 ALPHABET INCGOOGL |
| 7.02% | 6.78% | $25.5M | 71,362 | $23.3M | 80,981 | -9,619-11.88% | Reduce |
 APPLE INCAAPL |
| 6.89% | 6.58% | $25.0M | 86,506 | $22.6M | 89,041 | -2,535-2.85% | Reduce |
 MICROSOFT CORPMSFT |
| 5.03% | 5.27% | $18.3M | 49,027 | $18.1M | 48,842 | +185+0.38% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 4.7% | 4.28% | $17.1M | 16,888 | $14.7M | 17,381 | -493-2.84% | Reduce |
 META PLATFORMS INCMETA |
| 4.31% | 4.61% | $15.7M | 27,786 | $15.8M | 27,639 | +147+0.53% | Add |
 MORGAN STANLEYMS |
| 3.95% | 3.42% | $14.3M | 68,596 | $11.7M | 71,372 | -2,776-3.89% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 3.84% | 4.04% | $14.0M | 193,365 | $13.9M | 192,551 | +814+0.42% | Add |
| BBANK OF AMER CORPBAC |
| 3.71% | 3.56% | $13.5M | 236,746 | $12.2M | 250,304 | -13,558-5.42% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 3.62% | 3.98% | $13.2M | 50,530 | $13.7M | 55,301 | -4,771-8.63% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 3.11% | 3.34% | $11.3M | 122,466 | $11.5M | 121,951 | +515+0.42% | Add |
 EXPEDIA GROUP INCEXPE |
| 2.71% | 2.52% | $9.8M | 38,428 | $8.7M | 37,512 | +916+2.44% | Add |
| CCITIGROUP INCC |
| 2.58% | 2.36% | $9.4M | 66,997 | $8.1M | 71,308 | -4,311-6.05% | Reduce |
 AMAZON COM INCAMZN |
| 2.27% | 2.12% | $8.3M | 34,656 | $7.3M | 34,962 | -306-0.88% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.23% | 2% | $8.1M | 238,852 | $6.8M | 235,089 | +3,763+1.60% | Add |
 CAVCO INDS INC DELCVCO |
| 2.22% | 1.76% | $8.0M | 13,097 | $6.0M | 12,454 | +643+5.16% | Add |
| TTOAST INC CL ATOST |
| 2.2% | 1.86% | $8.0M | 287,405 | $6.4M | 241,195 | +46,210+19.16% | Add |
 CHUBB LIMITEDCB |
| 2.08% | 2.12% | $7.5M | 22,139 | $7.3M | 22,305 | -166-0.74% | Reduce |
 HOME DEPOT INCHD |
| 1.94% | 1.89% | $7.0M | 19,972 | $6.5M | 19,762 | +210+1.06% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 1.85% | 1.96% | $6.7M | 28,391 | $6.7M | 28,768 | -377-1.31% | Reduce |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 1.83% | 1.68% | $6.7M | 191,481 | $5.8M | 189,297 | +2,184+1.15% | Add |
 SOFI TECHNOLOGIES INC COMSOFI |
| 1.64% | 1.29% | $6.0M | 332,102 | $4.4M | 279,543 | +52,559+18.80% | Add |
 NETFLIX INCNFLX |
| 1.6% | 2.23% | $5.8M | 81,576 | $7.6M | 79,479 | +2,097+2.64% | Add |
 LENNAR CORPLEN |
| 1.59% | 1.26% | $5.8M | 64,626 | $4.3M | 52,466 | +12,160+23.18% | Add |
 PAYCHEX INC COMPAYX |
| 1.5% | 1.44% | $5.5M | 55,575 | $4.9M | 53,614 | +1,961+3.66% | Add |
| MMETHANEX CORPMEOH |
| 1.48% | 2.3% | $5.4M | 116,883 | $7.9M | 132,642 | -15,759-11.88% | Reduce |
| BBOOZ ALLEN HAMILTON HLDG CORBAH |
| 1.19% | 1.52% | $4.3M | 71,442 | $5.2M | 66,843 | +4,599+6.88% | Add |
 ACCENTURE PLC IRELANDACN |
| 1.16% | 1.45% | $4.2M | 33,726 | $5.0M | 25,184 | +8,542+33.92% | Add |
| AAlphabet Inc Class CGOOG |
| 1.06% | 0.94% | $3.9M | 10,922 | $3.2M | 11,260 | -338-3.00% | Reduce |
 DOCUSIGN INCDOCU |
| 0.98% | 0.92% | $3.6M | 80,120 | $3.2M | 66,870 | +13,250+19.81% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.81% | 0.78% | $2.9M | 16,204 | $2.7M | 16,204 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.77% | 0.73% | $2.8M | 8,555 | $2.5M | 8,555 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 0.77% | 0.64% | $2.8M | 3,777 | $2.2M | 3,777 | 00.00% | Unchanged |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 0.59% | 0.53% | $2.1M | 83,800 | $1.8M | 83,400 | +400+0.48% | Add |
 APPLIED MATLS INCAMAT |
| 0.59% | 0.3% | $2.1M | 2,955 | $1.0M | 2,965 | -10-0.34% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.55% | 0.51% | $2.0M | 2,652 | $1.7M | 2,673 | -21-0.79% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.5% | 0.5% | $1.8M | 7,083 | $1.7M | 7,083 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.49% | 0.42% | $1.8M | 1,492 | $1.4M | 1,557 | -65-4.17% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.48% | 0.65% | $1.7M | 12,630 | $2.2M | 13,080 | -450-3.44% | Reduce |
 ABBVIE INCABBV |
| 0.46% | 0.44% | $1.7M | 6,625 | $1.5M | 6,925 | -300-4.33% | Reduce |
 INTEL CORPINTC |
| 0.45% | 0.15% | $1.6M | 11,589 | $511,423 | 11,589 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.45% | 0.54% | $1.6M | 11,950 | $1.9M | 11,950 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLF |
| 0.42% | 0.41% | $1.5M | 28,436 | $1.4M | 28,316 | +120+0.42% | Add |
 LOWES COS INC COMLOW |
| 0.38% | 0.44% | $1.4M | 6,265 | $1.5M | 6,354 | -89-1.40% | Reduce |
 MERCK & CO INCMRK |
| 0.37% | 0.36% | $1.3M | 10,461 | $1.2M | 10,261 | +200+1.95% | Add |
 CAPITAL ONE FINL CORPCOF |
| 0.36% | 0.35% | $1.3M | 6,508 | $1.2M | 6,526 | -18-0.28% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.36% | 0.39% | $1.3M | 8,840 | $1.3M | 9,215 | -375-4.07% | Reduce |
 ALTRIA GROUP INCMO |
| 0.32% | 0.31% | $1.2M | 16,099 | $1.1M | 16,099 | 00.00% | Unchanged |
 VISA INCV |
| 0.31% | 0.29% | $1.1M | 3,260 | $985,302 | 3,260 | 00.00% | Unchanged |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.3% | 0.31% | $1.1M | 19,100 | $1.1M | 18,600 | +500+2.69% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.3% | 0.29% | $1.1M | 6,800 | $1.0M | 6,800 | 00.00% | Unchanged |
