 NVIDIA CORPORATIONNVDA |
| 6.74% | 7.08% | $9.8M | 49,099 | $8.5M | 48,918 | +181+0.37% | Add |
 APPLE INCAAPL |
| 6.27% | 6.65% | $9.1M | 31,576 | $8.0M | 31,599 | -23-0.07% | Reduce |
 ALPHABET INCGOOGL |
| 5.53% | 5.34% | $8.1M | 22,560 | $6.4M | 22,402 | +158+0.71% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.67% | 1.64% | $6.8M | 5,894 | $2.0M | 5,857 | +37+0.63% | Add |
| VVANGUARD WORLD FDVGT |
| 4.37% | 3.86% | $6.4M | 53,233 | $4.7M | 6,672 | +46,561+697.86% | Add |
 MICROSOFT CORPMSFT |
| 3.09% | 3.62% | $4.5M | 12,090 | $4.4M | 11,802 | +288+2.44% | Add |
 AMAZON COM INCAMZN |
| 2.77% | 2.86% | $4.0M | 16,926 | $3.4M | 16,550 | +376+2.27% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.66% | 1.11% | $3.9M | 6,667 | $1.3M | 6,565 | +102+1.55% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.62% | 2.71% | $3.8M | 5,107 | $3.3M | 5,024 | +83+1.65% | Add |
 META PLATFORMS INCMETA |
| 2.42% | 2.91% | $3.5M | 6,263 | $3.5M | 6,131 | +132+2.15% | Add |
 BROADCOM INCAVGO |
| 2.42% | 2.38% | $3.5M | 9,328 | $2.9M | 9,274 | +54+0.58% | Add |
| SSCHWAB USSCHX |
| 2.27% | 2.38% | $3.3M | 112,281 | $2.9M | 111,785 | +496+0.44% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.91% | 2.46% | $2.8M | 2,973 | $3.0M | 2,979 | -6-0.20% | Reduce |
 VISA INCV |
| 1.8% | 1.94% | $2.6M | 7,649 | $2.3M | 7,750 | -101-1.30% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.6% | 1.57% | $2.3M | 6,581 | $1.9M | 6,606 | -25-0.38% | Reduce |
 TESLA INCTSLA |
| 1.57% | 1.6% | $2.3M | 5,431 | $1.9M | 5,199 | +232+4.46% | Add |
| SSCHWAB USSCHA |
| 1.46% | 1.4% | $2.1M | 58,863 | $1.7M | 58,113 | +750+1.29% | Add |
 JPMORGAN CHASE & COJPM |
| 1.37% | 1.5% | $2.0M | 6,086 | $1.8M | 6,152 | -66-1.07% | Reduce |
| VVANGUARD WORLD FDVCR |
| 1.33% | 1.45% | $1.9M | 4,874 | $1.7M | 4,871 | +3+0.06% | Add |
| VVANGUARD WORLD FDVFH |
| 1.31% | 1.46% | $1.9M | 14,490 | $1.8M | 14,570 | -80-0.55% | Reduce |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 1.21% | 1.31% | $1.8M | 34,790 | $1.6M | 31,218 | +3,572+11.44% | Add |
 WALMART INCWMT |
| 1.14% | 1.49% | $1.7M | 14,689 | $1.8M | 14,473 | +216+1.49% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.14% | 0.97% | $1.7M | 8,691 | $1.2M | 8,836 | -145-1.64% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.14% | 0.59% | $1.7M | 2,288 | $715,652 | 2,094 | +194+9.26% | Add |
 PALO ALTOPANW |
| 1.06% | 0.58% | $1.5M | 4,541 | $704,927 | 4,397 | +144+3.27% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.99% | 1.16% | $1.4M | 30,709 | $1.4M | 29,708 | +1,001+3.37% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 0.94% | 0.93% | $1.4M | 37,062 | $1.1M | 36,083 | +979+2.71% | Add |
| IISHARES TRIVV |
| 0.93% | 0.98% | $1.3M | 1,801 | $1.2M | 1,801 | 00.00% | Unchanged |
 UNITED RENTALS INCURI |
| 0.81% | 0.63% | $1.2M | 1,039 | $760,165 | 1,043 | -4-0.38% | Reduce |
 AMPHENOL CORPAPH |
| 0.79% | 0.69% | $1.1M | 6,489 | $832,647 | 6,590 | -101-1.53% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.76% | 0.45% | $1.1M | 1,448 | $548,136 | 1,404 | +44+3.13% | Add |
 DANAHER CORP DEL COMDHR |
| 0.75% | 0.91% | $1.1M | 5,699 | $1.1M | 5,779 | -80-1.38% | Reduce |
 ELI LILLY & COLLY |
| 0.74% | 0.67% | $1.1M | 905 | $806,560 | 877 | +28+3.19% | Add |
| CCITIGROUP INCC |
| 0.73% | 0.71% | $1.1M | 7,551 | $855,376 | 7,542 | +9+0.12% | Add |
 HOME DEPOT INCHD |
| 0.72% | 0.81% | $1.1M | 2,985 | $977,496 | 2,972 | +13+0.44% | Add |
| VVANGUARD HEALTHVHT |
| 0.71% | 0.79% | $1.0M | 3,441 | $947,436 | 3,479 | -38-1.09% | Reduce |
 BLACKROCK INC COMBLK |
| 0.67% | 0.82% | $982,799 | 1,022 | $991,216 | 1,031 | -9-0.87% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.67% | 0.75% | $972,040 | 3,827 | $909,200 | 3,720 | +107+2.88% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.63% | 0.69% | $923,346 | 4,602 | $828,348 | 4,541 | +61+1.34% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.62% | 0.88% | $909,867 | 17,132 | $1.1M | 17,276 | -144-0.83% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.62% | 0.78% | $908,436 | 8,480 | $940,490 | 8,484 | -4-0.05% | Reduce |
 NETFLIX INCNFLX |
| 0.59% | 0.97% | $866,368 | 12,134 | $1.2M | 12,105 | +29+0.24% | Add |
 AVANTIS INTLNGG |
| 0.57% | 0.61% | $828,156 | 9,284 | $741,303 | 8,738 | +546+6.25% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.55% | 0.69% | $801,218 | 1,598 | $832,700 | 1,694 | -96-5.67% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.54% | 0.62% | $788,332 | 4,423 | $741,906 | 176 | +4,247+2,413.07% | Add |
| QQUALCOMM INCQCOM |
| 0.53% | 0.45% | $774,951 | 4,194 | $540,138 | 4,194 | 00.00% | Unchanged |
| IINVESCO EXCH TRD SLF IDX FDBSCS |
| 0.52% | 0.62% | $761,059 | 37,371 | $743,518 | 36,406 | +965+2.65% | Add |
 RTX CORPORATIONRTX |
| 0.51% | 0.64% | $750,143 | 3,954 | $768,040 | 3,982 | -28-0.70% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSCR |
| 0.5% | 0.59% | $727,679 | 37,098 | $710,022 | 36,179 | +919+2.54% | Add |
| SSTATE STREETXLI |
| 0.49% | 0.51% | $707,484 | 3,819 | $617,709 | 3,819 | 00.00% | Unchanged |
