 NVIDIA CORPORATIONNVDA |
| 5.4% | 5.55% | $1.84B | 9.2M | $1.72B | 9.8M | -665,060-6.75% | Reduce |
 APPLE INCAAPL |
| 4.98% | 5.09% | $1.69B | 5.9M | $1.58B | 6.2M | -355,434-5.73% | Reduce |
| IISHARES TRIVV |
| 4.75% | 2.2% | $1.62B | 2.2M | $680.5M | 1.0M | +1.1M+107.09% | Add |
 MICROSOFT CORPMSFT |
| 3.19% | 3.71% | $1.09B | 2.9M | $1.15B | 3.1M | -185,672-5.99% | Reduce |
 AMAZON COM INCAMZN |
| 2.67% | 2.69% | $909.9M | 3.8M | $832.6M | 4.0M | -180,269-4.51% | Reduce |
 ALPHABET INCGOOGL |
| 2.46% | 2.31% | $837.8M | 2.3M | $713.6M | 2.5M | -137,200-5.53% | Reduce |
 BROADCOM INCAVGO |
| 2.02% | 1.91% | $688.2M | 1.8M | $591.6M | 1.9M | -89,507-4.68% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.96% | 2.24% | $667.1M | 1.9M | $693.6M | 2.4M | -530,150-21.92% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.56% | 0.53% | $529.4M | 458,657 | $162.9M | 482,315 | -23,658-4.91% | Reduce |
 META PLATFORMS INCMETA |
| 1.42% | 1.67% | $483.9M | 859,079 | $517.3M | 904,170 | -45,091-4.99% | Reduce |
 TESLA INCTSLA |
| 1.4% | 1.39% | $476.2M | 1.1M | $430.4M | 1.2M | -25,442-2.20% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.11% | 0.91% | $377.6M | 790,751 | $281.1M | 831,668 | -40,917-4.92% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.09% | 0.43% | $370.4M | 637,630 | $134.2M | 659,922 | -22,292-3.38% | Reduce |
 ELI LILLY & COLLY |
| 1.08% | 0.97% | $368.8M | 307,490 | $300.6M | 326,802 | -19,312-5.91% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.07% | 1.21% | $364.1M | 727,588 | $374.9M | 782,404 | -54,816-7.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.98% | 1.51% | $332.9M | 1.0M | $467.6M | 1.6M | -572,759-36.03% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.73% | 0.84% | $249.8M | 983,704 | $259.0M | 1.1M | -75,986-7.17% | Reduce |
 WELLTOWER INC COMWELL |
| 0.72% | 0.68% | $244.1M | 1.1M | $211.3M | 1.1M | +7,026+0.66% | Add |
 APPLIED MATLS INCAMAT |
| 0.7% | 0.38% | $238.9M | 330,445 | $118.4M | 346,331 | -15,886-4.59% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.4% | $237.4M | 547,910 | $125.0M | 585,125 | -37,215-6.36% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.69% | 0.77% | $235.4M | 458,288 | $238.8M | 477,833 | -19,545-4.09% | Reduce |
 INTEL CORPINTC |
| 0.69% | 0.25% | $235.1M | 1.7M | $78.6M | 1.8M | -97,444-5.47% | Reduce |
 VISA INCV |
| 0.67% | 0.7% | $227.1M | 661,989 | $217.7M | 720,190 | -58,201-8.08% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.65% | 0.95% | $220.2M | 1.6M | $294.6M | 1.7M | -125,706-7.24% | Reduce |
 ASTRAZENECA PLCAZN |
| 0.59% | 0.6% | $201.0M | 1.1M | $186.1M | 957,000 | +113,570+11.87% | Add |
 WALMART INCWMT |
| 0.58% | 0.75% | $197.7M | 1.7M | $231.6M | 1.9M | -117,791-6.32% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.57% | 0.62% | $194.4M | 1.4M | $191.6M | 1.4M | -15,041-1.04% | Reduce |
 CATERPILLAR INCCAT |
| 0.56% | 0.44% | $191.4M | 179,718 | $136.8M | 193,151 | -13,433-6.95% | Reduce |
 CISCO SYS INCCSCO |
| 0.54% | 0.43% | $184.7M | 1.6M | $132.4M | 1.7M | -133,671-7.83% | Reduce |
 ABBVIE INCABBV |
| 0.5% | 0.51% | $171.6M | 682,079 | $157.6M | 724,544 | -42,465-5.86% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.49% | 0.63% | $166.8M | 178,283 | $195.7M | 196,388 | -18,105-9.22% | Reduce |
 KLA CORPKLAC |
| 0.48% | 0.27% | $163.9M | 543,401 | $84.8M | 57,620 | +485,781+843.08% | Add |
| WWORLD GOLD TRGLD |
| 0.46% | 0.45% | $157.7M | 2.0M | $140.6M | 1.5M | +469,000+30.92% | Add |
 EQUINIX INCEQIX |
| 0.46% | 0.48% | $156.5M | 150,172 | $148.9M | 151,901 | -1,729-1.14% | Reduce |
 GE AEROSPACEGE |
| 0.43% | 0.39% | $147.7M | 395,285 | $120.9M | 426,034 | -30,749-7.22% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.32% | $147.5M | 354,958 | $99.6M | 368,058 | -13,100-3.56% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.43% | 0.42% | $146.6M | 2.6M | $130.5M | 2.7M | -105,149-3.93% | Reduce |
 GE VERNOVA INCGEV |
| 0.4% | 0.36% | $135.3M | 115,185 | $110.3M | 126,355 | -11,170-8.84% | Reduce |
 HOME DEPOT INCHD |
| 0.39% | 0.43% | $133.7M | 379,155 | $132.4M | 402,454 | -23,299-5.79% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.44% | $130.3M | 888,463 | $136.9M | 947,488 | -59,025-6.23% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.38% | 0.1% | $127.6M | 56,125 | $31.1M | 48,905 | +7,220+14.76% | Add |
 MERCK & CO INCMRK |
| 0.37% | 0.41% | $125.8M | 978,914 | $125.5M | 1.0M | -64,755-6.20% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.36% | 0.53% | $120.8M | 728,946 | $164.8M | 796,420 | -67,474-8.47% | Reduce |
 COCA COLA COKO |
| 0.35% | 0.38% | $119.3M | 1.5M | $118.7M | 1.6M | -92,715-5.94% | Reduce |
| IISHARES TRHYBB |
| 0.35% | 0.32% | $119.2M | 2.5M | $98.8M | 2.1M | +423,527+19.94% | Add |
 UBS GROUP AGUBS |
| 0.35% | 0.3% | $119.1M | 2.4M | $92.0M | 2.4M | +6,332+0.26% | Add |
 NETFLIX INCNFLX |
| 0.34% | 0.55% | $116.5M | 1.6M | $168.8M | 1.8M | -124,299-7.08% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.34% | 0.34% | $115.7M | 114,392 | $104.6M | 123,608 | -9,216-7.46% | Reduce |
 LINDE PLCLIN |
| 0.33% | 0.37% | $113.5M | 218,742 | $113.9M | 229,792 | -11,050-4.81% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.32% | 0.34% | $107.4M | 593,810 | $104.9M | 634,220 | -40,410-6.37% | Reduce |
