BRAINARD CAPITAL MANAGEMENT LLC

Stock Holdings
Option Holdings
Activity
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Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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UBER
UBER
612,596-14,788-2.36%
Created with Highcharts 10.1.0
$0.0014.86%0.03%19,419,2942023-03-31
AVUV
AVANTIS US SMALL CAP VALUE ETF
135,792+4,993+3.82%
Created with Highcharts 10.1.0
$0.007.69%0.00%10,056,8212023-03-31
UPST
UPSTART
391,66600.00%
Created with Highcharts 10.1.0
$0.004.76%0.47%6,223,5722023-03-31
AMZN
AMAZON
55,867-5,968-9.65%
Created with Highcharts 10.1.0
$0.004.41%0.00%5,770,5052023-03-31
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
199,857+40,136+25.13%
Created with Highcharts 10.1.0
$0.004.40%0.00%5,749,8882023-03-31
BXSL
BLACKSTONE SECURED LENDING FUND
200,916+263+0.13%
Created with Highcharts 10.1.0
$0.003.83%0.12%5,008,8332023-03-31
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
178,473+28,756+19.21%
Created with Highcharts 10.1.0
$0.003.68%0.00%4,809,7902023-03-31
AVES
AVANTIS EMERGING MARKETS VALUE ETF
104,827+21,857+26.34%
Created with Highcharts 10.1.0
$0.003.42%0.00%4,475,0042023-03-31
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
69,63700.00%
Created with Highcharts 10.1.0
$0.003.04%0.00%3,971,3932023-03-31
AVLV
AVANTIS US LARGE CAP VALUE ETF
73,597+10,443+16.54%
Created with Highcharts 10.1.0
$0.002.88%0.00%3,761,5032023-03-31
ESTC
ELASTIC NV
61,70200.00%
Created with Highcharts 10.1.0
$0.002.73%0.06%3,572,5462023-03-31
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
56,877+9,802+20.82%
Created with Highcharts 10.1.0
$0.002.54%0.00%3,326,1932023-03-31
AAPL
APPLE
18,655+26+0.14%
Created with Highcharts 10.1.0
$0.002.35%0.00%3,076,1562023-03-31
DFAS
DIMENSIONAL US SMALL CAP ETF
56,790+16,928+42.47%
Created with Highcharts 10.1.0
$0.002.29%0.00%2,992,8252023-03-31
DFUS
DIMENSIONAL US EQUITY ETF
64,312+1,567+2.50%
Created with Highcharts 10.1.0
$0.002.19%0.00%2,857,3652023-03-31
RBLX
ROBLOX
60,53800.00%
Created with Highcharts 10.1.0
$0.002.08%0.01%2,722,9992023-03-31
AVUS
AVANTIS US EQUITY ETF
37,559+1,763+4.93%
Created with Highcharts 10.1.0
$0.002.04%0.00%2,662,1892023-03-31
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
74,988-862-1.14%
Created with Highcharts 10.1.0
$0.001.72%0.00%2,253,3902023-03-31
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
73,802+59+0.08%
Created with Highcharts 10.1.0
$0.001.50%0.00%1,964,6202023-03-31
GOOG
ALPHABET
15,32800.00%
Created with Highcharts 10.1.0
$0.001.22%0.00%1,594,1122023-03-31
TSLA
TESLA
7,12100.00%
Created with Highcharts 10.1.0
$0.001.13%0.00%1,477,3602023-03-31
META
META
6,817-6-0.09%
Created with Highcharts 10.1.0
$0.001.11%0.00%1,444,7962023-03-31
PD
PAGERDUTY
37,22700.00%
Created with Highcharts 10.1.0
$0.001.00%0.04%1,302,2002023-03-31
DFSE
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
43,267+17+0.04%
Created with Highcharts 10.1.0
$0.000.99%0.00%1,293,2562023-03-31
LPRO
OPEN LENDING
160,35500.00%
Created with Highcharts 10.1.0
$0.000.86%0.13%1,128,8992023-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
5,514+14+0.25%
Created with Highcharts 10.1.0
$0.000.86%0.00%1,125,3812023-03-31
MSFT
MICROSOFT
3,850-231-5.66%
Created with Highcharts 10.1.0
$0.000.85%0.00%1,110,2812023-03-31
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
44,690+11,654+35.28%
Created with Highcharts 10.1.0
$0.000.80%0.00%1,044,7092023-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
6,871+14+0.20%
Created with Highcharts 10.1.0
$0.000.79%0.00%1,037,7622023-03-31
GOOGL
ALPHABET
9,881+1,041+11.78%
Created with Highcharts 10.1.0
$0.000.78%0.00%1,024,9572023-03-31
ABNB
AIRBNB
7,70800.00%
Created with Highcharts 10.1.0
$0.000.73%0.00%958,8752023-03-31
V
VISA
4,230-208-4.69%
Created with Highcharts 10.1.0
$0.000.73%0.00%953,6512023-03-31
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
29,557+133+0.45%
Created with Highcharts 10.1.0
$0.000.73%0.00%952,6282023-03-31
NVDA
NVIDIA
29,810-3,750-11.17%
Created with Highcharts 10.1.0
$0.000.63%0.00%828,2262023-03-31
QQQ
INVESCO QQQ
2,35100.00%
Created with Highcharts 10.1.0
$0.000.58%0.00%754,7242023-03-31
AVIV
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
14,58000.00%
Created with Highcharts 10.1.0
$0.000.54%0.00%702,6042023-03-31
COIN
COINBASE GLOBAL
9,95000.00%
Created with Highcharts 10.1.0
$0.000.51%0.01%672,3222023-03-31
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
28,708+2,908+11.27%
Created with Highcharts 10.1.0
$0.000.51%0.00%660,8572023-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
7,613+1+0.01%
Created with Highcharts 10.1.0
$0.000.48%0.00%630,6202023-03-31
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
25,382+9,044+55.36%
Created with Highcharts 10.1.0
$0.000.47%0.00%610,8352023-03-31
XOM
EXXON MOBIL
5,304-16-0.30%
Created with Highcharts 10.1.0
$0.000.44%0.00%581,6972023-03-31
IBB
ISHARES BIOTECHNOLOGY ETF
4,085+1+0.02%
Created with Highcharts 10.1.0
$0.000.40%0.01%527,7172023-03-31
DFAR
DIMENSIONAL US REAL ESTATE ETF
23,590+10,400+78.85%
Created with Highcharts 10.1.0
$0.000.39%0.00%506,9662023-03-31
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
21,160+16+0.08%
Created with Highcharts 10.1.0
$0.000.38%0.00%499,1592023-03-31
OZK
BANK OF THE OZARKS
13,00000.00%
Created with Highcharts 10.1.0
$0.000.34%0.00%444,6002023-03-31
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
17,343+33+0.19%
Created with Highcharts 10.1.0
$0.000.34%0.00%441,8902023-03-31
ABBV
ABBVIE
2,725+8+0.29%
Created with Highcharts 10.1.0
$0.000.33%0.00%434,5182023-03-31
HD
HOME DEPOT
1,467+398+37.23%
Created with Highcharts 10.1.0
$0.000.33%0.00%432,8752023-03-31
BA
BOEING
2,017-2-0.10%
Created with Highcharts 10.1.0
$0.000.33%0.00%428,4712023-03-31
SHOP
SHOPIFY
8,90000.00%
Created with Highcharts 10.1.0
$0.000.33%0.00%426,6652023-03-31