Q4 2019 Holdings
Filed 2020-01-31 | 158 holdings | $411.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $6.0K | 19,487 | 1.5% |
| Docusign Inc(DOCU) | COM | 256163106 | $6.6K | 88,695 | 1.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $7.9K | 47,654 | 1.9% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $8.2K | 550,023 | 2.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.1K | 50,459 | 2.2% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $10.8K | 165,400 | 2.6% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $12.4K | 106,778 | 3.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $236.0K | 797 | 57.4% |