| IINVESCO QQQ TRVOO |
| 15.24% | 14.13% | $63.0M | 85,578 | $49.7M | 86,038 | -460-0.53% | Reduce |
 APPLE INCAAPL |
| 9.47% | 9.73% | $39.2M | 135,311 | $34.2M | 134,763 | +548+0.41% | Add |
 AMAZON COM INCAMZN |
| 5.41% | 6.02% | $22.4M | 93,883 | $21.2M | 101,640 | -7,757-7.63% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.15% | 4.28% | $17.2M | 32,857 | $15.1M | 32,509 | +348+1.07% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.97% | 2.9% | $12.3M | 17,880 | $10.2M | 17,081 | +799+4.68% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.89% | 3.6% | $11.9M | 12,764 | $12.7M | 12,702 | +62+0.49% | Add |
 TESLA INCTSLA |
| 2.79% | 3.49% | $11.5M | 27,413 | $12.3M | 33,010 | -5,597-16.96% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 2.59% | 2.65% | $10.7M | 174,996 | $9.3M | 170,625 | +4,371+2.56% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 2.31% | 2.52% | $9.5M | 60,356 | $8.9M | 59,826 | +530+0.89% | Add |
 VISA INCV |
| 2.1% | 2.18% | $8.7M | 25,332 | $7.6M | 25,308 | +24+0.09% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.01% | 2.04% | $8.3M | 41,511 | $7.2M | 41,194 | +317+0.77% | Add |
 BROADCOM INCAVGO |
| 1.74% | 1.65% | $7.2M | 19,072 | $5.8M | 18,737 | +335+1.79% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 1.7% | 1% | $7.0M | 10,964 | $3.5M | 10,747 | +217+2.02% | Add |
| AAlphabet Inc Class CGOOG |
| 1.66% | 1.56% | $6.9M | 19,393 | $5.5M | 19,130 | +263+1.37% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.59% | 1.62% | $6.6M | 8,790 | $5.7M | 8,743 | +47+0.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.46% | 0.3% | $6.0M | 5,220 | $1.1M | 3,165 | +2,055+64.93% | Add |
| VVANGUARD WORLD FDVGT |
| 1.42% | 1.15% | $5.9M | 49,253 | $4.1M | 5,820 | +43,433+746.27% | Add |
| IISHARES TRIVV |
| 1.37% | 1.23% | $5.7M | 7,564 | $4.3M | 6,622 | +942+14.23% | Add |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 1.36% | 1.16% | $5.6M | 69,597 | $4.1M | 59,655 | +9,942+16.67% | Add |
 VANECK ETF TRUSTSMH |
| 1.32% | 0.79% | $5.4M | 8,302 | $2.8M | 7,227 | +1,075+14.87% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.25% | 1.45% | $5.2M | 10,082 | $5.1M | 10,234 | -152-1.49% | Reduce |
 CATERPILLAR INCCAT |
| 1.22% | 0.91% | $5.1M | 4,753 | $3.2M | 4,506 | +247+5.48% | Add |
 META PLATFORMS INCMETA |
| 1.21% | 1.42% | $5.0M | 8,869 | $5.0M | 8,727 | +142+1.63% | Add |
 MICROSOFT CORPMSFT |
| 1.03% | 1.23% | $4.3M | 11,444 | $4.3M | 11,694 | -250-2.14% | Reduce |
| IISHARES TRDGRO |
| 0.82% | 0.9% | $3.4M | 44,911 | $3.2M | 44,943 | -32-0.07% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.82% | 1.02% | $3.4M | 10,778 | $3.6M | 10,944 | -166-1.52% | Reduce |
 ALPHABET INCGOOGL |
| 0.79% | 0.74% | $3.3M | 9,125 | $2.6M | 9,092 | +33+0.36% | Add |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.77% | 0.33% | $3.2M | 10,485 | $1.1M | 4,840 | +5,645+116.63% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.71% | 1.03% | $2.9M | 5,731 | $3.6M | 5,983 | -252-4.21% | Reduce |
 WASTE MGMT INC DELWM |
| 0.66% | 0.8% | $2.7M | 12,285 | $2.8M | 12,273 | +12+0.10% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.65% | 0.75% | $2.7M | 11,411 | $2.6M | 12,225 | -814-6.66% | Reduce |
| IISHARES TRIUSB |
| 0.64% | 0.67% | $2.6M | 57,214 | $2.3M | 50,711 | +6,503+12.82% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.61% | 0.56% | $2.5M | 2,496 | $2.0M | 2,328 | +168+7.22% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.57% | 0.47% | $2.4M | 4,927 | $1.7M | 4,901 | +26+0.53% | Add |
| VVANGUARD MIDVO |
| 0.55% | 0.65% | $2.3M | 28,370 | $2.3M | 7,909 | +20,461+258.71% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.51% | 0.52% | $2.1M | 24,421 | $1.8M | 4,185 | +20,236+483.54% | Add |
| BBLACKROCK ETF TRUSTDYNF |
| 0.5% | 0.44% | $2.1M | 30,709 | $1.5M | 26,552 | +4,157+15.66% | Add |
| IISHARES TRITA |
| 0.49% | 0.52% | $2.0M | 8,414 | $1.8M | 8,437 | -23-0.27% | Reduce |
| IISHARES TRIVW |
| 0.48% | 0.39% | $2.0M | 14,467 | $1.4M | 12,052 | +2,415+20.04% | Add |
 GE VERNOVA INCGEV |
| 0.46% | 0.35% | $1.9M | 1,633 | $1.2M | 1,405 | +228+16.23% | Add |
| IISHARES INCIEMG |
| 0.45% | 0.4% | $1.9M | 22,689 | $1.4M | 20,020 | +2,669+13.33% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.43% | 0.43% | $1.8M | 3,626 | $1.5M | 3,612 | +14+0.39% | Add |
 AUTOZONE INCAZO |
| 0.43% | 0.58% | $1.8M | 557 | $2.0M | 602 | -45-7.48% | Reduce |
| IISHARES TREFV |
| 0.43% | 0.46% | $1.8M | 23,131 | $1.6M | 21,932 | +1,199+5.47% | Add |
| IISHARES S&PIVE |
| 0.43% | 0.42% | $1.8M | 7,760 | $1.5M | 7,007 | +753+10.75% | Add |
 KLA CORPKLAC |
| 0.42% | 0.19% | $1.8M | 5,824 | $685,359 | 466 | +5,358+1,149.79% | Add |
| IISHARES TRGVI |
| 0.39% | 0.41% | $1.6M | 15,155 | $1.5M | 13,700 | +1,455+10.62% | Add |
| EETF SER SOLUTIONSQTUM |
| 0.39% | 0.27% | $1.6M | 9,747 | $964,026 | 8,984 | +763+8.49% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.38% | 0.36% | $1.6M | 4,242 | $1.3M | 3,951 | +291+7.37% | Add |
| IISHARES MSCIQUAL |
| 0.36% | 0.35% | $1.5M | 6,766 | $1.2M | 6,460 | +306+4.74% | Add |
