Brighton Jones LLC

CIK Number: 0001360798

3.12B
Market Value
661
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AMZN Amazon.com, Inc...
220.03
-0.19% 4.04M +10.91% 885.48M 96.41 25.57%
2 MSFT Microsoft Corpo...
491.21
-0.17% 1.04M +60.73% 438.7M 281.62 12.67%
3 AAPL Apple Inc.
212.55
+2.28% 537.31K +14.78% 134.55M 108.07 3.89%
4 VTI Vanguard Total ...
305.50
+0.51% 315.16K +20.85% 91.34M 167.55 2.64%
5 DFAC Dimensional U.S...
36.26
+0.61% 1.75M +14.79% 60.52M 28.19 1.75%
6 IWB iShares Russell...
340.95
+0.47% 182.54K +3.40% 58.81M 110.63 1.70%
7 DUSB Dimensional ETF...
50.76
+0.03% 2M +14.08% 51M 25.29 1.47%
8 TMUS T-Mobile US, In...
237.46
-1.68% 203.81K +28.06% 44.99M 145.4 1.30%
9 NVDA NVIDIA Corporat...
157.33
+2.63% 324.9K +12.39% 43.63M 37.28 1.26%
10 DFAU Dimensional US ...
42.66
+0.55% 989.25K +11.03% 40.05M 32.53 1.16%
11 TSLA Tesla, Inc.
315.08
+4.78% 87.93K +11.82% 35.51M 159.34 1.03%
12 IWF iShares Russell...
423.68
+0.85% 85.51K -4.11% 34.34M 118.3 0.99%
13 SPY SPDR S&P 500 ET...
620.32
+0.43% 58.48K +4.77% 34.27M 359.79 0.99%
14 VGSR Vert Global Sus...
10.50
+0.19% 3.18M +7.33% 32.14M 9.95 0.93%
15 DFAI Dimensional Int...
34.66
+0.39% 1.07M +21.25% 31.34M 27.97 0.91%
16 VT Vanguard Total ...
129.09
+0.43% 255.37K +6.84% 30M 93.2 0.87%
17 IWV iShares Russell...
352.91
+0.53% 85.44K -0.38% 28.56M 122.32 0.82%
18 ORCL Oracle Corporat...
230.30
+5.18% 153.58K +189.30% 25.59M 151.09 0.74%
19 IVV iShares Core S&...
623.27
+0.42% 39.69K -4.08% 23.36M 290.11 0.67%
20 GOOG Alphabet Inc.
179.75
+1.61% 120.25K +5.63% 22.9M 108.29 0.66%
21 UNH UnitedHealth Gr...
307.66
-5.67% 44.25K +176.25% 22.38M 486.1 0.65%
22 BRK-A Berkshire Hatha...
719176.00
-1.91% 31 0.00% 21.11M 547611.65 0.61%
23 GOOGL Alphabet Inc.
178.57
+1.56% 110.33K +3.87% 20.89M 108.8 0.60%
24 META Meta Platforms,...
713.59
-0.78% 34.55K +1.68% 20.23M 273.49 0.58%
25 QQQ Invesco QQQ Tru...
550.86
+0.71% 38.35K +14.96% 19.6M 349.75 0.57%
26 ITOT iShares Core S&...
135.74
+0.55% 152.3K +4.57% 19.59M 61.22 0.57%
27 IWM iShares Russell...
221.01
+1.38% 87.73K +2.60% 19.39M 119.24 0.56%
28 VOO Vanguard 500 In...
570.22
+0.43% 34.52K +6.52% 18.6M 416.33 0.54%
29 COST Costco Wholesal...
982.26
-0.38% 19.82K +12.30% 18.17M 441.73 0.52%
30 EFA iShares MSCI EA...
89.52
+0.31% 236.46K +5.30% 17.88M 62.83 0.52%
31 BRK-B Berkshire Hatha...
479.65
-2.03% 39.35K -3.23% 17.84M 249.94 0.52%
32 PFE Pfizer Inc.
25.29
+1.00% 666.32K +1.28K% 17.68M 26.69 0.51%
33 SBUX Starbucks Corpo...
94.18
-0.78% 176.72K +86.47% 16.13M 83.29 0.47%
34 NKE NIKE, Inc.
76.52
+4.23% 202.41K +388.55% 15.32M 80.32 0.44%
35 RWO SPDR Dow Jones ...
44.45
-0.17% 355.54K +65.32% 15.25M 42.62 0.44%
36 APP AppLovin Corpor...
335.85
-0.25% 44.89K -40.61% 14.54M 54.83 0.42%
37 XOM Exxon Mobil Cor...
110.92
+1.54% 129.74K -0.76% 13.96M 82.94 0.40%
38 IOT Samsara Inc.
38.42
-1.89% 308.17K +100.00% 13.46M 43.69 0.39%
39 DLR Digital Realty ...
172.22
+0.56% 70.51K -0.7% 12.5M 142.03 0.36%
40 JPM JPMorgan Chase ...
291.76
+0.46% 48.73K +11.03% 11.68M 142.15 0.34%
41 VEA Vanguard Develo...
57.15
+0.32% 243.62K +79.17% 11.65M 46.54 0.34%
42 SOFI SoFi Technologi...
18.14
+2.86% 719.29K +2.03% 11.08M 6.34 0.32%
43 VV Vanguard Large ...
286.11
+0.37% 40.04K +119.31% 10.8M 207.49 0.31%
44 HD The Home Depot,...
372.00
-0.31% 26.92K +36.54% 10.47M 283.61 0.30%
45 SNOW Snowflake Inc.
217.07
+0.51% 61.88K +90.04% 9.56M 182.54 0.28%
46 PCAR PACCAR Inc
99.33
+1.15% 89K +0.33% 9.26M 47.3 0.27%
47 IWR iShares Russell...
93.15
+0.52% 104.52K +4.17% 9.24M 41.9 0.27%
48 ABNB Airbnb, Inc.
135.45
+0.03% 70.23K +5.32% 9.23M 131.18 0.27%
49 PEP PepsiCo, Inc.
136.47
+0.89% 59.39K +12.45% 9.03M 155.12 0.26%
50 WMT Walmart Inc.
97.50
-0.75% 98.15K +28.79% 8.87M 57.02 0.26%
51 RELY Remitly Global,...
18.23
-1.25% 388.96K -9.18% 8.78M 12.98 0.25%
52 CRM Salesforce, Inc...
268.97
-1.08% 25.67K +13.75% 8.58M 194.02 0.25%
53 LOW Lowe's Companie...
226.99
-0.72% 31.96K +119.66% 7.89M 203.25 0.23%
54 JNJ Johnson & Johns...
155.40
-0.33% 51.88K +13.90% 7.5M 140.14 0.22%
55 LLY Eli Lilly and C...
778.50
+0.34% 9.6K +21.99% 7.41M 394.96 0.21%
56 SCZ iShares MSCI EA...
72.81
+0.25% 118.92K +4.74% 7.22M 45.44 0.21%
57 VTV Vanguard Value ...
178.60
+0.02% 42.62K +7.87% 7.22M 123.66 0.21%
58 AMGN Amgen Inc.
296.83
+2.17% 27.47K +23.50% 7.16M 229.04 0.21%
59 VUG Vanguard Growth...
437.25
+0.75% 16.92K +5.42% 6.95M 227.21 0.20%
60 AVGO Broadcom Inc.
270.04
+2.00% 29.68K +21.85% 6.88M 102.67 0.20%
61 VO Vanguard Mid Ca...
282.18
+0.27% 26.03K +127.39% 6.88M 222.22 0.20%
62 IWD iShares Russell...
196.31
+0.14% 36.66K +8.85% 6.79M 144.07 0.20%
63 VIG Vanguard Divide...
206.39
+0.16% 34.56K +92.48% 6.77M 163.89 0.20%
64 PG The Procter & G...
161.00
-0.14% 40.07K +51.48% 6.72M 143.3 0.19%
65 LC LendingClub Cor...
12.47
+1.67% 411.07K -9.63% 6.66M 9.77 0.19%
66 V Visa Inc.
353.95
-0.43% 20.64K +50.05% 6.52M 209.31 0.19%
67 ACN Accenture plc
301.75
-0.29% 18.44K +36.24% 6.49M 248.3 0.19%
68 VXUS Vanguard Total ...
69.33
+0.31% 109.19K +211.03% 6.43M 57.21 0.19%
69 RDDT Reddit, Inc.
159.24
+4.60% 38.61K -12.18% 6.31M 65.92 0.18%
70 ALK Alaska Air Grou...
50.77
+1.11% 96.93K +2.05K% 6.28M 63.7 0.18%
71 SYY Sysco Corporati...
77.72
+0.46% 81.86K -20.7% 6.26M 84.57 0.18%
72 CMCSA Comcast Corpora...
35.83
-1.36% 166.26K +150.86% 6.24M 39.65 0.18%
73 ABT Abbott Laborato...
134.07
-1.61% 51.72K +10.12% 5.85M 104.64 0.17%
74 AMD Advanced Micro ...
138.42
+1.70% 45.96K +178.22% 5.55M 107.85 0.16%
75 COMP Compass, Inc.
6.32
-0.39% 939.32K -0.03% 5.5M 3.64 0.16%
76 EFG iShares MSCI EA...
111.59
+0.24% 53.98K +2.40% 5.23M 68.14 0.15%
77 SCHB Schwab U.S. Bro...
23.95
+0.52% 228.63K +1.21K% 5.19M 21.27 0.15%
78 DIA SPDR Dow Jones ...
444.62
-0.06% 12.05K +10.20% 5.13M 351.08 0.15%
79 EEM iShares MSCI Em...
48.51
+0.37% 118.59K +1.66% 4.96M 43.72 0.14%
80 SCHX Schwab U.S. Lar...
24.57
+0.43% 211.33K +198.53% 4.9M 16.85 0.14%
81 IJH iShares Core S&...
63.41
+0.98% 77.67K +4.23% 4.84M 50.48 0.14%
82 SGOV iShares 0-3 Mon...
100.38
0.00% 47.95K +100.00% 4.81M 100.32 0.14%
83 NFLX Netflix, Inc.
1284.01
-0.74% 5.39K +5.01% 4.8M 351.11 0.14%
84 BAC Bank of America...
48.67
+1.09% 108.87K +30.03% 4.78M 31.13 0.14%
85 WFC Wells Fargo & C...
82.36
+1.06% 66.23K +62.35% 4.65M 59.07 0.13%
86 IBM International B...
287.37
-1.32% 21.01K +12.43% 4.62M 159.5 0.13%
87 VBR Vanguard Small ...
200.68
+1.06% 23.24K +1.95% 4.61M 143.88 0.13%
88 IVW iShares S&P 500...
109.78
+0.74% 45.03K -4.59% 4.57M 49.58 0.13%
89 UBER Uber Technologi...
92.02
-0.12% 74.46K +3.44% 4.49M 66.16 0.13%
90 CSCO Cisco Systems, ...
68.58
-0.76% 74.19K +49.50% 4.39M 50.64 0.13%
91 EMXC iShares MSCI Em...
63.77
+0.77% 78.79K +13.29% 4.37M 46.75 0.13%
92 DFSU Dimensional US ...
39.65
+0.25% 114.22K +20.95% 4.33M 31.71 0.13%
93 HON Honeywell Inter...
239.15
+0.16% 19.05K +9.06% 4.3M 202.95 0.12%
94 FSBC Five Star Banco...
29.79
+0.98% 141.34K 0.00% 4.25M 21.81 0.12%
95 ABBV AbbVie Inc.
190.66
+0.35% 22.91K +17.43% 4.07M 128.87 0.12%
96 CVX Chevron Corpora...
147.83
+1.55% 28.05K -4.32% 4.06M 128.68 0.12%
97 RSG Republic Servic...
237.52
-2.92% 19.82K +75.80% 3.99M 166.62 0.12%
98 EVH Evolent Health,...
11.64
+0.09% 349.11K +100.00% 3.93M 11.25 0.11%
99 KLAC KLA Corporation
920.21
+2.38% 6.14K -16.63% 3.87M 742.38 0.11%
100 BA The Boeing Comp...
211.91
+1.01% 21.62K -0.88% 3.83M 231.99 0.11%
101 MRK Merck & Co., In...
82.28
+0.57% 38.28K +29.46% 3.81M 80.29 0.11%
102 VWO Vanguard Emergi...
49.80
+0.27% 81.64K +50.13% 3.6M 46 0.10%
103 MA Mastercard Inco...
561.23
-0.6% 6.82K +42.29% 3.59M 384.37 0.10%
104 ADBE Adobe Inc.
378.44
-3.48% 8.07K +2.11% 3.59M 308.06 0.10%
105 IJR iShares Core S&...
112.47
+1.36% 29.94K +24.30% 3.45M 99.11 0.10%
106 FTEC Fidelity MSCI I...
197.78
+1.28% 18.11K +8.75% 3.35M 97.21 0.10%
107 VOE Vanguard Mid-Ca...
166.95
+0.26% 19.93K +36.86% 3.22M 128.1 0.09%
108 MDT Medtronic plc
88.40
-0.39% 39.99K +1.37K% 3.19M 81.09 0.09%
109 TXN Texas Instrumen...
215.57
+2.43% 16.84K +33.42% 3.16M 159.11 0.09%
110 VBK Vanguard Small ...
278.64
+0.77% 11.16K +1.29% 3.13M 218.74 0.09%
111 IEFA iShares Core MS...
83.53
+0.26% 44.04K -2.16% 3.1M 70.12 0.09%
112 SCHF Schwab Internat...
22.14
+0.34% 167.26K +548.36% 3.09M 18.28 0.09%
113 RSMC Rockefeller U.S...
26.16
+0.61% 120.66K +100.00% 3.08M 25.51 0.09%
114 IEMG iShares Core MS...
60.31
+0.37% 57.3K +9.03% 2.99M 51.24 0.09%
115 DIS The Walt Disney...
122.94
-0.45% 26.77K +7.66% 2.98M 121.1 0.09%
116 WRB W. R. Berkley C...
70.72
-2.94% 50.5K +75.56% 2.96M 53.87 0.09%
117 ADP Automatic Data ...
305.00
-1.65% 10.03K +92.14% 2.93M 231.78 0.08%
118 NOW ServiceNow, Inc...
1009.39
-0.25% 2.75K +1.10% 2.92M 549.03 0.08%
119 VOT Vanguard Mid-Ca...
283.81
+0.29% 11.5K +30.28% 2.92M 190.63 0.08%
120 VB Vanguard Small ...
241.67
+0.93% 11.98K +36.45% 2.88M 190.44 0.08%
121 SCHD Schwab U.S. Div...
27.30
+0.92% 105.09K +404.58% 2.87M 24.33 0.08%
122 IWO iShares Russell...
288.53
+1.16% 9.94K -3.46% 2.86M 148.94 0.08%
123 LIN Linde plc
477.14
+0.08% 6.57K +100.00% 2.75M 418.67 0.08%
124 VNQ Vanguard Real E...
89.91
+0.22% 30.76K +59.45% 2.74M 89.1 0.08%
125 GLD SPDR Gold Share...
309.24
+0.55% 11.25K +20.37% 2.72M 174.5 0.08%
126 MCD McDonald's Corp...
294.44
-1.02% 9.29K +21.59% 2.69M 222.62 0.08%
127 BND Vanguard Total ...
73.24
-0.13% 37.42K +99.63% 2.69M 73.37 0.08%
128 CAT Caterpillar Inc...
398.40
+1.91% 7.41K +51.51% 2.69M 284.31 0.08%
129 IVE iShares S&P 500...
197.57
+0.14% 14.03K +0.80% 2.68M 134.17 0.08%
130 IWS iShares Russell...
134.52
+0.58% 20.67K +0.98% 2.67M 85.09 0.08%
131 CRWD CrowdStrike Hol...
496.16
+0.83% 7.8K +44.88% 2.67M 278.64 0.08%
132 QCOM QUALCOMM Incorp...
162.28
+1.81% 17.36K +116.60% 2.67M 131.11 0.08%
133 INTC Intel Corporati...
21.86
-4.35% 132.18K -4.92% 2.65M 39.69 0.08%
134 AON Aon plc
351.17
-1.61% 7.28K -13.77% 2.61M 345.99 0.08%
135 PLTR Palantir Techno...
132.02
+1.03% 33.92K +59.50% 2.57M 38.79 0.07%
136 XLF Financial Selec...
52.58
-0.15% 53K +11.87% 2.56M 34.04 0.07%
137 ACWI iShares MSCI AC...
129.03
+0.39% 21.37K -4.73% 2.51M 73.39 0.07%
138 MAR Marriott Intern...
277.64
-0.15% 8.89K +2.51% 2.48M 169.39 0.07%
139 BSX Boston Scientif...
103.47
-1.25% 27.38K +0.83% 2.45M 75.57 0.07%
140 IWP iShares Russell...
138.23
+0.40% 19.28K -18.98% 2.44M 55.33 0.07%
141 SDY SPDR S&P Divide...
138.56
+0.36% 18.5K +404.50% 2.44M 125.77 0.07%
142 KO The Coca-Cola C...
70.89
-1.09% 39.07K +13.31% 2.43M 51.66 0.07%
143 COF Capital One Fin...
218.96
+1.76% 13.59K +330.10% 2.42M 160.45 0.07%
144 USB U.S. Bancorp
47.48
+2.13% 48.27K +323.05% 2.31M 47.31 0.07%
145 TMO Thermo Fisher S...
427.45
+1.42% 4.41K +28.88% 2.29M 412.36 0.07%
146 TT Trane Technolog...
432.90
-0.29% 6.19K +60.01% 2.29M 215.63 0.07%
147 VDE Vanguard Energy...
121.90
+1.63% 18.78K +1.66% 2.28M 87.9 0.07%
148 SHOP Shopify Inc.
114.85
+1.93% 21.18K +2.84% 2.25M 66.69 0.07%
149 INTU Intuit Inc.
773.66
-0.76% 3.55K +61.31% 2.23M 542.42 0.06%
150 SIXA ETC 6 Meridian ...
48.78
+0.09% 50.38K 0.00% 2.23M 35.08 0.06%