NVIDIA CORPORATION NVDA
5.59% 5.12% $137.6M 687,707 $118.3M 678,180 +9,527 +1.40% Add I ISHARES TR IVV
5.47% 3.17% $134.6M 179,687 $73.3M 112,291 +67,396 +60.02% Add I ISHARES TR LQD
5.17% 5.24% $127.4M 1.2M $121.1M 1.1M +56,490 +5.08% Add APPLE INC AAPL
5.01% 4.64% $123.3M 426,229 $107.2M 422,448 +3,781 +0.90% Add MICROSOFT CORP MSFT
3.32% 3.44% $81.7M 219,052 $79.6M 214,906 +4,146 +1.93% Add I ISHARES BROAD USIG
3.12% 11.61% $76.9M 1.5M $268.5M 5.2M -3.7M -71.39% Reduce AMAZON COM INC AMZN
2.77% 2.5% $68.2M 285,975 $57.9M 277,964 +8,011 +2.88% Add ALPHABET INC GOOGL
2.49% 2.1% $61.4M 171,763 $48.4M 168,437 +3,326 +1.97% Add BROADCOM INC AVGO
2.11% 1.79% $51.9M 137,340 $41.4M 133,824 +3,516 +2.63% Add A Alphabet Inc Class C GOOG
2.01% 1.7% $49.5M 140,182 $39.3M 137,148 +3,034 +2.21% Add MICRON TECHNOLOGY INC MU
1.56% 0.47% $38.4M 33,224 $10.9M 32,376 +848 +2.62% Add META PLATFORMS INC META
1.49% 1.57% $36.6M 64,930 $36.2M 63,267 +1,663 +2.63% Add TESLA INC TSLA
1.47% 1.31% $36.2M 86,131 $30.4M 81,761 +4,370 +5.34% Add ELI LILLY & CO LLY
1.15% 0.92% $28.2M 23,539 $21.4M 23,214 +325 +1.40% Add ADVANCED MICRO DEVICES INC AMD
1.13% 0.41% $27.8M 47,888 $9.5M 46,665 +1,223 +2.62% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.11% 1.11% $27.4M 54,845 $25.6M 53,446 +1,399 +2.62% Add JPMORGAN CHASE & CO JPM
1.05% 1% $25.8M 78,820 $23.2M 78,718 +102 +0.13% Add INTEL CORP INTC
0.73% 0.24% $18.1M 129,279 $5.6M 127,861 +1,418 +1.11% Add JOHNSON & JOHNSON JNJ
0.73% 0.74% $18.0M 71,036 $17.0M 69,731 +1,305 +1.87% Add APPLIED MATLS INC AMAT
0.69% 0.34% $16.9M 23,375 $7.9M 23,241 +134 +0.58% Add EXXON MOBIL CORP XOM
0.68% 0.9% $16.8M 122,689 $20.8M 122,421 +268 +0.22% Add VISA INC V
0.68% 0.64% $16.7M 48,684 $14.7M 48,778 -94 -0.19% Reduce LAM RESEARCH CORP LRCX
0.65% 0.34% $16.0M 36,844 $7.8M 36,382 +462 +1.27% Add I ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB
0.63% 0.76% $15.6M 297,278 $17.6M 335,337 -38,059 -11.35% Reduce WALMART INC WMT
0.6% 0.68% $14.7M 129,371 $15.7M 126,069 +3,302 +2.62% Add CATERPILLAR INC CAT
0.58% 0.41% $14.3M 13,389 $9.5M 13,417 -28 -0.21% Reduce CISCO SYS INC CSCO
0.57% 0.39% $14.1M 119,859 $9.1M 117,692 +2,167 +1.84% Add ABBVIE INC ABBV
0.53% 0.48% $13.1M 52,197 $11.2M 51,334 +863 +1.68% Add MASTERCARD INCORPORATED MA
0.5% 0.5% $12.3M 23,921 $11.6M 23,310 +611 +2.62% Add COSTCO WHOLESALE CORPORATION COST
0.5% 0.55% $12.3M 13,125 $12.8M 12,862 +263 +2.04% Add UNITEDHEALTH GROUP INC UNH
0.49% 0.31% $12.2M 29,272 $7.1M 26,368 +2,904 +11.01% Add KLA CORP KLAC
0.47% 0.24% $11.6M 38,571 $5.6M 3,814 +34,757 +911.30% Add GE AEROSPACE GE
0.46% 0.37% $11.4M 30,450 $8.6M 30,141 +309 +1.03% Add B BANK OF AMER CORP BAC
0.45% 0.41% $11.1M 195,293 $9.4M 192,684 +2,609 +1.35% Add HOME DEPOT INC HD
0.42% 0.41% $10.4M 29,607 $9.5M 28,851 +756 +2.62% Add PROCTER & GAMBLE CO PG
0.41% 0.43% $10.1M 68,746 $9.8M 68,063 +683 +1.00% Add S SANDISK CORP COM SNDK
0.39% 0.11% $9.7M 4,253 $2.5M 3,907 +346 +8.86% Add COCA COLA CO KO
0.38% 0.37% $9.4M 115,638 $8.6M 112,688 +2,950 +2.62% Add MERCK & CO INC MRK
0.38% 0.38% $9.4M 72,931 $8.8M 73,011 -80 -0.11% Reduce GE VERNOVA INC GEV
0.38% 0.3% $9.3M 7,931 $6.9M 7,923 +8 +0.10% Add CHEVRON CORPORATION CVX
0.37% 0.49% $9.1M 54,681 $11.2M 54,288 +393 +0.72% Add S STATE STREET SPDR PORTFOLIO CORPORATE BONDETF SPBO
0.37% 1.37% $9.1M 311,928 $31.6M 1.1M -777,140 -71.36% Reduce NETFLIX INC NFLX
0.36% 0.51% $8.8M 123,707 $11.8M 122,805 +902 +0.73% Add GOLDMAN SACHS GROUP INC GS
0.35% 0.31% $8.6M 8,502 $7.2M 8,514 -12 -0.14% Reduce PHILIP MORRIS INTL INC PM
0.34% 0.32% $8.4M 46,328 $7.5M 45,145 +1,183 +2.62% Add WESTERN DIGITAL CORP WDC
0.34% 0.19% $8.4M 13,091 $4.5M 16,648 -3,557 -21.37% Reduce PALO ALTO PANW
0.33% 0.16% $8.1M 23,786 $3.6M 22,525 +1,261 +5.60% Add TEXAS INSTRS INC TXN
0.33% 0.22% $8.1M 27,025 $5.1M 26,335 +690 +2.62% Add I INTERNATIONAL BUSINESS MACHS IBM
0.32% 0.28% $7.8M 27,667 $6.5M 26,960 +707 +2.62% Add MARVELL TECHNOLOGY INC MRVL
0.31% 0.11% $7.7M 25,715 $2.5M 25,042 +673 +2.69% Add 
