BRIGHTON JONES LLC

data from 30/09/2025

Capitalization

$ 4.170 B 12.92 %

Average holding period

13 ans

Performance

$ 2.150 B -2 987.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BRIGHTON JONES LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AMZN AMAZON COM INC 20.79% 867.035 M $ 3948787 2011/03/31 695.293 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 8.83% 368.080 M $ 710647 2011/03/31 14.967 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.26% 135.903 M $ 533728 2011/03/31 26.237 M $ 24.11 %
2025/09/30 VTI VANGUARD INDEX FDS 2.32% 96.637 M $ 294473 2011/03/31 6.750 M $ 7.98 %
2025/09/30 NVDA NVIDIA CORPORATION 2.12% 88.233 M $ 472894 2017/06/30 12.588 M $ 18.10 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 1.78% 74.376 M $ 1928340 2021/06/30 5.191 M $ 7.62 %
2025/09/30 DFGR DIMENSIONAL ETF TRUST 1.57% 65.521 M $ 2399150 2022/12/31 1.065 M $ 1.79 %
2025/09/30 IWB ISHARES TR 1.55% 64.684 M $ 176984 2011/03/31 4.607 M $ 7.63 %
2025/09/30 DFIC DIMENSIONAL ETF TRUST 1.54% 64.408 M $ 1964252 2022/09/30 3.203 M $ 5.47 %
2025/09/30 DCOR DIMENSIONAL ETF TRUST 1.37% 56.923 M $ 791258 2023/12/31 3.283 M $ 7.61 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 1.20% 49.924 M $ 1373422 2021/09/30 2.245 M $ 5.15 %
2025/09/30 TSLA TESLA INC 1.16% 48.482 M $ 109017 2017/06/30 10.978 M $ 40.00 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 1.07% 44.727 M $ 977428 2021/09/30 3.268 M $ 8.03 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.99% 41.295 M $ 299674 2017/09/30 2.686 M $ 7.22 %
2025/09/30 GOOG ALPHABET INC 0.99% 41.210 M $ 169207 2017/06/30 7.786 M $ 37.30 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.92% 38.467 M $ 57743 2011/03/31 2.794 M $ 7.82 %
2025/09/30 IWF ISHARES TR 0.92% 38.444 M $ 82073 2011/03/31 3.663 M $ 10.32 %
2025/09/30 VGSR MANAGER DIRECTED PORTFOLIOS 0.88% 36.699 M $ 3445901 2023/12/31 622.088 K $ 1.82 %
2025/09/30 TMUS T-MOBILE US INC 0.86% 35.936 M $ 150121 2017/06/30 173.498 K $ 0.47 %
2025/09/30 DFEM DIMENSIONAL ETF TRUST 0.79% 32.884 M $ 1025394 2022/09/30 2.307 M $ 8.05 %
2025/09/30 IVV ISHARES TR 0.75% 31.347 M $ 46836 2011/03/31 2.226 M $ 7.80 %
2025/09/30 IWV ISHARES TR 0.75% 31.203 M $ 82343 2011/03/31 2.329 M $ 7.96 %
2025/09/30 META META PLATFORMS INC 0.70% 29.331 M $ 39940 2012/06/30 -145.012 K $ -0.50 %
2025/09/30 GOOGL ALPHABET INC 0.68% 28.187 M $ 115949 2017/06/30 7.508 M $ 37.94 %
2025/09/30 ORCL ORACLE CORP 0.64% 26.489 M $ 94185 2011/03/31 4.922 M $ 28.64 %
2025/09/30 ITOT ISHARES TR 0.57% 23.621 M $ 162178 2011/03/31 1.645 M $ 7.86 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.56% 23.388 M $ 46521 2011/03/31 774.527 K $ 3.49 %
2025/09/30 VOO VANGUARD INDEX FDS 0.55% 23.139 M $ 37785 2017/06/30 1.684 M $ 7.81 %
2025/09/30 EFA ISHARES TR 0.54% 22.347 M $ 239340 2011/03/31 987.294 K $ 4.45 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.53% 21.910 M $ 23670 2011/03/31 -1.563 M $ -6.50 %
2025/09/30 QQQ INVESCO QQQ TR 0.52% 21.883 M $ 36448 2018/09/30 1.765 M $ 8.83 %
2025/09/30 DFAX DIMENSIONAL ETF TRUST 0.51% 21.165 M $ 674460 2021/09/30 1.248 M $ 6.84 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.51% 21.118 M $ 28 2011/03/31 711.200 K $ 3.49 %
2025/09/30 IWM ISHARES TR 0.50% 20.672 M $ 85438 2011/03/31 2.244 M $ 12.13 %
2025/09/30 SGOV ISHARES TR 0.49% 20.388 M $ 202465 2024/12/31 558.000 $ 0.01 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.48% 20.129 M $ 63816 2011/03/31 1.316 M $ 8.80 %
2025/09/30 DFAE DIMENSIONAL ETF TRUST 0.46% 19.126 M $ 606590 2021/09/30 1.452 M $ 8.91 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.44% 18.408 M $ 696732 2022/09/30 5.884 M $ 45.09 %
2025/09/30 LII LENNOX INTL INC 0.41% 17.221 M $ 32532 2024/03/31 -1.426 M $ -7.65 %
2025/09/30 SNOW SNOWFLAKE INC 0.39% 16.215 M $ 71893 2020/12/31 100.564 K $ 0.80 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.36% 15.153 M $ 252891 2015/09/30 715.170 K $ 5.10 %
2025/09/30 XOM EXXON MOBIL CORP 0.36% 15.012 M $ 133148 2011/03/31 649.845 K $ 4.59 %
2025/09/30 AVGO BROADCOM INC 0.36% 14.844 M $ 44993 2019/03/31 2.343 M $ 19.68 %
2025/09/30 PFE PFIZER INC 0.34% 14.218 M $ 558023 2011/03/31 673.043 K $ 5.12 %
2025/09/30 HD HOME DEPOT INC 0.34% 14.054 M $ 34686 2012/06/30 1.088 M $ 10.51 %
2025/09/30 SBUX STARBUCKS CORP 0.33% 13.783 M $ 162923 2011/03/31 -1.140 M $ -7.67 %
2025/09/30 WMT WALMART INC 0.31% 12.972 M $ 125872 2017/06/30 493.753 K $ 5.40 %
2025/09/30 ABNB AIRBNB INC 0.31% 12.833 M $ 105693 2021/03/31 -1.094 M $ -8.25 %
2025/09/30 RWO SPDR INDEX SHS FDS 0.31% 12.815 M $ 279983 2015/09/30 455.187 K $ 3.69 %
2025/09/30 VV VANGUARD INDEX FDS 0.30% 12.430 M $ 40377 2015/09/30 908.468 K $ 7.91 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.30% 12.397 M $ 71706 2020/12/31 -103.878 K $ -0.83 %
2025/09/30 PEP PEPSICO INC 0.27% 11.161 M $ 79474 2017/06/30 573.493 K $ 6.36 %
2025/09/30 RDDT REDDIT INC 0.27% 11.057 M $ 48074 2024/09/30 5.716 M $ 52.75 %
2025/09/30 IWR ISHARES TR 0.25% 10.462 M $ 108360 2011/03/31 495.670 K $ 4.98 %
2025/09/30 VUG VANGUARD INDEX FDS 0.22% 9.326 M $ 19446 2017/06/30 751.011 K $ 9.40 %
2025/09/30 LLY ELI LILLY & CO 0.22% 9.087 M $ 11909 2013/09/30 -179.978 K $ -2.12 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.22% 9.036 M $ 26167 2017/06/30 697.630 K $ 10.68 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.22% 9.034 M $ 126586 2017/06/30 392.515 K $ 6.17 %
2025/09/30 SCZ ISHARES TR 0.21% 8.952 M $ 116681 2011/09/30 476.808 K $ 5.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.21% 8.886 M $ 47925 2011/03/31 1.887 M $ 21.39 %
2025/09/30 VXUS VANGUARD STAR FDS 0.21% 8.832 M $ 120231 2019/03/31 503.218 K $ 6.33 %
2025/09/30 PCAR PACCAR INC 0.21% 8.730 M $ 88793 2011/09/30 286.805 K $ 3.43 %
2025/09/30 LOW LOWES COS INC 0.20% 8.474 M $ 33721 2014/12/31 962.894 K $ 13.27 %
2025/09/30 AMGN AMGEN INC 0.20% 8.156 M $ 28901 2013/12/31 86.067 K $ 1.07 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.19% 7.910 M $ 51480 2011/03/31 -239.273 K $ -3.56 %
2025/09/30 INTC INTEL CORP 0.19% 7.887 M $ 235094 2011/03/31 2.082 M $ 49.78 %
2025/09/30 V VISA INC 0.19% 7.761 M $ 22733 2017/06/30 -312.714 K $ -3.85 %
2025/09/30 DFSU DIMENSIONAL ETF TRUST 0.19% 7.734 M $ 182094 2023/06/30 628.247 K $ 8.20 %
2025/09/30 ABT ABBOTT LABS 0.18% 7.691 M $ 57419 2011/03/31 -121.434 K $ -1.52 %
2025/09/30 VTV VANGUARD INDEX FDS 0.18% 7.660 M $ 41075 2012/06/30 395.781 K $ 5.52 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.18% 7.655 M $ 78133 2019/12/31 358.478 K $ 5.01 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.18% 7.642 M $ 297252 2015/09/30 423.966 K $ 7.89 %
2025/09/30 CRM SALESFORCE INC 0.18% 7.509 M $ 31684 2017/06/30 -1.150 M $ -13.09 %
2025/09/30 NKE NIKE INC 0.18% 7.307 M $ 104791 2012/03/31 -88.781 K $ -1.84 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.17% 7.119 M $ 25229 2011/03/31 -316.030 K $ -4.28 %
2025/09/30 VO VANGUARD INDEX FDS 0.17% 7.088 M $ 24129 2011/03/31 378.658 K $ 4.97 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.17% 6.971 M $ 43088 2018/03/31 818.692 K $ 14.02 %
2025/09/30 IWD ISHARES TR 0.17% 6.940 M $ 34090 2011/03/31 316.461 K $ 4.82 %
2025/09/30 NFLX NETFLIX INC 0.16% 6.804 M $ 5675 2017/06/30 -774.379 K $ -10.47 %
2025/09/30 BAC BANK AMERICA CORP 0.16% 6.665 M $ 129189 2011/03/31 488.880 K $ 9.02 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.16% 6.613 M $ 46647 2023/09/30 103.805 K $ 15.64 %
2025/09/30 ABBV ABBVIE INC 0.16% 6.612 M $ 28557 2017/06/30 1.287 M $ 24.74 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.16% 6.601 M $ 25346 2021/12/31 -323.336 K $ -4.67 %
2025/09/30 IVW ISHARES TR 0.16% 6.524 M $ 54045 2012/03/31 568.403 K $ 9.65 %
2025/09/30 SYY SYSCO CORP 0.15% 6.436 M $ 78160 2021/12/31 596.230 K $ 8.71 %
2025/09/30 DASH DOORDASH INC 0.15% 6.295 M $ 23144 2021/09/30 441.033 K $ 10.34 %
2025/09/30 GE GE AEROSPACE 0.15% 6.284 M $ 20888 2021/09/30 748.906 K $ 16.87 %
2025/09/30 EEM ISHARES TR 0.15% 6.259 M $ 117208 2011/03/31 603.787 K $ 10.70 %
2025/09/30 LC LENDINGCLUB CORP 0.15% 6.248 M $ 411329 2019/09/30 1.299 M $ 26.27 %
2025/09/30 EFG ISHARES TR 0.15% 6.128 M $ 53809 2011/03/31 101.164 K $ 1.68 %
2025/09/30 MRK MERCK & CO INC 0.15% 6.124 M $ 72969 2015/09/30 252.251 K $ 6.03 %
2025/09/30 KLAC KLA CORP 0.14% 5.973 M $ 5538 2023/06/30 1.080 M $ 20.41 %
2025/09/30 ANET ARISTA NETWORKS INC 0.14% 5.904 M $ 40520 2024/12/31 1.602 M $ 42.42 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.14% 5.818 M $ 220868 2017/06/30 418.281 K $ 7.77 %
2025/09/30 IJH ISHARES TR 0.14% 5.795 M $ 88791 2011/12/31 294.188 K $ 5.22 %
2025/09/30 WFC WELLS FARGO CO NEW 0.14% 5.786 M $ 69028 2011/03/31 256.017 K $ 4.62 %
2025/09/30 CSCO CISCO SYS INC 0.14% 5.657 M $ 82687 2011/03/31 -70.944 K $ -1.38 %
2025/09/30 EMXC ISHARES INC 0.13% 5.430 M $ 80430 2020/03/31 352.541 K $ 6.92 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.13% 5.425 M $ 29738 2021/06/30 987.784 K $ 33.82 %
2025/09/30 RELY REMITLY GLOBAL INC 0.13% 5.421 M $ 332570 2022/03/31 -821.336 K $ -13.16 %