| TTEMPUS AI INCTEM |
| 8.05% | 12.37% | $139.7M | 2.4M | $299.0M | 6.6M | -4.2M-63.53% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.22% | 5.52% | $107.8M | 538,713 | $133.3M | 764,509 | -225,796-29.53% | Reduce |
 APPLE INCAAPL |
| 4.07% | 3.73% | $70.6M | 244,096 | $90.2M | 355,283 | -111,187-31.30% | Reduce |
 ALPHABET INCGOOGL |
| 3.96% | 6.1% | $68.7M | 192,237 | $147.3M | 512,353 | -320,116-62.48% | Reduce |
| IISHARES TRIVV |
| 3.5% | 1.59% | $60.7M | 81,012 | $38.5M | 58,936 | +22,076+37.46% | Add |
 MICROSOFT CORPMSFT |
| 3.15% | 2.69% | $54.7M | 146,616 | $65.0M | 175,592 | -28,976-16.50% | Reduce |
 AMAZON COM INCAMZN |
| 2.87% | 2.14% | $49.8M | 208,781 | $51.7M | 248,043 | -39,262-15.83% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.19% | 1.15% | $37.9M | 51,494 | $27.7M | 47,935 | +3,559+7.42% | Add |
 BROADCOM INCAVGO |
| 1.78% | 1.16% | $30.9M | 81,883 | $27.9M | 90,194 | -8,311-9.21% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.65% | 1.38% | $28.7M | 38,398 | $33.4M | 51,382 | -12,984-25.27% | Reduce |
 META PLATFORMS INCMETA |
| 1.62% | 8.5% | $28.0M | 49,735 | $205.4M | 359,025 | -309,290-86.15% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.51% | 4.39% | $26.2M | 74,183 | $106.1M | 369,728 | -295,545-79.94% | Reduce |
| SSAMSARA INC CLASS AIOT |
| 1.47% | 1.05% | $25.6M | 788,365 | $25.3M | 799,203 | -10,838-1.36% | Reduce |
 ELI LILLY & COLLY |
| 1.27% | 0.76% | $22.0M | 18,328 | $18.2M | 19,837 | -1,509-7.61% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.16% | 0.61% | $20.2M | 29,388 | $14.7M | 24,525 | +4,863+19.83% | Add |
 VISA INCV |
| 1.04% | 0.73% | $18.1M | 52,659 | $17.5M | 58,066 | -5,407-9.31% | Reduce |
| SSPDR GOLD TRGLD |
| 0.96% | 0.82% | $16.7M | 45,386 | $19.8M | 46,130 | -744-1.61% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.87% | 0.31% | $15.0M | 34,637 | $7.4M | 34,807 | -170-0.49% | Reduce |
 QUANTA SVCS INCPWR |
| 0.82% | 0.46% | $14.3M | 19,805 | $11.0M | 20,062 | -257-1.28% | Reduce |
 SALESFORCE INCCRM |
| 0.77% | 2.18% | $13.3M | 85,099 | $52.6M | 281,677 | -196,578-69.79% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.74% | 0.63% | $12.8M | 39,243 | $15.2M | 51,740 | -12,497-24.15% | Reduce |
 PALO ALTOPANW |
| 0.72% | 0.26% | $12.4M | 36,432 | $6.3M | 39,393 | -2,961-7.52% | Reduce |
| IISHARES RUSSELLIWF |
| 0.71% | 0.33% | $12.4M | 99,550 | $7.9M | 18,614 | +80,936+434.81% | Add |
 SERVICENOW INCNOW |
| 0.65% | 0.48% | $11.3M | 114,088 | $11.7M | 111,620 | +2,468+2.21% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.64% | 0.49% | $11.2M | 23,407 | $11.9M | 35,269 | -11,862-33.63% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.63% | 0.46% | $11.0M | 29,694 | $11.1M | 34,463 | -4,769-13.84% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.62% | 0.44% | $10.8M | 125,613 | $10.6M | 24,308 | +101,305+416.76% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.6% | 0.39% | $10.4M | 10,643 | $9.5M | 10,638 | +5+0.05% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.6% | 0.14% | $10.4M | 8,993 | $3.4M | 10,134 | -1,141-11.26% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.59% | 0.5% | $10.3M | 11,027 | $12.0M | 12,063 | -1,036-8.59% | Reduce |
 TJX COS INC NEWTJX |
| 0.59% | 0.48% | $10.3M | 67,855 | $11.7M | 73,116 | -5,261-7.20% | Reduce |
| IISHARES RUSSELLIWB |
| 0.59% | 0.35% | $10.2M | 24,847 | $8.4M | 23,643 | +1,204+5.09% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.56% | 0.39% | $9.8M | 41,364 | $9.5M | 43,966 | -2,602-5.92% | Reduce |
| IISHARES TRIVW |
| 0.56% | 0.36% | $9.7M | 70,508 | $8.7M | 77,313 | -6,805-8.80% | Reduce |
| DDOORDASH INCDASH |
| 0.56% | 0.37% | $9.7M | 52,531 | $8.8M | 58,839 | -6,308-10.72% | Reduce |
| IISHARES TRDGRO |
| 0.54% | 0.24% | $9.4M | 123,600 | $5.9M | 83,691 | +39,909+47.69% | Add |
 ABBVIE INCABBV |
| 0.54% | 0.36% | $9.3M | 37,102 | $8.6M | 39,501 | -2,399-6.07% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.53% | 0.14% | $9.2M | 15,805 | $3.3M | 16,212 | -407-2.51% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.48% | 0.21% | $8.3M | 10,920 | $5.0M | 12,761 | -1,841-14.43% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.48% | 0.26% | $8.3M | 27,685 | $6.3M | 32,419 | -4,734-14.60% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.47% | 0.36% | $8.2M | 11 | $8.6M | 12 | -1-8.33% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.46% | 0.78% | $8.0M | 16,010 | $18.8M | 39,279 | -23,269-59.24% | Reduce |
| IISHARES COREIJH |
| 0.46% | 0.35% | $8.0M | 103,238 | $8.5M | 125,283 | -22,045-17.60% | Reduce |
 EATON CORP PLCETN |
| 0.45% | 0.29% | $7.8M | 18,256 | $7.0M | 19,580 | -1,324-6.76% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.43% | 0.59% | $7.5M | 44,048 | $14.1M | 115,193 | -71,145-61.76% | Reduce |
| VVANGUARD FTSEVEA |
| 0.43% | 0.26% | $7.4M | 104,307 | $6.3M | 98,844 | +5,463+5.53% | Add |
 ANALOG DEVICES INC COMADI |
| 0.42% | 0.25% | $7.3M | 18,421 | $5.9M | 18,702 | -281-1.50% | Reduce |
 TESLA INCTSLA |
| 0.42% | 1.7% | $7.3M | 17,263 | $41.0M | 110,410 | -93,147-84.36% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.41% | 0.18% | $7.1M | 35,174 | $4.5M | 24,462 | +10,712+43.79% | Add |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 0.4% | 0.31% | $7.0M | 217,728 | $7.6M | 249,622 | -31,894-12.78% | Reduce |
