BERKSHIRE HATHAWAY INC DELBRK.B |
| 9.71% | 10.05% | $100.5M | 200,882 | $95.1M | 198,544 | +2,338+1.18% | Add |
AMAZON COM INCAMZN |
| 9.26% | 8.82% | $95.8M | 401,973 | $83.5M | 401,053 | +920+0.23% | Add |
| AAlphabet Inc Class CGOOG |
| 8.05% | 7.4% | $83.3M | 235,795 | $70.1M | 244,280 | -8,485-3.47% | Reduce |
NVIDIA CORPORATIONNVDA |
| 8.03% | 7.6% | $83.1M | 415,391 | $72.0M | 412,624 | +2,767+0.67% | Add |
APPLE INCAAPL |
| 7.75% | 7.5% | $80.2M | 277,192 | $71.0M | 279,620 | -2,428-0.87% | Reduce |
META PLATFORMS INCMETA |
| 7.23% | 7.38% | $74.8M | 132,836 | $69.9M | 122,134 | +10,702+8.76% | Add |
| IISHARES TRICSH |
| 6.69% | 6.3% | $69.2M | 1.4M | $59.6M | 1.2M | +190,053+16.13% | Add |
AMERICAN EXPRESS COAXP |
| 5.35% | 5.17% | $55.4M | 163,779 | $49.0M | 161,839 | +1,940+1.20% | Add |
MICROSOFT CORPMSFT |
| 5.3% | 4.81% | $54.8M | 147,040 | $45.5M | 122,966 | +24,074+19.58% | Add |
UBER TECHNOLOGIES INCUBER |
| 3.38% | 3.65% | $35.0M | 484,844 | $34.5M | 480,068 | +4,776+0.99% | Add |
PALO ALTOPANW |
| 3.27% | 1.68% | $33.8M | 99,117 | $15.9M | 99,354 | -237-0.24% | Reduce |
AIR PRODUCTS AND CHEMICALS IAPD |
| 3.01% | 3.29% | $31.2M | 106,414 | $31.2M | 107,265 | -851-0.79% | Reduce |
RTX CORPORATIONRTX |
| 2.68% | 3.04% | $27.7M | 145,998 | $28.7M | 149,000 | -3,002-2.01% | Reduce |
VISA INCV |
| 2.46% | 2.3% | $25.5M | 74,346 | $21.7M | 71,931 | +2,415+3.36% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.92% | 1.91% | $19.8M | 125,484 | $18.1M | 122,013 | +3,471+2.84% | Add |
HERSHEY CO COMHSY |
| 1.89% | 2.38% | $19.6M | 111,568 | $22.5M | 108,434 | +3,134+2.89% | Add |
NETFLIX INCNFLX |
| 1.79% | 2.59% | $18.5M | 259,047 | $24.5M | 254,824 | +4,223+1.66% | Add |
JOHNSON & JOHNSONJNJ |
| 1.68% | 1.77% | $17.4M | 68,370 | $16.7M | 68,372 | -2-0.00% | Reduce |
HOME DEPOT INCHD |
| 1.34% | 0.08% | $13.9M | 39,285 | $745,653 | 2,267 | +37,018+1,632.91% | Add |
PALANTIR TECHNOLOGIES INCPLTR |
| 1.17% | 1.54% | $12.1M | 103,982 | $14.6M | 99,945 | +4,037+4.04% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.56% | 0.53% | $5.8M | 7,824 | $5.0M | 7,718 | +106+1.37% | Add |
| IINVESCO QQQ TRVOO |
| 0.55% | 0.47% | $5.7M | 7,753 | $4.4M | 7,683 | +70+0.91% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.54% | 0.51% | $5.5M | 14,981 | $4.9M | 15,185 | -204-1.34% | Reduce |
CATERPILLAR INCCAT |
| 0.53% | 0.39% | $5.5M | 5,143 | $3.6M | 5,145 | -2-0.04% | Reduce |
WALMART INCWMT |
| 0.38% | 0.47% | $4.0M | 34,927 | $4.5M | 36,031 | -1,104-3.06% | Reduce |
TESLA INCTSLA |
| 0.3% | 0.29% | $3.1M | 7,481 | $2.8M | 7,449 | +32+0.43% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.27% | 0.34% | $2.8M | 48,882 | $3.3M | 55,775 | -6,893-12.36% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.26% | 0.23% | $2.7M | 30,794 | $2.2M | 5,018 | +25,776+513.67% | Add |
EATON CORP PLCETN |
| 0.25% | 0.23% | $2.6M | 6,061 | $2.2M | 6,061 | 00.00% | Unchanged |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.24% | 0.19% | $2.4M | 2,618 | $1.8M | 1,827 | +791+43.30% | Add |
VANECK ETF TRUSTSMH |
| 0.21% | 0.13% | $2.2M | 3,300 | $1.3M | 3,300 | 00.00% | Unchanged |
CATHAY GEN BANCORPCATY |
| 0.19% | 0.16% | $1.9M | 31,125 | $1.6M | 31,125 | 00.00% | Unchanged |
PROCTER & GAMBLE COPG |
| 0.18% | 0.2% | $1.9M | 12,833 | $1.9M | 12,833 | 00.00% | Unchanged |
BROADCOM INCAVGO |
| 0.15% | 0.13% | $1.5M | 4,028 | $1.2M | 4,008 | +20+0.50% | Add |
| VVANGUARD SMALLVBR |
| 0.12% | 0.12% | $1.3M | 5,262 | $1.1M | 5,278 | -16-0.30% | Reduce |
EMERSON ELEC COEMR |
| 0.12% | 0.12% | $1.2M | 8,555 | $1.1M | 8,555 | 00.00% | Unchanged |
ELI LILLY & COLLY |
| 0.11% | 0.1% | $1.2M | 989 | $909,190 | 988 | +1+0.10% | Add |
JPMORGAN CHASE & COJPM |
| 0.11% | 0.11% | $1.2M | 3,617 | $1.0M | 3,555 | +62+1.74% | Add |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.11% | 0.08% | $1.1M | 2,336 | $789,451 | 2,336 | 00.00% | Unchanged |
MERCK & CO INCMRK |
| 0.1% | 0.1% | $1.0M | 8,077 | $970,735 | 8,070 | +7+0.09% | Add |
MASTERCARD INCORPORATEDMA |
| 0.1% | 0.12% | $1.0M | 1,951 | $1.1M | 2,279 | -328-14.39% | Reduce |
SNOWFLAKE INC COM SHSSNOW |
| 0.1% | 0.07% | $996,113 | 3,914 | $681,103 | 4,516 | -602-13.33% | Reduce |
PPG INDS INCPPG |
| 0.1% | 0.09% | $984,511 | 8,117 | $867,545 | 8,117 | 00.00% | Unchanged |
CARRIER GLOBALCARR |
| 0.09% | 0.08% | $969,027 | 13,211 | $743,911 | 13,211 | 00.00% | Unchanged |
CHEVRON CORPORATIONCVX |
| 0.09% | 0.12% | $925,288 | 5,582 | $1.1M | 5,472 | +110+2.01% | Add |
MORGAN STANLEYMS |
| 0.09% | 0.08% | $917,058 | 4,387 | $721,969 | 4,387 | 00.00% | Unchanged |
ASML HLDG NVASML |
| 0.08% | 0.06% | $799,755 | 402 | $525,812 | 398 | +4+1.01% | Add |
CROWDSTRIKE HLDGS INCCRWD |
| 0.08% | 0.04% | $781,455 | 1,024 | $410,711 | 1,052 | -28-2.66% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.07% | 0.08% | $748,850 | 1 | $718,140 | 1 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 0.07% | 0.05% | $741,313 | 3,891 | $489,869 | 3,686 | +205+5.56% | Add |