SIMONBAKER & PARTNERS LLC 13F Holdings

CIK 02817450 · San Francisco, CA

As of Mar 31, 2018, SIMONBAKER & PARTNERS LLC reported 31 positions worth 1.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—31,612 .5K12.86%
ISHARES CORE S&P 500 ETFIVV—2,905$771.06.68%
ISHARES RUSSELL 1000 VALUE ETFIWD—5,155$618.05.35%
ISHARES RUSSELL MID-CAP VALUE ETFIWS—6,293$544.04.71%
FLEXSHOPPER INCFPAYQ—155,570$470.04.07%
ISHARES CORE S&P SMALL-CAP ETFIJR—5,919$456.03.95%
VANGUARD TOTAL STOCK MKT ETFVTI—3,292$447.03.87%
VISA INC-CLASS A SHARESVFinancial Services3,599$431.03.73%
AMAZON.COM INCAMZNEquity285$412.03.57%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—3,101$381.03.30%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,843$368.03.19%
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHTechnology4,243$342.02.96%
ALPHABET INCGOOGLEquity294$305.02.64%
META PLATFORMS INCMETACommunication Services1,872$299.02.59%
BOOKING HOLDINGS INCBKNGIndustrials142$295.02.55%
CME GROUP INCCMEFinancial Services1,765$285.02.47%
ISHARES RUSSELL 1000 GROWTH ETFIWF—2,085$284.02.46%
ILLUMINA INCILMNHealthcare1,166$276.02.39%
PAYPAL HOLDINGS INCPYPLFinancial Services3,526$268.02.32%
S&P GLOBAL INCSPGIFinancial Services1,399$267.02.31%
NVIDIA CORPNVDATechnology1,117$259.02.24%
VANGUARD TAX-MANAGED FUNDSVEA—5,765$255.02.21%
INTUITIVE SURGICAL INCISRGHealthcare616$254.02.20%
NIKE INCNKEConsumer Cyclical3,585$239.02.07%
EQUINIX INCEQIXReal Estate564$236.02.04%