Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 630
- 較 2023 年第 4 季 +49
- 總值
- $27.7 億
- 較 2023 年第 4 季 +$4.00 億 (+16.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,973,243 | $7.17 億 | 25.8% | +199,555+5.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 880,471 | $3.70 億 | 13.4% | +163,237+22.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 514,109 | $8,816 萬 | 3.2% | −11,574−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 287,730 | $7,478 萬 | 2.7% | −4,594−1.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 181,603 | $5,231 萬 | 1.9% | −809−0.4% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,570,668 | $5,018 萬 | 1.8% | −6,200−0.4% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 265,067 | $4,326 萬 | 1.6% | −21,559−7.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,335,759 | $3,573 萬 | 1.3% | +15,469+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,395,398 | $3,562 萬 | 1.3% | +137,256+10.9% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 915,748 | $3,346 萬 | 1.2% | +88,932+10.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 34,401 | $3,108 萬 | 1.1% | +1,205+3.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 88,136 | $2,971 萬 | 1.1% | +2,277+2.7% | 加碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 2,793,065 | $2,739 萬 | 1.0% | +98,802+3.7% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 87,059 | $2,612 萬 | 0.9% | −612−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,288 | $2,578 萬 | 0.9% | −682−1.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 227,885 | $2,518 萬 | 0.9% | +21,188+10.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 784,563 | $2,371 萬 | 0.9% | +63,744+8.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 39,184 | $2,060 萬 | 0.7% | +225+0.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 155,607 | $1,955 萬 | 0.7% | +83,209+114.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 202,691 | $1,905 萬 | 0.7% | +12,116+6.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 125,036 | $1,904 萬 | 0.7% | +6,230+5.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 233,112 | $1,862 萬 | 0.7% | −2,778−1.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,629 | $1,822 萬 | 0.7% | −360−0.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 37,075 | $1,800 萬 | 0.6% | −2,453−6.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 152,268 | $1,756 萬 | 0.6% | −254−0.2% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 251,123 | $1,738 萬 | 0.6% | −79,720−24.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 146,381 | $1,702 萬 | 0.6% | −3,495−2.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 109,638 | $1,655 萬 | 0.6% | −324−0.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 34,100 | $1,639 萬 | 0.6% | +16,599+94.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 36,978 | $1,555 萬 | 0.6% | +4,839+15.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 609,979 | $1,555 萬 | 0.6% | +10,280+1.7% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 88,096 | $1,453 萬 | 0.5% | −30,414−25.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 18,604 | $1,363 萬 | 0.5% | +1,877+11.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 148,302 | $1,355 萬 | 0.5% | +11,903+8.7% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 81,185 | $1,312 萬 | 0.5% | −5,667−6.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 29,285 | $1,300 萬 | 0.5% | +1,327+4.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 72,529 | $1,275 萬 | 0.5% | +11,826+19.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 290,616 | $1,244 萬 | 0.4% | +7,337+2.6% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 436,649 | $1,111 萬 | 0.4% | +24,939+6.1% | 加碼 | – |
| PCARPaccar Inc | COM | 88,175 | $1,092 萬 | 0.4% | +190.0% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 71,320 | $1,027 萬 | 0.4% | +63,974+870.9% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 393,687 | $973.2 萬 | 0.4% | +32,708+9.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 37,919 | $909.2 萬 | 0.3% | +438+1.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 11,448 | $890.6 萬 | 0.3% | +1,774+18.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 17,844 | $882.8 萬 | 0.3% | −160−0.9% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 108,445 | $880.4 萬 | 0.3% | −10,858−9.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 103,479 | $870.2 萬 | 0.3% | +3,221+3.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 22,321 | $856.2 萬 | 0.3% | +286+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 41,771 | $836.7 萬 | 0.3% | +1,122+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,329 | $823.1 萬 | 0.3% | −1,542−5.3% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 182,732 | $792.1 萬 | 0.3% | +40,311+28.3% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 364,915 | $756.8 萬 | 0.3% | −6,967−1.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 116,676 | $738.9 萬 | 0.3% | −3,593−3.0% | 減碼 | – |
| INTCIntel Corp | Stock | 165,781 | $732.3 萬 | 0.3% | −5,907−3.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 24,028 | $683.2 萬 | 0.2% | +552+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,220 | $655.0 萬 | 0.2% | −793−1.9% | 減碼 | – |
| ALKAlaska Air Group, Inc. | COM | 151,865 | $652.9 萬 | 0.2% | +112,917+289.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,716 | $642.5 萬 | 0.2% | +308+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 108,922 | $638.8 萬 | 0.2% | +47,435+77.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 10,391 | $631.1 萬 | 0.2% | +237+2.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 18,117 | $627.9 萬 | 0.2% | +234+1.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 124,792 | $626.1 萬 | 0.2% | +1,880+1.5% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 98,702 | $595.2 萬 | 0.2% | +2,907+3.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 33,170 | $594.1 萬 | 0.2% | +244+0.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 36,392 | $575.7 萬 | 0.2% | +1,362+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,601 | $571.4 萬 | 0.2% | −1,061−6.0% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,461 | $554.9 萬 | 0.2% | −285−0.5% | 減碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 714,375 | $521.5 萬 | 0.2% | +29,315+4.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 19,224 | $489.7 萬 | 0.2% | −42−0.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 115,758 | $475.5 萬 | 0.2% | −123−0.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,473 | $469.6 萬 | 0.2% | −103−0.4% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 26,151 | $457.7 萬 | 0.2% | +1,298+5.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,168 | $457.0 萬 | 0.2% | +6,144+27.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 75,253 | $452.8 萬 | 0.2% | +5,047+7.2% | 加碼依 3 比 1 拆股換算 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $444.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 56,746 | $436.9 萬 | 0.2% | +38,904+218.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 10,907 | $433.8 萬 | 0.2% | +60+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 23,861 | $430.7 萬 | 0.2% | −213−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,396 | $414.3 萬 | 0.1% | +200+0.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 48,266 | $407.6 萬 | 0.1% | +1,169+2.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,485 | $403.8 萬 | 0.1% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| ADBEAdobe Inc. | Stock | 7,984 | $402.9 萬 | 0.1% | +80+1.0% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 69,893 | $402.4 萬 | 0.1% | +337+0.5% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 454,817 | $399.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 20,471 | $395.1 萬 | 0.1% | +598+3.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,850 | $386.5 萬 | 0.1% | +708+5.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,314 | $371.7 萬 | 0.1% | +457+5.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,810 | $365.6 萬 | 0.1% | −843−4.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,091 | $364.2 萬 | 0.1% | +765+3.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,244 | $350.4 萬 | 0.1% | +2,387+14.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 56,877 | $347.2 萬 | 0.1% | +220+0.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 68,725 | $343.0 萬 | 0.1% | −9,723−12.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 90,305 | $342.4 萬 | 0.1% | −1,990−2.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 122,276 | $339.3 萬 | 0.1% | +60,956+99.4% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 939,320 | $338.2 萬 | 0.1% | +939,320 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,506 | $334.3 萬 | 0.1% | −1,261−6.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,064 | $329.9 萬 | 0.1% | −98−0.5% | 減碼 | – |
| DISWalt Disney Co | Stock | 26,298 | $321.8 萬 | 0.1% | +145+0.6% | 加碼 | 歷史 |
| FSBCFive Star Bancorp | COM | 142,655 | $321.0 萬 | 0.1% | −2,500−1.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,347 | $311.1 萬 | 0.1% | +247+11.8% | 加碼 | 歷史 |
2023 年第 4 季之後清倉（30 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GTLBGitlab Inc. | CLASS A COM | 99,719 | $627.8 萬 | 0.3% | 歷史 |
| Exchange Traded Concepts Tr301505699 | 6 MERIDIAN LOW | 33,116 | $109.7 萬 | <0.1% | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,677 | $43.5 萬 | <0.1% | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 4,396 | $41.2 萬 | <0.1% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 6,815 | $35.1 萬 | <0.1% | – |
| VNOVornado Realty Trust | SH BEN INT | 11,614 | $32.8 萬 | <0.1% | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 13,400 | $31.4 萬 | <0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 13,446 | $27.8 萬 | <0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,291 | $27.0 萬 | <0.1% | – |
| BLDRBuilders FirstSource, Inc. | Stock | 1,579 | $26.4 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,079 | $25.5 萬 | <0.1% | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 4,536 | $24.5 萬 | <0.1% | – |
| DDOGDatadog, Inc. | CL A COM | 1,978 | $24.0 萬 | <0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,306 | $23.9 萬 | <0.1% | 歷史 |
| CWCOConsolidated Water Co. Ltd. | ORD | 6,164 | $21.9 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 4,132 | $21.7 萬 | <0.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,450 | $21.6 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 470 | $21.5 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,123 | $21.0 萬 | <0.1% | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,848 | $21.0 萬 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 882 | $21.0 萬 | <0.1% | 歷史 |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 8,173 | $20.9 萬 | <0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,271 | $20.8 萬 | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 3,276 | $20.3 萬 | <0.1% | – |
| URIUnited Rentals, Inc. | COM | 349 | $20.0 萬 | <0.1% | 歷史 |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 19,737 | $9.93 萬 | <0.1% | – |
| LUMNLumen Technologies, Inc. | Stock | 14,575 | $2.67 萬 | <0.1% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 20,765 | $1.55 萬 | <0.1% | 歷史 |
| DocuSign, Inc.256163AD8 | NOTE 1/1 | 12,000 | $1.19 萬 | <0.1% | – |
| NVTAInvitae Corp | COM | 16,831 | $1.05 萬 | <0.1% | 歷史 |