$1.23 Billion is the total value of BRIGHTON JONES LLC's 304 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $490,619,000 | +34.5% | 177,836 | -5.0% | 39.83% | +3.8% |
| MSFT | Sell | MICROSOFT CORP | $117,096,000 | +24.5% | 575,381 | -3.5% | 9.51% | -3.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $23,499,000 | +9.9% | 130,506 | -9.5% | 1.91% | -15.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $17,461,000 | +25.6% | 90,964 | -1.4% | 1.42% | -3.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $12,668,000 | +9.8% | 208,119 | -3.6% | 1.03% | -15.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $12,553,000 | +23.9% | 87,670 | -0.9% | 1.02% | -4.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,896,000 | +12.2% | 35,336 | -6.2% | 0.88% | -13.3% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $7,578,000 | +17.2% | 141,325 | -2.0% | 0.62% | -9.6% |
| EFG | Sell | ISHARES TReafe grwth etf | $5,191,000 | +13.8% | 62,464 | -2.6% | 0.42% | -12.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $5,159,000 | +21.4% | 3,649 | -0.1% | 0.42% | -6.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $4,970,000 | +13.5% | 124,275 | -3.1% | 0.40% | -12.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,641,000 | +8.6% | 3,273 | -11.0% | 0.38% | -16.0% |
| PCAR | Sell | PACCAR INC | $3,870,000 | +21.5% | 51,698 | -0.7% | 0.31% | -6.3% |
| CRM | Sell | SALESFORCE COM INC | $3,645,000 | +15.6% | 19,458 | -11.1% | 0.30% | -10.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,582,000 | +1.9% | 25,469 | -5.0% | 0.29% | -21.4% |
| TSLA | Sell | TESLA INC | $3,479,000 | +69.0% | 3,222 | -18.0% | 0.28% | +30.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,432,000 | +23.3% | 20,941 | -1.0% | 0.28% | -4.8% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,147,000 | +7.5% | 80,730 | -5.2% | 0.26% | -17.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,693,000 | +15.5% | 13,016 | -11.7% | 0.22% | -10.6% |
| DIS | Sell | DISNEY WALT CO | $2,635,000 | +9.3% | 23,628 | -5.3% | 0.21% | -15.7% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $2,580,000 | +25.4% | 16,317 | -3.6% | 0.21% | -3.2% |
| HD | Sell | HOME DEPOT INC | $2,478,000 | +31.1% | 9,892 | -2.3% | 0.20% | +1.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,391,000 | +0.0% | 25,416 | -4.3% | 0.19% | -22.7% |
| BRMK | Sell | BROADMARK RLTY CAP INC | $2,276,000 | +16.3% | 240,342 | -7.6% | 0.18% | -10.2% |
| ADPT | Sell | ADAPTIVE BIOTECHNOLOGIES COR | $2,251,000 | +50.2% | 46,537 | -13.7% | 0.18% | +15.8% |
| ADBE | Sell | ADOBE INC | $2,232,000 | +29.4% | 5,127 | -5.4% | 0.18% | 0.0% |
| AMGN | Sell | AMGEN INC | $2,225,000 | +16.2% | 9,432 | -0.1% | 0.18% | -10.0% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $2,153,000 | +15.8% | 29,208 | -1.7% | 0.18% | -10.7% |
| MRK | Sell | MERCK & CO. INC | $1,868,000 | -19.6% | 24,156 | -20.0% | 0.15% | -37.7% |
| SHOP | Sell | SHOPIFY INCcl a | $1,876,000 | +105.5% | 1,976 | -9.8% | 0.15% | +58.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,837,000 | +14.9% | 9,092 | -10.9% | 0.15% | -11.3% |
| PEP | Sell | PEPSICO INC | $1,737,000 | +3.9% | 13,133 | -5.6% | 0.14% | -19.9% |
| GBX | Sell | GREENBRIER COS INC | $1,698,000 | +27.6% | 74,621 | -0.5% | 0.14% | -1.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,662,000 | +23.0% | 8,012 | -2.1% | 0.14% | -4.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,643,000 | -9.4% | 29,807 | -11.7% | 0.13% | -30.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,639,000 | +5.6% | 14,557 | -7.0% | 0.13% | -18.4% |
| TIP | Sell | ISHARES TRtips bd etf | $1,617,000 | +1.2% | 13,148 | -3.0% | 0.13% | -22.0% |
| T | Sell | AT&T INC | $1,606,000 | -0.8% | 53,137 | -4.3% | 0.13% | -23.5% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $1,604,000 | -15.8% | 6 | -14.3% | 0.13% | -35.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,502,000 | -1.4% | 12,565 | -9.3% | 0.12% | -23.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,460,000 | +14.1% | 16,007 | -0.1% | 0.12% | -11.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,374,000 | -9.7% | 39,656 | -17.0% | 0.11% | -30.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,337,000 | +1.8% | 13,430 | -9.0% | 0.11% | -21.0% |
| LOW | Sell | LOWES COS INC | $1,345,000 | +55.7% | 9,957 | -0.8% | 0.11% | +19.8% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,328,000 | +15.3% | 17,355 | -3.4% | 0.11% | -10.7% |
| PFE | Sell | PFIZER INC | $1,300,000 | -1.3% | 39,744 | -1.5% | 0.11% | -23.7% |
| ORCL | Sell | ORACLE CORP | $1,292,000 | +3.7% | 23,380 | -9.3% | 0.10% | -19.8% |
| BAC | Sell | BK OF AMERICA CORP | $1,256,000 | +8.1% | 52,896 | -3.4% | 0.10% | -16.4% |
| UNP | Sell | UNION PAC CORP | $1,249,000 | +18.3% | 7,388 | -1.3% | 0.10% | -9.0% |
| ANTM | Sell | ANTHEM INC | $1,245,000 | +15.2% | 4,733 | -0.6% | 0.10% | -11.4% |
| CVX | Sell | CHEVRON CORP NEW | $1,210,000 | -19.4% | 13,560 | -34.6% | 0.10% | -38.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,183,000 | +13.5% | 11,064 | -5.8% | 0.10% | -12.7% |
| LASR | Sell | NLIGHT INC | $1,169,000 | +94.5% | 52,500 | -8.4% | 0.10% | +50.8% |
| NVDA | Sell | NVIDIA CORPORATION | $1,176,000 | +3.5% | 3,096 | -28.2% | 0.10% | -20.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,140,000 | -33.6% | 7,826 | -47.4% | 0.09% | -48.6% |
| KO | Sell | COCA COLA CO | $1,001,000 | -10.8% | 22,407 | -11.6% | 0.08% | -31.4% |
| UBER | Sell | UBER TECHNOLOGIES INC | $985,000 | +7.9% | 31,681 | -3.1% | 0.08% | -16.7% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $942,000 | -0.4% | 30,654 | -0.4% | 0.08% | -24.0% |
| MMM | Sell | 3M CO | $933,000 | +6.3% | 5,982 | -7.0% | 0.08% | -17.4% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $934,000 | -54.4% | 20,010 | -58.0% | 0.08% | -64.7% |
| LLY | Sell | LILLY ELI & CO | $926,000 | +18.0% | 5,641 | -0.4% | 0.08% | -9.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $916,000 | -4.2% | 13,074 | -0.2% | 0.07% | -26.7% |
| DHR | Sell | DANAHER CORPORATION | $912,000 | +21.4% | 5,157 | -4.9% | 0.07% | -6.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $896,000 | +10.1% | 3,030 | -10.1% | 0.07% | -15.1% |
| WFC | Sell | WELLS FARGO CO NEW | $874,000 | -28.6% | 34,150 | -19.9% | 0.07% | -45.0% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $842,000 | -29.7% | 21,709 | -39.6% | 0.07% | -46.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $823,000 | +7.0% | 1,614 | -8.4% | 0.07% | -17.3% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $821,000 | -8.4% | 26,600 | -10.3% | 0.07% | -28.7% |
| SPGI | Sell | S&P GLOBAL INC | $809,000 | +29.6% | 2,457 | -3.5% | 0.07% | 0.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $788,000 | -4.1% | 9,475 | -5.3% | 0.06% | -25.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $770,000 | +19.2% | 3,190 | -1.4% | 0.06% | -7.4% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $773,000 | +16.8% | 7,595 | -3.7% | 0.06% | -10.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $771,000 | -16.6% | 9,813 | -25.8% | 0.06% | -35.1% |
| XOM | Sell | EXXON MOBIL CORP | $768,000 | -15.1% | 17,167 | -28.0% | 0.06% | -34.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $753,000 | +13.9% | 2,077 | -10.9% | 0.06% | -12.9% |
| MO | Sell | ALTRIA GROUP INC | $723,000 | +0.6% | 18,417 | -1.0% | 0.06% | -22.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $710,000 | +4.7% | 13,488 | -9.5% | 0.06% | -18.3% |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $696,000 | +26.1% | 11,508 | -0.1% | 0.06% | -1.7% |
| ALK | Sell | ALASKA AIR GROUP INC | $675,000 | +4.3% | 18,617 | -18.1% | 0.06% | -19.1% |
| D | Sell | DOMINION ENERGY INC | $678,000 | -0.7% | 8,354 | -11.7% | 0.06% | -23.6% |
| TXN | Sell | TEXAS INSTRS INC | $652,000 | +26.8% | 5,135 | -0.1% | 0.05% | -1.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $653,000 | +6.7% | 4,383 | -2.1% | 0.05% | -17.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $617,000 | -12.2% | 7,830 | -21.2% | 0.05% | -32.4% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $590,000 | -16.3% | 15,612 | -30.3% | 0.05% | -35.1% |
| SFIX | Sell | STITCH FIX INC | $589,000 | +88.8% | 23,618 | -3.8% | 0.05% | +45.5% |
| MOH | Sell | MOLINA HEALTHCARE INC | $592,000 | +27.3% | 3,325 | -0.1% | 0.05% | -2.0% |
| IGIB | Sell | ISHARES TRintrm tr crp etf | $585,000 | +7.1% | 9,681 | -2.6% | 0.05% | -17.5% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $574,000 | -0.2% | 1,007 | -13.3% | 0.05% | -21.7% |
| NEE | Sell | NEXTERA ENERGY INC | $576,000 | -3.2% | 2,397 | -3.1% | 0.05% | -25.4% |
| DXCM | Sell | DEXCOM INC | $571,000 | +30.7% | 1,409 | -13.2% | 0.05% | 0.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $551,000 | +14.8% | 13,918 | -2.7% | 0.04% | -10.0% |
| MLPI | Sell | UBS AG JERSEY BRHalerian infrst | $559,000 | -81.1% | 48,802 | -86.5% | 0.04% | -85.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $545,000 | -32.2% | 3,062 | -45.2% | 0.04% | -48.2% |
| CVS | Sell | CVS HEALTH CORP | $527,000 | +1.7% | 8,104 | -7.1% | 0.04% | -20.4% |
| RSG | Sell | REPUBLIC SVCS INC | $530,000 | -4.2% | 6,457 | -12.3% | 0.04% | -25.9% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $531,000 | +3.5% | 8,848 | -0.7% | 0.04% | -20.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $518,000 | +1.6% | 6,343 | -4.1% | 0.04% | -22.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $498,000 | -26.7% | 7,300 | -39.7% | 0.04% | -43.7% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $479,000 | +16.3% | 2,738 | -5.5% | 0.04% | -9.3% |
| ALL | Sell | ALLSTATE CORP | $475,000 | -3.3% | 4,898 | -8.5% | 0.04% | -25.0% |
| EBAY | Sell | EBAY INC. | $478,000 | +42.7% | 9,116 | -18.1% | 0.04% | +11.4% |
| ROKU | Sell | ROKU INC | $421,000 | -28.6% | 3,609 | -46.5% | 0.03% | -45.2% |
| ULTA | Sell | ULTA BEAUTY INC | $387,000 | +10.6% | 1,903 | -4.4% | 0.03% | -16.2% |
| SNCR | Sell | SYNCHRONOSS TECHNOLOGIES INC | $388,000 | -9.1% | 110,000 | -21.4% | 0.03% | -31.1% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $375,000 | -23.8% | 1,478 | -56.1% | 0.03% | -42.3% |
| IXUS | Sell | ISHARES TRcore msci total | $369,000 | -10.0% | 6,765 | -22.4% | 0.03% | -30.2% |
| MU | Sell | MICRON TECHNOLOGY INC | $367,000 | +21.9% | 7,121 | -0.5% | 0.03% | -6.2% |
| OMER | Sell | OMEROS CORP | $356,000 | -36.9% | 24,188 | -42.7% | 0.03% | -50.8% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $352,000 | -41.5% | 3,644 | -52.6% | 0.03% | -54.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $361,000 | +12.1% | 3,162 | -2.4% | 0.03% | -14.7% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $352,000 | +21.0% | 3,275 | -2.7% | 0.03% | -6.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $350,000 | +11.5% | 1,352 | -6.2% | 0.03% | -15.2% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $331,000 | +0.6% | 6,114 | -1.6% | 0.03% | -22.9% |
| ECL | Sell | ECOLAB INC | $336,000 | +26.3% | 1,691 | -0.9% | 0.03% | -3.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $335,000 | -20.0% | 1,736 | -31.2% | 0.03% | -38.6% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $325,000 | -3.6% | 14,030 | -13.4% | 0.03% | -25.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $316,000 | -15.1% | 7,451 | -8.3% | 0.03% | -33.3% |
| KMB | Sell | KIMBERLY CLARK CORP | $326,000 | +10.5% | 2,309 | -0.1% | 0.03% | -16.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $316,000 | -1.2% | 6,184 | -3.1% | 0.03% | -23.5% |
| KR | Sell | KROGER CO | $305,000 | +8.2% | 8,999 | -3.7% | 0.02% | -16.7% |
| TJX | Sell | TJX COS INC NEW | $308,000 | -22.4% | 6,093 | -26.6% | 0.02% | -40.5% |
| AMAT | Sell | APPLIED MATLS INC | $299,000 | +13.7% | 4,951 | -13.9% | 0.02% | -14.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $293,000 | -8.4% | 6,150 | -22.2% | 0.02% | -29.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $299,000 | +27.8% | 2,340 | -2.1% | 0.02% | -4.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $295,000 | +9.7% | 4,031 | -0.6% | 0.02% | -14.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $291,000 | -18.9% | 3,056 | -27.1% | 0.02% | -36.8% |
| YUM | Sell | YUM BRANDS INC | $299,000 | +17.7% | 3,441 | -7.2% | 0.02% | -11.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $288,000 | +19.0% | 888 | -3.7% | 0.02% | -8.0% |
| EQIX | Sell | EQUINIX INC | $285,000 | +5.9% | 406 | -5.6% | 0.02% | -17.9% |
| DOMO | Sell | DOMO INC | $268,000 | +67.5% | 8,338 | -48.1% | 0.02% | +29.4% |
| TDG | Sell | TRANSDIGM GROUP INC | $269,000 | +34.5% | 608 | -2.9% | 0.02% | +4.8% |
| BDX | Sell | BECTON DICKINSON & CO | $271,000 | -2.2% | 1,131 | -6.3% | 0.02% | -24.1% |
| BLK | Sell | BLACKROCK INC | $259,000 | +6.1% | 476 | -14.1% | 0.02% | -19.2% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $257,000 | +2.0% | 43,706 | -14.2% | 0.02% | -22.2% |
| PSA | Sell | PUBLIC STORAGE | $241,000 | -4.7% | 1,255 | -1.3% | 0.02% | -25.9% |
| BLL | Sell | BALL CORP | $248,000 | +7.4% | 3,566 | -0.1% | 0.02% | -16.7% |
| EIX | Sell | EDISON INTL | $234,000 | -3.3% | 4,314 | -2.4% | 0.02% | -24.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $228,000 | -34.9% | 12,565 | -48.7% | 0.02% | -48.6% |
| COP | Sell | CONOCOPHILLIPS | $240,000 | -17.0% | 5,711 | -39.1% | 0.02% | -36.7% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $222,000 | +3.7% | 4,514 | -5.1% | 0.02% | -21.7% |
| UN | Sell | UNILEVER N V | $212,000 | -11.3% | 3,970 | -18.9% | 0.02% | -32.0% |
| SGEN | Sell | SEATTLE GENETICS INC | $207,000 | -17.2% | 1,218 | -43.9% | 0.02% | -34.6% |
| NVS | Sell | NOVARTIS AGsponsored adr | $210,000 | -27.1% | 2,404 | -31.1% | 0.02% | -43.3% |
| BMO | Sell | BANK MONTREAL QUE | $214,000 | +5.4% | 4,032 | -0.4% | 0.02% | -19.0% |
| ESRT | Sell | EMPIRE ST RLTY TR INCcl a | $193,000 | -35.7% | 27,623 | -17.6% | 0.02% | -50.0% |
| SPXU | Sell | PROSHARES TRultrapro short s | $177,000 | -65.1% | 15,026 | -28.4% | 0.01% | -73.6% |
| TTMI | Sell | TTM TECHNOLOGIES INC | $155,000 | +9.2% | 13,106 | -4.6% | 0.01% | -13.3% |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -10,082 | -100.0% | -0.01% | – |
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -13,295 | -100.0% | -0.01% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -22,410 | -100.0% | -0.01% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,399 | -100.0% | -0.02% | – |
| CENTA | Exit | CENTRAL GARDEN & PET COcl a non-vtg | $0 | – | -7,920 | -100.0% | -0.02% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,497 | -100.0% | -0.02% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -6,126 | -100.0% | -0.02% | – |
| IEUR | Exit | ISHARES TRcore msci euro | $0 | – | -5,952 | -100.0% | -0.02% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -13,266 | -100.0% | -0.02% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,878 | -100.0% | -0.03% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -3,823 | -100.0% | -0.03% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -2,250 | -100.0% | -0.03% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -1,761 | -100.0% | -0.03% | – |
| BGNE | Exit | BEIGENE LTDsponsored adr | $0 | – | -2,727 | -100.0% | -0.04% | – |
| PGX | Exit | INVESCO EXCHANGE-TRADED FD Tpfd etf | $0 | – | -34,561 | -100.0% | -0.05% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -4,024 | -100.0% | -0.06% | – |
| VSTM | Exit | VERASTEM INC | $0 | – | -232,933 | -100.0% | -0.06% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -6,679 | -100.0% | -0.07% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -28,462 | -100.0% | -0.08% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -66,363 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
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.