 ALPHABET INCGOOGL |
| 10.3% | 9.44% | $83.7M | 234,276 | $67.9M | 236,030 | -1,754-0.74% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.08% | 2.86% | $57.5M | 98,999 | $20.5M | 100,967 | -1,968-1.95% | Reduce |
 APPLE INCAAPL |
| 6.11% | 6.13% | $49.7M | 171,637 | $44.1M | 173,699 | -2,062-1.19% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.75% | 3.64% | $30.5M | 152,243 | $26.2M | 150,166 | +2,077+1.38% | Add |
 MICROSOFT CORPMSFT |
| 3.74% | 4.2% | $30.4M | 81,492 | $30.2M | 81,692 | -200-0.24% | Reduce |
 AMAZON COM INCAMZN |
| 3.11% | 3.04% | $25.3M | 106,170 | $21.9M | 104,984 | +1,186+1.13% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 2.8% | 2.92% | $22.7M | 484,437 | $21.0M | 445,325 | +39,112+8.78% | Add |
 JPMORGAN CHASE & COJPM |
| 2.47% | 2.5% | $20.1M | 61,321 | $18.0M | 61,113 | +208+0.34% | Add |
 LOWES COS INC COMLOW |
| 2.05% | 2.49% | $16.7M | 75,722 | $17.9M | 75,681 | +41+0.05% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.89% | 2.56% | $15.3M | 131,408 | $18.4M | 125,980 | +5,428+4.31% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.88% | 2.21% | $15.2M | 269,887 | $15.9M | 280,257 | -10,370-3.70% | Reduce |
| IISHARES TRAGG |
| 1.87% | 2.04% | $15.2M | 153,268 | $14.7M | 147,931 | +5,337+3.61% | Add |
| TTCW ETF TRUSTXB |
| 1.76% | 1.97% | $14.3M | 364,876 | $14.2M | 361,180 | +3,696+1.02% | Add |
| SSTATE STREET SPDR GLOBAL DOW ETFDGT |
| 1.71% | 1.79% | $13.9M | 75,104 | $12.9M | 76,074 | -970-1.28% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.7% | 1.83% | $13.8M | 54,265 | $13.2M | 53,864 | +401+0.74% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.62% | 1.65% | $13.1M | 26,429 | $11.9M | 26,553 | -124-0.47% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJPIE |
| 1.54% | 1.58% | $12.5M | 272,160 | $11.3M | 246,240 | +25,920+10.53% | Add |
 VISA INCV |
| 1.5% | 1.49% | $12.2M | 35,520 | $10.7M | 35,405 | +115+0.32% | Add |
| BBANK OF AMER CORPBAC |
| 1.49% | 1.39% | $12.1M | 212,504 | $10.0M | 205,268 | +7,236+3.53% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 1.38% | 1.37% | $11.2M | 406,127 | $9.9M | 398,560 | +7,567+1.90% | Add |
| FFIRST TR EXCHANGE TRADED FDFYC |
| 1.38% | 1.2% | $11.2M | 84,326 | $8.6M | 77,595 | +6,731+8.67% | Add |
 META PLATFORMS INCMETA |
| 1.35% | 1.49% | $10.9M | 19,430 | $10.7M | 18,764 | +666+3.55% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.32% | 1.46% | $10.7M | 20,907 | $10.5M | 20,998 | -91-0.43% | Reduce |
| PPROSHARES TRNOBL |
| 1.29% | 1.4% | $10.5M | 187,306 | $10.1M | 94,932 | +92,374+97.31% | Add |
 CISCO SYS INCCSCO |
| 1.27% | 0.88% | $10.4M | 88,214 | $6.4M | 81,852 | +6,362+7.77% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.24% | 1.36% | $10.1M | 20,163 | $9.8M | 20,361 | -198-0.97% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.15% | 1.3% | $9.3M | 113,075 | $9.4M | 113,081 | -6-0.01% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.12% | 2.01% | $9.1M | 54,975 | $14.5M | 70,030 | -15,055-21.50% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.11% | 1.25% | $9.0M | 124,500 | $9.0M | 124,693 | -193-0.15% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.07% | 1.49% | $8.7M | 13,904 | $10.7M | 13,912 | -8-0.06% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.03% | 1.36% | $8.4M | 158,083 | $9.8M | 159,666 | -1,583-0.99% | Reduce |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 1% | 0.94% | $8.1M | 281,183 | $6.8M | 269,924 | +11,259+4.17% | Add |
 BOEING COBA |
| 0.98% | 1.02% | $8.0M | 36,953 | $7.3M | 36,794 | +159+0.43% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.97% | 1.09% | $7.9M | 85,286 | $7.9M | 83,546 | +1,740+2.08% | Add |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.93% | 0.76% | $7.6M | 67,866 | $5.5M | 68,523 | -657-0.96% | Reduce |
| FFIRST TRUSTCIBR |
| 0.9% | 0.71% | $7.3M | 81,789 | $5.1M | 81,175 | +614+0.76% | Add |
| VVANGUARD CORE PLUS BOND ETFVPLS |
| 0.89% | 1.01% | $7.2M | 93,216 | $7.3M | 93,641 | -425-0.45% | Reduce |
| IISHARES TRIBTH |
| 0.82% | 0.94% | $6.7M | 299,077 | $6.7M | 300,552 | -1,475-0.49% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.79% | 0.79% | $6.4M | 70,347 | $5.7M | 62,165 | +8,182+13.16% | Add |
| IISHARES TRIBTJ |
| 0.78% | 0.89% | $6.4M | 294,216 | $6.4M | 292,849 | +1,367+0.47% | Add |
 EXXON MOBIL CORPXOM |
| 0.76% | 1.07% | $6.2M | 45,218 | $7.7M | 45,352 | -134-0.30% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.71% | 0.77% | $5.7M | 181,154 | $5.5M | 179,477 | +1,677+0.93% | Add |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 0.69% | 0.77% | $5.6M | 277,458 | $5.6M | 272,203 | +5,255+1.93% | Add |
| IISHARES TRIOO |
| 0.66% | 0.67% | $5.4M | 39,372 | $4.8M | 39,606 | -234-0.59% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.64% | 0.65% | $5.2M | 65,108 | $4.7M | 65,239 | -131-0.20% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 0.59% | 0.42% | $4.8M | 47,736 | $3.0M | 43,882 | +3,854+8.78% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.58% | 0.68% | $4.7M | 53,635 | $4.9M | 52,460 | +1,175+2.24% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.57% | 0.56% | $4.6M | 136,856 | $4.0M | 139,000 | -2,144-1.54% | Reduce |
 TEREX CORP NEWTEX |
| 0.56% | 0.52% | $4.6M | 63,060 | $3.8M | 63,540 | -480-0.76% | Reduce |
| PPACER FDS TRCOWZ |
| 0.56% | 0.65% | $4.5M | 72,833 | $4.7M | 74,822 | -1,989-2.66% | Reduce |
