 NVIDIA CORPORATIONNVDA |
| 4.25% | 3.98% | $920.7M | 4.6M | $857.6M | 5.0M | -410,881-8.20% | Reduce |
 ROBLOX CORP CL ARBLX |
| 4.16% | 4.34% | $901.3M | 16.6M | $935.0M | 16.5M | +44,306+0.27% | Add |
 APPLE INCAAPL |
| 3.09% | 3.18% | $669.5M | 2.3M | $684.2M | 2.7M | -382,269-14.18% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.42% | 2.61% | $523.9M | 701,535 | $561.3M | 863,032 | -161,497-18.71% | Reduce |
 META PLATFORMS INCMETA |
| 2.22% | 2.5% | $482.4M | 856,435 | $539.2M | 942,471 | -86,036-9.13% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.22% | 1.14% | $481.1M | 630,445 | $246.4M | 631,133 | -688-0.11% | Reduce |
 MICROSOFT CORPMSFT |
| 1.97% | 2.22% | $427.4M | 1.1M | $478.2M | 1.3M | -146,066-11.31% | Reduce |
 ALPHABET INCGOOGL |
| 1.82% | 1.78% | $394.3M | 1.1M | $382.7M | 1.3M | -227,467-17.09% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 1.8% | 2.03% | $390.0M | 4.3M | $437.8M | 4.8M | -521,112-10.91% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.76% | 1.81% | $382.3M | 1.0M | $390.8M | 1.2M | -184,973-15.19% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.75% | 1.45% | $379.2M | 552,132 | $313.2M | 524,192 | +27,940+5.33% | Add |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.37% | $338.4M | 957,826 | $294.5M | 1.0M | -68,933-6.71% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.34% | 0.48% | $290.1M | 251,329 | $103.2M | 305,467 | -54,138-17.72% | Reduce |
 BROADCOM INCAVGO |
| 1.33% | 1.19% | $289.0M | 764,997 | $257.0M | 830,351 | -65,354-7.87% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.29% | 1.2% | $280.6M | 381,075 | $259.3M | 449,174 | -68,099-15.16% | Reduce |
 AMAZON COM INCAMZN |
| 1.26% | 1.84% | $274.0M | 1.1M | $397.0M | 1.9M | -756,411-39.68% | Reduce |
| IISHARES S&P 100 ETFIWO |
| 1.04% | 1.06% | $226.6M | 619,212 | $227.6M | 715,414 | -96,202-13.45% | Reduce |
| IISHARES RUSSELLIWB |
| 0.93% | 0.85% | $201.7M | 492,609 | $183.7M | 515,288 | -22,679-4.40% | Reduce |
| IISHARES RUSSELLIWF |
| 0.9% | 1.02% | $194.7M | 1.6M | $219.7M | 515,341 | +1.1M+204.25% | Add |
 TESLA INCTSLA |
| 0.8% | 0.75% | $174.0M | 413,671 | $161.7M | 434,935 | -21,264-4.89% | Reduce |
 QUANTA SVCS INCPWR |
| 0.71% | 0.62% | $153.5M | 213,233 | $133.0M | 242,282 | -29,049-11.99% | Reduce |
| CCOMFORT SYS USA INCFIX |
| 0.65% | 0.58% | $140.8M | 71,032 | $123.9M | 89,865 | -18,833-20.96% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.63% | 0.67% | $136.2M | 272,201 | $145.2M | 303,035 | -30,834-10.18% | Reduce |
| IISHARES TRIVV |
| 0.6% | 0.57% | $130.1M | 173,789 | $122.8M | 187,959 | -14,170-7.54% | Reduce |
 INTEL CORPINTC |
| 0.6% | 0.33% | $129.4M | 926,753 | $71.9M | 1.6M | -703,235-43.14% | Reduce |
 ELI LILLY & COLLY |
| 0.59% | 0.47% | $128.0M | 106,721 | $102.1M | 111,049 | -4,328-3.90% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.58% | 0.35% | $125.1M | 195,864 | $74.7M | 276,112 | -80,248-29.06% | Reduce |
| IISHARES MSCI ACWI ETFTOK |
| 0.58% | 0.49% | $124.8M | 795,286 | $106.6M | 770,683 | +24,603+3.19% | Add |
 JPMORGAN CHASE & COJPM |
| 0.56% | 0.54% | $122.5M | 374,144 | $116.2M | 394,889 | -20,745-5.25% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.56% | 0.32% | $121.0M | 279,306 | $68.0M | 318,279 | -38,973-12.24% | Reduce |
 DRAFTKINGS INC NEWDKNG |
| 0.53% | 0.41% | $115.7M | 4.6M | $88.9M | 4.1M | +470,798+11.45% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 0.5% | 0.47% | $107.9M | 640,304 | $100.9M | 765,982 | -125,678-16.41% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.49% | 0.82% | $105.5M | 414,553 | $176.1M | 1.2M | -753,227-64.50% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.53% | $102.7M | 799,214 | $113.2M | 941,353 | -142,139-15.10% | Reduce |
| IISHARES COREIJR |
| 0.44% | 0.36% | $96.3M | 649,005 | $78.0M | 627,789 | +21,216+3.38% | Add |
 GE VERNOVA INCGEV |
| 0.44% | 0.41% | $96.0M | 81,722 | $87.6M | 100,302 | -18,580-18.52% | Reduce |
 AMPHENOL CORPAPH |
| 0.44% | 0.27% | $95.9M | 544,132 | $57.9M | 458,641 | +85,491+18.64% | Add |
 CENTENE CORP DEL COMCNC |
| 0.44% | 0.31% | $94.7M | 1.5M | $66.4M | 2.0M | -553,930-27.30% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.43% | 0.26% | $92.9M | 40,840 | $55.6M | 87,530 | -46,690-53.34% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.43% | 0.55% | $92.2M | 98,607 | $118.7M | 119,168 | -20,561-17.25% | Reduce |
 GE AEROSPACEGE |
| 0.42% | 0.37% | $91.6M | 244,985 | $79.7M | 281,023 | -36,038-12.82% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.4% | 0.37% | $87.2M | 368,338 | $80.5M | 374,469 | -6,131-1.64% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.4% | 0.12% | $86.0M | 148,069 | $26.0M | 128,036 | +20,033+15.65% | Add |
 ARISTA NETWORKS INCANET |
| 0.39% | 0.43% | $83.9M | 494,124 | $92.5M | 753,762 | -259,638-34.45% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.38% | 0.31% | $83.1M | 161,193 | $67.5M | 169,564 | -8,371-4.94% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.38% | 0.32% | $82.8M | 273,436 | $69.3M | 291,465 | -18,029-6.19% | Reduce |
 EDISON INTLEIX |
| 0.38% | 0.46% | $82.3M | 1.1M | $98.6M | 1.3M | -241,016-17.89% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 0.37% | 0.31% | $80.5M | 278,159 | $66.2M | 312,419 | -34,260-10.97% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.36% | 0.35% | $78.4M | 917,505 | $74.5M | 966,621 | -49,116-5.08% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.36% | 0.39% | $77.8M | 306,145 | $85.1M | 347,966 | -41,821-12.02% | Reduce |
