% | 31.13K | +3.94% | 3.25M | 99.32 | 0.10% | Share |
| 116 | GLD | SPDR Gold Share... | 337.05 | -0.75% | 11.26K | +0.16% | 3.25M | 174.68 | 0.10% | Share |
| 117 | VOE | Vanguard Mid-Ca... | 172.39 | +0.15% | 20.08K | +0.76% | 3.22M | 128.34 | 0.10% | Share |
| 118 | SCHF | Schwab Internat... | 23.20 | -0.42% | 161.4K | -3.5% | 3.19M | 18.28 | 0.10% | Share |
| 119 | VRTX | Vertex Pharmace... | 387.15 | -1.08% | 6.42K | +45.04% | 3.11M | 443.18 | 0.10% | Share |
| 120 | INTC | Intel Corporati... | 24.90 | -1.46% | 133.23K | +0.80% | 3.03M | 39.55 | 0.10% | Share |
| 121 | VBK | Vanguard Small ... | 300.10 | +0.02% | 11.62K | +4.16% | 2.93M | 220.06 | 0.09% | Share |
| 122 | SCHD | Schwab U.S. Div... | 27.46 | +0.16% | 104.65K | -0.42% | 2.93M | 24.33 | 0.09% | Share |
| 123 | AON | Aon plc | 358.14 | +0.44% | 7.31K | +0.40% | 2.92M | 346.2 | 0.09% | Share |
| 124 | KO | The Coca-Cola C... | 67.03 | +1.21% | 40.68K | +4.12% | 2.91M | 52.45 | 0.09% | Share |
| 125 | ADBE | Adobe Inc. | 361.91 | +2.60% | 7.5K | -6.98% | 2.88M | 308.06 | 0.09% | Share |
| 126 | RSMC | Rockefeller U.S... | 26.07 | -0.27% | 120.66K | 0.00% | 2.84M | 25.51 | 0.09% | Share |
| 127 | QCOM | QUALCOMM Incorp... | 165.20 | +0.65% | 18.5K | +6.60% | 2.84M | 132.5 | 0.09% | Share |
| 128 | VOT | Vanguard Mid-Ca... | 290.27 | -0.18% | 11.51K | +0.05% | 2.81M | 190.66 | 0.09% | Share |
| 129 | DIS | The Walt Disney... | 116.10 | +0.76% | 28.46K | +6.34% | 2.81M | 119.76 | 0.09% | Share |
| 130 | CRWD | CrowdStrike Hol... | 445.50 | +0.12% | 7.86K | +0.78% | 2.77M | 279.21 | 0.09% | Share |
| 131 | BSX | Boston Scientif... | 98.50 | -0.48% | 27.46K | +0.32% | 2.77M | 75.65 | 0.09% | Share |
| 132 | FTEC | Fidelity MSCI I... | 214.49 | -0.44% | 16.89K | -6.78% | 2.72M | 97.21 | 0.09% | Share |
| 133 | VB | Vanguard Small ... | 255.43 | +0.04% | 12.14K | +1.38% | 2.69M | 190.86 | 0.09% | Share |
| 134 | ADP | Automatic Data ... | 288.75 | +0.02% | 8.77K | -12.58% | 2.68M | 231.78 | 0.09% | Share |
| 135 | VNQ | Vanguard Real E... | 92.07 | -0.11% | 29.25K | -4.91% | 2.65M | 89.1 | 0.08% | Share |
| 136 | IWO | iShares Russell... | 315.02 | +0.29% | 10.14K | +2.03% | 2.59M | 151.06 | 0.08% | Share |
| 137 | SDY | SPDR S&P Divide... | 139.84 | +0.33% | 18.65K | +0.82% | 2.53M | 125.85 | 0.08% | Share |
| 138 | XLF | Financial Selec... | 54.08 | +0.97% | 50.54K | -4.63% | 2.52M | 34.04 | 0.08% | Share |
| 139 | RTX | RTX Corporation | 158.36 | -0.14% | 18.96K | +11.41% | 2.51M | 87.93 | 0.08% | Share |
| 140 | COF | Capital One Fin... | 225.53 | +0.50% | 13.8K | +1.54% | 2.47M | 160.73 | 0.08% | Share |
| 141 | IWS | iShares Russell... | 138.28 | -0.03% | 19.63K | -5.05% | 2.47M | 85.09 | 0.08% | Share |
| 142 | MAR | Marriott Intern... | 262.05 | -2.18% | 10.37K | +16.68% | 2.47M | 179.22 | 0.08% | Share |
| 143 | MMC | Marsh & McLenna... | 197.44 | +0.31% | 10.11K | +15.64% | 2.47M | 180.2 | 0.08% | Share |
| 144 | VDE | Vanguard Energy... | 126.71 | +0.17% | 18.91K | +0.73% | 2.45M | 88.2 | 0.08% | Share |
| 145 | CAT | Caterpillar Inc... | 450.61 | +2.26% | 7.43K | +0.30% | 2.45M | 284.44 | 0.08% | Share |
| 146 | FI | Fiserv, Inc. | 134.19 | +1.08% | 11.01K | +159.27% | 2.43M | 196.6 | 0.08% | Share |
| 147 | IVE | iShares S&P 500... | 203.59 | +0.34% | 12.71K | -9.43% | 2.42M | 134.17 | 0.08% | Share |
| 148 | INTU | Intuit Inc. | 662.68 | +1.75% | 3.88K | +9.26% | 2.38M | 548.49 | 0.08% | Share |
| 149 | GE | GE Aerospace | 289.62 | -1.14% | 11.87K | -1.12% | 2.38M | 104.35 | 0.08% | Share |
| 150 | ACWI | iShares MSCI AC... | 136.97 | -0.09% | 20.38K | -4.67% | 2.37M | 73.39 | 0.08% | Share |