Q4 2019 Holdings
Filed 2020-02-04 | 70 holdings | $13.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NextEra Energy(NEE) | COM | 65339F101 | $3.1K | 12,927 | 0.0% |
| Novo Nordisk AD(NVO) | COM | 670100205 | $3.1K | 54,257 | 0.0% |
| Schwab Strategic Tr(SCHE) | EMRG MKTEQ ETF | 808524706 | $3.3K | 121,298 | 0.0% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $3.4K | 14,835 | 0.0% |
| Paccar Inc.(PCAR) | COM | 693718108 | $3.6K | 44,920 | 0.0% |
| Automatic Data(ADP) | COM | 053015103 | $3.6K | 21,181 | 0.0% |
| Stryker Corp.(SYK) | COM | 863667101 | $3.7K | 17,809 | 0.0% |
| Walt Disney Co.(DIS) | COM | 254687106 | $3.8K | 26,130 | 0.0% |
| Intel Corp.(INTC) | COM | 458140100 | $3.8K | 63,937 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $4.3K | 2,315 | 0.0% |
| iShares Tr(IBB) | NASDQ BIO INDEX | 464287556 | $4.9K | 40,255 | 0.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $5.0K | 17,092 | 0.0% |
| Starbucks Corp.(SBUX) | COM | 855244109 | $5.8K | 66,310 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $11.8K | 75,070 | 0.1% |
| Adobe Systems(ADBE) | COM | 00724F101 | $385.0K | 1,166 | 2.9% |
| Boeing Company(BA) | COM | 097023105 | $616.0K | 1,890 | 4.6% |
| ConocoPhillips(COP) | COM | 20825C104 | $1.2M | 18,633 | 9.0% |
| Coastal Financial Corp(CCB) | COM | 19046P209 | $1.7M | 100,866 | 12.4% |
| Cisco Systems(CSCO) | COM | 17275R102 | $2.7M | 57,071 | 20.4% |
| Costco Wholesale(COST) | COM | 22160K105 | $6.6M | 22,619 | 49.6% |