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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 | 168,537 | +10,903 | +6.92% | $241.10 | 25.84% | 0.01% | 46,320,622 | 2025-03-31 | ||||||
| INTU | INTUIT | 45,350 | 0 | 0.00% | $548.10 | 15.53% | 0.02% | 27,844,289 | 2025-03-31 | ||||||
| PAYO | PAYONEER GLOBAL | 2,890,975 | -200,000 | -6.47% | $5.77 | 11.79% | 0.80% | 21,133,027 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 28,486 | 0 | 0.00% | $456.88 | 8.17% | 0.00% | 14,639,240 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 279,439 | +14,939 | +5.65% | $47.51 | 7.92% | 0.01% | 14,203,874 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 231,245 | +10,155 | +4.59% | $42.02 | 5.84% | 0.01% | 10,466,150 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 113,816 | +10,564 | +10.23% | $47.75 | 3.74% | 0.02% | 6,710,597 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 151,635 | 0 | 0.00% | $31.44 | 3.08% | 0.02% | 5,521,022 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 12,241 | 0 | 0.00% | $298.36 | 2.53% | 0.00% | 4,539,031 | 2025-03-31 | ||||||
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | 68,388 | 0 | 0.00% | $27.78 | 1.39% | 0.00% | 2,487,272 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 12,604 | +60 | +0.48% | $170.75 | 1.22% | 0.00% | 2,183,394 | 2025-03-31 | ||||||
| KCCA | KRANESHARES CALIFORNIA CARBON ALLOWANCE STRATEGY ETF | 128,545 | +31,124 | +31.95% | $23.76 | 1.19% | 0.00% | 2,138,989 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 3,933 | +2 | +0.05% | $400.36 | 0.82% | 0.00% | 1,476,419 | 2025-03-31 | ||||||
| AAPL | APPLE | 6,641 | +3 | +0.05% | $222.96 | 0.82% | 0.00% | 1,475,171 | 2025-03-31 | ||||||
| ATMP | BARCLAYS ETN SELECT MLP ETN | 44,227 | +430 | +0.98% | $24.91 | 0.76% | 0.00% | 1,356,009 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 4,879 | 0 | 0.00% | $204.76 | 0.70% | 0.00% | 1,254,176 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 6,113 | 0 | 0.00% | $140.13 | 0.59% | 0.00% | 1,055,960 | 2025-03-31 | ||||||
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | 3,680 | 0 | 0.00% | $217.61 | 0.52% | 0.01% | 926,514 | 2025-03-31 | ||||||
| SPEM | SPDR(R) PORTFOLIO EMERGING MARKETS ETF | 22,356 | 0 | 0.00% | $34.82 | 0.49% | 0.01% | 880,169 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 4,545 | 0 | 0.00% | $163.12 | 0.47% | 0.00% | 846,688 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 2,108 | 0 | 0.00% | $209.57 | 0.41% | 0.00% | 743,239 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 4,177 | 0 | 0.00% | $168.04 | 0.36% | 0.00% | 652,604 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 4,200 | +4,200 | Open | $179.86 | 0.36% | 0.00% | 649,488 | 2025-03-31 | ||||||
| NOW | SERVICENOW | 806 | 0 | 0.00% | $637.32 | 0.36% | 0.00% | 641,689 | 2025-03-31 | ||||||
| MDB | MONGODB | 3,590 | +1,545 | +75.55% | $305.25 | 0.35% | 0.00% | 629,686 | 2025-03-31 | ||||||
| HUBS | HUBSPOT | 1,041 | 0 | 0.00% | $469.06 | 0.33% | 0.00% | 594,713 | 2025-03-31 | ||||||
| CI | CIGNA GROUP | 1,676 | 0 | 0.00% | $342.83 | 0.31% | 0.00% | 551,404 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 1,914 | 0 | 0.00% | $231.24 | 0.29% | 0.00% | 513,641 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 1,716 | +1 | +0.06% | $209.89 | 0.23% | 0.00% | 420,890 | 2025-03-31 | ||||||
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | 1,158 | 0 | 0.00% | $256.92 | 0.22% | 0.00% | 387,328 | 2025-03-31 | ||||||
| VRSK | VERISK ANALYTICS | 1,035 | 0 | 0.00% | $236.36 | 0.17% | 0.00% | 308,037 | 2025-03-31 | ||||||
| BK | BANK OF NEW YORK MELLON | 3,112 | 0 | 0.00% | $65.82 | 0.15% | 0.00% | 261,003 | 2025-03-31 | ||||||
| ACWI | ISHARES MSCI ACWI ETF | 2,116 | -407 | -16.13% | $110.02 | 0.14% | 0.00% | 246,259 | 2025-03-31 | ||||||
| WPC | W P CAREY | 3,655 | 0 | 0.00% | $59.22 | 0.13% | 0.00% | 233,920 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 402 | 0 | 0.00% | $526.32 | 0.13% | 0.00% | 225,970 | 2025-03-31 | ||||||
| MSGS | MADISON SQUARE GARDEN SPORTS | 1,082 | 0 | 0.00% | $209.95 | 0.12% | 0.01% | 210,687 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 1,399 | +2 | +0.14% | $139.53 | 0.11% | 0.00% | 195,551 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 1,556 | +1 | +0.06% | $115.37 | 0.10% | 0.00% | 185,059 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 478 | 0 | 0.00% | $364.52 | 0.10% | 0.00% | 175,182 | 2025-03-31 | ||||||
| SPHY | SPDR PORTFOLIO HIGH YIELD BOND ETF | 7,254 | +2,000 | +38.07% | $23.40 | 0.09% | 0.00% | 169,889 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 957 | 0 | 0.00% | $159.34 | 0.09% | 0.00% | 158,709 | 2025-03-31 | ||||||
| ROK | ROCKWELL AUTOMATION | 598 | 0 | 0.00% | $265.76 | 0.09% | 0.00% | 154,511 | 2025-03-31 | ||||||
| KWR | QUAKER CHEMICAL | 1,197 | 0 | 0.00% | $169.74 | 0.08% | 0.01% | 147,961 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 1,233 | +4 | +0.33% | $109.53 | 0.07% | 0.00% | 129,446 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 229 | 0 | 0.00% | $488.11 | 0.07% | 0.00% | 125,100 | 2025-03-31 | ||||||
| AMZN | AMAZON | 600 | 0 | 0.00% | $181.59 | 0.06% | 0.00% | 114,156 | 2025-03-31 | ||||||
| EW | EDWARDS LIFESCIENCES | 1,434 | 0 | 0.00% | $68.58 | 0.06% | 0.00% | 103,936 | 2025-03-31 | ||||||
| T | AT&T | 3,591 | 0 | 0.00% | $19.66 | 0.06% | 0.00% | 101,553 | 2025-03-31 | ||||||
| CL | COLGATE PALMOLIVE | 957 | 0 | 0.00% | $101.94 | 0.05% | 0.00% | 89,671 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 1,436 | 0 | 0.00% | $48.57 | 0.05% | 0.00% | 88,616 | 2025-03-31 | ||||||