 NVIDIA CORPORATIONNVDA |
| 5.1% | 5.59% | $1.49B | 7.5M | $1.45B | 8.3M | -842,196-10.14% | Reduce |
 APPLE INCAAPL |
| 4.69% | 4.92% | $1.37B | 4.7M | $1.28B | 5.0M | -276,697-5.51% | Reduce |
| IISHARES INCIEMG |
| 3.52% | 3.35% | $1.03B | 12.5M | $869.0M | 12.5M | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.91% | 3.44% | $851.2M | 2.3M | $893.1M | 2.4M | -130,631-5.41% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 2.83% | 2.94% | $829.2M | 8.6M | $762.7M | 8.6M | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 2.55% | 2.64% | $746.3M | 3.1M | $685.3M | 3.3M | -159,128-4.84% | Reduce |
 ALPHABET INCGOOGL |
| 2.3% | 2.2% | $672.6M | 1.9M | $571.1M | 2.0M | -103,865-5.23% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 2.27% | — | $666.1M | 1.8M | $0 | 0 | +1.8M | New Buy |
 BROADCOM INCAVGO |
| 1.88% | 1.84% | $549.4M | 1.5M | $476.6M | 1.5M | -85,446-5.55% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.8% | 1.85% | $528.3M | 1.5M | $478.6M | 1.7M | -173,271-10.39% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.44% | 0.5% | $420.9M | 364,643 | $130.1M | 384,975 | -20,332-5.28% | Reduce |
 META PLATFORMS INCMETA |
| 1.37% | 1.64% | $400.1M | 710,344 | $426.0M | 744,627 | -34,283-4.60% | Reduce |
 TESLA INCTSLA |
| 1.31% | 1.39% | $382.9M | 910,397 | $359.3M | 966,609 | -56,212-5.82% | Reduce |
| IISHARES TRREET |
| 1.11% | 1.14% | $325.6M | 11.8M | $296.4M | 11.8M | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 1.06% | 0.97% | $311.5M | 259,674 | $252.6M | 274,628 | -14,954-5.45% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.05% | 0.44% | $306.2M | 527,156 | $113.3M | 556,997 | -29,841-5.36% | Reduce |
| IISHARES MSCI EAFE SMALL-CAP ETFSCZ |
| 1.04% | 1.12% | $304.6M | 3.7M | $290.3M | 3.7M | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.97% | 1.06% | $284.3M | 868,483 | $274.9M | 934,681 | -66,198-7.08% | Reduce |
| IISHARES MSCI INDIA ETFINDA |
| 0.95% | 1.02% | $279.4M | 5.7M | $264.9M | 5.7M | 00.00% | Unchanged |
| VVANGUARD INTL EQUITY INDEX FVSS |
| 0.8% | 0.85% | $233.4M | 1.5M | $220.6M | 1.5M | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.77% | 0.87% | $226.0M | 451,599 | $226.8M | 473,358 | -21,759-4.60% | Reduce |
 INTEL CORPINTC |
| 0.68% | 0.26% | $198.4M | 1.4M | $68.2M | 1.5M | -125,975-8.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.68% | 0.78% | $197.8M | 778,805 | $201.3M | 823,394 | -44,589-5.42% | Reduce |
| IISHARES BROADUSIG |
| 0.67% | — | $194.9M | 3.8M | $0 | 0 | +3.8M | New Buy |
 VISA INCV |
| 0.64% | 0.67% | $186.9M | 544,663 | $174.9M | 578,635 | -33,972-5.87% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.63% | 0.36% | $185.5M | 256,607 | $93.2M | 272,739 | -16,132-5.91% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.63% | 0.95% | $184.2M | 1.3M | $245.6M | 1.4M | -100,542-6.95% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.36% | $175.0M | 403,780 | $92.5M | 433,107 | -29,327-6.77% | Reduce |
 WALMART INCWMT |
| 0.55% | 0.73% | $161.2M | 1.4M | $188.0M | 1.5M | -89,541-5.92% | Reduce |
 CATERPILLAR INCCAT |
| 0.55% | 0.44% | $160.2M | 150,411 | $114.0M | 160,968 | -10,557-6.56% | Reduce |
| IISHARES TRLQD |
| 0.54% | 0.17% | $159.4M | 1.5M | $44.8M | 410,991 | +1.1M+255.48% | Add |
 CISCO SYS INCCSCO |
| 0.51% | 0.4% | $150.0M | 1.3M | $105.0M | 1.4M | -75,719-5.60% | Reduce |
 ABBVIE INCABBV |
| 0.49% | 0.51% | $143.9M | 571,914 | $131.4M | 604,016 | -32,102-5.31% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.46% | 0.56% | $136.1M | 265,026 | $145.4M | 291,067 | -26,041-8.95% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.59% | $134.3M | 143,514 | $151.7M | 152,279 | -8,765-5.76% | Reduce |
 KLA CORPKLAC |
| 0.44% | 0.26% | $127.9M | 423,830 | $66.6M | 45,237 | +378,593+836.91% | Add |
 GE AEROSPACEGE |
| 0.43% | 0.4% | $126.3M | 337,905 | $102.9M | 362,451 | -24,546-6.77% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.43% | 0.44% | $125.2M | 2.2M | $114.9M | 2.4M | -160,108-6.79% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.42% | 0.32% | $122.1M | 293,891 | $83.6M | 309,110 | -15,219-4.92% | Reduce |
| IISHARES RUSSELLIWM |
| 0.41% | 0.38% | $120.9M | 402,418 | $99.8M | 402,418 | 00.00% | Unchanged |
| PPIMCO ETF TRPYLD |
| 0.41% | 0.23% | $119.3M | 4.5M | $59.0M | 2.3M | +2.3M+100.00% | Add |
 WELLTOWER INC COMWELL |
| 0.4% | 0.4% | $117.8M | 519,093 | $103.8M | 525,200 | -6,107-1.16% | Reduce |
 HOME DEPOT INCHD |
| 0.39% | 0.43% | $113.8M | 322,690 | $112.5M | 342,032 | -19,342-5.66% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.45% | $111.3M | 758,740 | $116.4M | 805,866 | -47,126-5.85% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.36% | 0.12% | $105.9M | 46,580 | $30.3M | 47,706 | -1,126-2.36% | Reduce |
 MERCK & CO INCMRK |
| 0.35% | 0.39% | $102.7M | 799,427 | $102.0M | 848,249 | -48,822-5.76% | Reduce |
 GE VERNOVA INCGEV |
| 0.35% | 0.31% | $102.4M | 87,186 | $81.3M | 93,177 | -5,991-6.43% | Reduce |
 COCA COLA COKO |
| 0.35% | 0.41% | $102.2M | 1.3M | $107.1M | 1.4M | -151,028-10.72% | Reduce |
| PPROLOGIS INC. COMPLD |
| 0.34% | 0.38% | $99.5M | 734,348 | $98.6M | 745,910 | -11,562-1.55% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.34% | 0.52% | $99.4M | 599,853 | $135.9M | 656,841 | -56,988-8.68% | Reduce |
