Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	97,976	$11.35M	4.1%	$87.12	+21.6%	COM	037833100
AMZN	AMAZON COM INC	2,828	$8.905M	3.3%	$41.46	+280.3%	COM	023135106
IEFA	ISHARES TR	128,107	$7.722M	2.8%	$56.86	—	CORE MSCI EAFE	46432F842
MSFT	MICROSOFT CORP	31,653	$6.658M	2.4%	$76.88	+161.1%	COM	594918104
CRM	SALESFORCE COM INC	23,191	$5.828M	2.1%	$107.22	+101.7%	COM	79466L302
V	VISA INC	27,938	$5.587M	2.0%	$89.70	+114.3%	COM CL A	92826C839
HD	HOME DEPOT INC	18,896	$5.248M	1.9%	$126.78	+87.5%	COM	437076102
IWF	ISHARES TR	22,058	$4.784M	1.7%	$130.91	—	RUS 1000 GRW ETF	464287614
MBB	ISHARES TR	42,928	$4.739M	1.7%	$109.95	—	MBS ETF	464288588
UNH	UNITEDHEALTH GROUP INC	14,806	$4.616M	1.7%	$104.79	+168.3%	COM	91324P102
JNJ	JOHNSON & JOHNSON	28,874	$4.299M	1.6%	$77.51	+63.9%	COM	478160104
JPM	JPMORGAN CHASE & CO	42,872	$4.127M	1.5%	$52.17	+63.8%	COM	46625H100
HON	HONEYWELL INTL INC	24,464	$4.027M	1.5%	$93.66	+42.2%	COM	438516106
IEMG	ISHARES INC	76,052	$4.016M	1.5%	$50.51	—	CORE MSCI EMKT	46434G103
IWD	ISHARES TR	33,415	$3.947M	1.4%	$111.05	—	RUS 1000 VAL ETF	464287598
META	FACEBOOK INC	14,138	$3.703M	1.4%	$107.27	+138.7%	CL A	30303M102
GOOG	ALPHABET INC	2,451	$3.602M	1.3%	$43.59	+73.7%	CAP STK CL C	02079K107
—	LAM RESEARCH CORP	10,836	$3.595M	1.3%	$97.22	—	COM	512807108
HUBS	HUBSPOT INC	12,113	$3.54M	1.3%	$71.17	+268.3%	COM	443573100
PEP	PEPSICO INC	25,405	$3.521M	1.3%	$84.87	+35.7%	COM	713448108
ADBE	ADOBE SYSTEMS INCORPORATED	7,116	$3.49M	1.3%	$224.36	+107.3%	COM	00724F101
—	SPLUNK INC	18,241	$3.432M	1.3%	$49052.23	—	COM	848637104
TMO	THERMO FISHER SCIENTIFIC INC	7,707	$3.403M	1.2%	$163.72	+148.8%	COM	883556102
LLY	LILLY ELI & CO	22,922	$3.393M	1.2%	$71.91	+102.7%	COM	532457108
IWB	ISHARES TR	17,635	$3.3M	1.2%	$91.31	—	RUS 1000 ETF	464287622
NKE	NIKE INC	26,121	$3.279M	1.2%	$51.46	+93.6%	CL B	654106103
COST	COSTCO WHSL CORP NEW	8,606	$3.055M	1.1%	$112.51	+174.7%	COM	22160K105
CVX	CHEVRON CORP NEW	41,603	$2.995M	1.1%	$70.84	-6.1%	COM	166764100
INTU	INTUIT	8,897	$2.902M	1.1%	$129.14	+134.3%	COM	461202103
EW	EDWARDS LIFESCIENCES CORP	33,809	$2.699M	1.0%	$60.10	+29.8%	COM	28176E108
TMUS	T-MOBILE US INC	23,032	$2.634M	1.0%	$39.32	+172.3%	COM	872590104
MRK	MERCK & CO. INC	31,604	$2.622M	1.0%	$49.10	+34.3%	COM	58933Y105
NEE	NEXTERA ENERGY INC	9,438	$2.62M	1.0%	$31.52	+91.2%	COM	65339F101
AVGO	BROADCOM INC	7,180	$2.616M	1.0%	$20.20	+46.7%	COM	11135F101
PG	PROCTER AND GAMBLE CO	18,188	$2.528M	0.9%	$91.84	+26.7%	COM	742718109
DIS	DISNEY WALT CO	19,083	$2.368M	0.9%	$84.53	+44.5%	COM DISNEY	254687106
—	BLACKROCK INC	4,177	$2.354M	0.9%	$346.31	—	COM	09247X101
BABA	ALIBABA GROUP HLDG LTD	7,970	$2.343M	0.9%	$143.60	—	SPONSORED ADS	01609W102
ICE	INTERCONTINENTAL EXCHANGE IN	22,839	$2.285M	0.8%	$62.71	+46.7%	COM	45866F104
WM	WASTE MGMT INC DEL	19,824	$2.243M	0.8%	$66.76	+51.8%	COM	94106L109
IWM	ISHARES TR	14,962	$2.241M	0.8%	$133.88	—	RUSSELL 2000 ETF	464287655
SPY	SPDR S&P 500 ETF TR	6,653	$2.228M	0.8%	$185.27	—	TR UNIT	78462F103
SHW	SHERWIN WILLIAMS CO	3,136	$2.185M	0.8%	$161.19	+29.2%	COM	824348106
MDLZ	MONDELEZ INTL INC	35,988	$2.068M	0.8%	$32.27	+50.5%	CL A	609207105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	12,377	$2.045M	0.7%	$42.46	+282.5%	COM	874054109
BAC	BK OF AMERICA CORP	84,198	$2.028M	0.7%	$22.82	-4.4%	COM	060505104
FRCB	FIRST REP BK SAN FRANCISCO C	18,566	$2.025M	0.7%	$91.92	+18.9%	COM	33616C100
VSS	VANGUARD INTL EQUITY INDEX F	18,897	$1.99M	0.7%	$97.73	—	FTSE SMCAP ETF	922042718
GWRE	GUIDEWIRE SOFTWARE INC	18,557	$1.935M	0.7%	$74.42	+51.0%	COM	40171V100
SDY	SPDR SER TR	20,890	$1.93M	0.7%	$52600.68	—	S&P DIVID ETF	78464A763
NFLX	NETFLIX INC	3,645	$1.823M	0.7%	$35.78	+39.1%	COM	64110L106
XOM	EXXON MOBIL CORP	52,812	$1.813M	0.7%	$54.72	-40.9%	COM	30231G102
GOOGL	ALPHABET INC	1,183	$1.734M	0.6%	$55.31	+36.7%	CAP STK CL A	02079K305
VBK	VANGUARD INDEX FDS	7,886	$1.695M	0.6%	$150.55	—	SML CP GRW ETF	922908595
CIEN	CIENA CORP	42,208	$1.675M	0.6%	$31.01	+69.7%	COM NEW	171779309
BKNG	BOOKING HOLDINGS INC	958	$1.639M	0.6%	$1917.21	-9.9%	COM	09857L108
RTX	RAYTHEON TECHNOLOGIES CORP	27,230	$1.567M	0.6%	$54.38	-1.3%	COM	75513E101
MELI	MERCADOLIBRE INC	1,339	$1.449M	0.5%	$365.34	+197.0%	COM	58733R102
SAP	SAP SE	9,182	$1.431M	0.5%	$49128.72	—	SPON ADR	803054204
EFA	ISHARES TR	22,235	$1.415M	0.5%	$58.78	—	MSCI EAFE ETF	464287465
CB	CHUBB LIMITED	11,948	$1.387M	0.5%	$127.65	-9.3%	COM	H1467J104
IJH	ISHARES TR	7,223	$1.338M	0.5%	$167.60	—	CORE S&P MCP ETF	464287507
SCHW	SCHWAB CHARLES CORP	34,003	$1.232M	0.5%	$44.02	-26.4%	COM	808513105
KRNT	KORNIT DIGITAL LTD	18,865	$1.224M	0.4%	$21.50	+166.7%	SHS	M6372Q113
FDX	FEDEX CORP	4,831	$1.215M	0.4%	$134.44	+34.6%	COM	31428X106
—	ATLASSIAN CORP PLC	6,595	$1.199M	0.4%	$134.84	—	CL A	G06242104
PTON	PELOTON INTERACTIVE INC	12,075	$1.198M	0.4%	$61.58	+19.5%	CL A COM	70614W100
VUG	VANGUARD INDEX FDS	5,250	$1.195M	0.4%	$138.68	—	GROWTH ETF	922908736
ACN	ACCENTURE PLC IRELAND	5,009	$1.132M	0.4%	$132.85	+59.8%	SHS CLASS A	G1151C101
SRPT	SAREPTA THERAPEUTICS INC	8,050	$1.13M	0.4%	$99.57	+52.6%	COM	803607100
RUN	SUNRUN INC	14,625	$1.127M	0.4%	$21.44	+119.5%	COM	86771W105
ZTS	ZOETIS INC	6,673	$1.104M	0.4%	$44.46	+230.0%	CL A	98978V103
AWK	AMERICAN WTR WKS CO INC NEW	7,390	$1.071M	0.4%	$53.83	+137.5%	COM	030420103
TJX	TJX COS INC NEW	19,060	$1.061M	0.4%	$41.02	+22.0%	COM	872540109
VTI	VANGUARD INDEX FDS	6,159	$1.049M	0.4%	$127.70	—	TOTAL STK MKT	922908769
IEUR	ISHARES TR	23,280	$1.041M	0.4%	$42.25	—	CORE MSCI EURO	46434V738
USHY	ISHARES TR	26,215	$1.035M	0.4%	$40.53	—	BROAD USD HIGH	46435U853
EXC	EXELON CORP	28,210	$1.009M	0.4%	$26.60	-17.6%	COM	30161N101
TDOC	TELADOC HEALTH INC	4,560	$1M	0.4%	$164.15	+29.0%	COM	87918A105
NBIX	NEUROCRINE BIOSCIENCES INC	10,156	$977K	0.4%	$103.81	+11.4%	COM	64125C109
VWO	VANGUARD INTL EQUITY INDEX F	21,376	$924K	0.3%	$38.10	—	FTSE EMR MKT ETF	922042858
—	ALTERYX INC	8,017	$910K	0.3%	$111.45	—	COM CL A	02156B103
IWN	ISHARES TR	9,115	$905K	0.3%	$107.58	—	RUS 2000 VAL ETF	464287630
EFG	ISHARES TR	10,025	$901K	0.3%	$69.04	—	EAFE GRWTH ETF	464288885
ABT	ABBOTT LABS	8,276	$901K	0.3%	$43.36	+113.0%	COM	002824100
OPTU	ALTICE USA INC	34,460	$896K	0.3%	$26.94	-3.6%	CL A	02156K103
—	APOLLO GLOBAL MGMT INC	19,550	$875K	0.3%	$42.85	—	COM CL A	03768E105
NXPI	NXP SEMICONDUCTORS N V	6,832	$853K	0.3%	$86.25	+29.0%	COM	N6596X109
ITW	ILLINOIS TOOL WKS INC	4,200	$811K	0.3%	$83.40	+100.6%	COM	452308109
IVV	ISHARES TR	2,395	$805K	0.3%	$284.91	—	CORE S&P500 ETF	464287200
LMT	LOCKHEED MARTIN CORP	2,088	$800K	0.3%	$219.41	+50.0%	COM	539830109
IBB	ISHARES TR	5,879	$796K	0.3%	$96.41	—	NASDAQ BIOTECH	464287556
CCI	CROWN CASTLE INTL CORP NEW	4,777	$795K	0.3%	$51.16	+152.2%	COM	22822V101
NBIS	YANDEX N V	12,034	$784K	0.3%	$29.40	—	SHS CLASS A	N97284108
PODD	INSULET CORP	3,180	$752K	0.3%	$90.53	+132.6%	COM	45784P101
APD	AIR PRODS & CHEMS INC	2,500	$745K	0.3%	$186.95	+34.7%	COM	009158106
MKC	MCCORMICK & CO INC	3,820	$741K	0.3%	$43.81	+100.1%	COM NON VTG	579780206
STNE	STONECO LTD	13,925	$736K	0.3%	$38.78	—	COM CL A	G85158106
EQIX	EQUINIX INC	956	$727K	0.3%	$572.77	+19.3%	COM	29444U700
NOW	SERVICENOW INC	1,452	$704K	0.3%	$75.30	+18.6%	COM	81762P102
DEO	DIAGEO PLC	5,096	$702K	0.3%	$146.85	—	SPON ADR NEW	25243Q205
SHOP	SHOPIFY INC	683	$699K	0.3%	$75.12	+32.3%	CL A	82509L107
IJR	ISHARES TR	9,834	$691K	0.3%	$71.53	—	CORE S&P SCP ETF	464287804
MCD	MCDONALDS CORP	3,149	$691K	0.3%	$72.80	+149.2%	COM	580135101
LQD	ISHARES TR	5,012	$675K	0.2%	$117.39	—	IBOXX INV CP ETF	464287242
USFD	US FOODS HLDG CORP	29,904	$664K	0.2%	$28.67	-21.5%	COM	912008109
IWP	ISHARES TR	3,715	$642K	0.2%	$114.32	—	RUS MD CP GR ETF	464287481
—	WNS HLDGS LTD	10,020	$641K	0.2%	$60.07	—	SPON ADR	92932M101
EFV	ISHARES TR	15,760	$636K	0.2%	$45.21	—	EAFE VALUE ETF	464288877
—	MIMECAST LTD	13,525	$635K	0.2%	$36.79	—	ORD SHS	G14838109
IJK	ISHARES TR	2,545	$609K	0.2%	$191.09	—	S&P MC 400GR ETF	464287606
—	MARVELL TECHNOLOGY GROUP LTD	15,180	$603K	0.2%	$36.60	—	ORD	G5876H105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	7,245	$587K	0.2%	$54.23	—	SPONSORED ADS	874039100
HEDJ	WISDOMTREE TR	9,230	$570K	0.2%	$47.57	—	EUROPE HEDGED EQ	97717X701
ADP	AUTOMATIC DATA PROCESSING IN	4,013	$560K	0.2%	$90.24	+38.5%	COM	053015103
IWS	ISHARES TR	6,905	$558K	0.2%	$76.71	—	RUS MDCP VAL ETF	464287473
OTIS	OTIS WORLDWIDE CORP	8,924	$557K	0.2%	$47.48	+18.9%	COM	68902V107
UNP	UNION PAC CORP	2,823	$556K	0.2%	$82.45	+100.0%	COM	907818108
EEM	ISHARES TR	12,200	$538K	0.2%	$39.06	—	MSCI EMG MKT ETF	464287234
BA	BOEING CO	3,245	$536K	0.2%	$139.81	+21.9%	COM	097023105
VZ	VERIZON COMMUNICATIONS INC	8,862	$527K	0.2%	$31.43	+35.4%	COM	92343V104
EMR	EMERSON ELEC CO	7,936	$520K	0.2%	$49.23	+19.4%	COM	291011104
AXON	AXON ENTERPRISE INC	5,575	$506K	0.2%	$83.27	+4.5%	COM	05464C101
SHY	ISHARES TR	5,800	$502K	0.2%	$86.55	—	1 3 YR TREAS BD	464287457
SBUX	STARBUCKS CORP	5,823	$500K	0.2%	$68.71	+3.0%	COM	855244109
KNX	KNIGHT SWIFT TRANSN HLDGS IN	12,252	$499K	0.2%	$36.99	+12.1%	CL A	499049104
CHGG	CHEGG INC	6,950	$497K	0.2%	$61.79	+19.2%	COM	163092109
DXJ	WISDOMTREE TR	10,124	$496K	0.2%	$46.42	—	JAPN HEDGE EQT	97717W851
GILD	GILEAD SCIENCES INC	7,715	$488K	0.2%	$47.14	+19.1%	COM	375558103
ETSY	ETSY INC	4,000	$487K	0.2%	$73.98	+58.2%	COM	29786A106
WSC	WILLSCOT MOBIL MINI HLDNG CO	28,810	$481K	0.2%	$15.98	0.0%	COM CL A	971378104
TWLO	TWILIO INC	1,942	$480K	0.2%	$246.54	0.0%	CL A	90138F102
DOCU	DOCUSIGN INC	2,178	$469K	0.2%	$68.71	+202.1%	COM	256163106
—	CANADIAN PAC RY LTD	1,537	$468K	0.2%	$213.50	—	COM	13645T100
—	WISDOMTREE TR	18,250	$458K	0.2%	$25.07	—	FLOATNG RAT TREA	97717X628
CTAS	CINTAS CORP	1,350	$449K	0.2%	$27.09	+169.0%	COM	172908105
IJJ	ISHARES TR	3,205	$432K	0.2%	$138.22	—	S&P MC 400VL ETF	464287705
—	LIVONGO HEALTH INC	3,075	$431K	0.2%	$140.16	—	COM	539183103
BNTX	BIONTECH SE	6,150	$426K	0.2%	$66.67	—	SPONSORED ADS	09075V102
—	ISHARES INC	16,580	$424K	0.2%	$26.17	—	MSCI FRNTR100ETF	464286145
DLR	DIGITAL RLTY TR INC	2,705	$397K	0.1%	$103.69	+19.8%	COM	253868103
NTR	NUTRIEN LTD	10,125	$396K	0.1%	$30.69	0.0%	COM	67077M108
TGT	TARGET CORP	2,450	$386K	0.1%	$118.66	0.0%	COM	87612E106
IWR	ISHARES TR	6,625	$380K	0.1%	$46.47	—	RUS MID CAP ETF	464287499
PRFZ	INVESCO EXCHANGE TRADED FD T	3,200	$375K	0.1%	$117.24	—	FTSE RAFI 1500	46137V597
HYG	ISHARES TR	4,445	$373K	0.1%	$81.10	—	IBOXX HI YD ETF	464288513
GS	GOLDMAN SACHS GROUP INC	1,840	$370K	0.1%	$178.97	0.0%	COM	38141G104
MUB	ISHARES TR	3,139	$364K	0.1%	$115.96	—	NATIONAL MUN ETF	464288414
ABBV	ABBVIE INC	4,145	$363K	0.1%	$57.40	+32.9%	COM	00287Y109
AMGN	AMGEN INC	1,424	$362K	0.1%	$112.34	+86.5%	COM	031162100
D	DOMINION ENERGY INC	4,550	$359K	0.1%	$53.66	+15.6%	COM	25746U109
—	BLACKROCK CAP ALLOCATION TR	17,500	$358K	0.1%	$20.46	—	COM	09260U109
SE	SEA LTD	2,325	$358K	0.1%	$153.98	—	SPONSORD ADS	81141R100
BDX	BECTON DICKINSON & CO	1,510	$351K	0.1%	$178.31	+26.4%	COM	075887109
EPI	WISDOMTREE TR	14,413	$340K	0.1%	$24.80	—	INDIA ERNGS FD	97717W422
HDB	HDFC BANK LTD	6,681	$334K	0.1%	$61.37	—	SPONSORED ADS	40415F101
IEV	ISHARES TR	7,960	$333K	0.1%	$39.10	—	EUROPE ETF	464287861
GOVT	ISHARES TR	11,736	$328K	0.1%	$28.02	—	US TREAS BD ETF	46429B267
PYPL	PAYPAL HLDGS INC	1,660	$327K	0.1%	$187.90	0.0%	COM	70450Y103
DWX	SPDR INDEX SHS FDS	9,680	$327K	0.1%	$44.34	—	S&P INTL ETF	78463X772
ASHR	DBX ETF TR	9,450	$326K	0.1%	$29.35	—	XTRACK HRVST CSI	233051879
CME	CME GROUP INC	1,935	$324K	0.1%	$35.54	+283.4%	COM	12572Q105
SWKS	SKYWORKS SOLUTIONS INC	2,150	$313K	0.1%	$96.49	+26.0%	COM	83088M102
BXP	BOSTON PROPERTIES INC	3,850	$309K	0.1%	$67.64	-2.1%	COM	101121101
FVRR	FIVERR INTL LTD	2,200	$306K	0.1%	$107.21	0.0%	ORD SHS	M4R82T106
AGG	ISHARES TR	2,596	$306K	0.1%	$106.41	—	CORE US AGGBD ET	464287226
TRV	TRAVELERS COMPANIES INC	2,810	$304K	0.1%	$103.35	-0.9%	COM	89417E109
SLP	SIMULATIONS PLUS INC	3,850	$290K	0.1%	$62.82	0.0%	COM	829214105
—	UNILEVER PLC	4,680	$289K	0.1%	$56.92	—	SPON ADR NEW	904767704
TXN	TEXAS INSTRS INC	2,005	$286K	0.1%	$85.71	+36.3%	COM	882508104
UPS	UNITED PARCEL SERVICE INC	1,709	$285K	0.1%	$117.34	0.0%	CL B	911312106
VNQ	VANGUARD INDEX FDS	3,500	$276K	0.1%	$74.57	—	REAL ESTATE ETF	922908553
LULU	LULULEMON ATHLETICA INC	835	$275K	0.1%	$333.72	0.0%	COM	550021109
EWJ	ISHARES INC	4,625	$273K	0.1%	$50.75	—	MSCI JPN ETF NEW	46434G822
JNK	SPDR SER TR	2,541	$265K	0.1%	$108.92	—	BLOOMBERG BRCLYS	78468R622
KBR	KBR INC	11,800	$264K	0.1%	$21.85	0.0%	COM	48242W106
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,155	$246K	0.1%	$146.30	+39.8%	CL B NEW	084670702
IWO	ISHARES TR	1,095	$243K	0.1%	$206.99	—	RUS 2000 GRW ETF	464287648
LMND	LEMONADE INC	4,850	$241K	0.1%	$62.79	0.0%	COM	52567D107
VGK	VANGUARD INTL EQUITY INDEX F	4,592	$241K	0.1%	$48.59	—	FTSE EUROPE ETF	922042874
EPC	EDGEWELL PERS CARE CO	8,300	$231K	0.1%	$31.11	-13.1%	COM	28035Q102
CSCO	CISCO SYS INC	5,695	$224K	0.1%	$29.34	+26.3%	COM	17275R102
CWH	CAMPING WORLD HLDGS INC	7,500	$223K	0.1%	$24.45	0.0%	CL A	13462K109
USMV	ISHARES TR	3,400	$217K	0.1%	$60.59	—	MSCI USA MIN VOL	46429B697
DELL	DELL TECHNOLOGIES INC	3,191	$216K	0.1%	$28.60	0.0%	CL C	24703L202
AMAT	APPLIED MATLS INC	3,545	$211K	0.1%	$51.23	+14.9%	COM	038222105
VEA	VANGUARD TAX-MANAGED INTL FD	5,117	$209K	0.1%	$44.38	—	FTSE DEV MKT ETF	921943858
MINT	PIMCO ETF TR	2,000	$204K	0.1%	$101.50	—	ENHAN SHRT MA AC	72201R833
FSLY	FASTLY INC	2,150	$201K	0.1%	$86.79	0.0%	CL A	31188V100
MMYT	MAKEMYTRIP LIMITED MAURITIUS	11,960	$184K	0.1%	$24.06	-33.9%	SHS	V5633W109
GOGO	GOGO INC	16,500	$152K	0.1%	$10.06	-45.7%	COM	38046C109
—	TWO HBRS INVT CORP	15,273	$78,000	0.0%	$4.47	—	COM NEW	90187B408
PAGP	PLAINS GP HLDGS L P	11,538	$70,000	0.0%	$8.93	—	LTD PARTNR INT A	72651A207
—	TELLURIAN INC NEW	26,000	$21,000	0.0%	$1.00	—	COM	87968A104