 APPLE INCAAPL |
| 3.5% | 3.42% | $327.6M | 1.1M | $281.0M | 1.1M | +24,990+2.26% | Add |
 MICROSOFT CORPMSFT |
| 2.92% | 3.42% | $273.1M | 732,035 | $280.4M | 757,482 | -25,447-3.36% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.68% | 2.57% | $250.6M | 1.3M | $211.4M | 1.2M | +40,109+3.31% | Add |
 AMAZON COM INCAMZN |
| 2.05% | 1.99% | $192.3M | 806,999 | $163.1M | 783,132 | +23,867+3.05% | Add |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.57% | $162.6M | 460,159 | $129.0M | 449,675 | +10,484+2.33% | Add |
 ALPHABET INCGOOGL |
| 1.73% | 1.53% | $162.4M | 454,292 | $125.7M | 437,159 | +17,133+3.92% | Add |
 JPMORGAN CHASE & COJPM |
| 1.35% | 1.37% | $126.6M | 386,843 | $112.7M | 382,956 | +3,887+1.01% | Add |
 BROADCOM INCAVGO |
| 1.25% | 1.15% | $117.1M | 309,875 | $94.6M | 305,523 | +4,352+1.42% | Add |
 META PLATFORMS INCMETA |
| 1.15% | 1.37% | $107.4M | 190,695 | $112.1M | 195,992 | -5,297-2.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.14% | 1.2% | $106.6M | 213,014 | $98.4M | 205,356 | +7,658+3.73% | Add |
| IINVESCO QQQ TRVOO |
| 1.08% | 0.95% | $100.8M | 136,940 | $78.3M | 135,725 | +1,215+0.90% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.01% | 0.96% | $94.7M | 126,855 | $78.4M | 120,620 | +6,235+5.17% | Add |
 ELI LILLY & COLLY |
| 1.01% | 0.83% | $94.4M | 78,682 | $67.9M | 73,784 | +4,898+6.64% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 1.14% | $87.8M | 93,879 | $93.4M | 93,698 | +181+0.19% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.89% | 0.41% | $83.5M | 280,433 | $33.8M | 341,725 | -61,292-17.94% | Reduce |
| IISHARES RUSSELLIWF |
| 0.87% | 0.81% | $81.7M | 658,202 | $66.6M | 156,230 | +501,972+321.30% | Add |
| IISHARES TRIVV |
| 0.84% | 0.83% | $78.8M | 105,288 | $68.0M | 104,059 | +1,229+1.18% | Add |
 CATERPILLAR INCCAT |
| 0.81% | 0.62% | $76.1M | 71,470 | $50.7M | 71,566 | -96-0.13% | Reduce |
 QUANTA SVCS INCPWR |
| 0.77% | 0.69% | $72.2M | 100,263 | $56.3M | 102,510 | -2,247-2.19% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.77% | 0.72% | $71.8M | 104,550 | $59.3M | 99,231 | +5,319+5.36% | Add |
 TESLA INCTSLA |
| 0.72% | 0.71% | $67.7M | 160,857 | $58.0M | 156,006 | +4,851+3.11% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.71% | 0.28% | $66.7M | 114,779 | $22.7M | 111,409 | +3,370+3.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.65% | 0.52% | $61.3M | 128,423 | $42.6M | 126,044 | +2,379+1.89% | Add |
 VISA INCV |
| 0.65% | 0.66% | $61.2M | 178,239 | $53.9M | 178,417 | -178-0.10% | Reduce |
 CORNING INCGLW |
| 0.65% | 0.36% | $60.5M | 236,738 | $29.7M | 218,085 | +18,653+8.55% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.64% | 0.66% | $59.8M | 59,103 | $53.8M | 63,621 | -4,518-7.10% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.62% | 0.6% | $57.8M | 630,717 | $49.1M | 536,020 | +94,697+17.67% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.6% | 0.17% | $56.0M | 48,520 | $14.1M | 41,818 | +6,702+16.03% | Add |
 WALMART INCWMT |
| 0.59% | 0.7% | $55.1M | 486,171 | $57.6M | 463,259 | +22,912+4.95% | Add |
| IISHARES COREIJH |
| 0.57% | 0.57% | $53.4M | 692,811 | $46.7M | 691,757 | +1,054+0.15% | Add |
 HOME DEPOT INCHD |
| 0.54% | 0.58% | $50.7M | 143,631 | $47.3M | 143,712 | -81-0.06% | Reduce |
| PPLANET LABS PBC CLASS APL |
| 0.53% | 0.67% | $49.7M | 1.5M | $54.8M | 2.0M | -460,924-23.49% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.5% | 0.55% | $46.5M | 183,113 | $45.5M | 186,168 | -3,055-1.64% | Reduce |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.49% | 0.64% | $45.9M | 516,580 | $52.8M | 636,632 | -120,052-18.86% | Reduce |
| IISHARES TRDGRO |
| 0.49% | 0.52% | $45.8M | 604,034 | $42.3M | 602,903 | +1,131+0.19% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.48% | 0.28% | $45.4M | 70,842 | $23.4M | 71,091 | -249-0.35% | Reduce |
 AMGEN INC COMAMGN |
| 0.48% | 0.51% | $44.6M | 123,217 | $42.2M | 119,841 | +3,376+2.82% | Add |
| IISHARES COREIJR |
| 0.46% | 0.44% | $43.0M | 289,632 | $36.4M | 293,099 | -3,467-1.18% | Reduce |
 CISCO SYS INCCSCO |
| 0.45% | 0.35% | $42.5M | 361,558 | $29.1M | 374,442 | -12,884-3.44% | Reduce |
 ABBVIE INCABBV |
| 0.44% | 0.41% | $40.8M | 161,999 | $33.9M | 156,065 | +5,934+3.80% | Add |
 PALO ALTOPANW |
| 0.43% | 0.25% | $40.6M | 119,037 | $20.7M | 129,033 | -9,996-7.75% | Reduce |
| SSPDR GOLD TRGLD |
| 0.42% | 0.54% | $38.9M | 105,618 | $44.7M | 103,819 | +1,799+1.73% | Add |
| IISHARES TRMTUM |
| 0.41% | 0.32% | $38.8M | 113,255 | $26.5M | 110,260 | +2,995+2.72% | Add |
| CCITIGROUP INCC |
| 0.39% | 0.35% | $36.5M | 261,012 | $29.0M | 255,894 | +5,118+2.00% | Add |
 EATON CORP PLCETN |
| 0.38% | 0.33% | $35.4M | 83,149 | $26.7M | 74,624 | +8,525+11.42% | Add |
 RTX CORPORATIONRTX |
| 0.38% | 0.43% | $35.3M | 186,194 | $35.4M | 183,279 | +2,915+1.59% | Add |
 EXXON MOBIL CORPXOM |
| 0.37% | 0.56% | $34.6M | 253,425 | $46.1M | 271,775 | -18,350-6.75% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.37% | 0.25% | $34.3M | 44,913 | $20.7M | 52,986 | -8,073-15.24% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.35% | 0.26% | $33.2M | 45,900 | $21.2M | 61,907 | -16,007-25.86% | Reduce |
| IISHARES TRSGOV |
| 0.35% | 0.32% | $33.1M | 328,932 | $26.4M | 262,378 | +66,554+25.37% | Add |
