 NVIDIA CORPORATIONNVDA |
| 7.5% | 7.03% | $8.7M | 43,562 | $7.5M | 43,051 | +511+1.19% | Add |
 AMAZON COM INCAMZN |
| 4.95% | 5% | $5.7M | 24,122 | $5.3M | 25,647 | -1,525-5.95% | Reduce |
 APPLE INCAAPL |
| 4.73% | 4.58% | $5.5M | 18,984 | $4.9M | 19,255 | -271-1.41% | Reduce |
| IINVESCO QQQ TRVOO |
| 4.48% | 2.51% | $5.2M | 7,078 | $2.7M | 4,639 | +2,439+52.58% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.66% | 2.97% | $4.3M | 6,195 | $3.2M | 5,303 | +892+16.82% | Add |
| IISHARES 7-10YRIEF |
| 3.5% | 3.47% | $4.1M | 42,993 | $3.7M | 38,835 | +4,158+10.71% | Add |
 MICROSOFT CORPMSFT |
| 3.49% | 3.64% | $4.1M | 10,866 | $3.9M | 10,489 | +377+3.59% | Add |
 ALPHABET INCGOOGL |
| 2.94% | 2.95% | $3.4M | 9,565 | $3.1M | 10,938 | -1,373-12.55% | Reduce |
 BROADCOM INCAVGO |
| 2.76% | 2.57% | $3.2M | 8,502 | $2.7M | 8,852 | -350-3.95% | Reduce |
 ASML HLDG NVASML |
| 2.54% | 2.46% | $3.0M | 1,484 | $2.6M | 1,987 | -503-25.31% | Reduce |
| IISHARES MSCIQUAL |
| 2.29% | 2.66% | $2.7M | 12,136 | $2.8M | 14,810 | -2,674-18.06% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.13% | 1.77% | $2.5M | 5,165 | $1.9M | 5,580 | -415-7.44% | Reduce |
 META PLATFORMS INCMETA |
| 1.93% | 2.13% | $2.2M | 3,976 | $2.3M | 3,979 | -3-0.08% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.88% | 1.45% | $2.2M | 11,469 | $1.6M | 11,665 | -196-1.68% | Reduce |
 VISA INCV |
| 1.86% | 1.83% | $2.2M | 6,306 | $2.0M | 6,452 | -146-2.26% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.61% | 1.32% | $1.9M | 8,570 | $1.4M | 7,094 | +1,476+20.81% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.55% | 1.53% | $1.8M | 3,597 | $1.6M | 3,397 | +200+5.89% | Add |
 PALO ALTOPANW |
| 1.3% | 0.67% | $1.5M | 4,447 | $712,943 | 4,447 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.28% | 1.39% | $1.5M | 44,780 | $1.5M | 38,500 | +6,280+16.31% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 1.27% | 1.25% | $1.5M | 24,032 | $1.3M | 24,032 | 00.00% | Unchanged |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.18% | 1.29% | $1.4M | 24,214 | $1.4M | 24,214 | 00.00% | Unchanged |
| IISHARES TRLQD |
| 1.08% | 1.19% | $1.3M | 11,490 | $1.3M | 11,650 | -160-1.37% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 1.07% | 1.02% | $1.2M | 15,685 | $1.1M | 13,685 | +2,000+14.61% | Add |
 WASTE CONNECTIONS INCWCN |
| 1.02% | 1.1% | $1.2M | 7,081 | $1.2M | 7,206 | -125-1.73% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.98% | 1.12% | $1.1M | 2,803 | $1.2M | 2,803 | 00.00% | Unchanged |
 MSCI INCMSCI |
| 0.98% | 1.12% | $1.1M | 2,024 | $1.2M | 2,225 | -201-9.03% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.95% | 0.81% | $1.1M | 2,669 | $862,641 | 3,188 | -519-16.28% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.94% | 1.02% | $1.1M | 2,118 | $1.1M | 2,184 | -66-3.02% | Reduce |
| AAAON INCAAON |
| 0.92% | 0.65% | $1.1M | 8,429 | $697,500 | 8,429 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.89% | 0.22% | $1.0M | 896 | $236,572 | 700 | +196+28.00% | Add |
 FAIR ISAAC CORPFICO |
| 0.83% | 0.8% | $959,408 | 803 | $857,235 | 803 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.74% | 0.75% | $864,357 | 9,386 | $798,020 | 8,645 | +741+8.57% | Add |
| IISHARES INCEWL |
| 0.74% | 0.75% | $854,509 | 13,596 | $799,581 | 13,596 | 00.00% | Unchanged |
| NNASDAQ INCNDAQ |
| 0.72% | 0.85% | $840,931 | 10,669 | $905,691 | 10,669 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.7% | 0.67% | $817,264 | 14,343 | $713,846 | 14,643 | -300-2.05% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.68% | 0.69% | $791,592 | 2,299 | $736,944 | 2,299 | 00.00% | Unchanged |
| IISHARES U.S. HEALTHCARE ETFIYH |
| 0.67% | 0.68% | $783,682 | 11,695 | $720,880 | 11,695 | 00.00% | Unchanged |
 AUTOZONE INCAZO |
| 0.67% | 0.61% | $773,417 | 242 | $648,534 | 192 | +50+26.04% | Add |
| SSANDISK CORP COMSNDK |
| 0.65% | 0.2% | $750,331 | 330 | $209,662 | 330 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.64% | 0.51% | $739,301 | 629 | $549,369 | 629 | 00.00% | Unchanged |
| WWATSCO INCWSO |
| 0.63% | 0.6% | $731,778 | 1,756 | $638,815 | 1,756 | 00.00% | Unchanged |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.63% | 0.54% | $731,673 | 2,415 | $573,852 | 2,415 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.6% | 0.66% | $697,456 | 2,131 | $702,967 | 2,390 | -259-10.84% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.59% | 0.47% | $681,200 | 5,699 | $497,102 | 712 | +4,987+700.42% | Add |
| IISHARES TRIQLT |
| 0.57% | 0.41% | $666,001 | 13,441 | $439,370 | 9,504 | +3,937+41.42% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.54% | 0.68% | $625,105 | 11,770 | $721,030 | 11,770 | 00.00% | Unchanged |
| FFIRST TRUSTCIBR |
| 0.53% | 0.4% | $617,719 | 6,875 | $430,925 | 6,875 | 00.00% | Unchanged |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.51% | 0.23% | $597,514 | 7,277 | $242,178 | 2,933 | +4,344+148.11% | Add |
 SHOPIFY INCSHOP |
| 0.49% | 0.42% | $570,101 | 4,993 | $450,756 | 3,800 | +1,193+31.39% | Add |
 IDEXX LABS INC COMIDXX |
| 0.47% | 0.55% | $541,180 | 1,028 | $588,299 | 1,047 | -19-1.81% | Reduce |
