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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘18
AMZN icon
1
Amazon
AMZN
$2.5T
275 1,097 822 173%
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$226B
193 514 321 62.5%
BABA icon
3
Alibaba
BABA
$269B
184 607 423 39.6%
NVDA icon
4
NVIDIA
NVDA
$5.01T
164 581 417 3,394%
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.9T
131 929 798 472%
VOO icon
6
Vanguard S&P 500 ETF
VOO
$968B
131 394 263 172%
MU icon
7
Micron Technology
MU
$1.04T
124 448 324 1,656%
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.91T
123 993 870 466%
QQQ icon
9
Invesco QQQ Trust
QQQ
$455B
111 437 326 299%
VTI icon
10
Vanguard Total Stock Market ETF
VTI
$654B
106 481 375 160%
IVV icon
11
iShares Core S&P 500 ETF
IVV
$876B
105 592 487 172%
HD icon
12
Home Depot
HD
$332B
74 895 821 70.7%
GS icon
13
Goldman Sachs
GS
$313B
70 527 457 381%
WMT icon
14
Walmart Inc
WMT
$871B
68 752 684 283%
BAC icon
15
Bank of America
BAC
$435B
63 858 795 120%
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
62 894 832 165%
NFLX icon
17
Netflix
NFLX
$292B
55 477 422 79.1%
ANET icon
18
Arista Networks
ANET
$219B
44 196 152 981%
VUG icon
19
Vanguard Growth ETF
VUG
$216B
42 293 251 234%
CAT icon
20
Caterpillar
CAT
$409B
41 584 543 555%
LRCX icon
21
Lam Research
LRCX
$382B
36 359 323 1,665%
JPM icon
22
JPMorgan Chase
JPM
$939B
36 1,052 1,016 239%
V icon
23
Visa
V
$677B
33 867 834 169%
TXN icon
24
Texas Instruments
TXN
$255B
28 532 504 154%
COST icon
25
Costco
COST
$415B
28 583 555 347%