Location: Los Altos, CA
CIK: 0001630365 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 14, 2026
Total Value: $363M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 89,665 | $25.95M | 7.1% | — | — | COM | 037833100 |
| GOOGL | ALPHABET INC | 41,959 | $14.99M | 4.1% | — | — | CAP STK CL A | 02079K305 |
| META | META PLATFORMS INC | 25,024 | $14.1M | 3.9% | — | — | CL A | 30303M102 |
| GOOG | ALPHABET INC | 38,527 | $13.61M | 3.7% | — | — | CAP STK CL C | 02079K107 |
| MSFT | MICROSOFT CORP | 27,896 | $10.41M | 2.9% | — | — | COM | 594918104 |
| QCOM | QUALCOMM INC | 55,840 | $10.32M | 2.8% | — | — | COM | 747525103 |
| VRTX | VERTEX PHARMACEUTICALS INC | 19,931 | $9.9M | 2.7% | — | — | COM | 92532F100 |
| NTAP | NETAPP INC | 55,037 | $8.517M | 2.3% | — | — | COM | 64110D104 |
| GILD | GILEAD SCIENCES INC | 61,319 | $7.747M | 2.1% | — | — | COM | 375558103 |
| CSCO | CISCO SYS INC | 65,557 | $7.7M | 2.1% | — | — | COM | 17275R102 |
| CHRW | C H ROBINSON WORLDWIDE IN | 40,129 | $7.558M | 2.1% | — | — | COM NEW | 12541W209 |
| INCY | INCYTE CORP | 65,133 | $7.383M | 2.0% | — | — | COM | 45337C102 |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 212,978 | $7.216M | 2.0% | — | — | SPONSORED ADS | 881624209 |
| UNH | UNITEDHEALTH GROUP INC | 15,160 | $6.301M | 1.7% | — | — | COM | 91324P102 |
| EXPD | EXPEDITORS INTL WASH INC | 37,106 | $6.047M | 1.7% | — | — | COM | 302130109 |
| REGN | REGENERON PHARMACEUTICALS | 9,491 | $5.918M | 1.6% | — | — | COM | 75886F107 |
| TROW | PRICE T ROWE GROUP INC | 48,258 | $5.486M | 1.5% | — | — | COM | 74144T108 |
| WMT | WALMART INC | 45,895 | $5.198M | 1.4% | — | — | COM | 931142103 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 10,378 | $5.193M | 1.4% | — | — | CL B NEW | 084670702 |
| AZN | ASTRAZENECA PLC | 27,221 | $5.16M | 1.4% | — | — | ORD | G0593M107 |
| IBM | INTERNATIONAL BUSINESS MACHS | 17,733 | $4.987M | 1.4% | — | — | COM | 459200101 |
| AMGN | AMGEN INC | 12,935 | $4.684M | 1.3% | — | — | COM | 031162100 |
| EEFT | EURONET WORLDWIDE INC | 61,636 | $4.511M | 1.2% | — | — | COM | 298736109 |
| GMAB | GENMAB A/S | 160,910 | $4.42M | 1.2% | — | — | SPONSORED ADS | 372303206 |
| CTAS | CINTAS CORP | 24,933 | $4.241M | 1.2% | — | — | COM | 172908105 |
| INTC | INTEL CORP | 28,942 | $4.041M | 1.1% | — | — | COM | 458140100 |
| NVDA | NVIDIA CORPORATION | 20,113 | $4.024M | 1.1% | — | — | COM | 67066G104 |
| ABBV | ABBVIE INC | 15,376 | $3.869M | 1.1% | — | — | COM | 00287Y109 |
| JNJ | JOHNSON & JOHNSON | 13,954 | $3.544M | 1.0% | — | — | COM | 478160104 |
| ZTS | ZOETIS INC | 49,190 | $3.535M | 1.0% | — | — | CL A | 98978V103 |
| VOE | VANGUARD INDEX FDS | 17,107 | $3.38M | 0.9% | — | — | MCAP VL IDXVIP | 922908512 |
| NICE | NICE LTD | 36,180 | $3.287M | 0.9% | — | — | SPONSORED ADR | 653656108 |
| MRK | MERCK & CO INC | 25,475 | $3.274M | 0.9% | — | — | COM | 58933Y105 |
| PRLB | PROTO LABS INC | 38,728 | $3.157M | 0.9% | — | — | COM | 743713109 |
| ADBE | ADOBE INC | 15,350 | $3.147M | 0.9% | — | — | COM | 00724F101 |
| ADI | ANALOG DEVICES INC | 7,832 | $3.111M | 0.9% | — | — | COM | 032654105 |
| GSK | GSK PLC | 59,214 | $3.104M | 0.9% | — | — | SPONSORED ADR | 37733W204 |
| INFY | INFOSYS LTD | 293,869 | $3.083M | 0.8% | — | — | SPONSORED ADR | 456788108 |
| BMY | BRISTOL-MYERS SQUIBB CO | 52,522 | $3.026M | 0.8% | — | — | COM | 110122108 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 23,024 | $3.026M | 0.8% | — | — | ORD | M22465104 |
| KLAC | KLA CORP | 9,810 | $2.96M | 0.8% | — | — | COM NEW | 482480100 |
| VTV | VANGUARD INDEX FDS | 13,484 | $2.938M | 0.8% | — | — | VALUE ETF | 922908744 |
| SYK | STRYKER CORPORATION | 9,033 | $2.844M | 0.8% | — | — | COM | 863667101 |
| URBN | URBAN OUTFITTERS INC | 39,339 | $2.788M | 0.8% | — | — | COM | 917047102 |
| VIG | VANGUARD SPECIALIZED FUNDS | 11,485 | $2.718M | 0.7% | — | — | DIV APP ETF | 921908844 |
| VYM | VANGUARD WHITEHALL FDS | 16,824 | $2.659M | 0.7% | — | — | HIGH DIV YLD | 921946406 |
| CI | THE CIGNA GROUP | 9,244 | $2.548M | 0.7% | — | — | COM | 125523100 |
| TDY | TELEDYNE TECHNOLOGIES INC | 3,819 | $2.547M | 0.7% | — | — | COM | 879360105 |
| LOW | LOWES COS INC | 11,305 | $2.493M | 0.7% | — | — | COM | 548661107 |
| BEN | FRANKLIN RESOURCES INC | 74,493 | $2.478M | 0.7% | — | — | COM | 354613101 |
| ITW | ILLINOIS TOOL WKS INC | 8,906 | $2.409M | 0.7% | — | — | COM | 452308109 |
| JKHY | HENRY JACK & ASSOC INC | 17,350 | $2.39M | 0.7% | — | — | COM | 426281101 |
| VHT | VANGUARD WORLD FD | 7,797 | $2.331M | 0.6% | — | — | HEALTH CAR ETF | 92204A504 |
| PYPL | PAYPAL HLDGS INC | 53,282 | $2.301M | 0.6% | — | — | COM | 70450Y103 |
| MRVL | MARVELL TECHNOLOGY INC | 7,181 | $2.139M | 0.6% | — | — | COM | 573874104 |
| NVS | NOVARTIS AG | 13,284 | $2.082M | 0.6% | — | — | SPONSORED ADR | 66987V109 |
| EMR | EMERSON ELEC CO | 14,286 | $2.045M | 0.6% | — | — | COM | 291011104 |
| FDS | FACTSET RESH SYS INC | 8,780 | $2.02M | 0.6% | — | — | COM | 303075105 |
| KO | COCA COLA CO | 24,422 | $1.985M | 0.5% | — | — | COM | 191216100 |
| ORCL | ORACLE CORP | 12,963 | $1.9M | 0.5% | — | — | COM | 68389X105 |
| SBUX | STARBUCKS CORP | 17,948 | $1.834M | 0.5% | — | — | COM | 855244109 |
| XOM | EXXON MOBIL CORP | 12,887 | $1.762M | 0.5% | — | — | COM | 30231G102 |
| PEP | PEPSICO INC | 12,915 | $1.749M | 0.5% | — | — | COM | 713448108 |
| EPAM | EPAM SYS INC | 21,130 | $1.677M | 0.5% | — | — | COM | 29414B104 |
| DLB | DOLBY LABORATORIES INC | 31,486 | $1.656M | 0.5% | — | — | COM CL A | 25659T107 |
| HD | HOME DEPOT INC | 4,250 | $1.499M | 0.4% | — | — | COM | 437076102 |
| NFLX | NETFLIX INC. | 20,855 | $1.489M | 0.4% | — | — | COM | 64110L106 |
| ABT | ABBOTT LABORATORIES | 16,376 | $1.486M | 0.4% | — | — | COM | 002824100 |
| AMZN | AMAZON COM INC | 6,005 | $1.431M | 0.4% | — | — | COM | 023135106 |
| MDT | MEDTRONIC PLC | 17,735 | $1.387M | 0.4% | — | — | SHS | G5960L103 |
| PRF | INVESCO EXCHANGE TRADED FD T | 25,000 | $1.351M | 0.4% | — | — | RAFI US 1000 ETF | 46137V613 |
| AMAT | APPLIED MATLS INC | 1,808 | $1.307M | 0.4% | — | — | COM | 038222105 |
| TSLA | TESLA INC | 2,865 | $1.205M | 0.3% | — | — | COM | 88160R101 |
| — | S&P GLOBAL INC | 2,932 | $1.194M | 0.3% | — | — | COM SHS | 78409V112 |
| VUG | VANGUARD INDEX FDS | 12,251 | $1.055M | 0.3% | — | — | GROWTH ETF | 922908736 |
| JPM | JPMORGAN CHASE & CO | 3,143 | $1.029M | 0.3% | — | — | COM | 46625H100 |
| EBAY | EBAY INC. | 8,741 | $977K | 0.3% | — | — | COM | 278642103 |
| VEU | VANGUARD INTL EQUITY INDEX F | 11,008 | $922K | 0.3% | — | — | ALLWRLD EX US | 922042775 |
| DOX | AMDOCS LTD | 18,003 | $910K | 0.3% | — | — | SHS | G02602103 |
| WFC | WELLS FARGO & CO | 10,844 | $896K | 0.2% | — | — | COM | 949746101 |
| SOXX | ISHARES TR | 1,367 | $876K | 0.2% | — | — | ISHARES SEMICDTR | 464287523 |
| BAC | BANK OF AMER CORP | 15,364 | $875K | 0.2% | — | — | COM | 060505104 |
| DELL | DELL TECHNOLOGIES INC | 1,925 | $831K | 0.2% | — | — | CL C | 24703L202 |
| LLY | ELI LILLY & CO | 686 | $823K | 0.2% | — | — | COM | 532457108 |
| DLTR | DOLLAR TREE INC | 6,705 | $811K | 0.2% | — | — | COM | 256746108 |
| USMV | ISHARES TR | 8,024 | $774K | 0.2% | — | — | MSCI USA MIN ETF | 46429B697 |
| MMM | 3M CO | 4,643 | $752K | 0.2% | — | — | COM | 88579Y101 |
| MU | MICRON TECHNOLOGY INC | 626 | $723K | 0.2% | — | — | COM | 595112103 |
| GLOB | GLOBANT S A | 24,742 | $716K | 0.2% | — | — | COM | L44385109 |
| UPS | UNITED PARCEL SVCS INC | 6,650 | $715K | 0.2% | — | — | CL B | 911312106 |
| QQQ | INVESCO QQQ TR | 959 | $706K | 0.2% | — | — | UNIT SER 1 | 46090E103 |
| COST | COSTCO WHOLESALE CORPORATION | 746 | $698K | 0.2% | — | — | COM | 22160K105 |
| SPY | STATE STR SPDR S&P 500 ETF T | 901 | $673K | 0.2% | — | — | TR UNIT | 78462F103 |
| WIT | WIPRO LTD | 277,234 | $624K | 0.2% | — | — | SPON ADR 1 SH | 97651M109 |
| PLTR | PALANTIR TECHNOLOGIES INC | 5,164 | $602K | 0.2% | — | — | CL A | 69608A108 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 10,500 | $586K | 0.2% | — | — | RAFI US 1500 | 46137V597 |
| HIPO | HIPPO HLDGS INC | 20,210 | $571K | 0.2% | — | — | COM NEW | 433539202 |
| VBR | VANGUARD INDEX FDS | 2,260 | $549K | 0.2% | — | — | SM CP VAL ETF | 922908611 |
| AVGO | BROADCOM INC | 1,413 | $534K | 0.1% | — | — | COM | 11135F101 |
| VBK | VANGUARD INDEX FDS | 1,345 | $492K | 0.1% | — | — | SML CP GRW ETF | 922908595 |
| WAL | WESTERN ALLIANCE BANCORP | 5,271 | $433K | 0.1% | — | — | COM | 957638109 |
| HLN | HALEON PLC | 46,428 | $433K | 0.1% | — | — | SPON ADS | 405552100 |
| V | VISA INC | 1,257 | $431K | 0.1% | — | — | COM CL A | 92826C839 |
| CAT | CATERPILLAR INC | 392 | $417K | 0.1% | — | — | COM | 149123101 |
| MCD | MCDONALDS CORP | 1,527 | $413K | 0.1% | — | — | COM | 580135101 |
| ISRG | INTUITIVE SURGICAL INC | 1,037 | $412K | 0.1% | — | — | COM NEW | 46120E602 |
| GE | GE AEROSPACE | 1,102 | $412K | 0.1% | — | — | COM NEW | 369604301 |
| SRE | SEMPRA | 4,410 | $409K | 0.1% | — | — | COM | 816851109 |
| PPL | PPL CORP | 11,200 | $407K | 0.1% | — | — | COM | 69351T106 |
| SCHV | SCHWAB STRATEGIC TR | 11,400 | $397K | 0.1% | — | — | US LCAP VA ETF | 808524409 |
| VOT | VANGUARD INDEX FDS | 1,285 | $394K | 0.1% | — | — | MCAP GR IDXVIP | 922908538 |
| SHEL | SHELL PLC | 5,025 | $390K | 0.1% | — | — | SPON ADS | 780259305 |
| ADP | AUTOMATIC DATA PROCESSING IN | 1,696 | $380K | 0.1% | — | — | COM | 053015103 |
| FTEC | FIDELITY COVINGTON TRUST | 1,314 | $375K | 0.1% | — | — | MSCI INFO TECH I | 316092808 |
| CPRI | CAPRI HOLDINGS LIMITED | 19,765 | $367K | 0.1% | — | — | SHS | G1890L107 |
| IAI | ISHARES TR | 2,040 | $358K | 0.1% | — | — | US BR DEL SE ETF | 464288794 |
| GLW | CORNING INC | 1,400 | $358K | 0.1% | — | — | COM | 219350105 |
| SPTS | SPDR SERIES TRUST | 12,282 | $356K | 0.1% | — | — | ST SHO TREAS ETF | 78468R101 |
| PANW | PALO ALTO NETWORKS INC | 1,015 | $346K | 0.1% | — | — | COM | 697435105 |
| QTUM | ETF SER SOLUTIONS | 2,042 | $338K | 0.1% | — | — | DEFIA QUANT ETF | 26922A420 |
| AFL | AFLAC INC | 2,834 | $332K | 0.1% | — | — | COM | 001055102 |
| BA | BOEING CO | 1,527 | $331K | 0.1% | — | — | COM | 097023105 |
| DFAI | DIMENSIONAL ETF TRUST | 7,968 | $329K | 0.1% | — | — | INTL CORE EQT MK | 25434V203 |
| PFE | PFIZER INC | 13,414 | $323K | 0.1% | — | — | COM | 717081103 |
| MA | MASTERCARD INCORPORATED | 617 | $317K | 0.1% | — | — | CL A | 57636Q104 |
| PNC | PNC FINL SVCS GROUP INC | 1,250 | $308K | 0.1% | — | — | COM | 693475105 |
| CVX | CHEVRON CORPORATION | 1,802 | $299K | 0.1% | — | — | COM | 166764100 |
| TXN | TEXAS INSTRS INC | 993 | $296K | 0.1% | — | — | COM | 882508104 |
| COP | CONOCOPHILLIPS | 2,812 | $292K | 0.1% | — | — | COM | 20825C104 |
| XCOR | FUNDX INVT TR | 3,084 | $279K | 0.1% | — | — | FUNDX ETF | 360876809 |
| PG | PROCTER & GAMBLE CO | 1,847 | $271K | 0.1% | — | — | COM | 742718109 |
| GEV | GE VERNOVA INC | 230 | $270K | 0.1% | — | — | COM | 36828A101 |
| NOC | NORTHROP GRUMMAN CORP | 530 | $270K | 0.1% | — | — | COM | 666807102 |
| SITM | SITIME CORP | 360 | $268K | 0.1% | — | — | COM | 82982T106 |
| SOXL | DIREXION SHARES ETF TRUST | 1,000 | $267K | 0.1% | — | — | DAI SEM BUL ETF | 25459W458 |
| URI | UNITED RENTALS INC | 222 | $252K | 0.1% | — | — | COM | 911363109 |
| NOK | NOKIA CORP | 17,900 | $238K | 0.1% | — | — | SPONSORED ADR | 654902204 |
| DGRO | ISHARES TR | 3,098 | $235K | 0.1% | — | — | CORE DIV GRWTH | 46434V621 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 488 | $233K | 0.1% | — | — | SPONSORED ADS | 874039100 |
| FITB | FIFTH THIRD BANCORP | 4,128 | $233K | 0.1% | — | — | COM | 316773100 |
| EMXC | ISHARES INC | 2,241 | $229K | 0.1% | — | — | MSCI EMRG CHN | 46434G764 |
| UI | UBIQUITI INC | 425 | $227K | 0.1% | — | — | COM | 90353W103 |
| T | AT&T INC | 10,754 | $223K | 0.1% | — | — | COM | 00206R102 |
| SCHF | SCHWAB STRATEGIC TR | 8,030 | $222K | 0.1% | — | — | INTL EQTY ETF | 808524805 |
| VZ | VERIZON COMMUNICATIONS INC | 5,209 | $221K | 0.1% | — | — | COM | 92343V104 |
| LUV | SOUTHWEST AIRLS CO | 4,260 | $219K | 0.1% | — | — | COM | 844741108 |
| MYGN | MYRIAD GENETICS INC | 36,060 | $206K | 0.1% | — | — | COM | 62855J104 |
| MET | METLIFE INC | 2,425 | $205K | 0.1% | — | — | COM | 59156R108 |
| NI | NISOURCE INC | 4,300 | $204K | 0.1% | — | — | COM | 65473P105 |
| GM | GENERAL MTRS CO | 2,625 | $202K | 0.1% | — | — | COM | 37045V100 |
| IJR | ISHARES TR | 1,353 | $201K | 0.1% | — | — | CORE S&P SCP ETF | 464287804 |
| KSS | KOHLS CORP | 10,397 | $184K | 0.1% | — | — | COM | 500255104 |
| BYND | BEYOND MEAT INC | 10,000 | $7,500 | 0.0% | — | — | COM | 08862E109 |