Brighton Jones

Latest statistics and disclosures from Brighton Jones's latest quarterly 13F-HR filing:

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Portfolio Holdings for Brighton Jones

Companies in the Brighton Jones portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 29.9 $582M 177k 3285.04
Microsoft Corporation (MSFT) 9.8 $191M +5% 677k 281.92
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 6.8 $132M +6% 7.3M 18.17
Metropcs Communications (TMUS) 6.3 $123M -4% 963k 127.76
Apple (AAPL) 3.0 $58M +7% 408k 141.50
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $58M 259k 222.06
Ishares Tr Rus 1000 Etf (IWB) 2.3 $45M 184k 241.71
Ishares Tr Russell 3000 Etf (IWV) 1.4 $28M -8% 109k 254.85
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $26M +3% 93k 274.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $19M +15% 45k 429.13
Ishares Tr Russell 2000 Etf (IWM) 1.0 $19M 87k 218.75
Ishares Tr Msci Eafe Etf (EFA) 0.9 $18M 229k 78.01
Ishares Tr Core S&p500 Etf (IVV) 0.8 $16M +3% 36k 430.82
Tesla Motors (TSLA) 0.8 $15M +5% 20k 775.51

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Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $13M 134k 98.38
Starbucks Corporation (SBUX) 0.6 $12M +3% 106k 110.31
Alphabet Cap Stk Cl C (GOOG) 0.6 $11M +49% 4.3k 2665.58
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $11M 141k 78.22
Avalara (AVLR) 0.6 $11M -10% 63k 174.77
Snowflake Cl A (SNOW) 0.6 $11M -2% 36k 302.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $11M +2% 106k 101.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $11M 144k 74.41
Alphabet Cap Stk Cl A (GOOGL) 0.5 $11M +62% 3.9k 2673.71
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $9.5M 186k 51.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $8.5M 31k 272.93
Intel Corporation (INTC) 0.4 $7.7M 144k 53.28
Costco Wholesale Corporation (COST) 0.4 $7.4M +5% 16k 449.33
Nike CL B (NKE) 0.4 $7.2M +2% 50k 145.23
Vanguard Index Fds Large Cap Etf (VV) 0.4 $7.1M 35k 200.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $6.9M +2% 260k 26.57
Docusign (DOCU) 0.4 $6.9M -13% 27k 257.42
salesforce (CRM) 0.4 $6.8M +11% 25k 271.22
Lendingclub Corp Com New (LC) 0.3 $6.8M +12% 241k 28.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $6.2M 123k 50.38
Facebook Cl A (FB) 0.3 $6.0M +7% 18k 339.40
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $5.9M 56k 106.48
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $5.7M 171k 33.33
Comcast Corp Cl A (CMCSA) 0.3 $5.5M 98k 55.93
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $5.4M +7% 23k 236.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.2M +7% 15k 357.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $5.1M 81k 63.26
JPMorgan Chase & Co. (JPM) 0.3 $5.0M +2% 31k 163.69
Walt Disney Company (DIS) 0.3 $5.0M +10% 29k 169.17
Johnson & Johnson (JNJ) 0.3 $4.9M 31k 161.49
Accenture Plc Ireland Shs Class A (ACN) 0.3 $4.9M 15k 319.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $4.8M +7% 17k 290.15
Amgen (AMGN) 0.2 $4.6M 22k 212.67
Paccar (PCAR) 0.2 $4.6M 58k 78.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.4M +22% 11k 394.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.4M +22% 28k 156.52
Lowe's Companies (LOW) 0.2 $4.2M +4% 21k 202.84
Boeing Company (BA) 0.2 $4.0M +17% 18k 219.92
Oracle Corporation (ORCL) 0.2 $3.9M +41% 45k 87.13
Ishares Msci Emrg Chn (EMXC) 0.2 $3.9M 65k 60.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $3.9M 35k 112.07
Home Depot (HD) 0.2 $3.8M -4% 12k 328.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.8M +11% 22k 169.26
Ishares Tr Tips Bd Etf (TIP) 0.2 $3.7M +3% 29k 127.68
Amc Entmt Hldgs Cl A Com (AMC) 0.2 $3.5M 92k 38.06
Solaredge Technologies (SEDG) 0.2 $3.5M 13k 265.18
Vanguard Index Fds Value Etf (VTV) 0.2 $3.5M 26k 135.36
Visa Com Cl A (V) 0.2 $3.4M +4% 16k 222.76
Cisco Systems (CSCO) 0.2 $3.4M 63k 54.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $3.3M 11k 293.61
NVIDIA Corporation (NVDA) 0.2 $3.1M +372% 15k 207.16
Adobe Systems Incorporated (ADBE) 0.2 $3.1M -3% 5.4k 575.75
Shopify Cl A (SHOP) 0.2 $3.1M -6% 2.3k 1355.70
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $3.0M -2% 30k 99.90
Bank of America Corporation (BAC) 0.2 $3.0M 71k 42.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.9M 10k 280.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.9M 7.00 411428.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.8M +16% 56k 50.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.8M NEW 8.1k 338.28
Pepsi (PEP) 0.1 $2.7M +4% 18k 150.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.6M 67k 38.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.6M +14% 25k 104.03
SVB Financial (SIVB) 0.1 $2.6M 4.0k 646.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.5M 11k 236.25
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $2.5M +6% 30k 82.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.5M 34k 73.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.4M 17k 139.63
Netflix (NFLX) 0.1 $2.3M +4% 3.8k 610.27
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.2M 15k 153.60
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.2M 19k 117.56
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.2M +16% 10k 218.70
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.2M -5% 20k 114.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $2.2M +19% 44k 50.49
Exxon Mobil Corporation (XOM) 0.1 $2.2M -15% 37k 58.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.2M -2% 19k 113.26
UnitedHealth (UNH) 0.1 $2.1M 5.4k 390.81
Paypal Holdings (PYPL) 0.1 $2.1M -6% 8.0k 260.17
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M +2% 12k 164.24
Procter & Gamble Company (PG) 0.1 $2.0M +5% 15k 139.82
Merck & Co (MRK) 0.1 $2.0M +6% 27k 75.11
Thermo Fisher Scientific (TMO) 0.1 $1.9M 3.4k 571.17
Airbnb Com Cl A (ABNB) 0.1 $1.9M 11k 167.76
Greenbrier Companies (GBX) 0.1 $1.8M 43k 43.00
Verizon Communications (VZ) 0.1 $1.8M -8% 34k 54.02
Five Star Bancorp (FSBC) 0.1 $1.8M NEW 76k 23.94
International Business Machines (IBM) 0.1 $1.8M +6% 13k 138.91
Anthem (ANTM) 0.1 $1.8M 4.7k 372.78
Danaher Corporation (DHR) 0.1 $1.8M 5.8k 304.41
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.7M +10% 45k 38.81
Us Bancorp Del Com New (USB) 0.1 $1.7M 29k 59.43
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.7M 14k 118.66
Pfizer (PFE) 0.1 $1.7M +2% 39k 43.01
Union Pacific Corporation (UNP) 0.1 $1.7M -3% 8.6k 196.03
Texas Instruments Incorporated (TXN) 0.1 $1.7M -4% 8.6k 192.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.6M +4% 16k 103.86
Chevron Corporation (CVX) 0.1 $1.6M +9% 16k 101.45
Adaptive Biotechnologies Cor (ADPT) 0.1 $1.5M 45k 33.98
Snap Cl A (SNAP) 0.1 $1.5M +73% 21k 73.86
Omeros Corporation (OMER) 0.1 $1.5M +20% 110k 13.79
Abbott Laboratories (ABT) 0.1 $1.5M 13k 118.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.5M -3% 25k 60.96
Advanced Micro Devices (AMD) 0.1 $1.5M 15k 102.88
American Tower Reit (AMT) 0.1 $1.5M +2% 5.6k 265.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.5M +15% 5.6k 263.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.5M 14k 101.77
McDonald's Corporation (MCD) 0.1 $1.4M +33% 6.0k 241.04
Nlight (LASR) 0.1 $1.4M 51k 28.19
S&p Global (SPGI) 0.1 $1.4M 3.4k 424.98
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.4M +60% 13k 109.17
Coca-Cola Company (KO) 0.1 $1.4M -7% 27k 52.45
Oncternal Therapeutics (ONCT) 0.1 $1.4M 334k 4.17
Eli Lilly & Co. (LLY) 0.1 $1.4M +5% 6.0k 231.01
At&t (T) 0.1 $1.4M -13% 51k 27.02
Nextera Energy (NEE) 0.1 $1.3M -2% 17k 78.50
W.R. Berkley Corporation (WRB) 0.1 $1.3M NEW 18k 73.19
Bristol Myers Squibb (BMY) 0.1 $1.3M +6% 22k 59.17
CVS Caremark Corporation (CVS) 0.1 $1.2M +6% 15k 84.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.2M +3% 17k 74.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.2M -6% 12k 102.42
Uber Technologies (UBER) 0.1 $1.2M -3% 27k 44.81
Qualcomm (QCOM) 0.1 $1.2M +9% 9.5k 128.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.2M +13% 12k 103.38
Deere & Company (DE) 0.1 $1.2M 3.6k 335.01
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M 7.9k 149.29
Lockheed Martin Corporation (LMT) 0.1 $1.2M 3.4k 345.11
Wells Fargo & Company (WFC) 0.1 $1.2M -10% 25k 46.42
Abbvie (ABBV) 0.1 $1.2M +17% 11k 107.89
Air Products & Chemicals (APD) 0.1 $1.1M 4.5k 256.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.1M +34% 13k 85.44
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $1.1M 20k 56.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.1M +41% 11k 100.06
Dimensional Etf Trust Internatnal Val 0.1 $1.1M NEW 35k 32.75
Doordash Cl A (DASH) 0.1 $1.1M NEW 5.5k 206.05
Williams-Sonoma (WSM) 0.1 $1.1M 6.4k 177.29
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $1.1M 18k 62.58
Prologis (PLD) 0.1 $1.1M +99% 8.8k 125.38
Intuitive Surgical Com New (ISRG) 0.1 $1.1M +3% 1.1k 994.55
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.1M +2% 15k 74.22
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M 17k 61.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.1M 8.3k 127.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.1M 7.1k 149.78
Cracker Barrel Old Country Store (CBRL) 0.1 $1.0M 7.5k 139.88
Automatic Data Processing (ADP) 0.1 $1.0M 5.2k 199.88
Philip Morris International (PM) 0.1 $1.0M +3% 11k 94.79
Honeywell International (HON) 0.1 $1000k -4% 4.7k 212.36
Medtronic SHS (MDT) 0.1 $979k +6% 7.8k 125.38
Wal-Mart Stores (WMT) 0.1 $975k -16% 7.0k 139.41
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $973k -4% 12k 81.90
Mastercard Incorporated Cl A (MA) 0.0 $969k -12% 2.8k 347.56
Digital Realty Trust (DLR) 0.0 $958k +3% 6.6k 144.45
Raytheon Technologies Corp (RTX) 0.0 $956k +5% 11k 85.95
Crowdstrike Hldgs Cl A (CRWD) 0.0 $950k +34% 3.9k 245.86
Truist Financial Corp equities (TFC) 0.0 $945k 16k 58.63
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $917k -17% 6.3k 145.37
Ishares Tr Core Msci Total (IXUS) 0.0 $915k 13k 70.97
Molina Healthcare (MOH) 0.0 $899k 3.3k 271.27
Select Sector Spdr Tr Financial (XLF) 0.0 $898k +30% 24k 37.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $896k 15k 60.07
Marsh & McLennan Companies (MMC) 0.0 $891k 5.9k 151.38
United Parcel Service CL B (UPS) 0.0 $888k -5% 4.9k 182.19
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $887k +4% 10k 85.36
Empire St Rlty Tr Cl A (ESRT) 0.0 $858k -23% 86k 10.03
Goldman Sachs (GS) 0.0 $844k +9% 2.2k 377.97
MGIC Investment (MTG) 0.0 $842k 56k 14.97
Illinois Tool Works (ITW) 0.0 $828k 4.0k 206.74
3M Company (MMM) 0.0 $815k -10% 4.6k 175.50
Target Corporation (TGT) 0.0 $807k 3.5k 228.87
Intuit (INTU) 0.0 $798k +41% 1.5k 539.19
Republic Services (RSG) 0.0 $797k -4% 6.6k 120.07
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $792k +2% 8.3k 95.91
Square Cl A (SQ) 0.0 $783k +28% 3.3k 239.89
American Electric Power Company (AEP) 0.0 $782k -21% 9.6k 81.14
American Express Company (AXP) 0.0 $776k +9% 4.6k 167.49
Morgan Stanley Com New (MS) 0.0 $775k -17% 8.0k 97.29
Newmont Mining Corporation (NEM) 0.0 $773k 14k 54.33
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $771k +5% 4.2k 182.36
Health Catalyst (HCAT) 0.0 $770k -47% 15k 50.01
Vanguard World Fds Energy Etf (VDE) 0.0 $764k +221% 10k 73.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $762k +10% 5.7k 133.73
BlackRock (BLK) 0.0 $760k +7% 906.00 838.85
Stryker Corporation (SYK) 0.0 $758k -8% 2.9k 263.65
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $758k +18% 25k 29.86
Zillow Group Cl C Cap Stk (Z) 0.0 $748k +9% 8.5k 88.12
Broadmark Rlty Cap (BRMK) 0.0 $747k +2% 76k 9.86
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $747k 4.1k 182.46
Zillow Group Cl A (ZG) 0.0 $741k +6% 8.4k 88.63
Smartsheet Com Cl A (SMAR) 0.0 $739k +4% 11k 68.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $734k +82% 8.9k 82.46
Vanguard World Fds Financials Etf (VFH) 0.0 $733k +241% 7.9k 92.66
Crown Castle Intl (CCI) 0.0 $733k +37% 4.2k 173.33
Tilray Com Cl 2 (TLRY) 0.0 $724k -2% 64k 11.29
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $712k 2.0k 360.69
General Electric Com New (GE) 0.0 $698k NEW 6.8k 103.09
Altria (MO) 0.0 $691k 15k 45.51
Applied Materials (AMAT) 0.0 $682k -10% 5.3k 128.75
Dex (DXCM) 0.0 $680k -10% 1.2k 547.06
Ark Etf Tr Innovation Etf (ARKK) 0.0 $680k -5% 6.2k 110.57
Vanguard World Fds Industrial Etf (VIS) 0.0 $678k NEW 3.6k 187.86
Walgreen Boots Alliance (WBA) 0.0 $674k -5% 14k 47.07
Trane Technologies SHS (TT) 0.0 $666k 3.9k 172.58
Moderna (MRNA) 0.0 $664k -3% 1.7k 384.93
eBay (EBAY) 0.0 $658k 9.4k 69.67
Kroger (KR) 0.0 $657k 16k 40.42
Procore Technologies (PCOR) 0.0 $656k 7.3k 89.37
Waste Management (WM) 0.0 $656k +8% 4.4k 149.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $647k NEW 22k 28.93
Vanguard World Fds Materials Etf (VAW) 0.0 $645k NEW 3.7k 173.11
Gilead Sciences (GILD) 0.0 $645k -9% 9.2k 69.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $642k -6% 21k 30.64
Nordstrom (JWN) 0.0 $641k 24k 26.45
Ball Corporation (BLL) 0.0 $640k 7.1k 89.95
Equifax (EFX) 0.0 $637k 2.5k 253.28
Ishares Tr S&p 100 Etf (OEF) 0.0 $634k 3.2k 197.51
Heritage Financial Corporation (HFWA) 0.0 $634k 25k 25.50
Allstate Corporation (ALL) 0.0 $631k 5.0k 127.24
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $630k +21% 14k 44.41
Kimberly-Clark Corporation (KMB) 0.0 $623k +9% 4.7k 132.36
Cloudflare Cl A Com (NET) 0.0 $623k +3% 5.5k 112.66
Beyond Meat (BYND) 0.0 $617k NEW 5.9k 105.22
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $614k NEW 20k 30.16
Ampio Pharmaceuticals (AMPE) 0.0 $613k +116% 369k 1.66
Synchrony Financial (SYF) 0.0 $612k -18% 13k 48.89
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $598k 20k 30.49
Nortonlifelock (NLOK) 0.0 $590k 23k 25.31
Capital One Financial (COF) 0.0 $590k +12% 3.6k 161.87
Zendesk (ZEN) 0.0 $589k +28% 5.1k 116.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $582k +43% 6.2k 94.40
Caterpillar (CAT) 0.0 $577k 3.0k 192.14
Agilent Technologies Inc C ommon (A) 0.0 $571k 3.6k 157.39
Ishares Tr Select Divid Etf (DVY) 0.0 $570k +5% 5.0k 114.76
Travelers Companies (TRV) 0.0 $568k +16% 3.7k 151.95
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $565k 12k 48.51
General Dynamics Corporation (GD) 0.0 $562k +16% 2.9k 196.09
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $556k 3.5k 158.45
Cigna Corp (CI) 0.0 $553k -3% 2.8k 200.29
Barings Bdc (BBDC) 0.0 $550k -27% 50k 11.02
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $549k -13% 3.7k 148.18
Northrop Grumman Corporation (NOC) 0.0 $544k -4% 1.5k 359.79
Cummins (CMI) 0.0 $542k 2.4k 224.62
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $539k +2% 34k 15.99
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $536k 12k 43.45
Invitae (NVTA) 0.0 $535k 19k 28.42
Roku Com Cl A (ROKU) 0.0 $532k NEW 1.7k 313.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $530k +30% 6.1k 87.43
Bluebird Bio (BLUE) 0.0 $527k 28k 19.11
Epam Systems (EPAM) 0.0 $526k 922.00 570.50
Broadcom (AVGO) 0.0 $525k +6% 1.1k 484.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $525k +27% 10k 51.20
Fortinet (FTNT) 0.0 $522k +3% 1.8k 291.95
Rocket Lab Usa 0.0 $517k NEW 32k 16.12
Discover Financial Services (DFS) 0.0 $515k +5% 4.2k 122.88
Parker-Hannifin Corporation (PH) 0.0 $515k 1.8k 279.44
Dominion Resources (D) 0.0 $515k -11% 7.0k 73.06
PNC Financial Services (PNC) 0.0 $514k +10% 2.6k 195.74
Ares Capital Corporation (ARCC) 0.0 $511k +11% 25k 20.32
Booking Holdings (BKNG) 0.0 $510k +8% 215.00 2372.09
Lyft Cl A Com (LYFT) 0.0 $501k -39% 9.3k 53.61
Terex Corporation (TEX) 0.0 $500k 12k 42.12
Best Buy (BBY) 0.0 $493k +32% 4.7k 105.77
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $490k +13% 2.7k 179.42
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $489k 6.7k 73.25
Unilever Spon Adr New (UL) 0.0 $485k +2% 9.0k 54.19
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.0 $481k 11k 44.15
Vanguard World Fds Health Car Etf (VHT) 0.0 $478k +15% 1.9k 247.28
Akamai Technologies (AKAM) 0.0 $476k 4.6k 104.52
Asana Cl A (ASAN) 0.0 $476k -62% 4.6k 103.86
Servicenow (NOW) 0.0 $476k +29% 765.00 622.22
Chemours (CC) 0.0 $474k NEW 2.5k 188.02
Coinbase Global Com Cl A (COIN) 0.0 $472k +12% 2.1k 227.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $471k +21% 7.7k 61.37
Copart (CPRT) 0.0 $452k -4% 3.3k 138.82
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $451k +6% 15k 31.08
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.0 $449k 30k 14.97
TJX Companies (TJX) 0.0 $449k +2% 6.8k 66.00
Match Group (MTCH) 0.0 $445k +2% 2.8k 156.97
Lam Research Corporation (LRCX) 0.0 $441k -4% 775.00 569.03
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $438k +16% 1.1k 401.47
Hp (HPQ) 0.0 $435k 16k 27.39
Broadstone Net Lease (BNL) 0.0 $435k 18k 24.79
Zoom Video Communications In Cl A (ZM) 0.0 $433k +75% 1.7k 261.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $430k +38% 7.8k 54.79
Novartis Sponsored Adr (NVS) 0.0 $429k +28% 5.2k 81.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $429k 892.00 480.94
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $426k 6.9k 62.10
Norfolk Southern (NSC) 0.0 $423k 1.8k 239.39
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $422k NEW 5.7k 73.69
Mondelez Intl Cl A (MDLZ) 0.0 $417k 7.2k 58.12
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $413k -14% 5.6k 73.49
Dell Technologies CL C (DELL) 0.0 $400k +4% 3.8k 103.92
Palantir Technologies Cl A (PLTR) 0.0 $399k +31% 17k 24.03
Kkr & Co (KKR) 0.0 $399k +10% 6.6k 60.90
Twilio Cl A (TWLO) 0.0 $398k -3% 1.2k 318.65
TransDigm Group Incorporated (TDG) 0.0 $397k 635.00 625.20
Alaska Air (ALK) 0.0 $395k 6.7k 58.57
Dupont De Nemours (DD) 0.0 $395k 5.8k 68.01
Citigroup Com New (C) 0.0 $387k -19% 5.5k 70.15
Ishares Silver Tr Ishares (SLV) 0.0 $387k -3% 19k 20.50
Mongodb Cl A (MDB) 0.0 $386k NEW 818.00 471.88
Washington Federal (WAFD) 0.0 $385k 11k 34.32
Public Storage (PSA) 0.0 $382k 1.3k 297.05
J P Morgan Exchange-traded F Betabuldrs Japan (BBJP) 0.0 $381k 6.5k 58.67
Ishares Msci Frontier (FM) 0.0 $380k 11k 33.94
Yum! Brands (YUM) 0.0 $378k 3.1k 122.21
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $374k +46% 5.7k 66.02
Bank Of Montreal Cadcom (BMO) 0.0 $372k +7% 3.7k 99.63
Cerner Corporation (CERN) 0.0 $371k 5.3k 70.52
Regeneron Pharmaceuticals (REGN) 0.0 $369k +9% 609.00 605.91
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $366k +3% 5.2k 69.81
MercadoLibre (MELI) 0.0 $366k -29% 218.00 1678.90
Ecolab (ECL) 0.0 $364k 1.7k 208.60
Domo Com Cl B (DOMO) 0.0 $357k +4% 4.2k 84.40
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $354k -6% 3.5k 100.77
Nio Spon Ads (NIO) 0.0 $353k +31% 9.9k 35.67
Illumina (ILMN) 0.0 $353k +89% 870.00 405.75
United Bankshares (UBSI) 0.0 $353k 9.7k 36.37
Prudential Financial (PRU) 0.0 $352k +33% 3.3k 105.14
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $350k 1.5k 235.85
Ishares Msci Russia Etf (ERUS) 0.0 $350k 7.3k 47.77
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $349k 7.4k 46.86
Proshares Tr Online Rtl Etf (ONLN) 0.0 $347k 5.3k 65.62
Atlassian Corp Cl A (TEAM) 0.0 $345k 882.00 391.16
Redfin Corp (RDFN) 0.0 $343k +9% 6.9k 50.06
Colgate-Palmolive Company (CL) 0.0 $342k 4.5k 75.53
Ishares Tr Core Msci Pac (IPAC) 0.0 $338k -67% 5.0k 67.05
Expedia Group Com New (EXPE) 0.0 $335k +16% 2.0k 163.81
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $335k +18% 2.6k 130.00
ConocoPhillips (COP) 0.0 $334k -45% 4.9k 67.75
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $334k 3.2k 105.33
Oge Energy Corp (OGE) 0.0 $332k +2% 10k 32.96
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $331k 9.1k 36.48
FedEx Corporation (FDX) 0.0 $330k +18% 1.5k 219.41
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $328k 1.7k 198.31
Crispr Therapeutics Namen Akt (CRSP) 0.0 $327k +18% 2.9k 111.79
Redwood Trust (RWT) 0.0 $326k 25k 12.90
Ford Motor Company (F) 0.0 $325k +8% 23k 14.14
Equinix (EQIX) 0.0 $324k +2% 410.00 790.24
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $324k NEW 5.8k 55.42
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $324k 2.7k 119.47
Pinterest Cl A (PINS) 0.0 $321k +35% 6.3k 51.00
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $320k +2% 6.0k 52.97
Funko Com Cl A (FNKO) 0.0 $310k 17k 18.19
Dow (DOW) 0.0 $310k 5.4k 57.65
Power Integrations (POWI) 0.0 $310k 3.1k 99.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $310k 2.3k 133.16
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $309k +15% 2.2k 140.77
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $306k -2% 14k 21.68
McKesson Corporation (MCK) 0.0 $305k -6% 1.5k 199.61
Seagen (SGEN) 0.0 $305k -45% 1.8k 170.01
Brady Corp Cl A (BRC) 0.0 $304k 6.0k 50.76
Becton, Dickinson and (BDX) 0.0 $302k 1.2k 245.93
Intercontinental Exchange (ICE) 0.0 $297k 2.6k 114.85
V.F. Corporation (VFC) 0.0 $296k +6% 4.4k 66.97
Marathon Petroleum Corp (MPC) 0.0 $294k +3% 4.8k 61.71
NVR (NVR) 0.0 $292k 61.00 4786.89
Aon Shs Cl A (AON) 0.0 $291k -6% 1.0k 285.85
Washington Real Estate Invt Sh Ben Int (WRE) 0.0 $289k 12k 24.75
Comerica Incorporated (CMA) 0.0 $286k -3% 3.6k 80.52
Prothena Corp SHS (PRTA) 0.0 $285k 4.0k 71.25
Sony Group Corporation Sponsored Adr (SONY) 0.0 $285k +5% 2.6k 110.51
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $284k NEW 9.0k 31.56
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $282k 7.6k 37.16
Sirius Xm Holdings (SIRI) 0.0 $281k +11% 46k 6.10
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $281k +5% 4.4k 63.85
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $278k 4.8k 57.46
Franklin Resources (BEN) 0.0 $275k -4% 9.2k 29.75
Eaton Corp SHS (ETN) 0.0 $275k -6% 1.8k 149.29
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $273k 2.3k 119.11
Southern Company (SO) 0.0 $271k +2% 4.4k 61.91
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $269k -3% 8.4k 32.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $268k +7% 3.4k 79.22
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $266k NEW 3.1k 86.28
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $265k 3.5k 75.43
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $263k -4% 4.9k 53.89
Emerson Electric (EMR) 0.0 $262k -5% 2.8k 94.04
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $261k +601% 4.2k 62.83
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $261k 6.7k 38.71
Otis Worldwide Corp (OTIS) 0.0 $260k +8% 3.2k 82.15
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $258k -13% 1.6k 160.45
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $258k 4.9k 52.64
Penn National Gaming (PENN) 0.0 $255k 3.5k 72.55
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $254k 11k 22.30
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $254k NEW 9.3k 27.26
Fortive (FTV) 0.0 $252k +6% 3.6k 70.51
Immersion Corporation (IMMR) 0.0 $251k NEW 37k 6.84
The Trade Desk Com Cl A (TTD) 0.0 $251k -17% 3.6k 70.37
Wabtec Corporation (WAB) 0.0 $250k 2.9k 86.18
Edwards Lifesciences (EW) 0.0 $250k +2% 2.2k 113.02
Jacobs Engineering (J) 0.0 $250k -6% 1.9k 132.28
Autodesk (ADSK) 0.0 $248k +26% 870.00 285.06
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $247k +9% 3.9k 64.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $247k +21% 1.9k 131.94
F5 Networks (FFIV) 0.0 $246k 1.2k 198.71
Vulcan Materials Company (VMC) 0.0 $246k 1.5k 168.96
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $245k 23k 10.80
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $245k +2% 5.4k 45.49
Motorola Solutions Com New (MSI) 0.0 $244k +4% 1.0k 232.60
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $243k +7% 2.4k 103.10
Freeport-mcmoran CL B (FCX) 0.0 $243k +7% 7.5k 32.50
Charles Schwab Corporation (SCHW) 0.0 $241k +3% 3.3k 72.94
Ishares Tr Global Energ Etf (IXC) 0.0 $240k 8.9k 26.84
Corteva (CTVA) 0.0 $239k +2% 5.7k 42.11
Chipotle Mexican Grill (CMG) 0.0 $238k -70% 131.00 1816.79
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $238k -5% 6.7k 35.55
Global X Fds Genomic Biotech (GNOM) 0.0 $238k 11k 22.18
Gold Tr Ishares New (IAU) 0.0 $236k -24% 7.1k 33.39
Biogen Idec (BIIB) 0.0 $236k NEW 833.00 283.31
Zimmer Holdings (ZBH) 0.0 $236k 1.6k 146.31
Bank of New York Mellon Corporation (BK) 0.0 $235k 4.5k 51.88
Canadian Natl Ry (CNI) 0.0 $235k 2.0k 115.76
L3harris Technologies (LHX) 0.0 $234k -8% 1.1k 220.13