NVIDIA CORPORATION NVDA
4.56% 4.81% $25.9M 129,660 $23.4M 134,151 -4,491 -3.35% Reduce APPLE INC AAPL
4.45% 4.56% $25.3M 87,454 $22.2M 87,420 +34 +0.04% Add ALPHABET INC GOOGL
3.5% 3.33% $19.9M 55,762 $16.2M 56,285 -523 -0.93% Reduce MICROSOFT CORP MSFT
3.02% 3.61% $17.2M 46,079 $17.5M 47,354 -1,275 -2.69% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
2.88% 2.38% $16.4M 34,343 $11.6M 34,303 +40 +0.12% Add V VANGUARD INDEX FDS VOO
2.52% 1.83% $14.4M 20,914 $8.9M 14,890 +6,024 +40.46% Add I ISHARES RUSSELL IWM
2.2% 1.81% $12.5M 41,698 $8.8M 35,480 +6,218 +17.53% Add AMAZON COM INC AMZN
2.15% 2.2% $12.2M 51,255 $10.7M 51,265 -10 -0.02% Reduce BROADCOM INC AVGO
1.88% 1.8% $10.7M 28,345 $8.8M 28,303 +42 +0.15% Add ELI LILLY & CO LLY
1.86% 1.68% $10.6M 8,838 $8.1M 8,857 -19 -0.21% Reduce I ISHARES TR IVV
1.62% 2.05% $9.2M 12,340 $9.9M 15,226 -2,886 -18.95% Reduce I ISHARES INC IEMG
1.43% 1.23% $8.2M 98,540 $6.0M 85,866 +12,674 +14.76% Add I INVESCO EXCHANGE TRADED FD T RSP
1.39% 1.24% $7.9M 37,230 $6.0M 31,462 +5,768 +18.33% Add V VANGUARD FTSE VEA
1.38% 0.96% $7.9M 110,196 $4.7M 72,810 +37,386 +51.35% Add MICRON TECHNOLOGY INC MU
1.37% 0.41% $7.8M 6,750 $2.0M 5,932 +818 +13.79% Add META PLATFORMS INC META
1.23% 1.48% $7.0M 12,442 $7.2M 12,568 -126 -1.00% Reduce V VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF MGK
1.18% 0.75% $6.7M 76,663 $3.7M 9,984 +66,679 +667.86% Add LAM RESEARCH CORP LRCX
1.18% 0.68% $6.7M 15,518 $3.3M 15,451 +67 +0.43% Add TESLA INC TSLA
1.11% 1.16% $6.3M 15,012 $5.7M 15,231 -219 -1.44% Reduce ADVANCED MICRO DEVICES INC AMD
1.08% 0.44% $6.2M 10,628 $2.1M 10,492 +136 +1.30% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.07% 1.24% $6.1M 12,198 $6.0M 12,548 -350 -2.79% Reduce JPMORGAN CHASE & CO JPM
0.97% 1.02% $5.5M 16,805 $4.9M 16,775 +30 +0.18% Add CATERPILLAR INC CAT
0.94% 0.74% $5.3M 5,019 $3.6M 5,111 -92 -1.80% Reduce V VANGUARD INDEX FDS VTV
0.92% 0.62% $5.2M 24,079 $3.0M 15,255 +8,824 +57.84% Add I ISHARES TR IWY
0.88% 1.02% $5.0M 17,293 $5.0M 19,982 -2,689 -13.46% Reduce EXXON MOBIL CORP XOM
0.87% 1.28% $4.9M 36,113 $6.2M 36,598 -485 -1.33% Reduce I ISHARES TR IEFA
0.86% 1.1% $4.9M 50,648 $5.3M 58,988 -8,340 -14.14% Reduce M Morgan Stanley Etf Trust Eaton Vance Total Return Bond EVTR
0.8% 0.67% $4.6M 89,772 $3.3M 64,645 +25,127 +38.87% Add VISA INC V
0.68% 0.67% $3.8M 11,201 $3.3M 10,840 +361 +3.33% Add M MORGAN STANLEY ETF TRUST EVSD
0.62% 0.53% $3.5M 69,240 $2.6M 50,665 +18,575 +36.66% Add S SANDISK CORP COM SNDK
0.58% 0.19% $3.3M 1,453 $930,385 1,464 -11 -0.75% Reduce GE AEROSPACE GE
0.56% 0.51% $3.2M 8,549 $2.5M 8,728 -179 -2.05% Reduce A Alphabet Inc Class C GOOG
0.53% 0.56% $3.0M 8,490 $2.7M 9,513 -1,023 -10.75% Reduce WALMART INC WMT
0.53% 0.71% $3.0M 26,388 $3.4M 27,593 -1,205 -4.37% Reduce I ISHARES S&P IVE
0.51% 0.69% $2.9M 12,899 $3.3M 15,835 -2,936 -18.54% Reduce WESTERN DIGITAL CORP WDC
0.51% 0.26% $2.9M 4,576 $1.2M 4,591 -15 -0.33% Reduce NETFLIX INC NFLX
0.5% 0.83% $2.9M 39,983 $4.0M 41,971 -1,988 -4.74% Reduce ASML HLDG NV ASML
0.5% 0.35% $2.9M 1,433 $1.7M 1,294 +139 +10.74% Add ABBVIE INC ABBV
0.49% 0.47% $2.8M 10,979 $2.3M 10,527 +452 +4.29% Add B BANK OF AMER CORP BAC
0.48% 0.49% $2.7M 47,801 $2.4M 49,063 -1,262 -2.57% Reduce GOLDMAN SACHS GROUP INC GS
0.47% 0.46% $2.7M 2,651 $2.3M 2,665 -14 -0.53% Reduce COSTCO WHOLESALE CORPORATION COST
0.47% 0.57% $2.7M 2,838 $2.8M 2,778 +60 +2.16% Add INTEL CORP INTC
0.46% 0.15% $2.6M 18,770 $746,503 16,916 +1,854 +10.96% Add MARVELL TECHNOLOGY INC MRVL
0.45% 0.17% $2.5M 8,554 $829,101 8,371 +183 +2.19% Add CHEVRON CORPORATION CVX
0.44% 0.64% $2.5M 15,066 $3.1M 15,076 -10 -0.07% Reduce APPLIED MATLS INC AMAT
0.43% 0.17% $2.5M 3,423 $816,044 2,388 +1,035 +43.34% Add MERCK & CO INC MRK
0.41% 0.45% $2.3M 17,958 $2.2M 17,993 -35 -0.19% Reduce GE VERNOVA INC GEV
0.4% 0.35% $2.3M 1,938 $1.7M 1,937 +1 +0.05% Add MASTERCARD INCORPORATED MA
0.4% 0.45% $2.3M 4,393 $2.2M 4,393 0 0.00% Unchanged SHELL PLC SHEL
0.34% 0.49% $2.0M 25,294 $2.4M 25,870 -576 -2.23% Reduce 
