| SSTATE STR SPDR S&P 500 ETF TSPY |
| 15.87% | 15.34% | $121.9M | 163,294 | $106.5M | 163,771 | -477-0.29% | Reduce |
 APPLE INCAAPL |
| 9.36% | 9.08% | $71.9M | 248,602 | $63.0M | 248,356 | +246+0.10% | Add |
 UNITED PARCEL SVCS INCUPS |
| 3.61% | 4.81% | $27.7M | 257,859 | $33.4M | 339,277 | -81,418-24.00% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 3.39% | 3.18% | $26.1M | 37,961 | $22.1M | 36,974 | +987+2.67% | Add |
 AMAZON COM INCAMZN |
| 3.38% | 3.26% | $26.0M | 109,112 | $22.6M | 108,613 | +499+0.46% | Add |
| AAlphabet Inc Class CGOOG |
| 2.59% | 2.32% | $19.9M | 56,265 | $16.1M | 56,069 | +196+0.35% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.55% | 2.46% | $19.6M | 98,090 | $17.1M | 97,788 | +302+0.31% | Add |
| IISHARES TRDSI |
| 2.38% | 2.36% | $18.3M | 128,700 | $16.4M | 135,121 | -6,421-4.75% | Reduce |
 ALPHABET INCGOOGL |
| 2.28% | 2.02% | $17.6M | 49,121 | $14.0M | 48,750 | +371+0.76% | Add |
 MICROSOFT CORPMSFT |
| 1.91% | 2.08% | $14.7M | 39,310 | $14.4M | 39,014 | +296+0.76% | Add |
 ZILLOW GROUP INC CL AZ |
| 1.86% | 0.09% | $14.3M | 454,643 | $658,888 | 15,919 | +438,724+2,755.98% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.76% | 1.88% | $13.6M | 27,103 | $13.0M | 27,191 | -88-0.32% | Reduce |
| VVANGUARD MIDVO |
| 1.34% | 1.32% | $10.3M | 127,670 | $9.2M | 31,987 | +95,683+299.13% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.27% | 0.99% | $9.7M | 51,055 | $6.9M | 51,837 | -782-1.51% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 1.22% | 1.32% | $9.4M | 43,163 | $9.2M | 46,812 | -3,649-7.80% | Reduce |
 TESLA INCTSLA |
| 1.06% | 0.98% | $8.2M | 19,441 | $6.8M | 18,271 | +1,170+6.40% | Add |
| IISHARES S&P 100 ETFIWO |
| 1.01% | 0.97% | $7.8M | 21,264 | $6.8M | 21,264 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVGT |
| 0.96% | 0.85% | $7.4M | 61,675 | $5.9M | 8,462 | +53,213+628.85% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.77% | $5.5M | 21,837 | $5.4M | 21,891 | -54-0.25% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.7% | 0.69% | $5.4M | 34,119 | $4.8M | 34,434 | -315-0.91% | Reduce |
 ORACLE CORPORCL |
| 0.69% | 0.77% | $5.3M | 36,197 | $5.3M | 36,158 | +39+0.11% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.68% | 0.72% | $5.2M | 7 | $5.0M | 7 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVB |
| 0.65% | 0.68% | $5.0M | 16,451 | $4.7M | 18,087 | -1,636-9.05% | Reduce |
 ABBVIE INCABBV |
| 0.62% | 0.59% | $4.8M | 19,010 | $4.1M | 18,973 | +37+0.20% | Add |
 ELI LILLY & COLLY |
| 0.61% | 0.51% | $4.7M | 3,909 | $3.6M | 3,864 | +45+1.16% | Add |
 MERCK & CO INCMRK |
| 0.61% | 0.63% | $4.7M | 36,199 | $4.4M | 36,254 | -55-0.15% | Reduce |
| VVANGUARD FTSEVEA |
| 0.58% | 0.54% | $4.5M | 62,686 | $3.7M | 58,103 | +4,583+7.89% | Add |
 AMPHENOL CORPAPH |
| 0.58% | 0.46% | $4.4M | 25,126 | $3.2M | 25,027 | +99+0.40% | Add |
 JPMORGAN CHASE & COJPM |
| 0.57% | 0.56% | $4.3M | 13,288 | $3.9M | 13,160 | +128+0.97% | Add |
| IISHARES RUSSELLIWM |
| 0.56% | 0.51% | $4.3M | 14,202 | $3.5M | 14,224 | -22-0.15% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.55% | 0.53% | $4.2M | 43,925 | $3.7M | 41,803 | +2,122+5.08% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.53% | 0.48% | $4.1M | 70,520 | $3.3M | 56,416 | +14,104+25.00% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.53% | 0.72% | $4.1M | 25,767 | $5.0M | 33,947 | -8,180-24.10% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.51% | 0.16% | $3.9M | 3,389 | $1.1M | 3,236 | +153+4.73% | Add |
 BROADCOM INCAVGO |
| 0.49% | 0.44% | $3.8M | 9,974 | $3.0M | 9,817 | +157+1.60% | Add |
| VVANGUARD FSTEVWO |
| 0.49% | 0.46% | $3.8M | 62,956 | $3.2M | 59,050 | +3,906+6.61% | Add |
 HOME DEPOT INCHD |
| 0.48% | 0.49% | $3.7M | 10,514 | $3.4M | 10,420 | +94+0.90% | Add |
 WALMART INCWMT |
| 0.47% | 0.57% | $3.6M | 31,946 | $3.9M | 31,734 | +212+0.67% | Add |
| QQUALCOMM INCQCOM |
| 0.46% | 0.35% | $3.5M | 19,071 | $2.5M | 19,027 | +44+0.23% | Add |
| FFTAI AVIATION LTDFTAI |
| 0.41% | 3.37% | $3.2M | 11,753 | $23.4M | 95,494 | -83,741-87.69% | Reduce |
 CISCO SYS INCCSCO |
| 0.41% | 0.29% | $3.1M | 26,790 | $2.0M | 25,708 | +1,082+4.21% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.4% | 0.42% | $3.1M | 8,363 | $2.9M | 9,160 | -797-8.70% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.47% | $3.0M | 3,247 | $3.2M | 3,248 | -1-0.03% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 0.38% | 0.43% | $2.9M | 19,042 | $3.0M | 19,201 | -159-0.83% | Reduce |
| IISHARES TRIVV |
| 0.35% | 0.35% | $2.7M | 3,603 | $2.5M | 3,771 | -168-4.46% | Reduce |
 VISA INCV |
| 0.33% | 0.32% | $2.6M | 7,435 | $2.3M | 7,453 | -18-0.24% | Reduce |
 EOG RES INCEOG |
| 0.33% | 0.41% | $2.5M | 19,533 | $2.9M | 19,842 | -309-1.56% | Reduce |
| IISHARES TRIWD |
| 0.32% | 0.32% | $2.5M | 10,284 | $2.2M | 10,455 | -171-1.64% | Reduce |
| IISHARES TRIEFA |
| 0.32% | 0.3% | $2.4M | 25,318 | $2.1M | 22,731 | +2,587+11.38% | Add |
 PROCTER & GAMBLE COPG |
| 0.32% | 0.35% | $2.4M | 16,532 | $2.4M | 16,823 | -291-1.73% | Reduce |
