| SSTATE STR SPDR S&P 500 ETF TSPY |
| 6.77% | 6.79% | $59.25B | 79.3M | $41.99B | 64.6M | +14.8M+22.88% | Add |
| IINVESCO QQQ TRVOO |
| 5.72% | 5.15% | $50.08B | 68.0M | $31.84B | 55.2M | +12.8M+23.26% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.49% | 1.73% | $39.28B | 34.0M | $10.69B | 31.6M | +2.4M+7.59% | Add |
 TESLA INCTSLA |
| 2.72% | 3.84% | $23.80B | 56.6M | $23.76B | 63.9M | -7.3M-11.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.71% | 3.87% | $23.73B | 118.6M | $23.94B | 137.2M | -18.6M-13.57% | Reduce |
| SSANDISK CORP COMSNDK |
| 2.54% | 0.68% | $22.21B | 9.8M | $4.19B | 6.6M | +3.2M+47.99% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.21% | 0.9% | $19.31B | 33.2M | $5.57B | 27.4M | +5.9M+21.37% | Add |
 MICROSOFT CORPMSFT |
| 1.99% | 1.93% | $17.43B | 46.7M | $11.91B | 32.2M | +14.5M+45.21% | Add |
 APPLE INCAAPL |
| 1.99% | 2.27% | $17.39B | 60.1M | $14.06B | 55.4M | +4.7M+8.50% | Add |
 VANECK ETF TRUSTSMH |
| 1.89% | 0.55% | $16.51B | 25.2M | $3.37B | 8.8M | +16.4M+185.98% | Add |
 META PLATFORMS INCMETA |
| 1.64% | 2.22% | $14.39B | 25.5M | $13.71B | 24.0M | +1.6M+6.60% | Add |
| IISHARES TRIVV |
| 1.54% | 0.47% | $13.44B | 17.9M | $2.91B | 4.5M | +13.5M+302.24% | Add |
 ALPHABET INCGOOGL |
| 1.46% | 1.64% | $12.78B | 35.8M | $10.17B | 35.4M | +376,799+1.07% | Add |
| IISHARES RUSSELLIWM |
| 1.45% | 1.48% | $12.69B | 42.2M | $9.16B | 36.9M | +5.3M+14.38% | Add |
 AMAZON COM INCAMZN |
| 1.4% | 1.74% | $12.25B | 51.4M | $10.74B | 51.6M | -185,634-0.36% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.99% | 0.87% | $8.63B | 18.1M | $5.38B | 15.9M | +2.2M+13.51% | Add |
 INTEL CORPINTC |
| 0.95% | 0.39% | $8.33B | 59.6M | $2.44B | 55.2M | +4.5M+8.07% | Add |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.91% | $8.06B | 22.8M | $5.66B | 19.7M | +3.1M+15.64% | Add |
| SSPDR GOLD TRGLD |
| 0.9% | 2.4% | $7.90B | 21.4M | $14.82B | 34.4M | -13.0M-37.75% | Reduce |
 BROADCOM INCAVGO |
| 0.9% | 1.05% | $7.84B | 20.7M | $6.47B | 20.9M | -172,879-0.83% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.73% | 0.81% | $6.39B | 6.3M | $5.03B | 6.0M | +367,942+6.18% | Add |
 ELI LILLY & COLLY |
| 0.71% | 0.53% | $6.21B | 5.2M | $3.26B | 3.5M | +1.6M+46.03% | Add |
| IISHARES TRTLT |
| 0.65% | 0.69% | $5.71B | 66.0M | $4.27B | 49.3M | +16.8M+34.01% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.64% | 0.26% | $5.59B | 8.8M | $1.58B | 5.8M | +2.9M+49.78% | Add |
 CATERPILLAR INCCAT |
| 0.64% | 0.45% | $5.58B | 5.2M | $2.79B | 3.9M | +1.3M+33.15% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.62% | 0.15% | $5.43B | 18.2M | $915.0M | 9.2M | +9.0M+97.27% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.62% | 0.78% | $5.42B | 13.0M | $4.81B | 17.8M | -4.7M-26.65% | Reduce |
| IISHARES TRHYG |
| 0.61% | 0.71% | $5.31B | 66.4M | $4.39B | 55.2M | +11.2M+20.30% | Add |
 ASML HLDG NVASML |
| 0.59% | 0.55% | $5.13B | 2.6M | $3.38B | 2.6M | +21,338+0.83% | Add |
 NETFLIX INCNFLX |
| 0.58% | 1.08% | $5.04B | 70.5M | $6.68B | 69.4M | +1.1M+1.57% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.57% | 0.21% | $4.99B | 5.2M | $1.31B | 3.3M | +1.8M+55.03% | Add |
 APPLIED MATLS INCAMAT |
| 0.54% | 0.23% | $4.68B | 6.5M | $1.44B | 4.2M | +2.3M+53.36% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.49% | 0.31% | $4.31B | 5.6M | $1.90B | 4.9M | +770,997+15.83% | Add |
 JPMORGAN CHASE & COJPM |
| 0.47% | 0.58% | $4.14B | 12.6M | $3.56B | 12.1M | +557,492+4.61% | Add |
 LAM RESEARCH CORPLRCX |
| 0.45% | 0.21% | $3.91B | 9.0M | $1.33B | 6.2M | +2.8M+45.52% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.45% | 0.23% | $3.90B | 9.0M | $1.42B | 8.6M | +405,157+4.69% | Add |
 ORACLE CORPORCL |
| 0.43% | 0.48% | $3.72B | 25.4M | $2.95B | 20.0M | +5.4M+26.75% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.39% | 0.84% | $3.45B | 29.6M | $5.20B | 35.5M | -5.9M-16.71% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.39% | 0.48% | $3.45B | 6.6M | $2.94B | 6.4M | +250,119+3.93% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.39% | 0.48% | $3.41B | 3.6M | $2.95B | 3.0M | +675,866+22.79% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.38% | 0.39% | $3.30B | 6.6M | $2.43B | 5.1M | +1.5M+29.71% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.37% | — | $3.27B | 19.1M | $0 | 0 | +19.1M | New Buy |
| DDIREXION SHARES ETF TRUSTSOXL |
| 0.37% | 0.1% | $3.20B | 12.0M | $614.8M | 12.8M | -818,704-6.38% | Reduce |
 NEBIUS GROUP N VNBIS |
| 0.36% | 0.1% | $3.15B | 11.4M | $620.9M | 6.0M | +5.4M+90.60% | Add |
 ARM HOLDINGS PLCARM |
| 0.36% | 0.16% | $3.13B | 8.8M | $988.1M | 6.5M | +2.3M+35.23% | Add |
 GE VERNOVA INCGEV |
| 0.35% | 0.33% | $3.07B | 2.6M | $2.01B | 2.3M | +304,499+13.20% | Add |
 BLOOM ENERGY CORPBE |
| 0.34% | 0.16% | $3.01B | 9.9M | $1.00B | 7.4M | +2.5M+33.96% | Add |
 PALO ALTOPANW |
| 0.33% | 0.18% | $2.88B | 8.5M | $1.12B | 7.0M | +1.4M+20.60% | Add |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.33% | 0.1% | $2.86B | 14.2M | $647.8M | 5.3M | +8.9M+168.83% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.33% | 0.22% | $2.85B | 28.4M | $1.38B | 20.0M | +8.4M+42.18% | Add |
