BJL

Brighton Jones LLC Portfolio holdings

AUM $4.17B
1-Year Est. Return 23.24%
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1 +$8.75M
2 +$7.11M
3 +$6.18M
4
RDDT icon
Reddit
RDDT
+$4.43M
5
MAR icon
Marriott International
MAR
+$4.08M

Top Sells

1 +$29.8M
2 +$13.5M
3 +$6.62M
4
ALK icon
Alaska Air
ALK
+$3.62M
5
MDT icon
Medtronic
MDT
+$2.97M

Sector Composition

1 Consumer Discretionary 26.74%
2 Technology 20.55%
3 Financials 5.02%
4 Communication Services 4.08%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
1
Amazon
AMZN
$2.27T
$847M 22.95%
3,862,742
-61,431
MSFT icon
2
Microsoft
MSFT
$3.82T
$362M 9.81%
728,693
-59,929
AAPL icon
3
Apple
AAPL
$3.74T
$109M 2.95%
530,470
+15,885
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$543B
$84.6M 2.29%
278,465
-4,060
NVDA icon
5
NVIDIA
NVDA
$4.46T
$69.6M 1.88%
440,295
+55,394
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
$68.2M 1.85%
1,901,625
+86,806
IWB icon
7
iShares Russell 1000 ETF
IWB
$44.7B
$60.4M 1.63%
177,798
-629
DFGR icon
8
Dimensional Global Real Estate ETF
DFGR
$2.76B
$59.5M 1.61%
2,219,008
+109,482
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$58.6M 1.59%
1,883,911
+61,237
DFAI icon
10
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$43.6M 1.18%
1,260,981
+69,711
DCOR icon
11
Dimensional US Core Equity 1 ETF
DCOR
$2.11B
$43.1M 1.17%
644,970
+106,296
DFAU icon
12
Dimensional US Core Equity Market ETF
DFAU
$9.34B
$40.7M 1.1%
961,273
+21,052
VT icon
13
Vanguard Total World Stock ETF
VT
$54.2B
$37.2M 1.01%
289,399
+13,912
TMUS icon
14
T-Mobile US
TMUS
$258B
$36.9M 1%
154,909
-6,207
SPY icon
15
SPDR S&P 500 ETF Trust
SPY
$660B
$35.7M 0.97%
57,803
+2,941
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$122B
$35.5M 0.96%
83,580
-1,077
VGSR icon
17
Vert Global Sustainable Real Estate ETF
VGSR
$446M
$34.2M 0.93%
3,274,148
+36,382
IWV icon
18
iShares Russell 3000 ETF
IWV
$17.1B
$29.3M 0.79%
83,353
+1,218
META icon
19
Meta Platforms (Facebook)
META
$1.8T
$28.8M 0.78%
39,087
-209
DFEM icon
20
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.39B
$28.7M 0.78%
965,303
+47,940
IVV icon
21
iShares Core S&P 500 ETF
IVV
$660B
$28.6M 0.77%
45,994
+3,977
TSLA icon
22
Tesla
TSLA
$1.46T
$27.4M 0.74%
86,397
+1,347
COST icon
23
Costco
COST
$415B
$24.1M 0.65%
24,309
+1,930
EFA icon
24
iShares MSCI EAFE ETF
EFA
$68.2B
$22.2M 0.6%
248,064
+13,274
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$22.2M 0.6%
45,641
+3,662