TESLA INC TSLA
16.61% 16.16% $38.5M 91,628 $26.0M 70,027 +21,601 +30.85% Add MICRON TECHNOLOGY INC MU
14.95% — $34.7M 30,057 $0 0 +30,057 New Buy S STATE STR SPDR S&P 500 ETF T SPY
11.39% 14.3% $26.4M 35,407 $23.0M 35,429 -22 -0.06% Reduce META PLATFORMS INC META
6.74% 10.27% $15.6M 27,753 $16.5M 28,913 -1,160 -4.01% Reduce S SPDR SERIES TRUST BIL
4.93% 0.44% $11.4M 124,881 $701,046 7,650 +117,231 +1,532.43% Add V VANGUARD INDEX FDS VOO
4.52% 5.67% $10.5M 15,286 $9.1M 15,286 0 0.00% Unchanged ALPHABET INC GOOGL
3.83% 4.21% $8.9M 24,895 $6.8M 23,568 +1,327 +5.63% Add A Alphabet Inc Class C GOOG
3.38% 3.75% $7.8M 22,176 $6.0M 21,070 +1,106 +5.25% Add C CEREBRAS SYS INC CLASS A CBRS
2.31% — $5.4M 24,270 $0 0 +24,270 New Buy I ISHARES INC URTH
2.24% 2.87% $5.2M 25,688 $4.6M 25,688 0 0.00% Unchanged V VANGUARD INTL EQUITY INDEX F VT
1.66% 2.1% $3.8M 24,485 $3.4M 24,434 +51 +0.21% Add BERKSHIRE HATHAWAY INC CL A BRK.A
1.61% 2.23% $3.7M 5 $3.6M 5 0 0.00% Unchanged I ISHARES RUSSELL MIDCAP ETF IWR
1.05% 1.34% $2.4M 22,163 $2.2M 22,163 0 0.00% Unchanged TAIWAN SEMICONDUCTOR MANUFAC TSM
1.05% 0.85% $2.4M 5,094 $1.4M 4,041 +1,053 +26.06% Add CISCO SYS INC CSCO
1.01% — $2.3M 20,000 $0 0 +20,000 New Buy S SPDR GOLD TR GLD
0.92% 1.55% $2.1M 5,813 $2.5M 5,813 0 0.00% Unchanged F FRESHWORKS INC FRSH
0.89% 0.76% $2.1M 204,175 $1.2M 151,550 +52,625 +34.72% Add V VANGUARD INDEX FDS VB
0.84% 1.05% $2.0M 6,455 $1.7M 6,451 +4 +0.06% Add V VANGUARD FTSE VEA
0.82% 1.07% $1.9M 26,854 $1.7M 26,891 -37 -0.14% Reduce NVIDIA CORPORATION NVDA
0.81% 1.25% $1.9M 9,341 $2.0M 11,567 -2,226 -19.24% Reduce APPLE INC AAPL
0.76% 0.95% $1.8M 6,088 $1.5M 6,046 +42 +0.69% Add B BILL HOLDINGS INC BILL
0.71% 1.08% $1.7M 45,640 $1.7M 45,640 0 0.00% Unchanged S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF XLV
0.69% 0.92% $1.6M 10,088 $1.5M 10,088 0 0.00% Unchanged AMAZON COM INC AMZN
0.67% 0.22% $1.6M 6,531 $355,309 1,706 +4,825 +282.83% Add T TOAST INC CL A TOST
0.66% 0.9% $1.5M 55,000 $1.5M 55,000 0 0.00% Unchanged I ISHARES TR IVV
0.65% 0.81% $1.5M 2,000 $1.3M 2,000 0 0.00% Unchanged WORKDAY INC WDAY
0.6% 0.58% $1.4M 11,411 $927,629 7,140 +4,271 +59.82% Add BLACKLINE INC BL
0.59% 0.37% $1.4M 49,181 $596,403 16,119 +33,062 +205.11% Add I ISHARES TR AGG
0.58% 0.83% $1.3M 13,487 $1.3M 13,487 0 0.00% Unchanged K KRANESHARES TRUST KBA
0.56% — $1.3M 37,584 $0 0 +37,584 New Buy BERKSHIRE HATHAWAY INC DEL BRK.B
0.54% 0.75% $1.3M 2,514 $1.2M 2,514 0 0.00% Unchanged C CIRCLE INTERNET GROUP INC COM CL A CRCL
0.54% 1.18% $1.3M 20,000 $1.9M 20,000 0 0.00% Unchanged S SIMILARWEB LTD SMWB
0.54% 0.33% $1.2M 202,727 $529,117 202,727 0 0.00% Unchanged HUBSPOT INC HUBS
0.5% 0.97% $1.2M 6,388 $1.6M 6,388 0 0.00% Unchanged SALESFORCE INC CRM
0.46% 0.63% $1.1M 6,823 $1.0M 5,431 +1,392 +25.63% Add E ENERGY TRANSFER L P ET
0.46% 0.65% $1.1M 55,239 $1.1M 54,421 +818 +1.50% Add MICROSOFT CORP MSFT
0.45% 0.65% $1.1M 2,823 $1.0M 2,822 +1 +0.04% Add GOLDMAN SACHS GROUP INC GS
0.43% 0.54% $992,154 981 $872,466 1,031 -50 -4.85% Reduce ENTERPRISE PRODS PARTNERS L EPD
0.4% 0.6% $935,968 25,462 $960,390 25,380 +82 +0.32% Add ALKAMI TECHNOLOGY INC ALKT
0.38% 0.47% $881,683 48,658 $762,471 48,658 0 0.00% Unchanged S SPROUT SOCIAL INC SPT
0.36% 0.39% $834,275 110,500 $629,850 110,500 0 0.00% Unchanged I INVESCO EXCHANGE TRADED FD T RSP
0.36% 0.47% $833,805 3,919 $750,527 3,911 +8 +0.20% Add I ISHARES MSCI ACWI EX U.S. ETF ACWX
0.35% 0.46% $816,889 10,733 $734,889 10,733 0 0.00% Unchanged I ISHARES S&P 100 ETF OEF
0.35% 0.43% $803,118 2,195 $697,551 2,193 +2 +0.09% Add K KLAVIYO INC KVYO
0.33% 0.62% $771,610 51,100 $994,406 51,100 0 0.00% Unchanged PFIZER INC PFE
0.31% 0.52% $722,400 30,000 $842,400 30,000 0 0.00% Unchanged W WORKIVA INC WK
0.31% 0.55% $718,191 14,805 $882,822 14,805 0 0.00% Unchanged SERVICENOW INC NOW
0.28% — $661,006 6,658 $0 0 +6,658 New Buy AMERICAN EXPRESS CO AXP
0.28% — $659,588 1,950 $0 0 +1,950 New Buy VISA INC V
0.27% 0.35% $632,617 1,844 $557,229 1,844 0 0.00% Unchanged 
