Q3 2018 Holdings
Filed 2018-10-12 | 18 holdings | $137.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corp(NVDA) | COM | 67066G104 | $122.5K | 435,857 | 88.8% |
| Workday Inc(WDAY) | CL A | 98138H101 | $4.7K | 32,374 | 3.4% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.5K | 6,563 | 1.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.4K | 4,922 | 1.0% |
| Lennox Intl Inc(LII) | COM | 526107107 | $1.3K | 6,100 | 1.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.1K | 5,611 | 0.8% |
| Facebook Inc(META) | CL A | 30303M102 | $997 | 6,062 | 0.7% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $694 | 4,310 | 0.5% |
| Invesco Exchng Traded FD TR(KBWB) | KBW BK | 46138E628 | $605 | 11,187 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $581 | 6,666 | 0.4% |
| Vanguard World FDS(VHT) | HEALTH CAR ETF | 92204A504 | $469 | 2,600 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $424 | 1,981 | 0.3% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $321 | 1,864 | 0.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $286 | 4,466 | 0.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $248 | 5,742 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $228 | 3,349 | 0.2% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $217 | 3,479 | 0.2% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $203 | 5,113 | 0.1% |