 APPLE INCAAPL |
| 2.91% | 2.96% | $257.1M | 888,536 | $222.8M | 877,937 | +10,599+1.21% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.91% | 2.88% | $256.6M | 1.3M | $216.8M | 1.2M | +39,122+3.15% | Add |
| IISHARES TRIVV |
| 2.16% | 2.03% | $190.6M | 254,571 | $152.5M | 233,462 | +21,109+9.04% | Add |
 QUANTA SVCS INCPWR |
| 1.81% | 1.68% | $159.6M | 221,674 | $126.1M | 229,657 | -7,983-3.48% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.67% | 1.63% | $147.8M | 197,920 | $122.5M | 188,330 | +9,590+5.09% | Add |
 WALMART INCWMT |
| 1.63% | 2.07% | $143.9M | 1.3M | $155.9M | 1.3M | +15,667+1.25% | Add |
| IINVESCO QQQ TRVOO |
| 1.57% | 1.25% | $138.3M | 187,805 | $94.0M | 162,844 | +24,961+15.33% | Add |
 AMAZON COM INCAMZN |
| 1.52% | 1.49% | $134.0M | 562,084 | $112.1M | 538,299 | +23,785+4.42% | Add |
 MICROSOFT CORPMSFT |
| 1.38% | 1.5% | $121.6M | 325,976 | $112.8M | 304,801 | +21,175+6.95% | Add |
 ALPHABET INCGOOGL |
| 1.13% | 1.01% | $100.0M | 279,769 | $76.3M | 265,464 | +14,305+5.39% | Add |
 BROADCOM INCAVGO |
| 1.02% | 0.94% | $90.0M | 238,345 | $70.3M | 227,280 | +11,065+4.87% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.93% | 0.92% | $81.9M | 221,264 | $69.4M | 216,463 | +4,801+2.22% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.87% | 0.32% | $76.5M | 66,269 | $24.3M | 72,023 | -5,754-7.99% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.47% | $70.8M | 163,386 | $35.3M | 165,125 | -1,739-1.05% | Reduce |
| IISHARES TRSGOV |
| 0.7% | 0.67% | $61.9M | 614,662 | $50.6M | 502,206 | +112,456+22.39% | Add |
 JPMORGAN CHASE & COJPM |
| 0.7% | 0.7% | $61.6M | 188,312 | $52.4M | 178,106 | +10,206+5.73% | Add |
 ELI LILLY & COLLY |
| 0.69% | 0.62% | $61.3M | 51,131 | $46.6M | 50,669 | +462+0.91% | Add |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.57% | $54.9M | 155,294 | $42.6M | 148,585 | +6,709+4.52% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.61% | 0.5% | $54.1M | 590,260 | $37.8M | 412,336 | +177,924+43.15% | Add |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 0.58% | <0.01% | $51.1M | 1.1M | $414 | 10 | +1.1M+11,075,930.00% | Add |
| ZZACKS TRUSTZECP |
| 0.54% | 0.54% | $47.4M | 1.3M | $40.6M | 1.2M | +57,807+4.82% | Add |
| IISHARES COREIJR |
| 0.54% | 0.51% | $47.3M | 318,804 | $38.2M | 306,945 | +11,859+3.86% | Add |
 META PLATFORMS INCMETA |
| 0.53% | 0.62% | $47.0M | 83,353 | $46.3M | 80,853 | +2,500+3.09% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.51% | 0.54% | $45.3M | 207,849 | $40.6M | 206,998 | +851+0.41% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.5% | 0.24% | $44.1M | 75,844 | $18.2M | 89,568 | -13,724-15.32% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.49% | 0.26% | $43.3M | 44,900 | $19.3M | 49,263 | -4,363-8.86% | Reduce |
 CATERPILLAR INCCAT |
| 0.49% | 0.38% | $43.3M | 40,635 | $28.9M | 40,820 | -185-0.45% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.49% | 0.39% | $43.1M | 90,309 | $29.6M | 87,563 | +2,746+3.14% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.48% | 0.46% | $42.5M | 493,893 | $34.9M | 79,840 | +414,053+518.60% | Add |
 TESLA INCTSLA |
| 0.48% | 0.49% | $42.4M | 100,729 | $36.9M | 99,196 | +1,533+1.55% | Add |
 APPLIED MATLS INCAMAT |
| 0.47% | 0.28% | $41.7M | 57,726 | $21.4M | 62,690 | -4,964-7.92% | Reduce |
| IISHARES TRITOT |
| 0.46% | 0.45% | $40.4M | 246,114 | $34.1M | 239,320 | +6,794+2.84% | Add |
| IISHARES COREIJH |
| 0.45% | 0.42% | $40.1M | 519,419 | $31.3M | 463,359 | +56,060+12.10% | Add |
 GE VERNOVA INCGEV |
| 0.45% | 0.39% | $40.0M | 34,084 | $29.6M | 33,951 | +133+0.39% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.45% | 0.38% | $40.0M | 187,786 | $28.6M | 148,921 | +38,865+26.10% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.44% | 0.46% | $39.2M | 57,023 | $34.9M | 58,373 | -1,350-2.31% | Reduce |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.42% | 0.29% | $37.3M | 58,289 | $21.8M | 66,209 | -7,920-11.96% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.42% | 0.34% | $37.0M | 194,031 | $25.4M | 191,414 | +2,617+1.37% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.42% | 0.43% | $36.9M | 73,749 | $32.5M | 67,920 | +5,829+8.58% | Add |
| IISHARES TRAGG |
| 0.41% | 0.44% | $36.5M | 368,810 | $33.1M | 332,953 | +35,857+10.77% | Add |
 KLA CORPKLAC |
| 0.41% | 0.24% | $36.1M | 119,615 | $17.7M | 12,025 | +107,590+894.72% | Add |
 EXXON MOBIL CORPXOM |
| 0.38% | 0.62% | $33.5M | 245,287 | $46.4M | 273,429 | -28,142-10.29% | Reduce |
 CISCO SYS INCCSCO |
| 0.37% | 0.3% | $33.1M | 281,667 | $22.3M | 287,712 | -6,045-2.10% | Reduce |
| IISHARES TRSHV |
| 0.37% | 0.43% | $32.6M | 295,245 | $32.5M | 294,329 | +916+0.31% | Add |
| SSPDR GOLD TRGLD |
| 0.37% | 0.47% | $32.5M | 88,131 | $35.5M | 82,463 | +5,668+6.87% | Add |
| VVANGUARD FTSEVEA |
| 0.36% | 0.35% | $31.4M | 440,370 | $26.6M | 415,705 | +24,665+5.93% | Add |
 ABBVIE INCABBV |
| 0.35% | 0.34% | $30.9M | 122,841 | $25.7M | 118,301 | +4,540+3.84% | Add |
| IISHARES INCIEMG |
| 0.34% | 0.29% | $30.4M | 367,358 | $21.5M | 307,660 | +59,698+19.40% | Add |
 ARISTA NETWORKS INCANET |
| 0.34% | 0.29% | $30.0M | 176,779 | $21.7M | 176,806 | -27-0.02% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.34% | 0.43% | $29.9M | 68,378 | $32.4M | 68,374 | +4+0.01% | Add |
