| Stock | Ownership Trend | Portfolio % | Prev Q % | Q1 2024 Value | Q1 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 MICROSOFT CORPMSFT | 28.72% | 28.72% | $590,383 | 1,570 | $590,383 | 1,570 | 00.00% | Unchanged | |
 APPLE INCAAPL | 17.66% | 17.66% | $362,919 | 1,885 | $362,919 | 1,885 | 00.00% | Unchanged | |
 AMAZON COM INCAMZN | 16.74% | 16.74% | $344,144 | 2,265 | $344,144 | 2,265 | 00.00% | Unchanged | |
 ALPHABET INCGOOGL | 12.98% | 12.98% | $266,808 | 1,910 | $266,808 | 1,910 | 00.00% | Unchanged | |
| AAMERICAN CENTY ETF TRAVLV | 12.55% | 12.55% | $257,898 | 4,465 | $257,898 | 4,465 | 00.00% | Unchanged | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 11.35% | 11.35% | $233,377 | 491 | $233,377 | 491 | 00.00% | Unchanged |
