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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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| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 183,942 | +15,405 | +9.14% | $243.83 | 27.64% | 0.01% | 56,073,371 | 2025-06-30 | ||||||
| INTU | INTUIT | 42,197 | -3,153 | -6.95% | $546.43 | 16.39% | 0.02% | 33,235,421 | 2025-06-30 | ||||||
| PAYO | PAYONEER GLOBAL | 2,890,975 | 0 | 0.00% | $5.77 | 9.76% | 0.80% | 19,803,179 | 2025-06-30 | ||||||
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 316,563 | +37,124 | +13.29% | $48.11 | 8.90% | 0.01% | 18,047,245 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 28,486 | 0 | 0.00% | $456.88 | 8.00% | 0.00% | 16,230,602 | 2025-06-30 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 215,165 | -16,080 | -6.95% | $41.33 | 5.25% | 0.01% | 10,642,081 | 2025-06-30 | ||||||
| IAU | ISHARES GOLD TRUST | 108,116 | -5,700 | -5.01% | $47.85 | 3.32% | 0.01% | 6,742,120 | 2025-06-30 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 152,557 | +922 | +0.61% | $31.47 | 3.05% | 0.02% | 6,177,037 | 2025-06-30 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 12,241 | 0 | 0.00% | $298.36 | 2.65% | 0.00% | 5,372,420 | 2025-06-30 | ||||||
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | 68,388 | 0 | 0.00% | $27.78 | 1.20% | 0.00% | 2,443,503 | 2025-06-30 | ||||||
| KCCA | KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETF | 148,545 | +20,000 | +15.56% | $22.58 | 1.14% | 0.00% | 2,305,419 | 2025-06-30 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 12,655 | +51 | +0.40% | $170.75 | 1.13% | 0.00% | 2,299,840 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 3,935 | +2 | +0.05% | $400.37 | 0.96% | 0.00% | 1,957,261 | 2025-06-30 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 4,879 | 0 | 0.00% | $204.76 | 0.69% | 0.00% | 1,396,259 | 2025-06-30 | ||||||
| AAPL | APPLE | 6,644 | +3 | +0.05% | $222.95 | 0.67% | 0.00% | 1,363,247 | 2025-06-30 | ||||||
| ATMP | BARCLAYS ETN SELECT MLP ETN | 39,760 | -4,467 | -10.10% | $24.84 | 0.57% | 0.00% | 1,165,762 | 2025-06-30 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 6,113 | 0 | 0.00% | $140.13 | 0.54% | 0.00% | 1,086,302 | 2025-06-30 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 2,108 | 0 | 0.00% | $209.57 | 0.53% | 0.00% | 1,073,625 | 2025-06-30 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 3,680 | 0 | 0.00% | $217.61 | 0.50% | 0.01% | 1,020,690 | 2025-06-30 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 22,356 | 0 | 0.00% | $34.82 | 0.47% | 0.01% | 955,510 | 2025-06-30 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 4,545 | 0 | 0.00% | $163.12 | 0.44% | 0.00% | 890,460 | 2025-06-30 | ||||||
| NOW | SERVICENOW | 806 | 0 | 0.00% | $637.32 | 0.41% | 0.00% | 828,632 | 2025-06-30 | ||||||
| MDB | MONGODB | 3,590 | 0 | 0.00% | $305.25 | 0.37% | 0.00% | 753,864 | 2025-06-30 | ||||||
| GOOG | ALPHABET | 4,178 | +1 | +0.02% | $168.04 | 0.37% | 0.00% | 741,095 | 2025-06-30 | ||||||
| GOOGL | ALPHABET | 4,200 | 0 | 0.00% | $179.86 | 0.36% | 0.00% | 740,166 | 2025-06-30 | ||||||
| HUBS | HUBSPOT | 1,041 | 0 | 0.00% | $469.06 | 0.29% | 0.00% | 579,452 | 2025-06-30 | ||||||
| CI | CIGNA GROUP | 1,676 | 0 | 0.00% | $342.83 | 0.27% | 0.00% | 554,052 | 2025-06-30 | ||||||
| CRM | SALESFORCE | 1,914 | 0 | 0.00% | $231.24 | 0.26% | 0.00% | 522,725 | 2025-06-30 | ||||||
| SRAD | SPORTRADAR GROUP AG | 17,800 | +15,045 | +546.10% | $23.03 | 0.25% | 0.00% | 499,816 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 1,716 | 0 | 0.00% | $209.89 | 0.25% | 0.00% | 497,628 | 2025-06-30 | ||||||
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | 1,158 | 0 | 0.00% | $256.92 | 0.23% | 0.00% | 459,193 | 2025-06-30 | ||||||
| VRSK | VERISK ANALYTICS | 1,035 | 0 | 0.00% | $236.36 | 0.16% | 0.00% | 322,403 | 2025-06-30 | ||||||
| BK | BANK OF NEW YORK MELLON | 3,112 | 0 | 0.00% | $65.82 | 0.14% | 0.00% | 283,534 | 2025-06-30 | ||||||
| FICO | FAIR ISAAC | 148 | +148 | Open | $1,825.05 | 0.13% | 0.00% | 270,538 | 2025-06-30 | ||||||
| WPC | W P CAREY | 3,655 | 0 | 0.00% | $59.22 | 0.11% | 0.00% | 231,288 | 2025-06-30 | ||||||
| MSGS | MADISON SQUARE GARDEN SPORTS | 1,082 | 0 | 0.00% | $209.95 | 0.11% | 0.01% | 226,084 | 2025-06-30 | ||||||
| ACWI | ISHARES MSCI ACWI ETF | 1,733 | -383 | -18.10% | $109.71 | 0.11% | 0.00% | 222,878 | 2025-06-30 | ||||||
| BX | BLACKSTONE | 1,400 | +1 | +0.07% | $139.53 | 0.10% | 0.00% | 209,465 | 2025-06-30 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 323 | -79 | -19.65% | $523.69 | 0.10% | 0.00% | 200,820 | 2025-06-30 | ||||||
| ROK | ROCKWELL AUTOMATION | 598 | 0 | 0.00% | $265.76 | 0.10% | 0.00% | 198,638 | 2025-06-30 | ||||||
| HD | HOME DEPOT | 478 | 0 | 0.00% | $364.52 | 0.09% | 0.00% | 175,254 | 2025-06-30 | ||||||
| XOM | EXXON MOBIL | 1,557 | +1 | +0.06% | $115.36 | 0.08% | 0.00% | 167,862 | 2025-06-30 | ||||||
| GS | GOLDMAN SACHS GROUP | 229 | 0 | 0.00% | $488.11 | 0.08% | 0.00% | 162,075 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 957 | 0 | 0.00% | $159.34 | 0.07% | 0.00% | 146,182 | 2025-06-30 | ||||||
| KWR | QUAKER CHEMICAL | 1,197 | 0 | 0.00% | $169.74 | 0.07% | 0.01% | 133,992 | 2025-06-30 | ||||||
| AMZN | AMAZON | 600 | 0 | 0.00% | $181.59 | 0.06% | 0.00% | 131,634 | 2025-06-30 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 5,410 | -1,844 | -25.42% | $23.38 | 0.06% | 0.00% | 128,758 | 2025-06-30 | ||||||
| EW | EDWARDS LIFESCIENCES | 1,434 | 0 | 0.00% | $68.58 | 0.06% | 0.00% | 112,153 | 2025-06-30 | ||||||
| COP | CONOCOPHILLIPS | 1,237 | +4 | +0.32% | $109.47 | 0.05% | 0.00% | 111,034 | 2025-06-30 | ||||||
| T | AT&T | 3,591 | 0 | 0.00% | $19.66 | 0.05% | 0.00% | 103,924 | 2025-06-30 | ||||||