| IISHARES TRIVV |
| 4.65% | 4.61% | $19.4M | 25,907 | $17.0M | 26,028 | -121-0.46% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.17% | 4.15% | $17.4M | 87,024 | $15.3M | 87,826 | -802-0.91% | Reduce |
 APPLE INCAAPL |
| 3.79% | 3.71% | $15.8M | 54,655 | $13.7M | 53,844 | +811+1.51% | Add |
| IISHARES TRIVW |
| 2.93% | 2.7% | $12.2M | 89,051 | $9.9M | 87,925 | +1,126+1.28% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 2.92% | 3.05% | $12.2M | 77,201 | $11.3M | 75,998 | +1,203+1.58% | Add |
 ALPHABET INCGOOGL |
| 2.68% | 2.39% | $11.2M | 31,303 | $8.8M | 30,699 | +604+1.97% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 2.45% | 2.74% | $10.2M | 175,881 | $10.1M | 172,480 | +3,401+1.97% | Add |
 QUANTA SVCS INCPWR |
| 2.4% | 2.08% | $10.0M | 13,921 | $7.7M | 13,993 | -72-0.51% | Reduce |
| VVANGUARD FTSEVEA |
| 2.2% | 2.21% | $9.2M | 128,857 | $8.1M | 127,132 | +1,725+1.36% | Add |
| IISHARES COREIJH |
| 2.08% | 2.03% | $8.7M | 112,759 | $7.5M | 110,854 | +1,905+1.72% | Add |
| IINVESCO EXCHANGE TRADED FD TXSMO |
| 2.02% | 1.83% | $8.4M | 90,058 | $6.8M | 88,887 | +1,171+1.32% | Add |
 MICROSOFT CORPMSFT |
| 1.95% | 2.18% | $8.1M | 21,812 | $8.1M | 21,753 | +59+0.27% | Add |
| IISHARES RUSSELLIWF |
| 1.85% | 1.8% | $7.7M | 62,252 | $6.6M | 15,556 | +46,696+300.18% | Add |
 JPMORGAN CHASE & COJPM |
| 1.81% | 1.66% | $7.5M | 23,059 | $6.1M | 20,813 | +2,246+10.79% | Add |
 PALO ALTOPANW |
| 1.69% | 0.83% | $7.0M | 20,658 | $3.1M | 19,065 | +1,593+8.36% | Add |
| JJ P MORGAN EXCHANGE TRADED FJPIE |
| 1.61% | 1.67% | $6.7M | 145,507 | $6.2M | 133,658 | +11,849+8.87% | Add |
 AMAZON COM INCAMZN |
| 1.5% | 1.49% | $6.3M | 26,254 | $5.5M | 26,418 | -164-0.62% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.5% | 1.17% | $6.2M | 32,748 | $4.3M | 32,334 | +414+1.28% | Add |
 ELI LILLY & COLLY |
| 1.37% | 1.2% | $5.7M | 4,768 | $4.4M | 4,792 | -24-0.50% | Reduce |
| PPACER FDS TRCOWZ |
| 1.34% | 1.49% | $5.6M | 90,177 | $5.5M | 87,959 | +2,218+2.52% | Add |
| IISHARES INCIEMG |
| 1.21% | 1.14% | $5.1M | 61,031 | $4.2M | 60,246 | +785+1.30% | Add |
 CATERPILLAR INCCAT |
| 1.2% | 0.9% | $5.0M | 4,685 | $3.3M | 4,698 | -13-0.28% | Reduce |
 COCA COLA COKO |
| 1.14% | 1.2% | $4.8M | 58,620 | $4.4M | 58,056 | +564+0.97% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.1% | 0.87% | $4.6M | 9,656 | $3.2M | 9,456 | +200+2.12% | Add |
 APPLIED MATLS INCAMAT |
| 1.1% | 0.76% | $4.6M | 6,346 | $2.8M | 8,146 | -1,800-22.10% | Reduce |
| FFIRST TRUSTCIBR |
| 1.04% | 0.79% | $4.3M | 48,203 | $2.9M | 46,342 | +1,861+4.02% | Add |
 ARISTA NETWORKS INCANET |
| 1% | 0.51% | $4.2M | 24,599 | $1.9M | 15,455 | +9,144+59.17% | Add |
 BROADCOM INCAVGO |
| 0.99% | 1.03% | $4.1M | 10,957 | $3.8M | 12,320 | -1,363-11.06% | Reduce |
 DEERE & CODE |
| 0.9% | 0.82% | $3.8M | 5,939 | $3.0M | 5,364 | +575+10.72% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.84% | 0.79% | $3.5M | 3,648 | $2.9M | 7,475 | -3,827-51.20% | Reduce |
| IISHARES TRIWD |
| 0.84% | 0.84% | $3.5M | 14,439 | $3.1M | 14,427 | +12+0.08% | Add |
 UNITED RENTALS INCURI |
| 0.83% | 0.59% | $3.5M | 3,061 | $2.2M | 2,972 | +89+2.99% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.75% | 0.81% | $3.1M | 6,285 | $3.0M | 6,200 | +85+1.37% | Add |
 CISCO SYS INCCSCO |
| 0.72% | 0.73% | $3.0M | 25,718 | $2.7M | 42,517 | -16,799-39.51% | Reduce |
 VISA INCV |
| 0.7% | 0.71% | $2.9M | 8,543 | $2.6M | 8,676 | -133-1.53% | Reduce |
 KLA CORPKLAC |
| 0.7% | 0.42% | $2.9M | 9,684 | $1.5M | 1,045 | +8,639+826.70% | Add |
 WALMART INCWMT |
| 0.68% | 0.78% | $2.8M | 24,967 | $2.9M | 23,107 | +1,860+8.05% | Add |
 BLACKROCK INC COMBLK |
| 0.68% | 0.71% | $2.8M | 2,937 | $2.6M | 2,709 | +228+8.42% | Add |
| FFIDELITY MSCIFIDU |
| 0.68% | 0.66% | $2.8M | 28,310 | $2.4M | 28,317 | -7-0.02% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.67% | 0.33% | $2.8M | 9,420 | $1.2M | 12,331 | -2,911-23.61% | Reduce |
| SSPDR GOLD TRGLD |
| 0.66% | 0.9% | $2.7M | 7,463 | $3.3M | 7,718 | -255-3.30% | Reduce |
 AMGEN INC COMAMGN |
| 0.62% | 0.62% | $2.6M | 7,115 | $2.3M | 6,503 | +612+9.41% | Add |
 META PLATFORMS INCMETA |
| 0.62% | 0.69% | $2.6M | 4,558 | $2.5M | 4,450 | +108+2.43% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.6% | 0.33% | $2.5M | 9,919 | $1.2M | 8,006 | +1,913+23.89% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.6% | 0.63% | $2.5M | 15,760 | $2.3M | 15,818 | -58-0.37% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.6% | 0.2% | $2.5M | 2,157 | $734,241 | 2,173 | -16-0.74% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.59% | 0.67% | $2.5M | 4,855 | $2.5M | 4,082 | +773+18.94% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.55% | 0.62% | $2.3M | 28,016 | $2.3M | 27,807 | +209+0.75% | Add |
 BLACKSTONE INCBX |
| 0.55% | 0.64% | $2.3M | 19,421 | $2.4M | 20,484 | -1,063-5.19% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.53% | 0.45% | $2.2M | 23,135 | $1.7M | 23,135 | 00.00% | Unchanged |
