 NVIDIA CORPORATIONNVDA |
| 7.51% | 8.61% | $22.3M | 111,349 | $19.7M | 113,154 | -1,805-1.60% | Reduce |
| VVANGUARD TOTALBND |
| 7.4% | 8.21% | $21.9M | 298,902 | $18.8M | 255,450 | +43,452+17.01% | Add |
| IISHARES TRGVI |
| 6.35% | 7.24% | $18.8M | 174,883 | $16.6M | 156,224 | +18,659+11.94% | Add |
| VVANGUARD WORLD FDVGT |
| 4.55% | 4.23% | $13.5M | 112,944 | $9.7M | 13,906 | +99,038+712.20% | Add |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 4.08% | 4.65% | $12.1M | 125,451 | $10.7M | 111,333 | +14,118+12.68% | Add |
 APPLE INCAAPL |
| 3.98% | 4.43% | $11.8M | 40,782 | $10.2M | 40,031 | +751+1.88% | Add |
 NETFLIX INCNFLX |
| 3.9% | — | $11.6M | 162,096 | $0 | 0 | +162,096 | New Buy |
 ALPHABET INCGOOGL |
| 2.93% | 3.12% | $8.7M | 24,348 | $7.1M | 24,860 | -512-2.06% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 2.86% | 3.09% | $8.5M | 101,131 | $7.1M | 94,267 | +6,864+7.28% | Add |
| PPIMCO ETF TRMUNI |
| 2.77% | 3.94% | $8.2M | 156,043 | $9.0M | 172,955 | -16,912-9.78% | Reduce |
 AMAZON COM INCAMZN |
| 2.69% | 2.9% | $8.0M | 33,497 | $6.6M | 31,852 | +1,645+5.16% | Add |
| VVANGUARD WORLD FDVCR |
| 2.62% | 2.8% | $7.8M | 19,595 | $6.4M | 17,854 | +1,741+9.75% | Add |
| VVANGUARD FTSEVEA |
| 2.58% | 2.75% | $7.7M | 107,529 | $6.3M | 98,485 | +9,044+9.18% | Add |
| VVANGUARD S&PIVOG |
| 2.19% | 2.16% | $6.5M | 44,466 | $5.0M | 39,618 | +4,848+12.24% | Add |
| VVANGUARD WORLD FDVFH |
| 1.98% | 2.09% | $5.9M | 44,706 | $4.8M | 39,708 | +4,998+12.59% | Add |
| VVANGUARD WORLD FDVIS |
| 1.93% | 2.09% | $5.7M | 15,843 | $4.8M | 15,312 | +531+3.47% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.75% | 1.72% | $5.2M | 14,007 | $3.9M | 12,305 | +1,702+13.83% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.53% | 1.01% | $4.5M | 5,962 | $2.3M | 5,956 | +6+0.10% | Add |
 MICROSOFT CORPMSFT |
| 1.52% | 1.09% | $4.5M | 12,078 | $2.5M | 6,751 | +5,327+78.91% | Add |
| DDIMENSIONAL U.S. SMALL CAP ETFDFAS |
| 1.52% | 1.7% | $4.5M | 54,590 | $3.9M | 54,768 | -178-0.33% | Reduce |
| VVANGUARD FSTEVWO |
| 1.44% | 0.54% | $4.3M | 71,481 | $1.2M | 23,059 | +48,422+209.99% | Add |
| VVANGUARD INDEX FDSVB |
| 1.34% | 0.16% | $4.0M | 13,124 | $371,797 | 1,420 | +11,704+824.23% | Add |
| VVANGUARD WORLD FDVDC |
| 1.29% | 1.56% | $3.8M | 16,970 | $3.6M | 15,938 | +1,032+6.48% | Add |
| VVANGUARD WORLD FDVOX |
| 1.28% | 1.42% | $3.8M | 20,570 | $3.3M | 18,129 | +2,441+13.46% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 1.25% | 1.42% | $3.7M | 84,441 | $3.2M | 79,533 | +4,908+6.17% | Add |
| IISHARES TRSGOV |
| 1.24% | 1.03% | $3.7M | 36,407 | $2.4M | 23,447 | +12,960+55.27% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.21% | 1.06% | $3.6M | 18,791 | $2.4M | 18,203 | +588+3.23% | Add |
| SSPDR GOLD TRGLD |
| 1.19% | 1.66% | $3.5M | 9,569 | $3.8M | 8,830 | +739+8.37% | Add |
| VVANGUARD HEALTHVHT |
| 1.14% | 1.22% | $3.4M | 11,333 | $2.8M | 10,273 | +1,060+10.32% | Add |
 VANECK ETF TRUSTSMH |
| 1.14% | 1.51% | $3.4M | 5,147 | $3.5M | 9,015 | -3,868-42.91% | Reduce |
 EQUINIX INCEQIX |
| 1.03% | 0.58% | $3.1M | 2,928 | $1.3M | 1,352 | +1,576+116.57% | Add |
 VISA INCV |
| 0.98% | 1% | $2.9M | 8,499 | $2.3M | 7,568 | +931+12.30% | Add |
 ORACLE CORPORCL |
| 0.98% | 0.93% | $2.9M | 19,775 | $2.1M | 14,444 | +5,331+36.91% | Add |
 META PLATFORMS INCMETA |
| 0.97% | 1.08% | $2.9M | 5,120 | $2.5M | 4,333 | +787+18.16% | Add |
 MERCK & CO INCMRK |
| 0.94% | 1.14% | $2.8M | 21,760 | $2.6M | 21,785 | -25-0.11% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.91% | 0.72% | $2.7M | 59,507 | $1.6M | 35,832 | +23,675+66.07% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.89% | 0.97% | $2.6M | 5,139 | $2.2M | 4,437 | +702+15.82% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.63% | $2.4M | 5,806 | $1.4M | 5,322 | +484+9.09% | Add |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.79% | — | $2.3M | 30,733 | $0 | 0 | +30,733 | New Buy |
 ABBVIE INCABBV |
| 0.74% | 0.66% | $2.2M | 8,748 | $1.5M | 6,919 | +1,829+26.43% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.68% | 0.79% | $2.0M | 60,443 | $1.8M | 47,394 | +13,049+27.53% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.65% | 0.66% | $1.9M | 7,553 | $1.5M | 6,150 | +1,403+22.81% | Add |
| AAPPLOVIN CORPAPP |
| 0.59% | 0.6% | $1.8M | 3,409 | $1.4M | 3,469 | -60-1.73% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.57% | 0.58% | $1.7M | 3,379 | $1.3M | 2,717 | +662+24.37% | Add |
 UNION PAC CORPUNP |
| 0.52% | 0.54% | $1.5M | 5,621 | $1.2M | 5,119 | +502+9.81% | Add |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.51% | 0.48% | $1.5M | 16,529 | $1.1M | 13,816 | +2,713+19.64% | Add |
| VVANGUARD WORLD FDVAW |
| 0.48% | 0.54% | $1.4M | 6,251 | $1.2M | 5,446 | +805+14.78% | Add |
| SSPDR INDEX SHS FDSEDIV |
| 0.48% | 0.6% | $1.4M | 34,798 | $1.4M | 34,635 | +163+0.47% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.46% | — | $1.4M | 1,403 | $0 | 0 | +1,403 | New Buy |
 LOWES COS INC COMLOW |
| 0.44% | 0.48% | $1.3M | 5,921 | $1.1M | 4,640 | +1,281+27.61% | Add |
