HMS Capital Management, LLC Hedge Fund

CIK: 0001689470 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 24, 2019

Total Value ($000): $234,814 (100.0% shares, 0.0% debt)

Holdings (173)

SPY SPDR S&P 500 ETF 14.4%
Value ($000) $33,815 Shares 119,709 Est. Cost $255.72 Unrealized
SPY SPDR S&P 500 ETF 7.2%
Value ($000) $16,977 Shares 60,100 Est. Cost $255.72 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 3.1%
Value ($000) $7,190 Shares 167,529 Est. Cost $42.83 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2.3%
Value ($000) $5,344 Shares 44,886 Est. Cost $112.83 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 2.1%
Value ($000) $5,011 Shares 57,950 Est. Cost $86.47 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $4,178 Shares 19,534 Est. Cost $38.84 Unrealized +4.1%
TREE LENDINGTREE INC NEW COM 1.7%
Value ($000) $3,893 Shares 11,125 Est. Cost $349.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.5%
Value ($000) $3,413 Shares 23,583 Est. Cost $143.23 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 1.4%
Value ($000) $3,336 Shares 30,174 Est. Cost $110.56 Unrealized
QQQ POWERSHARES QQQ TR 1.3%
Value ($000) $3,004 Shares 16,718 Est. Cost $177.27 Unrealized
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $2,812 Shares 27,084 Est. Cost $64.77 Unrealized +45.8%
MSFT MICROSOFT 1.2%
Value ($000) $2,730 Shares 23,150 Est. Cost $77.94 Unrealized +31.2%
PLNT PLANET FITNESS INC CL A 1.2%
Value ($000) $2,729 Shares 39,711 Est. Cost $43.74 Unrealized +38.5%
ADBE ADOBE SYS INC 1.1%
Value ($000) $2,631 Shares 9,872 Est. Cost $129.56 Unrealized +94.6%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 1.1%
Value ($000) $2,605 Shares 18,000 Est. Cost $143.23 Unrealized
VEEV VEEVA SYS INC CL A COM 1.1%
Value ($000) $2,573 Shares 20,281 Est. Cost $52.82 Unrealized +113.6%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 1.1%
Value ($000) $2,527 Shares 18,628 Est. Cost $112.18 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 1.0%
Value ($000) $2,465 Shares 22,394 Est. Cost $110.07 Unrealized
MA MASTERCARD INC 1.0%
Value ($000) $2,412 Shares 10,246 Est. Cost $102.06 Unrealized +103.0%
XYZ SQUARE INC CL A 1.0%
Value ($000) $2,396 Shares 31,981 Est. Cost $62.12 Unrealized +16.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 1.0%
Value ($000) $2,365 Shares 55,100 Est. Cost $42.83 Unrealized
PAYC PAYCOM SOFTWARE INC COM 1.0%
Value ($000) $2,308 Shares 12,204 Est. Cost $104.86 Unrealized +51.8%
RNG RINGCENTRAL INC CL A 1.0%
Value ($000) $2,301 Shares 21,345 Est. Cost $45.88 Unrealized +114.2%
AMZN AMAZON.COM INC 1.0%
Value ($000) $2,262 Shares 1,270 Est. Cost $47.72 Unrealized +74.4%
LULU LULULEMON ATHLETICA INC 1.0%
Value ($000) $2,259 Shares 13,787 Est. Cost $136.70 Unrealized +6.8%
CHGG CHEGG INC COM 0.9%
Value ($000) $2,163 Shares 56,739 Est. Cost $27.95 Unrealized +30.3%
IWR ISHARES RUSSELL MID-CAP ETF 0.9%
Value ($000) $2,116 Shares 39,216 Est. Cost $78.97 Unrealized
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.9%
Value ($000) $2,081 Shares 24,386 Est. Cost $61.18 Unrealized +31.7%
ILMN ILLUMINA INC 0.9%
Value ($000) $2,020 Shares 6,503 Est. Cost $296.22 Unrealized -1.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $2,004 Shares 7,322 Est. Cost $231.94 Unrealized +5.4%
FTNT FORTINET INC COM 0.8%
Value ($000) $1,953 Shares 23,257 Est. Cost $15.32 Unrealized +4.0%
MAR MARRIOTT INTL INC 0.8%
Value ($000) $1,941 Shares 15,519 Est. Cost $114.76 Unrealized -2.8%
PRA HEALTH SCIENCES INC COM 0.8%
Value ($000) $1,903 Shares 17,252 Est. Cost $96.60 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,856 Shares 34,375 Est. Cost $25.90 Unrealized +52.5%
INTC INTEL CORP COM 0.7%
Value ($000) $1,740 Shares 32,402 Est. Cost $43.07 Unrealized +1.8%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $1,725 Shares 20,339 Est. Cost $62.40 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC COM 0.7%
Value ($000) $1,673 Shares 26,906 Est. Cost $48.63 Unrealized +14.9%
QQQ POWERSHARES QQQ TR 0.7%
Value ($000) $1,671 Shares 9,300 Est. Cost $177.27 Unrealized
MSFT MICROSOFT 0.7%
Value ($000) $1,616 Shares 13,700 Est. Cost $77.94 Unrealized +31.2%
HQY HEALTHEQUITY INC COM 0.7%
Value ($000) $1,576 Shares 21,297 Est. Cost $58.14 Unrealized +20.9%
TREE LENDINGTREE INC NEW COM 0.7%
Value ($000) $1,540 Shares 4,400 Est. Cost $349.93 Unrealized
TD AMERITRADE HLDG CORP COM 0.7%
Value ($000) $1,537 Shares 30,750 Est. Cost $49.98 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.6%
Value ($000) $1,510 Shares 18,358 Est. Cost $71.75 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $1,508 Shares 14,494 Est. Cost $62.19 Unrealized +32.0%
PAYX PAYCHEX INC 0.6%
Value ($000) $1,493 Shares 18,611 Est. Cost $48.27 Unrealized +25.2%
CNC CENTENE CORP DEL COM 0.6%
Value ($000) $1,449 Shares 26,439 Est. Cost $63.55 Unrealized -4.5%
GOOGL GOOGLE INC 0.6%
Value ($000) $1,412 Shares 1,200 Est. Cost $39.89 Unrealized +40.5%
ICE INTERCONTINENTALEXCHINTL 0.6%
Value ($000) $1,391 Shares 18,271 Est. Cost $56.52 Unrealized +21.3%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,385 Shares 9,910 Est. Cost $109.51 Unrealized +0.8%
TD TORONTO DOMINION BK ONT COM NEW 0.6%
Value ($000) $1,375 Shares 24,000 Est. Cost $50.09 Unrealized +10.4%
AFL AFLAC INC COM 0.5%
Value ($000) $1,289 Shares 25,787 Est. Cost $38.45 Unrealized +6.6%
GOOS CANADA GOOSE HOLDINGS INC SHS SUB VTG 0.5%
Value ($000) $1,289 Shares 26,833 Est. Cost $51.00 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.5%
Value ($000) $1,211 Shares 22,293 Est. Cost $50.09 Unrealized +10.4%
UNP UNION PACIFIC CORP COM 0.5%
Value ($000) $1,201 Shares 7,182 Est. Cost $133.51 Unrealized +3.4%
PLNT PLANET FITNESS INC CL A 0.5%
Value ($000) $1,168 Shares 17,000 Est. Cost $43.74 Unrealized +38.5%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $1,156 Shares 5,980 Est. Cost $38.59 Unrealized 0.0%
VEEV VEEVA SYS INC CL A COM 0.5%
Value ($000) $1,142 Shares 9,000 Est. Cost $52.82 Unrealized +113.6%
ACN ACCENTURE LTD BERMUDA CL A 0.5%
Value ($000) $1,139 Shares 6,470 Est. Cost $142.65 Unrealized -0.4%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $1,129 Shares 5,184 Est. Cost $157.22 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,114 Shares 5,868 Est. Cost $150.58 Unrealized +2.7%
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $1,111 Shares 4,494 Est. Cost $230.77 Unrealized -1.4%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,106 Shares 20,500 Est. Cost $25.90 Unrealized +52.5%
XEL XCEL ENERGY INC COM 0.5%
Value ($000) $1,105 Shares 19,662 Est. Cost $43.12 Unrealized 0.0%
INTC INTEL CORP COM 0.4%
Value ($000) $1,052 Shares 19,600 Est. Cost $43.07 Unrealized +1.8%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,039 Shares 10,266 Est. Cost $89.24 Unrealized -4.4%
AMGN AMGEN INC 0.4%
Value ($000) $1,036 Shares 5,453 Est. Cost $156.40 Unrealized -1.1%
MA MASTERCARD INC 0.4%
Value ($000) $1,036 Shares 4,400 Est. Cost $102.06 Unrealized +103.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $1,008 Shares 9,192 Est. Cost $103.20 Unrealized
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.4%
Value ($000) $1,007 Shares 11,800 Est. Cost $61.18 Unrealized +31.7%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.4%
Value ($000) $1,003 Shares 19,191 Est. Cost $52.19 Unrealized
RNG RINGCENTRAL INC CL A 0.4%
Value ($000) $1,002 Shares 9,300 Est. Cost $45.88 Unrealized +114.2%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $986 Shares 9,500 Est. Cost $64.77 Unrealized +45.8%
ADBE ADOBE SYS INC 0.4%
Value ($000) $985 Shares 3,700 Est. Cost $129.56 Unrealized +94.6%
PAYC PAYCOM SOFTWARE INC COM 0.4%
Value ($000) $965 Shares 5,100 Est. Cost $104.86 Unrealized +51.8%
DLR DIGITAL RLTY TR INC COM 0.4%
Value ($000) $940 Shares 7,895 Est. Cost $87.78 Unrealized 0.0%
XYZ SQUARE INC CL A 0.4%
Value ($000) $913 Shares 12,200 Est. Cost $62.12 Unrealized +16.7%
CHGG CHEGG INC COM 0.4%
Value ($000) $911 Shares 23,900 Est. Cost $27.95 Unrealized +30.3%
CCL CARNIVAL CORP 0.4%
Value ($000) $901 Shares 17,772 Est. Cost $52.80 Unrealized 0.0%
PAYX PAYCHEX INC 0.4%
Value ($000) $882 Shares 11,000 Est. Cost $48.27 Unrealized +25.2%
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.4%
Value ($000) $825 Shares 15,800 Est. Cost $52.19 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $812 Shares 7,800 Est. Cost $62.19 Unrealized +32.0%
PRA HEALTH SCIENCES INC COM 0.3%
Value ($000) $783 Shares 7,100 Est. Cost $96.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $739 Shares 2,700 Est. Cost $231.94 Unrealized +5.4%
AVAV AEROVIRONMENT INC COM 0.3%
Value ($000) $737 Shares 10,767 Est. Cost $66.93 Unrealized +12.7%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $721 Shares 4,400 Est. Cost $136.70 Unrealized +6.8%
ROST ROSS STORES INC 0.3%
Value ($000) $714 Shares 7,667 Est. Cost $59.19 Unrealized +44.8%
FTNT FORTINET INC COM 0.3%
Value ($000) $714 Shares 8,500 Est. Cost $15.32 Unrealized +4.0%
TXRH TEXAS ROADHOUSE INC COM 0.3%
Value ($000) $709 Shares 11,400 Est. Cost $48.63 Unrealized +14.9%
ICE INTERCONTINENTALEXCHINTL 0.3%
Value ($000) $693 Shares 9,100 Est. Cost $56.52 Unrealized +21.3%
AFL AFLAC INC COM 0.3%
Value ($000) $690 Shares 13,800 Est. Cost $38.45 Unrealized +6.6%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $681 Shares 3,950 Est. Cost $155.14 Unrealized
DPZ DOMINOS PIZZA INC COM 0.3%
Value ($000) $680 Shares 2,307 Est. Cost $188.30 Unrealized +27.3%
MAR MARRIOTT INTL INC 0.3%
Value ($000) $663 Shares 5,300 Est. Cost $114.76 Unrealized -2.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.3%
Value ($000) $647 Shares 12,000 Est. Cost $78.97 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $644 Shares 7,600 Est. Cost $62.40 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $643 Shares 4,600 Est. Cost $109.51 Unrealized +0.8%
BAC BANK AMER CORP COM 0.3%
Value ($000) $641 Shares 23,223 Est. Cost $25.00 Unrealized -4.4%
CYBERARK SOFTWARE LTD SHS 0.3%
Value ($000) $635 Shares 5,334 Est. Cost $119.05 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $631 Shares 10,537 Est. Cost $56.22 Unrealized -10.3%
ILMN ILLUMINA INC 0.3%
Value ($000) $621 Shares 2,000 Est. Cost $296.22 Unrealized -1.5%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $598 Shares 3,400 Est. Cost $142.65 Unrealized -0.4%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $585 Shares 10,400 Est. Cost $43.12 Unrealized 0.0%
TD AMERITRADE HLDG CORP COM 0.2%
Value ($000) $575 Shares 11,500 Est. Cost $49.98 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $567 Shares 5,600 Est. Cost $89.24 Unrealized -4.4%
PSA PUBLIC STORAGE COM 0.2%
Value ($000) $566 Shares 2,600 Est. Cost $157.22 Unrealized 0.0%
BIOTELEMETRY INC COM 0.2%
Value ($000) $564 Shares 9,005 Est. Cost $47.30 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $560 Shares 2,900 Est. Cost $38.59 Unrealized 0.0%
ALRM ALARM COM HLDGS INC COM 0.2%
Value ($000) $554 Shares 8,538 Est. Cost $48.33 Unrealized +25.5%
GOOS CANADA GOOSE HOLDINGS INC SHS SUB VTG 0.2%
Value ($000) $553 Shares 11,500 Est. Cost $51.00 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.2%
Value ($000) $553 Shares 10,100 Est. Cost $63.55 Unrealized -4.5%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $552 Shares 3,300 Est. Cost $133.51 Unrealized +3.4%
AMGN AMGEN INC 0.2%
Value ($000) $551 Shares 2,900 Est. Cost $156.40 Unrealized -1.1%
AAPL APPLE INC 0.2%
Value ($000) $543 Shares 6,200 Est. Cost $38.84 Unrealized +4.1%
AMZN AMAZON.COM INC 0.2%
Value ($000) $534 Shares 300 Est. Cost $47.72 Unrealized +74.4%
EPAM EPAM SYS INC COM 0.2%
Value ($000) $530 Shares 3,133 Est. Cost $69.03 Unrealized +117.1%
IT GARTNER INC CL A 0.2%
Value ($000) $527 Shares 3,474 Est. Cost $120.15 Unrealized +15.5%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $513 Shares 2,700 Est. Cost $150.58 Unrealized +2.7%
GTLS CHART INDUSTRIES INC 0.2%
Value ($000) $501 Shares 5,536 Est. Cost $68.90 Unrealized +17.2%
HQY HEALTHEQUITY INC COM 0.2%
Value ($000) $496 Shares 6,700 Est. Cost $58.14 Unrealized +20.9%
EEFT EURONET WORLDWIDE INC COM 0.2%
Value ($000) $492 Shares 3,448 Est. Cost $113.92 Unrealized +9.4%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $484 Shares 3,571 Est. Cost $83.07 Unrealized +49.5%
CCL CARNIVAL CORP 0.2%
Value ($000) $476 Shares 9,400 Est. Cost $52.80 Unrealized 0.0%
MPC MARATHON PETE CORP 0.2%
Value ($000) $473 Shares 7,900 Est. Cost $56.22 Unrealized -10.3%
MKTX MARKETAXESS HLDGS INC COM 0.2%
Value ($000) $469 Shares 1,908 Est. Cost $179.75 Unrealized +17.5%
BAC BANK AMER CORP COM 0.2%
Value ($000) $469 Shares 17,000 Est. Cost $25.00 Unrealized -4.4%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $453 Shares 3,800 Est. Cost $87.78 Unrealized 0.0%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $450 Shares 2,053 Est. Cost $213.17 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.2%
Value ($000) $437 Shares 10,869 Est. Cost $40.21 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $419 Shares 5,188 Est. Cost $56.10 Unrealized -1.2%
CYBERARK SOFTWARE LTD SHS 0.2%
Value ($000) $417 Shares 3,500 Est. Cost $119.05 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.2%
Value ($000) $407 Shares 3,000 Est. Cost $112.18 Unrealized
LHC GROUP INC COM 0.2%
Value ($000) $379 Shares 3,416 Est. Cost $98.32 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $357 Shares 1,449 Est. Cost $33.06 Unrealized +33.0%
MRCY MERCURY SYS INC COM 0.2%
Value ($000) $357 Shares 5,566 Est. Cost $57.65 Unrealized 0.0%
GLOB GLOBANT S A COM 0.1%
Value ($000) $346 Shares 4,839 Est. Cost $67.26 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $342 Shares 1,700 Est. Cost $169.83 Unrealized +18.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $339 Shares 1,190 Est. Cost $271.91 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $332 Shares 6,075 Est. Cost $60.59 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $322 Shares 1,575 Est. Cost $168.34 Unrealized +17.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $303 Shares 1,981 Est. Cost $166.79 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $278 Shares 10,652 Est. Cost $26.10 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $227 Shares 1,900 Est. Cost $112.83 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $221 Shares 1,394 Est. Cost $126.05 Unrealized +21.5%
SPLUNK INC COM 0.1%
Value ($000) $221 Shares 1,776 Est. Cost $99.10 Unrealized
V VISA INC 0.1%
Value ($000) $219 Shares 1,404 Est. Cost $118.50 Unrealized +15.9%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $210 Shares 2,600 Est. Cost $56.10 Unrealized -1.2%
NKE NIKE INC CLASS B 0.1%
Value ($000) $206 Shares 2,451 Est. Cost $63.84 Unrealized +18.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $202 Shares 2,974 Est. Cost $68.21 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $200 Shares 1,046 Est. Cost $46.67 Unrealized +22.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $197 Shares 1,600 Est. Cost $85.74 Unrealized +2.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $180 Shares 600 Est. Cost $264.57 Unrealized -7.9%
HD HOME DEPOT 0.1%
Value ($000) $165 Shares 862 Est. Cost $155.00 Unrealized -0.2%
META FACEBOOK INC CL A 0.1%
Value ($000) $160 Shares 962 Est. Cost $166.23 Unrealized -5.0%
V VISA INC 0.1%
Value ($000) $156 Shares 1,000 Est. Cost $118.50 Unrealized +15.9%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $122 Shares 1,400 Est. Cost $86.47 Unrealized
DPZ DOMINOS PIZZA INC COM 0.1%
Value ($000) $118 Shares 400 Est. Cost $188.30 Unrealized +27.3%
META FACEBOOK INC CL A 0.0%
Value ($000) $117 Shares 700 Est. Cost $166.23 Unrealized -5.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $116 Shares 387 Est. Cost $264.57 Unrealized -7.9%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $101 Shares 600 Est. Cost $69.03 Unrealized +117.1%
AVAV AEROVIRONMENT INC COM 0.0%
Value ($000) $96 Shares 1,400 Est. Cost $66.93 Unrealized +12.7%
HD HOME DEPOT 0.0%
Value ($000) $77 Shares 400 Est. Cost $155.00 Unrealized -0.2%
BIOTELEMETRY INC COM 0.0%
Value ($000) $69 Shares 1,100 Est. Cost $47.30 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $68 Shares 340 Est. Cost $169.83 Unrealized +18.9%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $65 Shares 530 Est. Cost $85.74 Unrealized +2.0%
IT GARTNER INC CL A 0.0%
Value ($000) $61 Shares 400 Est. Cost $120.15 Unrealized +15.5%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $55 Shares 500 Est. Cost $110.07 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $54 Shares 400 Est. Cost $83.07 Unrealized +49.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 800 Est. Cost $68.21 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $49 Shares 200 Est. Cost $179.75 Unrealized +17.5%
NOW SERVICENOW INC COM 0.0%
Value ($000) $49 Shares 200 Est. Cost $33.06 Unrealized +33.0%
ALRM ALARM COM HLDGS INC COM 0.0%
Value ($000) $45 Shares 700 Est. Cost $48.33 Unrealized +25.5%
GTLS CHART INDUSTRIES INC 0.0%
Value ($000) $45 Shares 500 Est. Cost $68.90 Unrealized +17.2%
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $43 Shares 300 Est. Cost $113.92 Unrealized +9.4%