| SSTATE STR SPDR S&P 500 ETF TSPY |
| 16.26% | 19.16% | $2.61B | 3.5M | $2.74B | 4.3M | -768,717-18.00% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.75% | 5.86% | $763.8M | 3.8M | $837.1M | 4.8M | -1.0M-20.97% | Reduce |
 APPLE INCAAPL |
| 3.93% | 3.7% | $631.2M | 2.2M | $528.8M | 2.1M | +96,336+4.62% | Add |
 MICROSOFT CORPMSFT |
| 3.43% | 3.66% | $550.7M | 1.5M | $523.3M | 1.4M | +60,128+4.24% | Add |
| IISHARES TRIVV |
| 2.95% | 1.32% | $474.3M | 530,459 | $188.4M | 290,998 | +239,461+82.29% | Add |
 ALPHABET INCGOOGL |
| 2.92% | 2.54% | $468.3M | 1.3M | $362.8M | 1.3M | +46,018+3.63% | Add |
 AMAZON COM INCAMZN |
| 2.52% | 2.27% | $404.6M | 1.7M | $324.9M | 1.6M | +128,188+8.18% | Add |
 BROADCOM INCAVGO |
| 2.27% | 2.21% | $364.6M | 965,878 | $315.4M | 1.0M | -55,050-5.39% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.11% | 0.74% | $339.5M | 294,483 | $105.4M | 315,209 | -20,726-6.58% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 2.08% | 2.28% | $334.3M | 3.6M | $325.1M | 3.6M | +81,603+2.29% | Add |
 META PLATFORMS INCMETA |
| 1.68% | 2.18% | $269.8M | 480,636 | $310.9M | 548,272 | -67,636-12.34% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.44% | $236.0M | 408,672 | $62.9M | 309,869 | +98,803+31.89% | Add |
| AAlphabet Inc Class CGOOG |
| 1.47% | 1.37% | $235.5M | 666,578 | $195.4M | 681,427 | -14,849-2.18% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.04% | 0.57% | $166.8M | 385,338 | $81.0M | 379,762 | +5,576+1.47% | Add |
| IISHARES TRSHV |
| 0.99% | 1.1% | $159.5M | 1.4M | $157.4M | 1.4M | +11,705+0.82% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.96% | 1.21% | $154.7M | 2.0M | $173.2M | 2.2M | -241,178-10.98% | Reduce |
 KLA CORPKLAC |
| 0.92% | 0.5% | $148.4M | 493,144 | $71.7M | 48,817 | +444,327+910.19% | Add |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.46% | $141.6M | 195,905 | $66.1M | 193,993 | +1,912+0.99% | Add |
| PPOLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADSPSNY |
| 0.83% | 0.94% | $133.7M | 7.8M | $134.6M | 7.8M | 00.00% | Unchanged |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.74% | 0.27% | $118.7M | 186,620 | $38.6M | 121,364 | +65,256+53.77% | Add |
 VISA INCV |
| 0.73% | 0.76% | $117.8M | 343,572 | $108.1M | 358,526 | -14,954-4.17% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.72% | 0.07% | $115.9M | 52,331 | $10.5M | 16,585 | +35,746+215.53% | Add |
| IINVESCO QQQ TRVOO |
| 0.7% | 0.39% | $112.7M | 153,390 | $56.2M | 99,001 | +54,389+54.94% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.7% | 0.02% | $112.0M | 2.1M | $2.4M | 48,262 | +2.0M+4,233.27% | Add |
 ELI LILLY & COLLY |
| 0.68% | 0.64% | $109.3M | 91,229 | $91.7M | 100,075 | -8,846-8.84% | Reduce |
 NETFLIX INCNFLX |
| 0.66% | 0.92% | $105.5M | 1.5M | $132.1M | 1.4M | +89,377+6.47% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.66% | 0.65% | $105.4M | 672,938 | $93.2M | 679,655 | -6,717-0.99% | Reduce |
 CISCO SYS INCCSCO |
| 0.63% | 0.48% | $101.6M | 865,221 | $69.2M | 892,704 | -27,483-3.08% | Reduce |
 INTEL CORPINTC |
| 0.57% | 0.34% | $92.2M | 662,615 | $48.2M | 1.1M | -446,510-40.26% | Reduce |
 CORNING INCGLW |
| 0.52% | 0.4% | $83.3M | 326,436 | $57.4M | 423,649 | -97,213-22.95% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.57% | $81.4M | 158,739 | $81.8M | 164,232 | -5,493-3.34% | Reduce |
| IISHARES SILVER TRSLV |
| 0.5% | 0.68% | $80.7M | 1.5M | $97.5M | 1.5M | +33,501+2.28% | Add |
 WALMART INCWMT |
| 0.5% | 0.59% | $80.7M | 712,555 | $84.4M | 680,114 | +32,441+4.77% | Add |
 ABBVIE INCABBV |
| 0.5% | 0.51% | $80.4M | 319,602 | $73.1M | 336,329 | -16,727-4.97% | Reduce |
| IISHARES TRIEI |
| 0.49% | 0.44% | $78.3M | 667,283 | $62.5M | 529,872 | +137,411+25.93% | Add |
 DISNEY WALT CODIS |
| 0.48% | 0.51% | $76.7M | 796,318 | $72.5M | 754,635 | +41,683+5.52% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.44% | 0.03% | $70.6M | 445,151 | $4.5M | 31,200 | +413,951+1,326.77% | Add |
| IISHARES MSCI TAIWAN ETFEWT |
| 0.44% | 0.09% | $70.3M | 648,931 | $12.8M | 181,162 | +467,769+258.20% | Add |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.42% | 0.65% | $66.9M | 1.2M | $92.3M | 1.3M | -139,475-10.55% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.41% | 0.35% | $66.1M | 166,535 | $49.7M | 156,400 | +10,135+6.48% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.37% | 0.17% | $59.8M | 93,524 | $23.8M | 88,462 | +5,062+5.72% | Add |
 ARISTA NETWORKS INCANET |
| 0.37% | 0.31% | $59.0M | 347,199 | $44.1M | 359,430 | -12,231-3.40% | Reduce |
| IISHARES MSCI INDIA ETFINDA |
| 0.36% | 0.09% | $57.8M | 1.2M | $13.2M | 284,091 | +887,336+312.34% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.36% | 0.13% | $57.4M | 193,664 | $18.7M | 196,819 | -3,155-1.60% | Reduce |
| IISHARES INCORPORATED MSCI ITALY ETFEWI |
| 0.36% | — | $57.2M | 967,869 | $0 | 0 | +967,869 | New Buy |
 MERCADOLIBRE INC COMMELI |
| 0.36% | 0.36% | $57.1M | 33,794 | $50.9M | 30,008 | +3,786+12.62% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.35% | 0.39% | $56.6M | 113,154 | $55.4M | 115,823 | -2,669-2.30% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.35% | 0.36% | $56.0M | 585,700 | $51.9M | 418,303 | +167,397+40.02% | Add |
 JPMORGAN CHASE & COJPM |
| 0.35% | 0.54% | $55.9M | 170,877 | $76.8M | 261,154 | -90,277-34.57% | Reduce |
| QQUALCOMM INCQCOM |
| 0.34% | 0.25% | $54.2M | 292,454 | $35.1M | 272,699 | +19,755+7.24% | Add |
