 MICRON TECHNOLOGY INCMU |
| 4.5% | 1.04% | $9.40B | 8.1M | $2.13B | 4.7M | +3.5M+73.93% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.37% | 4.28% | $9.12B | 33.4M | $8.81B | 32.5M | +871,081+2.68% | Add |
 ALPHABET INCGOOGL |
| 2.28% | 1.48% | $4.76B | 9.9M | $3.05B | 8.1M | +1.8M+22.64% | Add |
 AMAZON COM INCAMZN |
| 1.93% | 2.43% | $4.03B | 16.9M | $5.00B | 15.3M | +1.7M+10.87% | Add |
 TESLA INCTSLA |
| 1.84% | 3.21% | $3.84B | 9.1M | $6.61B | 7.2M | +1.9M+27.09% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.65% | 0.98% | $3.44B | 5.9M | $2.01B | 4.3M | +1.6M+36.38% | Add |
| AAlphabet Inc Class CGOOG |
| 1.63% | 1.6% | $3.41B | 7.2M | $3.29B | 7.8M | -658,067-8.40% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.6% | 1.34% | $3.34B | 8.1M | $2.77B | 7.1M | +1.0M+14.53% | Add |
 APPLE INCAAPL |
| 1.51% | 2.22% | $3.14B | 10.9M | $4.57B | 11.7M | -848,844-7.24% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 1.38% | 1.31% | $2.88B | 16.8M | $2.71B | 21.2M | -4.4M-20.63% | Reduce |
 INTEL CORPINTC |
| 1.33% | 0.42% | $2.79B | 13.8M | $859.3M | 13.4M | +455,772+3.41% | Add |
 MICROSOFT CORPMSFT |
| 1.32% | 3.13% | $2.75B | 7.4M | $6.44B | 12.9M | -5.5M-42.84% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.23% | 1.89% | $2.57B | 3.4M | $3.88B | 3.0M | +424,204+14.09% | Add |
| SSANDISK CORP COMSNDK |
| 1.18% | 0.39% | $2.47B | 993,445 | $794.9M | 1.3M | -257,734-20.60% | Reduce |
 BROADCOM INCAVGO |
| 1.15% | 1.66% | $2.41B | 6.4M | $3.42B | 7.8M | -1.5M-18.69% | Reduce |
| IISHARES RUSSELLIWM |
| 1.03% | 2.15% | $2.16B | 7.2M | $4.42B | 6.3M | +899,667+14.32% | Add |
 META PLATFORMS INCMETA |
| 0.92% | 1.64% | $1.92B | 3.4M | $3.38B | 3.5M | -78,982-2.26% | Reduce |
 CISCO SYS INCCSCO |
| 0.81% | 0.54% | $1.69B | 12.2M | $1.11B | 13.1M | -972,457-7.40% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.79% | 0.37% | $1.64B | 8.1M | $762.8M | 5.6M | +2.6M+46.35% | Add |
 GE AEROSPACEGE |
| 0.77% | 0.39% | $1.62B | 4.0M | $793.1M | 2.6M | +1.4M+53.38% | Add |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.48% | $1.58B | 1.7M | $980.1M | 2.1M | -395,049-18.97% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.74% | 0.74% | $1.54B | 3.7M | $1.52B | 3.1M | +617,352+20.06% | Add |
 LAM RESEARCH CORPLRCX |
| 0.66% | 0.31% | $1.38B | 2.9M | $632.9M | 2.3M | +598,895+26.34% | Add |
 EXXON MOBIL CORPXOM |
| 0.64% | 0.61% | $1.34B | 7.3M | $1.25B | 3.8M | +3.5M+90.33% | Add |
 VISA INCV |
| 0.61% | 0.45% | $1.27B | 3.4M | $922.4M | 2.8M | +570,913+20.54% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.6% | 0.29% | $1.26B | 2.5M | $603.3M | 1.6M | +923,169+59.45% | Add |
 ORACLE CORPORCL |
| 0.56% | 1.06% | $1.18B | 8.0M | $2.19B | 9.0M | -1.0M-11.19% | Reduce |
 ELI LILLY & COLLY |
| 0.56% | 0.66% | $1.16B | 967,780 | $1.36B | 832,398 | +135,382+16.26% | Add |
 VANECK ETF TRUSTSMH |
| 0.55% | 0.54% | $1.14B | 1.7M | $1.11B | 1.2M | +586,294+50.97% | Add |
 WALMART INCWMT |
| 0.54% | 0.52% | $1.12B | 8.0M | $1.07B | 7.0M | +926,702+13.15% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.53% | 0.72% | $1.11B | 1.7M | $1.49B | 1.9M | -153,691-8.18% | Reduce |
 MORGAN STANLEYMS |
| 0.52% | 0.35% | $1.08B | 3.8M | $725.1M | 2.8M | +1.0M+37.21% | Add |
 HOME DEPOT INCHD |
| 0.51% | 0.21% | $1.06B | 2.4M | $439.6M | 1.2M | +1.2M+101.10% | Add |
 KLA CORPKLAC |
| 0.49% | 0.23% | $1.02B | 3.2M | $464.5M | 293,571 | +2.9M+1,002.51% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.46% | 0.3% | $963.6M | 1.5M | $610.9M | 1.2M | +308,404+25.71% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.46% | 0.67% | $961.3M | 1.9M | $1.38B | 1.9M | -2,048-0.11% | Reduce |
 CATERPILLAR INCCAT |
| 0.45% | 0.31% | $945.7M | 687,763 | $639.3M | 683,200 | +4,563+0.67% | Add |
 NETFLIX INCNFLX |
| 0.44% | 0.43% | $924.3M | 9.4M | $877.4M | 6.1M | +3.3M+53.96% | Add |
 ABBVIE INCABBV |
| 0.43% | 0.36% | $901.9M | 3.1M | $744.0M | 3.0M | +12,888+0.42% | Add |
 TEXAS INSTRS INCTXN |
| 0.43% | 0.48% | $898.6M | 2.5M | $986.2M | 4.4M | -1.9M-43.18% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.32% | $844.9M | 694,218 | $655.7M | 554,358 | +139,860+25.23% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.4% | 0.35% | $841.2M | 2.8M | $723.3M | 2.4M | +409,140+17.08% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.37% | 0.11% | $776.3M | 4.9M | $230.3M | 1.7M | +3.3M+197.18% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.36% | 0.31% | $747.7M | 506,220 | $633.0M | 467,330 | +38,890+8.32% | Add |
 ASML HLDG NVASML |
| 0.36% | 0.36% | $746.2M | 342,919 | $746.5M | 509,904 | -166,985-32.75% | Reduce |
| SSTATE STREETXLI |
| 0.34% | 0.26% | $713.2M | 3.5M | $542.2M | 2.4M | +1.1M+46.21% | Add |
| IISHARES TREMB |
| 0.34% | 0.33% | $704.8M | 7.3M | $676.0M | 6.2M | +1.1M+17.74% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.34% | 0.2% | $703.4M | 1.8M | $402.0M | 1.3M | +434,352+32.92% | Add |
| QQUALCOMM INCQCOM |
| 0.33% | 0.21% | $690.4M | 2.7M | $434.2M | 2.5M | +250,263+10.15% | Add |
| IINVESCO QQQ TRVOO |
| 0.32% | 2.01% | $667.1M | 906,349 | $4.14B | 950,662 | -44,313-4.66% | Reduce |
