 ALPHABET INCGOOGL |
| 12.36% | 5.82% | $17.1M | 42,709 | $10.0M | 36,554 | +6,155+16.84% | Add |
 AMAZON COM INCAMZN |
| 9.84% | 5.15% | $13.7M | 51,271 | $8.8M | 44,014 | +7,257+16.49% | Add |
 INTEL CORPINTC |
| 9.38% | 3.26% | $13.0M | 93,235 | $5.6M | 135,749 | -42,514-31.32% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 7.31% | 2.79% | $10.1M | 17,450 | $4.8M | 24,405 | -6,955-28.50% | Reduce |
 BROADCOM INCAVGO |
| 6.95% | 4.68% | $9.6M | 25,515 | $8.0M | 27,364 | -1,849-6.76% | Reduce |
 APPLIED MATLS INCAMAT |
| 4.43% | 1.26% | $6.1M | 7,684 | $2.2M | 6,714 | +970+14.45% | Add |
 APPLE INCAAPL |
| 4.39% | 3.13% | $6.1M | 18,517 | $5.4M | 21,808 | -3,291-15.09% | Reduce |
 META PLATFORMS INCMETA |
| 3.85% | 2.6% | $5.3M | 9,474 | $4.5M | 8,330 | +1,144+13.73% | Add |
 TESLA INCTSLA |
| 3.06% | 1.72% | $4.2M | 10,078 | $3.0M | 8,309 | +1,769+21.29% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.83% | 1.53% | $3.9M | 18,159 | $2.6M | 15,897 | +2,262+14.23% | Add |
 NETFLIX INCNFLX |
| 2.74% | 2.34% | $3.8M | 50,140 | $4.0M | 43,268 | +6,872+15.88% | Add |
| GGLOBAL X SILVER MINERS ETFSIL |
| 2.48% | 1.36% | $3.4M | 44,699 | $2.3M | 27,946 | +16,753+59.95% | Add |
| TTERADYNE INCTER |
| 2.29% | 1.63% | $3.2M | 6,560 | $2.8M | 10,146 | -3,586-35.34% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 2.12% | 1.46% | $2.9M | 40,800 | $2.5M | 35,808 | +4,992+13.94% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.98% | 1.19% | $2.7M | 9,775 | $2.0M | 8,579 | +1,196+13.94% | Add |
 RTX CORPORATIONRTX |
| 1.92% | 1.34% | $2.7M | 14,025 | $2.3M | 12,309 | +1,716+13.94% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.91% | 1.11% | $2.6M | 9,840 | $1.9M | 8,544 | +1,296+15.17% | Add |
| VVANECK ETF TRUSTGDX |
| 1.78% | 1.32% | $2.5M | 32,908 | $2.3M | 26,344 | +6,564+24.92% | Add |
 CISCO SYS INCCSCO |
| 1.65% | 0.77% | $2.3M | 19,550 | $1.3M | 17,158 | +2,392+13.94% | Add |
 BWX TECHNOLOGIES INCBWXT |
| 1.64% | 1.13% | $2.3M | 11,685 | $1.9M | 10,146 | +1,539+15.17% | Add |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.55% | 1.14% | $2.1M | 4,675 | $1.9M | 4,103 | +572+13.94% | Add |
 VISTRA CORPVST |
| 1.43% | 0.93% | $2.0M | 12,505 | $1.6M | 10,858 | +1,647+15.17% | Add |
 MICROSOFT CORPMSFT |
| 1.42% | 0.86% | $2.0M | 5,294 | $1.5M | 4,103 | +1,191+29.03% | Add |
| AAPPLOVIN CORPAPP |
| 1.37% | 0.69% | $1.9M | 3,690 | $1.2M | 3,204 | +486+15.17% | Add |
| HHIMS & HERS HEALTH INCHIMS |
| 1.3% | 0.49% | $1.8M | 51,865 | $845,739 | 45,034 | +6,831+15.17% | Add |
 REDDIT INC CL ARDDT |
| 1.26% | 0.63% | $1.7M | 10,045 | $1.1M | 8,722 | +1,323+15.17% | Add |
 ROBINHOOD MKTS INCHOOD |
| 1.24% | 0.57% | $1.7M | 17,220 | $974,272 | 14,952 | +2,268+15.17% | Add |
 SHOPIFY INCSHOP |
| 1.01% | 0.7% | $1.4M | 12,300 | $1.2M | 10,680 | +1,620+15.17% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 0.92% | 0.58% | $1.3M | 14,350 | $995,180 | 12,460 | +1,890+15.17% | Add |
| IISHARES AAA CLO ACTIVE ETFCLOA |
| 0.68% | — | $950,404 | 18,277 | $0 | 0 | +18,277 | New Buy |
| KKURV ETF TRTSLP |
| 0.67% | 0.43% | $923,224 | 48,506 | $731,490 | 42,578 | +5,928+13.92% | Add |
| KKURV ETF TRGOOP |
| 0.49% | — | $676,379 | 16,676 | $0 | 0 | +16,676 | New Buy |
| IISHARES TRICSH |
| 0.43% | — | $598,867 | 11,840 | $0 | 0 | +11,840 | New Buy |
| VVANGUARD BD INDEX FDSVUSB |
| 0.29% | — | $399,036 | 8,016 | $0 | 0 | +8,016 | New Buy |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.29% | — | $398,147 | 18,032 | $0 | 0 | +18,032 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 0.21% | — | $294,400 | 400 | $0 | 0 | +400 | New Buy |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.19% | 4.9% | $270,312 | 4,827 | $8.4M | 4,977 | -150-3.01% | Reduce |
| IISHARES SILVER TRSLV |
| 0.16% | 0.69% | $218,890 | 4,130 | $1.2M | 18,576 | -14,446-77.77% | Reduce |
| SSPDR GOLD TRGLD |
| 0.09% | — | $130,640 | 355 | $0 | 0 | +355 | New Buy |
| IISHARES GOLD TRIAU |
| 0.08% | — | $115,444 | 1,519 | $0 | 0 | +1,519 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.02% | — | $28,012 | 94 | $0 | 0 | +94 | New Buy |
