 NVIDIA CORPORATIONNVDA |
| 5.11% | 5.07% | $457.0M | 2.3M | $432.1M | 2.5M | -193,386-7.81% | Reduce |
 APPLE INCAAPL |
| 4.77% | 4.75% | $426.4M | 1.5M | $404.5M | 1.6M | -120,257-7.55% | Reduce |
 MICROSOFT CORPMSFT |
| 3.08% | 3.47% | $275.4M | 738,401 | $295.2M | 797,361 | -58,960-7.39% | Reduce |
 AMAZON COM INCAMZN |
| 2.58% | 2.55% | $230.5M | 967,285 | $217.0M | 1.0M | -74,657-7.17% | Reduce |
 ALPHABET INCGOOGL |
| 2.28% | 2.08% | $203.7M | 570,085 | $177.1M | 615,908 | -45,823-7.44% | Reduce |
 BROADCOM INCAVGO |
| 1.92% | 1.79% | $171.5M | 453,874 | $152.3M | 492,051 | -38,177-7.76% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.68% | $163.1M | 461,693 | $142.7M | 497,407 | -35,714-7.18% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.52% | 0.51% | $136.1M | 117,948 | $43.7M | 129,332 | -11,384-8.80% | Reduce |
 META PLATFORMS INCMETA |
| 1.4% | 1.6% | $125.3M | 222,514 | $136.3M | 238,267 | -15,753-6.61% | Reduce |
 TESLA INCTSLA |
| 1.32% | 1.31% | $117.8M | 280,084 | $111.7M | 300,346 | -20,262-6.75% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.1% | 1.19% | $98.7M | 197,284 | $101.3M | 211,397 | -14,113-6.68% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.08% | 1.09% | $96.1M | 293,651 | $92.6M | 314,837 | -21,186-6.73% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.05% | 0.42% | $94.2M | 162,118 | $35.4M | 174,214 | -12,096-6.94% | Reduce |
 ELI LILLY & COLLY |
| 0.91% | 0.8% | $81.4M | 67,889 | $68.0M | 73,943 | -6,054-8.19% | Reduce |
 INTEL CORPINTC |
| 0.81% | 0.3% | $72.1M | 516,348 | $25.9M | 585,981 | -69,633-11.88% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.78% | 1.11% | $69.5M | 508,081 | $94.2M | 555,364 | -47,283-8.51% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.77% | 0.85% | $68.4M | 269,311 | $72.4M | 296,086 | -26,775-9.04% | Reduce |
 CATERPILLAR INCCAT |
| 0.75% | 0.57% | $66.6M | 62,531 | $48.9M | 69,057 | -6,526-9.45% | Reduce |
| IISHARES MSCI TAIWAN ETFEWT |
| 0.67% | 0.52% | $59.6M | 548,372 | $44.4M | 625,832 | -77,460-12.38% | Reduce |
 VISA INCV |
| 0.64% | 0.65% | $57.5M | 167,487 | $55.0M | 181,831 | -14,344-7.89% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.64% | 0.35% | $57.1M | 79,018 | $29.5M | 86,193 | -7,175-8.32% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.34% | $53.6M | 123,703 | $28.9M | 135,065 | -11,362-8.41% | Reduce |
 CISCO SYS INCCSCO |
| 0.59% | 0.44% | $52.3M | 445,349 | $37.8M | 486,673 | -41,324-8.49% | Reduce |
 ABBVIE INCABBV |
| 0.57% | 0.55% | $50.9M | 202,369 | $46.7M | 214,834 | -12,465-5.80% | Reduce |
 WALMART INCWMT |
| 0.54% | 0.67% | $47.9M | 422,536 | $57.3M | 461,299 | -38,763-8.40% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.53% | 0.36% | $47.7M | 236,159 | $30.8M | 250,534 | -14,375-5.74% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.51% | 0.6% | $45.2M | 48,367 | $51.3M | 51,495 | -3,128-6.07% | Reduce |
| SSchwab Strategic TrSWTSX |
| 0.48% | 0.43% | $42.8M | 2.4M | $37.0M | 2.4M | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.47% | 0.45% | $42.1M | 738,216 | $38.6M | 791,565 | -53,349-6.74% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.47% | 0.66% | $42.0M | 253,328 | $56.3M | 272,041 | -18,713-6.88% | Reduce |
 GE AEROSPACEGE |
| 0.46% | 0.4% | $41.3M | 110,432 | $33.8M | 119,146 | -8,714-7.31% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.46% | 0.51% | $41.1M | 80,030 | $43.3M | 86,646 | -6,616-7.64% | Reduce |
 KLA CORPKLAC |
| 0.45% | 0.25% | $40.0M | 132,526 | $21.5M | 14,602 | +117,924+807.59% | Add |
 PROCTER & GAMBLE COPG |
| 0.44% | 0.49% | $39.7M | 270,440 | $41.8M | 289,168 | -18,728-6.48% | Reduce |
 HOME DEPOT INCHD |
| 0.42% | 0.44% | $37.4M | 106,171 | $37.8M | 115,021 | -8,850-7.69% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.39% | 0.29% | $35.2M | 84,606 | $24.6M | 91,042 | -6,436-7.07% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.39% | 0.37% | $34.9M | 124,172 | $31.8M | 131,183 | -7,011-5.34% | Reduce |
 LINDE PLCLIN |
| 0.38% | 0.41% | $33.6M | 64,716 | $34.9M | 70,350 | -5,634-8.01% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.36% | 0.35% | $32.6M | 32,190 | $29.8M | 35,271 | -3,081-8.74% | Reduce |
 COCA COLA COKO |
| 0.36% | 0.39% | $32.2M | 395,713 | $32.8M | 431,839 | -36,126-8.37% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.35% | 0.11% | $31.0M | 13,619 | $9.5M | 15,008 | -1,389-9.26% | Reduce |
 GE VERNOVA INCGEV |
| 0.34% | 0.29% | $30.6M | 26,059 | $24.6M | 28,128 | -2,069-7.36% | Reduce |
 NETFLIX INCNFLX |
| 0.33% | 0.5% | $29.3M | 409,720 | $42.3M | 439,958 | -30,238-6.87% | Reduce |
 MERCK & CO INCMRK |
| 0.33% | 0.35% | $29.0M | 226,047 | $29.5M | 245,330 | -19,283-7.86% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.32% | 0.35% | $28.9M | 349,488 | $30.1M | 377,612 | -28,124-7.45% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.32% | 0.23% | $28.2M | 94,447 | $19.8M | 102,026 | -7,579-7.43% | Reduce |
| CCITIGROUP INCC |
| 0.31% | 0.29% | $27.5M | 196,365 | $24.8M | 218,437 | -22,072-10.10% | Reduce |
 MORGAN STANLEYMS |
| 0.31% | 0.27% | $27.3M | 130,397 | $23.2M | 141,081 | -10,684-7.57% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.29% | 0.35% | $26.1M | 297,562 | $29.5M | 317,958 | -20,396-6.41% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.29% | 0.22% | $25.6M | 246,051 | $18.8M | 193,282 | +52,769+27.30% | Add |
