Brighton Jones portfolio

What changed this quarter

1314 positions with a change (117 new, 594 added to, 445 trimmed, 158 sold); also, 3 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust−1.7 ppof portfolioSold out
  1.8% → —
• NVIDIA+20%more sharesIncreased
  2.8% → 3.6%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Amazon.comAMZN17.7%
• MicrosoftMSFT7.5%
• NVIDIANVDA3.6%
• AppleAAPL3.6%
• AlphabetGOOG · GOOGL2.2%
• Vanguard Index FundsVTI2.0%
• DFA Invt Dimensions Group In1.9%
• Dimensional ETF TrustDFIC1.5%
• Dimensional ETF TrustDFAC1.5%
• Dimensional ETF TrustDFGR1.5%
• Dimensional ETF TrustDFAI1.3%
• iShares Russell 1000 ETFIWB1.2%
• iShares 0-3 Month Treasury B ETFSGOV1.0%
• Vanguard International Equity Index FVT1.0%
• Berkshire HathawayBRK/B · BRK/A0.9%
• Dimensional ETF TrustDFAU0.9%
• Dimensional ETF TrustDFEM0.8%
• State Str Spdr S&P 500 ETF TSPY0.8%
• Manager Directed PortfoliosVGSR0.7%
• Vanguard S&P 500 ETFVOO0.7%
• iShares Russell 1000 Growth ETFIWF0.7%
• iShares Core S&P 500 ETFIVV0.7%
• Meta PlatformsMETA0.7%
• Advanced Micro DevicesAMD0.7%
• Invesco QQQ Trust Series 1 ETFQQQ0.6%
• Dimensional ETF TrustDFAX0.6%
• TeslaTSLA0.6%
• iShares Russell 3000 ETFIWV0.6%
• Dimensional ETF TrustDFAE0.5%
• iShares Core S&P Total U.s ETFITOT0.5%
• Dell TechnologiesDELL0.5%
• Exxon MobilXOM0.5%
• Micron TechnologyMU0.4%
• SnowflakeSNOW0.4%
• JPMorgan ChaseJPM0.4%
• iShares Msci Eafe ETFEFA0.4%
• IntelINTC0.4%
• BroadcomAVGO0.4%
• iShares Russell 2000 ETFIWM0.4%
• T-mobile USTMUS0.4%
• Costco WholesaleCOST0.4%
• Eli LillyLLY0.4%
• StarbucksSBUX0.4%
• Vanguard Ftse Developed ETFVEA0.4%
• OracleORCL0.3%
• Lam ResearchLRCX0.3%
• Space Exploration TechnologiesSPCX0.3%
• Johnson & JohnsonJNJ0.3%
• Vanguard Index FundsVV0.3%
• Vanguard Total International Stock ETFVXUS0.3%
• AmgenAMGN0.3%
• AirbnbABNB0.3%
• MerckMRK0.2%
• ARM HoldingsARM0.2%
• Seagate Technology HoldingsSTX0.2%
• State Street SPDR DOW Jones ETFRWO0.2%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.2%
• Dimensional ETF TrustDFSU0.2%
• Digital Realty TrustDLR0.2%
• Home DepotHD0.2%
• WalmartWMT0.2%
• Palantir TechnologiesPLTR0.2%
• iShares Russell Mid-cap ETFIWR0.2%
• Taiwan Semiconductor ManufacturingTSM0.2%
• Vanguard International Equity Index FVEU0.2%
• Procter & GamblePG0.2%
• Marriott InternationalMAR0.2%
• iShares Msci Eafe Small-cap ETFSCZ0.2%
• VisaV0.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.2%
• SalesforceCRM0.2%
• KLAKLAC0.2%
• Cisco SystemsCSCO0.2%
• CaterpillarCAT0.2%
• iShares Core S&P Midcap ETFIJH0.2%
• CrowdStrike HoldingsCRWD0.2%
• PaccarPCAR0.2%
• UnitedHealth GroupUNH0.2%
• Western DigitalWDC0.2%
• iShares Russell 1000 Value E ETFIWD0.2%
• Schwab US Broad Market ETFSCHB0.2%
• AbbVieABBV0.2%
• ChubbCB0.2%
• ChevronCVX0.1%
• Capital One FinancialCOF0.1%
• SandiskSNDK0.1%
• GE AerospaceGE0.1%
• IsharesEMXC0.1%
• iShares S&P 500 Growth ETFIVW0.1%
• GE VernovaGEV0.1%
• Fidelity Msci Info Tech Indx ETFFTEC0.1%
• Bank of AmericaBAC0.1%
• Arista NetworksANET0.1%
• Wells FargoWFC0.1%
• Comfort Systems USAFIX0.1%
• PepsicoPEP0.1%
• SoFi TechnologiesSOFI0.1%
• iShares Core Msci Eafe ETFIEFA0.1%