Q2 2020 Holdings
Filed 2020-08-13 | 123 holdings | $458.3K | 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 | $47.6K | 175,475 | 10.4% |
| Apple Inc(AAPL) | COM | 037833100 | $24.3K | 54,773 | 5.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.3K | 7,658 | 5.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $22.6K | 50,541 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.5K | 91,939 | 4.3% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $19.5K | 556,419 | 4.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $16.7K | 11,513 | 3.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $16.1K | 48,019 | 3.5% |
| Boeing Co(BA) | COM | 097023105 | $13.8K | 80,988 | 3.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $13.2K | 402,328 | 2.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $11.0K | 118,557 | 2.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $9.4K | 78,459 | 2.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $8.3K | 103,134 | 1.8% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $8.0K | 34,762 | 1.8% |
| Amgen Inc(AMGN) | COM | 031162100 | $7.9K | 32,677 | 1.7% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $7.8K | 248,777 | 1.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.4K | 4,969 | 1.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $6.7K | 26,921 | 1.5% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.6K | 117,707 | 1.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.6K | 13,347 | 1.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $6.5K | 78,755 | 1.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $5.3K | 45,085 | 1.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $4.9K | 24,562 | 1.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $4.7K | 83,257 | 1.0% |
| Facebook Inc(META) | CL A | 30303M102 | $4.5K | 16,797 | 1.0% |
| Home Depot Inc(HD) | COM | 437076102 | $4.5K | 16,530 | 1.0% |
| Ishares TR(IEI) | 3 7 YR TREAS BD | 464288661 | $4.2K | 31,242 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.2K | 23,591 | 0.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $4.1K | 12,311 | 0.9% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.0K | 19,503 | 0.9% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $3.7K | 32,664 | 0.8% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $3.6K | 34,812 | 0.8% |
| AT&T Inc(T) | COM | 00206R102 | $3.5K | 117,596 | 0.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $3.3K | 10,806 | 0.7% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.0K | 51,823 | 0.7% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.9K | 52,694 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.8K | 28,418 | 0.6% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $2.8K | 32,062 | 0.6% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $2.7K | 23,734 | 0.6% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $2.6K | 16,838 | 0.6% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $2.6K | 11,872 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.5K | 21,719 | 0.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.4K | 16,395 | 0.5% |
| Cortexyme Inc(QNCX) | COM | 22053A107 | $2.4K | 54,258 | 0.5% |
| Applied Molecular Trans Inc | COM | 03824M109 | $2.4K | 111,390 | 0.5% |
| Bank of Marin Bancorp(BMRC) | COM | 063425102 | $2.3K | 69,134 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.3K | 53,042 | 0.5% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $2.3K | 17,871 | 0.5% |
| Intel Corp(INTC) | COM | 458140100 | $2.1K | 44,136 | 0.5% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $2.1K | 83,804 | 0.5% |