Tyler Mayfield
@Brighton Jones Llc
Latest period2024 - Q3ReportedManaged Assets$2.66BTotal holdings579
Assets growth rate-12.15%Assets growth rate (2-Q avg)-1.47%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Brighton Jones Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 579 positions.
Assets under management
The assets under management (AUM) of Brighton Jones Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.66B in assets, with a quarterly growth rate of -12.15% and a 2-quarter average growth rate of -1.47%. The portfolio is managed by Tyler Mayfield, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VOOVanguard Index Fds
| 0.65% | $17.103M 32,412 shares@ $527.68 avg price | Decreased -3.89% |
QQQInvesco Qqq Tr
| 0.62% | $16.281M 33,359 shares@ $488.07 avg price | Decreased -0.31% |
COSTCostco Whsl Corp New
| 0.59% | $15.65M 17,653 shares@ $886.52 avg price | Decreased -6.84% |
XOMExxon Mobil Corp
| 0.58% | $15.325M 130,734 shares@ $117.22 avg price | Decreased -11.85% |
DLRDigital Rlty Tr Inc
| 0.44% | $11.491M 71,008 shares@ $161.83 avg price | Decreased -0.23% |
DFAEDimensional Etf Trust
| 0.43% | $11.333M 413,447 shares@ $27.41 avg price | Decreased -5.59% |
RWOSpdr Index Shs Fds
| 0.39% | $10.222M 215,056 shares@ $47.53 avg price | Decreased -26.97% |
APPApplovin Corp
| 0.38% | $9.867M 75,578 shares@ $130.55 avg price | Decreased -61.36% |
UNHUnitedhealth Group Inc
| 0.36% | $9.365M 16,018 shares@ $584.69 avg price | Decreased -39.09% |
JPMJpmorgan Chase & Co.
| 0.35% | $9.255M 43,891 shares@ $210.86 avg price | Decreased -5.95% |