Brighton Jones LLC — Q3 2013 13F 持股

Name: Brighton Jones LLC — 13F Holdings, Q3 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001360798

申报总市值

US$23.7亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IWV	Ishares Russell 3000 ETF	ETF-其他	11.67%	—	+17.24%
2	AMJEUR	Jpmorgan Alerian Mlp Index	ETF-大型股与成长	10.39%	—	-3.76%
3	AMZN	Amazon.com, Inc.	股票-周期性消费	10.23%	—	-8.00%
4	IWB	Ishares Russell 1000 ETF	ETF-其他	8.88%	+0.13%	-1.90%
5	IWF	Ishares Russell 1000 Growth	ETF-其他	6.80%	—	-12.40%
6	EFA	Ishares Msci Eafe ETF	ETF-其他	5.18%	—	+0.88%
7	IWM	Ishares Russell 2000 ETF	ETF-中小型股	4.42%	—	-3.93%
8	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	3.24%	-0.34%	EXIT
9	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.96%	—	+3.32%
10	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.92%	—	-6.78%
11	IWR	Ishares Russell Mid-cap ETF	ETF-其他	2.33%	-0.38%	EXIT
12	IWO	Ishares Russell 2000 Growth	ETF-中小型股	1.61%	—	-15.40%
13	EEM	Ishares Msci Emerging Market	ETF-新兴市场	1.48%	-0.23%	EXIT
14	✓	Credit Suisse Nassau Brh Etn L	股票-其他	1.22%	—	—
15	AAPL	Apple Computer	股票-科技	1.06%	—	+8.24%
16	MSFT	Microsoft CORP	股票-科技	0.90%	-0.01%	-7.88%
17	INTC	Intel CORP	股票-科技	0.71%	-0.32%	EXIT
18	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.67%	+0.28%	+0.24%
19	PCAR	Paccar INC	股票-工业	0.65%	—	-0.02%
20	AEP	American Electric Power Company, Inc.	股票-公用事业	0.53%	—	+51.94%
21	XOM	Exxon Mobil CORP	股票-能源	0.53%	+0.53%	+41.35%
22	CVX	Chevron CORP	股票-能源	0.52%	—	+43.25%
23	WFC	Wells Fargo & Co	股票-金融	0.51%	—	+52.91%
24	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.50%	—	+4.02%
25	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.47%	—	+91.69%
26	SBUX	Starbucks CORP	股票-周期性消费	0.46%	+0.18%	-2.30%
27	IWD	Ishares Russell 1000 Value E	ETF-其他	0.43%	—	+2.43%
28	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.39%	—	-7.57%
29	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.38%	—	-7.15%
30	F	Ford Motor Co	股票-周期性消费	0.38%	—	-4.81%
31	GOOG	Alphabet A	股票-通信服务	0.37%	—	+85.02%
32	PG	Procter & Gamble Co/the	股票-非周期性消费	0.36%	—	+23.52%
33	JNJ	Johnson & Johnson	股票-医疗保健	0.36%	—	+22.38%
34	VB	Vanguard Small-cap ETF	ETF-其他	0.35%	—	—
35	ORCL	Oracle CORP	股票-科技	0.33%	—	+23.91%
36	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.33%	—	+0.49%
37	IBM	Intl Business Machines CORP	股票-科技	0.32%	—	+76.69%
38	MCD	Mcdonald's CORP	股票-周期性消费	0.32%	—	+51.00%
39	PFE	Pfizer INC	股票-医疗保健	0.31%	-0.40%	EXIT
40	HON	Honeywell International INC	股票-工业	0.30%	—	—
41	TWXCHF	Time Warner INC	股票-其他	0.30%	—	+11.41%
42	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.29%	—	+246.59%
43	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.29%	—	+6.06%
44	BRK-B	Berkshire Hathaway Inc.	股票-其他	0.29%	—	+15.97%
45	KO	Coca-cola Co/the	股票-非周期性消费	0.27%	—	+28.96%
46	NKE	Nike INC -cl B	股票-周期性消费	0.25%	—	+212.04%
47	CSCO	Cisco Systems INC	股票-科技	0.25%	—	+102.16%
48	UTXZ	United Tech CORP	股票-其他	0.25%	—	+106.52%
49	JPM	Jpmorgan Chase & Co	股票-金融	0.24%	—	+60.81%
50	PM	Philip Morris International	股票-非周期性消费	0.23%	—	+47.81%

1–50 of 171

本季持股变动

Brighton Jones LLC 于截至 Q3 2013 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IWV	Ishares Russell 3000 ETF	+0.8%	+17.24%	加仓
2	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+91.69%	加仓
3	IJH	Ishares Core S&p Midcap ETF	+0.2%	+246.59%	加仓
4	NKE	Nike INC -cl B	+0.2%	+212.04%	加仓
5	AEP	American Electric Power Company, Inc.	+0.1%	+51.94%	加仓
6	GOOG	Alphabet A	+0.1%	+85.02%	加仓
7	WFC	Wells Fargo & Co	+0.1%	+52.91%	加仓
8	UTXZ	United Tech CORP	+0.1%	+106.52%	加仓
9	AAPL	Apple Computer	+0.1%	+8.24%	加仓
10	CVX	Chevron CORP	+0.1%	+43.25%	加仓
11	IBM	Intl Business Machines CORP	+0.1%	+76.69%	加仓
12	CSCO	Cisco Systems INC	+0.1%	+102.16%	加仓
13	HD	Home Depot INC	+0.1%	+128.69%	加仓
14	C	Citigroup INC	+0.1%	+126.44%	加仓
15	XOM	Exxon Mobil CORP	+0.1%	+41.35%	加仓
16	MCD	Mcdonald's CORP	+0.1%	+51.00%	加仓
17	QCOM	Qualcomm INC	+0.1%	+83.42%	加仓
18	JPM	Jpmorgan Chase & Co	+0.1%	+60.81%	加仓
19	✓	Belden INC	+0.1%	+29.57%	加仓
20	PFE	Pfizer INC	+0.1%	+35.05%	加仓
21	ORCL	Oracle CORP	+0.1%	+23.91%	加仓
22	SCZ	Ishares Msci Eafe Small-cap	0%	-1.69%	减仓
23	EFA	Ishares Msci Eafe ETF	-0.1%	+0.88%	加仓
24	EEM	Ishares Msci Emerging Market	-0.1%	+1.37%	加仓
25	IVV	Ishares Core S&p 500 ETF	-0.2%	+3.32%	加仓
26	MSFT	Microsoft CORP	-0.3%	-7.88%	减仓
27	IWM	Ishares Russell 2000 ETF	-0.4%	-3.93%	减仓
28	IWB	Ishares Russell 1000 ETF	-1%	-1.90%	减仓
29	AMZN	Amazon.com, Inc.	-1.1%	-8.00%	减仓
30	IWF	Ishares Russell 1000 Growth	-1.5%	-12.40%	减仓
31	AMJEUR	Jpmorgan Alerian Mlp Index	-2.6%	-3.76%	减仓
32	✓	Credit Suisse Nassau Brh Etn L	—	NEW	新建仓
33	HON	Honeywell International INC	—	NEW	新建仓
34	PLMKW	Plum Acquisition Corp. IV	—	NEW	新建仓
35	WM	Waste Management INC	—	NEW	新建仓
36	HES	Hess CORP	—	NEW	新建仓
37	KMB	Kimberly-clark CORP	—	NEW	新建仓
38	BAX	Baxter International Inc.	—	NEW	新建仓
39	MA	Mastercard INC - A	—	NEW	新建仓
40	UNP	Union Pacific CORP	—	NEW	新建仓
41	✓		—	NEW	新建仓
42	AMP	Ameriprise Financial INC	—	NEW	新建仓
43	MDT	Medtronic plc	—	NEW	新建仓
44	GILD	Gilead Sciences INC	—	NEW	新建仓
45	ETN	Eaton Corporation plc	—	NEW	新建仓
46	LLY	Eli Lilly & Co	—	NEW	新建仓
47	TRV	Travelers Cos Inc/the	—	NEW	新建仓
48	✓	Anadarko Pete CORP Com	—	NEW	新建仓
49	VOD	Vodafone Group Public Limited Company	—	NEW	新建仓
50	REGN	Regeneron Pharmaceuticals	—	NEW	新建仓