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Reported Holdings Of The
FORT Point Capital Partners LLC

Legal Name: FORT POINT CAPITAL PARTNERS LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 9, 2019

Security Shares Held / Principal Amount Market Value Option
SPDR S&P 500 ETF TR TR UNIT (78462F103) 171,677 $50,301k
ISHARES (464287465) 208,700 $13,717k Put
salesforce.com Inc (79466L302) 88,397 $13,412k
ISHARES TR CORE MSCI EAFE (46432F842) 189,978 $11,665k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 187,142 $7,806k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 154,789 $6,583k
ABBVIE INC (00287Y109) 79,215 $5,761k
BERKSHIRE HATHAWAY (084670108) 18 $5,730k
Facebook Inc (30303M102) 29,493 $5,692k
NXP Semiconductors NV (N6596X109) 56,050 $5,471k
ISHARES (464287234) 117,974 $5,062k
Apple Inc (037833100) 22,487 $4,451k
ISHARES TR RUS 1000 ETF (464287622) 24,909 $4,055k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 14,582 $3,925k
ISHARES TR CORE S&P500 ETF (464287200) 12,059 $3,554k
ISHARES INC CORE MSCI EMKT (46434G103) 62,446 $3,212k
DIREXION SHS ETF TR (25460E307) 136,507 $3,194k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 20,088 $3,015k
Amazon.com Inc (023135106) 1,567 $2,967k
Invesco FTSE RAFI US 1000 Port (46137V613) 20,723 $2,417k
SCHWAB STRATEGIC TR (808524706) 91,823 $2,409k
FRESHPET INC COM (358039105) 48,305 $2,198k
Berkshire Hathaway, Inc. (084670702) 10,195 $2,173k
SCHWAB STRATEGIC TR (808524805) 67,039 $2,151k
MICROSOFT CORP (594918104) 15,747 $2,109k
ISHARES TR RUSSELL 2000 ETF (464287655) 12,664 $1,969k
VANGUARD INTL EQUITY INDEX F (922042775) 35,026 $1,786k
Chevron Corp (166764100) 13,616 $1,694k
ISHARES TR (46429B697) 25,104 $1,550k
PRIMO WTR CORP (74165N105) 115,924 $1,426k
Exxon Mobil Corp (30231G102) 16,611 $1,273k
DOCUSIGN INC COM (256163106) 24,500 $1,218k Put
3M CO (88579Y101) 5,488 $951k
American Express Co. (025816109) 7,587 $937k
Boeing Co/The (097023105) 2,564 $933k
ISHARES TR (464287176) 8,055 $930k
AMGEN INC (031162100) 4,965 $915k
ALPHABET INC (02079K305) 836 $905k
VANGUARD INDEX FDS SMALL CP ET (922908751) 5,495 $861k
ISHARES FLT (46429B655) 14,964 $762k
TJX COMPANIES INC (872540109) 13,448 $711k
EHEALTH INC COM (28238P109) 8,208 $707k
ADOBE INC (00724F101) 2,361 $696k
S&P WRLD EX US (78463X889) 22,282 $659k
HOME DEPOT INC (437076102) 3,143 $654k
ISHARES GOLD TRUST ISHARES (464285105) 47,785 $645k
VARIAN MED SYS INC (92220P105) 4,718 $642k
Caterpillar Inc (149123101) 4,457 $607k
JPMORGAN CHASE & CO (46625H100) 5,140 $575k
WORKDAY INC COM USD0.001 CL A (98138H101) 2,602 $535k
JOHNSON & JOHNSON (478160104) 3,790 $528k
FORD MOTOR CO (345370860) 50,223 $514k
ISHARES TR S&P 500 VAL ETF (464287408) 4,367 $509k
PLAINS GP HLDGS L P (72651A207) 20,225 $505k
ISHARES TR CORE S&P SCP ETF (464287804) 6,181 $484k
BP PLC (055622104) 11,426 $476k
KIMBERLY CLARK CORP (494368103) 3,563 $475k
ALLSTATE CORP (020002101) 4,658 $474k
Alphabet Inc (02079K107) 431 $466k
UNITED TECHNOLOGIES (913017109) 3,561 $464k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 9,084 $458k
UNION PAC CORP (907818108) 2,704 $457k
INTEL CORP (458140100) 9,250 $443k
ISHARES TR (46435G326) 7,580 $415k
CISCO SYSTEMS INC (17275R102) 7,251 $397k
DISCOVER FINL SVCS (254709108) 5,057 $392k
DANAHER CORP (235851102) 2,731 $390k
VANGUARD MUN BD FD INC (922907746) 7,000 $371k
MORGAN STANLEY (617446448) 8,363 $366k
ABBOTT LABS (002824100) 4,135 $348k
SPDR Portfolio Emerging Market (78463X509) 9,695 $347k
UNITEDHEALTH GRP INC (91324P102) 1,358 $331k
Bank of America Corp. (060505104) 11,418 $331k
ISHARES TR RUS MID CAP ETF (464287499) 5,593 $312k
NORTHROP GRUMMAN CO (666807102) 953 $308k
AMERICAN TOWER CORP NEW (03027X100) 1,497 $306k
PEPSICO INC (713448108) 2,324 $305k
ORACLE CORP (68389X105) 5,252 $299k
AMERIPRISE FINL INC (03076C106) 1,989 $289k
LAM RESEARCH CORP (512807108) 1,520 $285k
ROCKWELL AUTOMATION (773903109) 1,659 $272k
GLOBAL PARTNERS LP (37946R109) 13,500 $269k
INGERSOLL-RAND PLC (G47791101) 2,089 $265k
NIKE INC (654106103) 3,144 $264k
WALMART INC COM (931142103) 2,368 $262k
IQIYI INC (46267X108) 12,500 $258k
DISNEY WALT CO (254687106) 1,822 $254k
SPDR GOLD TR GOLD (78463V107) 1,794 $239k
HONEYWELL INTL INC (438516106) 1,317 $230k
VISA INC COM CL A (92826C839) 1,310 $227k
LOWES CO (548661107) 2,231 $225k
ISHARES TR S&P 500 GRWT ETF (464287309) 1,251 $224k
ANTHEM INC (036752103) 728 $205k
MERCK & CO INC (58933Y105) 2,422 $203k
WELLS FARGO CO NEW (949746101) 4,267 $202k
RAYTHEON (755111507) 1,152 $200k
HERITAGE COMMERCE CORP (426927109) 13,901 $170k
ALPS ALERIAN MLP ETF (00162Q866) 16,655 $164k
Freeport-McMoRan Inc (35671D857) 10,359 $120k
NOKIA CORP (654902204) 10,000 $50k
RIGEL PHARMACEUTICL (766559603) 17,000 $44k

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