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BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
-$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.2M
3
+$12.6M
4
FIG
Figma
FIG
+$12.2M
5
SBUX icon
Starbucks
SBUX
+$9.04M

Top Sells

1
+$48.5M
2
+$38.5M
3
+$38.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.3M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$31.2M

Sector Composition

1 Consumer Discretionary 35.55%
2 Technology 23.66%
3 Communication Services 4.73%
4 Financials 1.29%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
801
Dominion Energy
D
$60.9B
– –
-12,916
DAL icon
802
Delta Air Lines
DAL
$59.6B
– –
-36,509
DASH icon
803
DoorDash
DASH
$77.5B
– –
-23,144
DBMF icon
804
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.98B
– –
-10,375
DD icon
805
DuPont de Nemours
DD
$18.6B
– –
-31,828
DDEC icon
806
FT Vest US Equity Deep Buffer ETF December
DDEC
$423M
– –
-5,338
DDOG icon
807
Datadog
DDOG
$79.3B
– –
-6,248
DE icon
808
Deere & Co
DE
$162B
– –
-4,416
DELL icon
809
Dell
DELL
$280B
– –
-46,647
DERM icon
810
Journey Medical
DERM
$189M
– –
-16,842
DFAS icon
811
Dimensional US Small Cap ETF
DFAS
$15B
– –
-6,946
DFAT icon
812
Dimensional US Targeted Value ETF
DFAT
$14.1B
– –
-10,221
DFAW icon
813
Dimensional World Equity ETF
DFAW
$1.41B
– –
-5,102
DFIV icon
814
Dimensional International Value ETF
DFIV
$19.4B
– –
-11,706
DFSI
815
DELISTED
Dimensional International Sustainability Core 1 ETF
DFSI
– –
-70,495
DFSE
816
DELISTED
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
– –
-72,881
DFUV icon
817
Dimensional US Marketwide Value ETF
DFUV
$15.1B
– –
-27,807
DG icon
818
Dollar General
DG
$26.3B
– –
-7,588
DGRO icon
819
iShares Core Dividend Growth ETF
DGRO
$42.1B
– –
-8,228
DGX icon
820
Quest Diagnostics
DGX
$22.5B
– –
-2,548
DHI icon
821
D.R. Horton
DHI
$47.2B
– –
-5,614
DHR icon
822
Danaher
DHR
$134B
– –
-11,671
DIA icon
823
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
– –
-10,632
DIHP icon
824
Dimensional International High Profitability ETF
DIHP
$5.97B
– –
-7,806
DINO icon
825
HF Sinclair
DINO
$11.9B
– –
-19,169
31 32
33
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