| SSTATE STREETSPYM |
| 24.47% | 29.69% | $64.7M | 890,494 | $74.2M | 1.1M | -237,700-21.07% | Reduce |
| IISHARES TRIVV |
| 18.9% | 18.1% | $50.0M | 80,500 | $45.2M | 80,500 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 15.36% | 14.71% | $40.6M | 71,525 | $36.8M | 71,525 | 00.00% | Unchanged |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 4.05% | — | $10.7M | 312,000 | $0 | 0 | +312,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.5% | 2.96% | $9.3M | 58,550 | $7.4M | 68,250 | -9,700-14.21% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 3.33% | 3.44% | $8.8M | 15,680 | $8.6M | 15,680 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.13% | 2.43% | $8.3M | 36,600 | $6.1M | 36,600 | 00.00% | Unchanged |
 ORMAT TECHNOLOGIES INCORA |
| 2.99% | 2.68% | $7.9M | 94,500 | $6.7M | 94,500 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLF |
| 2.99% | 3.01% | $7.9M | 150,965 | $7.5M | 150,965 | 00.00% | Unchanged |
| IISHARES TRITB |
| 2.62% | 4.43% | $6.9M | 74,400 | $11.1M | 116,400 | -42,000-36.08% | Reduce |
 AMAZON COM INCAMZN |
| 2.46% | 2.26% | $6.5M | 29,650 | $5.6M | 29,650 | 00.00% | Unchanged |
| WWISDOMTREE JAPANDXJ |
| 2.4% | 2.45% | $6.3M | 55,500 | $6.1M | 55,500 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 2.31% | 1.49% | $6.1M | 22,200 | $3.7M | 22,200 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.31% | 1.84% | $6.1M | 12,262 | $4.6M | 12,262 | 00.00% | Unchanged |
 VISA INCV |
| 2.23% | 2.33% | $5.9M | 16,644 | $5.8M | 16,644 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 2.19% | 2.03% | $5.8M | 32,870 | $5.1M | 32,870 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.18% | 2.2% | $5.8M | 5,815 | $5.5M | 5,815 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.53% | 1.17% | $4.1M | 28,565 | $2.9M | 28,565 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 1.03% | 0.89% | $2.7M | 8,550 | $2.2M | 8,550 | 00.00% | Unchanged |
| MMONDAY COM LTDMNDY |
| 0.01% | 0.01% | $19,812 | 63 | $15,319 | 63 | 00.00% | Unchanged |
 JFROG LTDFROG |
| <0.01% | <0.01% | $6,714 | 153 | $4,896 | 153 | 00.00% | Unchanged |
