 NVIDIA CORPORATIONNVDA |
| 5.84% | 5.83% | $50.23B | 251.0M | $44.08B | 252.7M | -1.7M-0.67% | Reduce |
 APPLE INCAAPL |
| 5.31% | 5.34% | $45.66B | 157.8M | $40.42B | 159.3M | -1.5M-0.93% | Reduce |
 MICROSOFT CORPMSFT |
| 3.41% | 3.9% | $29.34B | 78.7M | $29.50B | 79.7M | -1.0M-1.30% | Reduce |
 ALPHABET INCGOOGL |
| 2.72% | 2.47% | $23.42B | 65.5M | $18.69B | 65.0M | +533,285+0.82% | Add |
 AMAZON COM INCAMZN |
| 2.62% | 2.62% | $22.54B | 94.6M | $19.81B | 95.1M | -545,023-0.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.15% | 1.98% | $18.48B | 52.3M | $15.02B | 52.3M | -44,061-0.08% | Reduce |
 BROADCOM INCAVGO |
| 2.12% | 1.95% | $18.20B | 48.2M | $14.74B | 47.6M | +566,832+1.19% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.45% | 0.46% | $12.48B | 10.8M | $3.51B | 10.4M | +408,872+3.93% | Add |
 META PLATFORMS INCMETA |
| 1.43% | 1.66% | $12.34B | 21.9M | $12.58B | 22.0M | -78,150-0.36% | Reduce |
 TESLA INCTSLA |
| 1.26% | 1.26% | $10.86B | 25.8M | $9.54B | 25.7M | +156,176+0.61% | Add |
 ELI LILLY & COLLY |
| 1.23% | 1.07% | $10.55B | 8.8M | $8.12B | 8.8M | -30,698-0.35% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.19% | 1.19% | $10.26B | 13.7M | $9.00B | 13.8M | -105,200-0.76% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.17% | 1.21% | $10.04B | 30.7M | $9.18B | 31.2M | -543,805-1.74% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.13% | 0.44% | $9.70B | 16.7M | $3.34B | 16.4M | +262,376+1.60% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.9% | 0.98% | $7.72B | 15.4M | $7.42B | 15.5M | -49,504-0.32% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.85% | 0.95% | $7.31B | 28.8M | $7.17B | 29.3M | -527,605-1.80% | Reduce |
| IISHARES TRIVV |
| 0.81% | 0.8% | $6.95B | 9.3M | $6.06B | 9.3M | -680-0.01% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.75% | 0.4% | $6.41B | 8.9M | $3.00B | 8.8M | +78,798+0.90% | Add |
 LAM RESEARCH CORPLRCX |
| 0.71% | 0.4% | $6.07B | 14.0M | $3.03B | 14.2M | -174,860-1.23% | Reduce |
 CATERPILLAR INCCAT |
| 0.7% | 0.53% | $6.03B | 5.7M | $4.02B | 5.7M | -14,640-0.26% | Reduce |
 VISA INCV |
| 0.7% | 0.71% | $5.99B | 17.5M | $5.33B | 17.7M | -188,134-1.07% | Reduce |
 INTEL CORPINTC |
| 0.7% | 0.26% | $5.98B | 42.8M | $1.98B | 44.9M | -2.1M-4.61% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.65% | 0.96% | $5.61B | 41.0M | $7.26B | 42.8M | -1.8M-4.11% | Reduce |
 CISCO SYS INCCSCO |
| 0.63% | 0.49% | $5.40B | 46.0M | $3.67B | 47.4M | -1.4M-2.86% | Reduce |
 ABBVIE INCABBV |
| 0.6% | 0.61% | $5.17B | 20.6M | $4.61B | 21.2M | -652,935-3.08% | Reduce |
 WALMART INCWMT |
| 0.54% | 0.69% | $4.64B | 41.0M | $5.19B | 41.8M | -775,083-1.86% | Reduce |
 KLA CORPKLAC |
| 0.54% | 0.31% | $4.63B | 15.3M | $2.31B | 1.6M | +13.8M+876.21% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.53% | 0.65% | $4.52B | 4.8M | $4.91B | 4.9M | -92,188-1.87% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.57% | $4.37B | 8.5M | $4.34B | 8.7M | -180,350-2.08% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.46% | 0.52% | $3.93B | 26.8M | $3.92B | 27.1M | -323,240-1.19% | Reduce |
 HOME DEPOT INCHD |
| 0.45% | 0.49% | $3.90B | 11.1M | $3.73B | 11.3M | -270,498-2.39% | Reduce |
| VVANGUARD FTSEVEA |
| 0.45% | 0.45% | $3.83B | 53.8M | $3.44B | 53.7M | +93,054+0.17% | Add |
 GE AEROSPACEGE |
| 0.44% | 0.39% | $3.79B | 10.2M | $2.91B | 10.3M | -114,925-1.12% | Reduce |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.44% | 0.56% | $3.77B | 76.4M | $4.24B | 76.9M | -459,894-0.60% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.42% | 0.31% | $3.64B | 8.8M | $2.38B | 8.8M | -18,852-0.21% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.42% | 0.41% | $3.58B | 9.7M | $3.12B | 9.7M | -40,907-0.42% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.41% | 0.41% | $3.56B | 62.5M | $3.08B | 63.1M | -663,414-1.05% | Reduce |
 MERCK & CO INCMRK |
| 0.39% | 0.43% | $3.38B | 26.3M | $3.26B | 27.1M | -814,305-3.01% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.32% | $3.29B | 2.8M | $2.43B | 2.8M | +13,870+0.50% | Add |
 CHEVRON CORPORATIONCVX |
| 0.37% | 0.55% | $3.21B | 19.4M | $4.20B | 20.3M | -922,779-4.55% | Reduce |
 COCA COLA COKO |
| 0.37% | 0.4% | $3.16B | 38.9M | $3.06B | 40.2M | -1.4M-3.44% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.36% | 0.35% | $3.09B | 3.1M | $2.67B | 3.2M | -103,353-3.27% | Reduce |
 ILLINOIS TOOLITW |
| 0.35% | 0.39% | $2.99B | 11.1M | $2.92B | 11.2M | -140,168-1.25% | Reduce |
 PALO ALTOPANW |
| 0.35% | 0.18% | $2.99B | 8.8M | $1.39B | 8.7M | +77,312+0.89% | Add |
 NETFLIX INCNFLX |
| 0.35% | 0.54% | $2.99B | 41.8M | $4.10B | 42.6M | -825,948-1.94% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.34% | 0.29% | $2.95B | 6.2M | $2.20B | 6.5M | -324,678-4.99% | Reduce |
| VVANGUARD FSTEVWO |
| 0.34% | 0.36% | $2.90B | 48.6M | $2.72B | 50.3M | -1.8M-3.50% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.34% | 0.1% | $2.90B | 1.3M | $784.4M | 1.2M | +39,456+3.20% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.33% | 0.33% | $2.88B | 10.2M | $2.50B | 10.3M | -77,057-0.75% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.33% | 0.24% | $2.80B | 9.4M | $1.85B | 9.5M | -130,079-1.37% | Reduce |
