 NVIDIA CORPORATIONNVDA |
| 7.77% | 7.47% | $13.9M | 69,575 | $12.1M | 69,268 | +307+0.44% | Add |
 BROADCOM INCAVGO |
| 5.25% | 5.56% | $9.4M | 24,887 | $9.0M | 29,052 | -4,165-14.34% | Reduce |
 ALPHABET INCGOOGL |
| 5.08% | 5.07% | $9.1M | 25,479 | $8.2M | 28,528 | -3,049-10.69% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 4.67% | 2.92% | $8.4M | 10,977 | $4.7M | 12,102 | -1,125-9.30% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.13% | 3.79% | $7.4M | 20,946 | $6.1M | 21,384 | -438-2.05% | Reduce |
| SSCHWAB USSCHA |
| 3.9% | 3.56% | $7.0M | 193,363 | $5.8M | 197,876 | -4,513-2.28% | Reduce |
| IISHARES TRMTUM |
| 3.58% | 2.8% | $6.4M | 18,737 | $4.5M | 18,880 | -143-0.76% | Reduce |
| IISHARES TRUSMV |
| 3.33% | 3.97% | $6.0M | 61,853 | $6.4M | 69,207 | -7,354-10.63% | Reduce |
| SSTATE STREETXLI |
| 3.1% | 3.06% | $5.5M | 29,956 | $4.9M | 30,572 | -616-2.01% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.01% | 3.32% | $5.4M | 16,460 | $5.4M | 18,273 | -1,813-9.92% | Reduce |
 ASML HLDG NVASML |
| 2.89% | 2.53% | $5.2M | 2,601 | $4.1M | 3,102 | -501-16.15% | Reduce |
 APPLE INCAAPL |
| 2.46% | 2.67% | $4.4M | 15,255 | $4.3M | 17,022 | -1,767-10.38% | Reduce |
 CATERPILLAR INCCAT |
| 2.43% | 1.99% | $4.4M | 4,090 | $3.2M | 4,533 | -443-9.77% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.32% | 2.33% | $4.2M | 122,979 | $3.8M | 129,035 | -6,056-4.69% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.89% | 1.69% | $3.4M | 9,036 | $2.7M | 9,809 | -773-7.88% | Reduce |
 MICROSOFT CORPMSFT |
| 1.81% | 2.18% | $3.2M | 8,685 | $3.5M | 9,514 | -829-8.71% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.71% | 1.48% | $3.1M | 18,072 | $2.4M | 19,460 | -1,388-7.13% | Reduce |
 BOEING COBA |
| 1.65% | 1.84% | $3.0M | 13,663 | $3.0M | 14,925 | -1,262-8.46% | Reduce |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.38% | 1.36% | $2.5M | 27,273 | $2.2M | 27,525 | -252-0.92% | Reduce |
 DELTA AIR LINES INCDAL |
| 1.36% | 1.14% | $2.4M | 25,953 | $1.8M | 27,658 | -1,705-6.16% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.3% | 1.6% | $2.3M | 4,656 | $2.6M | 5,389 | -733-13.60% | Reduce |
 AMAZON COM INCAMZN |
| 1.28% | 1.38% | $2.3M | 9,630 | $2.2M | 10,690 | -1,060-9.92% | Reduce |
| FFIRST TRUSTFDN |
| 1.12% | 1.11% | $2.0M | 7,600 | $1.8M | 7,636 | -36-0.47% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.09% | 0.6% | $2.0M | 4,520 | $965,743 | 4,520 | 00.00% | Unchanged |
 VISA INCV |
| 1.09% | 1.32% | $2.0M | 5,689 | $2.1M | 7,036 | -1,347-19.14% | Reduce |
 TRANSDIGM GROUP INCTDG |
| 1.04% | 1.15% | $1.9M | 1,405 | $1.9M | 1,602 | -197-12.30% | Reduce |
| FFIRST TR EXCHANGE TRADED FDFYC |
| 1.03% | 0.95% | $1.8M | 13,822 | $1.5M | 13,879 | -57-0.41% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.91% | 0.35% | $1.6M | 2,804 | $570,418 | 2,804 | 00.00% | Unchanged |
 JANUS SMALL CAP GROWTH ALPHA ETFSWK |
| 0.86% | 0.76% | $1.5M | 16,525 | $1.2M | 17,510 | -985-5.63% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.86% | 1% | $1.5M | 3,063 | $1.6M | 3,301 | -238-7.21% | Reduce |
 CORNING INCGLW |
| 0.8% | 0.47% | $1.4M | 5,614 | $763,336 | 5,614 | 00.00% | Unchanged |
 XPO INCXPO |
| 0.75% | 0.79% | $1.3M | 6,536 | $1.3M | 6,536 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 0.72% | 0.87% | $1.3M | 17,854 | $1.4M | 19,615 | -1,761-8.98% | Reduce |
 MERCK & CO INCMRK |
| 0.71% | 0.74% | $1.3M | 9,920 | $1.2M | 9,926 | -6-0.06% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.7% | 1.11% | $1.2M | 2,445 | $1.8M | 2,982 | -537-18.01% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.63% | 0.57% | $1.1M | 7,182 | $926,937 | 7,257 | -75-1.03% | Reduce |
| IISHARES TRDVY |
| 0.62% | 0.66% | $1.1M | 7,058 | $1.1M | 7,058 | 00.00% | Unchanged |
| IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.58% | 0.52% | $1.0M | 5,814 | $841,344 | 5,814 | 00.00% | Unchanged |
 NetEase, Inc. ADRNTES |
| 0.57% | 0.66% | $1.0M | 7,996 | $1.1M | 9,555 | -1,559-16.32% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.57% | 0.41% | $1.0M | 10,757 | $666,073 | 10,757 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 0.55% | 0.45% | $981,023 | 2,930 | $734,199 | 2,930 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.52% | 0.72% | $927,970 | 9,347 | $1.2M | 11,112 | -1,765-15.88% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 0.47% | 0.6% | $843,479 | 2,121 | $977,760 | 2,121 | 00.00% | Unchanged |
 GENERAL MTRS COGM |
| 0.46% | 0.49% | $821,210 | 10,654 | $793,723 | 10,654 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.45% | 0.49% | $813,542 | 1,584 | $791,461 | 1,584 | 00.00% | Unchanged |
 SALESFORCE INCCRM |
| 0.45% | 0.65% | $810,246 | 5,172 | $1.1M | 5,654 | -482-8.52% | Reduce |
 ALLSTATE CORPALL |
| 0.45% | 0.43% | $804,951 | 3,383 | $701,431 | 3,383 | 00.00% | Unchanged |
 EATON VANCE ENHANCED EQUITYEOI |
| 0.43% | 0.46% | $772,874 | 39,312 | $743,031 | 39,565 | -253-0.64% | Reduce |
 ABBVIE INCABBV |
| 0.43% | 0.59% | $763,727 | 3,035 | $952,389 | 4,379 | -1,344-30.69% | Reduce |
| SSPDR SERIES TRUSTXAR |
| 0.41% | 0.44% | $734,997 | 2,590 | $708,586 | 2,790 | -200-7.17% | Reduce |
