$777 Million is the total value of BRIGHTON JONES LLC's 299 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 26.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMJ | Buy | JPMorgan Alerian MLP Idxalerian ml etn | $85,456,000 | +16.9% | 3,215,051 | +5.5% | 11.00% | +9.1% |
| MLPI | Buy | Ubs Ag Jersey Brh E Tracs Lkd To Alerianalerian infrst | $25,509,000 | +18.5% | 1,112,951 | +9.2% | 3.28% | +10.6% |
| IWM | Buy | iShares Russell 2000 Indexrussell 2000 etf | $19,044,000 | +8.3% | 116,283 | +0.4% | 2.45% | +1.2% |
| ITOT | Buy | iShares Core S&P Total US Stock Mktcore s&p ttl stk | $12,223,000 | +9.9% | 195,499 | +6.3% | 1.57% | +2.5% |
| AAPL | Buy | Apple Computer Inc | $11,777,000 | +12.3% | 63,623 | +1.8% | 1.52% | +4.9% |
| SPY | Buy | SPDR S&P 500 Indextr unit | $7,459,000 | +16.0% | 27,495 | +12.6% | 0.96% | +8.4% |
| EFG | Buy | iShares MSCI EAFE Growth Indexeafe grwth etf | $6,572,000 | +1.5% | 83,396 | +3.5% | 0.85% | -5.3% |
| BLUE | Buy | Bluebird Bio Inc Com Usd0.01 | $4,029,000 | -8.1% | 25,669 | +0.0% | 0.52% | -14.1% |
| PCAR | Buy | Paccar Inc | $3,138,000 | -6.3% | 50,639 | +0.0% | 0.40% | -12.6% |
| WFC | Buy | Wells Fargo | $2,846,000 | +12.4% | 51,335 | +6.2% | 0.37% | +4.9% |
| JPM | Buy | JP Morgan Chase & Co | $2,732,000 | +4.1% | 26,223 | +9.9% | 0.35% | -2.8% |
| NKE | Buy | Nike Inccl b | $2,643,000 | +22.9% | 33,176 | +2.5% | 0.34% | +14.5% |
| XOM | Buy | Exxon Mobil Corporation | $2,584,000 | +28.0% | 31,236 | +15.5% | 0.33% | +19.8% |
| IWP | Buy | iShares Russell Midcap Growth Indexrus md cp gr etf | $2,357,000 | +18.1% | 18,596 | +14.6% | 0.30% | +10.2% |
| JNJ | Buy | Johnson & Johnson | $2,345,000 | -2.2% | 19,327 | +3.3% | 0.30% | -8.8% |
| ACWI | Buy | iShares MSCI ACWI ETFmsci acwi etf | $2,293,000 | +22.6% | 32,240 | +23.6% | 0.30% | +14.3% |
| ACN | Buy | Accenture Plc Cls A Usd0.0000225 | $2,290,000 | +9.5% | 13,996 | +2.7% | 0.30% | +2.4% |
| ADBE | Buy | Adobe Systems Inc | $2,187,000 | +14.0% | 8,971 | +1.1% | 0.28% | +6.8% |
| TIP | Buy | iShares Barclays TIPS Bondtips bd etf | $2,148,000 | +13.7% | 19,030 | +13.9% | 0.28% | +6.5% |
| BA | Buy | Boeing Co | $2,151,000 | +3.0% | 6,412 | +0.7% | 0.28% | -3.8% |
| VB | Buy | Vanguard Small Capsmall cp etf | $2,036,000 | +6.9% | 13,082 | +0.9% | 0.26% | -0.4% |
| V | Buy | Visa Inc | $1,929,000 | +18.3% | 14,561 | +6.9% | 0.25% | +10.2% |
| VBR | Buy | Vanguard Small Cap Valuesm cp val etf | $1,841,000 | +17.3% | 13,559 | +11.9% | 0.24% | +9.7% |
| SCHB | Buy | Schwab US Broad Marketus brd mkt etf | $1,835,000 | +36.0% | 27,809 | +31.5% | 0.24% | +26.9% |
| LC | Buy | Lendingclub Corp Com Isin us52603a1097 | $1,826,000 | +31.2% | 481,867 | +21.1% | 0.24% | +22.4% |
| COST | Buy | Costco Wholesale Corp | $1,812,000 | +43.6% | 8,671 | +29.5% | 0.23% | +33.9% |
| CVX | Buy | ChevronTexaco Corp | $1,809,000 | +29.1% | 14,307 | +16.4% | 0.23% | +20.7% |
| MMM | Buy | 3M Company | $1,676,000 | +4.6% | 8,518 | +16.6% | 0.22% | -2.3% |
| T | Buy | AT&T Corp | $1,645,000 | +111.7% | 51,227 | +48.9% | 0.21% | +98.1% |
| GOOG | Buy | Alphabet Inc Class Ccap stk cl c | $1,577,000 | +18.0% | 1,413 | +9.1% | 0.20% | +10.3% |
| IBM | Buy | International Business Machines | $1,569,000 | -0.4% | 11,229 | +9.3% | 0.20% | -6.9% |
| VSS | Buy | Vanguard Intl Equity Index Fdsftse All Wftse smcap etf | $1,555,000 | -3.0% | 13,477 | +0.2% | 0.20% | -9.5% |
| MRK | Buy | Merck | $1,553,000 | +22.2% | 25,584 | +9.6% | 0.20% | +14.3% |
| SFIX | New | Stitch Fix Inc | $1,503,000 | – | 54,757 | +100.0% | 0.19% | – |
| RWO | Buy | Spdr Index Shs Fds Dj Wilshire Global Redj glb rl es etf | $1,499,000 | +27.5% | 31,163 | +22.6% | 0.19% | +19.1% |
| VOO | Buy | Vanguard S&P 500 | $1,460,000 | +26.6% | 5,853 | +22.9% | 0.19% | +18.2% |
| PFE | Buy | Pfizer Incorporated | $1,430,000 | +31.9% | 39,419 | +29.0% | 0.18% | +23.5% |
| GOOGL | Buy | Alphabet Inc Class Acap stk cl a | $1,424,000 | +9.5% | 1,261 | +0.6% | 0.18% | +2.2% |
| SDY | Buy | Spdr Ser Tr S&P Divid Etfs&p divid etf | $1,424,000 | +3.3% | 15,365 | +1.6% | 0.18% | -3.7% |
| ISRG | Buy | Intuitive Surgical Inc | $1,407,000 | +35.0% | 2,940 | +16.5% | 0.18% | +25.7% |
| PEP | Buy | PepsiCo Incorporated | $1,388,000 | +49.1% | 12,751 | +49.6% | 0.18% | +39.8% |
| VTV | Buy | Vanguard Valuevalue etf | $1,372,000 | +3.5% | 13,212 | +2.8% | 0.18% | -3.3% |
| STX | Buy | Seagate Technology Plc | $1,359,000 | +6.4% | 24,062 | +10.2% | 0.18% | -0.6% |
| ORCL | Buy | Oracle Corporation | $1,239,000 | +0.3% | 28,125 | +4.2% | 0.16% | -6.5% |
| WW | Buy | Weight Watchers Intl Inc | $1,206,000 | +87.0% | 11,931 | +17.8% | 0.16% | +74.2% |
| VNQI | Buy | Vanguard Glbl ex-US Real Estateglb ex us etf | $1,125,000 | -4.4% | 19,378 | +0.3% | 0.14% | -10.5% |
| IVW | Buy | iShares S&P 500 Growths&p 500 grwt etf | $1,098,000 | +24.2% | 6,751 | +18.5% | 0.14% | +15.6% |
| Z | Buy | Zillow Inc Com Usd0.0001cl c cap stk | $1,019,000 | +10.9% | 17,249 | +1.0% | 0.13% | +3.1% |
| ETSY | Buy | Etsy Inc Com | $1,013,000 | +115.5% | 24,022 | +43.5% | 0.13% | +100.0% |
| VEU | Buy | Vanguard FTSE All-World ex-USallwrld ex us | $1,006,000 | -1.6% | 19,401 | +3.2% | 0.13% | -7.8% |
| CRM | Buy | Salesforce Com | $994,000 | +70.2% | 7,286 | +45.1% | 0.13% | +58.0% |
| ALGN | Buy | Align Technology Inc | $992,000 | +43.8% | 2,898 | +5.5% | 0.13% | +34.7% |
| WWE | Buy | WORLD WRESTLING ENTERTAINMENT INC CLASS Acl a | $982,000 | +194.0% | 13,480 | +45.2% | 0.13% | +173.9% |
| ALK | Buy | Alaska Air Group Inc | $979,000 | +119.0% | 16,219 | +124.8% | 0.13% | +103.2% |
| JWN | Buy | Nordstrom Inc | $964,000 | +7.3% | 18,625 | +0.4% | 0.12% | 0.0% |
| IGIB | Buy | Ishares Intermediate Credit Bond Etfintrmd cr bd etf | $967,000 | -0.2% | 9,102 | +0.7% | 0.12% | -7.5% |
| SPAB | New | SPDR SERIES TRUST PORTFOLIO AG RGTE ETFportfolio agrgte | $946,000 | – | 33,913 | +100.0% | 0.12% | – |
| BND | Buy | Vanguard Total Bd Mkttotal bnd mrkt | $887,000 | +2.0% | 11,196 | +2.9% | 0.11% | -5.0% |
| VBK | Buy | Vanguard Index Fds Vanguard Small Cap Grsml cp grw etf | $868,000 | +41.8% | 4,940 | +32.4% | 0.11% | +33.3% |
| XLF | Buy | SPDR S&P Financial Select Sectorsbi int-finl | $850,000 | +9.7% | 31,973 | +13.8% | 0.11% | +1.9% |
| CBRL | Buy | Cracker Barrel Old Ctry Store Inc Com | $828,000 | +13.3% | 5,301 | +15.4% | 0.11% | +5.9% |
| ABBV | Buy | AbbVie Inc | $825,000 | +28.3% | 8,903 | +31.1% | 0.11% | +19.1% |
| VIG | Buy | Vanguard Dividend Appreciationdiv app etf | $814,000 | +28.8% | 8,009 | +28.1% | 0.10% | +20.7% |
| VOE | Buy | Vanguard Index Fds Mid-Cap Value Index Vmcap vl idxvip | $784,000 | +2.3% | 7,099 | +1.4% | 0.10% | -4.7% |
| HFWA | New | Heritage Financial Corp | $754,000 | – | 21,630 | +100.0% | 0.10% | – |
| MCD | Buy | McDonalds Corp | $742,000 | +5.7% | 4,737 | +5.5% | 0.10% | -1.0% |
| KO | Buy | Coca-Cola Company | $740,000 | +7.6% | 16,871 | +6.6% | 0.10% | 0.0% |
| PG | Buy | Procter & Gamble Co | $726,000 | +2.8% | 9,297 | +4.3% | 0.09% | -4.1% |
| NYT | New | New York Times Co Cl Acl a | $723,000 | – | 27,904 | +100.0% | 0.09% | – |
| SQ | Buy | SQUARE INC Acl a | $713,000 | +74.3% | 11,572 | +39.1% | 0.09% | +64.3% |
| BMY | Buy | Bristol-Myers Squibb | $713,000 | -1.5% | 12,878 | +12.5% | 0.09% | -8.0% |
| TWTR | Buy | Twitter Inc Com Usd0.000005 | $700,000 | +143.1% | 16,034 | +61.7% | 0.09% | +125.0% |
| IUSG | New | Ishares Core US Growth Etfcore s&p us gwt | $701,000 | – | 12,252 | +100.0% | 0.09% | – |
| VWO | Buy | Vanguard Emerg Mkts Stkftse emr mkt etf | $689,000 | +6.3% | 16,318 | +18.4% | 0.09% | 0.0% |
| VOT | Buy | Vanguard Index Fds Midcap Growth Index Vmcap gr idxvip | $686,000 | +12.6% | 5,102 | +8.5% | 0.09% | +4.8% |
| LMT | Buy | Lockheed Martin Corp | $676,000 | -11.6% | 2,288 | +1.0% | 0.09% | -17.1% |
| MDY | Buy | SPDR S&P MidCap 400utser1 s&pdcrp | $670,000 | +51.6% | 1,886 | +45.7% | 0.09% | +41.0% |
| UNP | Buy | Union Pacific Corp | $660,000 | +205.6% | 4,658 | +189.9% | 0.08% | +183.3% |
| D | Buy | Dominion Resources Inc. | $638,000 | +60.7% | 9,353 | +59.0% | 0.08% | +49.1% |
| NVDA | Buy | NVIDIA Corporation | $631,000 | +3.1% | 2,664 | +0.8% | 0.08% | -3.6% |
| SRPT | Buy | Sarepta Therapeutics Inc | $619,000 | +78.4% | 4,685 | +0.2% | 0.08% | +66.7% |
| CWB | Buy | Spdr Ser Tr Barclays Conv Secs Etfblmbrg brc cnvrt | $615,000 | +2.7% | 11,603 | +0.1% | 0.08% | -4.8% |
| ALL | New | Allstate Corporation | $617,000 | – | 6,763 | +100.0% | 0.08% | – |
| SPGI | New | S&P GLOBAL INC COM | $607,000 | – | 2,976 | +100.0% | 0.08% | – |
| CELG | Buy | Celgene Corp | $595,000 | -10.5% | 7,490 | +0.5% | 0.08% | -16.3% |
| ABT | Buy | Abbott Laboratories | $600,000 | +22.0% | 9,834 | +19.9% | 0.08% | +13.2% |
| HYG | Buy | iShares iBoxx $ High Yield Corp Bondiboxx hi yd etf | $580,000 | +1.4% | 6,816 | +2.1% | 0.08% | -5.1% |
| TYL | Buy | Tyler Technologies Inc Com Isin us90225 | $562,000 | +5.4% | 2,529 | +0.2% | 0.07% | -1.4% |
| PM | Buy | Philip Morris International Inc | $539,000 | +8.2% | 6,674 | +33.1% | 0.07% | 0.0% |
| MO | Buy | Altria Group Inc | $527,000 | +9.6% | 9,288 | +20.3% | 0.07% | +3.0% |
| HAS | Buy | Hasbro Inc | $518,000 | +61.4% | 5,612 | +47.2% | 0.07% | +52.3% |
| SPTS | New | SPDR SERIES TRUST PORTFOLIO SH TSR ETFportfolio sh tsr | $507,000 | – | 17,141 | +100.0% | 0.06% | – |
| RSP | New | Rydex Etf TRUST Guggenheim S&P 500 Equals&p500 eql wgt | $501,000 | – | 4,920 | +100.0% | 0.06% | – |
| PRF | New | Powershares Ftse Rafi US 1000ftse rafi 1000 | $500,000 | – | 4,438 | +100.0% | 0.06% | – |
| MA | Buy | MasterCardcl a | $489,000 | +41.7% | 2,486 | +26.3% | 0.06% | +31.2% |
| IJJ | New | iShares S&P MidCap 400 Value Idxs&p mc 400vl etf | $493,000 | – | 3,041 | +100.0% | 0.06% | – |
| New | Tesla Cv 2.375 03/15/22note 2.375% 3/1 | $479,000 | – | 395,000 | +100.0% | 0.06% | – | |
| AMGN | Buy | Amgen Incorporated | $484,000 | +12.8% | 2,622 | +4.3% | 0.06% | +5.1% |
| GLD | Buy | SPDR Gold Shares | $473,000 | +20.7% | 3,983 | +27.7% | 0.06% | +13.0% |
| FWONK | Buy | Liberty Media Corp Delaware Com Ser C Me | $467,000 | +76.9% | 12,564 | +47.0% | 0.06% | +66.7% |
| SENS | New | SENSEONICS HOLDINGS INC COM | $469,000 | – | 114,152 | +100.0% | 0.06% | – |
| UAA | Buy | Under Armour Inc Cl Acl a | $465,000 | +49.5% | 20,704 | +8.8% | 0.06% | +39.5% |
| AZUL | Buy | AZUL HOLDINGS INCsponsr adr pfd | $452,000 | -27.6% | 27,634 | +54.0% | 0.06% | -32.6% |
| APD | Buy | Air Products & Chemicals | $451,000 | -2.0% | 2,893 | +0.0% | 0.06% | -7.9% |
| COP | Buy | ConocoPhillips | $454,000 | +20.1% | 6,519 | +2.2% | 0.06% | +11.5% |
| SCHP | Buy | Schwab US TIPSus tips etf | $442,000 | +50.3% | 8,052 | +50.1% | 0.06% | +39.0% |
| SMAR | New | Smartsheet Inc Com Cl A | $440,000 | – | 16,943 | +100.0% | 0.06% | – |
| EFV | New | iShares MSCI EAFE Value Idxeafe value etf | $445,000 | – | 8,657 | +100.0% | 0.06% | – |
| PVTL | New | PIVOTAL SOFTWARE INC | $433,000 | – | 17,844 | +100.0% | 0.06% | – |
| OKTA | New | Okta Inccl a | $431,000 | – | 8,563 | +100.0% | 0.06% | – |
| GSHD | New | GOOSEHEAD INSURANCE INC CLASS A | $422,000 | – | 16,922 | +100.0% | 0.05% | – |
| BABA | Buy | Alibaba Group Hldg Ltd Sponsored Adssponsored ads | $417,000 | +22.6% | 2,245 | +21.4% | 0.05% | +14.9% |
| SYK | Buy | Stryker Corp | $421,000 | +31.6% | 2,494 | +25.5% | 0.05% | +22.7% |
| PRFZ | New | Powershares Exchange Traded Fds Tst Ftseftse rafi 1500 | $409,000 | – | 2,938 | +100.0% | 0.05% | – |
| SCHX | Buy | Schwab Strategic Tr US Large-Cap Etfus lrg cap etf | $397,000 | +12.5% | 6,104 | +9.2% | 0.05% | +4.1% |
| SCHZ | Buy | Schwab US Aggregate Bondus aggregate b | $391,000 | +51.0% | 7,716 | +51.9% | 0.05% | +38.9% |
| ADP | Buy | Auto Data Processing | $372,000 | +33.8% | 2,771 | +13.1% | 0.05% | +26.3% |
| BKNG | Buy | Booking Hldgs Inc Com | $363,000 | +3.1% | 179 | +5.9% | 0.05% | -4.1% |
| PSX | Buy | Phillips 66 | $367,000 | +21.9% | 3,271 | +4.1% | 0.05% | +14.6% |
| P | Buy | Pandora Media Inc Com Usd0.0001 | $368,000 | +81.3% | 46,740 | +15.8% | 0.05% | +67.9% |
| RTN | Buy | Raytheon Company New | $357,000 | -9.4% | 1,849 | +1.1% | 0.05% | -14.8% |
| PSP | New | Powershares Exchange Traded Fds Tst Listgbl listed pvt | $359,000 | – | 30,000 | +100.0% | 0.05% | – |
| MU | Buy | Micron Technology inc | $346,000 | +19.3% | 6,602 | +18.7% | 0.04% | +12.5% |
| VXUS | Buy | Vanguard Star Fd Vanguard Total Intl Stovg tl intl stk f | $349,000 | +38.5% | 6,442 | +44.3% | 0.04% | +28.6% |
| COLB | Buy | Columbia Banking Systems | $340,000 | -2.6% | 8,312 | +0.0% | 0.04% | -8.3% |
| WM | Buy | Waste Management Inc | $326,000 | +7.2% | 4,011 | +11.0% | 0.04% | 0.0% |
| VT | Buy | Vanguard Total World Stock ETFtt wrld st etf | $319,000 | +12.7% | 4,351 | +13.4% | 0.04% | +5.1% |
| UN | New | Unilever NV | $321,000 | – | 5,766 | +100.0% | 0.04% | – |
| ITW | Buy | Illinois Tool Works Inc | $291,000 | +16.4% | 2,102 | +32.0% | 0.04% | +8.8% |
| SCHE | Buy | Schwab Strategic Tr Emerging Mkts Equityemrg mkteq etf | $288,000 | +14.3% | 11,122 | +26.8% | 0.04% | +5.7% |
| MMP | Buy | Magellan Midstream Partners LP | $289,000 | +19.9% | 4,178 | +1.0% | 0.04% | +12.1% |
| BDX | Buy | Becton Dickinson Co | $291,000 | +11.5% | 1,213 | +0.7% | 0.04% | +2.8% |
| VHT | Buy | Vanguard Health Carehealth car etf | $281,000 | +11.5% | 1,763 | +7.2% | 0.04% | +2.9% |
| STZ | Buy | Constellation Brands Inc Cl Acl a | $278,000 | -3.5% | 1,271 | +0.6% | 0.04% | -10.0% |
| COF | Buy | Capital One Financial Corp | $279,000 | +7.3% | 3,041 | +12.2% | 0.04% | 0.0% |
| NEM | Buy | Newmont Mining Corp | $281,000 | -2.1% | 7,441 | +1.2% | 0.04% | -10.0% |
| PGX | New | PowerShares Preferredpfd etf | $273,000 | – | 18,762 | +100.0% | 0.04% | – |
| TMO | Buy | Thermo Electron Corp | $273,000 | +4.2% | 1,319 | +4.1% | 0.04% | -2.8% |
| GLW | Buy | Corning Incorporated | $272,000 | -0.4% | 9,882 | +1.1% | 0.04% | -7.9% |
| IEUR | Buy | iShares Trust Core MSCI Europecore msci euro | $271,000 | -1.8% | 5,704 | +2.6% | 0.04% | -7.9% |
| FTEC | New | Fidelity Msci Information Technology Indmsci info tech i | $273,000 | – | 4,944 | +100.0% | 0.04% | – |
| EPD | Buy | Enterprise Products Partners LP | $267,000 | +14.6% | 9,643 | +1.3% | 0.03% | +6.2% |
| PFPT | Buy | Proofpoint Inc Com Usd0.0001 | $267,000 | +2.3% | 2,312 | +0.8% | 0.03% | -5.6% |
| GG | Buy | Goldcorp Inc Com Npv Isin ca3809564097 | $262,000 | -0.8% | 19,106 | +0.1% | 0.03% | -5.6% |
| BRC | Buy | Brady Corp Cl A Isin us1046741062 Sedolcl a | $256,000 | +4.1% | 6,649 | +0.6% | 0.03% | -2.9% |
| GILD | Buy | Gilead Sciences Inc | $255,000 | +8.1% | 3,598 | +15.0% | 0.03% | 0.0% |
| ELVT | Buy | Elevate Credit Inc Com | $243,000 | +135.9% | 28,673 | +96.4% | 0.03% | +121.4% |
| WAFD | Buy | Washington Federal Inc | $237,000 | +2.6% | 7,260 | +8.9% | 0.03% | -3.1% |
| TTWO | New | Take-Two Interactive Software Com Isin | $236,000 | – | 1,996 | +100.0% | 0.03% | – |
| BAX | New | Baxter International Inc | $230,000 | – | 3,109 | +100.0% | 0.03% | – |
| ANTM | New | Anthem Inc Com Isin us0367521038 Sedol | $236,000 | – | 992 | +100.0% | 0.03% | – |
| ATVI | New | Activision Inc | $229,000 | – | 2,997 | +100.0% | 0.03% | – |
| CI | New | CIGNA Corp | $216,000 | – | 1,272 | +100.0% | 0.03% | – |
| BEN | New | Franklin Resources Inc | $213,000 | – | 6,659 | +100.0% | 0.03% | – |
| DE | Buy | Deere & Co | $213,000 | -8.6% | 1,527 | +2.0% | 0.03% | -15.6% |
| IJK | New | Ishares S&P Mid Cap 400 Growth Etfs&p mc 400gr etf | $205,000 | – | 911 | +100.0% | 0.03% | – |
| VLO | New | Valero Energy Corp | $200,000 | – | 1,805 | +100.0% | 0.03% | – |
| AXON | New | Axon Enterprise Inc Com | $202,000 | – | 3,191 | +100.0% | 0.03% | – |
| TDG | New | Transdigm Group Inc Com Delaware | $205,000 | – | 595 | +100.0% | 0.03% | – |
| IJS | New | Ishares S&P Smallcap 600 Value Etfsp smcp600vl etf | $201,000 | – | 1,228 | +100.0% | 0.03% | – |
| AMD | Buy | Advanced Micro Devices Inc | $161,000 | +51.9% | 10,734 | +1.7% | 0.02% | +40.0% |
| CVS | Buy | CVS/Caremark Corp. | $136,000 | +5.4% | 12,082 | +0.3% | 0.02% | 0.0% |
| F | Buy | Ford Motor Company | $81,000 | +12.5% | 16,565 | +5.4% | 0.01% | 0.0% |
| GSAT | Buy | Globalstar Inc Com | $10,000 | +42.9% | 20,000 | +100.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 11.3% |
| ISHARES TR | 42 | Q3 2023 | 9.9% |
| ISHARES TR | 42 | Q3 2023 | 11.7% |
| ISHARES TR | 42 | Q3 2023 | 8.3% |
| ISHARES TR | 42 | Q3 2023 | 5.3% |
| ISHARES TR | 42 | Q3 2023 | 4.8% |
| ISHARES TR | 42 | Q3 2023 | 3.1% |
| ISHARES TR | 42 | Q3 2023 | 3.3% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| ISHARES TR | 42 | Q3 2023 | 3.3% |
View BRIGHTON JONES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-03 |
View BRIGHTON JONES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.