Legal Name: FORT POINT CAPITAL PARTNERS LLC
報告期間:
Jun 30, 2019
有効日:
Aug 9, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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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