Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
AMAZON COM INC | 3,773,688 | -18,342 | $573,374 |
AMZN | 3,773,688 | -18,342 | $573,374 |
MICROSOFT CORP | 717,234 | +18,266 | $269,709 |
MSFT | 717,234 | +18,266 | $269,709 |
APPLE INC | 525,683 | +49,002 | $101,210 |
AAPL | 525,683 | +49,002 | $101,210 |
VANGUARD INDEX FDS (VTI) | 292,324 | +5,134 | $69,345 |
VTI | 292,324 | +5,134 | $69,345 |
ISHARES TR (IWB) | 182,412 | +2,748 | $47,839 |
IWB | 182,412 | +2,748 | $47,839 |
DIMENSIONAL ETF TRUST (DFAC) | 1,576,868 | +291,888 | $46,092 |
DFAC | 1,576,868 | +291,888 | $46,092 |
T MOBILE US INC | 286,626 | +3,999 | $45,955 |
TMUS | 286,626 | +3,999 | $45,955 |
DIMENSIONAL ETF TRUST (DFIC) | 1,320,290 | +405,446 | $33,707 |
DFIC | 1,320,290 | +405,446 | $33,707 |
DIMENSIONAL ETF TRUST (DFGR) | 1,258,142 | +707,460 | $32,687 |
DFGR | 1,258,142 | +707,460 | $32,687 |
DIMENSIONAL ETF TRUST (DFAU) | 826,816 | +197,021 | $27,492 |
DFAU | 826,816 | +197,021 | $27,492 |
MANAGER DIRECTED PORTFOLIOS | 2,694,263 | +2,694,263 | $26,835 |
VGSR | 2,694,263 | +2,694,263 | $26,835 |
ISHARES TR (IWF) | 85,859 | +2,482 | $26,030 |
IWF | 85,859 | +2,482 | $26,030 |
ISHARES TR (IWV) | 87,671 | -2,048 | $23,999 |
IWV | 87,671 | -2,048 | $23,999 |
SPDR S&P 500 ETF TR (SPY) | 49,970 | +2,538 | $23,751 |
SPY | 49,970 | +2,538 | $23,751 |
VANGUARD INTL EQUITY INDEX F (VT) | 206,697 | +21,771 | $21,265 |
VT | 206,697 | +21,771 | $21,265 |
NIKE INC | 190,575 | +4,070 | $20,691 |
NKE | 190,575 | +4,070 | $20,691 |
DIMENSIONAL ETF TRUST (DFAI) | 720,819 | +193,841 | $20,644 |
DFAI | 720,819 | +193,841 | $20,644 |
ISHARES TR (IVV) | 38,959 | +5,260 | $18,608 |
IVV | 38,959 | +5,260 | $18,608 |
ISHARES TR (EFA) | 235,890 | -1,568 | $17,774 |
EFA | 235,890 | -1,568 | $17,774 |
ISHARES TR (IWM) | 86,989 | +849 | $17,460 |
IWM | 86,989 | +849 | $17,460 |
SNOWFLAKE INC | 86,852 | +32,310 | $17,284 |
SNOW | 86,852 | +32,310 | $17,284 |
ALPHABET INC | 118,806 | +10,492 | $16,743 |
GOOG | 118,806 | +10,492 | $16,743 |
NVIDIA CORPORATION | 33,196 | +1,451 | $16,439 |
NVDA | 33,196 | +1,451 | $16,439 |
AIRBNB INC | $16,146 | ||
ABNB | 118,510 | -1,094 | $16,134 |
NOTE 3 1 | 13,000 | UNCH | $12 |
ISHARES TR (ITOT) | 152,522 | +2,272 | $16,050 |
ITOT | 152,522 | +2,272 | $16,050 |
ALPHABET INC | 109,962 | +9,734 | $15,361 |
GOOGL | 109,962 | +9,734 | $15,361 |
BERKSHIRE HATHAWAY INC DEL | $15,261 | ||
BRK.B | 32,139 | +167 | $11,463 |
BRK.A | 7 | UNCH | $3,798 |
TESLA INC | 60,703 | -773 | $15,084 |
TSLA | 60,703 | -773 | $15,084 |
EXXON MOBIL CORP | 149,876 | +32,521 | $14,985 |
XOM | 149,876 | +32,521 | $14,985 |
DIMENSIONAL ETF TRUST (DFEM) | 599,699 | +154,904 | $14,968 |
DFEM | 599,699 | +154,904 | $14,968 |
META PLATFORMS INC | 39,528 | +8,537 | $13,991 |
META | 39,528 | +8,537 | $13,991 |
APPLOVIN CORP | 330,843 | +134 | $13,184 |
APP | 330,843 | +134 | $13,184 |
STARBUCKS CORP | 136,399 | +10,365 | $13,096 |
SBUX | 136,399 | +10,365 | $13,096 |
SPDR INDEX SHS FDS (RWO) | 283,279 | +49,621 | $12,382 |
RWO | 283,279 | +49,621 | $12,382 |
INVESCO QQQ TR | 27,958 | +3,233 | $11,449 |
QQQ | 27,958 | +3,233 | $11,449 |
COSTCO WHSL CORP NEW | 16,727 | +920 | $11,041 |
COST | 16,727 | +920 | $11,041 |
DIMENSIONAL ETF TRUST (DFAX) | 411,710 | +47,833 | $10,054 |
DFAX | 411,710 | +47,833 | $10,054 |
UNITEDHEALTH GROUP INC | 18,004 | +2,365 | $9,478 |
UNH | 18,004 | +2,365 | $9,478 |
JPMORGAN CHASE & CO | 360,575 | -1,289,709 | $9,144 |
AMJ | 360,575 | -1,289,709 | $9,144 |
SYSCO CORP | 119,303 | +1,067 | $8,725 |
SYY | 119,303 | +1,067 | $8,725 |
DIMENSIONAL ETF TRUST (DFAE) | 360,979 | +71,596 | $8,703 |
DFAE | 360,979 | +71,596 | $8,703 |
INTEL CORP | 171,688 | +1,445 | $8,627 |
INTC | 171,688 | +1,445 | $8,627 |
PACCAR INC | 88,156 | -441 | $8,608 |
PCAR | 88,156 | -441 | $8,608 |
VANGUARD INDEX FDS (VV) | 37,481 | +96 | $8,177 |
VV | 37,481 | +96 | $8,177 |
ISHARES TR (IWR) | 100,258 | -1,078 | $7,793 |
IWR | 100,258 | -1,078 | $7,793 |
VANGUARD INDEX FDS (VOO) | 17,501 | +220 | $7,644 |
VOO | 17,501 | +220 | $7,644 |
HOME DEPOT INC | 22,035 | +2,665 | $7,636 |
HD | 22,035 | +2,665 | $7,636 |
ORACLE CORP | 72,398 | -123 | $7,633 |
ORCL | 72,398 | -123 | $7,633 |
SALESFORCE INC | 28,871 | +1,309 | $7,597 |
CRM | 28,871 | +1,309 | $7,597 |
ISHARES TR (SCZ) | 120,269 | -1,189 | $7,445 |
SCZ | 120,269 | -1,189 | $7,445 |
See Full List: All Stocks Held By Brighton Jones LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Brighton Jones LLC
Size ($ in 1000's)
At 12/31/2023: $2,372,439 At 09/30/2023: $1,971,983 Brighton Jones LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brighton Jones LLC 13F filings. Link to 13F filings: SEC filings |