 NVIDIA CORPORATIONNVDA |
| 9.41% | 10.36% | $12.3M | 61,628 | $11.2M | 64,377 | -2,749-4.27% | Reduce |
 APPLE INCAAPL |
| 7.55% | 8.46% | $9.9M | 34,213 | $9.2M | 36,120 | -1,907-5.28% | Reduce |
 MICROSOFT CORPMSFT |
| 5.06% | 6.28% | $6.6M | 17,765 | $6.8M | 18,390 | -625-3.40% | Reduce |
 AMAZON COM INCAMZN |
| 4.09% | 4.4% | $5.4M | 22,483 | $4.8M | 22,879 | -396-1.73% | Reduce |
| IISHARES TRSTIP |
| 3.68% | 3.83% | $4.8M | 47,147 | $4.2M | 40,167 | +6,980+17.38% | Add |
 ALPHABET INCGOOGL |
| 3.51% | 3.56% | $4.6M | 12,880 | $3.9M | 13,409 | -529-3.95% | Reduce |
 BROADCOM INCAVGO |
| 3.23% | 3.46% | $4.2M | 11,217 | $3.8M | 12,116 | -899-7.42% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.15% | 0.93% | $4.1M | 3,580 | $1.0M | 2,989 | +591+19.77% | Add |
| AAlphabet Inc Class CGOOG |
| 2.98% | 2.99% | $3.9M | 11,069 | $3.2M | 11,290 | -221-1.96% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.97% | 1.22% | $3.9M | 6,694 | $1.3M | 6,510 | +184+2.83% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.91% | 2.99% | $3.8M | 43,415 | $3.2M | 8,809 | +34,606+392.85% | Add |
| IISHARES TRIGIB |
| 2.87% | 2.7% | $3.8M | 70,807 | $2.9M | 55,045 | +15,762+28.63% | Add |
 TESLA INCTSLA |
| 2.58% | 2.74% | $3.4M | 8,041 | $3.0M | 7,996 | +45+0.56% | Add |
 META PLATFORMS INCMETA |
| 2.36% | 2.94% | $3.1M | 5,497 | $3.2M | 5,571 | -74-1.33% | Reduce |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.04% | 2.76% | $2.7M | 88,939 | $3.0M | 99,455 | -10,516-10.57% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.62% | 0.93% | $2.1M | 4,899 | $1.0M | 4,716 | +183+3.88% | Add |
 INTEL CORPINTC |
| 1.59% | 0.49% | $2.1M | 14,908 | $529,075 | 11,989 | +2,919+24.35% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.31% | 1.11% | $1.7M | 9,029 | $1.2M | 9,035 | -6-0.07% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.29% | 0.67% | $1.7M | 2,343 | $722,544 | 2,114 | +229+10.83% | Add |
 WALMART INCWMT |
| 1.28% | 1.3% | $1.7M | 14,855 | $1.4M | 11,310 | +3,545+31.34% | Add |
 CISCO SYS INCCSCO |
| 1.24% | 0.91% | $1.6M | 13,846 | $981,126 | 12,645 | +1,201+9.50% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.16% | 1.43% | $1.5M | 1,631 | $1.6M | 1,556 | +75+4.82% | Add |
 KLA CORPKLAC |
| 1.1% | 0.63% | $1.4M | 4,757 | $687,615 | 467 | +4,290+918.63% | Add |
 ELI LILLY & COLLY |
| 1% | 1.23% | $1.3M | 1,097 | $1.3M | 1,448 | -351-24.24% | Reduce |
| FFIRST TRUSTQTEC |
| 0.96% | 0.75% | $1.3M | 3,753 | $810,573 | 3,753 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 0.96% | 1.15% | $1.3M | 6,603 | $1.2M | 6,475 | +128+1.98% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.95% | 1.01% | $1.2M | 1,814 | $1.1M | 1,823 | -9-0.49% | Reduce |
 NETFLIX INCNFLX |
| 0.87% | 1.45% | $1.1M | 16,058 | $1.6M | 16,357 | -299-1.83% | Reduce |
| VVANGUARD WORLD FDVIS |
| 0.79% | 0.83% | $1.0M | 2,882 | $899,818 | 2,882 | 00.00% | Unchanged |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.79% | 0.82% | $1.0M | 30,544 | $888,902 | 30,515 | +29+0.10% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.78% | 1.13% | $1.0M | 8,754 | $1.2M | 8,387 | +367+4.38% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.73% | 0.8% | $951,385 | 1,274 | $864,952 | 1,330 | -56-4.21% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.69% | 0.75% | $910,003 | 1,742 | $808,608 | 1,742 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 0.69% | 0.36% | $907,113 | 2,660 | $388,776 | 2,425 | +235+9.69% | Add |
 JPMORGAN CHASE & COJPM |
| 0.67% | 0.68% | $881,172 | 2,692 | $736,282 | 2,503 | +189+7.55% | Add |
 VISA INCV |
| 0.67% | 0.94% | $877,281 | 2,557 | $1.0M | 3,369 | -812-24.10% | Reduce |
 LINDE PLCLIN |
| 0.6% | 0.67% | $789,827 | 1,522 | $726,288 | 1,465 | +57+3.89% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.58% | 0.57% | $757,090 | 1,513 | $622,481 | 1,299 | +214+16.47% | Add |
 TEXAS INSTRS INCTXN |
| 0.57% | 0.36% | $750,540 | 2,518 | $385,950 | 1,988 | +530+26.66% | Add |
 CATERPILLAR INCCAT |
| 0.57% | 0.44% | $747,560 | 702 | $471,834 | 666 | +36+5.41% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.48% | 0.28% | $628,064 | 823 | $300,616 | 770 | +53+6.88% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.47% | 0.49% | $610,566 | 1,650 | $529,337 | 1,650 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.47% | 0.78% | $610,157 | 1,188 | $842,926 | 1,687 | -499-29.58% | Reduce |
 AMGEN INC COMAMGN |
| 0.46% | 0.45% | $605,827 | 1,673 | $490,127 | 1,393 | +280+20.10% | Add |
 GE AEROSPACEGE |
| 0.46% | 0.55% | $596,847 | 1,597 | $592,512 | 2,088 | -491-23.52% | Reduce |
| VVANGUARD WORLD FDMGV |
| 0.45% | 0.49% | $595,121 | 3,641 | $527,763 | 3,641 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.43% | — | $566,289 | 1,901 | $0 | 0 | +1,901 | New Buy |
 GOLDMAN SACHS GROUP INCGS |
| 0.43% | 0.42% | $563,333 | 557 | $450,067 | 532 | +25+4.70% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.42% | 0.47% | $553,845 | 10,331 | $510,041 | 10,331 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.42% | 0.27% | $545,870 | 2,954 | $295,164 | 2,292 | +662+28.88% | Add |
