| DDBX ETF TRUSCA |
| 17.03% | 16.2% | $2.52B | 57.5M | $2.06B | 52.8M | +4.8M+9.02% | Add |
| IISHARES TRUSCL |
| 17.02% | 16.15% | $2.52B | 30.3M | $2.05B | 27.7M | +2.6M+9.28% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.29% | 4.37% | $634.7M | 3.2M | $555.8M | 3.2M | -15,120-0.47% | Reduce |
 APPLE INCAAPL |
| 3.94% | 3.77% | $583.4M | 2.0M | $478.8M | 1.9M | +129,798+6.88% | Add |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 3.53% | 4.08% | $522.4M | 14.1M | $518.7M | 14.1M | +30,000+0.21% | Add |
 ALPHABET INCGOOGL |
| 3.42% | 3.11% | $505.9M | 1.4M | $395.2M | 1.4M | +41,426+3.01% | Add |
| SSTATE STREETSPHY |
| 3.32% | 3.75% | $491.1M | 21.0M | $476.9M | 20.5M | +500,000+2.44% | Add |
 MICROSOFT CORPMSFT |
| 2.43% | 2.74% | $360.2M | 965,714 | $347.7M | 939,375 | +26,339+2.80% | Add |
 AMAZON COM INCAMZN |
| 2.04% | 2.14% | $302.7M | 1.3M | $272.0M | 1.3M | -36,000-2.76% | Reduce |
 BROADCOM INCAVGO |
| 1.5% | 1.34% | $221.6M | 586,503 | $169.7M | 548,420 | +38,083+6.94% | Add |
| IISHARES US REAL ESTATE ETFIYR |
| 1.36% | 1.21% | $201.4M | 2.0M | $153.3M | 1.6M | +349,144+21.54% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.25% | 0.41% | $185.6M | 160,806 | $52.2M | 154,552 | +6,254+4.05% | Add |
 META PLATFORMS INCMETA |
| 1.15% | 1.26% | $170.0M | 301,887 | $160.7M | 280,875 | +21,012+7.48% | Add |
 TESLA INCTSLA |
| 1.03% | 1.1% | $151.8M | 361,000 | $139.6M | 375,500 | -14,500-3.86% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.88% | 0.89% | $130.6M | 399,018 | $113.7M | 386,405 | +12,613+3.26% | Add |
 ELI LILLY & COLLY |
| 0.86% | 0.74% | $127.5M | 106,300 | $94.1M | 102,300 | +4,000+3.91% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.85% | 0.33% | $126.5M | 217,777 | $41.3M | 203,124 | +14,653+7.21% | Add |
| IISHARES TREEM |
| 0.71% | 0.69% | $105.5M | 1.5M | $87.6M | 1.5M | 00.00% | Unchanged |
 VISA INCV |
| 0.64% | 0.6% | $95.4M | 278,077 | $76.3M | 252,421 | +25,656+10.16% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.74% | $94.5M | 188,840 | $94.6M | 197,340 | -8,500-4.31% | Reduce |
 INTEL CORPINTC |
| 0.56% | 0.2% | $82.7M | 591,958 | $25.1M | 568,897 | +23,061+4.05% | Add |
 APPLIED MATLS INCAMAT |
| 0.56% | 0.27% | $82.5M | 114,103 | $34.4M | 100,566 | +13,537+13.46% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.54% | 0.58% | $80.1M | 315,500 | $73.6M | 301,100 | +14,400+4.78% | Add |
 LAM RESEARCH CORPLRCX |
| 0.51% | 0.26% | $75.9M | 175,225 | $33.4M | 156,323 | +18,902+12.09% | Add |
 EXXON MOBIL CORPXOM |
| 0.5% | 0.8% | $74.2M | 543,000 | $101.8M | 600,000 | -57,000-9.50% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.48% | 0.54% | $70.9M | 138,011 | $69.0M | 138,011 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.47% | 0.38% | $69.8M | 65,500 | $48.7M | 68,800 | -3,300-4.80% | Reduce |
 WALMART INCWMT |
| 0.46% | 0.61% | $68.5M | 604,535 | $77.2M | 621,535 | -17,000-2.74% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.52% | $59.8M | 63,885 | $65.7M | 65,985 | -2,100-3.18% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.44% | $59.4M | 1.0M | $55.7M | 1.1M | -98,712-8.65% | Reduce |
 KLA CORPKLAC |
| 0.4% | 0.19% | $59.1M | 196,011 | $24.0M | 16,288 | +179,723+1,103.41% | Add |
 CISCO SYS INCCSCO |
| 0.39% | 0.25% | $58.1M | 494,225 | $31.7M | 408,303 | +85,922+21.04% | Add |
 ABBVIE INCABBV |
| 0.39% | 0.38% | $57.5M | 228,400 | $47.7M | 219,500 | +8,900+4.05% | Add |
 GE AEROSPACEGE |
| 0.37% | 0.35% | $55.1M | 147,500 | $44.0M | 155,000 | -7,500-4.84% | Reduce |
 COCA COLA COKO |
| 0.36% | 0.5% | $53.8M | 662,227 | $63.3M | 832,227 | -170,000-20.43% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.36% | 0.28% | $53.7M | 129,300 | $35.0M | 129,300 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.32% | 0.35% | $47.1M | 366,500 | $44.1M | 366,500 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.31% | 0.35% | $45.8M | 130,000 | $44.1M | 134,000 | -4,000-2.99% | Reduce |
 GE VERNOVA INCGEV |
| 0.3% | 0.27% | $44.5M | 37,900 | $34.9M | 40,000 | -2,100-5.25% | Reduce |
 NETFLIX INCNFLX |
| 0.3% | 0.44% | $44.1M | 617,037 | $56.1M | 583,177 | +33,860+5.81% | Add |
 MORGAN STANLEYMS |
| 0.27% | 0.24% | $39.9M | 191,034 | $30.3M | 183,984 | +7,050+3.83% | Add |
 PROCTER & GAMBLE COPG |
| 0.26% | 0.2% | $38.4M | 262,155 | $24.9M | 172,155 | +90,000+52.28% | Add |
 TEXAS INSTRS INCTXN |
| 0.26% | 0.14% | $37.8M | 126,740 | $17.7M | 91,361 | +35,379+38.72% | Add |
 PALO ALTOPANW |
| 0.25% | 0.14% | $37.0M | 108,570 | $17.6M | 109,637 | -1,067-0.97% | Reduce |
 WESTERN DIGITAL CORPWDC |
| 0.24% | 0.14% | $35.5M | 55,621 | $18.1M | 66,775 | -11,154-16.70% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.23% | 0.08% | $34.2M | 114,925 | $10.4M | 105,359 | +9,566+9.08% | Add |
 AMPHENOL CORPAPH |
| 0.23% | 0.19% | $34.2M | 193,718 | $23.5M | 186,158 | +7,560+4.06% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.23% | 0.27% | $33.8M | 366,441 | $34.4M | 366,441 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.23% | — | $33.6M | 203,000 | $0 | 0 | +203,000 | New Buy |
 LINDE PLCLIN |
| 0.23% | 0.22% | $33.5M | 64,600 | $28.0M | 56,500 | +8,100+14.34% | Add |
