 META PLATFORMS INCMETA |
| 15.37% | 17.23% | $191.7M | 340,350 | $195.3M | 341,318 | -968-0.28% | Reduce |
 APPLE INCAAPL |
| 5.2% | 5% | $64.8M | 223,941 | $56.7M | 223,288 | +653+0.29% | Add |
| VVANGUARD INDEX FDSVUG |
| 5.07% | 4.69% | $63.2M | 733,495 | $53.2M | 121,832 | +611,663+502.05% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 4.62% | 7.93% | $57.6M | 115,167 | $89.9M | 187,522 | -72,355-38.58% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 4.61% | 3.29% | $57.5M | 138,292 | $37.3M | 137,805 | +487+0.35% | Add |
 ABBVIE INCABBV |
| 4.6% | 4.34% | $57.3M | 227,799 | $49.2M | 226,049 | +1,750+0.77% | Add |
 ALPHABET INCGOOGL |
| 4.26% | 3.71% | $53.1M | 148,539 | $42.1M | 146,379 | +2,160+1.48% | Add |
| VVANGUARD MIDVO |
| 3.39% | 3.32% | $42.3M | 525,196 | $37.6M | 130,890 | +394,306+301.25% | Add |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 3.21% | 3.09% | $40.0M | 441,717 | $35.0M | 437,356 | +4,361+1.00% | Add |
 MICROSOFT CORPMSFT |
| 2.79% | 2.94% | $34.8M | 93,284 | $33.3M | 90,006 | +3,278+3.64% | Add |
 AMAZON COM INCAMZN |
| 2.61% | 2.44% | $32.5M | 136,568 | $27.6M | 132,633 | +3,935+2.97% | Add |
| VVANGUARD INDEX FDSVB |
| 2.48% | 2.36% | $31.0M | 102,238 | $26.8M | 102,259 | -21-0.02% | Reduce |
 ANALOG DEVICES INC COMADI |
| 2.39% | 2.07% | $29.8M | 74,965 | $23.5M | 73,849 | +1,116+1.51% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.19% | 2.22% | $27.3M | 171,889 | $25.2M | 171,845 | +44+0.03% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.05% | 0.78% | $25.6M | 44,104 | $8.8M | 43,377 | +727+1.68% | Add |
 WELLS FARGO CO NEWWFC |
| 1.82% | 1.91% | $22.7M | 274,089 | $21.7M | 272,432 | +1,657+0.61% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.81% | 1.92% | $22.6M | 89,119 | $21.7M | 88,826 | +293+0.33% | Add |
| BBANK OF AMER CORPBAC |
| 1.76% | 1.65% | $21.9M | 384,919 | $18.7M | 383,698 | +1,221+0.32% | Add |
| AAlphabet Inc Class CGOOG |
| 1.66% | 1.48% | $20.7M | 58,657 | $16.8M | 58,506 | +151+0.26% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.47% | 1.85% | $18.3M | 344,316 | $21.0M | 342,877 | +1,439+0.42% | Add |
 ORACLE CORPORCL |
| 1.22% | 1.36% | $15.3M | 104,249 | $15.4M | 105,003 | -754-0.72% | Reduce |
 MERCK & CO INCMRK |
| 1.19% | 1.23% | $14.9M | 115,831 | $13.9M | 115,492 | +339+0.29% | Add |
 HOME DEPOT INCHD |
| 1.12% | 1.21% | $13.9M | 39,493 | $13.7M | 41,603 | -2,110-5.07% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.04% | 0.94% | $13.0M | 18,953 | $10.7M | 17,838 | +1,115+6.25% | Add |
 PHILIP MORRIS INTL INCPM |
| 1.03% | 1.03% | $12.9M | 71,068 | $11.7M | 70,466 | +602+0.85% | Add |
| QQUALCOMM INCQCOM |
| 1.03% | 1.03% | $12.8M | 69,464 | $11.6M | 90,309 | -20,845-23.08% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.03% | 0.99% | $12.8M | 63,979 | $11.2M | 64,455 | -476-0.74% | Reduce |
| VVANGUARD HEALTHVHT |
| 1.01% | 0.96% | $12.6M | 42,255 | $10.9M | 39,969 | +2,286+5.72% | Add |
 APPLIED MATLS INCAMAT |
| 1% | 0.53% | $12.4M | 17,191 | $6.0M | 17,685 | -494-2.79% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.96% | 0.44% | $12.0M | 130,740 | $5.0M | 54,193 | +76,547+141.25% | Add |
 ABBOTT LABORATORIESABT |
| 0.92% | 1.15% | $11.5M | 126,877 | $13.0M | 127,004 | -127-0.10% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.92% | 0.9% | $11.4M | 33,837 | $10.2M | 33,780 | +57+0.17% | Add |
 EXXON MOBIL CORPXOM |
| 0.88% | 1.2% | $11.0M | 80,690 | $13.6M | 80,383 | +307+0.38% | Add |
| IISHARES BIOTECHNOLOGYIBB |
| 0.63% | 0.62% | $7.8M | 41,213 | $7.0M | 41,573 | -360-0.87% | Reduce |
 STARBUCKS CORPSBUX |
| 0.62% | 0.59% | $7.7M | 75,626 | $6.7M | 75,179 | +447+0.59% | Add |
| NNUTANIX INCNTNX |
| 0.57% | 0.47% | $7.1M | 140,193 | $5.3M | 140,193 | 00.00% | Unchanged |
| IISHARES U.S. HEALTHCARE ETFIYH |
| 0.55% | 0.56% | $6.9M | 102,390 | $6.3M | 102,401 | -11-0.01% | Reduce |
 VISA INCV |
| 0.52% | 0.51% | $6.5M | 19,050 | $5.7M | 18,989 | +61+0.32% | Add |
| IISHARES TRIXN |
| 0.51% | 0.39% | $6.4M | 44,314 | $4.4M | 44,292 | +22+0.05% | Add |
 PROCTER & GAMBLE COPG |
| 0.47% | 0.51% | $5.8M | 39,886 | $5.8M | 40,169 | -283-0.70% | Reduce |
 BROADCOM INCAVGO |
| 0.37% | 0.27% | $4.6M | 12,230 | $3.1M | 9,950 | +2,280+22.91% | Add |
 PALO ALTOPANW |
| 0.36% | 0.18% | $4.4M | 13,031 | $2.1M | 13,031 | 00.00% | Unchanged |
| IISHARES TRICSH |
| 0.32% | 0.42% | $4.0M | 79,451 | $4.7M | 93,108 | -13,657-14.67% | Reduce |
 ECOLAB INCECL |
| 0.32% | 0.33% | $4.0M | 14,112 | $3.8M | 14,181 | -69-0.49% | Reduce |
 PEPSICO INCPEP |
| 0.31% | 0.39% | $3.9M | 28,908 | $4.5M | 28,724 | +184+0.64% | Add |
| IINVESCO QQQ TRVOO |
| 0.3% | 0.26% | $3.7M | 5,034 | $2.9M | 5,034 | 00.00% | Unchanged |
| RRUBRIK INC CLASS ARBRK |
| 0.29% | 0.19% | $3.6M | 44,632 | $2.2M | 44,632 | 00.00% | Unchanged |
| PPROSHARES TRSSO |
| 0.27% | 0.24% | $3.4M | 50,803 | $2.7M | 51,588 | -785-1.52% | Reduce |
 ELI LILLY & COLLY |
| 0.27% | 0.22% | $3.3M | 2,785 | $2.5M | 2,770 | +15+0.54% | Add |
 SALESFORCE INCCRM |
| 0.26% | 0.38% | $3.3M | 20,993 | $4.3M | 23,272 | -2,279-9.79% | Reduce |
