 NVIDIA CORPORATIONNVDA |
| 3.78% | 3.95% | $6.1M | 30,427 | $5.3M | 30,587 | -160-0.52% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.98% | 2.89% | $4.8M | 141,784 | $3.9M | 134,230 | +7,554+5.63% | Add |
 TESLA INCTSLA |
| 2.82% | 3.03% | $4.5M | 10,808 | $4.1M | 11,017 | -209-1.90% | Reduce |
 BROADCOM INCAVGO |
| 2.79% | 2.73% | $4.5M | 11,905 | $3.7M | 11,942 | -37-0.31% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.53% | 1.09% | $4.1M | 7,005 | $1.5M | 7,221 | -216-2.99% | Reduce |
| SSCHWAB STRATEGIC TRSCHM |
| 2.52% | 2.52% | $4.1M | 110,193 | $3.4M | 110,018 | +175+0.16% | Add |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 2.32% | 2.31% | $3.7M | 107,605 | $3.1M | 102,375 | +5,230+5.11% | Add |
 ALPHABET INCGOOGL |
| 2.24% | 2.14% | $3.6M | 10,093 | $2.9M | 10,036 | +57+0.57% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.98% | 1.73% | $3.2M | 4,276 | $2.3M | 3,600 | +676+18.78% | Add |
| VVANGUARD INTL EQUITY INDEX FVT |
| 1.96% | 1.91% | $3.2M | 20,094 | $2.6M | 18,683 | +1,411+7.55% | Add |
| SSCHWAB USSCHA |
| 1.93% | 1.86% | $3.1M | 86,275 | $2.5M | 86,451 | -176-0.20% | Reduce |
 ASML HLDG NVASML |
| 1.86% | 1.47% | $3.0M | 1,508 | $2.0M | 1,508 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHF |
| 1.74% | 1.86% | $2.8M | 101,159 | $2.5M | 101,401 | -242-0.24% | Reduce |
 APPLE INCAAPL |
| 1.64% | 1.68% | $2.6M | 9,143 | $2.3M | 8,952 | +191+2.13% | Add |
| SSPDR SERIES TRUSTSPTM |
| 1.59% | 1.21% | $2.6M | 28,262 | $1.6M | 20,759 | +7,503+36.14% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.54% | 0.66% | $2.5M | 2,152 | $893,915 | 2,646 | -494-18.67% | Reduce |
 MICROSOFT CORPMSFT |
| 1.48% | 1.89% | $2.4M | 6,414 | $2.6M | 6,908 | -494-7.15% | Reduce |
 AMAZON COM INCAMZN |
| 1.38% | 1.47% | $2.2M | 9,333 | $2.0M | 9,523 | -190-2.00% | Reduce |
 GE AEROSPACEGE |
| 1.25% | 1.13% | $2.0M | 5,399 | $1.5M | 5,384 | +15+0.28% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.2% | 1.19% | $1.9M | 5,209 | $1.6M | 5,003 | +206+4.12% | Add |
 ELI LILLY & COLLY |
| 1.05% | 0.96% | $1.7M | 1,416 | $1.3M | 1,406 | +10+0.71% | Add |
 GE VERNOVA INCGEV |
| 1.01% | 0.89% | $1.6M | 1,388 | $1.2M | 1,374 | +14+1.02% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.97% | 1.04% | $1.6M | 3,143 | $1.4M | 3,148 | -5-0.16% | Reduce |
 VANECK ETF TRUSTSMH |
| 0.95% | 0.54% | $1.5M | 2,337 | $730,761 | 1,906 | +431+22.61% | Add |
 MERCK & CO INCMRK |
| 0.91% | 1.01% | $1.5M | 11,473 | $1.4M | 11,322 | +151+1.33% | Add |
 LAM RESEARCH CORPLRCX |
| 0.9% | 0.56% | $1.5M | 3,363 | $754,220 | 3,530 | -167-4.73% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.89% | 0.84% | $1.4M | 4,346 | $1.1M | 3,877 | +469+12.10% | Add |
 META PLATFORMS INCMETA |
| 0.89% | 1.07% | $1.4M | 2,563 | $1.4M | 2,517 | +46+1.83% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.87% | 1.31% | $1.4M | 12,068 | $1.8M | 12,149 | -81-0.67% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.84% | 0.97% | $1.4M | 24,051 | $1.3M | 23,212 | +839+3.61% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.83% | 0.86% | $1.3M | 8,443 | $1.2M | 7,888 | +555+7.04% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.83% | 0.59% | $1.3M | 1,944 | $798,327 | 1,336 | +608+45.51% | Add |
 DEERE & CODE |
| 0.8% | 0.85% | $1.3M | 2,030 | $1.1M | 2,030 | 00.00% | Unchanged |
 AXON ENTERPRISEAXON |
| 0.79% | 0.75% | $1.3M | 2,272 | $1.0M | 2,401 | -129-5.37% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.78% | 0.54% | $1.3M | 2,409 | $726,848 | 1,569 | +840+53.54% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.77% | 0.66% | $1.2M | 1,215 | $888,007 | 1,050 | +165+15.71% | Add |
 PALO ALTOPANW |
| 0.72% | 0.45% | $1.2M | 3,380 | $606,330 | 3,782 | -402-10.63% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.71% | 0.4% | $1.1M | 5,257 | $541,296 | 2,820 | +2,437+86.42% | Add |
 FLUOR CORPFLR |
| 0.71% | 0.75% | $1.1M | 21,685 | $1.0M | 21,722 | -37-0.17% | Reduce |
| VVANGUARD MIDVO |
| 0.71% | 0.75% | $1.1M | 14,100 | $1.0M | 3,531 | +10,569+299.32% | Add |
 CLEAN HARBORS INCCLH |
| 0.7% | 0.81% | $1.1M | 3,800 | $1.1M | 3,806 | -6-0.16% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.7% | 0.81% | $1.1M | 15,696 | $1.1M | 15,246 | +450+2.95% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.69% | 0.58% | $1.1M | 2,334 | $788,696 | 2,334 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.61% | 1.03% | $988,998 | 11,966 | $1.4M | 16,883 | -4,917-29.12% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.6% | 0.82% | $965,378 | 18,176 | $1.1M | 18,157 | +19+0.10% | Add |
| SSCHWAB U.S. REIT ETFSCHH |
| 0.57% | 0.63% | $924,082 | 39,024 | $844,718 | 39,308 | -284-0.72% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.42% | $902,004 | 2,170 | $573,361 | 2,119 | +51+2.41% | Add |
| SSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.54% | 0.63% | $875,830 | 18,201 | $850,715 | 18,201 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 0.52% | 0.3% | $841,771 | 2,790 | $410,802 | 279 | +2,511+900.00% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.51% | 0.55% | $819,811 | 6,990 | $739,959 | 6,790 | +200+2.95% | Add |
