BJL
Brighton Jones LLC Portfolio holdings
AUM
$4.17B
1-Year Est. Return
23.24%
1 Year Est. Return
+23.24%
AUM
$4.17B
AUM Growth
+$479M
(+13%)
Holding
1,064
Top Buys
| 1 | +$18.9M | |
| 2 | +$14.8M | |
| 3 | +$12.5M | |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$10.5M |
| 5 |
Tesla
TSLA
|
+$10.1M |
Top Sells
| 1 | +$9.35M | |
| 2 | +$7.2M | |
| 3 | +$5.5M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.82M |
| 5 |
T-Mobile US
TMUS
|
+$1.15M |
Sector Composition
| 1 | Consumer Discretionary | 25.2% |
| 2 | Technology | 20.61% |
| 3 | Financials | 5.41% |
| 4 | Communication Services | 4.46% |
| 5 | Healthcare | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Mid-Cap ETF
VO
$87.5B
| $7.09M | 0.17% |
24,129
-3,093
|
|
||
77
Advanced Micro Devices
AMD
$378B
| $6.97M | 0.17% |
43,088
+1,927
|
|
||
78
iShares Russell 1000 Value ETF
IWD
$64.4B
| $6.94M | 0.17% |
34,090
+280
|
|
||
79
Netflix
NFLX
$510B
| $6.8M | 0.16% |
5,675
+152
|
|
||
80
Bank of America
BAC
$376B
| $6.66M | 0.16% |
129,189
+14,697
|
|
||
81
Dell
DELL
$100B
| $6.61M | 0.16% |
46,647
+41,232
|
|
||
82
AbbVie
ABBV
$406B
| $6.61M | 0.16% |
28,557
+537
|
|
||
83
Marriott International
MAR
$70.8B
| $6.6M | 0.16% |
25,346
+26
|
|
||
84
iShares S&P 500 Growth ETF
IVW
$65.8B
| $6.52M | 0.16% |
54,045
+523
|
|
||
85
Sysco
SYY
$38.2B
| $6.44M | 0.15% |
78,160
-12,178
|
|
||
86
DoorDash
DASH
$112B
| $6.29M | 0.15% |
23,144
+5,835
|
|
||
87
GE Aerospace
GE
$318B
| $6.28M | 0.15% |
20,888
+3,644
|
|
||
88
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| $6.26M | 0.15% |
117,208
+195
|
|
||
89
LendingClub
LC
$1.77B
| $6.25M | 0.15% |
411,329
+146
|
|
||
90
iShares MSCI EAFE Growth ETF
EFG
$11.5B
| $6.13M | 0.15% |
53,809
-2
|
|
||
91
Merck
MRK
$212B
| $6.12M | 0.15% |
72,969
+20,086
|
|
||
92
KLA
KLAC
$146B
| $5.97M | 0.14% |
5,538
-367
|
|
||
93
Arista Networks
ANET
$180B
| $5.9M | 0.14% |
40,520
+3,611
|
|
||
94
Schwab US Large- Cap ETF
SCHX
$60.7B
| $5.82M | 0.14% |
220,868
+720
|
|
||
95
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| $5.79M | 0.14% |
88,791
-2,008
|
|
||
96
Wells Fargo
WFC
$262B
| $5.79M | 0.14% |
69,028
-166
|
|
||
97
Cisco
CSCO
$277B
| $5.66M | 0.14% |
82,687
+8,786
|
|
||
98
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| $5.43M | 0.13% |
80,430
-243
|
|
||
99
Palantir
PLTR
$423B
| $5.42M | 0.13% |
29,738
+8,311
|
|
||
100
Remitly
RELY
$3.21B
| $5.42M | 0.13% |
332,570
+45
|
|