Brighton Jones LLC — Q4 2017 13F 持股

Name: Brighton Jones LLC — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001360798

申報總市值

US$23.7億

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本季完整持股清單

僅顯示前 200 大持股（共 293 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AMZN	Amazon.com INC	股票-循環性消費	23.48%	+2.20%	-0.82%
2	AMJEUR	Jpmorgan Alerian Mlp Index	ETF-大型股與成長	10.39%	—	+3.36%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.79%	+0.28%	-3.80%
4	MSFT	Microsoft CORP	股票-科技	5.63%	-0.01%	-24.57%
5	IWB	Ishares Russell 1000 ETF	ETF-其他	4.50%	+0.13%	-6.23%
6	IWV	Ishares Russell 3000 ETF	ETF-其他	3.44%	—	-6.52%
7	IWM	Ishares Russell 2000 ETF	ETF-中小型股	2.09%	—	-1.15%
8	EFA	Ishares Msci Eafe ETF	ETF-其他	2.07%	—	-4.44%
9	IWF	Ishares Russell 1000 Growth	ETF-其他	1.88%	—	-11.08%
10	UBS	UBS Group AG	股票-金融	1.49%	—	+220.00%
11	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.47%	—	-1.94%
12	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	1.37%	-0.34%	EXIT
13	AAPL	Apple INC	股票-科技	1.34%	+0.43%	+2.34%
14	IWR	Ishares Russell Mid-cap ETF	ETF-其他	1.34%	-0.38%	EXIT
15	ITOT	Ishares Core S&p Total U.s.	ETF-其他	1.33%	—	-0.59%
16	INTC	Intel CORP	股票-科技	0.83%	-0.32%	EXIT
17	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.82%	—	-5.36%
18	SWCHF	Sierra Wireless INC	股票-其他	0.81%	—	+0.09%
19	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.77%	—	-2.12%
20	✓		股票-其他	0.76%	—	+4.05%
21	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.76%	-0.23%	EXIT
22	META	Meta Platforms Inc-class A	股票-通訊服務	0.75%	—	-20.45%
23	SBUX	Starbucks CORP	股票-循環性消費	0.74%	+0.18%	-0.72%
24	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.70%	—	-1.07%
25	TMUS	T-mobile US INC	股票-通訊服務	0.60%	—	-10.79%
26	UNH	Unitedhealth Group INC	股票-醫療保健	0.49%	—	+48.42%
27	GBX	Greenbrier Companies INC	股票-其他	0.49%	—	+14.44%
28	PCAR	Paccar INC	股票-工業	0.44%	—	-0.78%
29	VV	Vanguard Large-cap ETF	ETF-其他	0.40%	—	-0.78%
30	WFC	Wells Fargo & Co	股票-金融	0.37%	—	-3.19%
31	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.36%	—	-6.06%
32	NFLX	Netflix INC	股票-通訊服務	0.34%	—	+10.82%
33	CMCSA	Comcast Corp-class A	股票-通訊服務	0.34%	-0.12%	EXIT
34	VO	Vanguard Mid-cap ETF	ETF-其他	0.33%	—	+9.64%
35	JNJ	Johnson & Johnson	股票-醫療保健	0.33%	—	+1.75%
36	JPM	Jpmorgan Chase & Co	股票-金融	0.32%	—	+4.78%
37	HD	Home Depot INC	股票-循環性消費	0.32%	—	+5.39%
38	VB	Vanguard Small-cap ETF	ETF-其他	0.30%	—	+9.65%
39	XOM	Exxon Mobil CORP	股票-能源	0.28%	+0.53%	+0.80%
40	TIP	Ishares Tips Bond ETF	ETF-其他	0.26%	—	-3.72%
41	NEWREUR	New Relic INC	股票-其他	0.26%	—	-0.26%
42	NKE	Nike INC -cl B	股票-循環性消費	0.25%	—	+39.11%
43	DIS	Walt Disney Co/the	股票-通訊服務	0.24%	—	-6.57%
44	BA	Boeing Co/the	股票-工業	0.23%	—	-1.44%
45	BND	Vanguard Total Bond Market	ETF-其他	0.23%	—	+4.24%
46	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.23%	—	-6.74%
47	TEX	Terex CORP	股票-工業	0.22%	—	-12.86%
48	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.22%	—	-0.64%
49	ACWI	Ishares Msci Acwi ETF	ETF-其他	0.21%	—	+6.05%
50	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.21%	-0.57%	EXIT

1–50 of 200

本季持股變動

Brighton Jones LLC 於截至 Q4 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	AMZN	Amazon.com INC	+2.8%	-0.82%	減碼
2	UBS	UBS Group AG	+1%	+220.00%	加碼
3	UNH	Unitedhealth Group INC	+0.2%	+48.42%	加碼
4	✓		+0.2%	+4.05%	加碼
5	INTC	Intel CORP	+0.1%	+5.23%	加碼
6	NKE	Nike INC -cl B	+0.1%	+39.11%	加碼
7	GBX	Greenbrier Companies INC	+0.1%	+14.44%	加碼
8	AAPL	Apple INC	+0.1%	+2.34%	加碼
9	COST	Costco Wholesale CORP	+0.1%	+63.69%	加碼
10	DIS	Walt Disney Co/the	+0.1%	-6.57%	減碼
11	HD	Home Depot INC	+0.1%	+5.39%	加碼
12	NFLX	Netflix INC	0%	+10.82%	加碼
13	JPM	Jpmorgan Chase & Co	0%	+4.78%	加碼
14	CVX	Chevron CORP	0%	+21.86%	加碼
15	SIVBEUR	Svb Financial Group	0%	+0.88%	加碼
16	VO	Vanguard Mid-cap ETF	0%	+9.64%	加碼
17	VB	Vanguard Small-cap ETF	0%	+9.65%	加碼
18	SBUX	Starbucks CORP	—	-0.72%	減碼
19	BRK-B	Berkshire Hathaway Inc-cl B	—	-2.12%	減碼
20	ITOT	Ishares Core S&p Total U.s.	0%	-0.59%	減碼
21	IWR	Ishares Russell Mid-cap ETF	0%	-1.30%	減碼
22	IVV	Ishares Core S&p 500 ETF	0%	-1.94%	減碼
23	ATVIEUR	Activision Blizzard INC	0%	-55.82%	減碼
24	XLV	Ss Health Care Select Sector	-0.1%	-65.11%	減碼
25	CELG	Celgene CORP	-0.1%	-1.55%	減碼
26	RNST	Renasant CORP	-0.1%	-46.95%	減碼
27	CVS	Cvs Health CORP	-0.1%	+34.04%	加碼
28	MO	Altria Group INC	-0.1%	-53.24%	減碼
29	TMUS	T-mobile US INC	-0.1%	-10.79%	減碼
30	SWCHF	Sierra Wireless INC	-0.1%	+0.09%	加碼
31	AEP	American Electric Power Company, Inc.	-0.2%	-17.95%	減碼
32	EFA	Ishares Msci Eafe ETF	-0.2%	-4.44%	減碼
33	IWF	Ishares Russell 1000 Growth	-0.2%	-11.08%	減碼
34	META	Meta Platforms Inc-class A	-0.2%	-20.45%	減碼
35	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-3.80%	減碼
36	AMJEUR	Jpmorgan Alerian Mlp Index	-0.6%	+3.36%	加碼
37	MSFT	Microsoft CORP	-1.3%	-24.57%	減碼
38	PCG	P G & E CORP	—	EXIT	清倉
39	FIVE	Five Below	—	NEW	新建倉
40	SONY	Sony Group CORP - Sp Adr	—	NEW	新建倉
41	AXP	American Express Co	—	NEW	新建倉
42	✓	America Movil Sab De Cv	—	EXIT	清倉
43	SHY	Ishares 1-3 Year Treasury Bo	—	EXIT	清倉
44	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清倉
45	COLB	Columbia Banking System INC	—	NEW	新建倉
46	✓	Pacific Continental CORP	—	EXIT	清倉
47	SYK	Stryker CORP	—	NEW	新建倉
48	PI	Impinj INC	—	EXIT	清倉
49	DUK	Duke Energy CORP	—	NEW	新建倉
50	MLM	Martin Marietta Materials	—	NEW	新建倉