| VVANGUARD INDEX FDSVOO |
| 17.87% | 17.85% | $236.6M | 344,538 | $204.9M | 342,870 | +1,668+0.49% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 7.94% | 8.27% | $105.2M | 1.3M | $95.0M | 1.3M | -8,711-0.69% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 7.51% | 7.43% | $99.5M | 1.6M | $85.3M | 1.6M | +60,355+3.86% | Add |
 APPLE INCAAPL |
| 6.46% | 6.57% | $85.6M | 295,766 | $75.4M | 297,057 | -1,291-0.43% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.97% | 3.99% | $52.6M | 262,746 | $45.8M | 262,546 | +200+0.08% | Add |
| AAVANTIS U SAVUV |
| 3.63% | 3.79% | $48.1M | 385,249 | $43.5M | 394,029 | -8,780-2.23% | Reduce |
 AMAZON COM INCAMZN |
| 3.39% | 3.48% | $44.8M | 188,114 | $39.9M | 191,800 | -3,686-1.92% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 3.13% | 3.07% | $41.4M | 470,858 | $35.2M | 95,771 | +375,087+391.65% | Add |
| IISHARES MORNINGSTAR MID-CAP ETFIMCB |
| 2.97% | 3.14% | $39.3M | 407,204 | $36.1M | 432,405 | -25,201-5.83% | Reduce |
 MICROSOFT CORPMSFT |
| 2.81% | 3.37% | $37.2M | 99,637 | $38.7M | 104,601 | -4,964-4.75% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.15% | $34.0M | 96,351 | $24.6M | 85,868 | +10,483+12.21% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.05% | 2.06% | $27.1M | 170,810 | $23.7M | 161,513 | +9,297+5.76% | Add |
| JJ P MORGAN EXCHANGE TRADED FJBND |
| 1.91% | 2.02% | $25.3M | 473,636 | $23.2M | 431,887 | +41,749+9.67% | Add |
 LAM RESEARCH CORPLRCX |
| 1.81% | 1.05% | $23.9M | 55,238 | $12.1M | 56,615 | -1,377-2.43% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJPIE |
| 1.75% | — | $23.1M | 501,929 | $0 | 0 | +501,929 | New Buy |
| VVANGUARD WORLD FDMGV |
| 1.65% | 1.73% | $21.8M | 133,485 | $19.8M | 136,710 | -3,225-2.36% | Reduce |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 1.6% | 1.54% | $21.2M | 415,000 | $17.6M | 298,606 | +116,394+38.98% | Add |
 JPMORGAN CHASE & COJPM |
| 1.59% | 1.67% | $21.0M | 64,122 | $19.2M | 65,159 | -1,037-1.59% | Reduce |
 META PLATFORMS INCMETA |
| 1.3% | 1.58% | $17.1M | 30,446 | $18.1M | 31,711 | -1,265-3.99% | Reduce |
 VANECK ETF TRUSTSMH |
| 1.04% | 0.6% | $13.8M | 21,094 | $6.9M | 17,977 | +3,117+17.34% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.98% | 0.97% | $12.9M | 241,289 | $11.2M | 226,097 | +15,192+6.72% | Add |
 TESLA INCTSLA |
| 0.92% | 0.88% | $12.1M | 28,864 | $10.1M | 27,277 | +1,587+5.82% | Add |
 BROADCOM INCAVGO |
| 0.82% | 0.74% | $10.9M | 28,754 | $8.5M | 27,360 | +1,394+5.10% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.85% | $10.0M | 20,036 | $9.8M | 20,479 | -443-2.16% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.75% | 1.07% | $9.9M | 85,148 | $12.3M | 84,284 | +864+1.03% | Add |
| PPIMCO ETF TRPYLD |
| 0.7% | 0.47% | $9.2M | 347,052 | $5.4M | 204,503 | +142,549+69.71% | Add |
 BERKLEY W R CORPWRB |
| 0.67% | 0.73% | $8.9M | 126,494 | $8.4M | 126,308 | +186+0.15% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.54% | 0.46% | $7.1M | 28,110 | $5.3M | 21,714 | +6,396+29.46% | Add |
 CHEVRON CORPORATIONCVX |
| 0.51% | 0.74% | $6.8M | 41,045 | $8.5M | 41,149 | -104-0.25% | Reduce |
 ALPHABET INCGOOGL |
| 0.5% | 0.47% | $6.7M | 18,702 | $5.4M | 18,769 | -67-0.36% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.5% | 0.5% | $6.6M | 115,647 | $5.7M | 116,738 | -1,091-0.93% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.45% | 0.48% | $6.0M | 37,728 | $5.6M | 37,559 | +169+0.45% | Add |
 VISA INCV |
| 0.44% | 0.48% | $5.8M | 17,035 | $5.5M | 18,251 | -1,216-6.66% | Reduce |
 ABBVIE INCABBV |
| 0.44% | 0.44% | $5.8M | 22,908 | $5.1M | 23,421 | -513-2.19% | Reduce |
 ELI LILLY & COLLY |
| 0.43% | 0.37% | $5.7M | 4,726 | $4.2M | 4,577 | +149+3.26% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.41% | 0.44% | $5.5M | 30,295 | $5.1M | 30,560 | -265-0.87% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.39% | 0.29% | $5.1M | 7,308 | $3.3M | 5,368 | +1,940+36.14% | Add |
 ORACLE CORPORCL |
| 0.38% | 0.44% | $5.0M | 34,439 | $5.0M | 34,023 | +416+1.22% | Add |
 WALMART INCWMT |
| 0.38% | 0.48% | $5.0M | 44,125 | $5.5M | 44,623 | -498-1.12% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.37% | 0.07% | $4.8M | 8,348 | $843,421 | 4,146 | +4,202+101.35% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.34% | 0.12% | $4.5M | 3,862 | $1.4M | 4,147 | -285-6.87% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.33% | 0.49% | $4.4M | 31,874 | $5.6M | 32,933 | -1,059-3.22% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.33% | 0.32% | $4.3M | 4,289 | $3.6M | 4,282 | +7+0.16% | Add |
| IISHARES U.S. MEDICAL DEVICES ETFIHI |
| 0.3% | 0.41% | $4.0M | 80,072 | $4.7M | 88,900 | -8,828-9.93% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.29% | 0.33% | $3.8M | 26,213 | $3.8M | 26,541 | -328-1.24% | Reduce |
 MERCK & CO INCMRK |
| 0.27% | 0.29% | $3.6M | 27,981 | $3.4M | 28,024 | -43-0.15% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.27% | 0.33% | $3.5M | 38,433 | $3.8M | 39,937 | -1,504-3.77% | Reduce |
 TJX COS INC NEWTJX |
| 0.24% | 0.3% | $3.2M | 21,354 | $3.4M | 21,335 | +19+0.09% | Add |
 RTX CORPORATIONRTX |
| 0.24% | 0.27% | $3.1M | 16,411 | $3.1M | 16,172 | +239+1.48% | Add |
| IISHARES S&P 100 ETFIWO |
| 0.23% | 0.23% | $3.1M | 8,447 | $2.7M | 8,447 | 00.00% | Unchanged |
