 NVIDIA CORPORATIONNVDA |
| 6.64% | 6.63% | $20.5M | 102,632 | $15.9M | 91,089 | +11,543+12.67% | Add |
 APPLE INCAAPL |
| 5.52% | 5.71% | $17.1M | 59,004 | $13.7M | 53,903 | +5,101+9.46% | Add |
 ALPHABET INCGOOGL |
| 2.91% | 3.22% | $9.0M | 25,208 | $7.7M | 26,808 | -1,600-5.97% | Reduce |
 AMAZON COM INCAMZN |
| 2.85% | 3.06% | $8.8M | 36,938 | $7.3M | 35,187 | +1,751+4.98% | Add |
 MICROSOFT CORPMSFT |
| 2.55% | 3.27% | $7.9M | 21,156 | $7.8M | 21,174 | -18-0.09% | Reduce |
 BROADCOM INCAVGO |
| 2.07% | 2.29% | $6.4M | 16,959 | $5.5M | 17,705 | -746-4.21% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.9% | $6.1M | 17,197 | $4.6M | 15,882 | +1,315+8.28% | Add |
 TESLA INCTSLA |
| 1.81% | 2.13% | $5.6M | 13,302 | $5.1M | 13,764 | -462-3.36% | Reduce |
| IISHARES TRITOT |
| 1.61% | 1.8% | $5.0M | 30,260 | $4.3M | 30,260 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 1.58% | 0.65% | $4.9M | 4,238 | $1.6M | 4,606 | -368-7.99% | Reduce |
 META PLATFORMS INCMETA |
| 1.46% | 2.07% | $4.5M | 8,013 | $5.0M | 8,665 | -652-7.52% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.42% | 1.2% | $4.4M | 13,371 | $2.9M | 9,790 | +3,581+36.58% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.23% | 0.51% | $3.8M | 6,551 | $1.2M | 6,011 | +540+8.98% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.2% | 1.38% | $3.7M | 7,421 | $3.3M | 6,919 | +502+7.26% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.16% | 0.96% | $3.6M | 4,815 | $2.3M | 3,531 | +1,284+36.36% | Add |
 ELI LILLY & COLLY |
| 1.15% | 1.09% | $3.6M | 2,966 | $2.6M | 2,832 | +134+4.73% | Add |
 EXXON MOBIL CORPXOM |
| 1.07% | 1.53% | $3.3M | 24,126 | $3.7M | 21,627 | +2,499+11.56% | Add |
 LAM RESEARCH CORPLRCX |
| 0.98% | 0.6% | $3.0M | 6,998 | $1.4M | 6,690 | +308+4.60% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.76% | 0.65% | $2.3M | 9,232 | $1.5M | 6,335 | +2,897+45.73% | Add |
 APPLIED MATLS INCAMAT |
| 0.67% | 0.39% | $2.1M | 2,851 | $926,004 | 2,709 | +142+5.24% | Add |
 VISA INCV |
| 0.67% | 0.69% | $2.1M | 5,996 | $1.7M | 5,463 | +533+9.76% | Add |
 WALMART INCWMT |
| 0.65% | 0.86% | $2.0M | 17,839 | $2.1M | 16,620 | +1,219+7.33% | Add |
 ABBVIE INCABBV |
| 0.65% | 0.69% | $2.0M | 7,933 | $1.7M | 7,603 | +330+4.34% | Add |
 CISCO SYS INCCSCO |
| 0.64% | 0.54% | $2.0M | 16,949 | $1.3M | 16,782 | +167+1.00% | Add |
 KLA CORPKLAC |
| 0.62% | 0.36% | $1.9M | 6,398 | $858,415 | 583 | +5,815+997.43% | Add |
 CATERPILLAR INCCAT |
| 0.62% | 0.52% | $1.9M | 1,804 | $1.2M | 1,748 | +56+3.20% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.6% | 0.81% | $1.8M | 1,977 | $1.9M | 1,939 | +38+1.96% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.6% | 0.67% | $1.8M | 4,997 | $1.6M | 4,997 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVGT |
| 0.6% | 0.56% | $1.8M | 15,431 | $1.3M | 1,915 | +13,516+705.80% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.56% | 0.55% | $1.7M | 2,534 | $1.3M | 2,214 | +320+14.45% | Add |
 GE AEROSPACEGE |
| 0.53% | 0.5% | $1.6M | 4,414 | $1.2M | 4,240 | +174+4.10% | Add |
| IISHARES TRIVV |
| 0.51% | 0.56% | $1.6M | 2,106 | $1.3M | 2,044 | +62+3.03% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.48% | 0.4% | $1.5M | 3,120 | $969,331 | 2,868 | +252+8.79% | Add |
| BBANK OF AMER CORPBAC |
| 0.48% | 0.4% | $1.5M | 25,895 | $966,516 | 19,826 | +6,069+30.61% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.47% | 0.41% | $1.5M | 1,445 | $975,539 | 1,153 | +292+25.33% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.47% | 0.59% | $1.5M | 28,812 | $1.4M | 28,386 | +426+1.50% | Add |
| TTANGO THERAPEUTICS INCTNGX |
| 0.47% | 0.4% | $1.4M | 46,369 | $970,039 | 46,369 | 00.00% | Unchanged |
| IISHARES RUSSELLIWF |
| 0.46% | 0.51% | $1.4M | 11,532 | $1.2M | 2,855 | +8,677+303.92% | Add |
 INTEL CORPINTC |
| 0.44% | 0.13% | $1.4M | 9,806 | $308,102 | 6,982 | +2,824+40.45% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.44% | 0.53% | $1.4M | 2,651 | $1.3M | 2,566 | +85+3.31% | Add |
 COCA COLA COKO |
| 0.41% | 0.43% | $1.3M | 15,502 | $1.0M | 13,512 | +1,990+14.73% | Add |
 CHEVRON CORPORATIONCVX |
| 0.4% | 0.64% | $1.2M | 7,520 | $1.5M | 7,413 | +107+1.44% | Add |
| IINVESCO QQQ TRVOO |
| 0.4% | 0.35% | $1.2M | 1,686 | $839,278 | 1,454 | +232+15.96% | Add |
 RTX CORPORATIONRTX |
| 0.4% | 0.53% | $1.2M | 6,541 | $1.3M | 6,572 | -31-0.47% | Reduce |
 NETFLIX INCNFLX |
| 0.39% | 0.72% | $1.2M | 17,016 | $1.7M | 17,852 | -836-4.68% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.34% | $1.2M | 1,002 | $803,068 | 920 | +82+8.91% | Add |
 MERCK & CO INCMRK |
| 0.36% | 0.33% | $1.1M | 8,628 | $801,085 | 6,660 | +1,968+29.55% | Add |
 ANALOG DEVICES INC COMADI |
| 0.35% | 0.35% | $1.1M | 2,746 | $847,685 | 2,665 | +81+3.04% | Add |
 NEWMONT CORPNEM |
| 0.35% | 0.51% | $1.1M | 11,444 | $1.2M | 11,191 | +253+2.26% | Add |
 HOME DEPOT INCHD |
| 0.34% | 0.43% | $1.0M | 2,961 | $1.0M | 3,102 | -141-4.55% | Reduce |
