The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 7,406 | 17,866 | SH | SOLE | 17,866 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,235 | 1,570 | SH | SOLE | 1,570 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 6,884 | 38,767 | SH | SOLE | 38,767 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 3,681 | 18,283 | SH | SOLE | 18,283 | 0 | 0 | ||
COPART INC | COM | 217204106 | 6,211 | 40,965 | SH | SOLE | 40,965 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 7,473 | 13,163 | SH | SOLE | 13,163 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 4,568 | 29,490 | SH | SOLE | 29,490 | 0 | 0 | ||
HAWAIIAN ELEC INDUSTRIES | COM | 419870100 | 244 | 5,880 | SH | SOLE | 5,880 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 7,056 | 17,003 | SH | SOLE | 17,002 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 6,513 | 18,128 | SH | SOLE | 18,128 | 0 | 0 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,250 | 11,638 | SH | SOLE | 11,638 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,595 | 13,720 | SH | SOLE | 13,720 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 4,972 | 31,397 | SH | SOLE | 31,397 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 5,183 | 30,297 | SH | SOLE | 30,297 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 6,635 | 9,226 | SH | SOLE | 9,226 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 6,798 | 20,212 | SH | SOLE | 20,212 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 236 | 2,524 | SH | SOLE | 2,524 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 8,489 | 28,864 | SH | SOLE | 28,864 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 6,723 | 9,520 | SH | SOLE | 9,520 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,295 | 4,833 | SH | SOLE | 4,833 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 4,860 | 28,427 | SH | SOLE | 28,427 | 0 | 0 | ||
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 235 | 4,770 | SH | SOLE | 4,770 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 5,198 | 20,454 | SH | SOLE | 20,454 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 746 | 13,840 | SH | SOLE | 13,839 | 0 | 0 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 4,965 | 97,647 | SH | SOLE | 97,647 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 212 | 915 | SH | SOLE | 915 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 2,940 | 2,782 | SH | SOLE | 2,782 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 6,965 | 29,193 | SH | SOLE | 29,193 | 0 | 0 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 353 | 2,090 | SH | SOLE | 2,090 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 6,973 | 28,573 | SH | SOLE | 28,572 | 0 | 0 |