Q1 2020 Holdings
Filed 2020-05-15 | 114 holdings | $384.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $44.3K | 196,824 | 11.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $24.6K | 83,952 | 6.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.9K | 7,082 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.3K | 88,017 | 4.2% |
| Apple Inc(AAPL) | COM | 037833100 | $16.0K | 51,553 | 4.2% |
| AT&T Inc(T) | COM | 00206R102 | $14.3K | 478,599 | 3.7% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $13.0K | 41,561 | 3.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $9.7K | 296,169 | 2.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $9.0K | 77,171 | 2.3% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $8.2K | 414,505 | 2.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $8.2K | 97,105 | 2.1% |
| Facebook Inc(META) | CL A | 30303M102 | $7.7K | 36,493 | 2.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $7.5K | 107,548 | 2.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $6.9K | 248,896 | 1.8% |
| Amgen Inc(AMGN) | COM | 031162100 | $6.7K | 28,384 | 1.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $6.4K | 77,522 | 1.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.0K | 118,169 | 1.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $5.8K | 4,208 | 1.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $5.5K | 6,757 | 1.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.1K | 45,146 | 1.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $4.8K | 86,650 | 1.2% |
| Boeing Co(BA) | COM | 097023105 | $4.4K | 32,625 | 1.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.3K | 14,737 | 1.1% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $4.2K | 31,502 | 1.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.1K | 22,782 | 1.1% |
| Home Depot Inc(HD) | COM | 437076102 | $4.0K | 17,094 | 1.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $3.8K | 17,203 | 1.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $3.6K | 20,219 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.6K | 23,699 | 0.9% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $3.6K | 27,162 | 0.9% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $3.3K | 38,491 | 0.9% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $3.3K | 34,398 | 0.8% |
| Intel Corp(INTC) | COM | 458140100 | $3.2K | 54,424 | 0.8% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $3.2K | 35,124 | 0.8% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $3.2K | 33,918 | 0.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $3.1K | 33,339 | 0.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.0K | 52,347 | 0.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.9K | 10,951 | 0.8% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.9K | 54,163 | 0.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.6K | 70,452 | 0.7% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.6K | 16,838 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.4K | 16,131 | 0.6% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $2.3K | 91,606 | 0.6% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $2.3K | 12,409 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.3K | 22,561 | 0.6% |
| RH(RH) | COM | 74967X103 | $2.2K | 14,022 | 0.6% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.2K | 18,262 | 0.6% |
| Bank of Marin Bancorp(BMRC) | COM | 063425102 | $2.2K | 69,143 | 0.6% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $2.0K | 34,223 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.9K | 53,149 | 0.5% |