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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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| MSFT | MICROSOFT | 17,511 | -598 | -3.30% | $365.70 | 8.37% | 0.00% | 6,573,454 | 2025-03-31 | ||||||
| AAPL | APPLE | 27,829 | -89 | -0.32% | $210.31 | 7.87% | 0.00% | 6,181,655 | 2025-03-31 | ||||||
| AMZN | AMAZON | 16,256 | +230 | +1.44% | $182.27 | 3.94% | 0.00% | 3,092,866 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 20,158 | -748 | -3.58% | $146.15 | 3.75% | 0.01% | 2,943,269 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 25,242 | +443 | +1.79% | $55.65 | 3.48% | 0.00% | 2,735,727 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 2,813 | -190 | -6.33% | $767.75 | 3.39% | 0.00% | 2,660,479 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 5,123 | +783 | +18.04% | $430.93 | 3.06% | 0.00% | 2,402,276 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 86,061 | +9,486 | +12.39% | $24.07 | 2.67% | 0.00% | 2,094,723 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 13,039 | +128 | +0.99% | $145.10 | 2.57% | 0.00% | 2,016,350 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 3,107 | 0 | 0.00% | $0.00 | 2.11% | 0.00% | 1,654,726 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 2,951 | -44 | -1.47% | $549.61 | 2.10% | 0.00% | 1,650,759 | 2025-03-31 | ||||||
| GOVT | ISHARES US TREASURY BOND ETF | 64,291 | +11,559 | +21.92% | $23.12 | 1.88% | 0.01% | 1,477,728 | 2025-03-31 | ||||||
| DHR | DANAHER | 6,703 | +196 | +3.01% | $262.10 | 1.75% | 0.00% | 1,374,115 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 2,302 | -27 | -1.16% | $558.28 | 1.65% | 0.00% | 1,293,493 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 1,539 | -62 | -3.87% | $689.13 | 1.62% | 0.00% | 1,271,075 | 2025-03-31 | ||||||
| BSX | BOSTON SCIENTIFIC | 11,863 | -10 | -0.08% | $70.50 | 1.52% | 0.00% | 1,196,739 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 4,393 | +232 | +5.58% | $229.10 | 1.50% | 0.00% | 1,178,905 | 2025-03-31 | ||||||
| TIP | ISHARES TIPS BOND ETF | 10,178 | +958 | +10.39% | $108.57 | 1.44% | 0.01% | 1,130,674 | 2025-03-31 | ||||||
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | 35,882 | +4,304 | +13.63% | $33.76 | 1.40% | 0.01% | 1,102,653 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 13,356 | -10,950 | -45.05% | $76.09 | 1.39% | 0.00% | 1,091,585 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 4,104 | -463 | -10.14% | $188.60 | 1.28% | 0.00% | 1,006,711 | 2025-03-31 | ||||||
| META | META | 1,723 | +112 | +6.95% | $521.10 | 1.26% | 0.00% | 993,068 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 23,307 | 0 | 0.00% | $40.13 | 1.24% | 0.00% | 972,601 | 2025-03-31 | ||||||
| ISRG | INTUITIVE SURGICAL | 1,956 | -2 | -0.10% | $461.40 | 1.23% | 0.00% | 968,748 | 2025-03-31 | ||||||
| ANET | ARISTA NETWORKS | 11,252 | 0 | 0.00% | $162.97 | 1.11% | 0.00% | 871,804 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 2,716 | 0 | 0.00% | $272.14 | 1.08% | 0.00% | 848,396 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 2,256 | +19 | +0.85% | $331.65 | 1.05% | 0.00% | 826,801 | 2025-03-31 | ||||||
| CVX | CHEVRON | 4,777 | -1,125 | -19.06% | $147.43 | 1.02% | 0.00% | 799,144 | 2025-03-31 | ||||||
| ACN | ACCENTURE | 2,539 | -541 | -17.56% | $326.89 | 1.01% | 0.00% | 792,269 | 2025-03-31 | ||||||
| ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETF | 14,778 | +3,512 | +31.17% | $50.58 | 0.95% | 0.01% | 749,243 | 2025-03-31 | ||||||
| HON | HONEYWELL INTERNATIONAL | 3,472 | -100 | -2.80% | $201.78 | 0.94% | 0.00% | 735,196 | 2025-03-31 | ||||||
| SPDG | SPDR PORTFOLIO S&P DIVIDEND GROWTH ETF | 19,248 | +19,248 | Open | $38.68 | 0.93% | 7.70% | 728,286 | 2025-03-31 | ||||||
| ADBE | ADOBE | 1,874 | -290 | -13.40% | $527.45 | 0.92% | 0.00% | 718,735 | 2025-03-31 | ||||||
| FENY | FIDELITY MSCI ENERGY INDEX ETF | 27,487 | -1,692 | -5.80% | $23.24 | 0.89% | 0.00% | 702,292 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 7,756 | -913 | -10.53% | $101.23 | 0.89% | 0.00% | 696,178 | 2025-03-31 | ||||||
| AMD | ADVANCED MICRO DEVICES | 6,535 | 0 | 0.00% | $151.54 | 0.86% | 0.00% | 671,405 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 1,299 | 0 | 0.00% | $495.24 | 0.84% | 0.00% | 660,021 | 2025-03-31 | ||||||
| ELV | ELEVANCE HEALTH | 1,509 | 0 | 0.00% | $531.69 | 0.84% | 0.00% | 656,354 | 2025-03-31 | ||||||
| MCK | MCKESSON | 960 | 0 | 0.00% | $546.55 | 0.82% | 0.00% | 646,070 | 2025-03-31 | ||||||
| DE | DEERE & | 1,249 | +14 | +1.13% | $376.09 | 0.75% | 0.00% | 586,218 | 2025-03-31 | ||||||
| BMRC | BANK OF MARIN BANCORP | 25,896 | +14,890 | +135.29% | $22.05 | 0.73% | 0.16% | 571,524 | 2025-03-31 | ||||||
| FERG | FERGUSON | 3,437 | +225 | +7.00% | $198.99 | 0.70% | 0.00% | 550,710 | 2025-03-31 | ||||||
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 5,953 | 0 | 0.00% | $99.12 | 0.69% | 0.01% | 544,878 | 2025-03-31 | ||||||
| INTU | INTUIT | 832 | +50 | +6.39% | $501.81 | 0.65% | 0.00% | 510,839 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 2,966 | +202 | +7.31% | $260.14 | 0.64% | 0.00% | 506,118 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 905 | 0 | 0.00% | $460.77 | 0.63% | 0.00% | 494,392 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 8,901 | +316 | +3.68% | $54.19 | 0.61% | 0.00% | 480,386 | 2025-03-31 | ||||||
| XLB | MATERIALS SELECT SECTOR SPDR FUND | 5,579 | -334 | -5.65% | $87.79 | 0.61% | 0.01% | 479,682 | 2025-03-31 | ||||||
| MLM | MARTIN MARIETTA MATERIALS | 989 | +95 | +10.63% | $366.14 | 0.60% | 0.00% | 472,870 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 6,036 | +438 | +7.82% | $65.52 | 0.60% | 0.00% | 472,498 | 2025-03-31 | ||||||