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 |
3M CO | COM | 88579Y101 | 5,792 | 36,157 | SH | DFND | 1 | 36,157 | 0 | 0 | |
ABBOTT LABS | COM | 002824100 | 1,277 | 11,737 | SH | DFND | 1 | 11,737 | 0 | 0 | |
ABBVIE INC | COM | 00287Y109 | 757 | 8,643 | SH | DFND | 1 | 8,643 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,295 | 40,707 | SH | DFND | 1 | 40,707 | 0 | 0 | |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 10,401 | 21,207 | SH | DFND | 1 | 21,207 | 0 | 0 | |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 35,892 | 233,822 | SH | DFND | 1 | 233,822 | 0 | 0 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 253 | 851 | SH | DFND | 1 | 851 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 260,444 | 885,925 | SH | DFND | 1 | 885,925 | 0 | 0 | |
ALICO INC | COM | 016230104 | 1,156 | 40,391 | SH | DFND | 1 | 40,391 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 11,797 | 8,049 | SH | DFND | 1 | 8,049 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 327,146 | 222,609 | SH | DFND | 1 | 222,609 | 0 | 0 | |
ALPS ETF TR | ALERIAN MLP | 00162Q452 | 15,480 | 774,760 | SH | DFND | 1 | 774,760 | 0 | 0 | |
ALTERYX INC | COM CL A | 02156B103 | 636 | 5,604 | SH | DFND | 1 | 5,604 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 410,484 | 130,365 | SH | DFND | 1 | 130,365 | 0 | 0 | |
AMGEN INC | COM | 031162100 | 377 | 1,483 | SH | DFND | 1 | 1,483 | 0 | 0 | |
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 201 | 4,500 | SH | DFND | 1 | 4,500 | 0 | 0 | |
APPLE INC | COM | 037833100 | 19,813 | 171,083 | SH | DFND | 1 | 171,083 | 0 | 0 | |
ARES CAPITAL CORP | COM | 04010L103 | 3,145 | 225,476 | SH | DFND | 1 | 225,476 | 0 | 0 | |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 5,519 | 14,945 | SH | DFND | 1 | 14,945 | 0 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 329 | 6,002 | SH | DFND | 1 | 6,002 | 0 | 0 | |
ATLASSIAN CORP PLC | CL A | G06242104 | 5,313 | 29,225 | SH | DFND | 1 | 29,225 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 1,140 | 4,936 | SH | DFND | 1 | 4,936 | 0 | 0 | |
BAXTER INTL INC | COM | 071813109 | 247 | 3,067 | SH | DFND | 1 | 3,067 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 3,200 | 10 | SH | DFND | 1 | 10 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 10,694 | 50,220 | SH | DFND | 1 | 50,220 | 0 | 0 | |
BK OF AMERICA CORP | COM | 060505104 | 323 | 13,427 | SH | DFND | 1 | 13,427 | 0 | 0 | |
BLACKROCK INC | COM | 09247X101 | 786 | 1,395 | SH | DFND | 1 | 1,395 | 0 | 0 | |
BLACKROCK TCP CAPITAL CORP | COM | 09259E108 | 336 | 34,248 | SH | DFND | 1 | 34,248 | 0 | 0 | |
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 17,263 | 330,703 | SH | DFND | 1 | 330,703 | 0 | 0 | |
BOOKING HOLDINGS INC | COM | 09857L108 | 82,918 | 48,471 | SH | DFND | 1 | 48,471 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 869 | 2,386 | SH | DFND | 1 | 2,386 | 0 | 0 | |
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 1,838 | 55,606 | SH | DFND | 1 | 55,606 | 0 | 0 | |
CABLE ONE INC | COM | 12685J105 | 1,112 | 590 | SH | DFND | 1 | 590 | 0 | 0 | |
CARGURUS INC | COM CL A | 141788109 | 248 | 11,457 | SH | DFND | 1 | 11,457 | 0 | 0 | |
CARMAX INC | COM | 143130102 | 1,792 | 19,494 | SH | DFND | 1 | 19,494 | 0 | 0 | |
CELANESE CORP DEL | COM | 150870103 | 231 | 2,149 | SH | DFND | 1 | 2,149 | 0 | 0 | |
CENTENE CORP DEL | COM | 15135B101 | 308 | 5,287 | SH | DFND | 1 | 5,287 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 353,443 | 566,107 | SH | DFND | 1 | 566,107 | 0 | 0 | |
CLOUDFLARE INC | CL A COM | 18915M107 | 8,027 | 195,490 | SH | DFND | 1 | 195,490 | 0 | 0 | |
COCA COLA CO | COM | 191216100 | 4,526 | 91,678 | SH | DFND | 1 | 91,678 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 243,352 | 5,260,527 | SH | DFND | 1 | 5,260,527 | 0 | 0 | |
CONOCOPHILLIPS | COM | 20825C104 | 254 | 7,730 | SH | DFND | 1 | 7,730 | 0 | 0 | |
CREDIT ACCEP CORP MICH | COM | 225310101 | 271 | 800 | SH | DFND | 1 | 800 | 0 | 0 | |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 354 | 2,126 | SH | DFND | 1 | 2,126 | 0 | 0 | |
DANAHER CORPORATION | COM | 235851102 | 16,207 | 75,267 | SH | DFND | 1 | 75,267 | 0 | 0 | |
DATADOG INC | CL A COM | 23804L103 | 315 | 3,082 | SH | DFND | 1 | 3,082 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 201 | 907 | SH | DFND | 1 | 907 | 0 | 0 | |
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 502 | 3,650 | SH | DFND | 1 | 3,650 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 503 | 4,056 | SH | DFND | 1 | 4,056 | 0 | 0 | |
DOCUSIGN INC | COM | 256163106 | 306 | 1,423 | SH | DFND | 1 | 1,423 | 0 | 0 | |
DONALDSON INC | COM | 257651109 | 743 | 16,000 | SH | DFND | 1 | 16,000 | 0 | 0 | |
DOVER CORP | COM | 260003108 | 861 | 7,944 | SH | DFND | 1 | 7,944 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 318 | 2,440 | SH | DFND | 1 | 2,440 | 0 | 0 | |
ENSTAR GROUP LIMITED | SHS | G3075P101 | 258 | 1,600 | SH | DFND | 1 | 1,600 | 0 | 0 | |
EPAM SYS INC | COM | 29414B104 | 520 | 1,610 | SH | DFND | 1 | 1,610 | 0 | 0 | |
EQUINIX INC | COM | 29444U700 | 21,204 | 27,895 | SH | DFND | 1 | 27,895 | 0 | 0 | |
ETSY INC | COM | 29786A106 | 4,697 | 38,618 | SH | DFND | 1 | 38,618 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 248,422 | 948,536 | SH | DFND | 1 | 948,536 | 0 | 0 | |
FASTLY INC | CL A | 31188V100 | 248 | 2,648 | SH | DFND | 1 | 2,648 | 0 | 0 | |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 30,069 | 204,262 | SH | DFND | 1 | 204,262 | 0 | 0 | |
FISERV INC | COM | 337738108 | 10,198 | 98,959 | SH | DFND | 1 | 98,959 | 0 | 0 | |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 253 | 4,500 | SH | DFND | 1 | 4,500 | 0 | 0 | |
GENERAL DYNAMICS CORP | COM | 369550108 | 4,833 | 34,912 | SH | DFND | 1 | 34,912 | 0 | 0 | |
GENERAL ELECTRIC CO | COM | 369604103 | 1,160 | 186,147 | SH | DFND | 1 | 186,147 | 0 | 0 | |
GOLUB CAP BDC INC | COM | 38173M102 | 2,957 | 223,322 | SH | DFND | 1 | 223,322 | 0 | 0 | |
HCA HEALTHCARE INC | COM | 40412C101 | 306 | 2,454 | SH | DFND | 1 | 2,454 | 0 | 0 | |
HERSHEY CO | COM | 427866108 | 361 | 2,520 | SH | DFND | 1 | 2,520 | 0 | 0 | |
HOME DEPOT INC | COM | 437076102 | 915 | 3,294 | SH | DFND | 1 | 3,294 | 0 | 0 | |
HONEYWELL INTL INC | COM | 438516106 | 552 | 3,354 | SH | DFND | 1 | 3,354 | 0 | 0 | |
HUMANA INC | COM | 444859102 | 420 | 1,015 | SH | DFND | 1 | 1,015 | 0 | 0 | |
ILLUMINA INC | COM | 452327109 | 4,507 | 14,581 | SH | DFND | 1 | 14,581 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 677 | 13,082 | SH | DFND | 1 | 13,082 | 0 | 0 | |
INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 46137V258 | 739 | 15,073 | SH | DFND | 1 | 15,073 | 0 | 0 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,849 | 24,650 | SH | DFND | 1 | 24,650 | 0 | 0 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,849 | 35,018 | SH | DFND | 1 | 35,018 | 0 | 0 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 4,342 | 72,021 | SH | DFND | 1 | 72,021 | 0 | 0 | |
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 14,590 | 250,088 | SH | DFND | 1 | 250,088 | 0 | 0 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 254 | 3,616 | SH | DFND | 1 | 3,616 | 0 | 0 | |
ISHARES TR | CORE S&P TTL STK | 464287150 | 2,963 | 39,253 | SH | DFND | 1 | 39,253 | 0 | 0 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 7,786 | 65,950 | SH | DFND | 1 | 65,950 | 0 | 0 | |
ISHARES TR | MSCI ACWI ETF | 464288257 | 7,651 | 95,729 | SH | DFND | 1 | 95,729 | 0 | 0 | |
ISHARES TR | MSCI ACWI EX US | 464288240 | 415 | 9,017 | SH | DFND | 1 | 9,017 | 0 | 0 | |
ISHARES TR | MSCI EAFE ETF | 464287465 | 2,761 | 43,381 | SH | DFND | 1 | 43,381 | 0 | 0 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 579 | 2,671 | SH | DFND | 1 | 2,671 | 0 | 0 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 1,874 | 15,868 | SH | DFND | 1 | 15,868 | 0 | 0 | |
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 381 | 1,720 | SH | DFND | 1 | 1,720 | 0 | 0 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 206 | 2,078 | SH | DFND | 1 | 2,078 | 0 | 0 | |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 513 | 2,969 | SH | DFND | 1 | 2,969 | 0 | 0 | |
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 332 | 4,102 | SH | DFND | 1 | 4,102 | 0 | 0 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,046 | 6,985 | SH | DFND | 1 | 6,985 | 0 | 0 | |
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 941 | 4,807 | SH | DFND | 1 | 4,807 | 0 | 0 | |
ISHARES TR | S&P 100 ETF | 464287101 | 939 | 6,028 | SH | DFND | 1 | 6,028 | 0 | 0 | |
ISHARES TR | S&P MC 400GR ETF | 464287606 | 452 | 1,889 | SH | DFND | 1 | 1,889 | 0 | 0 | |
ISHARES TR | S&P SML 600 GWT | 464287887 | 441 | 2,500 | SH | DFND | 1 | 2,500 | 0 | 0 | |
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 8,188 | 75,749 | SH | DFND | 1 | 75,749 | 0 | 0 | |
ISHARES TR | U.S. TECH ETF | 464287721 | 411 | 1,366 | SH | DFND | 1 | 1,366 | 0 | 0 | |
JD.COM INC | SPON ADR CL A | 47215P106 | 2,907 | 37,460 | SH | DFND | 1 | 37,460 | 0 | 0 | |
JOHNSON & JOHNSON | COM | 478160104 | 25,698 | 172,607 | SH | DFND | 1 | 172,607 | 0 | 0 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 993 | 10,319 | SH | DFND | 1 | 10,319 | 0 | 0 | |
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 224,487 | 1,192,368 | SH | DFND | 1 | 1,192,368 | 0 | 0 | |
LENDINGCLUB CORP | COM NEW | 52603A208 | 157 | 33,428 | SH | DFND | 1 | 33,428 | 0 | 0 | |
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 24,746 | 174,499 | SH | DFND | 1 | 174,499 | 0 | 0 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 20,574 | 144,002 | SH | DFND | 1 | 144,002 | 0 | 0 | |
LOCKHEED MARTIN CORP | COM | 539830109 | 651 | 1,699 | SH | DFND | 1 | 1,699 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 256,150 | 1,544,372 | SH | DFND | 1 | 1,544,372 | 0 | 0 | |
MARKEL CORP | COM | 570535104 | 255 | 262 | SH | DFND | 1 | 262 | 0 | 0 | |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,666 | 16,755 | SH | DFND | 1 | 16,755 | 0 | 0 | |
MATCH GROUP INC NEW | COM | 57667L107 | 3,031 | 27,395 | SH | DFND | 1 | 27,395 | 0 | 0 | |
MCDONALDS CORP | COM | 580135101 | 1,049 | 4,779 | SH | DFND | 1 | 4,779 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 11,824 | 10,923 | SH | DFND | 1 | 10,923 | 0 | 0 | |
MERCK & CO. INC | COM | 58933Y105 | 1,102 | 13,282 | SH | DFND | 1 | 13,282 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 290,967 | 1,383,384 | SH | DFND | 1 | 1,383,384 | 0 | 0 | |
MONDELEZ INTL INC | CL A | 609207105 | 5,179 | 90,155 | SH | DFND | 1 | 90,155 | 0 | 0 | |
MONGODB INC | CL A | 60937P106 | 32,820 | 141,766 | SH | DFND | 1 | 141,766 | 0 | 0 | |
MOODYS CORP | COM | 615369105 | 156,353 | 539,429 | SH | DFND | 1 | 539,429 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 8,098 | 16,195 | SH | DFND | 1 | 16,195 | 0 | 0 | |
NEW MTN FIN CORP | COM | 647551100 | 182 | 19,010 | SH | DFND | 1 | 19,010 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 95,015 | 756,847 | SH | DFND | 1 | 756,847 | 0 | 0 | |
NORFOLK SOUTHN CORP | COM | 655844108 | 407 | 1,904 | SH | DFND | 1 | 1,904 | 0 | 0 | |
NORTHROP GRUMMAN CORP | COM | 666807102 | 44,128 | 139,873 | SH | DFND | 1 | 139,873 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 960 | 1,773 | SH | DFND | 1 | 1,773 | 0 | 0 | |
OKTA INC | CL A | 679295105 | 655 | 3,065 | SH | DFND | 1 | 3,065 | 0 | 0 | |
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 125,802 | 272,841 | SH | DFND | 1 | 272,841 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 1,258 | 5,140 | SH | DFND | 1 | 5,140 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 10,441 | 52,994 | SH | DFND | 1 | 52,994 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 456 | 3,292 | SH | DFND | 1 | 3,292 | 0 | 0 | |
PFIZER INC | COM | 717081103 | 693 | 18,870 | SH | DFND | 1 | 18,870 | 0 | 0 | |
PLURALSIGHT INC | COM CL A | 72941B106 | 190 | 11,072 | SH | DFND | 1 | 11,072 | 0 | 0 | |
PPG INDS INC | COM | 693506107 | 207 | 1,694 | SH | DFND | 1 | 1,694 | 0 | 0 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 8,903 | 64,055 | SH | DFND | 1 | 64,055 | 0 | 0 | |
ROPER TECHNOLOGIES INC | COM | 776696106 | 395 | 1,000 | SH | DFND | 1 | 1,000 | 0 | 0 | |
S&P GLOBAL INC | COM | 78409V104 | 106,065 | 294,136 | SH | DFND | 1 | 294,136 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 9,807 | 39,020 | SH | DFND | 1 | 39,020 | 0 | 0 | |
SCHWAB CHARLES CORP | COM | 808513105 | 55,238 | 1,524,648 | SH | DFND | 1 | 1,524,648 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 335 | 2,278 | SH | DFND | 1 | 2,278 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 276 | 4,313 | SH | DFND | 1 | 4,313 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 416 | 3,943 | SH | DFND | 1 | 3,943 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 246 | 3,202 | SH | DFND | 1 | 3,202 | 0 | 0 | |
SEMPRA ENERGY | COM | 816851109 | 320 | 2,707 | SH | DFND | 1 | 2,707 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 67,296 | 138,755 | SH | DFND | 1 | 138,755 | 0 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 28,669 | 41,147 | SH | DFND | 1 | 41,147 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 12,849 | 12,560 | SH | DFND | 1 | 12,560 | 0 | 0 | |
SHUTTERSTOCK INC | COM | 825690100 | 286 | 5,500 | SH | DFND | 1 | 5,500 | 0 | 0 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 2,060 | 11,631 | SH | DFND | 1 | 11,631 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 18,363 | 54,834 | SH | DFND | 1 | 54,834 | 0 | 0 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 4,624 | 92,716 | SH | DFND | 1 | 92,716 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 7,537 | 31,073 | SH | DFND | 1 | 31,073 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 10,064 | 61,915 | SH | DFND | 1 | 61,915 | 0 | 0 | |
SYSCO CORP | COM | 871829107 | 139,062 | 2,235,004 | SH | DFND | 1 | 2,235,004 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 576 | 7,101 | SH | DFND | 1 | 7,101 | 0 | 0 | |
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 753 | 50,953 | SH | DFND | 1 | 50,953 | 0 | 0 | |
TEXAS INSTRS INC | COM | 882508104 | 509 | 3,567 | SH | DFND | 1 | 3,567 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 238 | 538 | SH | DFND | 1 | 538 | 0 | 0 | |
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 424 | 3,493 | SH | DFND | 1 | 3,493 | 0 | 0 | |
TRANSDIGM GROUP INC | COM | 893641100 | 145,562 | 306,369 | SH | DFND | 1 | 306,369 | 0 | 0 | |
TWILIO INC | CL A | 90138F102 | 18,131 | 73,380 | SH | DFND | 1 | 73,380 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 18,555 | 416,962 | SH | DFND | 1 | 416,962 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,102 | 57,609 | SH | DFND | 1 | 57,609 | 0 | 0 | |
UNILEVER N V | N Y SHS NEW | 904784709 | 553 | 9,151 | SH | DFND | 1 | 9,151 | 0 | 0 | |
UNILEVER PLC | SPON ADR NEW | 904767704 | 300 | 4,868 | SH | DFND | 1 | 4,868 | 0 | 0 | |
UNION PAC CORP | COM | 907818108 | 1,502 | 7,627 | SH | DFND | 1 | 7,627 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 289,757 | 929,395 | SH | DFND | 1 | 929,395 | 0 | 0 | |
VANECK VECTORS ETF TR | INTRMDT MUNI ETF | 92189H201 | 2,136 | 41,667 | SH | DFND | 1 | 41,667 | 0 | 0 | |
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 2,149 | 22,988 | SH | DFND | 1 | 22,988 | 0 | 0 | |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 6,867 | 82,691 | SH | DFND | 1 | 82,691 | 0 | 0 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 285 | 1,250 | SH | DFND | 1 | 1,250 | 0 | 0 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 977 | 3,176 | SH | DFND | 1 | 3,176 | 0 | 0 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 35,037 | 205,724 | SH | DFND | 1 | 205,724 | 0 | 0 | |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 704 | 13,952 | SH | DFND | 1 | 13,952 | 0 | 0 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 73,665 | 1,703,622 | SH | DFND | 1 | 1,703,622 | 0 | 0 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 47,310 | 586,683 | SH | DFND | 1 | 586,683 | 0 | 0 | |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 6,357 | 76,735 | SH | DFND | 1 | 76,735 | 0 | 0 | |
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 37,386 | 716,615 | SH | DFND | 1 | 716,615 | 0 | 0 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 78,559 | 1,920,746 | SH | DFND | 1 | 1,920,746 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 347 | 5,841 | SH | DFND | 1 | 5,841 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 214,170 | 1,071,013 | SH | DFND | 1 | 1,071,013 | 0 | 0 | |
WALMART INC | COM | 931142103 | 11,403 | 81,500 | SH | DFND | 1 | 81,500 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 275,586 | 947,000 | SH | DFND | 1 | 947,000 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 10,246 | 47,626 | SH | DFND | 1 | 47,626 | 0 | 0 |