| IISHARES TRIVV |
| 2.68% | 2.49% | $56.1M | 74,901 | $48.3M | 73,937 | +964+1.30% | Add |
NVIDIA CORPORATIONNVDA |
| 2.46% | 2.47% | $51.5M | 257,336 | $48.0M | 275,320 | -17,984-6.53% | Reduce |
APPLE INCAAPL |
| 2.46% | 2.24% | $51.4M | 177,677 | $43.5M | 171,512 | +6,165+3.59% | Add |
| IINVESCO QQQ TRVOO |
| 1.82% | 1.57% | $38.0M | 51,660 | $30.5M | 52,814 | -1,154-2.19% | Reduce |
ALPHABET INCGOOGL |
| 1.74% | 1.56% | $36.4M | 101,726 | $30.3M | 105,273 | -3,547-3.37% | Reduce |
| FFIDELITY COVINGTON TRUSTFBCG |
| 1.64% | 1.33% | $34.4M | 553,610 | $25.9M | 516,531 | +37,079+7.18% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.64% | 1.51% | $34.3M | 45,987 | $29.4M | 45,208 | +779+1.72% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.5% | 1.36% | $31.4M | 364,203 | $26.4M | 60,338 | +303,865+503.60% | Add |
| IISHARES TRIWV |
| 1.4% | 1.36% | $29.3M | 68,656 | $26.4M | 71,164 | -2,508-3.52% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.39% | 1.05% | $29.1M | 152,811 | $20.3M | 152,731 | +80+0.05% | Add |
MICROSOFT CORPMSFT |
| 1.39% | 1.48% | $29.1M | 77,996 | $28.8M | 77,872 | +124+0.16% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.22% | 1.3% | $25.6M | 51,206 | $25.1M | 52,467 | -1,261-2.40% | Reduce |
| IISHARES COREIJH |
| 1.2% | 1.59% | $25.1M | 325,484 | $30.9M | 458,188 | -132,704-28.96% | Reduce |
AMAZON COM INCAMZN |
| 1.13% | 1.05% | $23.7M | 99,436 | $20.4M | 98,041 | +1,395+1.42% | Add |
BROADCOM INCAVGO |
| 1.06% | 0.94% | $22.2M | 58,684 | $18.2M | 58,720 | -36-0.06% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 1% | 1% | $20.9M | 132,109 | $19.5M | 131,649 | +460+0.35% | Add |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.93% | 0.88% | $19.6M | 37,426 | $17.0M | 36,701 | +725+1.98% | Add |
META PLATFORMS INCMETA |
| 0.9% | 0.98% | $18.8M | 33,408 | $19.0M | 33,122 | +286+0.86% | Add |
| VVANGUARD FSTEVWO |
| 0.87% | 0.85% | $18.3M | 305,790 | $16.4M | 304,088 | +1,702+0.56% | Add |
JPMORGAN CHASE & COJPM |
| 0.86% | 0.82% | $17.9M | 54,774 | $15.9M | 54,126 | +648+1.20% | Add |
| VVANGUARD MIDVO |
| 0.78% | 0.73% | $16.3M | 202,011 | $14.2M | 49,414 | +152,597+308.81% | Add |
| CCAPITAL GROUP DIVIDEND VALUECCBG |
| 0.74% | 0.67% | $15.5M | 314,047 | $13.0M | 304,615 | +9,432+3.10% | Add |
| SSCHWAB USSCHX |
| 0.69% | 0.62% | $14.4M | 490,607 | $12.1M | 471,088 | +19,519+4.14% | Add |
| IISHARES TRIMCG |
| 0.68% | 0.56% | $14.3M | 145,713 | $10.9M | 138,725 | +6,988+5.04% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.68% | 0.66% | $14.2M | 303,529 | $12.9M | 274,077 | +29,452+10.75% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.65% | 0.59% | $13.7M | 19,884 | $11.4M | 19,131 | +753+3.94% | Add |
ELI LILLY & COLLY |
| 0.65% | 0.33% | $13.5M | 11,271 | $6.5M | 7,015 | +4,256+60.67% | Add |
KLA CORPKLAC |
| 0.64% | 0.46% | $13.3M | 44,202 | $8.8M | 6,001 | +38,201+636.58% | Add |
MICRON TECHNOLOGY INCMU |
| 0.6% | 0.2% | $12.6M | 10,949 | $3.8M | 11,379 | -430-3.78% | Reduce |
| SSPDR GOLD TRGLD |
| 0.59% | 0.74% | $12.4M | 33,718 | $14.3M | 33,207 | +511+1.54% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.57% | 0.55% | $12.0M | 55,208 | $10.7M | 54,346 | +862+1.59% | Add |
| IISHARES TRIJJ |
| 0.57% | 0.55% | $11.8M | 80,133 | $10.7M | 80,683 | -550-0.68% | Reduce |
| AAMERICAN CENTY ETF TRAVLV |
| 0.56% | 0.51% | $11.8M | 129,630 | $9.9M | 123,347 | +6,283+5.09% | Add |
| IISHARES COREIJR |
| 0.56% | 0.58% | $11.8M | 79,415 | $11.3M | 90,584 | -11,169-12.33% | Reduce |
CORNING INCGLW |
| 0.55% | 0.28% | $11.6M | 45,238 | $5.4M | 40,062 | +5,176+12.92% | Add |
| CCORE SCIENTIFIC INC NEWCORZ |
| 0.54% | 0.19% | $11.3M | 441,939 | $3.6M | 243,939 | +198,000+81.17% | Add |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.47% | $11.1M | 31,522 | $9.1M | 31,726 | -204-0.64% | Reduce |
EXXON MOBIL CORPXOM |
| 0.52% | 0.74% | $10.9M | 79,922 | $14.4M | 84,608 | -4,686-5.54% | Reduce |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.52% | 0.48% | $10.9M | 265,218 | $9.2M | 259,896 | +5,322+2.05% | Add |
ADVANCED MICRO DEVICES INCAMD |
| 0.52% | 0.25% | $10.9M | 18,742 | $4.9M | 23,947 | -5,205-21.74% | Reduce |
| IISHARES TRIEFA |
| 0.51% | 0.5% | $10.7M | 110,385 | $9.7M | 107,274 | +3,111+2.90% | Add |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 0.5% | 0.4% | $10.5M | 65,241 | $7.7M | 68,631 | -3,390-4.94% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.58% | $10.5M | 11,234 | $11.4M | 11,397 | -163-1.43% | Reduce |
| IISHARES TRIEI |
| 0.5% | 0.47% | $10.4M | 88,452 | $9.1M | 76,706 | +11,746+15.31% | Add |
| VVANGUARD FTSEVEA |
| 0.48% | 0.46% | $10.0M | 140,368 | $8.9M | 138,314 | +2,054+1.49% | Add |
VISA INCV |
| 0.46% | 0.46% | $9.7M | 28,232 | $8.9M | 29,360 | -1,128-3.84% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.46% | 0.35% | $9.7M | 20,228 | $6.7M | 19,928 | +300+1.51% | Add |
JOHNSON & JOHNSONJNJ |
| 0.45% | 0.45% | $9.5M | 37,265 | $8.6M | 35,360 | +1,905+5.39% | Add |
| FFIRST TR EXCHANGE TRADED FDSDVY |
| 0.44% | 0.46% | $9.2M | 214,270 | $8.9M | 224,997 | -10,727-4.77% | Reduce |
CHEVRON CORPORATIONCVX |
| 0.44% | 0.73% | $9.2M | 55,320 | $14.2M | 68,592 | -13,272-19.35% | Reduce |