| IISHARES TRIVV |
| 8.75% | 7.12% | $2.02B | 2.7M | $1.19B | 1.8M | +876,295+47.95% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.03% | 4.5% | $1.17B | 5.8M | $755.2M | 4.3M | +1.5M+34.52% | Add |
 APPLE INCAAPL |
| 3.63% | 3.88% | $841.0M | 2.9M | $651.1M | 2.6M | +340,976+13.29% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.73% | 5.2% | $632.7M | 847,274 | $871.5M | 1.3M | -492,751-36.77% | Reduce |
 ALPHABET INCGOOGL |
| 2.72% | 2.14% | $629.1M | 1.8M | $358.2M | 1.2M | +514,840+41.33% | Add |
 MICROSOFT CORPMSFT |
| 2.59% | 2.34% | $599.3M | 1.6M | $392.3M | 1.1M | +546,723+51.58% | Add |
 BROADCOM INCAVGO |
| 2.57% | 2.3% | $595.3M | 1.6M | $385.0M | 1.2M | +332,019+26.69% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.2% | 1.85% | $510.3M | 743,013 | $310.7M | 520,000 | +223,013+42.89% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.16% | 1.68% | $499.5M | 432,765 | $281.2M | 832,256 | -399,491-48.00% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.92% | $484.6M | 1.4M | $321.5M | 1.1M | +250,773+22.38% | Add |
 AMAZON COM INCAMZN |
| 1.86% | 1.49% | $431.3M | 1.8M | $249.3M | 1.2M | +612,544+51.17% | Add |
 CISCO SYS INCCSCO |
| 1.45% | 1.29% | $335.2M | 2.9M | $217.0M | 2.8M | +57,200+2.04% | Add |
 LAM RESEARCH CORPLRCX |
| 1.27% | 0.77% | $293.3M | 676,823 | $129.1M | 604,061 | +72,762+12.05% | Add |
 EXXON MOBIL CORPXOM |
| 1.14% | 1.43% | $263.7M | 1.9M | $240.0M | 1.4M | +514,448+36.37% | Add |
 TESLA INCTSLA |
| 1.09% | 0.91% | $251.4M | 597,742 | $152.9M | 411,427 | +186,315+45.29% | Add |
 META PLATFORMS INCMETA |
| 1.05% | 1.19% | $242.5M | 430,483 | $200.4M | 350,215 | +80,268+22.92% | Add |
 ELI LILLY & COLLY |
| 0.96% | 0.57% | $221.2M | 184,400 | $95.3M | 103,586 | +80,814+78.02% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.92% | 0.97% | $213.4M | 1.2M | $162.2M | 981,304 | +198,291+20.21% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.83% | 0.22% | $193.1M | 332,377 | $37.7M | 185,134 | +147,243+79.53% | Add |
 AMPHENOL CORPAPH |
| 0.82% | 0.46% | $190.2M | 1.1M | $78.0M | 616,949 | +461,775+74.85% | Add |
| CCITIGROUP INCC |
| 0.71% | 0.87% | $165.4M | 1.2M | $145.6M | 1.3M | -102,284-7.96% | Reduce |
 WELLTOWER INC COMWELL |
| 0.69% | 0.8% | $159.6M | 703,258 | $133.9M | 677,099 | +26,159+3.86% | Add |
 KLA CORPKLAC |
| 0.68% | 0.36% | $156.8M | 519,682 | $61.1M | 41,521 | +478,161+1,151.61% | Add |
 INTEL CORPINTC |
| 0.67% | 0.12% | $155.3M | 1.1M | $19.8M | 447,953 | +664,034+148.24% | Add |
 WELLS FARGO CO NEWWFC |
| 0.63% | 0.79% | $145.8M | 1.8M | $131.7M | 1.7M | +109,787+6.63% | Add |
 MERCK & CO INCMRK |
| 0.62% | 0.62% | $142.9M | 1.1M | $104.8M | 870,918 | +240,948+27.67% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.6% | 0.68% | $138.4M | 1.6M | $114.1M | 1.2M | +348,258+28.35% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.59% | 0.84% | $136.7M | 1.1M | $140.8M | 1.0M | +71,760+7.10% | Add |
 CVS HEALTH CORPCVS |
| 0.59% | 0.57% | $136.1M | 1.3M | $95.0M | 1.3M | -6,925-0.52% | Reduce |
 TJX COS INC NEWTJX |
| 0.56% | 0.64% | $130.3M | 859,917 | $107.9M | 675,479 | +184,438+27.30% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.56% | 0.66% | $129.1M | 258,053 | $110.0M | 229,556 | +28,497+12.41% | Add |
 NEWMONT CORPNEM |
| 0.55% | 0.6% | $127.8M | 1.4M | $100.8M | 930,865 | +437,694+47.02% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.18% | $122.2M | 293,895 | $29.4M | 108,606 | +185,289+170.61% | Add |
 JPMORGAN CHASE & COJPM |
| 0.51% | 0.57% | $119.1M | 364,639 | $96.0M | 327,107 | +37,532+11.47% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.51% | 0.71% | $117.2M | 2.0M | $118.8M | 2.0M | +76,015+3.88% | Add |
| PPROLOGIS INC. COMPLD |
| 0.48% | 0.62% | $110.4M | 814,796 | $104.2M | 788,348 | +26,448+3.35% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.47% | 0.67% | $109.7M | 2.6M | $111.9M | 2.2M | +362,108+16.23% | Add |
 CHEVRON CORPORATIONCVX |
| 0.47% | 0.22% | $108.4M | 653,897 | $36.7M | 177,384 | +476,513+268.63% | Add |
 ABBVIE INCABBV |
| 0.46% | 0.35% | $107.5M | 427,863 | $59.3M | 273,227 | +154,636+56.60% | Add |
 COCA COLA COKO |
| 0.46% | 0.2% | $107.3M | 1.3M | $34.1M | 448,135 | +872,491+194.69% | Add |
 UNION PAC CORPUNP |
| 0.45% | 0.51% | $103.4M | 380,096 | $84.8M | 349,315 | +30,781+8.81% | Add |
 POPULAR INCBPOP |
| 0.45% | 0.55% | $103.1M | 627,775 | $91.4M | 681,289 | -53,514-7.85% | Reduce |
 MCKESSON CORP COMMCK |
| 0.44% | 0.69% | $102.1M | 135,169 | $116.5M | 134,595 | +574+0.43% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.44% | 0.33% | $102.1M | 51,492 | $55.7M | 40,363 | +11,129+27.57% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.44% | 0.4% | $101.9M | 108,997 | $67.7M | 67,965 | +41,032+60.37% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.44% | 0.39% | $100.7M | 197,738 | $66.2M | 109,567 | +88,171+80.47% | Add |
 INVESCO LTDIVZ |
| 0.42% | 0.48% | $98.3M | 3.7M | $81.0M | 3.3M | +390,017+11.69% | Add |
 APPLIED MATLS INCAMAT |
| 0.42% | 0.19% | $97.6M | 134,944 | $31.9M | 93,233 | +41,711+44.74% | Add |
 ALTRIA GROUP INCMO |
| 0.42% | 0.42% | $97.5M | 1.4M | $70.0M | 1.1M | +294,307+27.74% | Add |
 EQUINIX INCEQIX |
| 0.41% | 0.51% | $94.6M | 90,793 | $86.4M | 88,108 | +2,685+3.05% | Add |
