Q1 2018 Holdings
Filed 2018-05-15 | 162 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.6K | 22,482 | 0.1% |
| Wisdomtree TR(EZM) | US MIDCP EARNING | 97717W570 | $1.7K | 42,888 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.1K | 10,675 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6K | 9,800 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.8K | 10,532 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.9K | 17,197 | 0.1% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $211.0K | 4,461 | 8.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $217.0K | 1,154 | 8.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $217.0K | 1,005 | 8.7% |
| Biogen Inc(BIIB) | COM | 09062X103 | $328.0K | 1,197 | 13.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $647.0K | 6,838 | 26.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $786.0K | 18,336 | 31.7% |