Q4 2018 Holdings
Filed 2019-02-08 | 17 holdings | $474.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $164.2K | 1,040,895 | 34.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $114.6K | 1,128,047 | 24.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $65.0K | 62,202 | 13.7% |
| Facebook Inc(META) | CL A | 30303M102 | $49.4K | 376,996 | 10.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $19.4K | 77,028 | 4.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $12.2K | 329,391 | 2.6% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $12.1K | 100,044 | 2.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $7.3K | 190,743 | 1.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $7.1K | 45,909 | 1.5% |
| Vanguard World FD(EDV) | EXTENDED DUR | 921910709 | $5.4K | 47,205 | 1.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.5K | 27,157 | 1.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $4.1K | 58,524 | 0.9% |
| Neon Therapeutics Inc | COM | 64050Y100 | $2.5K | 505,871 | 0.5% |
| Magenta Therapeutics Inc | COM | 55910K108 | $2.3K | 411,379 | 0.5% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $1.9K | 19,560 | 0.4% |
| Aduro Biotech Inc(ADROEUR) | COM | 00739L101 | $1.7K | 640,595 | 0.4% |
| T Rowe Price Group Inc(TROW) | COM | 74144T108 | $898 | 9,731 | 0.2% |