S SCHWAB US SCHX
13.81% 13.78% $159.5M 5.4M $144.4M 5.6M -213,213 -3.79% Reduce V VANGUARD TOTAL BND
6.12% 6.57% $70.7M 963,506 $68.9M 935,329 +28,177 +3.01% Add APPLE INC AAPL
5.97% 5.68% $69.0M 238,452 $59.5M 234,310 +4,142 +1.77% Add V VANGUARD WORLD FD MGV
4.95% 4.36% $57.1M 349,628 $45.7M 315,383 +34,245 +10.86% Add V VanEck Russia ETF BBH
4.26% 5.01% $49.2M 473,733 $52.5M 542,530 -68,797 -12.68% Reduce S SPDR SERIES TRUST BIL
3.86% 4.11% $44.6M 486,811 $43.1M 470,068 +16,743 +3.56% Add V VANGUARD FTSE VEA
3.57% 3.49% $41.2M 578,734 $36.6M 570,851 +7,883 +1.38% Add V VANGUARD FSTE VWO
3.53% 3.29% $40.7M 682,576 $34.4M 637,358 +45,218 +7.09% Add ALPHABET INC GOOGL
3.53% 3.15% $40.7M 114,007 $33.0M 114,684 -677 -0.59% Reduce S SCHWAB STRATEGIC TR SCHD
3.38% 3.28% $39.0M 1.2M $34.3M 1.1M +111,175 +9.93% Add I INVESCO NASDAQ 100 ETF QQQM
2.92% 2.44% $33.8M 111,422 $25.6M 107,614 +3,808 +3.54% Add V VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF MGK
2.62% 2.21% $30.2M 343,729 $23.2M 63,152 +280,577 +444.29% Add AMAZON COM INC AMZN
1.96% 1.88% $22.6M 95,024 $19.7M 94,467 +557 +0.59% Add LAM RESEARCH CORP LRCX
1.86% 1.14% $21.5M 49,571 $12.0M 56,027 -6,456 -11.52% Reduce EXXON MOBIL CORP XOM
1.73% 2.32% $19.9M 145,798 $24.3M 143,319 +2,479 +1.73% Add S STATE STR SPDR S&P 500 ETF T SPY
1.62% 1.56% $18.7M 25,086 $16.4M 25,166 -80 -0.32% Reduce S SCHWAB STRATEGIC TR SCHF
1.56% 1.76% $18.1M 651,760 $18.5M 746,672 -94,912 -12.71% Reduce JPMORGAN CHASE & CO JPM
1.26% 1.25% $14.6M 44,544 $13.1M 44,658 -114 -0.26% Reduce V VANGUARD INDEX FDS VB
1.19% 1.02% $13.7M 45,306 $10.7M 40,996 +4,310 +10.51% Add GOLDMAN SACHS GROUP INC GS
1.1% 1.1% $12.7M 12,602 $11.5M 13,604 -1,002 -7.37% Reduce W WORLD GOLD TR GLDM
1.09% 0.47% $12.6M 159,205 $4.9M 52,729 +106,476 +201.93% Add S SCHWAB U.S. BROAD MARKET ETF SCHB
1.01% 0.97% $11.7M 404,758 $10.2M 404,757 +1 +0.00% Add MICROSOFT CORP MSFT
0.91% 1.04% $10.5M 28,101 $10.9M 29,446 -1,345 -4.57% Reduce S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
0.87% 0.97% $10.0M 434,154 $10.1M 436,285 -2,131 -0.49% Reduce NVIDIA CORPORATION NVDA
0.84% 0.89% $9.7M 48,299 $9.3M 53,350 -5,051 -9.47% Reduce S SCHWAB STRATEGIC TR SCHE
0.82% 0.86% $9.5M 260,903 $9.0M 272,299 -11,396 -4.19% Reduce I INVESCO QQQ TR QQQ
0.81% 0.69% $9.4M 12,774 $7.3M 12,611 +163 +1.29% Add G GRAYSCALE BITCOIN MINI TR ETF SHS NEW BTC
0.74% 0.82% $8.6M 330,202 $8.6M 286,259 +43,943 +15.35% Add AGNICO EAGLE MINES LTD AEM
0.74% 1.07% $8.6M 55,125 $11.2M 55,125 0 0.00% Unchanged TESLA INC TSLA
0.71% 0.64% $8.2M 19,522 $6.7M 17,931 +1,591 +8.87% Add I ISHARES RUSSELL IWF
0.67% 0.63% $7.8M 62,418 $6.7M 15,598 +46,820 +300.17% Add ADVANCED MICRO DEVICES INC AMD
0.64% 0.3% $7.4M 12,686 $3.2M 15,643 -2,957 -18.90% Reduce KLA CORP KLAC
0.62% 0.34% $7.2M 23,912 $3.5M 2,388 +21,524 +901.34% Add V VANECK ETF TRUST GDX
0.61% 0.81% $7.0M 93,070 $8.5M 92,497 +573 +0.62% Add AEROVIRONMENT INC AVAV
0.59% — $6.8M 40,991 $0 0 +40,991 New Buy BERKSHIRE HATHAWAY INC DEL BRK.B
0.57% 0.63% $6.6M 13,256 $6.6M 13,720 -464 -3.38% Reduce CF INDS HLDGS INC CF
0.51% — $5.9M 54,762 $0 0 +54,762 New Buy LOCKHEED MARTIN CORP LMT
0.51% 0.69% $5.9M 11,541 $7.3M 12,010 -469 -3.91% Reduce V VANGUARD SMALL VBR
0.47% 0.42% $5.4M 22,173 $4.4M 20,337 +1,836 +9.03% Add AUTODESK INC ADSK
0.43% 0.61% $5.0M 25,837 $6.4M 26,677 -840 -3.15% Reduce I INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF RSPT
0.41% 0.31% $4.7M 72,565 $3.2M 71,554 +1,011 +1.41% Add RESMED INC RMD
0.39% 0.62% $4.5M 23,244 $6.5M 28,906 -5,662 -19.59% Reduce CINTAS CORP COM CTAS
0.38% 0.44% $4.4M 25,756 $4.7M 27,567 -1,811 -6.57% Reduce CROWDSTRIKE HLDGS INC CRWD
0.38% 0.25% $4.4M 5,739 $2.6M 6,708 -969 -14.45% Reduce BOEING CO BA
0.37% 0.43% $4.3M 19,832 $4.5M 22,424 -2,592 -11.56% Reduce 3M CO COM MMM
0.35% 0.35% $4.1M 25,325 $3.7M 25,325 0 0.00% Unchanged S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
0.35% 0.34% $4.1M 116,855 $3.6M 116,855 0 0.00% Unchanged S SELECT SECTOR SPDR TR XLU
0.35% 0.39% $4.1M 89,400 $4.1M 89,400 0 0.00% Unchanged BROADCOM INC AVGO
0.35% 0.34% $4.0M 10,601 $3.5M 11,469 -868 -7.57% Reduce EATON CORP PLC ETN
0.32% 0.29% $3.7M 8,610 $3.1M 8,607 +3 +0.03% Add 
