| IISHARES TRTLT |
| 22.75% | 0.51% | $15.39B | 178.1M | $179.0M | 2.1M | +176.0M+8,526.05% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 6.58% | — | $4.45B | 26.1M | $0 | 0 | +26.1M | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.76% | 7.44% | $3.22B | 16.1M | $2.60B | 14.9M | +1.2M+8.03% | Add |
 APPLE INCAAPL |
| 3.36% | 5.46% | $2.27B | 7.9M | $1.91B | 7.5M | +349,085+4.65% | Add |
 ALPHABET INCGOOGL |
| 2.28% | 5.03% | $1.54B | 4.3M | $1.75B | 6.1M | -1.8M-29.16% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.26% | 1.1% | $1.53B | 1.3M | $383.7M | 1.1M | +189,544+16.69% | Add |
 MICROSOFT CORPMSFT |
| 2.26% | 4.1% | $1.53B | 4.1M | $1.43B | 3.9M | +230,600+5.96% | Add |
 AMAZON COM INCAMZN |
| 2.01% | 3.22% | $1.36B | 5.7M | $1.12B | 5.4M | +308,622+5.72% | Add |
 BROADCOM INCAVGO |
| 1.98% | 2.98% | $1.34B | 3.6M | $1.04B | 3.4M | +190,570+5.67% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.73% | 0.88% | $1.17B | 2.0M | $308.8M | 1.5M | +498,842+32.86% | Add |
 TESLA INCTSLA |
| 1.34% | 2.3% | $908.6M | 2.2M | $801.4M | 2.2M | +4,356+0.20% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.26% | 1.95% | $855.2M | 1.2M | $680.8M | 1.1M | +105,943+9.30% | Add |
 META PLATFORMS INCMETA |
| 1.17% | 2.19% | $789.2M | 1.4M | $763.3M | 1.3M | +66,908+5.02% | Add |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.01% | $709.8M | 2.0M | $3.0M | 10,470 | +2.0M+19,088.41% | Add |
 APPLIED MATLS INCAMAT |
| 1.04% | 0.77% | $705.0M | 975,112 | $268.4M | 785,337 | +189,775+24.16% | Add |
 INTEL CORPINTC |
| 0.96% | 0.58% | $650.4M | 4.7M | $201.1M | 4.6M | +101,217+2.22% | Add |
 LAM RESEARCH CORPLRCX |
| 0.95% | 0.77% | $645.8M | 1.5M | $269.3M | 1.3M | +229,836+18.24% | Add |
 KLA CORPKLAC |
| 0.82% | 0.63% | $551.9M | 1.8M | $221.5M | 150,400 | +1.7M+1,116.16% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.76% | 0.12% | $517.0M | 1.1M | $40.4M | 119,592 | +962,904+805.16% | Add |
 TEXAS INSTRS INCTXN |
| 0.65% | 0.79% | $439.6M | 1.5M | $275.4M | 1.4M | +56,375+3.97% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.63% | 0.4% | $428.8M | 1.4M | $138.7M | 1.4M | +38,966+2.78% | Add |
 WALMART INCWMT |
| 0.53% | 0.97% | $355.4M | 3.1M | $337.6M | 2.7M | +421,557+15.52% | Add |
| QQUALCOMM INCQCOM |
| 0.52% | 0.77% | $354.0M | 1.9M | $268.8M | 2.1M | -171,407-8.21% | Reduce |
 ASML HLDG NVASML |
| 0.51% | 0.01% | $346.2M | 174,036 | $3.7M | 2,808 | +171,228+6,097.86% | Add |
 ELI LILLY & COLLY |
| 0.51% | 0.72% | $343.3M | 286,254 | $250.6M | 272,496 | +13,758+5.05% | Add |
| SSANDISK CORP COMSNDK |
| 0.5% | 0.11% | $335.1M | 147,376 | $37.6M | 59,184 | +88,192+149.01% | Add |
 CISCO SYS INCCSCO |
| 0.46% | 0.51% | $311.3M | 2.7M | $179.5M | 2.3M | +336,599+14.55% | Add |
| SSTATE STREETSPYM |
| 0.45% | 0.68% | $304.2M | 3.5M | $238.0M | 3.1M | +352,070+11.32% | Add |
 AMGEN INC COMAMGN |
| 0.42% | 0.64% | $284.5M | 785,516 | $221.8M | 630,304 | +155,212+24.62% | Add |
 JPMORGAN CHASE & COJPM |
| 0.41% | 0.67% | $280.0M | 855,351 | $232.8M | 791,281 | +64,070+8.10% | Add |
 ANALOG DEVICES INC COMADI |
| 0.4% | 0.46% | $270.8M | 681,707 | $159.6M | 501,671 | +180,036+35.89% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.71% | $269.0M | 287,588 | $246.9M | 247,827 | +39,761+16.04% | Add |
 MERCK & CO INCMRK |
| 0.39% | 0.62% | $261.2M | 2.0M | $215.0M | 1.8M | +245,665+13.74% | Add |
 NETFLIX INCNFLX |
| 0.38% | 1.07% | $258.5M | 3.6M | $371.9M | 3.9M | -247,578-6.40% | Reduce |
 PEPSICO INCPEP |
| 0.38% | 0.68% | $254.4M | 1.9M | $236.3M | 1.5M | +357,332+23.49% | Add |
| IISHARES TRIVV |
| 0.37% | 0.76% | $252.1M | 336,655 | $264.9M | 405,514 | -68,859-16.98% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.37% | 0.46% | $252.1M | 606,437 | $159.4M | 589,203 | +17,234+2.92% | Add |
 HOME DEPOT INCHD |
| 0.35% | 0.51% | $237.7M | 673,912 | $178.1M | 541,495 | +132,417+24.45% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.35% | 0.12% | $235.3M | 367,193 | $42.2M | 128,535 | +238,658+185.68% | Add |
 ARM HOLDINGS PLCARM |
| 0.33% | 0.17% | $221.7M | 625,235 | $57.7M | 381,242 | +243,993+64.00% | Add |
 COCA COLA COKO |
| 0.32% | 0.52% | $218.0M | 2.7M | $180.5M | 2.4M | +309,402+13.04% | Add |
 PROCTER & GAMBLE COPG |
| 0.32% | 0.49% | $216.0M | 1.5M | $172.7M | 1.2M | +277,308+23.20% | Add |
| IISHARES INCIEMG |
| 0.31% | 0.59% | $210.1M | 2.5M | $204.5M | 2.9M | -395,521-13.49% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.31% | 0.51% | $208.5M | 416,698 | $176.7M | 368,743 | +47,955+13.00% | Add |
 VISA INCV |
| 0.29% | 0.44% | $199.0M | 579,904 | $153.8M | 508,831 | +71,073+13.97% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.29% | 0.57% | $197.5M | 4.7M | $200.0M | 4.0M | +679,466+17.05% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.29% | 0.19% | $194.4M | 201,481 | $66.3M | 169,194 | +32,287+19.08% | Add |
 CHEVRON CORPORATIONCVX |
| 0.29% | 0.61% | $193.2M | 1.2M | $214.4M | 1.0M | +129,057+12.45% | Add |
 LINDE PLCLIN |
| 0.28% | 0.46% | $190.7M | 367,392 | $159.1M | 320,993 | +46,399+14.45% | Add |
| RROCKET LAB CORP COMRKLB |
| 0.28% | 0.01% | $188.1M | 1.9M | $4.9M | 76,532 | +1.8M+2,317.68% | Add |
