NVIDIA CORPORATIONNVDA |
| 40.7% | 20.83% | $317.9M | 2.0M | $112.6M | 1.0M | +973,227+93.70% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 5.72% | 7.68% | $44.6M | 146,892 | $41.5M | 150,975 | -4,083-2.70% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.11% | 5.64% | $32.1M | 180,846 | $30.5M | 194,967 | -14,121-7.24% | Reduce |
APPLE INCAAPL |
| 4.07% | 6.7% | $31.8M | 154,831 | $36.2M | 162,983 | -8,152-5.00% | Reduce |
MICROSOFT CORPMSFT |
| 3.79% | 4.02% | $29.6M | 59,497 | $21.7M | 57,864 | +1,633+2.82% | Add |
BOEING COBA |
| 2.75% | 3.52% | $21.5M | 102,407 | $19.0M | 111,397 | -8,990-8.07% | Reduce |
ALPHABET INCGOOGL |
| 2.25% | 2.97% | $17.6M | 99,866 | $16.0M | 103,712 | -3,846-3.71% | Reduce |
| VVANGUARD FTSEVEA |
| 2.14% | 2.58% | $16.7M | 292,597 | $14.0M | 274,447 | +18,150+6.61% | Add |
| IISHARES RUSSELLIWB |
| 2.12% | 2.76% | $16.5M | 48,706 | $14.9M | 48,639 | +67+0.14% | Add |
META PLATFORMS INCMETA |
| 1.93% | 1.3% | $15.0M | 20,370 | $7.0M | 12,169 | +8,201+67.39% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.73% | 2.33% | $13.5M | 101,065 | $12.6M | 97,571 | +3,494+3.58% | Add |
| VVANGUARD WORLD FDVFH |
| 1.71% | 2.32% | $13.3M | 104,677 | $12.5M | 105,029 | -352-0.34% | Reduce |
| VVANGUARD WORLD FDVGT |
| 1.5% | 1.76% | $11.8M | 17,715 | $9.5M | 17,530 | +185+1.06% | Add |
| VVANGUARD HEALTHVHT |
| 1.46% | 2.25% | $11.4M | 45,823 | $12.2M | 45,974 | -151-0.33% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 1.4% | 1.7% | $10.9M | 157,788 | $9.2M | 147,913 | +9,875+6.68% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.2% | 1.71% | $9.3M | 16,500 | $9.2M | 17,296 | -796-4.60% | Reduce |
| IISHARES TRIXN |
| 1.13% | 1.34% | $8.8M | 95,380 | $7.2M | 95,369 | +11+0.01% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 1.09% | 1.38% | $8.5M | 109,816 | $7.5M | 106,285 | +3,531+3.32% | Add |
| IISHARES COREIJH |
| 0.93% | 1.27% | $7.2M | 116,652 | $6.9M | 117,611 | -959-0.82% | Reduce |
AMAZON COM INCAMZN |
| 0.86% | 1.08% | $6.7M | 30,607 | $5.9M | 30,814 | -207-0.67% | Reduce |
| VVANGUARD FSTEVWO |
| 0.63% | 0.92% | $4.9M | 99,259 | $5.0M | 109,783 | -10,524-9.59% | Reduce |
| DDIMENSIONAL U.S. SMALL CAP ETFDFAS |
| 0.61% | 0.82% | $4.8M | 74,609 | $4.5M | 74,588 | +21+0.03% | Add |
VISA INCV |
| 0.6% | 1% | $4.7M | 13,248 | $5.4M | 15,416 | -2,168-14.06% | Reduce |
ORACLE CORPORCL |
| 0.54% | 0.18% | $4.2M | 19,269 | $992,651 | 7,100 | +12,169+171.39% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.52% | 0.61% | $4.1M | 7,206 | $3.3M | 6,438 | +768+11.93% | Add |
| VVANGUARD INDEX FDSVXF |
| 0.49% | 0.64% | $3.8M | 19,970 | $3.4M | 19,999 | -29-0.15% | Reduce |
| VVANGUARD TOTALBND |
| 0.49% | 0.7% | $3.8M | 51,915 | $3.8M | 51,287 | +628+1.22% | Add |
| SSPDR INDEX SHS FDSGXC |
| 0.48% | 0.67% | $3.8M | 42,838 | $3.6M | 41,866 | +972+2.32% | Add |
| IINVESCO QQQ TRVOO |
| 0.45% | 0.6% | $3.5M | 6,314 | $3.2M | 6,910 | -596-8.63% | Reduce |
| VVANGUARD WORLD FDVCR |
| 0.44% | 0.57% | $3.4M | 9,406 | $3.1M | 9,397 | +9+0.10% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.44% | 0.62% | $3.4M | 41,037 | $3.3M | 40,951 | +86+0.21% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.41% | 0.57% | $3.2M | 3,268 | $3.1M | 3,236 | +32+0.99% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.41% | 0.23% | $3.2M | 5,192 | $1.2M | 2,212 | +2,980+134.72% | Add |
TESLA INCTSLA |
| 0.35% | 1.77% | $2.8M | 8,680 | $9.6M | 36,941 | -28,261-76.50% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.33% | 0.44% | $2.5M | 28,478 | $2.4M | 28,937 | -459-1.59% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.32% | 0.4% | $2.5M | 8,672 | $2.2M | 8,817 | -145-1.64% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.29% | 0.35% | $2.2M | 5,110 | $1.9M | 5,110 | 00.00% | Unchanged |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.28% | 0.33% | $2.2M | 12,600 | $1.8M | 12,600 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.27% | 0.29% | $2.1M | 34,877 | $1.6M | 33,712 | +1,165+3.46% | Add |
STARBUCKS CORPSBUX |
| 0.27% | 0.42% | $2.1M | 23,056 | $2.3M | 23,015 | +41+0.18% | Add |
| IISHARES TRITOT |
| 0.27% | 0.35% | $2.1M | 15,434 | $1.9M | 15,434 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVNQ |
| 0.26% | 0.37% | $2.1M | 23,031 | $2.0M | 21,980 | +1,051+4.78% | Add |
ABBVIE INCABBV |
| 0.26% | 0.81% | $2.0M | 10,972 | $4.4M | 21,018 | -10,046-47.80% | Reduce |
| IISHARES TRFXI |
| 0.22% | 0.32% | $1.7M | 46,931 | $1.7M | 47,524 | -593-1.25% | Reduce |
| IISHARES TRIVV |
| 0.22% | 0.31% | $1.7M | 2,740 | $1.7M | 2,950 | -210-7.12% | Reduce |
| DDOORDASH INCDASH |
| 0.2% | 0.37% | $1.6M | 6,471 | $2.0M | 11,082 | -4,611-41.61% | Reduce |
ELI LILLY & COLLY |
| 0.19% | 0.34% | $1.5M | 1,906 | $1.8M | 2,199 | -293-13.32% | Reduce |
CADENCE DESIGN SYSTEM INC COMAYI |
| 0.19% | 0.22% | $1.5M | 4,818 | $1.2M | 4,686 | +132+2.82% | Add |
| IISHARES TRDSI |
| 0.18% | 0.23% | $1.4M | 12,000 | $1.2M | 12,000 | 00.00% | Unchanged |
EXXON MOBIL CORPXOM |
| 0.18% | 0.31% | $1.4M | 12,882 | $1.7M | 13,899 | -1,017-7.32% | Reduce |