 NVIDIA CORPORATIONNVDA |
| 6.63% | 7.19% | $42.1M | 210,169 | $34.7M | 199,159 | +11,010+5.53% | Add |
 APPLE INCAAPL |
| 6.02% | 6.27% | $38.2M | 131,950 | $30.3M | 119,300 | +12,650+10.60% | Add |
 MICROSOFT CORPMSFT |
| 5.83% | 6.91% | $36.9M | 99,024 | $33.4M | 90,237 | +8,787+9.74% | Add |
 ALPHABET INCGOOGL |
| 5.05% | 4.74% | $32.0M | 89,600 | $22.9M | 79,690 | +9,910+12.44% | Add |
| FFRANKLIN TEMPLETON ETF TR FTSE TAIWANFLTW |
| 4.44% | 4.49% | $28.1M | 266,710 | $21.7M | 318,760 | -52,050-16.33% | Reduce |
 AMAZON COM INCAMZN |
| 3.35% | 3.62% | $21.2M | 88,990 | $17.5M | 83,887 | +5,103+6.08% | Add |
 MICRON TECHNOLOGY INCMU |
| 2.94% | 0.3% | $18.6M | 16,143 | $1.5M | 4,300 | +11,843+275.42% | Add |
 ROBINHOOD MKTS INCHOOD |
| 2.43% | 1.1% | $15.4M | 153,628 | $5.3M | 76,593 | +77,035+100.58% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 2.14% | 0.67% | $13.6M | 23,410 | $3.2M | 15,962 | +7,448+46.66% | Add |
 INTEL CORPINTC |
| 2.09% | 0.04% | $13.3M | 95,050 | $214,031 | 4,850 | +90,200+1,859.79% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.08% | 1.99% | $13.2M | 26,300 | $9.6M | 20,100 | +6,200+30.85% | Add |
 META PLATFORMS INCMETA |
| 1.91% | 2.39% | $12.1M | 21,550 | $11.5M | 20,150 | +1,400+6.95% | Add |
 TESLA INCTSLA |
| 1.79% | 2.58% | $11.4M | 27,003 | $12.5M | 33,500 | -6,497-19.39% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.74% | 1.04% | $11.0M | 33,700 | $5.0M | 17,100 | +16,600+97.08% | Add |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 1.73% | 2.15% | $11.0M | 110,670 | $10.4M | 110,670 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 1.65% | — | $10.5M | 41,590 | $0 | 0 | +41,590 | New Buy |
 BROADCOM INCAVGO |
| 1.61% | 2.15% | $10.2M | 26,960 | $10.4M | 33,647 | -6,687-19.87% | Reduce |
| IISHARES INCEWA |
| 1.46% | 1.9% | $9.3M | 329,350 | $9.2M | 331,350 | -2,000-0.60% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.35% | — | $8.6M | 33,675 | $0 | 0 | +33,675 | New Buy |
 CATERPILLAR INCCAT |
| 1.35% | 0.58% | $8.5M | 8,010 | $2.8M | 3,940 | +4,070+103.30% | Add |
 MORGAN STANLEYMS |
| 1.31% | 0.91% | $8.3M | 39,800 | $4.4M | 26,600 | +13,200+49.62% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.31% | 0.37% | $8.3M | 19,975 | $1.8M | 6,590 | +13,385+203.11% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.28% | 1.18% | $8.1M | 7,995 | $5.7M | 6,720 | +1,275+18.97% | Add |
 ELI LILLY & COLLY |
| 1.25% | 0.76% | $7.9M | 6,610 | $3.7M | 4,000 | +2,610+65.25% | Add |
 APPLIED MATLS INCAMAT |
| 1.23% | 0.34% | $7.8M | 10,781 | $1.6M | 4,810 | +5,971+124.14% | Add |
 EXXON MOBIL CORPXOM |
| 1.14% | 2.33% | $7.2M | 53,000 | $11.3M | 66,500 | -13,500-20.30% | Reduce |
 OKTA INC CLASS AOKTA |
| 1.14% | — | $7.2M | 53,100 | $0 | 0 | +53,100 | New Buy |
 AMPHENOL CORPAPH |
| 1.1% | — | $7.0M | 39,669 | $0 | 0 | +39,669 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.1% | 0.23% | $7.0M | 16,050 | $1.1M | 5,200 | +10,850+208.65% | Add |
 MONGODB INC CL AMDB |
| 1.05% | — | $6.7M | 19,900 | $0 | 0 | +19,900 | New Buy |
| BBANK OF AMER CORPBAC |
| 0.99% | 0.66% | $6.3M | 110,500 | $3.2M | 65,000 | +45,500+70.00% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.99% | 1.89% | $6.3M | 13,165 | $9.1M | 27,037 | -13,872-51.31% | Reduce |
 ORACLE CORPORCL |
| 0.92% | 0.24% | $5.8M | 39,848 | $1.1M | 7,800 | +32,048+410.87% | Add |
 MERCK & CO INCMRK |
| 0.9% | 0.34% | $5.7M | 44,360 | $1.6M | 13,500 | +30,860+228.59% | Add |
 COCA COLA COKO |
| 0.85% | — | $5.4M | 66,000 | $0 | 0 | +66,000 | New Buy |
| OONTO INNOVATION INCONTO |
| 0.84% | — | $5.4M | 14,150 | $0 | 0 | +14,150 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 0.79% | — | $5.0M | 52,000 | $0 | 0 | +52,000 | New Buy |
 ALLIANT ENERGY CORP COMLNT |
| 0.78% | 1.54% | $5.0M | 65,000 | $7.5M | 104,000 | -39,000-37.50% | Reduce |
 CLOUDFLARE INCNET |
| 0.77% | — | $4.9M | 19,900 | $0 | 0 | +19,900 | New Buy |
 ARISTA NETWORKS INCANET |
| 0.71% | — | $4.5M | 26,400 | $0 | 0 | +26,400 | New Buy |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.7% | — | $4.5M | 8,900 | $0 | 0 | +8,900 | New Buy |
 VISA INCV |
| 0.7% | 0.81% | $4.5M | 13,000 | $3.9M | 13,000 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 0.63% | 1.15% | $4.0M | 40,210 | $5.5M | 53,000 | -12,790-24.13% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.63% | 0.56% | $4.0M | 13,375 | $2.7M | 27,500 | -14,125-51.36% | Reduce |
 ASML HLDG NVASML |
| 0.63% | 0.74% | $4.0M | 2,000 | $3.6M | 2,700 | -700-25.93% | Reduce |
 SAP SE SPON ADRSAP |
| 0.62% | — | $3.9M | 25,440 | $0 | 0 | +25,440 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.99% | $3.9M | 15,290 | $4.8M | 19,500 | -4,210-21.59% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.6% | 0.64% | $3.8M | 26,470 | $3.1M | 26,000 | +470+1.81% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.57% | — | $3.6M | 41,620 | $0 | 0 | +41,620 | New Buy |
 DATADOG INCDDOG |
| 0.56% | — | $3.5M | 13,600 | $0 | 0 | +13,600 | New Buy |
