| KSM, Inc. (JOINT) |
Property acquisition and management |
Business Ownership |
$25,000 - $50,000 |
| Garden Isle Disposal, Inc (SPOUSE) |
Trash Company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Altervex Inc |
Analytic process automation |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Mongodb Inc. |
Software and data |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Franklin Dynatech ADV Mutual Funds |
Innovation and New Technology |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Franklin Strategic Income Mutual Fund |
U.S. & Foreign securities |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Guardant Health Inc. |
Laboratory Testing |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Mercadolibre Inc |
online commerce ecosystem |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Take-Two Interactive |
American publisher, developer and distributor of video games |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Starbucks |
Roaster and retail of coffee |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Okta Inc |
provider of service |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Teledue Health Inc |
Healthcare |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Shopify |
Online service builder |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Netflix |
entertainment |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| The Trade Desk Inc |
Technology |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| docu sign |
e-sign |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Apple |
American multinational technology company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Amgen Inc. |
Biotechnology company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Amazon |
E-commerce company |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Dataday Inc. |
monitoring service for cloud-scale applications |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Disney |
Mass media company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Fiver |
Israeli online marketplace |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| General Electric |
Multinational conglomerate company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Guardant Health |
precision oncology company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Home Depot |
Home Improvement Company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| McCormick & Co |
Food Company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Pager Duty |
Computer software company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Pintrest |
Social networking service |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Repay Holdings Corp |
payments technology company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Axon Enterprises |
payments technology company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Karyopharm Therapeutics Inc |
oral Selective Inhibitor of Nuclear Export (SINE) medicine |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| TEAM |
Australian software company |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Crowdstrike Holdings Inc |
cybersecurity technology company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Lemonade Inc. |
Insurance |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Zoom Video Communications, Inc |
Communication technology |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Direxion |
provider of financial products |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Air B & B |
Online platform for rental accommodations |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| ASML Holdings |
supplier of Photolithography systems |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Datadog |
Monitoring platform for cloud application |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Digital Ocean |
American cloud infrastructure provider |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| ETSY |
e-commerce site for handmade goods |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| GE Healthcare |
global medical tech Company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Hubspot |
marketing sofware |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Mastercard Inc. |
Mastercard |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| novocure |
oncology - Therapy for solid tumors |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Snowflake inc |
cloud-based warehousing startup |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Taiwan Semiconductor |
semiconductor foundry |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Raymond James |
Investment Banking Company |
Stocks, Bonds or Mutual Funds |
$150,000 - $250,000 |
| Nvidia |
multinational technology company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Principal |
financial investment management and insurance company |
Stocks, Bonds or Mutual Funds |
$50,000 - $100,000 |
| Arista Network |
computer networking company |
Stocks, Bonds or Mutual Funds |
$25,000 - $50,000 |
| Google |
multinational technology company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Kinsale Cap Gr |
Insurance Co |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Moderna |
pharmaceutical and biotechnology company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Microsoft |
multinational technology corporation |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Paycom software Inc |
online payroll and human resource software provider |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Pubmatic Inc. |
develops and implements online advertising software |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Transmedic Group Inc. |
medical technology company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| Tesla |
multinational automotive and clean energy company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |
| Toast Inc |
cloud-based restaurant management software company |
Stocks, Bonds or Mutual Funds |
$1,000 - $10,000 |
| ZSCALLER inc |
cloud security company |
Stocks, Bonds or Mutual Funds |
$10,000 - $25,000 |