Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	68,412	$7.923M	5.9%	$88.54	+19.7%	COM	037833100
AMZN	AMAZON COM INC	2,159	$6.798M	5.1%	$59.01	+167.2%	COM	023135106
NVDA	NVIDIA CORPORATION	9,279	$5.022M	3.7%	$4.92	+135.7%	COM	67066G104
MSFT	MICROSOFT CORP	23,852	$5.017M	3.7%	$35.53	+465.0%	COM	594918104
MA	MASTERCARD INCORPORATED	12,991	$4.393M	3.3%	$137.77	+129.1%	COM	57636Q104
ADBE	ADOBE SYSTEMS INCORPORATED	8,172	$4.008M	3.0%	$215.95	+115.4%	COM	00724F101
CRM	SALESFORCE COM INC	14,210	$3.571M	2.7%	$89.62	+141.3%	COM	79466L302
V	VISA INC	17,418	$3.483M	2.6%	$97.44	+97.3%	COM	92826C839
IGM	ISHARES TR	9,459	$2.924M	2.2%	$119.12	—	ETF	464287549
HD	HOME DEPOT INC	7,601	$2.111M	1.6%	$92.50	+156.9%	COM	437076102
IJR	ISHARES TR	29,930	$2.102M	1.6%	$83.45	—	ETF	464287804
META	FACEBOOK INC	7,624	$1.997M	1.5%	$92.84	+175.8%	COM	30303M102
NOW	SERVICENOW INC	3,975	$1.928M	1.4%	$35.33	+152.8%	COM	81762P102
ISRG	INTUITIVE SURGICAL INC	2,664	$1.89M	1.4%	$151.84	+47.9%	COM	46120E602
HYD	VANECK VECTORS ETF TR	30,642	$1.832M	1.4%	$61.04	—	ETF	92189H409
HYMB	SPDR SER TR	31,600	$1.797M	1.3%	$54.54	—	ETF	78464A284
LQD	ISHARES TR	13,327	$1.795M	1.3%	$123.71	—	ETF	464287242
IWR	ISHARES TR	30,920	$1.774M	1.3%	$69.28	—	ETF	464287499
JNJ	JOHNSON & JOHNSON	10,052	$1.497M	1.1%	$70.37	+80.5%	COM	478160104
LMT	LOCKHEED MARTIN CORP	3,662	$1.403M	1.0%	$157.78	+108.5%	COM	539830109
GOOGL	ALPHABET INC	928	$1.36M	1.0%	$52.30	+44.6%	COM	02079K305
MELI	MERCADOLIBRE INC	1,255	$1.359M	1.0%	$361.66	+200.0%	COM	58733R102
IGSB	ISHARES TR	24,720	$1.357M	1.0%	$60.64	—	ETF	464288646
—	BLACKROCK INC	2,384	$1.344M	1.0%	$314.30	—	COM	09247X101
TMO	THERMO FISHER SCIENTIFIC INC	3,026	$1.336M	1.0%	$199.06	+104.7%	COM	883556102
IJK	ISHARES TR	5,512	$1.318M	1.0%	$128.95	—	ETF	464287606
—	ISHARES TR	52,415	$1.313M	1.0%	$24.88	—	ETF	46434VBK5
FLTR	VANECK VECTORS ETF TR	51,888	$1.308M	1.0%	$25.25	—	ETF	92189F486
ROKU	ROKU INC	6,555	$1.238M	0.9%	$67.64	+133.8%	COM	77543R102
HDV	ISHARES TR	15,229	$1.226M	0.9%	$82.57	—	ETF	46429B663
DXCM	DEXCOM INC	2,850	$1.175M	0.9%	$62.23	+67.9%	COM	252131107
JPM	JPMORGAN CHASE & CO	12,056	$1.161M	0.9%	$76.59	+11.6%	COM	46625H100
CMG	CHIPOTLE MEXICAN GRILL INC	887	$1.103M	0.8%	$16.05	+50.2%	COM	169656105
AMGN	AMGEN INC	4,316	$1.097M	0.8%	$105.27	+99.1%	COM	031162100
IJH	ISHARES TR	5,880	$1.09M	0.8%	$143.37	—	ETF	464287507
CHWY	CHEWY INC	19,600	$1.075M	0.8%	$25.58	+110.9%	COM	16679L109
IJT	ISHARES TR	5,999	$1.059M	0.8%	$112.33	—	ETF	464287887
MUB	ISHARES TR	9,040	$1.048M	0.8%	$107.33	—	ETF	464288414
TROW	PRICE T ROWE GROUP INC	8,132	$1.043M	0.8%	$60.10	+74.7%	COM	74144T108
IWO	ISHARES TR	4,705	$1.042M	0.8%	$111.45	—	ETF	464287648
INTC	INTEL CORP	19,936	$1.032M	0.8%	$19.43	+139.4%	COM	458140100
LULU	LULULEMON ATHLETICA INC	3,090	$1.018M	0.8%	$224.76	+48.5%	COM	550021109
IWF	ISHARES TR	4,670	$1.013M	0.8%	$72.78	—	ETF	464287614
LLY	LILLY ELI & CO	6,645	$984K	0.7%	$73.19	+99.2%	COM	532457108
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,548	$968K	0.7%	$205.09	-0.3%	COM	084670702
MRK	MERCK & CO. INC	10,981	$911K	0.7%	$45.69	+44.3%	COM	58933Y105
VCSH	VANGUARD SCOTTSDALE FDS	10,875	$901K	0.7%	$82.85	—	ETF	92206C409
SPSB	SPDR SER TR	28,700	$900K	0.7%	$31.36	—	ETF	78464A474
GSY	INVESCO ACTIVELY MANAGED ETF	17,800	$899K	0.7%	$50.51	—	ETF	46090A887
VRTX	VERTEX PHARMACEUTICALS INC	6,107	$895K	0.7%	$275.05	+0.3%	COM	92532F100
TFI	SPDR SER TR	16,905	$878K	0.7%	$48.98	—	ETF	78468R721
IYF	ISHARES TR	7,576	$860K	0.6%	$117.62	—	ETF	464287788
SUB	ISHARES TR	7,930	$857K	0.6%	$106.35	—	ETF	464288158
COST	COSTCO WHSL CORP NEW	2,411	$856K	0.6%	$240.80	+28.3%	COM	22160K105
IJJ	ISHARES TR	6,332	$854K	0.6%	$101.31	—	ETF	464287705
IWP	ISHARES TR	4,918	$850K	0.6%	$81.49	—	ETF	464287481
PFF	ISHARES TR	22,786	$831K	0.6%	$38.72	—	ETF	464288687
WDAY	WORKDAY INC	3,860	$830K	0.6%	$125.81	+57.2%	COM	98138H101
SBUX	STARBUCKS CORP	9,365	$805K	0.6%	$41.20	+71.8%	COM	855244109
ZTS	ZOETIS INC	4,520	$747K	0.6%	$116.22	+26.2%	COM	98978V103
IGV	ISHARES TR	2,394	$745K	0.6%	$8310.37	—	ETF	464287515
ABT	ABBOTT LABS	6,836	$744K	0.6%	$49.54	+86.4%	COM	002824100
TXN	TEXAS INSTRS INC	4,815	$688K	0.5%	$64.26	+81.8%	COM	882508104
MDB	MONGODB INC	2,915	$675K	0.5%	$148.86	+45.6%	COM	60937P106
CSCO	CISCO SYS INC	16,825	$663K	0.5%	$29.59	+25.3%	COM	17275R102
CSLLY	C S L LIMITED	6,370	$659K	0.5%	$91400.00	—	COM	12637N204
MMM	3M CO	4,059	$650K	0.5%	$61.26	+80.2%	COM	88579Y101
CLX	CLOROX CO DEL	3,020	$635K	0.5%	$60.00	+214.9%	COM	189054109
DIS	DISNEY WALT CO	5,033	$624K	0.5%	$88.59	+37.9%	COM	254687106
IBB	ISHARES TR	4,507	$610K	0.5%	$120.12	—	ETF	464287556
PEP	PEPSICO INC	4,377	$607K	0.5%	$56.93	+102.3%	COM	713448108
PG	PROCTER AND GAMBLE CO	4,301	$598K	0.4%	$61.91	+87.9%	COM	742718109
ABBV	ABBVIE INC	6,812	$597K	0.4%	$77.06	-1.0%	COM	00287Y109
—	ATLASSIAN CORP PLC	3,195	$581K	0.4%	$6563.18	—	COM	G06242104
SMB	VANECK VECTORS ETF TR	30,465	$550K	0.4%	$17.25	—	ETF	92189F528
VEEV	VEEVA SYS INC	1,919	$540K	0.4%	$221.15	+19.2%	COM	922475108
IYH	ISHARES TR	2,373	$539K	0.4%	$183.77	—	ETF	464287762
—	CYBERARK SOFTWARE LTD	5,200	$538K	0.4%	$115.89	—	COM	M2682V108
PEY	INVESCO EXCHANGE TRADED FD T	34,961	$502K	0.4%	$17.50	—	ETF	46137V563
AGG	ISHARES TR	4,195	$495K	0.4%	$112.94	—	ETF	464287226
SPY	SPDR S&P 500 ETF TR	1,478	$495K	0.4%	$277.95	—	ETF	78462F103
AXP	AMERICAN EXPRESS CO	4,921	$493K	0.4%	$67.45	+36.2%	COM	025816109
—	ISHARES TR	19,500	$492K	0.4%	$25.06	—	ETF	46434VAQ3
HYG	ISHARES TR	5,755	$483K	0.4%	$90.14	—	ETF	464288513
C	CITIGROUP INC	11,021	$475K	0.4%	$55.94	-26.7%	COM	172967424
—	NUVEEN AMT FREE MUN CR INC F	29,965	$469K	0.3%	$15.22	—	ETF	67071L106
PGF	INVESCO EXCHANGE TRADED FD T	24,770	$464K	0.3%	$18.45	—	ETF	46137V621
VZ	VERIZON COMMUNICATIONS INC	7,684	$457K	0.3%	$31.18	+36.5%	COM	92343V104
PFE	PFIZER INC	12,168	$447K	0.3%	$18.22	+48.8%	COM	717081103
SYK	STRYKER CORPORATION	2,145	$447K	0.3%	$141.00	+30.2%	COM	863667101
IWD	ISHARES TR	3,753	$443K	0.3%	$83.82	—	ETF	464287598
GOOG	ALPHABET INC	300	$441K	0.3%	$50.59	+49.7%	COM	02079K107
VRP	INVESCO EXCH TRADED FD TR II	17,834	$439K	0.3%	$24.85	—	ETF	46138G870
IJS	ISHARES TR	3,561	$436K	0.3%	$95.10	—	ETF	464287879
SHM	SPDR SER TR	8,717	$435K	0.3%	$47.90	—	ETF	78468R739
KO	COCA COLA CO	8,726	$431K	0.3%	$29.16	+39.9%	COM	191216100
UNP	UNION PAC CORP	2,180	$429K	0.3%	$77.13	+113.8%	COM	907818108
IWN	ISHARES TR	4,290	$426K	0.3%	$91.03	—	ETF	464287630
ALGN	ALIGN TECHNOLOGY INC	1,200	$393K	0.3%	$238.66	+27.9%	COM	016255101
XYZ	SQUARE INC	2,365	$384K	0.3%	$57.28	+146.5%	COM	852234103
BKNG	BOOKING HOLDINGS INC	223	$381K	0.3%	$1920.66	-10.0%	COM	09857L108
IWM	ISHARES TR	2,530	$379K	0.3%	$104.32	—	ETF	464287655
VYM	VANGUARD WHITEHALL FDS	4,435	$359K	0.3%	$84.03	—	ETF	921946406
BSV	VANGUARD BD INDEX FDS	4,305	$358K	0.3%	$79.78	—	ETF	921937827
TER	TERADYNE INC	4,360	$346K	0.3%	$82.97	0.0%	COM	880770102
—	Invesco QQQ Trust	1,223	$340K	0.3%	$176492.40	—	ETF	46990E103
AKAM	AKAMAI TECHNOLOGIES INC	2,910	$322K	0.2%	$92.71	+19.7%	COM	00971T101
ADP	AUTOMATIC DATA PROCESSING IN	2,260	$315K	0.2%	$68.98	+81.2%	COM	053015103
TSLA	TESLA INC	700	$300K	0.2%	$118.07	0.0%	COM	88160R101
—	SPLUNK INC	1,585	$298K	0.2%	$4261.30	—	COM	848637104
KMB	KIMBERLY CLARK CORP	1,963	$290K	0.2%	$69.67	+77.3%	COM	494368103
KEYS	KEYSIGHT TECHNOLOGIES INC	2,825	$279K	0.2%	$79.67	+23.3%	COM	49338L103
FMB	FIRST TR EXCH TRADED FD III	5,000	$278K	0.2%	$53.60	—	COM	33739N108
CAT	CATERPILLAR INC DEL	1,850	$276K	0.2%	$61.55	+106.0%	COM	149123101
BMY	BRISTOL-MYERS SQUIBB CO	4,441	$268K	0.2%	$48.02	+1.2%	COM	110122108
PGX	INVESCO EXCH TRADED FD TR II	17,575	$259K	0.2%	$14.55	—	ETF	46138E511
HSY	HERSHEY CO	1,810	$259K	0.2%	$66.92	+86.6%	COM	427866108
IWL	ISHARES TR	3,140	$255K	0.2%	$73.89	—	ETF	464289446
IWS	ISHARES TR	3,122	$252K	0.2%	$65.12	—	ETF	464287473
TDOC	TELADOC HEALTH INC	1,090	$239K	0.2%	$211.77	0.0%	COM	87918A105
LVS	LAS VEGAS SANDS CORP	5,000	$233K	0.2%	$42.52	+7.3%	COM	517834107
IUSG	ISHARES TR	2,820	$226K	0.2%	$71.99	—	ETF	464287671
ASML	ASML HOLDING N V	600	$222K	0.2%	$368.33	—	COM	N07059210
FFTY	INNOVATOR ETFS TR	5,860	$219K	0.2%	$34.47	—	ETF	45782C102
SPHD	INVESCO EXCH TRADED FD TR II	6,562	$216K	0.2%	$40.68	—	ETF	46138E362
—	ISHARES TR	8,160	$209K	0.2%	$24789.95	—	ETF	46434VBA7
DVY	ISHARES TR	2,505	$204K	0.2%	$80.64	—	ETF	464287168
RSP	INVESCO EXCHANGE TRADED FD T	1,870	$202K	0.2%	$108.02	—	ETF	46137V357
STWD	STARWOOD PPTY TR INC	12,890	$195K	0.1%	$22.01	—	COM	85571B105