 NVIDIA CORPORATIONNVDA |
| 13.06% | 13.78% | $148.0M | 739,474 | $129.3M | 741,338 | -1,864-0.25% | Reduce |
 APPLE INCAAPL |
| 2.93% | 3.23% | $33.1M | 114,542 | $30.3M | 119,375 | -4,833-4.05% | Reduce |
 LAM RESEARCH CORPLRCX |
| 2.77% | 1.65% | $31.4M | 72,370 | $15.5M | 72,385 | -15-0.02% | Reduce |
 AMAZON COM INCAMZN |
| 1.83% | 1.91% | $20.8M | 87,168 | $18.0M | 86,198 | +970+1.13% | Add |
 ALPHABET INCGOOGL |
| 1.75% | 1.73% | $19.8M | 55,480 | $16.3M | 56,591 | -1,111-1.96% | Reduce |
 MICROSOFT CORPMSFT |
| 1.74% | 1.93% | $19.7M | 52,748 | $18.1M | 48,978 | +3,770+7.70% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.4% | 0.61% | $15.9M | 27,331 | $5.8M | 28,288 | -957-3.38% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.33% | 2.45% | $15.1M | 20,442 | $23.0M | 39,873 | -19,431-48.73% | Reduce |
 META PLATFORMS INCMETA |
| 1.26% | 1.21% | $14.3M | 25,378 | $11.3M | 19,826 | +5,552+28.00% | Add |
 APPLIED MATLS INCAMAT |
| 1.2% | 0.69% | $13.6M | 18,840 | $6.5M | 19,014 | -174-0.92% | Reduce |
 TESLA INCTSLA |
| 1.14% | 1.1% | $12.9M | 30,578 | $10.4M | 27,878 | +2,700+9.69% | Add |
 VANECK ETF TRUSTSMH |
| 1.01% | 0.73% | $11.4M | 17,372 | $6.8M | 17,757 | -385-2.17% | Reduce |
 AXON ENTERPRISEAXON |
| 0.98% | 0.93% | $11.1M | 19,839 | $8.7M | 20,451 | -612-2.99% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.88% | 0.56% | $10.0M | 171,380 | $5.3M | 89,762 | +81,618+90.93% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.85% | 0.86% | $9.6M | 9,512 | $8.1M | 9,572 | -60-0.63% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWG |
| 0.83% | 0.82% | $9.4M | 32,625 | $7.7M | 33,642 | -1,017-3.02% | Reduce |
 BROADCOM INCAVGO |
| 0.76% | 0.75% | $8.6M | 22,745 | $7.0M | 22,731 | +14+0.06% | Add |
 TEXAS INSTRS INCTXN |
| 0.75% | 0.61% | $8.5M | 28,671 | $5.7M | 29,497 | -826-2.80% | Reduce |
 UNITED RENTALS INCURI |
| 0.75% | 0.63% | $8.5M | 7,509 | $6.0M | 8,172 | -663-8.11% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWV |
| 0.74% | 0.77% | $8.4M | 42,835 | $7.3M | 43,363 | -528-1.22% | Reduce |
 FORTINET INCFTNT |
| 0.74% | 0.47% | $8.3M | 54,346 | $4.4M | 54,410 | -64-0.12% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.72% | 0.61% | $8.1M | 42,561 | $5.7M | 42,973 | -412-0.96% | Reduce |
| SSTATE STREETXLI |
| 0.72% | 0.73% | $8.1M | 43,753 | $6.8M | 42,082 | +1,671+3.97% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.71% | 0.91% | $8.0M | 8,589 | $8.5M | 8,572 | +17+0.20% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.71% | 0.25% | $8.0M | 6,939 | $2.4M | 6,985 | -46-0.66% | Reduce |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.7% | 0.3% | $8.0M | 122,588 | $2.8M | 43,487 | +79,101+181.90% | Add |
| IINVESCO S&P MIDCAP MOMENTUM ETFXMMO |
| 0.7% | 0.72% | $8.0M | 46,822 | $6.7M | 46,531 | +291+0.63% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.7% | 0.71% | $7.9M | 234,282 | $6.6M | 227,173 | +7,109+3.13% | Add |
| CCALAMOS ETF TRCAIE |
| 0.68% | 0.65% | $7.7M | 283,681 | $6.1M | 241,373 | +42,308+17.53% | Add |
 STARBUCKS CORPSBUX |
| 0.68% | 0.72% | $7.7M | 74,899 | $6.7M | 74,994 | -95-0.13% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.65% | 0.69% | $7.4M | 85,781 | $6.5M | 14,859 | +70,922+477.30% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.64% | 0.3% | $7.2M | 16,707 | $2.8M | 17,135 | -428-2.50% | Reduce |
| VVANGUARD INDEX FDSVBK |
| 0.63% | 0.64% | $7.1M | 19,478 | $6.0M | 19,945 | -467-2.34% | Reduce |
 KLA CORPKLAC |
| 0.62% | 0.36% | $7.0M | 23,230 | $3.4M | 2,308 | +20,922+906.50% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.61% | 0.66% | $6.9M | 127,887 | $6.2M | 126,022 | +1,865+1.48% | Add |
 ELI LILLY & COLLY |
| 0.6% | 0.56% | $6.8M | 5,669 | $5.3M | 5,754 | -85-1.48% | Reduce |
| IINVESCO EXCHANGE TRADED FD TPDP |
| 0.57% | 0.55% | $6.5M | 42,767 | $5.2M | 42,769 | -2-0.00% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.53% | 0.21% | $6.1M | 20,311 | $2.0M | 20,201 | +110+0.54% | Add |
| SSPDR GOLD TRGLD |
| 0.53% | 0.25% | $6.0M | 16,163 | $2.3M | 5,434 | +10,729+197.44% | Add |
| VVANGUARD SMALLVBR |
| 0.5% | 0.55% | $5.6M | 23,212 | $5.2M | 23,746 | -534-2.25% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.45% | 0.49% | $5.1M | 15,662 | $4.6M | 15,703 | -41-0.26% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.5% | $5.0M | 14,171 | $4.7M | 16,346 | -2,175-13.31% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.43% | 0.5% | $4.8M | 9,434 | $4.7M | 9,468 | -34-0.36% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.42% | 0.5% | $4.8M | 9,616 | $4.7M | 9,727 | -111-1.14% | Reduce |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.42% | 0.47% | $4.7M | 23,837 | $4.4M | 23,837 | 00.00% | Unchanged |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 0.41% | 0.4% | $4.7M | 27,904 | $3.8M | 29,830 | -1,926-6.46% | Reduce |
 PALO ALTOPANW |
| 0.41% | 0.23% | $4.6M | 13,577 | $2.2M | 13,596 | -19-0.14% | Reduce |
 ABBVIE INCABBV |
| 0.41% | 0.43% | $4.6M | 18,395 | $4.0M | 18,464 | -69-0.37% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.39% | 0.41% | $4.5M | 78,179 | $3.8M | 78,528 | -349-0.44% | Reduce |
 VISA INCV |
| 0.39% | 0.42% | $4.4M | 12,803 | $4.0M | 13,177 | -374-2.84% | Reduce |
