Q2 2018 Holdings
Filed 2018-08-06 | 299 holdings | $13.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| 2U Inc | COM | 90214J101 | $1.1K | 13,167 | 0.0% |
| Vanguard Glbl ex-US Real Estate(VNQI) | GLB EX US ETF | 922042676 | $1.1K | 19,378 | 0.0% |
| Ringcentral Inc Com Usd0.0001 Cl A(RNG) | CL A | 76680R206 | $1.2K | 17,127 | 0.0% |
| Weight Watchers Intl Inc | COM | 948626106 | $1.2K | 11,931 | 0.0% |
| Vanguard Developed Markets Index(VEA) | FTSE DEV MKT ETF | 921943858 | $1.2K | 28,123 | 0.0% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $1.2K | 28,125 | 0.0% |
| Dowdupont Inc Com | COM | 26078J100 | $1.3K | 19,947 | 0.0% |
| iShares S&P Midcap 400 Index(IJH) | CORE S&P MCP ETF | 464287507 | $1.3K | 6,781 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $1.3K | 47,596 | 0.0% |
| Seagate Technology Plc(STX) | SHS | G7945M107 | $1.4K | 24,062 | 0.0% |
| Vanguard Value(VTV) | VALUE ETF | 922908744 | $1.4K | 13,212 | 0.0% |
| PepsiCo Incorporated(PEP) | COM | 713448108 | $1.4K | 12,751 | 0.0% |
| US Bancorp(USB) | COM NEW | 902973304 | $1.4K | 28,108 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.4K | 2,940 | 0.0% |
| Alphabet Inc Class A(GOOGL) | CAP STK CL A | 02079K305 | $1.4K | 1,261 | 0.0% |
| Spdr Ser Tr S&P Divid Etf(SDY) | S&P DIVID ETF | 78464A763 | $1.4K | 15,365 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $1.4K | 39,419 | 0.0% |
| Vanguard S&P 500(VOO) | S&P 500 ETF SHS | 922908363 | $1.5K | 5,853 | 0.0% |
| iShares Barclays Aggregate Bond(AGG) | CORE US AGGBD ET | 464287226 | $1.5K | 14,005 | 0.0% |
| Spdr Index Shs Fds Dj Wilshire Global Re(RWO) | DJ GLB RL ES ETF | 78463X749 | $1.5K | 31,163 | 0.0% |
| Stitch Fix Inc(SFIX) | COM CL A | 860897107 | $1.5K | 54,757 | 0.0% |
| Walt Disney Company(DIS) | COM DISNEY | 254687106 | $1.5K | 14,525 | 0.0% |
| Merck(MRK) | COM | 58933Y105 | $1.6K | 25,584 | 0.0% |
| Vanguard Intl Equity Index Fdsftse All W(VSS) | FTSE SMCAP ETF | 922042718 | $1.6K | 13,477 | 0.0% |
| International Business Machines(IBM) | COM | 459200101 | $1.6K | 11,229 | 0.0% |
| Alphabet Inc Class C(GOOG) | CAP STK CL C | 02079K107 | $1.6K | 1,413 | 0.0% |
| AT&T Corp(T) | COM | 00206R102 | $1.6K | 51,227 | 0.0% |
| iShares Russell 1000 Value Index(IWD) | RUS 1000 VAL ETF | 464287598 | $1.7K | 13,751 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $1.7K | 8,518 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $1.7K | 5,082 | 0.0% |
| Svb Finl Group(SIVBEUR) | COM | 78486Q101 | $1.8K | 6,087 | 0.0% |
| ChevronTexaco Corp(CVX) | COM | 166764100 | $1.8K | 14,307 | 0.0% |
| Lendingclub Corp Com Isin us52603a1097 | COM | 52603A109 | $1.8K | 481,867 | 0.0% |
| Schwab US Broad Market(SCHB) | US BRD MKT ETF | 808524102 | $1.8K | 27,809 | 0.0% |
| Vanguard Small Cap Value(VBR) | SM CP VAL ETF | 922908611 | $1.8K | 13,559 | 0.0% |
| iShares Russell Midcap Value Index(IWS) | RUS MDCP VAL ETF | 464287473 | $1.8K | 20,825 | 0.0% |
| Terex Corp New(TEX) | COM | 880779103 | $1.9K | 45,016 | 0.0% |
| New Relic Inc Com Isin us64829b1008 Sed(NEWREUR) | COM | 64829B100 | $1.9K | 19,011 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.9K | 14,561 | 0.0% |
| Berkshire Hathaway Inc Del Cl A Frmly Co(BRK/A) | CL A | 084670108 | $2.0K | 7 | 0.0% |
| Vanguard Small Cap(VB) | SMALL CP ETF | 922908751 | $2.0K | 13,082 | 0.0% |
| iShares Barclays Tips Bond(TIP) | TIPS BD ETF | 464287176 | $2.1K | 19,030 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $2.2K | 6,412 | 0.0% |
| Comcast Corp New Cl A(CMCSA) | CL A | 20030N101 | $2.2K | 67,952 | 0.0% |
| Accenture Plc Cls A Usd0.0000225(ACN) | SHS CLASS A | G1151C101 | $2.3K | 13,996 | 0.0% |
| iShares Msci Acwi ETF(ACWI) | MSCI ACWI ETF | 464288257 | $2.3K | 32,240 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.3K | 19,327 | 0.0% |
| iShares Russell Midcap Growth Index(IWP) | RUS MD CP GR ETF | 464287481 | $2.4K | 18,596 | 0.0% |
| Exxon Mobil Corporation(XOM) | COM | 30231G102 | $2.6K | 31,236 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $2.6K | 13,420 | 0.0% |