Brighton Jones LLC — Q4 2016 13F 持股

Name: Brighton Jones LLC — 13F Holdings, Q4 2016
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	AMZN	Amazon.com INC	股票-周期性消费	37.24%	+2.20%	-22.66%
2	AMJEUR	Jpmorgan Alerian Mlp Index	ETF-大型股与成长	10.46%	—	+67.60%
3	IWB	Ishares Russell 1000 ETF	ETF-其他	7.88%	+0.13%	-40.56%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.33%	+0.28%	-53.55%
5	IWV	Ishares Russell 3000 ETF	ETF-其他	3.99%	—	-66.32%
6	IWM	Ishares Russell 2000 ETF	ETF-中小型股	3.28%	—	-45.76%
7	EFA	Ishares Msci Eafe ETF	ETF-其他	2.56%	—	-53.74%
8	IWF	Ishares Russell 1000 Growth	ETF-其他	2.38%	—	-57.95%
9	IWR	Ishares Russell Mid-cap ETF	ETF-其他	2.36%	-0.38%	EXIT
10	ITOT	Ishares Core S&p Total U.s.	ETF-其他	2.36%	—	-27.96%
11	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	1.84%	-0.34%	EXIT
12	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	1.14%	—	-50.82%
13	AAPL	Apple INC	股票-科技	1.05%	+0.43%	-62.72%
14	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.96%	-0.23%	EXIT
15	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.95%	—	-79.20%
16	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.75%	—	-56.44%
17	MSFT	Microsoft CORP	股票-科技	0.75%	-0.01%	-82.42%
18	SBUX	Starbucks CORP	股票-周期性消费	0.69%	+0.18%	-70.37%
19	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.40%	—	-34.75%
20	VV	Vanguard Large-cap ETF	ETF-其他	0.36%	—	-68.19%
21	SIVBEUR	Svb Financial Group	股票-其他	0.35%	—	-0.67%
22	AEP	American Electric Power Company, Inc.	股票-公用事业	0.31%	—	-73.15%
23	XOM	Exxon Mobil CORP	股票-能源	0.30%	+0.53%	-71.85%
24	VO	Vanguard Mid-cap ETF	ETF-其他	0.30%	—	-68.32%
25	TWXCHF	Time Warner INC	股票-其他	0.29%	—	-49.04%
26	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.29%	—	-71.66%
27	JPM	Jpmorgan Chase & Co	股票-金融	0.28%	—	-72.65%
28	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.26%	-0.57%	EXIT
29	ULTA	Ulta Beauty INC	股票-周期性消费	0.25%	—	-40.93%
30	VNQI	Vanguard Glbl Ex-us Real Est	ETF-其他	0.25%	—	+32.82%
31	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.25%	—	-51.50%
32	AXP	American Express Company	股票-金融	0.23%	—	-28.23%
33	NKE	Nike INC -cl B	股票-周期性消费	0.22%	—	-60.09%
34	JNJ	Johnson & Johnson	股票-医疗保健	0.22%	—	-73.55%
35	WFC	Wells Fargo & Co	股票-金融	0.21%	—	-77.83%
36	CSCO	Cisco Systems INC	股票-科技	0.21%	—	-48.42%
37	VNQ	Vanguard Real Estate ETF	ETF-其他	0.21%	—	-36.34%
38	IWD	Ishares Russell 1000 Value E	ETF-其他	0.20%	—	-65.85%
39	STX	Seagate Technology Holdings plc	股票-科技	0.20%	—	+0.37%
40	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.19%	—	-89.12%
41	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.19%	—	-69.55%
42	PFF	Ishares Preferred & Income S	ETF-其他	0.19%	—	-28.56%
43	IBM	Intl Business Machines CORP	股票-科技	0.18%	—	-74.66%
44	COST	Costco Wholesale CORP	股票-非周期性消费	0.18%	—	-27.61%
45	VB	Vanguard Small-cap ETF	ETF-其他	0.18%	—	-75.97%
46	T	At&t INC	股票-通信服务	0.18%	—	-61.68%
47	CHTR	Charter Communications Inc-a	股票-通信服务	0.17%	—	-48.61%
48	CENTA	Central Garden And Pet Co-a	股票-其他	0.17%	—	-9.90%
49	✓	Invesco Global Listed Private Equity ETF	ETF-其他	0.17%	—	—
50	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.17%	—	-50.79%

1–50 of 99

本季持股变动

Brighton Jones LLC 于截至 Q4 2016 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	AMZN	Amazon.com INC	+14.2%	-22.66%	减仓
2	AMJEUR	Jpmorgan Alerian Mlp Index	+7.8%	+67.60%	加仓
3	IWB	Ishares Russell 1000 ETF	+2.4%	-40.56%	减仓
4	ITOT	Ishares Core S&p Total U.s.	+1%	-27.96%	减仓
5	IWM	Ishares Russell 2000 ETF	+0.9%	-45.76%	减仓
6	IWR	Ishares Russell Mid-cap ETF	+0.8%	-36.49%	减仓
7	VTI	Vanguard Total Stock Mkt ETF	+0.7%	-53.55%	减仓
8	SCZ	Ishares Msci Eafe Small-cap	+0.2%	-48.25%	减仓
9	EEM	Ishares Msci Emerging Market	+0.1%	-46.39%	减仓
10	EFA	Ishares Msci Eafe ETF	+0.1%	-53.74%	减仓
11	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	-56.44%	减仓
12	EFG	Ishares Msci Eafe Growth ETF	+0.1%	-50.82%	减仓
13	IWF	Ishares Russell 1000 Growth	0%	-57.95%	减仓
14	JPM	Jpmorgan Chase & Co	-0.1%	-72.65%	减仓
15	VO	Vanguard Mid-cap ETF	-0.1%	-68.32%	减仓
16	VV	Vanguard Large-cap ETF	-0.1%	-68.19%	减仓
17	VEA	Vanguard Ftse Developed ETF	-0.1%	-68.99%	减仓
18	IBM	Intl Business Machines CORP	-0.1%	-74.66%	减仓
19	WFC	Wells Fargo & Co	-0.1%	-77.83%	减仓
20	VB	Vanguard Small-cap ETF	-0.1%	-75.97%	减仓
21	AAPL	Apple INC	-0.1%	-62.72%	减仓
22	IWO	Ishares Russell 2000 Growth	-0.1%	-71.66%	减仓
23	XOM	Exxon Mobil CORP	-0.1%	-71.85%	减仓
24	JNJ	Johnson & Johnson	-0.1%	-73.55%	减仓
25	AEP	American Electric Power Company, Inc.	-0.2%	-73.15%	减仓
26	MRK	Merck & Co. INC.	-0.2%	-82.42%	减仓
27	IWS	Ishares Russell Mid-cap Valu	-0.2%	-83.11%	减仓
28	TIP	Ishares Tips Bond ETF	-0.2%	-82.34%	减仓
29	AGG	Ishares Core U.s. Aggregate	-0.2%	-78.91%	减仓
30	HD	Home Depot INC	-0.2%	-83.40%	减仓
31	ORCL	Oracle CORP	-0.2%	-87.75%	减仓
32	CMCSA	Comcast Corp-class A	-0.2%	-89.92%	减仓
33	SBUX	Starbucks CORP	-0.3%	-70.37%	减仓
34	PCAR	Paccar INC	-0.4%	-91.92%	减仓
35	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.6%	-89.12%	减仓
36	INTC	Intel CORP	-0.6%	-92.29%	减仓
37	META	Meta Platforms Inc-class A	-0.8%	-93.32%	减仓
38	IWV	Ishares Russell 3000 ETF	-0.9%	-66.32%	减仓
39	MSFT	Microsoft CORP	-0.9%	-82.42%	减仓
40	IVV	Ishares Core S&p 500 ETF	-0.9%	-79.20%	减仓
41	✓	Credit Suisse Nassau Brh Etn L	—	EXIT	清仓
42	SWCHF	Sierra Wireless INC	—	EXIT	清仓
43	GBX	Greenbrier Companies INC	—	EXIT	清仓
44	✓		—	EXIT	清仓
45	TMUS	T-mobile US INC	—	EXIT	清仓
46	NEWREUR	New Relic INC	—	EXIT	清仓
47	ACN	Accenture plc	—	EXIT	清仓
48	UAA	Under Armour Inc-class A	—	EXIT	清仓
49	NFLX	Netflix INC	—	EXIT	清仓
50	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓