Q4 2018 Holdings
Filed 2019-02-13 | 205 holdings | $8.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $2.2M | 80,642 | 25.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.9M | 9,294 | 22.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.0M | 10,853 | 11.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $906.0K | 3,181 | 10.8% |
| Columbia Finl Inc(CLBK) | COM | 197641103 | $813.0K | 53,191 | 9.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $462.0K | 10,553 | 5.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $385.0K | 8,887 | 4.6% |
| Conocophillips(COP) | COM | 20825C104 | $213.0K | 3,416 | 2.5% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $210.0K | 6,215 | 2.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $30.3K | 148,344 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $10.7K | 67,753 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.6K | 104,334 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.7K | 9,390 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $7.9K | 101,135 | 0.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $7.9K | 201,377 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $7.4K | 67,642 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.0K | 54,125 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $5.3K | 30,078 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $5.3K | 34,277 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $5.3K | 27,982 | 0.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $4.9K | 62,920 | 0.1% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.8K | 80,206 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.7K | 3,104 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $4.5K | 184,537 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.3K | 43,720 | 0.1% |
| Dowdupont Inc | COM | 26078J100 | $3.9K | 73,742 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $3.8K | 29,967 | 0.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $3.8K | 47,560 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $3.5K | 46,354 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.5K | 51,641 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $3.5K | 47,024 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $3.5K | 37,238 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $3.4K | 31,499 | 0.0% |
| Ishares Gold Trust(IAUUSD) | ISHARES | 464285105 | $3.3K | 270,454 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $3.3K | 20,289 | 0.0% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $3.2K | 129,145 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $3.2K | 73,390 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $3.1K | 28,718 | 0.0% |
| U S G Corp | COM NEW | 903293405 | $3.1K | 72,976 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $3.0K | 49,630 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $2.9K | 31,939 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $2.9K | 57,134 | 0.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $2.8K | 117,224 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.7K | 11,017 | 0.0% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $2.7K | 54,175 | 0.0% |
| Bank Princeton New Jersey(BPRNUSD) | COM | 064520109 | $2.7K | 95,657 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $2.7K | 57,125 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $2.6K | 13,867 | 0.0% |
| Selective INS Group Inc(SIGI) | COM | 816300107 | $2.6K | 43,277 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $2.6K | 45,843 | 0.0% |