Q2 2021 Holdings
Filed 2021-07-29 | 769 holdings | $231.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $7.0K | 169,828 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $7.1K | 98,063 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $7.4K | 81,143 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $7.5K | 64,485 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $7.9K | 19,894 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $7.9K | 82,683 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $8.0K | 39,919 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $8.1K | 143,695 | 0.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $8.1K | 102,147 | 0.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $8.2K | 109,419 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $8.6K | 63,568 | 0.0% |
| Ocular Therapeutix Inc(OCUL) | COM | 67576A100 | $8.9K | 628,933 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $9.1K | 86,788 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.2K | 41,510 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $9.3K | 33,101 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $9.3K | 46,375 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.4K | 63,298 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $9.4K | 32,012 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $9.5K | 60,042 | 0.0% |
| Wisdomtree TR(EZM) | US MIDCAP FUND | 97717W570 | $10.0K | 189,928 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $10.9K | 28,103 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $10.9K | 29,793 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.3K | 27 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $12.0K | 30,079 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $12.5K | 24,832 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $13.1K | 23,483 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $13.3K | 169,028 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $13.3K | 33,446 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $14.6K | 45,825 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $15.7K | 19,615 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $16.0K | 97,089 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $16.3K | 105,406 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $16.3K | 41,460 | 0.0% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $17.6K | 173,902 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $19.0K | 66,157 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $19.3K | 109,569 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $19.9K | 46,367 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $20.3K | 29,907 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $20.8K | 88,788 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $21.1K | 202,973 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $21.2K | 76,144 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $23.0K | 95,006 | 0.0% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $23.4K | 91,324 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $26.6K | 171,017 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $29.7K | 115,728 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $33.0K | 135,095 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $33.7K | 115,761 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $42.2K | 155,422 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $45.0K | 290,500 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $49.9K | 198,747 | 0.0% |