 NVIDIA CORPORATIONNVDA |
| 5.81% | 5.75% | $17.64B | 88.1M | $13.52B | 77.5M | +10.6M+13.69% | Add |
 APPLE INCAAPL |
| 3.99% | 3.82% | $12.10B | 41.8M | $9.00B | 35.5M | +6.3M+17.91% | Add |
| IINVESCO QQQ TRVOO |
| 3.35% | 3.26% | $10.17B | 13.8M | $7.68B | 13.3M | +506,927+3.81% | Add |
 MICROSOFT CORPMSFT |
| 3.19% | 3.68% | $9.67B | 25.9M | $8.65B | 23.4M | +2.6M+10.99% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.06% | 0.73% | $9.27B | 8.0M | $1.71B | 5.1M | +3.0M+58.38% | Add |
| IISHARES RUSSELLIWM |
| 2.93% | 3.61% | $8.89B | 29.6M | $8.49B | 34.2M | -4.6M-13.58% | Reduce |
 AMAZON COM INCAMZN |
| 2.25% | 2.02% | $6.82B | 28.6M | $4.75B | 22.8M | +5.8M+25.42% | Add |
 BROADCOM INCAVGO |
| 2.2% | 1.9% | $6.67B | 17.7M | $4.48B | 14.5M | +3.2M+22.17% | Add |
 ALPHABET INCGOOGL |
| 2.12% | 2.1% | $6.42B | 18.0M | $4.94B | 17.2M | +790,536+4.61% | Add |
 TESLA INCTSLA |
| 2.08% | 2.41% | $6.30B | 15.0M | $5.68B | 15.3M | -282,259-1.85% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.58% | 0.7% | $4.78B | 8.2M | $1.65B | 8.1M | +118,661+1.46% | Add |
| AAlphabet Inc Class CGOOG |
| 1.31% | 1.3% | $3.98B | 11.3M | $3.06B | 10.7M | +593,047+5.56% | Add |
 META PLATFORMS INCMETA |
| 1.23% | 1.52% | $3.72B | 6.6M | $3.58B | 6.3M | +346,753+5.54% | Add |
| IISHARES TRHYG |
| 1% | 1.36% | $3.02B | 37.8M | $3.20B | 40.2M | -2.4M-5.92% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.92% | 0.34% | $2.80B | 4.3M | $794.6M | 2.1M | +2.2M+106.17% | Add |
| SSPDR GOLD TRGLD |
| 0.91% | 1.38% | $2.75B | 7.5M | $3.25B | 7.5M | -67,238-0.89% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.91% | $2.55B | 7.8M | $2.14B | 7.3M | +526,650+7.24% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.83% | 0.79% | $2.52B | 3.7M | $1.86B | 3.1M | +554,393+17.81% | Add |
 VISA INCV |
| 0.82% | 0.84% | $2.49B | 7.3M | $1.98B | 6.6M | +708,022+10.79% | Add |
 INTEL CORPINTC |
| 0.78% | 0.31% | $2.36B | 16.9M | $729.4M | 16.5M | +362,062+2.19% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.72% | 1.09% | $2.18B | 2.9M | $2.56B | 3.9M | -1.0M-25.98% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.71% | 0.4% | $2.16B | 3.0M | $942.1M | 2.8M | +235,177+8.53% | Add |
 ELI LILLY & COLLY |
| 0.7% | 0.68% | $2.14B | 1.8M | $1.60B | 1.7M | +43,770+2.52% | Add |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.38% | $2.13B | 4.9M | $886.6M | 4.1M | +760,156+18.32% | Add |
| IISHARES TRTLT |
| 0.66% | 0.66% | $1.99B | 23.0M | $1.56B | 18.0M | +5.0M+27.58% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.65% | 0.53% | $1.97B | 4.1M | $1.24B | 3.7M | +467,871+12.79% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.62% | 0.76% | $1.89B | 35.5M | $1.79B | 29.3M | +6.2M+21.33% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.62% | 0.59% | $1.87B | 11.8M | $1.38B | 10.8M | +1.0M+9.59% | Add |
| CCARVANA CO CL ACVNA |
| 0.59% | 0.84% | $1.79B | 27.2M | $1.97B | 6.3M | +20.9M+334.20% | Add |
| IISHARES TREEM |
| 0.58% | 0.58% | $1.76B | 25.8M | $1.36B | 24.0M | +1.8M+7.37% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.56% | 0.63% | $1.70B | 3.4M | $1.48B | 3.1M | +325,900+10.58% | Add |
 CISCO SYS INCCSCO |
| 0.56% | 0.45% | $1.69B | 14.4M | $1.06B | 13.7M | +749,162+5.48% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.51% | 0.58% | $1.55B | 6.1M | $1.36B | 5.5M | +553,089+9.97% | Add |
 CATERPILLAR INCCAT |
| 0.51% | 0.48% | $1.54B | 1.4M | $1.13B | 1.6M | -151,221-9.47% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.5% | 1.05% | $1.53B | 26.8M | $2.47B | 50.6M | -23.8M-47.01% | Reduce |
 GE VERNOVA INCGEV |
| 0.49% | 0.44% | $1.49B | 1.3M | $1.04B | 1.2M | +78,373+6.61% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.48% | 0.22% | $1.46B | 4.9M | $519.3M | 5.2M | -341,815-6.52% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.47% | 0.52% | $1.44B | 26.8M | $1.23B | 24.9M | +1.9M+7.62% | Add |
 KLA CORPKLAC |
| 0.46% | 0.24% | $1.40B | 4.6M | $571.7M | 388,256 | +4.2M+1,093.56% | Add |
 ORACLE CORPORCL |
| 0.45% | 0.61% | $1.36B | 9.3M | $1.44B | 9.8M | -465,418-4.76% | Reduce |
 WALMART INCWMT |
| 0.45% | 0.49% | $1.35B | 11.9M | $1.16B | 9.4M | +2.6M+27.60% | Add |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.44% | 0.25% | $1.35B | 6.7M | $582.7M | 4.7M | +1.9M+41.11% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.44% | 0.38% | $1.34B | 1.3M | $888.7M | 1.1M | +278,523+26.51% | Add |
 EXXON MOBIL CORPXOM |
| 0.38% | 0.56% | $1.14B | 8.4M | $1.32B | 7.8M | +561,893+7.20% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.37% | 0.4% | $1.12B | 1.2M | $932.6M | 935,971 | +265,545+28.37% | Add |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.37% | 0.5% | $1.12B | 15.0M | $1.18B | 18.1M | -3.1M-17.11% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.36% | 0.56% | $1.10B | 10.6M | $1.32B | 13.6M | -2.9M-21.56% | Reduce |
 NETFLIX INCNFLX |
| 0.36% | 0.53% | $1.10B | 15.4M | $1.24B | 12.9M | +2.5M+19.37% | Add |
| QQUALCOMM INCQCOM |
| 0.36% | 0.41% | $1.09B | 5.9M | $961.6M | 7.5M | -1.6M-21.00% | Reduce |
 GE AEROSPACEGE |
| 0.34% | 0.4% | $1.04B | 2.8M | $931.2M | 3.3M | -491,852-14.99% | Reduce |
