 NVIDIA CORPORATIONNVDA |
| 4.99% | 4.94% | $1.68B | 8.4M | $1.47B | 8.4M | -28,343-0.34% | Reduce |
 APPLE INCAAPL |
| 4.37% | 4.35% | $1.47B | 5.1M | $1.30B | 5.1M | -26,584-0.52% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 3.15% | 2.56% | $1.06B | 5.3M | $762.6M | 6.2M | -940,241-15.17% | Reduce |
 MICROSOFT CORPMSFT |
| 2.85% | 3.21% | $960.3M | 2.6M | $955.8M | 2.6M | -7,518-0.29% | Reduce |
| IISHARES MSCI TAIWAN ETFEWT |
| 2.52% | 2.29% | $846.9M | 7.8M | $681.2M | 9.6M | -1.8M-18.81% | Reduce |
 AMAZON COM INCAMZN |
| 2.39% | 2.36% | $802.9M | 3.4M | $702.7M | 3.4M | -5,119-0.15% | Reduce |
 ALPHABET INCGOOGL |
| 2.12% | 1.91% | $713.5M | 2.0M | $569.7M | 2.0M | +15,283+0.77% | Add |
 BROADCOM INCAVGO |
| 1.83% | 1.7% | $617.0M | 1.6M | $505.9M | 1.6M | -1,272-0.08% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.73% | 1.59% | $582.4M | 1.6M | $473.3M | 1.6M | -1,580-0.10% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.67% | 1.77% | $560.5M | 1.5M | $526.1M | 1.6M | -125,083-7.63% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.52% | 1.21% | $511.1M | 1.1M | $360.3M | 1.1M | +4,000+0.38% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.33% | 0.44% | $447.1M | 387,321 | $132.2M | 391,334 | -4,013-1.03% | Reduce |
 META PLATFORMS INCMETA |
| 1.26% | 1.45% | $422.9M | 750,789 | $430.4M | 752,330 | -1,541-0.20% | Reduce |
 TESLA INCTSLA |
| 1.21% | 1.2% | $406.0M | 965,345 | $357.3M | 961,005 | +4,340+0.45% | Add |
| PPROLOGIS INC. COMPLD |
| 1.04% | 1.15% | $350.1M | 2.6M | $341.4M | 2.6M | +1,656+0.06% | Add |
| IISHARES MSCI INDIA ETFINDA |
| 1.02% | 1.39% | $343.0M | 6.9M | $414.1M | 8.8M | -1.9M-21.44% | Reduce |
 ELI LILLY & COLLY |
| 0.98% | 0.83% | $329.5M | 274,745 | $246.9M | 268,388 | +6,357+2.37% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.97% | 0.39% | $327.3M | 563,368 | $114.9M | 564,752 | -1,384-0.25% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.94% | 0.97% | $316.5M | 966,939 | $287.9M | 978,763 | -11,824-1.21% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.92% | 1.01% | $309.1M | 617,646 | $300.9M | 627,873 | -10,227-1.63% | Reduce |
| VVANGUARD FTSEVEA |
| 0.84% | 0.91% | $283.5M | 4.0M | $270.6M | 4.2M | -243,571-5.77% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.77% | 0.81% | $259.0M | 3.1M | $241.9M | 2.9M | +209,905+7.18% | Add |
 ISHARES MBSACGL |
| 0.75% | 0.79% | $250.9M | 2.7M | $235.3M | 2.5M | +176,145+7.11% | Add |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.75% | 0.79% | $250.8M | 3.3M | $235.6M | 3.2M | +180,246+5.72% | Add |
 INTEL CORPINTC |
| 0.66% | 0.26% | $223.2M | 1.6M | $77.0M | 1.7M | -146,352-8.39% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.65% | 0.73% | $220.2M | 867,007 | $218.3M | 893,163 | -26,156-2.93% | Reduce |
 VISA INCV |
| 0.63% | 0.63% | $210.6M | 613,770 | $186.3M | 616,473 | -2,703-0.44% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.62% | 0.67% | $210.3M | 2.2M | $198.2M | 2.2M | -52,866-2.37% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.61% | 0.35% | $205.7M | 284,484 | $105.0M | 307,351 | -22,867-7.44% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.59% | 0.83% | $199.4M | 1.5M | $246.9M | 1.5M | +3,043+0.21% | Add |
 LAM RESEARCH CORPLRCX |
| 0.57% | 0.3% | $191.4M | 441,754 | $89.9M | 420,767 | +20,987+4.99% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.57% | 0.56% | $190.9M | 277,910 | $166.1M | 277,910 | 00.00% | Unchanged |
| FFRANKLIN TEMPLETON ETF TRFLIN |
| 0.55% | 0.58% | $186.1M | 5.2M | $173.2M | 5.2M | +19,400+0.37% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.53% | 0.8% | $177.9M | 4.4M | $238.5M | 5.9M | -1.5M-25.69% | Reduce |
| IISHARES INCEWZ |
| 0.53% | 0.77% | $177.1M | 5.1M | $227.8M | 5.9M | -799,473-13.48% | Reduce |
 CATERPILLAR INCCAT |
| 0.51% | 0.39% | $171.8M | 161,321 | $117.0M | 165,199 | -3,878-2.35% | Reduce |
 WALMART INCWMT |
| 0.51% | 0.63% | $170.1M | 1.5M | $187.1M | 1.5M | -3,572-0.24% | Reduce |
 ROYAL BK CDA COMRY |
| 0.49% | 0.43% | $164.9M | 796,805 | $128.6M | 798,095 | -1,290-0.16% | Reduce |
| IISHARES INCEZA |
| 0.48% | 0.63% | $163.0M | 2.6M | $186.7M | 2.8M | -174,900-6.35% | Reduce |
 CISCO SYS INCCSCO |
| 0.48% | 0.36% | $161.3M | 1.4M | $107.1M | 1.4M | -7,153-0.52% | Reduce |
 ABBVIE INCABBV |
| 0.47% | 0.47% | $158.3M | 629,148 | $139.4M | 640,722 | -11,574-1.81% | Reduce |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 0.44% | 0.09% | $148.4M | 7.3M | $27.1M | 1.3M | +6.0M+449.66% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.43% | 0.48% | $145.3M | 282,934 | $143.5M | 287,108 | -4,174-1.45% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.41% | 0.5% | $138.0M | 147,517 | $148.6M | 149,093 | -1,576-1.06% | Reduce |
 GE AEROSPACEGE |
| 0.4% | 0.35% | $136.2M | 364,357 | $104.1M | 366,796 | -2,439-0.66% | Reduce |
 KLA CORPKLAC |
| 0.4% | 0.22% | $136.1M | 451,194 | $66.9M | 45,425 | +405,769+893.27% | Add |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.38% | $130.2M | 2.3M | $112.6M | 2.3M | -24,069-1.04% | Reduce |
| IISHARES TRHYG |
| 0.38% | 0.24% | $126.8M | 1.6M | $71.1M | 894,037 | +690,975+77.29% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.37% | 0.32% | $125.6M | 302,176 | $96.6M | 357,148 | -54,972-15.39% | Reduce |
 HOME DEPOT INCHD |
| 0.37% | 0.4% | $123.4M | 349,891 | $118.7M | 360,906 | -11,015-3.05% | Reduce |
