Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XLK	SELECT SECTOR SPDR TR	68,443	$7.987M	9.7%	$116.70	$104.72	—	TECHNOLOGY	81369Y803
VOO	VANGUARD INDEX FDS	24,530	$7.547M	9.2%	$307.66	$284.06	—	S&P 500 ETF SHS	922908363
VTI	VANGUARD INDEX FDS	41,424	$7.055M	8.6%	$170.31	$156.83	—	TOTAL STK MKT	922908769
XLP	SELECT SECTOR SPDR TR	109,102	$6.993M	8.5%	$64.10	$58.79	—	SBI CONS STPLS	81369Y308
XLV	SELECT SECTOR SPDR TR	60,842	$6.418M	7.8%	$105.49	$100.26	—	SBI HEALTHCARE	81369Y209
XLC	SELECT SECTOR SPDR TR	91,256	$5.421M	6.6%	$59.40	$54.18	—	COMMUNICATION	81369Y852
GXC	SPDR INDEX SHS FDS	33,149	$3.939M	4.8%	$118.83	$104.91	—	S&P CHINA ETF	78463X400
GDX	VANECK VECTORS ETF TR	63,107	$2.471M	3.0%	$39.16	$36.71	—	GOLD MINERS ETF	92189F106
DLR	DIGITAL RLTY TR INC	15,499	$2.275M	2.8%	$146.78 *	$116.55	+6.5%	COM	253868103
ABT	ABBOTT LABS	20,316	$2.211M	2.7%	$108.83 *	$81.94	+12.7%	COM	002824100
—	ISHARES GOLD TRUST	117,099	$2.107M	2.6%	$17.99	$17.06	—	ISHARES	464285105
XLU	SELECT SECTOR SPDR TR	28,575	$1.697M	2.1%	$59.39	$56.81	—	SBI INT-UTILS	81369Y886
ZM	ZOOM VIDEO COMMUNICATIONS IN	3,276	$1.54M	1.9%	$470.09 *	$319.79	0.0%	CL A	98980L101
—	EASTERLY GOVT PPTYS INC	64,347	$1.442M	1.8%	$22.41	$23.08	—	COM	27616P103
MRK	MERCK & CO. INC	16,109	$1.336M	1.6%	$82.94 *	$39.10	+68.6%	COM	58933Y105
BMY	BRISTOL-MYERS SQUIBB CO	21,261	$1.282M	1.6%	$60.30 *	$38.72	+25.5%	COM	110122108
ABBV	ABBVIE INC	14,099	$1.235M	1.5%	$87.59 *	$70.50	+8.2%	COM	00287Y109
AMGN	AMGEN INC	4,587	$1.166M	1.4%	$254.20 *	$81.31	+157.7%	COM	031162100
GLOF	ISHARES TR	37,574	$1.116M	1.4%	$29.70	$28.33	—	MSCI GBL MULTIFC	46434V316
DG	DOLLAR GEN CORP NEW	5,114	$1.072M	1.3%	$209.62 *	$182.06	0.0%	COM	256677105
BABA	ALIBABA GROUP HLDG LTD	3,615	$1.063M	1.3%	$294.05	$294.05	—	SPONSORED ADS	01609W102
—	BERRY GLOBAL GROUP INC	20,456	$988K	1.2%	$48.30	$48.30	—	COM	08579W103
VEEV	VEEVA SYS INC	3,260	$917K	1.1%	$281.29 *	$263.54	0.0%	CL A COM	922475108
T	AT&T INC	31,683	$903K	1.1%	$28.50 *	$14.15	+9.9%	COM	00206R102
IBM	INTERNATIONAL BUSINESS MACHS	6,942	$845K	1.0%	$121.72 *	$89.55	+4.8%	COM	459200101
CMA	COMERICA INC	21,897	$838K	1.0%	$38.27 *	$38.16	-22.0%	COM	200340107
PFE	PFIZER INC	21,549	$791K	1.0%	$36.71 *	$21.53	+25.9%	COM	717081103
ISRG	INTUITIVE SURGICAL INC	1,048	$744K	0.9%	$709.92 *	$224.54	0.0%	COM NEW	46120E602
AVGO	BROADCOM INC	1,933	$704K	0.9%	$364.20 *	$24.52	+20.9%	COM	11135F101
—	WALGREENS BOOTS ALLIANCE INC	19,554	$702K	0.9%	$35.90	$53.98	—	COM	931427108
META	FACEBOOK INC	2,578	$675K	0.8%	$261.83 *	$207.33	+23.5%	CL A	30303M102
VZ	VERIZON COMMUNICATIONS INC	11,278	$671K	0.8%	$59.50 *	$40.75	+4.5%	COM	92343V104
CMCSA	COMCAST CORP NEW	14,427	$667K	0.8%	$46.23 *	$32.76	+14.8%	CL A	20030N101
WMT	WALMART INC	4,566	$639K	0.8%	$139.95 *	$38.07	+8.5%	COM	931142103
ODFL	OLD DOMINION FREIGHT LINE IN	3,507	$634K	0.8%	$180.78 *	$73.97	+23.7%	COM	679580100
AMZN	AMAZON COM INC	196	$617K	0.7%	$3147.96 *	$79.94	+97.2%	COM	023135106
AAPL	APPLE INC	4,256	$493K	0.6%	$115.84 *	$97.95	+8.2%	COM	037833100
AOR	ISHARES TR	10,054	$487K	0.6%	$48.44	$46.36	—	GRWT ALLOCAT ETF	464289867
HD	HOME DEPOT INC	1,716	$476K	0.6%	$277.39 *	$82.36	+188.6%	COM	437076102
MSFT	MICROSOFT CORP	1,992	$419K	0.5%	$210.34 *	$139.66	+43.7%	COM	594918104
—	INVESCO ACTIVELY MANAGED ETF	27,777	$359K	0.4%	$12.92	$12.63	—	CNSRTV MLT AST	46090A309
ZBH	ZIMMER BIOMET HOLDINGS INC	2,527	$344K	0.4%	$136.13 *	$91.40	+36.7%	COM	98956P102
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$320K	0.4%	$320000.00 *	$318723.75	-3.7%	CL A	084670108
EQIX	EQUINIX INC	376	$286K	0.3%	$760.64 *	$683.55	0.0%	COM	29444U700
AMT	AMERICAN TOWER CORP NEW	1,147	$277K	0.3%	$241.50 *	$216.72	0.0%	COM	03027X100
VCIT	VANGUARD SCOTTSDALE FDS	2,190	$210K	0.3%	$95.89	$95.89	—	INT-TERM CORP	92206C870