| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Advanced Micro Devices(AMD) | 10,250 | $840.0K | 50.97% |
| 2 | Alibaba Group Hldg F ADR(BABA) | 1,500 | $440.0K | 26.70% |
| 3 | Vanguard Total Stock Market ETF(VTI) | 615,568 | $104.8K | 6.36% |
| 4 | Vanguard Ftse All World Ex US ETF(VEU) | 1,822,653 | $92.0K | 5.58% |
| 5 | Zillow Group Inc(Z) | 366,022 | $37.2K | 2.26% |
| 6 | Vanguard Ftse Emerging Markets ETF(VWO) | 575,947 | $24.9K | 1.51% |
| 7 | Zillow Group Inc Class A(ZG) | 207,529 | $21.1K | 1.28% |
| 8 | Sprott Physical Gold ETV(PHYS/U) | 1,088,485 | $16.4K | 0.99% |
| 9 | Docusign Inc(DOCU) | 58,466 | $12.6K | 0.76% |
| 10 | Vanguard Total Bond Market ETF(BND) | 88,185 | $7.8K | 0.47% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Technology | 2.72% | 52.12% | +49.4% |
| Consumer Cyclical | 52.24% | 26.84% | -25.4% |
| Unclassified | 39.39% | 17.32% | -22.07% |
| Communication Services | 5.27% | 3.58% | -1.69% |
| Healthcare | 0.39% | 0.13% | -0.26% |
| Basic Materials | 0% | 0.01% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 53.67% | 78.34% | +24.67% |
| Unclassified | 39.39% | 17.32% | -22.07% |
| Large Cap | 5.31% | 3.54% | -1.77% |
| Mid Cap | 1.64% | 0.79% | -0.85% |
Quarter-over-quarter position changes