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AT&T Inc.
AT&T Inc.
Holdings: 2%
Value: about $4,200
Purchased: September of 2019
Info: AT&T Inc. is an American multinational conglomerate holding company headquartered at Whitacre Tower in Downtown Dallas, Texas. -Wikipedia
Alibaba
Alibaba
Holdings: 2%
Value: about $3300
Purchased: December of 2017
Info: Alibaba Group Holding Limited is a Chinese multinational conglomerate holding company specializing in e-commerce, retail, Internet, and technology. -Wikipedia
Axon Enterprises
Axon Enterprises
Holdings: 13%
Value: about $29,350
Purchased: December of 2018
Info: Axon Enterprise, Inc. is a Scottsdale, Arizona-based company which develops technology and weapons products for law enforcement and civilians. Its initial product and former namesake is Taser, a line of electroshock weapons. -Wikipedia
Electronic Arts
Electronic Arts
Holdings: 2%
Value: about $4,700
Purchased: March of 2019
Info: Electronic Arts Inc. is an American video game company headquartered in Redwood City, California. It is the second-largest gaming company in the Americas and Europe by revenue and market capitalization after Activision Blizzard and ahead of Take-Two Interactive and Ubisoft as of March 2018. -Wikipedia
Facebook
Facebook
Holdings: 4%
Value: about $9,200
Purchased: March of 2017
Info: Facebook, Inc. is an American online social media and social networking service company based in Menlo Park, California. It was founded by Mark Zuckerberg, along with fellow Harvard College students and roommates Eduardo Saverin, Andrew McCollum, Dustin Moskovitz and Chris Hughes. -Wikipedia
Home Depot
Home Depot
Holdings: 5%
Value: about $6,000
Purchased: March of 2017
Info: The Home Depot Inc. or Home Depot is the largest home improvement retailer in the United States, supplying tools, construction products, and services. The company is headquartered at the Atlanta Store Support Center in unincorporated Cobb County, Georgia. -Wikipedia
Intuitive Surgical
Intuitive Surgical
Holdings: 6%
Value: about $7,500
Purchased: February of 2019
Info: Intuitive Surgical Inc. is an American corporation that develops, manufactures and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. The company is part of the NASDAQ-100 and S&P 500. -Wikipedia
Lululemon
Lululemon
Holdings: 10%
Value: about $13,000
Purchased: March of 2019
(additional shares purchased in December of 2019)
Info: Lululemon Athletica inc., styled as lululemon athletica, is a Canadian athletic apparel retailer. Founded in Canada as a yoga wear retailer, Lululemon has expanded to sell its products internationally in its 460 stores and online. -Wikipedia
Microsoft
Microsoft
Holdings: 12%
Value: about $8,000
Purchased: May of 2018
Info: Microsoft Corporation is an American multinational technology company with headquarters in Redmond, Washington. It develops, manufactures, licenses, supports, and sells computer software, consumer electronics, personal computers, and related services. -Wikipedia
Square
Square
Holdings: 3%
Value: about $3,000
Purchased: November of 2018
Info: Square, Inc. is a financial services, merchant services aggregator, and mobile payment company based in San Francisco, California. The company markets several software and hardware payments products and has expanded into small business services. -Wikipedia
TPI Composites
TPI Composites
Holdings: 3%
Value: about $3,000
Purchased: November of 2018
Info: TPI Composite is a windmill blade manufacturer. They are engaged in the energy sector. -Wikipedia
Vectrus Inc.
Vectrus Inc.
Holdings: 4%
Value: about $8,900
Purchased: December 2019
Info: Vectrus is a leading provider of global service solutions in the areas of Information Technology and Network Communication services, and Facility and Logistics services. ... Vectrus brings together the best people and performance needed to get the job done. -Vectrus
Walmart
Walmart
Holdings: 3%
Value: about $7,900
Purchased: December of 2018
Info: Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores, headquartered in Bentonville, Arkansas. The company was founded by Sam Walton in 1962 and incorporated on October 31, 1969. -Wikipedia
Waste Management inc.
Waste Management inc.
Holdings: 5%
Value: about $10,800
Purchased: December 2019
Info: Waste Management, Inc. is an American waste management, comprehensive waste, and environmental services company in North America. Founded in 1968, the company is headquartered in the First City Tower in Houston, Texas. -Wikipedia
iShares Russell 3000 ETF
iShares Russell 3000 ETF
Holdings: 12%
Value: about $28,000
Info: The investment seeks to track the investment results of the Russell 3000® Index, which measures the performance of the broad U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by the advisor or its affiliates, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index. -Yahoo Finance
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