| VVANGUARD INDEX FDSVOO |
| 7.98% | 4.12% | $3.88B | 5.3M | $1.76B | 3.0M | +2.2M+73.01% | Add |
 TESLA INCTSLA |
| 5.01% | 5.28% | $2.43B | 5.8M | $2.25B | 6.0M | -262,475-4.34% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 4.71% | 2.88% | $2.29B | 2.0M | $1.23B | 3.6M | -1.6M-45.37% | Reduce |
| IISHARES TRTLT |
| 2.96% | 2.05% | $1.44B | 16.7M | $873.5M | 10.1M | +6.6M+65.49% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 2.84% | 3.46% | $1.38B | 13.9M | $1.47B | 19.0M | -5.2M-27.08% | Reduce |
 META PLATFORMS INCMETA |
| 2.26% | 2.51% | $1.10B | 1.9M | $1.07B | 1.9M | +80,617+4.32% | Add |
 VANECK ETF TRUSTSMH |
| 2.17% | 0.72% | $1.05B | 1.6M | $307.9M | 803,202 | +804,999+100.22% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.81% | 1.9% | $881.2M | 1.8M | $810.5M | 2.4M | -553,018-23.06% | Reduce |
 MICROSOFT CORPMSFT |
| 1.74% | 1.49% | $845.7M | 2.3M | $634.8M | 1.7M | +552,363+32.21% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.67% | 1.38% | $813.3M | 1.4M | $588.4M | 2.9M | -1.5M-51.59% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.66% | 2.83% | $805.0M | 4.0M | $1.21B | 6.9M | -2.9M-41.86% | Reduce |
 APPLE INCAAPL |
| 1.62% | 1.88% | $785.8M | 2.7M | $799.5M | 3.2M | -434,759-13.80% | Reduce |
 ARM HOLDINGS PLCARM |
| 1.55% | 1.03% | $752.3M | 2.1M | $436.9M | 2.9M | -766,159-26.53% | Reduce |
 AMAZON COM INCAMZN |
| 1.43% | 1.27% | $693.9M | 2.9M | $541.6M | 2.6M | +310,502+11.94% | Add |
 GE VERNOVA INCGEV |
| 1.35% | 0.98% | $656.6M | 558,903 | $417.7M | 478,503 | +80,400+16.80% | Add |
| SSANDISK CORP COMSNDK |
| 1.33% | 0.53% | $647.6M | 284,801 | $224.8M | 353,751 | -68,950-19.49% | Reduce |
 VERTIV HOLDINGS COVRT |
| 1.24% | 1.21% | $601.4M | 1.8M | $514.6M | 2.1M | -257,600-12.54% | Reduce |
 ALPHABET INCGOOGL |
| 1.19% | 1.85% | $577.4M | 1.6M | $786.5M | 2.7M | -1.1M-40.92% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 1.12% | 0.51% | $545.0M | 3.4M | $216.3M | 1.7M | +1.8M+103.40% | Add |
| SSPDR GOLD TRGLD |
| 1.09% | 3.33% | $529.3M | 1.4M | $1.42B | 3.3M | -1.9M-56.45% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.08% | 0.44% | $527.2M | 1.8M | $187.4M | 1.9M | -122,100-6.45% | Reduce |
 ASML HLDG NVASML |
| 0.88% | 0.89% | $429.3M | 215,802 | $379.5M | 287,302 | -71,500-24.89% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.88% | 1.89% | $426.8M | 8.0M | $805.0M | 13.1M | -5.1M-38.84% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.85% | 0.53% | $412.2M | 540,098 | $225.5M | 577,671 | -37,573-6.50% | Reduce |
 NEBIUS GROUP N VNBIS |
| 0.77% | 0.22% | $372.8M | 1.3M | $94.9M | 914,700 | +435,200+47.58% | Add |
 ORACLE CORPORCL |
| 0.72% | 0.52% | $351.5M | 2.4M | $220.7M | 1.5M | +897,880+59.84% | Add |
 BROADCOM INCAVGO |
| 0.72% | 0.7% | $348.5M | 922,690 | $299.2M | 966,759 | -44,069-4.56% | Reduce |
 SALESFORCE INCCRM |
| 0.72% | 0.89% | $348.5M | 2.2M | $379.4M | 2.0M | +192,219+9.46% | Add |
 INTEL CORPINTC |
| 0.71% | 0.4% | $345.2M | 2.5M | $171.1M | 3.9M | -1.4M-36.24% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.68% | — | $329.4M | 1.9M | $0 | 0 | +1.9M | New Buy |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.67% | 0.25% | $326.1M | 1.6M | $108.5M | 882,341 | +732,772+83.05% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.63% | 1.07% | $308.1M | 2.6M | $456.7M | 3.1M | -481,450-15.42% | Reduce |
 CATERPILLAR INCCAT |
| 0.59% | 0.42% | $287.4M | 269,901 | $178.2M | 251,502 | +18,399+7.32% | Add |
 PALO ALTOPANW |
| 0.59% | 0.32% | $287.0M | 841,573 | $137.3M | 856,694 | -15,121-1.77% | Reduce |
| AAPPLIED DIGITAL CORPAPLD |
| 0.58% | 0.39% | $279.9M | 7.5M | $165.7M | 7.0M | +523,100+7.49% | Add |
 CISCO SYS INCCSCO |
| 0.56% | 0.12% | $271.9M | 2.3M | $49.4M | 636,207 | +1.7M+263.80% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.54% | 0.55% | $260.9M | 304,102 | $233.9M | 332,875 | -28,773-8.64% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.51% | 0.2% | $250.2M | 346,102 | $84.0M | 245,901 | +100,201+40.75% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.49% | 0.19% | $238.5M | 373,427 | $80.1M | 296,116 | +77,311+26.11% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.49% | 0.45% | $237.4M | 234,702 | $192.3M | 227,350 | +7,352+3.23% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.47% | 0.26% | $226.6M | 960,202 | $110.2M | 558,847 | +401,355+71.82% | Add |
 ELI LILLY & COLLY |
| 0.46% | 0.47% | $225.7M | 188,201 | $199.0M | 216,402 | -28,201-13.03% | Reduce |
| IISHARES SILVER TRSLV |
| 0.43% | 0.93% | $207.0M | 3.9M | $396.5M | 5.8M | -1.9M-33.47% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.41% | 0.3% | $198.0M | 779,700 | $126.5M | 517,566 | +262,134+50.65% | Add |
 BLOOM ENERGY CORPBE |
| 0.41% | 0.17% | $197.7M | 653,000 | $71.0M | 524,200 | +128,800+24.57% | Add |
| QQUALCOMM INCQCOM |
| 0.4% | 0.35% | $195.4M | 1.1M | $148.1M | 1.1M | -92,728-8.06% | Reduce |
| SSTRATEGY INCMSTR |
| 0.4% | 0.36% | $194.9M | 2.2M | $155.4M | 1.2M | +997,547+80.12% | Add |
| WWEBULL CORPBULL |
| 0.4% | 0.34% | $194.3M | 29.8M | $146.2M | 30.5M | -666,667-2.19% | Reduce |
 AXON ENTERPRISEAXON |
| 0.37% | 0.26% | $178.9M | 319,202 | $112.5M | 264,953 | +54,249+20.47% | Add |
 ADOBE INC COMADBE |
| 0.36% | 0.35% | $177.2M | 864,347 | $148.4M | 610,519 | +253,828+41.58% | Add |
