| SSELECT SECTOR SPDR TRXLK |
| 5.46% | 4.12% | $7.8M | 41,140 | $5.7M | 42,528 | -1,388-3.26% | Reduce |
 MICROSOFT CORPMSFT |
| 4.21% | 4.52% | $6.0M | 16,181 | $6.2M | 16,737 | -556-3.32% | Reduce |
 ALPHABET INCGOOGL |
| 3.22% | 2.83% | $4.6M | 12,940 | $3.9M | 13,506 | -566-4.19% | Reduce |
 APPLE INCAAPL |
| 3.21% | 5.01% | $4.6M | 15,913 | $6.9M | 27,081 | -11,168-41.24% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.07% | 2.73% | $4.4M | 22,006 | $3.7M | 21,470 | +536+2.50% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.69% | 2.41% | $3.9M | 5,624 | $3.3M | 5,530 | +94+1.70% | Add |
| VVANGUARD MIDVO |
| 2.61% | 2.43% | $3.7M | 46,380 | $3.3M | 11,595 | +34,785+300.00% | Add |
 AMAZON COM INCAMZN |
| 2.29% | 2.23% | $3.3M | 13,753 | $3.1M | 14,647 | -894-6.10% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.2% | 2.13% | $3.2M | 19,872 | $2.9M | 19,872 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 2.2% | 2.22% | $3.2M | 26,872 | $3.0M | 27,972 | -1,100-3.93% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.13% | 0.84% | $3.1M | 5,266 | $1.1M | 5,652 | -386-6.83% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.03% | 2.05% | $2.9M | 3,958 | $2.8M | 4,857 | -899-18.51% | Reduce |
 BANK OF MARIN BANCORP COMBMRC |
| 1.87% | 1.81% | $2.7M | 97,046 | $2.5M | 97,046 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVOX |
| 1.79% | 1.83% | $2.6M | 13,934 | $2.5M | 13,934 | 00.00% | Unchanged |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.74% | 2.07% | $2.5M | 2,670 | $2.8M | 2,850 | -180-6.32% | Reduce |
| SSTATE STREETXLI |
| 1.56% | 1.41% | $2.2M | 12,095 | $1.9M | 11,987 | +108+0.90% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.51% | 1.25% | $2.2M | 4,342 | $1.7M | 3,587 | +755+21.05% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.51% | 1.5% | $2.2M | 89,433 | $2.1M | 84,550 | +4,883+5.78% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.45% | 1.32% | $2.1M | 2,779 | $1.8M | 2,779 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 1.32% | 1.22% | $1.9M | 2,537 | $1.7M | 2,562 | -25-0.98% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.23% | 1.18% | $1.8M | 32,812 | $1.6M | 32,812 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVFH |
| 1.22% | 1.17% | $1.7M | 13,249 | $1.6M | 13,249 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 1.2% | 1% | $1.7M | 10,121 | $1.4M | 11,136 | -1,015-9.11% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.19% | 1.34% | $1.7M | 15,867 | $1.8M | 16,607 | -740-4.46% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.18% | 1.02% | $1.7M | 8,866 | $1.4M | 7,360 | +1,506+20.46% | Add |
 VISA INCV |
| 1.11% | 1.02% | $1.6M | 4,634 | $1.4M | 4,622 | +12+0.26% | Add |
 ELI LILLY & COLLY |
| 1.08% | 0.95% | $1.5M | 1,292 | $1.3M | 1,419 | -127-8.95% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.05% | 1.09% | $1.5M | 18,116 | $1.5M | 18,220 | -104-0.57% | Reduce |
 ARM HOLDINGS PLCARM |
| 1.04% | 0.64% | $1.5M | 4,205 | $873,642 | 5,775 | -1,570-27.19% | Reduce |
| VVANGUARD TOTALBNDX |
| 0.93% | 0.92% | $1.3M | 27,424 | $1.3M | 26,145 | +1,279+4.89% | Add |
| BBANK OF AMER CORPBAC |
| 0.92% | 0.86% | $1.3M | 23,063 | $1.2M | 24,263 | -1,200-4.95% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.91% | 0.82% | $1.3M | 4,300 | $1.1M | 4,300 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.9% | 0.86% | $1.3M | 3,936 | $1.2M | 4,021 | -85-2.11% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.89% | 0.88% | $1.3M | 12,262 | $1.2M | 12,363 | -101-0.82% | Reduce |
 PALO ALTOPANW |
| 0.84% | 0.41% | $1.2M | 3,538 | $567,853 | 3,542 | -4-0.11% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 0.84% | 0.74% | $1.2M | 4,868 | $1.0M | 4,917 | -49-1.00% | Reduce |
| IISHARES TRTIP |
| 0.82% | 0.82% | $1.2M | 10,792 | $1.1M | 10,218 | +574+5.62% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.82% | 0.74% | $1.2M | 2,350 | $1.0M | 2,077 | +273+13.14% | Add |
| IISHARES TRGJS |
| 0.73% | 1.06% | $1.0M | 45,891 | $1.4M | 63,141 | -17,250-27.32% | Reduce |
| IISHARES TRPFF |
| 0.71% | 0.72% | $1.0M | 33,556 | $981,821 | 32,382 | +1,174+3.63% | Add |
| VVANGUARD FTSEVEA |
| 0.71% | 0.95% | $1.0M | 14,254 | $1.3M | 20,267 | -6,013-29.67% | Reduce |
| SSPDR SERIES TRUSTSPDG |
| 0.7% | 0.64% | $1.0M | 21,608 | $880,367 | 21,122 | +486+2.30% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.64% | 0.56% | $915,289 | 905 | $765,620 | 905 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.62% | 0.58% | $884,025 | 2,389 | $799,779 | 2,493 | -104-4.17% | Reduce |
| VVANGUARD BD INDEX FDSBLV |
| 0.62% | 0.61% | $882,303 | 12,800 | $837,602 | 12,178 | +622+5.11% | Add |
 META PLATFORMS INCMETA |
| 0.59% | 0.74% | $839,865 | 1,491 | $1.0M | 1,763 | -272-15.43% | Reduce |
 HOME DEPOT INCHD |
| 0.58% | 0.59% | $831,266 | 2,357 | $802,491 | 2,440 | -83-3.40% | Reduce |
 GE VERNOVA INCGEV |
| 0.54% | 0.49% | $776,581 | 661 | $668,640 | 766 | -105-13.71% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.54% | 0.59% | $770,098 | 2,446 | $803,731 | 2,446 | 00.00% | Unchanged |
 INTUITIVE SURGICAL INCISRG |
| 0.53% | 0.65% | $757,978 | 1,906 | $887,866 | 1,926 | -20-1.04% | Reduce |
