 NVIDIA CORPORATIONNVDA |
| 4.56% | 4.81% | $25.9M | 129,660 | $23.4M | 134,151 | -4,491-3.35% | Reduce |
 APPLE INCAAPL |
| 4.45% | 4.56% | $25.3M | 87,454 | $22.2M | 87,420 | +34+0.04% | Add |
 ALPHABET INCGOOGL |
| 3.5% | 3.33% | $19.9M | 55,762 | $16.2M | 56,285 | -523-0.93% | Reduce |
 MICROSOFT CORPMSFT |
| 3.02% | 3.61% | $17.2M | 46,079 | $17.5M | 47,354 | -1,275-2.69% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.88% | 2.38% | $16.4M | 34,343 | $11.6M | 34,303 | +40+0.12% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.52% | 1.83% | $14.4M | 20,914 | $8.9M | 14,890 | +6,024+40.46% | Add |
| IISHARES RUSSELLIWM |
| 2.2% | 1.81% | $12.5M | 41,698 | $8.8M | 35,480 | +6,218+17.53% | Add |
 AMAZON COM INCAMZN |
| 2.15% | 2.2% | $12.2M | 51,255 | $10.7M | 51,265 | -10-0.02% | Reduce |
 BROADCOM INCAVGO |
| 1.88% | 1.8% | $10.7M | 28,345 | $8.8M | 28,303 | +42+0.15% | Add |
 ELI LILLY & COLLY |
| 1.86% | 1.68% | $10.6M | 8,838 | $8.1M | 8,857 | -19-0.21% | Reduce |
| IISHARES TRIVV |
| 1.62% | 2.05% | $9.2M | 12,340 | $9.9M | 15,226 | -2,886-18.95% | Reduce |
| IISHARES INCIEMG |
| 1.43% | 1.23% | $8.2M | 98,540 | $6.0M | 85,866 | +12,674+14.76% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.39% | 1.24% | $7.9M | 37,230 | $6.0M | 31,462 | +5,768+18.33% | Add |
| VVANGUARD FTSEVEA |
| 1.38% | 0.96% | $7.9M | 110,196 | $4.7M | 72,810 | +37,386+51.35% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.37% | 0.41% | $7.8M | 6,750 | $2.0M | 5,932 | +818+13.79% | Add |
 META PLATFORMS INCMETA |
| 1.23% | 1.48% | $7.0M | 12,442 | $7.2M | 12,568 | -126-1.00% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.18% | 0.75% | $6.7M | 76,663 | $3.7M | 9,984 | +66,679+667.86% | Add |
 LAM RESEARCH CORPLRCX |
| 1.18% | 0.68% | $6.7M | 15,518 | $3.3M | 15,451 | +67+0.43% | Add |
 TESLA INCTSLA |
| 1.11% | 1.16% | $6.3M | 15,012 | $5.7M | 15,231 | -219-1.44% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.08% | 0.44% | $6.2M | 10,628 | $2.1M | 10,492 | +136+1.30% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.07% | 1.24% | $6.1M | 12,198 | $6.0M | 12,548 | -350-2.79% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.97% | 1.02% | $5.5M | 16,805 | $4.9M | 16,775 | +30+0.18% | Add |
 CATERPILLAR INCCAT |
| 0.94% | 0.74% | $5.3M | 5,019 | $3.6M | 5,111 | -92-1.80% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.92% | 0.62% | $5.2M | 24,079 | $3.0M | 15,255 | +8,824+57.84% | Add |
| IISHARES TRIWY |
| 0.88% | 1.02% | $5.0M | 17,293 | $5.0M | 19,982 | -2,689-13.46% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.87% | 1.28% | $4.9M | 36,113 | $6.2M | 36,598 | -485-1.33% | Reduce |
| IISHARES TRIEFA |
| 0.86% | 1.1% | $4.9M | 50,648 | $5.3M | 58,988 | -8,340-14.14% | Reduce |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.8% | 0.67% | $4.6M | 89,772 | $3.3M | 64,645 | +25,127+38.87% | Add |
 VISA INCV |
| 0.68% | 0.67% | $3.8M | 11,201 | $3.3M | 10,840 | +361+3.33% | Add |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 0.62% | 0.53% | $3.5M | 69,240 | $2.6M | 50,665 | +18,575+36.66% | Add |
| SSANDISK CORP COMSNDK |
| 0.58% | 0.19% | $3.3M | 1,453 | $930,385 | 1,464 | -11-0.75% | Reduce |
 GE AEROSPACEGE |
| 0.56% | 0.51% | $3.2M | 8,549 | $2.5M | 8,728 | -179-2.05% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.56% | $3.0M | 8,490 | $2.7M | 9,513 | -1,023-10.75% | Reduce |
 WALMART INCWMT |
| 0.53% | 0.71% | $3.0M | 26,388 | $3.4M | 27,593 | -1,205-4.37% | Reduce |
| IISHARES S&PIVE |
| 0.51% | 0.69% | $2.9M | 12,899 | $3.3M | 15,835 | -2,936-18.54% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.51% | 0.26% | $2.9M | 4,576 | $1.2M | 4,591 | -15-0.33% | Reduce |
 NETFLIX INCNFLX |
| 0.5% | 0.83% | $2.9M | 39,983 | $4.0M | 41,971 | -1,988-4.74% | Reduce |
 ASML HLDG NVASML |
| 0.5% | 0.35% | $2.9M | 1,433 | $1.7M | 1,294 | +139+10.74% | Add |
 ABBVIE INCABBV |
| 0.49% | 0.47% | $2.8M | 10,979 | $2.3M | 10,527 | +452+4.29% | Add |
| BBANK OF AMER CORPBAC |
| 0.48% | 0.49% | $2.7M | 47,801 | $2.4M | 49,063 | -1,262-2.57% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.47% | 0.46% | $2.7M | 2,651 | $2.3M | 2,665 | -14-0.53% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.47% | 0.57% | $2.7M | 2,838 | $2.8M | 2,778 | +60+2.16% | Add |
 INTEL CORPINTC |
| 0.46% | 0.15% | $2.6M | 18,770 | $746,503 | 16,916 | +1,854+10.96% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.45% | 0.17% | $2.5M | 8,554 | $829,101 | 8,371 | +183+2.19% | Add |
 CHEVRON CORPORATIONCVX |
| 0.44% | 0.64% | $2.5M | 15,066 | $3.1M | 15,076 | -10-0.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.43% | 0.17% | $2.5M | 3,423 | $816,044 | 2,388 | +1,035+43.34% | Add |
 MERCK & CO INCMRK |
| 0.41% | 0.45% | $2.3M | 17,958 | $2.2M | 17,993 | -35-0.19% | Reduce |
 GE VERNOVA INCGEV |
| 0.4% | 0.35% | $2.3M | 1,938 | $1.7M | 1,937 | +1+0.05% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.4% | 0.45% | $2.3M | 4,393 | $2.2M | 4,393 | 00.00% | Unchanged |
 SHELL PLCSHEL |
| 0.34% | 0.49% | $2.0M | 25,294 | $2.4M | 25,870 | -576-2.23% | Reduce |
