 NVIDIA CORPORATIONNVDA |
| 5.84% | 5.82% | $1.29B | 6.4M | $1.14B | 6.5M | -100,769-1.54% | Reduce |
 APPLE INCAAPL |
| 4.8% | 5.14% | $1.06B | 3.7M | $1.01B | 4.0M | -307,802-7.75% | Reduce |
 MICROSOFT CORPMSFT |
| 3.12% | 3.81% | $688.4M | 1.8M | $747.7M | 2.0M | -174,454-8.64% | Reduce |
 ALPHABET INCGOOGL |
| 2.54% | 2.21% | $561.0M | 1.6M | $433.8M | 1.5M | +61,303+4.06% | Add |
 AMAZON COM INCAMZN |
| 2.45% | 2.71% | $541.0M | 2.3M | $530.5M | 2.5M | -277,253-10.88% | Reduce |
 BROADCOM INCAVGO |
| 2.16% | 2.04% | $477.7M | 1.3M | $400.5M | 1.3M | -29,481-2.28% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.03% | 1.78% | $448.2M | 1.3M | $348.4M | 1.2M | +54,147+4.46% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.58% | 0.45% | $348.9M | 302,272 | $88.8M | 262,856 | +39,416+15.00% | Add |
 META PLATFORMS INCMETA |
| 1.46% | 1.71% | $322.8M | 573,082 | $334.5M | 584,643 | -11,561-1.98% | Reduce |
 TESLA INCTSLA |
| 1.45% | 1.47% | $319.9M | 760,555 | $287.7M | 773,884 | -13,329-1.72% | Reduce |
 ELI LILLY & COLLY |
| 1.15% | 1.04% | $254.8M | 212,458 | $203.7M | 221,464 | -9,006-4.07% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.15% | 0.44% | $253.8M | 436,872 | $86.1M | 423,156 | +13,716+3.24% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.95% | 1.05% | $210.1M | 419,900 | $205.4M | 428,650 | -8,750-2.04% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.91% | 0.95% | $200.6M | 612,924 | $185.4M | 630,335 | -17,411-2.76% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 0.87% | 0.91% | $191.6M | 2.5M | $178.3M | 2.3M | +185,000+8.13% | Add |
 APPLIED MATLS INCAMAT |
| 0.7% | 0.34% | $153.8M | 212,686 | $66.9M | 195,613 | +17,073+8.73% | Add |
 VISA INCV |
| 0.69% | 0.72% | $152.5M | 444,424 | $141.7M | 468,826 | -24,402-5.20% | Reduce |
 INTEL CORPINTC |
| 0.68% | 0.25% | $150.1M | 1.1M | $48.2M | 1.1M | -17,160-1.57% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.66% | 0.38% | $145.2M | 335,179 | $74.5M | 348,574 | -13,395-3.84% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.64% | 1% | $141.7M | 189,780 | $196.1M | 301,550 | -111,770-37.07% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.63% | 0.7% | $139.9M | 550,760 | $137.6M | 563,045 | -12,285-2.18% | Reduce |
 CATERPILLAR INCCAT |
| 0.59% | 0.4% | $131.1M | 123,114 | $78.8M | 111,257 | +11,857+10.66% | Add |
 EXXON MOBIL CORPXOM |
| 0.59% | 0.85% | $129.7M | 948,549 | $165.8M | 977,222 | -28,673-2.93% | Reduce |
 WALMART INCWMT |
| 0.52% | 0.66% | $115.3M | 1.0M | $129.7M | 1.0M | -25,492-2.44% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.5% | 0.58% | $111.1M | 216,339 | $113.1M | 226,444 | -10,105-4.46% | Reduce |
 CISCO SYS INCCSCO |
| 0.48% | 0.37% | $106.1M | 903,668 | $71.7M | 923,696 | -20,028-2.17% | Reduce |
 KLA CORPKLAC |
| 0.48% | 0.27% | $105.7M | 350,255 | $53.9M | 36,580 | +313,675+857.50% | Add |
 GE AEROSPACEGE |
| 0.47% | 0.42% | $104.3M | 279,091 | $82.8M | 291,875 | -12,784-4.38% | Reduce |
 ABBVIE INCABBV |
| 0.47% | 0.55% | $103.1M | 409,814 | $107.2M | 493,002 | -83,188-16.87% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.46% | 0.63% | $102.1M | 109,127 | $123.3M | 123,754 | -14,627-11.82% | Reduce |
 HOME DEPOT INCHD |
| 0.41% | 0.45% | $90.6M | 256,895 | $87.8M | 266,866 | -9,971-3.74% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.41% | 0.11% | $89.9M | 39,554 | $21.9M | 34,417 | +5,137+14.93% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.39% | 0.29% | $86.3M | 207,681 | $57.3M | 211,728 | -4,047-1.91% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.39% | $86.2M | 1.5M | $76.7M | 1.6M | -60,152-3.82% | Reduce |
 GE VERNOVA INCGEV |
| 0.38% | 0.33% | $84.7M | 72,054 | $65.6M | 75,175 | -3,121-4.15% | Reduce |
 NETFLIX INCNFLX |
| 0.36% | 0.58% | $80.5M | 1.1M | $113.3M | 1.2M | -50,222-4.26% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.35% | 0.4% | $78.1M | 532,786 | $78.5M | 543,436 | -10,650-1.96% | Reduce |
 PALO ALTOPANW |
| 0.34% | 0.19% | $74.0M | 217,137 | $37.6M | 234,680 | -17,543-7.48% | Reduce |
 COCA COLA COKO |
| 0.33% | 0.38% | $73.4M | 903,648 | $75.3M | 990,664 | -87,016-8.78% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.33% | 0.23% | $72.7M | 243,916 | $44.4M | 228,863 | +15,053+6.58% | Add |
 MERCK & CO INCMRK |
| 0.33% | 0.36% | $72.6M | 565,110 | $69.8M | 580,004 | -14,894-2.57% | Reduce |
| IISHARES RUSSELLIWF |
| 0.32% | 0.2% | $71.7M | 577,300 | $38.7M | 90,800 | +486,500+535.79% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.32% | 0.47% | $71.3M | 611,279 | $92.3M | 630,714 | -19,435-3.08% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.32% | 0.46% | $70.9M | 428,022 | $90.6M | 437,986 | -9,964-2.27% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.32% | 0.01% | $69.9M | 234,515 | $1.6M | 16,543 | +217,972+1,317.61% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.31% | 0.31% | $68.2M | 67,385 | $59.8M | 70,698 | -3,313-4.69% | Reduce |
 ORACLE CORPORCL |
| 0.3% | 0.35% | $66.8M | 455,801 | $69.4M | 471,999 | -16,198-3.43% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.29% | 0.31% | $64.5M | 356,579 | $60.1M | 363,757 | -7,178-1.97% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.29% | 0.25% | $63.0M | 606,500 | $49.0M | 504,000 | +102,500+20.34% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.27% | 0.27% | $60.5M | 215,042 | $52.9M | 218,342 | -3,300-1.51% | Reduce |
