Gerber Kawasaki Wealth & Investment Management Diversified Active

CIK: 0001666736 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $721,789 (100.0% shares, 0.0% debt)

Holdings (184)

TSLA TESLA INC 13.8%
Value ($000) $99,607 Shares 141,152 Est. Cost $96.37 Unrealized +77.1%
AAPL APPLE INC 6.1%
Value ($000) $44,373 Shares 334,414 Est. Cost $89.72 Unrealized +30.4%
XLK SECTOR TECHNOLOGY 4.6%
Value ($000) $33,322 Shares 256,284 Est. Cost $63.99 Unrealized
SCHD SCHWAB US 3.5%
Value ($000) $25,252 Shares 393,707 Est. Cost $64.14 Unrealized
USMV ISHARES MSCI 3.2%
Value ($000) $22,752 Shares 335,181 Est. Cost $58.69 Unrealized
IHI ISHARES U S 3.0%
Value ($000) $21,478 Shares 65,622 Est. Cost $327.30 Unrealized
DIS WALT DISNEY 3.0%
Value ($000) $21,307 Shares 117,601 Est. Cost $102.02 Unrealized +37.5%
XLV SECTOR HEALTHCARE 2.8%
Value ($000) $20,417 Shares 179,988 Est. Cost $95.35 Unrealized
AMZN AMAZON COM 2.6%
Value ($000) $18,885 Shares 5,798 Est. Cost $89.33 Unrealized +78.6%
NVDA NVIDIA CORP 2.5%
Value ($000) $18,259 Shares 34,965 Est. Cost $2.66 Unrealized +402.6%
MSFT MICROSOFT CORP 2.4%
Value ($000) $17,335 Shares 77,940 Est. Cost $115.58 Unrealized +78.3%
MGM MGM RESORTS 2.2%
Value ($000) $15,868 Shares 503,614 Est. Cost $17.60 Unrealized +46.1%
LIT GLOBAL X 2.1%
Value ($000) $15,514 Shares 250,671 Est. Cost $61.35 Unrealized
ITB ISHARES U S 2.0%
Value ($000) $14,225 Shares 254,931 Est. Cost $55.80 Unrealized
QQQ INVESCO QQQ 1.8%
Value ($000) $13,319 Shares 42,454 Est. Cost $313.73 Unrealized
IBB ISHARES NASDAQ 1.8%
Value ($000) $13,035 Shares 86,049 Est. Cost $151.48 Unrealized
GOOG ALPHABET INC 1.7%
Value ($000) $12,382 Shares 7,068 Est. Cost $51.26 Unrealized +63.4%
TAN INVESCO SOLAR 1.7%
Value ($000) $12,287 Shares 119,572 Est. Cost $58.62 Unrealized
XLC SELECT SECTOR 1.7%
Value ($000) $11,923 Shares 176,695 Est. Cost $47.80 Unrealized
ACTIVISION BLIZZARD 1.6%
Value ($000) $11,418 Shares 122,977 Est. Cost $54.64 Unrealized
NEE NEXTERA ENERGY 1.4%
Value ($000) $10,382 Shares 134,571 Est. Cost $58.39 Unrealized +12.4%
ISHARES GOLD 1.4%
Value ($000) $9,913 Shares 546,777 Est. Cost $15.50 Unrealized
GLD SPDR GOLD 1.3%
Value ($000) $9,669 Shares 54,213 Est. Cost $158.42 Unrealized
HD HOME DEPOT 1.3%
Value ($000) $9,648 Shares 36,326 Est. Cost $145.09 Unrealized +67.1%
XBI SPDR SERIES 1.2%
Value ($000) $8,927 Shares 63,413 Est. Cost $94.36 Unrealized
ARKK ARK INNOVATION 1.2%
Value ($000) $8,727 Shares 70,106 Est. Cost $105.05 Unrealized
MGM GROWTH 1.2%
Value ($000) $8,668 Shares 276,947 Est. Cost $28.39 Unrealized
IIPR INNOVATIVE INDUSTRIAL 1.1%
Value ($000) $7,908 Shares 43,185 Est. Cost $103.20 Unrealized
CCI CROWN CASTLE 1.1%
Value ($000) $7,874 Shares 49,467 Est. Cost $85.66 Unrealized +49.2%
NFLX NETFLIX INC 1.0%
Value ($000) $7,521 Shares 13,909 Est. Cost $16.38 Unrealized +209.6%
XLY CONSUMER DISCRETIONARY 1.0%
Value ($000) $6,912 Shares 42,992 Est. Cost $89.51 Unrealized
EA ELECTRONIC ARTS 0.9%
Value ($000) $6,195 Shares 43,143 Est. Cost $99.09 Unrealized +26.6%
JPST JPMORGAN 0.7%
Value ($000) $5,392 Shares 106,180 Est. Cost $50.64 Unrealized
PWZ INVESCO CALIFORNIA 0.7%
Value ($000) $5,049 Shares 180,335 Est. Cost $28.00 Unrealized
CALY CALLAWAY GOLF 0.7%
Value ($000) $4,706 Shares 196,030 Est. Cost $20.40 Unrealized 0.0%
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,424 Shares 41,355 Est. Cost $63.82 Unrealized +33.4%
IEMG ISHARES CORE 0.6%
Value ($000) $4,389 Shares 70,745 Est. Cost $51.95 Unrealized
NUVEEN PFD 0.5%
Value ($000) $3,769 Shares 396,806 Est. Cost $8.18 Unrealized
TTWO TAKE-TWO INTERACTIVE 0.5%
Value ($000) $3,492 Shares 16,810 Est. Cost $150.24 Unrealized +16.4%
PTON PELOTON INTERACTIVE 0.5%
Value ($000) $3,420 Shares 22,545 Est. Cost $84.36 Unrealized +44.4%
NUVEEN CORP 0.5%
Value ($000) $3,298 Shares 358,566 Est. Cost $9.42 Unrealized
SHOP SHOPIFY INC 0.4%
Value ($000) $3,121 Shares 2,758 Est. Cost $51.74 Unrealized +102.9%
CRWD CROWDSTRIKE HOLDINGS 0.4%
Value ($000) $3,108 Shares 14,677 Est. Cost $65.27 Unrealized +138.8%
QCOM QUALCOMM INC 0.4%
Value ($000) $3,069 Shares 20,148 Est. Cost $57.44 Unrealized +117.1%
META FACEBOOK INC 0.4%
Value ($000) $3,043 Shares 11,141 Est. Cost $115.37 Unrealized +136.0%
AXON AXON ENTERPRISE 0.4%
Value ($000) $2,921 Shares 23,842 Est. Cost $105.97 Unrealized +8.2%
MELI MERCADOLIBRE INC 0.4%
Value ($000) $2,903 Shares 1,733 Est. Cost $1237.58 Unrealized +13.9%
ZTS ZOETIS INC 0.4%
Value ($000) $2,752 Shares 16,632 Est. Cost $105.43 Unrealized +47.4%
IVV ISHARES CORE 0.4%
Value ($000) $2,736 Shares 7,291 Est. Cost $375.26 Unrealized
PLD PROLOGIS INC 0.4%
Value ($000) $2,669 Shares 26,786 Est. Cost $62.99 Unrealized +38.8%
FLGT FULGENT GENETICS 0.4%
Value ($000) $2,640 Shares 50,676 Est. Cost $41.79 Unrealized 0.0%
SPY SPDR S&P 0.4%
Value ($000) $2,532 Shares 6,773 Est. Cost $302.50 Unrealized
SOXX ISHARES PHLX 0.3%
Value ($000) $2,504 Shares 6,605 Est. Cost $379.11 Unrealized
ULST SPDR SSGA 0.3%
Value ($000) $2,491 Shares 61,622 Est. Cost $39.62 Unrealized
NUVEEN CA 0.3%
Value ($000) $2,350 Shares 155,035 Est. Cost $14.58 Unrealized
LUV SOUTHWEST AIRLINES 0.3%
Value ($000) $2,344 Shares 50,298 Est. Cost $29.68 Unrealized +35.8%
NKE NIKE INC 0.3%
Value ($000) $2,303 Shares 16,281 Est. Cost $78.06 Unrealized +57.8%
NOC NORTHROP GRUMMAN 0.3%
Value ($000) $2,218 Shares 7,280 Est. Cost $159.99 Unrealized +75.6%
ADBE ADOBE INC 0.3%
Value ($000) $2,185 Shares 4,370 Est. Cost $257.86 Unrealized +87.4%
NEAR BLACKROCK SHORT 0.3%
Value ($000) $2,156 Shares 42,976 Est. Cost $49.99 Unrealized
CHWY CHEWY INC 0.3%
Value ($000) $1,978 Shares 22,012 Est. Cost $52.57 Unrealized +38.7%
IGV ISHARES EXPANDED 0.3%
Value ($000) $1,975 Shares 5,578 Est. Cost $354.07 Unrealized
ZM ZOOM VIDEO 0.3%
Value ($000) $1,917 Shares 5,684 Est. Cost $200.70 Unrealized +122.1%
SPGM SPDR MSCI 0.3%
Value ($000) $1,850 Shares 37,985 Est. Cost $46.68 Unrealized
BX BLACKSTONE GROUP 0.2%
Value ($000) $1,744 Shares 26,909 Est. Cost $40.80 Unrealized +19.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,696 Shares 968 Est. Cost $49.73 Unrealized +67.9%
ARKF ARK FINTECH 0.2%
Value ($000) $1,511 Shares 30,399 Est. Cost $49.71 Unrealized
NUVEEN TXBL 0.2%
Value ($000) $1,511 Shares 63,635 Est. Cost $22.16 Unrealized
MINT PIMCO EHNANCED 0.2%
Value ($000) $1,478 Shares 14,493 Est. Cost $101.18 Unrealized
TMO THERMO FISHER 0.2%
Value ($000) $1,407 Shares 3,021 Est. Cost $335.63 Unrealized +37.8%
IYF ISHARES U S 0.2%
Value ($000) $1,349 Shares 20,212 Est. Cost $66.74 Unrealized
TWLO TWILIO INC 0.2%
Value ($000) $1,334 Shares 3,942 Est. Cost $312.48 Unrealized 0.0%
U UNITY SOFTWARE 0.2%
Value ($000) $1,306 Shares 8,511 Est. Cost $99.44 Unrealized +22.2%
FRCB FIRST REPUBLIC 0.2%
Value ($000) $1,218 Shares 8,293 Est. Cost $75.27 Unrealized +70.5%
LMT LOCKHEED MARTIN 0.1%
Value ($000) $1,067 Shares 3,007 Est. Cost $172.04 Unrealized +85.4%
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $1,007 Shares 4,300 Est. Cost $182.75 Unrealized +13.1%
VDC VANGUARD CONSUMER 0.1%
Value ($000) $995 Shares 5,725 Est. Cost $139.85 Unrealized
XLF SECTOR FINANCIAL 0.1%
Value ($000) $928 Shares 31,507 Est. Cost $26.30 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $869 Shares 17,449 Est. Cost $32.62 Unrealized +35.0%
PFE PFIZER INC 0.1%
Value ($000) $847 Shares 23,024 Est. Cost $21.45 Unrealized +33.5%
BRK/B BERKSHIRE HATHAWAY 0.1%
Value ($000) $837 Shares 3,611 Est. Cost $163.68 Unrealized +34.5%
KTOS KRATOS DEFENSE 0.1%
Value ($000) $826 Shares 30,122 Est. Cost $12.33 Unrealized +77.6%
TGT TARGET CORP 0.1%
Value ($000) $822 Shares 4,658 Est. Cost $107.76 Unrealized +34.4%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $798 Shares 13,597 Est. Cost $40.40 Unrealized +8.9%
JPM JPMORGAN CHASE 0.1%
Value ($000) $797 Shares 6,278 Est. Cost $91.42 Unrealized +7.4%
SHW SHERWIN WILLIAMS 0.1%
Value ($000) $785 Shares 1,069 Est. Cost $172.09 Unrealized +31.7%
MRNA MODERNA INC 0.1%
Value ($000) $775 Shares 7,420 Est. Cost $23.01 Unrealized +339.7%
SPAB SPDR PORTFOLIO 0.1%
Value ($000) $774 Shares 25,149 Est. Cost $30.76 Unrealized
IWO ISHARES RUSSELL 0.1%
Value ($000) $755 Shares 2,635 Est. Cost $286.53 Unrealized
VTI VANGUARD TOTAL 0.1%
Value ($000) $738 Shares 3,793 Est. Cost $194.57 Unrealized
PANW PALO ALTO 0.1%
Value ($000) $733 Shares 2,063 Est. Cost $36.01 Unrealized +29.7%
TESLA INC 0.1%
Value ($000) $701 Shares 65,000 Est. Cost $1.70 Unrealized
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $696 Shares 4,930 Est. Cost $141.18 Unrealized
VUG VANGUARD GROWTH 0.1%
Value ($000) $694 Shares 2,742 Est. Cost $253.10 Unrealized
VOO VANGUARD S&P 0.1%
Value ($000) $688 Shares 2,004 Est. Cost $343.31 Unrealized
AGG ISHARES CORE 0.1%
Value ($000) $683 Shares 5,782 Est. Cost $118.13 Unrealized
LOGI LOGITECH INTL 0.1%
Value ($000) $677 Shares 6,967 Est. Cost $70.38 Unrealized +13.5%
LYFT LYFT INC 0.1%
Value ($000) $673 Shares 13,700 Est. Cost $39.72 Unrealized -8.4%
AVGO BROADCOM INC 0.1%
Value ($000) $663 Shares 1,516 Est. Cost $31.48 Unrealized +10.6%
V VISA INC 0.1%
Value ($000) $635 Shares 2,907 Est. Cost $132.23 Unrealized +49.1%
ITA ISHARES AEROSPACE 0.1%
Value ($000) $630 Shares 6,653 Est. Cost $94.69 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $628 Shares 2,825 Est. Cost $157.02 Unrealized +43.1%
PGNY PROGYNY INC 0.1%
Value ($000) $621 Shares 14,652 Est. Cost $32.53 Unrealized 0.0%
XYZ SQUARE INC 0.1%
Value ($000) $617 Shares 2,835 Est. Cost $195.07 Unrealized 0.0%
ARKG ARK GENOMIC 0.1%
Value ($000) $608 Shares 6,524 Est. Cost $93.19 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $606 Shares 2,639 Est. Cost $160.33 Unrealized +22.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $590 Shares 3,753 Est. Cost $106.47 Unrealized +19.8%
SBAC SBA COMMUNICATIONS 0.1%
Value ($000) $556 Shares 1,972 Est. Cost $107.23 Unrealized +155.0%
PG PROCTER & GAMBLE 0.1%
Value ($000) $537 Shares 3,861 Est. Cost $71.69 Unrealized +71.8%
IJR ISHARES CORE 0.1%
Value ($000) $533 Shares 5,801 Est. Cost $91.88 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $527 Shares 3,213 Est. Cost $105.27 Unrealized +27.9%
ILMN ILLUMINA INC 0.1%
Value ($000) $517 Shares 1,398 Est. Cost $312.85 Unrealized +1.9%
WMT WALMART INC 0.1%
Value ($000) $495 Shares 3,439 Est. Cost $41.78 Unrealized +8.3%
BABA ALIBABA GROUP 0.1%
Value ($000) $495 Shares 2,130 Est. Cost $258.21 Unrealized
OPEN OPENDOOR TECHNOLOGIES 0.1%
Value ($000) $493 Shares 21,709 Est. Cost $21.67 Unrealized 0.0%
NUVEEN CORP 0.1%
Value ($000) $486 Shares 50,750 Est. Cost $9.49 Unrealized
HERO GLOBAL X 0.1%
Value ($000) $456 Shares 14,712 Est. Cost $28.71 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $447 Shares 895 Est. Cost $178.51 Unrealized +150.7%
BOTZ GLOBAL X 0.1%
Value ($000) $445 Shares 13,460 Est. Cost $33.06 Unrealized
TESLA INC 0.1%
Value ($000) $421 Shares 37,000 Est. Cost $1.82 Unrealized
GM GENERAL MOTORS 0.1%
Value ($000) $416 Shares 10,000 Est. Cost $37.51 Unrealized 0.0%
MMM 3M COMPANY 0.1%
Value ($000) $407 Shares 2,333 Est. Cost $99.48 Unrealized +18.1%
COST COSTCO WHOLESALE 0.1%
Value ($000) $403 Shares 1,070 Est. Cost $247.50 Unrealized +40.4%
CRM SALESFORCE.COM INC 0.1%
Value ($000) $392 Shares 1,764 Est. Cost $240.26 Unrealized 0.0%
TWITTER INC 0.1%
Value ($000) $392 Shares 7,247 Est. Cost $24.55 Unrealized
SPTS SPDR PORTFOLIO 0.1%
Value ($000) $387 Shares 12,605 Est. Cost $30.70 Unrealized
DLR DIGITAL REALTY 0.1%
Value ($000) $371 Shares 2,660 Est. Cost $119.11 Unrealized +0.3%
ORCL ORACLE CORP 0.1%
Value ($000) $368 Shares 5,700 Est. Cost $42.18 Unrealized +31.6%
BLACKROCK CORP 0.1%
Value ($000) $362 Shares 31,750 Est. Cost $10.16 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $357 Shares 2,120 Est. Cost $136.91 Unrealized 0.0%
UBER UBER TECHNOLOGIES 0.0%
Value ($000) $344 Shares 6,759 Est. Cost $44.81 Unrealized 0.0%
AMT AMERICAN TOWER 0.0%
Value ($000) $336 Shares 1,501 Est. Cost $154.10 Unrealized +29.6%
ETFMG ALTERNATIVE 0.0%
Value ($000) $329 Shares 22,955 Est. Cost $25.35 Unrealized
PBE INVESCO DYNAMIC 0.0%
Value ($000) $328 Shares 4,680 Est. Cost $55.50 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $325 Shares 398 Est. Cost $182.35 Unrealized +36.2%
PFF ISHARES U S 0.0%
Value ($000) $320 Shares 8,330 Est. Cost $38.42 Unrealized
SEDG SOLAREDGE TECHNOLOGIES 0.0%
Value ($000) $311 Shares 975 Est. Cost $276.37 Unrealized 0.0%
RSP INVESCO S&P 0.0%
Value ($000) $311 Shares 2,440 Est. Cost $105.26 Unrealized
MUB ISHARES NATIONAL 0.0%
Value ($000) $305 Shares 2,610 Est. Cost $116.86 Unrealized
IWM ISHARES RUSSELL 0.0%
Value ($000) $303 Shares 1,547 Est. Cost $195.86 Unrealized
MARVELL TECHNOLOGY 0.0%
Value ($000) $291 Shares 6,133 Est. Cost $47.45 Unrealized
MRK MERCK & COMPANY 0.0%
Value ($000) $286 Shares 3,505 Est. Cost $66.58 Unrealized -2.6%
VO VANGUARD MID 0.0%
Value ($000) $282 Shares 1,367 Est. Cost $206.29 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $270 Shares 1,262 Est. Cost $192.22 Unrealized 0.0%
MO ALTRIA GROUP 0.0%
Value ($000) $262 Shares 6,405 Est. Cost $27.16 Unrealized -1.7%
IJH ISHARES CORE 0.0%
Value ($000) $261 Shares 1,137 Est. Cost $229.55 Unrealized
MGM MGM RESORTS INTL 0.0%
Value ($000) $259 Shares 154 Est. Cost $17.60 Unrealized +46.1%
SCHB SCHWAB US 0.0%
Value ($000) $254 Shares 2,799 Est. Cost $90.75 Unrealized
LGLV SPDR SSGA 0.0%
Value ($000) $253 Shares 2,114 Est. Cost $119.68 Unrealized
SUSA ISHARES MSCI 0.0%
Value ($000) $251 Shares 3,048 Est. Cost $82.35 Unrealized
ULTA ULTA BEAUTY 0.0%
Value ($000) $250 Shares 874 Est. Cost $262.07 Unrealized -3.5%
IVW ISHARES S&P 0.0%
Value ($000) $250 Shares 3,925 Est. Cost $63.69 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $246 Shares 1,108 Est. Cost $196.00 Unrealized 0.0%
SPGI S&P GLOBAL 0.0%
Value ($000) $240 Shares 731 Est. Cost $323.21 Unrealized 0.0%
IRWD IRONWOOD PHARMACEUTICALS 0.0%
Value ($000) $238 Shares 20,972 Est. Cost $10.09 Unrealized +8.4%
VTV VANGUARD VALUE 0.0%
Value ($000) $238 Shares 2,001 Est. Cost $118.94 Unrealized
AMSC AMERICAN SUPERCONDUCTOR 0.0%
Value ($000) $237 Shares 10,150 Est. Cost $17.73 Unrealized 0.0%
CQQQ INVESCO CHINA 0.0%
Value ($000) $237 Shares 2,887 Est. Cost $82.09 Unrealized
XLP SECTOR CONSUMER 0.0%
Value ($000) $232 Shares 3,447 Est. Cost $53.85 Unrealized
CRON CRONOS GROUP 0.0%
Value ($000) $228 Shares 32,970 Est. Cost $7.80 Unrealized -11.8%
CZR CAESARS ENTERTAINMENT 0.0%
Value ($000) $225 Shares 3,041 Est. Cost $62.71 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $222 Shares 707 Est. Cost $171.44 Unrealized +64.6%
DBX DROPBOX INC 0.0%
Value ($000) $222 Shares 10,025 Est. Cost $23.28 Unrealized -12.5%
EL ESTEE LAUDER 0.0%
Value ($000) $220 Shares 827 Est. Cost $223.63 Unrealized 0.0%
JNK SPDR BLOOMBERG 0.0%
Value ($000) $220 Shares 2,022 Est. Cost $108.80 Unrealized
ESGU ISHARES ESG 0.0%
Value ($000) $220 Shares 2,558 Est. Cost $86.00 Unrealized
JBHT HUNT JB 0.0%
Value ($000) $213 Shares 1,566 Est. Cost $126.49 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $210 Shares 599 Est. Cost $281.21 Unrealized +9.6%
VT VANGUARD TOTAL 0.0%
Value ($000) $208 Shares 2,250 Est. Cost $92.44 Unrealized
SPYV SPDR PORTFOLIO 0.0%
Value ($000) $204 Shares 5,944 Est. Cost $34.32 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $200 Shares 365 Est. Cost $103.99 Unrealized 0.0%
D DOMINION ENERGY 0.0%
Value ($000) $200 Shares 2,662 Est. Cost $62.65 Unrealized +1.2%
XIFR NEXTERA ENERGY 0.0%
Value ($000) $107 Shares 1,600 Est. Cost $50.28 Unrealized +28.2%
NEW HOME 0.0%
Value ($000) $71 Shares 15,300 Est. Cost $1.35 Unrealized
FLGT FULGENT GENETICS 0.0%
Value ($000) $55 Shares 41 Est. Cost $41.79 Unrealized 0.0%
COLONY CAPITAL 0.0%
Value ($000) $48 Shares 10,000 Est. Cost $4.80 Unrealized
CALY CALLAWAY GOLF 0.0%
Value ($000) $25 Shares 42 Est. Cost $20.40 Unrealized 0.0%
BX BLACKSTONE GROUP 0.0%
Value ($000) $22 Shares 20 Est. Cost $40.80 Unrealized +19.7%
WMT WALMART INC 0.0%
Value ($000) $18 Shares 20 Est. Cost $41.78 Unrealized +8.3%
TUTOR PERINI 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized
PTON PELOTON INTERACTIVE 0.0%
Value ($000) $5 Shares 1 Est. Cost $84.36 Unrealized +44.4%
XYZ SQUARE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $195.07 Unrealized 0.0%
CRON CRONOS GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.80 Unrealized -11.8%
OPEN OPENDOOR TECHNOLOGIES 0.0%
Value ($000) $0 Shares 1 Est. Cost $21.67 Unrealized 0.0%