Q4 2019 Holdings
Filed 2020-02-13 | 6 holdings | $62.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| JBG Smith Pptys(JBGS) | COM | 46590V100 | $22.7K | 569,754 | 36.2% |
| Spdr S&P 500(SPY) | ETF TR TR UNIT | 78462F103 | $14.5K | 45,000 | 23.1% |
| Franklin Covey Co(FC) | COM | 353469109 | $13.3K | 413,433 | 21.2% |
| Veeva SYS Inc(VEEV) | COM CL A | 922475108 | $9.6K | 68,030 | 15.2% |
| Zoom Video Communications Inc(ZM) | CL A | 98980L101 | $2.2K | 32,137 | 3.5% |
| Ishares TR Core S&P TTL STK(ITOT) | ETF | 464287150 | $464 | 6,389 | 0.7% |