CIK: 0001582272
Total reported value
$186.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INTU | Intuit INC | Stock-Tech | 24.49% | +9.49% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.23% | +30.14% | — | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.78% | -10.32% | — | |
| 4 | PAYO | Payoneer Global INC | Stock-Other | 9.40% | -0.03% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.56% | +9.32% | — | |
| 6 | DDOG | Datadog INC - Class A | Stock-Tech | 6.55% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.83% | +4.41% | — | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.93% | — | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.21% | -2.97% | — | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.90% | +4.60% | — | |
| 11 | XTTPX | Tortoise Pipeline & Energy | Stock-Other | 1.14% | — | — | |
| 12 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.97% | — | — | |
| 13 | KCCA | Kraneshares California Carbo | ETF-Other | 0.88% | +0.61% | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.82% | -1.99% | — | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.73% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | — | — | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.69% | -7.91% | — | |
| 18 | GNR | State Street Spdr S&p Global | ETF-Other | 0.64% | — | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.63% | +0.29% | — | |
| 20 | GS | Goldman Sachs Group INC | Stock-Financials | 0.53% | — | — | |
| 21 | MDB | Mongodb INC | Stock-Tech | 0.49% | — | — | |
| 22 | HUBS | Hubspot INC | Stock-Tech | 0.47% | — | — | |
| 23 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.43% | — | — | |
| 24 | SNOW | Snowflake INC | Stock-Tech | 0.43% | — | — | |
| 25 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.41% | +0.43% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | +0.78% | — | |
| 27 | NOW | Servicenow INC | Stock-Tech | 0.39% | -0.28% | — | |
| 28 | CRM | Salesforce INC | Stock-Tech | 0.39% | — | — | |
| 29 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.25% | — | — | |
| 30 | VRSK | Verisk Analytics INC | Stock-Industrials | 0.19% | — | — | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.16% | -3.96% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.17% | — | |
| 33 | FROG | JFrog Ltd. | Stock-Tech | 0.13% | — | — | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.06% | — | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.04% | — | — | |
| 36 | FIS | Fidelity National Info Serv | Stock-Tech | — | — | — | |
| 37 | BGC | Bgc Group Inc-a | Stock-Financials | — | — | — | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | — | — | — | |
| 39 | WK | Workiva INC | Stock-Tech | — | — | — | |
| 40 | PYPL | Paypal Holdings INC | Stock-Financials | — | — | — | |
| 41 | FVRR 0 11-01-25 | Fiverr International LTD | Stock-Other | — | — | — |