| SSPDR SERIES TRUSTBIL |
| 12.23% | 14.68% | $29.4M | 321,138 | $30.0M | 327,761 | -6,623-2.02% | Reduce |
| AAlphabet Inc Class CGOOG |
| 10.36% | 9.68% | $24.9M | 69,781 | $19.8M | 68,901 | +880+1.28% | Add |
 APPLE INCAAPL |
| 9.29% | 9.43% | $22.4M | 77,306 | $19.3M | 76,039 | +1,267+1.67% | Add |
 MICROSOFT CORPMSFT |
| 7.63% | 8.53% | $18.4M | 49,241 | $17.5M | 47,154 | +2,087+4.43% | Add |
| BBANK OF AMER CORPBAC |
| 5.49% | 5.44% | $13.2M | 232,035 | $11.1M | 228,448 | +3,587+1.57% | Add |
| IISHARES TRSHV |
| 4.67% | 5.95% | $11.2M | 101,750 | $12.2M | 110,250 | -8,500-7.71% | Reduce |
 JPMORGAN CHASE & COJPM |
| 4.53% | 4.72% | $10.9M | 33,307 | $9.7M | 32,823 | +484+1.47% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.25% | 4.63% | $10.2M | 20,465 | $9.5M | 19,765 | +700+3.54% | Add |
 AMAZON COM INCAMZN |
| 2.76% | 2.63% | $6.6M | 27,868 | $5.4M | 25,836 | +2,032+7.86% | Add |
 BLOOM ENERGY CORPBE |
| 2.35% | 2.14% | $5.7M | 18,723 | $4.4M | 32,258 | -13,535-41.96% | Reduce |
 TESLA INCTSLA |
| 2.04% | 2.1% | $4.9M | 11,667 | $4.3M | 11,544 | +123+1.07% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.01% | 2.32% | $4.8M | 24,201 | $4.7M | 27,189 | -2,988-10.99% | Reduce |
| RROCKET LAB CORP COMRKLB |
| 1.74% | 2% | $4.2M | 41,300 | $4.1M | 63,675 | -22,375-35.14% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 1.64% | 1.29% | $3.9M | 39,320 | $2.6M | 38,196 | +1,124+2.94% | Add |
| HHIMS & HERS HEALTH INCHIMS |
| 1.52% | — | $3.7M | 105,638 | $0 | 0 | +105,638 | New Buy |
 EXXON MOBIL CORPXOM |
| 1.5% | 2.14% | $3.6M | 26,323 | $4.4M | 25,851 | +472+1.83% | Add |
 INTEL CORPINTC |
| 1.41% | 1.21% | $3.4M | 24,288 | $2.5M | 55,984 | -31,696-56.62% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 1.39% | 1.48% | $3.4M | 31,207 | $3.0M | 30,829 | +378+1.23% | Add |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.34% | 1.15% | $3.2M | 185,538 | $2.4M | 157,043 | +28,495+18.14% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.32% | — | $3.2M | 11,303 | $0 | 0 | +11,303 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 1.3% | — | $3.1M | 7,530 | $0 | 0 | +7,530 | New Buy |
| IISHARES RUSSELLIWM |
| 1.29% | 1.23% | $3.1M | 10,309 | $2.5M | 10,116 | +193+1.91% | Add |
 NU HLDGS LTDNU |
| 1.27% | 1.56% | $3.0M | 228,254 | $3.2M | 222,192 | +6,062+2.73% | Add |
| TTOAST INC CL ATOST |
| 1.25% | — | $3.0M | 108,293 | $0 | 0 | +108,293 | New Buy |
 APOLLO GLOBAL MGMT INC COMAPO |
| 1.25% | 1.35% | $3.0M | 25,400 | $2.8M | 24,854 | +546+2.20% | Add |
| RRHRH |
| 1.23% | 0.98% | $3.0M | 17,974 | $2.0M | 14,300 | +3,674+25.69% | Add |
 ROCKET COS INC COM CL ARKT |
| 1.23% | 1.24% | $3.0M | 187,576 | $2.5M | 178,801 | +8,775+4.91% | Add |
 REDDIT INC CL ARDDT |
| 1.21% | — | $2.9M | 16,714 | $0 | 0 | +16,714 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.19% | — | $2.9M | 16,743 | $0 | 0 | +16,743 | New Buy |
 BOEING COBA |
| 1.17% | 1.21% | $2.8M | 13,048 | $2.5M | 12,453 | +595+4.78% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.11% | 1.62% | $2.7M | 22,892 | $3.3M | 22,627 | +265+1.17% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.07% | 1.34% | $2.6M | 77,614 | $2.7M | 71,471 | +6,143+8.60% | Add |
| DDECKERS OUTDOOR CORPSGVT |
| 1.07% | — | $2.6M | 25,880 | $0 | 0 | +25,880 | New Buy |
| JJOBY AVIATION INCJOBY |
| 0.98% | 1.02% | $2.4M | 264,270 | $2.1M | 252,951 | +11,319+4.47% | Add |
| GGLOBAL X URANIUM ETFURA |
| 0.95% | — | $2.3M | 52,176 | $0 | 0 | +52,176 | New Buy |
 IREN LTDIREN |
| 0.91% | — | $2.2M | 48,107 | $0 | 0 | +48,107 | New Buy |
| LLEMONADE INCLMND |
| 0.9% | 0.96% | $2.2M | 33,461 | $2.0M | 31,438 | +2,023+6.43% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.67% | 0.69% | $1.6M | 22,269 | $1.4M | 19,684 | +2,585+13.13% | Add |
 PERSONALIS INCPSNL |
| 0.27% | — | $650,390 | 50,030 | $0 | 0 | +50,030 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.2% | 0.18% | $479,396 | 651 | $375,744 | 651 | 00.00% | Unchanged |
