 NVIDIA CORPORATIONNVDA |
| 23.01% | 28.33% | $29.7M | 148,587 | $25.3M | 144,835 | +3,752+2.59% | Add |
 WESTERN DIGITAL CORPWDC |
| 15.2% | 8.61% | $19.6M | 30,747 | $7.7M | 28,370 | +2,377+8.38% | Add |
| VVANGUARD INDEX FDSVOO |
| 12.29% | 14.21% | $15.9M | 23,126 | $12.7M | 21,193 | +1,933+9.12% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 7.41% | 7.72% | $9.6M | 50,290 | $6.9M | 51,805 | -1,515-2.92% | Reduce |
| IINVESCO QQQ TRVOO |
| 7.12% | 8.78% | $9.2M | 12,500 | $7.8M | 13,562 | -1,062-7.83% | Reduce |
| IISHARES TRIEFA |
| 5.65% | 6.03% | $7.3M | 75,584 | $5.4M | 59,358 | +16,226+27.34% | Add |
| SSTATE STREETSPMD |
| 5.47% | 4.85% | $7.1M | 104,595 | $4.3M | 73,010 | +31,585+43.26% | Add |
| IISHARES TREEM |
| 5.38% | — | $6.9M | 101,561 | $0 | 0 | +101,561 | New Buy |
 ARISTA NETWORKS INCANET |
| 5.37% | 5.23% | $6.9M | 40,861 | $4.7M | 37,983 | +2,878+7.58% | Add |
| SSTATE STREETSPSM |
| 4.98% | 4% | $6.4M | 111,660 | $3.6M | 73,872 | +37,788+51.15% | Add |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 4.43% | 7.24% | $5.7M | 59,358 | $6.5M | 67,387 | -8,029-11.91% | Reduce |
 APPLE INCAAPL |
| 1.29% | 1.65% | $1.7M | 5,752 | $1.5M | 5,781 | -29-0.50% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.51% | — | $660,254 | 572 | $0 | 0 | +572 | New Buy |
 MARRIOTT INTL INC NEWMAR |
| 0.41% | 0.52% | $525,991 | 1,419 | $463,306 | 1,417 | +2+0.14% | Add |
 HILTON WORLDWIDE HLDGS INCHLT |
| 0.41% | 0.55% | $524,507 | 1,587 | $490,336 | 1,613 | -26-1.61% | Reduce |
| SSPDR SERIES TRUSTSPYG |
| 0.25% | 0.3% | $326,828 | 2,747 | $268,626 | 2,744 | +3+0.11% | Add |
| DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS |
| 0.24% | 0.3% | $313,553 | 3,827 | $270,678 | 3,817 | +10+0.26% | Add |
| SSTATE STREETSPYV |
| 0.22% | 0.29% | $282,035 | 4,639 | $261,503 | 4,622 | +17+0.37% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.19% | 0.26% | $244,304 | 938 | $231,771 | 938 | 00.00% | Unchanged |
| IISHARES INCRING |
| 0.18% | — | $232,828 | 7,552 | $0 | 0 | +7,552 | New Buy |
