Kopp Family Office as of Dec. 31, 2024
Portfolio Holdings for Kopp Family Office
Kopp Family Office holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 18.6 | $29M | 613k | 47.82 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 11.1 | $18M | 397k | 44.04 | |
| Vericel (VCEL) | 9.4 | $15M | 270k | 54.91 | |
| NeoGenomics Com New (NEO) | 8.7 | $14M | 829k | 16.48 | |
| Five9 (FIVN) | 8.6 | $14M | 332k | 40.64 | |
| Workiva Com Cl A (WK) | 7.7 | $12M | 112k | 109.50 | |
| Atlassian Corp Cl A | 7.7 | $12M | 50k | 243.38 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $11M | 108k | 96.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $9.8M | 34k | 287.82 | |
| Inspire Med Sys (INSP) | 4.8 | $7.6M | 41k | 185.38 | |
| Nutanix Cl A (NTNX) | 3.8 | $6.0M | 98k | 61.18 | |
| Miragen Therapeutics (VRDN) | 2.5 | $3.9M | 205k | 19.17 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $3.4M | 55k | 62.32 | |
| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 2.0 | $3.2M | 18k | 175.22 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $104k | 2.2k | 47.86 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $98k | 1.4k | 70.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $94k | 159.00 | 591.20 | |
| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $60k | 1.2k | 52.17 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $42k | 839.00 | 50.06 | |
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $39k | 911.00 | 42.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $16k | 141.00 | 113.48 |
