| SSTATE STR SPDR S&P 500 ETF TSPY |
| 12.51% | 12.13% | $15.1M | 20,120 | $13.2M | 20,201 | -81-0.40% | Reduce |
 AMAZON COM INCAMZN |
| 10.43% | 10.17% | $12.6M | 52,699 | $11.1M | 53,059 | -360-0.68% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 7.65% | 6.62% | $9.2M | 12,487 | $7.2M | 12,469 | +18+0.14% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 6.81% | 6.34% | $8.2M | 8,112 | $6.9M | 8,147 | -35-0.43% | Reduce |
 MORGAN STANLEYMS |
| 6.71% | 5.87% | $8.1M | 38,623 | $6.4M | 38,783 | -160-0.41% | Reduce |
 APPLE INCAAPL |
| 5.9% | 5.73% | $7.1M | 24,534 | $6.2M | 24,533 | +1+0.00% | Add |
 JPMORGAN CHASE & COJPM |
| 5.26% | 5.26% | $6.3M | 19,332 | $5.7M | 19,435 | -103-0.53% | Reduce |
 DRAFTKINGS INC NEWDKNG |
| 5.19% | 6.23% | $6.3M | 247,626 | $6.8M | 312,870 | -65,244-20.85% | Reduce |
| BBANK OF AMER CORPBAC |
| 5.1% | 4.87% | $6.1M | 107,797 | $5.3M | 108,576 | -779-0.72% | Reduce |
| KKLAVIYO INCKVYO |
| 5.06% | 7.6% | $6.1M | 403,166 | $8.3M | 431,608 | -28,442-6.59% | Reduce |
 WELLTOWER INC COMWELL |
| 3.29% | 3.12% | $4.0M | 17,435 | $3.4M | 17,151 | +284+1.66% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 2.52% | 1.66% | $3.0M | 11,944 | $1.8M | 11,944 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 2.48% | 2.39% | $3.0M | 14,902 | $2.6M | 14,897 | +5+0.03% | Add |
 ALPHABET INCGOOGL |
| 2.39% | 2.13% | $2.9M | 8,044 | $2.3M | 8,043 | +1+0.01% | Add |
 MICROSOFT CORPMSFT |
| 2.37% | 2.77% | $2.9M | 7,641 | $3.0M | 8,127 | -486-5.98% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 1.91% | 1.76% | $2.3M | 10,271 | $1.9M | 10,272 | -1-0.01% | Reduce |
| FFUNDSTRAT GRANNYGRNY |
| 1.79% | 1.74% | $2.2M | 78,159 | $1.9M | 79,047 | -888-1.12% | Reduce |
| IISHARES RUSSELLIWM |
| 1.71% | 1.57% | $2.1M | 6,867 | $1.7M | 6,867 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 1.24% | 1.85% | $1.5M | 9,507 | $2.0M | 10,774 | -1,267-11.76% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.22% | 1.77% | $1.5M | 12,594 | $1.9M | 13,132 | -538-4.10% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.07% | $1.4M | 4,014 | $1.2M | 4,046 | -32-0.79% | Reduce |
| IISHARES TRIVV |
| 1.18% | 1.14% | $1.4M | 1,891 | $1.2M | 1,895 | -4-0.21% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF |
| 0.99% | 0.99% | $1.2M | 14,775 | $1.1M | 15,020 | -245-1.63% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWV |
| 0.96% | 0.91% | $1.2M | 5,929 | $991,447 | 5,929 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 0.92% | 1.18% | $1.1M | 20,876 | $1.3M | 20,876 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.6% | 0.74% | $718,192 | 7,234 | $803,571 | 7,686 | -452-5.88% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.59% | 0.6% | $706,660 | 13,181 | $650,770 | 13,181 | 00.00% | Unchanged |
| IISHARES MSCI ACWI EX U.S. ETFACWX |
| 0.49% | 0.48% | $584,601 | 7,681 | $525,918 | 7,681 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 0.37% | 0.37% | $442,961 | 6,217 | $398,385 | 6,217 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVGT |
| 0.32% | 0.26% | $382,464 | 3,200 | $279,088 | 400 | +2,800+700.00% | Add |
| VVANGUARD MIDVO |
| 0.27% | — | $330,708 | 4,104 | $0 | 0 | +4,104 | New Buy |
| VVANGUARD INDEX FDSVUG |
| 0.24% | 0.22% | $284,338 | 3,300 | $240,299 | 550 | +2,750+500.00% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.2% | 0.26% | $237,046 | 3,285 | $285,202 | 3,965 | -680-17.15% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.19% | 0.19% | $229,431 | 969 | $208,526 | 970 | -1-0.10% | Reduce |
