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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| V | VISA | 1,840,108 | -4,404 | -0.24% | $204.37 | 7.52% | 0.11% | 644,884,250 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 8,208,961 | -28,453 | -0.35% | $54.33 | 7.50% | 0.45% | 642,597,494 | 2025-03-31 | ||||||
| AMZN | AMAZON | 3,211,038 | +10,208 | +0.32% | $109.25 | 7.13% | 0.03% | 610,932,090 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 1,469,390 | +6,964 | +0.48% | $198.77 | 6.43% | 0.02% | 551,594,391 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 1,030,968 | +64,418 | +6.66% | $326.66 | 6.30% | 0.11% | 539,969,490 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 909,052 | -4,310 | -0.47% | $305.47 | 5.39% | 0.30% | 461,889,448 | 2025-03-31 | ||||||
| META | META | 763,147 | +102,540 | +15.52% | $524.50 | 5.13% | 0.04% | 439,847,405 | 2025-03-31 | ||||||
| MCO | MOODYS | 903,702 | -25,314 | -2.72% | $214.07 | 4.91% | 0.50% | 420,844,868 | 2025-03-31 | ||||||
| UBER | UBER | 5,304,178 | +142,559 | +2.76% | $70.28 | 4.51% | 0.25% | 386,462,409 | 2025-03-31 | ||||||
| APO | APOLLO GLOBAL MANAGEMENT | 2,641,043 | +333,428 | +14.45% | $158.80 | 4.22% | 0.46% | 361,664,428 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 2,226,472 | -495,191 | -18.19% | $66.14 | 4.06% | 0.00% | 347,841,721 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 2,426,879 | +780,658 | +47.42% | $98.77 | 2.78% | 0.21% | 238,052,561 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 605,653 | -298 | -0.05% | $185.91 | 1.94% | 0.04% | 166,457,687 | 2025-03-31 | ||||||
| AMLP | ALERIAN MLP ETF | 3,080,512 | +740,605 | +31.65% | $45.96 | 1.87% | 0.00% | 160,001,771 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 251,230 | +2,072 | +0.83% | $355.03 | 1.51% | 0.02% | 129,109,609 | 2025-03-31 | ||||||
| NOW | SERVICENOW | 149,505 | +9,341 | +6.66% | $291.17 | 1.39% | 0.07% | 119,026,911 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 348,085 | +158,886 | +83.98% | $236.04 | 1.17% | 0.11% | 100,297,215 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 153,043 | +5,427 | +3.68% | $444.93 | 1.00% | 0.01% | 85,610,724 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 829,570 | +477,192 | +135.42% | $88.52 | 0.90% | 0.23% | 77,523,331 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 670,456 | +93,440 | +16.19% | $49.21 | 0.85% | 0.00% | 72,664,021 | 2025-03-31 | ||||||
| MELI | MERCADOLIBRE | 36,706 | +6,016 | +19.60% | $1,406.40 | 0.84% | 0.07% | 71,608,634 | 2025-03-31 | ||||||
| AAPL | APPLE | 306,980 | +31,357 | +11.38% | $116.02 | 0.80% | 0.00% | 68,189,564 | 2025-03-31 | ||||||
| ARCC | ARES CAPITAL | 2,975,197 | +230,924 | +8.41% | $20.19 | 0.77% | 0.43% | 65,930,367 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 121,200 | +206 | +0.17% | $0.00 | 0.75% | 0.00% | 64,548,696 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 528,525 | -2,687 | -0.51% | $83.18 | 0.75% | 0.10% | 64,485,335 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 179,764 | +27,342 | +17.94% | $260.06 | 0.74% | 0.07% | 63,381,191 | 2025-03-31 | ||||||
| GBDC | GOLUB CAPITAL BDC | 4,135,726 | +441,050 | +11.94% | $14.96 | 0.73% | 1.55% | 62,614,898 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 384,177 | +212,968 | +124.39% | $157.33 | 0.63% | 0.05% | 53,700,261 | 2025-03-31 | ||||||
| WDAY | WORKDAY | 226,310 | +7,346 | +3.35% | $209.86 | 0.62% | 0.11% | 52,850,174 | 2025-03-31 | ||||||
| NET | CLOUDFLARE | 451,949 | +37,216 | +8.97% | $64.95 | 0.59% | 0.15% | 50,930,133 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 106,695 | -4,036 | -3.64% | $413.31 | 0.58% | 0.02% | 50,031,419 | 2025-03-31 | ||||||
| SHOP | SHOPIFY | 516,334 | +80,654 | +18.51% | $73.71 | 0.57% | 0.04% | 49,250,519 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 294,018 | +60,551 | +25.94% | $167.59 | 0.57% | 0.01% | 49,227,434 | 2025-03-31 | ||||||
| ASML | ASML HOLDING NV | 66,336 | +13,034 | +24.45% | $658.21 | 0.51% | 0.00% | 43,956,224 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 800,481 | -1,669,777 | -67.60% | $39.70 | 0.47% | 0.03% | 40,688,449 | 2025-03-31 | ||||||
| COIN | COINBASE GLOBAL | 232,393 | 0 | 0.00% | $279.15 | 0.47% | 0.11% | 40,025,046 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 156,503 | +287 | +0.18% | $154.66 | 0.45% | 0.01% | 38,390,186 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 479,013 | 0 | 0.00% | $78.05 | 0.44% | 0.11% | 37,813,286 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 424,182 | -312 | -0.07% | $80.99 | 0.40% | 0.07% | 34,681,120 | 2025-03-31 | ||||||
| SNOW | SNOWFLAKE | 234,947 | 0 | 0.00% | $204.89 | 0.40% | 0.07% | 34,339,854 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 196,718 | -3,829 | -1.91% | $124.76 | 0.39% | 0.03% | 33,564,025 | 2025-03-31 | ||||||
| ANET | ARISTA NETWORKS | 416,849 | +416,849 | Open | $99.46 | 0.38% | 0.03% | 32,297,461 | 2025-03-31 | ||||||
| TSLX | SIXTH STREET SPECIALTY LENDING | 1,434,920 | +281,339 | +24.39% | $20.96 | 0.37% | 1.53% | 32,113,510 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 639,311 | 0 | 0.00% | $48.61 | 0.37% | 0.09% | 31,722,612 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 486,101 | 0 | 0.00% | $55.16 | 0.35% | 0.04% | 30,186,872 | 2025-03-31 | ||||||
| NU | NU HOLDINGS | 2,941,105 | +991,954 | +50.89% | $11.30 | 0.35% | 0.00% | 30,116,915 | 2025-03-31 | ||||||
| MA | MASTERCARD | 50,847 | -1,192 | -2.29% | $359.73 | 0.33% | 0.01% | 27,870,258 | 2025-03-31 | ||||||
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 395,466 | -4,107 | -1.03% | $57.23 | 0.32% | 0.07% | 27,607,481 | 2025-03-31 | ||||||
| HUBS | HUBSPOT | 46,345 | +7,424 | +19.07% | $596.04 | 0.31% | 0.09% | 26,476,435 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 340,959 | 0 | 0.00% | $60.25 | 0.30% | 0.02% | 25,803,777 | 2025-03-31 | ||||||