 APPLE INCAAPL |
| 7.19% | 7.88% | $277.6M | 959,271 | $258.1M | 1.0M | -57,791-5.68% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.99% | 4.96% | $192.6M | 962,463 | $162.4M | 931,337 | +31,126+3.34% | Add |
 AMAZON COM INCAMZN |
| 3.06% | 3.43% | $118.1M | 495,321 | $112.3M | 539,106 | -43,785-8.12% | Reduce |
| IISHARES TRIVV |
| 2.91% | 1.92% | $112.3M | 150,012 | $62.8M | 96,096 | +53,916+56.11% | Add |
 TESLA INCTSLA |
| 2.79% | 3.59% | $107.9M | 256,496 | $117.5M | 316,142 | -59,646-18.87% | Reduce |
 ALPHABET INCGOOGL |
| 2.77% | 2.92% | $107.0M | 299,446 | $95.7M | 332,777 | -33,331-10.02% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.74% | 2.58% | $105.8M | 143,587 | $84.6M | 146,600 | -3,013-2.06% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.5% | 2.99% | $96.6M | 129,081 | $98.0M | 150,301 | -21,220-14.12% | Reduce |
 INTEL CORPINTC |
| 2.1% | 0.98% | $81.0M | 580,058 | $32.2M | 730,224 | -150,166-20.56% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.04% | 1.48% | $78.8M | 135,689 | $48.4M | 237,842 | -102,153-42.95% | Reduce |
 MICROSOFT CORPMSFT |
| 1.93% | 2.22% | $74.4M | 199,544 | $72.6M | 196,174 | +3,370+1.72% | Add |
 META PLATFORMS INCMETA |
| 1.79% | 1.95% | $69.1M | 122,704 | $63.9M | 111,711 | +10,993+9.84% | Add |
 AMGEN INC COMAMGN |
| 1.77% | 1.46% | $68.4M | 188,790 | $47.8M | 135,846 | +52,944+38.97% | Add |
| IISHARES TRIUSB |
| 1.64% | 1.54% | $63.5M | 1.4M | $50.4M | 1.1M | +285,882+26.20% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.62% | 1.01% | $62.7M | 54,333 | $33.0M | 97,640 | -43,307-44.35% | Reduce |
 BROADCOM INCAVGO |
| 1.6% | 1.18% | $61.6M | 163,137 | $38.5M | 124,511 | +38,626+31.02% | Add |
 APPLIED MATLS INCAMAT |
| 1.59% | 1.05% | $61.5M | 85,038 | $34.5M | 100,842 | -15,804-15.67% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.57% | 0.95% | $60.5M | 139,429 | $31.0M | 145,106 | -5,677-3.91% | Reduce |
 NETFLIX INCNFLX |
| 1.37% | 1.13% | $52.8M | 739,198 | $37.0M | 384,727 | +354,471+92.14% | Add |
| IISHARES TRIVW |
| 0.92% | 0.92% | $35.4M | 257,599 | $30.0M | 265,668 | -8,069-3.04% | Reduce |
| BBLACKROCK ETF TRUSTDYNF |
| 0.89% | 0.89% | $34.5M | 507,775 | $29.3M | 503,502 | +4,273+0.85% | Add |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.85% | $34.0M | 96,203 | $27.8M | 96,941 | -738-0.76% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.84% | 0.48% | $32.6M | 109,543 | $15.6M | 157,536 | -47,993-30.46% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.83% | 0.44% | $32.1M | 107,762 | $14.4M | 74,135 | +33,627+45.36% | Add |
| IISHARES S&PIVE |
| 0.77% | 1.07% | $29.9M | 131,659 | $35.0M | 165,861 | -34,202-20.62% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.75% | 0.91% | $29.1M | 55,598 | $29.9M | 64,469 | -8,871-13.76% | Reduce |
| IISHARES RUSSELLIWM |
| 0.75% | 0.75% | $29.1M | 96,759 | $24.5M | 98,806 | -2,047-2.07% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.75% | 0.38% | $28.8M | 171,871 | $12.4M | 58,917 | +112,954+191.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.73% | 0.47% | $28.0M | 29,975 | $15.4M | 15,440 | +14,535+94.14% | Add |
| IISHARES TRMTUM |
| 0.63% | 0.57% | $24.4M | 71,207 | $18.6M | 77,484 | -6,277-8.10% | Reduce |
| IISHARES TRGJS |
| 0.62% | 0.7% | $23.9M | 1.1M | $22.9M | 998,208 | +52,221+5.23% | Add |
| IISHARES INCIEMG |
| 0.62% | 0.89% | $23.8M | 287,273 | $29.3M | 419,980 | -132,707-31.60% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.59% | $23.5M | 92,601 | $19.4M | 79,353 | +13,248+16.70% | Add |
| QQUALCOMM INCQCOM |
| 0.59% | 0.45% | $23.0M | 124,222 | $14.9M | 115,572 | +8,650+7.48% | Add |
 MERCK & CO INCMRK |
| 0.59% | 0.52% | $22.7M | 175,147 | $17.0M | 140,283 | +34,864+24.85% | Add |
 KLA CORPKLAC |
| 0.58% | 0.29% | $22.5M | 74,626 | $9.7M | 6,554 | +68,072+1,038.63% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.58% | 0.45% | $22.4M | 60,449 | $14.7M | 45,932 | +14,517+31.61% | Add |
| AASTRANA HEALTH INCASTH |
| 0.56% | 0.42% | $21.6M | 464,937 | $13.7M | 559,937 | -95,000-16.97% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.53% | 0.55% | $20.6M | 108,265 | $17.9M | 134,931 | -26,666-19.76% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.52% | 0.74% | $19.9M | 120,219 | $24.1M | 116,636 | +3,583+3.07% | Add |
 ISHARES MBSACGL |
| 0.51% | 0.55% | $19.6M | 207,334 | $18.1M | 190,554 | +16,780+8.81% | Add |
| RRIO TINTO PLCBBP |
| 0.47% | 0.56% | $18.2M | 191,237 | $18.3M | 191,195 | +42+0.02% | Add |
| IISHARES TREFG |
| 0.47% | 0.47% | $18.0M | 145,063 | $15.3M | 137,214 | +7,849+5.72% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.47% | 0.68% | $18.0M | 424,511 | $22.1M | 440,837 | -16,326-3.70% | Reduce |
| BBLACKROCK ETF TRUSTBAI |
| 0.46% | 0.42% | $17.7M | 335,401 | $13.9M | 421,583 | -86,182-20.44% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.45% | 0.56% | $17.5M | 168,692 | $18.2M | 187,780 | -19,088-10.17% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.4% | 0.79% | $15.6M | 39,180 | $25.8M | 55,906 | -16,726-29.92% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.4% | 0.01% | $15.3M | 86,107 | $269,461 | 64 | +86,043+134,442.19% | Add |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.39% | 0.55% | $15.2M | 585,796 | $18.0M | 599,531 | -13,735-2.29% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.39% | — | $15.0M | 37,665 | $0 | 0 | +37,665 | New Buy |
