| IISHARES TRIVV |
| 6.25% | 6.21% | $2.44B | 3.3M | $2.11B | 3.2M | +27,210+0.84% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.52% | 5.7% | $2.15B | 10.8M | $1.93B | 11.1M | -332,814-3.00% | Reduce |
 APPLE INCAAPL |
| 4.98% | 4.92% | $1.94B | 6.7M | $1.67B | 6.6M | +131,807+2.00% | Add |
 MICROSOFT CORPMSFT |
| 3.28% | 3.67% | $1.28B | 3.4M | $1.24B | 3.4M | +68,074+2.03% | Add |
 AMAZON COM INCAMZN |
| 2.85% | 2.82% | $1.11B | 4.7M | $956.8M | 4.6M | +67,050+1.46% | Add |
 ALPHABET INCGOOGL |
| 2.65% | 2.35% | $1.03B | 2.9M | $795.8M | 2.8M | +117,216+4.24% | Add |
 BROADCOM INCAVGO |
| 2.08% | 1.98% | $811.4M | 2.1M | $670.6M | 2.2M | -18,651-0.86% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.91% | $781.4M | 2.2M | $648.9M | 2.3M | -50,823-2.25% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.57% | 0.51% | $612.0M | 530,154 | $171.3M | 506,903 | +23,251+4.59% | Add |
 META PLATFORMS INCMETA |
| 1.55% | 1.81% | $604.4M | 1.1M | $613.3M | 1.1M | +1,155+0.11% | Add |
| IISHARES INCIEMG |
| 1.5% | 1.48% | $585.5M | 7.1M | $501.1M | 7.2M | -116,388-1.62% | Reduce |
 TESLA INCTSLA |
| 1.47% | 1.41% | $571.0M | 1.4M | $479.8M | 1.3M | +66,976+5.19% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 1.42% | 1.54% | $552.6M | 6.2M | $520.8M | 6.3M | -76,953-1.22% | Reduce |
 ELI LILLY & COLLY |
| 1.18% | 1.01% | $461.3M | 384,625 | $342.3M | 372,209 | +12,416+3.34% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.14% | 0.44% | $442.8M | 762,209 | $149.4M | 734,439 | +27,770+3.78% | Add |
 JPMORGAN CHASE & COJPM |
| 1.11% | 1.16% | $431.5M | 1.3M | $391.8M | 1.3M | -13,681-1.03% | Reduce |
 CATERPILLAR INCCAT |
| 0.87% | 0.67% | $340.8M | 320,025 | $226.4M | 319,517 | +508+0.16% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.81% | 0.9% | $317.3M | 1.2M | $305.3M | 1.2M | +74+0.01% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.8% | 0.84% | $310.0M | 619,590 | $283.9M | 592,393 | +27,197+4.59% | Add |
 VISA INCV |
| 0.79% | 0.81% | $308.7M | 899,673 | $275.1M | 910,219 | -10,546-1.16% | Reduce |
 WELLTOWER INC COMWELL |
| 0.77% | 0.76% | $301.1M | 1.3M | $257.0M | 1.3M | +26,433+2.03% | Add |
 INTEL CORPINTC |
| 0.75% | 0.26% | $292.5M | 2.1M | $88.9M | 2.0M | +79,682+3.95% | Add |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.42% | $273.2M | 630,534 | $142.9M | 668,713 | -38,179-5.71% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.69% | 0.34% | $267.7M | 370,282 | $116.2M | 339,841 | +30,441+8.96% | Add |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.98% | $265.1M | 1.9M | $331.0M | 2.0M | -11,592-0.59% | Reduce |
 CISCO SYS INCCSCO |
| 0.65% | 0.48% | $251.5M | 2.1M | $161.4M | 2.1M | +60,800+2.92% | Add |
 WALMART INCWMT |
| 0.64% | 0.8% | $249.0M | 2.2M | $272.8M | 2.2M | +3,263+0.15% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.63% | 0.61% | $244.6M | 241,898 | $208.3M | 246,250 | -4,352-1.77% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.62% | 0.7% | $243.2M | 1.8M | $237.9M | 1.8M | -4,219-0.23% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.58% | 0.39% | $224.7M | 540,703 | $133.8M | 494,649 | +46,054+9.31% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.55% | 0.66% | $212.6M | 227,281 | $225.4M | 226,244 | +1,037+0.46% | Add |
 KLA CORPKLAC |
| 0.54% | 0.32% | $210.6M | 698,179 | $108.2M | 73,499 | +624,680+849.92% | Add |
 ABBVIE INCABBV |
| 0.54% | 0.56% | $210.5M | 836,335 | $191.4M | 880,026 | -43,691-4.96% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.6% | $203.3M | 395,840 | $201.9M | 404,082 | -8,242-2.04% | Reduce |
 GE AEROSPACEGE |
| 0.52% | 0.41% | $201.6M | 539,411 | $137.9M | 486,053 | +53,358+10.98% | Add |
 EQUINIX INCEQIX |
| 0.5% | 0.54% | $196.7M | 188,734 | $183.5M | 187,194 | +1,540+0.82% | Add |
 HOME DEPOT INCHD |
| 0.47% | 0.53% | $184.1M | 521,980 | $179.7M | 546,305 | -24,325-4.45% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.47% | $182.6M | 3.2M | $160.8M | 3.3M | -93,490-2.84% | Reduce |
 MERCK & CO INCMRK |
| 0.46% | 0.51% | $177.3M | 1.4M | $173.4M | 1.4M | -61,263-4.25% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.43% | 0.49% | $168.1M | 1.1M | $166.0M | 1.1M | -3,304-0.29% | Reduce |
 COCA COLA COKO |
| 0.43% | 0.49% | $167.0M | 2.1M | $166.1M | 2.2M | -129,425-5.93% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.39% | $155.1M | 551,582 | $130.6M | 538,958 | +12,624+2.34% | Add |
| IISHARES BROADUSIG |
| 0.4% | 0.42% | $154.0M | 3.0M | $141.8M | 2.8M | +235,823+8.52% | Add |
 CHEVRON CORPORATIONCVX |
| 0.4% | 0.58% | $154.0M | 929,123 | $196.6M | 949,989 | -20,866-2.20% | Reduce |
 GE VERNOVA INCGEV |
| 0.39% | 0.35% | $152.6M | 129,915 | $119.7M | 137,140 | -7,225-5.27% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.37% | 0.44% | $145.8M | 805,893 | $149.6M | 904,808 | -98,915-10.93% | Reduce |
 PALO ALTOPANW |
| 0.36% | 0.2% | $141.0M | 413,429 | $67.6M | 421,551 | -8,122-1.93% | Reduce |
 NETFLIX INCNFLX |
| 0.36% | 0.56% | $140.0M | 2.0M | $188.8M | 2.0M | -2,628-0.13% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.35% | 0.33% | $134.9M | 603,265 | $112.0M | 600,575 | +2,690+0.45% | Add |
 MORGAN STANLEYMS |
| 0.33% | 0.31% | $129.6M | 619,784 | $104.4M | 634,328 | -14,544-2.29% | Reduce |
