 NVIDIA CORPORATIONNVDA |
| 24.66% | 22.62% | $51.2M | 255,641 | $48.1M | 275,580 | -19,939-7.24% | Reduce |
 APPLE INCAAPL |
| 5.08% | 4.68% | $10.5M | 36,428 | $10.0M | 39,207 | -2,779-7.09% | Reduce |
| IISHARES TRIGM |
| 4.06% | 2.93% | $8.4M | 51,531 | $6.2M | 52,508 | -977-1.86% | Reduce |
 ELI LILLY & COLLY |
| 3.78% | 3.18% | $7.8M | 6,535 | $6.8M | 7,340 | -805-10.97% | Reduce |
 AMAZON COM INCAMZN |
| 3.16% | 2.94% | $6.6M | 27,535 | $6.3M | 30,010 | -2,475-8.25% | Reduce |
 MICROSOFT CORPMSFT |
| 3.13% | 3.34% | $6.5M | 17,414 | $7.1M | 19,161 | -1,747-9.12% | Reduce |
 ALPHABET INCGOOGL |
| 2.92% | 2.44% | $6.1M | 16,950 | $5.2M | 17,990 | -1,040-5.78% | Reduce |
 VISA INCV |
| 2.69% | 2.45% | $5.6M | 16,290 | $5.2M | 17,250 | -960-5.57% | Reduce |
 ARM HOLDINGS PLCARM |
| 2.41% | 1.1% | $5.0M | 14,108 | $2.3M | 15,413 | -1,305-8.47% | Reduce |
 PALO ALTOPANW |
| 2.22% | 1.08% | $4.6M | 13,497 | $2.3M | 14,327 | -830-5.79% | Reduce |
| IISHARES COREIJR |
| 1.94% | 1.66% | $4.0M | 27,085 | $3.5M | 28,310 | -1,225-4.33% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.76% | 1.59% | $3.6M | 33,074 | $3.4M | 34,819 | -1,745-5.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.71% | 1.7% | $3.6M | 10,868 | $3.6M | 12,258 | -1,390-11.34% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 1.7% | 2.04% | $3.5M | 8,850 | $4.3M | 9,399 | -549-5.84% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.48% | 1.64% | $3.1M | 3,288 | $3.5M | 3,503 | -215-6.14% | Reduce |
 META PLATFORMS INCMETA |
| 1.23% | 1.23% | $2.6M | 4,539 | $2.6M | 4,549 | -10-0.22% | Reduce |
| IISHARES COREIJH |
| 0.99% | 0.87% | $2.0M | 26,554 | $1.9M | 27,400 | -846-3.09% | Reduce |
| IISHARES RUSSELLIWF |
| 0.96% | 0.95% | $2.0M | 16,021 | $2.0M | 4,743 | +11,278+237.78% | Add |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.76% | $2.0M | 5,617 | $1.6M | 5,617 | 00.00% | Unchanged |
| IISHARES TRIYF |
| 0.95% | 0.9% | $2.0M | 15,389 | $1.9M | 16,338 | -949-5.81% | Reduce |
 SERVICENOW INCNOW |
| 0.94% | 0.99% | $1.9M | 19,585 | $2.1M | 20,185 | -600-2.97% | Reduce |
 HOME DEPOT INCHD |
| 0.91% | 0.92% | $1.9M | 5,377 | $2.0M | 5,942 | -565-9.51% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.85% | 0.87% | $1.8M | 1,043 | $1.9M | 1,072 | -29-2.71% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.84% | 0.9% | $1.7M | 6,874 | $1.9M | 7,799 | -925-11.86% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.84% | 0.52% | $1.7M | 2,286 | $1.1M | 2,806 | -520-18.53% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.82% | 0.77% | $1.7M | 1,680 | $1.6M | 1,930 | -250-12.95% | Reduce |
| IISHARES TRHDV |
| 0.81% | 0.88% | $1.7M | 61,677 | $1.9M | 13,813 | +47,864+346.51% | Add |
 ASML HLDG NVASML |
| 0.8% | 0.52% | $1.7M | 838 | $1.1M | 838 | 00.00% | Unchanged |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.78% | 0.63% | $1.6M | 26,463 | $1.3M | 24,034 | +2,429+10.11% | Add |
| IISHARES TRIJK |
| 0.78% | 1% | $1.6M | 13,823 | $2.1M | 21,179 | -7,356-34.73% | Reduce |
| TTERADYNE INCTER |
| 0.77% | 0.46% | $1.6M | 3,301 | $978,807 | 3,301 | 00.00% | Unchanged |
| IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.75% | 0.8% | $1.6M | 8,679 | $1.7M | 11,787 | -3,108-26.37% | Reduce |
 ABBVIE INCABBV |
| 0.73% | 0.65% | $1.5M | 6,023 | $1.4M | 6,313 | -290-4.59% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.72% | 0.94% | $1.5M | 2,913 | $2.0M | 3,313 | -400-12.07% | Reduce |
 SALESFORCE INCCRM |
| 0.7% | 0.88% | $1.5M | 9,274 | $1.9M | 10,039 | -765-7.62% | Reduce |
| CCITIGROUP INCC |
| 0.67% | 0.64% | $1.4M | 9,948 | $1.4M | 11,948 | -2,000-16.74% | Reduce |
 CISCO SYS INCCSCO |
| 0.67% | 0.52% | $1.4M | 11,802 | $1.1M | 14,142 | -2,340-16.55% | Reduce |
| IISHARES RUSSELLIWM |
| 0.62% | 0.5% | $1.3M | 4,259 | $1.1M | 4,259 | 00.00% | Unchanged |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.6% | 0.65% | $1.2M | 3,153 | $1.4M | 4,382 | -1,229-28.05% | Reduce |
 AMGEN INC COMAMGN |
| 0.58% | 0.64% | $1.2M | 3,300 | $1.4M | 3,865 | -565-14.62% | Reduce |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.57% | 0.53% | $1.2M | 13,090 | $1.1M | 14,149 | -1,059-7.48% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.55% | 0.46% | $1.1M | 20,190 | $980,879 | 17,305 | +2,885+16.67% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.54% | 0.37% | $1.1M | 2,340 | $790,803 | 2,340 | 00.00% | Unchanged |
 SOUTHERN COSO |
| 0.53% | 0.52% | $1.1M | 11,423 | $1.1M | 11,423 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.52% | 0.44% | $1.1M | 1,458 | $938,742 | 1,443 | +15+1.04% | Add |
 TEXAS INSTRS INCTXN |
| 0.49% | 0.39% | $1.0M | 3,399 | $829,754 | 4,274 | -875-20.47% | Reduce |
| IISHARES U.S. HEALTHCARE ETFIYH |
| 0.49% | 0.45% | $1.0M | 15,024 | $950,727 | 15,423 | -399-2.59% | Reduce |
 ORACLE CORPORCL |
| 0.48% | 0.54% | $995,807 | 6,795 | $1.1M | 7,796 | -1,001-12.84% | Reduce |
| IISHARES TRIJJ |
| 0.46% | 0.65% | $960,302 | 6,500 | $1.4M | 10,375 | -3,875-37.35% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.43% | 0.37% | $884,862 | 2,616 | $791,288 | 2,616 | 00.00% | Unchanged |
