 NVIDIA CORPORATIONNVDA |
| 5.59% | 5.12% | $137.6M | 687,707 | $118.3M | 678,180 | +9,527+1.40% | Add |
| IISHARES TRIVV |
| 5.47% | 3.17% | $134.6M | 179,687 | $73.3M | 112,291 | +67,396+60.02% | Add |
| IISHARES TRLQD |
| 5.17% | 5.24% | $127.4M | 1.2M | $121.1M | 1.1M | +56,490+5.08% | Add |
 APPLE INCAAPL |
| 5.01% | 4.64% | $123.3M | 426,229 | $107.2M | 422,448 | +3,781+0.90% | Add |
 MICROSOFT CORPMSFT |
| 3.32% | 3.44% | $81.7M | 219,052 | $79.6M | 214,906 | +4,146+1.93% | Add |
| IISHARES BROADUSIG |
| 3.12% | 11.61% | $76.9M | 1.5M | $268.5M | 5.2M | -3.7M-71.39% | Reduce |
 AMAZON COM INCAMZN |
| 2.77% | 2.5% | $68.2M | 285,975 | $57.9M | 277,964 | +8,011+2.88% | Add |
 ALPHABET INCGOOGL |
| 2.49% | 2.1% | $61.4M | 171,763 | $48.4M | 168,437 | +3,326+1.97% | Add |
 BROADCOM INCAVGO |
| 2.11% | 1.79% | $51.9M | 137,340 | $41.4M | 133,824 | +3,516+2.63% | Add |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.7% | $49.5M | 140,182 | $39.3M | 137,148 | +3,034+2.21% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.56% | 0.47% | $38.4M | 33,224 | $10.9M | 32,376 | +848+2.62% | Add |
 META PLATFORMS INCMETA |
| 1.49% | 1.57% | $36.6M | 64,930 | $36.2M | 63,267 | +1,663+2.63% | Add |
 TESLA INCTSLA |
| 1.47% | 1.31% | $36.2M | 86,131 | $30.4M | 81,761 | +4,370+5.34% | Add |
 ELI LILLY & COLLY |
| 1.15% | 0.92% | $28.2M | 23,539 | $21.4M | 23,214 | +325+1.40% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.13% | 0.41% | $27.8M | 47,888 | $9.5M | 46,665 | +1,223+2.62% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.11% | 1.11% | $27.4M | 54,845 | $25.6M | 53,446 | +1,399+2.62% | Add |
 JPMORGAN CHASE & COJPM |
| 1.05% | 1% | $25.8M | 78,820 | $23.2M | 78,718 | +102+0.13% | Add |
 INTEL CORPINTC |
| 0.73% | 0.24% | $18.1M | 129,279 | $5.6M | 127,861 | +1,418+1.11% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.74% | $18.0M | 71,036 | $17.0M | 69,731 | +1,305+1.87% | Add |
 APPLIED MATLS INCAMAT |
| 0.69% | 0.34% | $16.9M | 23,375 | $7.9M | 23,241 | +134+0.58% | Add |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.9% | $16.8M | 122,689 | $20.8M | 122,421 | +268+0.22% | Add |
 VISA INCV |
| 0.68% | 0.64% | $16.7M | 48,684 | $14.7M | 48,778 | -94-0.19% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.65% | 0.34% | $16.0M | 36,844 | $7.8M | 36,382 | +462+1.27% | Add |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.63% | 0.76% | $15.6M | 297,278 | $17.6M | 335,337 | -38,059-11.35% | Reduce |
 WALMART INCWMT |
| 0.6% | 0.68% | $14.7M | 129,371 | $15.7M | 126,069 | +3,302+2.62% | Add |
 CATERPILLAR INCCAT |
| 0.58% | 0.41% | $14.3M | 13,389 | $9.5M | 13,417 | -28-0.21% | Reduce |
 CISCO SYS INCCSCO |
| 0.57% | 0.39% | $14.1M | 119,859 | $9.1M | 117,692 | +2,167+1.84% | Add |
 ABBVIE INCABBV |
| 0.53% | 0.48% | $13.1M | 52,197 | $11.2M | 51,334 | +863+1.68% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.5% | 0.5% | $12.3M | 23,921 | $11.6M | 23,310 | +611+2.62% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.55% | $12.3M | 13,125 | $12.8M | 12,862 | +263+2.04% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.49% | 0.31% | $12.2M | 29,272 | $7.1M | 26,368 | +2,904+11.01% | Add |
 KLA CORPKLAC |
| 0.47% | 0.24% | $11.6M | 38,571 | $5.6M | 3,814 | +34,757+911.30% | Add |
 GE AEROSPACEGE |
| 0.46% | 0.37% | $11.4M | 30,450 | $8.6M | 30,141 | +309+1.03% | Add |
| BBANK OF AMER CORPBAC |
| 0.45% | 0.41% | $11.1M | 195,293 | $9.4M | 192,684 | +2,609+1.35% | Add |
 HOME DEPOT INCHD |
| 0.42% | 0.41% | $10.4M | 29,607 | $9.5M | 28,851 | +756+2.62% | Add |
 PROCTER & GAMBLE COPG |
| 0.41% | 0.43% | $10.1M | 68,746 | $9.8M | 68,063 | +683+1.00% | Add |
| SSANDISK CORP COMSNDK |
| 0.39% | 0.11% | $9.7M | 4,253 | $2.5M | 3,907 | +346+8.86% | Add |
 COCA COLA COKO |
| 0.38% | 0.37% | $9.4M | 115,638 | $8.6M | 112,688 | +2,950+2.62% | Add |
 MERCK & CO INCMRK |
| 0.38% | 0.38% | $9.4M | 72,931 | $8.8M | 73,011 | -80-0.11% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.3% | $9.3M | 7,931 | $6.9M | 7,923 | +8+0.10% | Add |
 CHEVRON CORPORATIONCVX |
| 0.37% | 0.49% | $9.1M | 54,681 | $11.2M | 54,288 | +393+0.72% | Add |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.37% | 1.37% | $9.1M | 311,928 | $31.6M | 1.1M | -777,140-71.36% | Reduce |
 NETFLIX INCNFLX |
| 0.36% | 0.51% | $8.8M | 123,707 | $11.8M | 122,805 | +902+0.73% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.35% | 0.31% | $8.6M | 8,502 | $7.2M | 8,514 | -12-0.14% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.34% | 0.32% | $8.4M | 46,328 | $7.5M | 45,145 | +1,183+2.62% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.34% | 0.19% | $8.4M | 13,091 | $4.5M | 16,648 | -3,557-21.37% | Reduce |
 PALO ALTOPANW |
| 0.33% | 0.16% | $8.1M | 23,786 | $3.6M | 22,525 | +1,261+5.60% | Add |
 TEXAS INSTRS INCTXN |
| 0.33% | 0.22% | $8.1M | 27,025 | $5.1M | 26,335 | +690+2.62% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.32% | 0.28% | $7.8M | 27,667 | $6.5M | 26,960 | +707+2.62% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.31% | 0.11% | $7.7M | 25,715 | $2.5M | 25,042 | +673+2.69% | Add |
