Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	24,552	$8.957M	3.6%	$30.75	+144.2%	COM	037833100
AMZN	AMAZON COM INC	2,813	$7.761M	3.1%	$41.46	+191.3%	COM	023135106
IEFA	ISHARES TR	127,282	$7.275M	2.9%	$56.86	—	CORE MSCI EAFE	46432F842
MSFT	MICROSOFT CORP	31,266	$6.363M	2.6%	$75.35	+129.7%	COM	594918104
V	VISA INC	27,523	$5.317M	2.2%	$88.16	+99.1%	COM CL A	92826C839
HD	HOME DEPOT INC	18,749	$4.697M	1.9%	$126.78	+57.5%	COM	437076102
CRM	SALESFORCE COM INC	23,221	$4.35M	1.8%	$107.22	+55.3%	COM	79466L302
IWF	ISHARES TR	22,298	$4.28M	1.7%	$130.91	—	RUS 1000 GRW ETF	464287614
UNH	UNITEDHEALTH GROUP INC	14,501	$4.277M	1.7%	$101.08	+158.3%	COM	91324P102
JNJ	JOHNSON & JOHNSON	28,639	$4.028M	1.6%	$77.51	+60.3%	COM	478160104
JPM	JPMORGAN CHASE & CO	41,175	$3.873M	1.6%	$50.80	+60.9%	COM	46625H100
IWD	ISHARES TR	34,140	$3.845M	1.6%	$111.05	—	RUS 1000 VAL ETF	464287598
CVX	CHEVRON CORP NEW	41,578	$3.71M	1.5%	$70.84	-1.4%	COM	166764100
LLY	LILLY ELI & CO	22,403	$3.678M	1.5%	$70.20	+105.0%	COM	532457108
IEMG	ISHARES INC	76,420	$3.638M	1.5%	$50.51	—	CORE MSCI EMKT	46434G103
—	SPLUNK INC	18,265	$3.629M	1.5%	$49052.23	—	COM	848637104
—	LAM RESEARCH CORP	10,852	$3.51M	1.4%	$97.22	—	COM	512807108
GOOG	ALPHABET INC	2,451	$3.465M	1.4%	$43.59	+53.6%	CAP STK CL C	02079K107
PEP	PEPSICO INC	25,457	$3.367M	1.4%	$84.87	+30.5%	COM	713448108
HON	HONEYWELL INTL INC	23,024	$3.329M	1.3%	$91.18	+29.3%	COM	438516106
META	FACEBOOK INC	13,970	$3.172M	1.3%	$105.48	+96.6%	CL A	30303M102
ADBE	ADOBE INC	7,117	$3.098M	1.3%	$224.36	+65.1%	COM	00724F101
IWB	ISHARES TR	17,635	$3.028M	1.2%	$91.31	—	RUS 1000 ETF	464287622
TMO	THERMO FISHER SCIENTIFIC INC	7,745	$2.806M	1.1%	$163.72	+101.8%	COM	883556102
HUBS	HUBSPOT INC	12,240	$2.746M	1.1%	$71.17	+152.7%	COM	443573100
MBB	ISHARES TR	24,585	$2.722M	1.1%	$109.62	—	MBS ETF	464288588
INTU	INTUIT	8,847	$2.62M	1.1%	$129.14	+105.1%	COM	461202103
COST	COSTCO WHSL CORP NEW	8,578	$2.601M	1.1%	$112.51	+148.1%	COM	22160K105
NKE	NIKE INC	25,957	$2.545M	1.0%	$51.46	+66.1%	CL B	654106103
MRK	MERCK & CO. INC	31,115	$2.406M	1.0%	$48.84	+28.7%	COM	58933Y105
TMUS	T-MOBILE US INC	23,037	$2.399M	1.0%	$39.32	+135.5%	COM	872590104
XOM	EXXON MOBIL CORP	53,128	$2.376M	1.0%	$54.72	-36.4%	COM	30231G102
EW	EDWARDS LIFESCIENCES CORP	33,663	$2.326M	0.9%	$60.10	+18.3%	COM	28176E108
NEE	NEXTERA ENERGY INC	9,416	$2.261M	0.9%	$31.52	+64.9%	COM	65339F101
AVGO	BROADCOM INC	7,159	$2.259M	0.9%	$20.20	+21.4%	COM	11135F101
CIEN	CIENA CORP	40,819	$2.211M	0.9%	$30.28	+64.2%	COM NEW	171779309
—	BLACKROCK INC	4,036	$2.196M	0.9%	$338.72	—	COM	09247X101
IWM	ISHARES TR	15,162	$2.171M	0.9%	$133.88	—	RUSSELL 2000 ETF	464287655
PG	PROCTER AND GAMBLE CO	17,382	$2.078M	0.8%	$90.70	+11.9%	COM	742718109
SPY	SPDR S&P 500 ETF TR	6,712	$2.07M	0.8%	$185.27	—	TR UNIT	78462F103
ICE	INTERCONTINENTAL EXCHANGE IN	22,493	$2.06M	0.8%	$62.26	+36.8%	COM	45866F104
DIS	DISNEY WALT CO	18,477	$2.06M	0.8%	$83.30	+29.5%	COM DISNEY	254687106
WM	WASTE MGMT INC DEL	18,773	$1.988M	0.8%	$64.83	+42.1%	COM	94106L109
GWRE	GUIDEWIRE SOFTWARE INC	17,917	$1.986M	0.8%	$73.07	+31.5%	COM	40171V100
FRCB	FIRST REP BK SAN FRANCISCO C	18,372	$1.947M	0.8%	$91.73	+9.9%	COM	33616C100
SDY	SPDR SER TR	20,890	$1.905M	0.8%	$52600.68	—	S&P DIVID ETF	78464A763
BAC	BK OF AMERICA CORP	78,214	$1.858M	0.8%	$22.90	-10.2%	COM	060505104
VSS	VANGUARD INTL EQUITY INDEX F	18,897	$1.826M	0.7%	$97.73	—	FTSE SMCAP ETF	922042718
MDLZ	MONDELEZ INTL INC	35,606	$1.821M	0.7%	$32.10	+38.8%	CL A	609207105
SHW	SHERWIN WILLIAMS CO	3,121	$1.803M	0.7%	$161.19	+6.4%	COM	824348106
BABA	ALIBABA GROUP HLDG LTD	8,288	$1.788M	0.7%	$143.60	—	SPONSORED ADS	01609W102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	12,382	$1.728M	0.7%	$42.46	+208.0%	COM	874054109
GOOGL	ALPHABET INC	1,218	$1.727M	0.7%	$55.31	+21.0%	CAP STK CL A	02079K305
NFLX	NETFLIX INC	3,520	$1.602M	0.6%	$35.28	+20.6%	COM	64110L106
VBK	VANGUARD INDEX FDS	7,986	$1.594M	0.6%	$150.55	—	SML CP GRW ETF	922908595
CB	CHUBB LIMITED	12,292	$1.556M	0.6%	$127.65	-16.8%	COM	H1467J104
BKNG	BOOKING HOLDINGS INC	966	$1.538M	0.6%	$1917.21	-21.9%	COM	09857L108
MELI	MERCADOLIBRE INC	1,385	$1.365M	0.6%	$365.34	+105.3%	COM	58733R102
EFA	ISHARES TR	22,235	$1.353M	0.5%	$58.78	—	MSCI EAFE ETF	464287465
SRPT	SAREPTA THERAPEUTICS INC	7,990	$1.281M	0.5%	$99.57	+36.7%	COM	803607100
SAP	SAP SE	9,120	$1.277M	0.5%	$49128.72	—	SPON ADR	803054204
IJH	ISHARES TR	7,173	$1.276M	0.5%	$167.60	—	CORE S&P MCP ETF	464287507
RTX	RAYTHEON TECHNOLOGIES CORP	20,531	$1.265M	0.5%	$54.61	0.0%	COM	75513E101
SCHW	SCHWAB CHARLES CORP	35,618	$1.202M	0.5%	$44.02	-24.6%	COM	808513105
FIVE	FIVE BELOW INC	11,105	$1.187M	0.5%	$120.93	-22.5%	COM	33829M101
ZTS	ZOETIS INC	8,343	$1.143M	0.5%	$44.46	+180.0%	CL A	98978V103
VUG	VANGUARD INDEX FDS	5,579	$1.127M	0.5%	$138.68	—	GROWTH ETF	922908736
—	ATLASSIAN CORP PLC	5,953	$1.073M	0.4%	$129.77	—	CL A	G06242104
NBIX	NEUROCRINE BIOSCIENCES INC	8,706	$1.062M	0.4%	$101.83	+8.5%	COM	64125C109
BA	BOEING CO	5,681	$1.041M	0.4%	$139.81	+9.9%	COM	097023105
KRNT	KORNIT DIGITAL LTD	18,990	$1.014M	0.4%	$21.50	+77.2%	SHS	M6372Q113
IEUR	ISHARES TR	23,680	$1.013M	0.4%	$42.25	—	CORE MSCI EURO	46434V738
LMT	LOCKHEED MARTIN CORP	2,736	$998K	0.4%	$219.41	+47.5%	COM	539830109
TJX	TJX COS INC NEW	19,540	$988K	0.4%	$41.02	+13.7%	COM	872540109
VTI	VANGUARD INDEX FDS	6,158	$964K	0.4%	$127.70	—	TOTAL STK MKT	922908769
NBIS	YANDEX N V	19,234	$962K	0.4%	$29.40	—	SHS CLASS A	N97284108
EXC	EXELON CORP	26,315	$955K	0.4%	$26.94	-19.4%	COM	30161N101
ACN	ACCENTURE PLC IRELAND	4,445	$954K	0.4%	$122.77	+42.2%	SHS CLASS A	G1151C101
AWK	AMERICAN WTR WKS CO INC NEW	7,390	$951K	0.4%	$53.83	+107.9%	COM	030420103
—	ALTERYX INC	5,758	$946K	0.4%	$110.64	—	COM CL A	02156B103
GILD	GILEAD SCIENCES INC	11,775	$906K	0.4%	$47.14	+30.4%	COM	375558103
IWN	ISHARES TR	9,290	$905K	0.4%	$107.58	—	RUS 2000 VAL ETF	464287630
EFG	ISHARES TR	10,255	$852K	0.3%	$69.04	—	EAFE GRWTH ETF	464288885
VWO	VANGUARD INTL EQUITY INDEX F	21,376	$847K	0.3%	$38.10	—	FTSE EMR MKT ETF	922042858
CCI	CROWN CASTLE INTL CORP NEW	4,837	$809K	0.3%	$51.16	+144.4%	COM	22822V101
IBB	ISHARES TR	5,879	$804K	0.3%	$96.41	—	NASDAQ BIOTECH	464287556
USHY	ISHARES TR	20,798	$795K	0.3%	$40.80	—	BROAD USD HIGH	46435U853
NXPI	NXP SEMICONDUCTORS N V	6,832	$779K	0.3%	$86.25	+5.4%	COM	N6596X109
ABBV	ABBVIE INC	7,852	$771K	0.3%	$57.40	+22.8%	COM	00287Y109
ABT	ABBOTT LABS	8,276	$757K	0.3%	$43.36	+89.0%	COM	002824100
ITW	ILLINOIS TOOL WKS INC	4,200	$734K	0.3%	$83.40	+71.3%	COM	452308109
DOCU	DOCUSIGN INC	4,215	$726K	0.3%	$68.71	+83.4%	COM	256163106
IVV	ISHARES TR	2,280	$706K	0.3%	$282.33	—	CORE S&P500 ETF	464287200
IJR	ISHARES TR	10,184	$695K	0.3%	$71.53	—	CORE S&P SCP ETF	464287804
LQD	ISHARES TR	5,130	$690K	0.3%	$117.39	—	IBOXX INV CP ETF	464287242
MKC	MCCORMICK & CO INC	3,830	$687K	0.3%	$43.81	+67.8%	COM NON VTG	579780206
DEO	DIAGEO P L C	5,096	$685K	0.3%	$146.85	—	SPON ADR NEW	25243Q205
FDX	FEDEX CORP	4,846	$680K	0.3%	$134.44	-15.8%	COM	31428X106
OPTU	ALTICE USA INC	29,785	$671K	0.3%	$27.09	-9.5%	CL A	02156K103
EFV	ISHARES TR	16,760	$670K	0.3%	$45.21	—	EAFE VALUE ETF	464288877
EQIX	EQUINIX INC	892	$626K	0.3%	$564.82	+7.8%	COM	29444U700
PODD	INSULET CORP	3,180	$618K	0.3%	$90.53	+111.2%	COM	45784P101
IWP	ISHARES TR	3,790	$599K	0.2%	$114.32	—	RUS MD CP GR ETF	464287481
ADP	AUTOMATIC DATA PROCESSING IN	4,013	$597K	0.2%	$90.24	+40.7%	COM	053015103
—	APOLLO GLOBAL MGMT INC	11,950	$597K	0.2%	$41.63	—	COM CL A	03768E105
MCD	MCDONALDS CORP	3,149	$581K	0.2%	$72.80	+121.2%	COM	580135101
IJK	ISHARES TR	2,545	$570K	0.2%	$191.09	—	S&P MC 400GR ETF	464287606
—	MIMECAST LTD	13,525	$563K	0.2%	$36.79	—	ORD SHS	G14838109
HEDJ	WISDOMTREE TR	9,230	$560K	0.2%	$47.57	—	EUROPE HEDGED EQ	97717X701
IWS	ISHARES TR	7,080	$542K	0.2%	$76.71	—	RUS MDCP VAL ETF	464287473
STNE	STONECO LTD	13,925	$540K	0.2%	$38.78	—	COM CL A	G85158106
SHOP	SHOPIFY INC	553	$525K	0.2%	$69.41	0.0%	CL A	82509L107
VZ	VERIZON COMMUNICATIONS INC	9,362	$516K	0.2%	$31.43	+29.7%	COM	92343V104
OTIS	OTIS WORLDWIDE CORP	8,933	$508K	0.2%	$47.48	0.0%	COM	68902V107
EEM	ISHARES TR	12,650	$506K	0.2%	$39.06	—	MSCI EMG MKT ETF	464287234
SHY	ISHARES TR	5,800	$502K	0.2%	$86.55	—	1 3 YR TREAS BD	464287457
DXJ	WISDOMTREE TR	10,449	$491K	0.2%	$46.42	—	JAPN HEDGE EQT	97717W851
EMR	EMERSON ELEC CO	7,861	$488K	0.2%	$49.23	+2.1%	COM	291011104
UNP	UNION PAC CORP	2,823	$477K	0.2%	$82.45	+71.5%	COM	907818108
TDOC	TELADOC HEALTH INC	2,462	$470K	0.2%	$123.57	+41.8%	COM	87918A105
—	WISDOMTREE TR	18,250	$458K	0.2%	$25.07	—	FLOATNG RAT TREA	97717X628
USFD	US FOODS HLDG CORP	22,805	$450K	0.2%	$30.59	-37.5%	COM	912008109
NOW	SERVICENOW INC	1,088	$441K	0.2%	$70.61	0.0%	COM	81762P102
—	WNS HLDGS LTD	7,995	$440K	0.2%	$59.08	—	SPON ADR	92932M101
MTZ	MASTEC INC	9,750	$437K	0.2%	$37.90	0.0%	COM	576323109
IJJ	ISHARES TR	3,205	$426K	0.2%	$138.22	—	S&P MC 400VL ETF	464287705
ETSY	ETSY INC	4,000	$425K	0.2%	$73.98	0.0%	COM	29786A106
KNX	KNIGHT SWIFT TRANSN HLDGS IN	9,925	$414K	0.2%	$35.94	0.0%	CL A	499049104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	7,245	$411K	0.2%	$54.23	—	SPONSORED ADS	874039100
BNTX	BIONTECH SE	6,150	$410K	0.2%	$66.67	—	SPONSORED ADS	09075V102
—	ISHARES INC	16,780	$406K	0.2%	$26.17	—	MSCI FRNTR100ETF	464286145
—	CANADIAN PAC RY LTD	1,587	$405K	0.2%	$213.50	—	COM	13645T100
CRWD	CROWDSTRIKE HLDGS INC	3,900	$391K	0.2%	$80.20	0.0%	CL A	22788C105
DLR	DIGITAL RLTY TR INC	2,732	$388K	0.2%	$103.69	+12.2%	COM	253868103
KMB	KIMBERLY CLARK CORP	2,729	$386K	0.2%	$112.69	0.0%	COM	494368103
APD	AIR PRODS & CHEMS INC	1,575	$380K	0.2%	$148.89	+33.4%	COM	009158106
D	DOMINION ENERGY INC	4,550	$369K	0.1%	$53.66	+16.7%	COM	25746U109
HYG	ISHARES TR	4,445	$363K	0.1%	$81.10	—	IBOXX HI YD ETF	464288513
BDX	BECTON DICKINSON & CO	1,510	$361K	0.1%	$178.31	+23.6%	COM	075887109
CTAS	CINTAS CORP	1,350	$360K	0.1%	$27.09	+101.8%	COM	172908105
PRFZ	INVESCO EXCHANGE TRADED FD T	3,200	$357K	0.1%	$117.24	—	FTSE RAFI 1500	46137V597
IWR	ISHARES TR	6,625	$355K	0.1%	$46.47	—	RUS MID CAP ETF	464287499
—	MARVELL TECHNOLOGY GROUP LTD	10,080	$353K	0.1%	$35.02	—	ORD	G5876H105
TRV	TRAVELERS COMPANIES INC	3,010	$343K	0.1%	$103.35	-9.5%	COM	89417E109
AMGN	AMGEN INC	1,424	$336K	0.1%	$112.34	+70.6%	COM	031162100
AXON	AXON ENTERPRISE INC	3,375	$331K	0.1%	$80.85	0.0%	COM	05464C101
IEV	ISHARES TR	7,960	$322K	0.1%	$39.10	—	EUROPE ETF	464287861
DWX	SPDR INDEX SHS FDS	9,680	$321K	0.1%	$44.34	—	S&P INTL ETF	78463X772
CME	CME GROUP INC	1,935	$315K	0.1%	$35.54	+306.1%	COM	12572Q105
GOVT	ISHARES TR	11,203	$314K	0.1%	$28.03	—	US TREAS BD ETF	46429B267
AGG	ISHARES TR	2,621	$310K	0.1%	$106.41	—	CORE US AGGBD ET	464287226
HDB	HDFC BANK LTD	6,683	$304K	0.1%	$61.37	—	SPONSORED ADS	40415F101
DD	DUPONT DE NEMOURS INC	5,646	$300K	0.1%	$17.44	0.0%	COM	26614N102
PLD	PROLOGIS INC.	3,150	$294K	0.1%	$76.28	0.0%	COM	74340W103
EPI	WISDOMTREE TR	14,413	$289K	0.1%	$24.80	—	INDIA ERNGS FD	97717W422
ASHR	DBX ETF TR	9,450	$281K	0.1%	$29.35	—	XTRACK HRVST CSI	233051879
CSCO	CISCO SYS INC	5,969	$278K	0.1%	$29.34	+26.1%	COM	17275R102
SNPS	SYNOPSYS INC	1,425	$278K	0.1%	$165.04	0.0%	COM	871607107
VNQ	VANGUARD INDEX FDS	3,500	$275K	0.1%	$74.57	—	REAL ESTATE ETF	922908553
SWKS	SKYWORKS SOLUTIONS INC	2,150	$275K	0.1%	$96.49	0.0%	COM	83088M102
CHGG	CHEGG INC	4,075	$274K	0.1%	$53.43	0.0%	COM	163092109
VEA	VANGUARD TAX-MANAGED FDS	7,030	$273K	0.1%	$44.38	—	FTSE DEV MKT ETF	921943858
—	BK OF AMERICA CORP	200	$268K	0.1%	$35.72	—	7.25%CNV PFD L	060505682
EWJ	ISHARES INC	4,875	$268K	0.1%	$50.75	—	MSCI JPN ETF NEW	46434G822
BXP	BOSTON PPTYS LTD PARTNERSHIP	2,950	$267K	0.1%	$68.07	0.0%	COM	101121101
EPC	EDGEWELL PERS CARE CO	8,455	$263K	0.1%	$31.11	-17.9%	COM	28035Q102
PTON	PELOTON INTERACTIVE INC	4,500	$260K	0.1%	$41.39	0.0%	CL A COM	70614W100
—	WELLS FARGO CO NEW	200	$259K	0.1%	$110.06	—	PERP PFD CNV A	949746804
—	UNILEVER PLC	4,700	$258K	0.1%	$56.92	—	SPON ADR NEW	904767704
JNK	SPDR SER TR	2,541	$257K	0.1%	$108.92	—	BLOOMBERG BRCLYS	78468R622
TXN	TEXAS INSTRS INC	2,005	$255K	0.1%	$85.71	+16.1%	COM	882508104
CL	COLGATE PALMOLIVE CO	3,410	$250K	0.1%	$59.21	+5.3%	COM	194162103
RUN	SUNRUN INC	12,225	$241K	0.1%	$16.41	-6.7%	COM	86771W105
IWO	ISHARES TR	1,145	$237K	0.1%	$206.99	—	RUS 2000 GRW ETF	464287648
MAR	MARRIOTT INTL INC NEW	2,700	$231K	0.1%	$83.76	0.0%	CL A	571903202
VGK	VANGUARD INTL EQUITY INDEX F	4,592	$231K	0.1%	$48.59	—	FTSE EUROPE ETF	922042874
MPC	MARATHON PETE CORP	5,915	$221K	0.1%	$27.17	0.0%	COM	56585A102
AMAT	APPLIED MATLS INC	3,545	$214K	0.1%	$51.23	0.0%	COM	038222105
AMT	AMERICAN TOWER CORP NEW	820	$212K	0.1%	$210.56	0.0%	COM	03027X100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,155	$206K	0.1%	$146.30	+24.8%	CL B NEW	084670702
USMV	ISHARES TR	3,400	$206K	0.1%	$60.59	—	MSCI MIN VOL ETF	46429B697
AVB	AVALONBAY CMNTYS INC	1,325	$205K	0.1%	$129.64	0.0%	COM	053484101
MINT	PIMCO ETF TR	2,000	$203K	0.1%	$101.50	—	ENHAN SHRT MA AC	72201R833
SBUX	STARBUCKS CORP	2,723	$200K	0.1%	$66.33	0.0%	COM	855244109
RNG	RINGCENTRAL INC	700	$200K	0.1%	$252.94	0.0%	CL A	76680R206
MMYT	MAKEMYTRIP LIMITED MAURITIUS	12,445	$191K	0.1%	$24.06	-38.4%	SHS	V5633W109
—	WILLSCOT CORP	13,350	$164K	0.1%	$12.28	—	COM	971375126
PAGP	PLAINS GP HLDGS L P	11,538	$103K	0.0%	$8.93	—	LTD PARTNR INT A	72651A207
GOGO	GOGO INC	31,500	$100K	0.0%	$10.06	-78.6%	COM	38046C109
—	TELLURIAN INC NEW	77,628	$89,000	0.0%	$1.00	—	COM	87968A104
—	TWO HBRS INVT CORP	15,273	$77,000	0.0%	$4.47	—	COM NEW	90187B408
—	T-MOBILE US INC	23,202	$4,000	0.0%	$0.17	—	RIGHT 07/27/2020	872590112