Q1 2020 Holdings
Filed 2020-05-07 | 622 holdings | $54.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nextera Energy Inc(NEE) | COM | 65339F101 | $1.6K | 6,854 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $1.7K | 36,920 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $1.7K | 11,486 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $1.7K | 24,037 | 0.0% |
| 2U Inc | COM | 90214J101 | $1.7K | 81,169 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $1.8K | 14,145 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $1.9K | 31,596 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.9K | 13,566 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $1.9K | 13,351 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $1.9K | 240,074 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.0K | 22,702 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.0K | 58,748 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $2.0K | 15,108 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.0K | 42,073 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.1K | 61,701 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $2.1K | 32,373 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.1K | 5,629 | 0.0% |
| JPMorgan Chase & Co(AMJEUR) | ALERIAN ML ETN | 46625H365 | $2.1K | 235,524 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $2.2K | 43,805 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $2.2K | 102,564 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $2.3K | 12,337 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.3K | 11,538 | 0.0% |
| Ishares TR(IOO) | GLOBAL 100 ETF | 464287572 | $2.4K | 54,189 | 0.0% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $2.4K | 88,088 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.5K | 75,831 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $2.5K | 19,670 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $2.5K | 21,985 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.5K | 32,046 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $2.6K | 76,357 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $2.6K | 22,788 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $2.6K | 169,152 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $2.7K | 34,991 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $2.8K | 95,949 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $2.8K | 29,774 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $2.8K | 63,852 | 0.0% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $2.9K | 22,743 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $3.1K | 34,134 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $3.1K | 181,723 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $3.2K | 94,523 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $3.2K | 146,348 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.3K | 45,947 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $3.4K | 10,824 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $3.4K | 22,492 | 0.0% |
| Wisdomtree TR(HEDJ) | EUROPE HEDGED EQ | 97717X701 | $3.5K | 67,992 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $3.6K | 30,440 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $3.7K | 54,292 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $3.8K | 207,805 | 0.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.8K | 113,330 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $3.8K | 135,949 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $3.9K | 23,121 | 0.0% |