 BROADCOM INCAVGO |
| 6.58% | 6.42% | $56.4M | 149,339 | $49.4M | 159,685 | -10,346-6.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.07% | 5.19% | $43.5M | 217,244 | $40.0M | 229,231 | -11,987-5.23% | Reduce |
 ALPHABET INCGOOGL |
| 4.44% | 4.26% | $38.1M | 106,530 | $32.8M | 114,198 | -7,668-6.71% | Reduce |
 AMAZON COM INCAMZN |
| 3.72% | 3.88% | $31.8M | 133,600 | $29.9M | 143,368 | -9,768-6.81% | Reduce |
 TESLA INCTSLA |
| 3.55% | 3.74% | $30.5M | 72,401 | $28.8M | 77,536 | -5,135-6.62% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 3.05% | 3.44% | $26.1M | 15,391 | $26.5M | 15,314 | +77+0.50% | Add |
 NETFLIX INCNFLX |
| 2.81% | 4.32% | $24.1M | 337,079 | $33.3M | 346,264 | -9,185-2.65% | Reduce |
| IISHARES TRGVI |
| 2.58% | 2.78% | $22.1M | 205,251 | $21.4M | 201,707 | +3,544+1.76% | Add |
 APPLE INCAAPL |
| 2.53% | 2.63% | $21.6M | 74,788 | $20.3M | 79,811 | -5,023-6.29% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 2.29% | 2.94% | $19.6M | 49,395 | $22.7M | 49,170 | +225+0.46% | Add |
 CLOUDFLARE INCNET |
| 2.25% | 2.03% | $19.3M | 78,701 | $15.7M | 75,907 | +2,794+3.68% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.18% | 1.13% | $18.7M | 16,216 | $8.7M | 25,801 | -9,585-37.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.05% | 2.42% | $17.6M | 18,809 | $18.6M | 18,666 | +143+0.77% | Add |
 ARM HOLDINGS PLCARM |
| 1.82% | 0.9% | $15.6M | 43,964 | $6.9M | 45,741 | -1,777-3.88% | Reduce |
| IISHARES TRGVI |
| 1.74% | 1.95% | $14.9M | 140,107 | $15.0M | 141,308 | -1,201-0.85% | Reduce |
 GRAIL INCGRAL |
| 1.73% | 1.53% | $14.8M | 217,262 | $11.8M | 228,256 | -10,994-4.82% | Reduce |
| IISHARES TRCMF |
| 1.7% | 2.06% | $14.6M | 252,501 | $15.8M | 278,292 | -25,791-9.27% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.68% | 1.15% | $14.4M | 18,871 | $8.9M | 22,713 | -3,842-16.92% | Reduce |
| IISHARES TRAGG |
| 1.47% | 1.79% | $12.6M | 127,150 | $13.8M | 138,668 | -11,518-8.31% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.47% | 0.71% | $12.6M | 21,661 | $5.5M | 27,039 | -5,378-19.89% | Reduce |
 DATADOG INCDDOG |
| 1.39% | 0.86% | $11.9M | 45,872 | $6.6M | 56,137 | -10,265-18.29% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.31% | 1.44% | $11.2M | 28,177 | $11.1M | 34,848 | -6,671-19.14% | Reduce |
 FORTINET INCFTNT |
| 1.24% | 0.75% | $10.6M | 68,957 | $5.7M | 70,241 | -1,284-1.83% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.23% | 1.53% | $10.6M | 23,039 | $11.8M | 24,312 | -1,273-5.24% | Reduce |
 ROSS STORES INC COMROST |
| 1.17% | 1.54% | $10.1M | 47,264 | $11.8M | 54,628 | -7,364-13.48% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 1.15% | 1.08% | $9.8M | 103,786 | $8.3M | 134,727 | -30,941-22.97% | Reduce |
 CATERPILLAR INCCAT |
| 1.14% | 0.98% | $9.8M | 9,205 | $7.5M | 10,647 | -1,442-13.54% | Reduce |
| IISHARES TRTIP |
| 1.03% | 1.1% | $8.8M | 80,469 | $8.5M | 77,002 | +3,467+4.50% | Add |
 ILLUMINA INCILMN |
| 0.99% | 0.84% | $8.5M | 48,067 | $6.4M | 52,174 | -4,107-7.87% | Reduce |
 ASML HLDG NVASML |
| 0.94% | 0.74% | $8.1M | 4,052 | $5.7M | 4,342 | -290-6.68% | Reduce |
| BBEONE MEDICINES LTDONC |
| 0.94% | 1.1% | $8.0M | 28,237 | $8.5M | 28,492 | -255-0.89% | Reduce |
 DEERE & CODE |
| 0.94% | 1.06% | $8.0M | 12,654 | $8.1M | 14,440 | -1,786-12.37% | Reduce |
 GUARDANT HEALTH INCGH |
| 0.92% | 0.64% | $7.9M | 52,547 | $5.0M | 53,724 | -1,177-2.19% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.91% | 0.6% | $7.8M | 30,720 | $4.7M | 30,876 | -156-0.51% | Reduce |
 METTLER TOLEDO INTERNATIONALMTD |
| 0.9% | 0.99% | $7.7M | 6,065 | $7.6M | 6,054 | +11+0.18% | Add |
 WALMART INCWMT |
| 0.87% | 1.07% | $7.5M | 66,126 | $8.3M | 66,554 | -428-0.64% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.79% | $7.4M | 21,072 | $6.1M | 21,128 | -56-0.27% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.85% | 0.86% | $7.3M | 14,504 | $6.6M | 13,788 | +716+5.19% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.83% | 0.98% | $7.1M | 99,030 | $7.5M | 104,807 | -5,777-5.51% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 0.83% | 0.89% | $7.1M | 91,262 | $6.8M | 87,230 | +4,032+4.62% | Add |
 SYNOPSYS INCSNPS |
| 0.81% | 0.96% | $6.9M | 15,500 | $7.4M | 18,626 | -3,126-16.78% | Reduce |
 MICROSOFT CORPMSFT |
| 0.78% | 0.82% | $6.7M | 17,878 | $6.3M | 17,023 | +855+5.02% | Add |
 TJX COS INC NEWTJX |
| 0.78% | 0.92% | $6.7M | 43,974 | $7.1M | 44,444 | -470-1.06% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.77% | 1.13% | $6.6M | 10,613 | $8.7M | 11,217 | -604-5.38% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.77% | 0.71% | $6.6M | 13,274 | $5.5M | 12,307 | +967+7.86% | Add |
 VEEVA SYS INCVEEV |
| 0.72% | 0.75% | $6.1M | 34,572 | $5.8M | 33,002 | +1,570+4.76% | Add |
 MONGODB INC CL AMDB |
| 0.71% | 0.5% | $6.1M | 18,197 | $3.8M | 15,702 | +2,495+15.89% | Add |
 TEXAS INSTRS INCTXN |
| 0.7% | 0.56% | $6.0M | 20,092 | $4.3M | 22,171 | -2,079-9.38% | Reduce |
 CHUBB LIMITEDCB |
| 0.68% | 0.84% | $5.8M | 17,060 | $6.5M | 19,871 | -2,811-14.15% | Reduce |
 TRAVELERS COSTRV |
| 0.68% | 0.64% | $5.8M | 17,519 | $4.9M | 16,809 | +710+4.22% | Add |
