ALPHABET INC GOOGL
7.02% 6.78% $25.5M 71,362 $23.3M 80,981 -9,619 -11.88% Reduce APPLE INC AAPL
6.89% 6.58% $25.0M 86,506 $22.6M 89,041 -2,535 -2.85% Reduce MICROSOFT CORP MSFT
5.03% 5.27% $18.3M 49,027 $18.1M 48,842 +185 +0.38% Add GOLDMAN SACHS GROUP INC GS
4.7% 4.28% $17.1M 16,888 $14.7M 17,381 -493 -2.84% Reduce META PLATFORMS INC META
4.31% 4.61% $15.7M 27,786 $15.8M 27,639 +147 +0.53% Add MORGAN STANLEY MS
3.95% 3.42% $14.3M 68,596 $11.7M 71,372 -2,776 -3.89% Reduce UBER TECHNOLOGIES INC UBER
3.84% 4.04% $14.0M 193,365 $13.9M 192,551 +814 +0.42% Add B BANK OF AMER CORP BAC
3.71% 3.56% $13.5M 236,746 $12.2M 250,304 -13,558 -5.42% Reduce VALERO ENERGY CORP COM VLO
3.62% 3.98% $13.2M 50,530 $13.7M 55,301 -4,771 -8.63% Reduce SCHWAB CHARLES CORP SCHW
3.11% 3.34% $11.3M 122,466 $11.5M 121,951 +515 +0.42% Add EXPEDIA GROUP INC EXPE
2.71% 2.52% $9.8M 38,428 $8.7M 37,512 +916 +2.44% Add C CITIGROUP INC C
2.58% 2.36% $9.4M 66,997 $8.1M 71,308 -4,311 -6.05% Reduce AMAZON COM INC AMZN
2.27% 2.12% $8.3M 34,656 $7.3M 34,962 -306 -0.88% Reduce S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
2.23% 2% $8.1M 238,852 $6.8M 235,089 +3,763 +1.60% Add CAVCO INDS INC DEL CVCO
2.22% 1.76% $8.0M 13,097 $6.0M 12,454 +643 +5.16% Add T TOAST INC CL A TOST
2.2% 1.86% $8.0M 287,405 $6.4M 241,195 +46,210 +19.16% Add CHUBB LIMITED CB
2.08% 2.12% $7.5M 22,139 $7.3M 22,305 -166 -0.74% Reduce HOME DEPOT INC HD
1.94% 1.89% $7.0M 19,972 $6.5M 19,762 +210 +1.06% Add FERGUSON ENTERPRISES INC FERG
1.85% 1.96% $6.7M 28,391 $6.7M 28,768 -377 -1.31% Reduce S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
1.83% 1.68% $6.7M 191,481 $5.8M 189,297 +2,184 +1.15% Add SOFI TECHNOLOGIES INC COM SOFI
1.64% 1.29% $6.0M 332,102 $4.4M 279,543 +52,559 +18.80% Add NETFLIX INC NFLX
1.6% 2.23% $5.8M 81,576 $7.6M 79,479 +2,097 +2.64% Add LENNAR CORP LEN
1.59% 1.26% $5.8M 64,626 $4.3M 52,466 +12,160 +23.18% Add PAYCHEX INC COM PAYX
1.5% 1.44% $5.5M 55,575 $4.9M 53,614 +1,961 +3.66% Add M METHANEX CORP MEOH
1.48% 2.3% $5.4M 116,883 $7.9M 132,642 -15,759 -11.88% Reduce B BOOZ ALLEN HAMILTON HLDG COR BAH
1.19% 1.52% $4.3M 71,442 $5.2M 66,843 +4,599 +6.88% Add ACCENTURE PLC IRELAND ACN
1.16% 1.45% $4.2M 33,726 $5.0M 25,184 +8,542 +33.92% Add A Alphabet Inc Class C GOOG
1.06% 0.94% $3.9M 10,922 $3.2M 11,260 -338 -3.00% Reduce DOCUSIGN INC DOCU
0.98% 0.92% $3.6M 80,120 $3.2M 66,870 +13,250 +19.81% Add PHILIP MORRIS INTL INC PM
0.81% 0.78% $2.9M 16,204 $2.7M 16,204 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
0.77% 0.73% $2.8M 8,555 $2.5M 8,555 0 0.00% Unchanged V VANGUARD INDEX FDS VOO
0.77% 0.64% $2.8M 3,777 $2.2M 3,777 0 0.00% Unchanged ADAMS DIVERSIFIED EQUITY FD COM ADX
0.59% 0.53% $2.1M 83,800 $1.8M 83,400 +400 +0.48% Add APPLIED MATLS INC AMAT
0.59% 0.3% $2.1M 2,955 $1.0M 2,965 -10 -0.34% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.55% 0.51% $2.0M 2,652 $1.7M 2,673 -21 -0.79% Reduce JOHNSON & JOHNSON JNJ
0.5% 0.5% $1.8M 7,083 $1.7M 7,083 0 0.00% Unchanged ELI LILLY & CO LLY
0.49% 0.42% $1.8M 1,492 $1.4M 1,557 -65 -4.17% Reduce EXXON MOBIL CORP XOM
0.48% 0.65% $1.7M 12,630 $2.2M 13,080 -450 -3.44% Reduce ABBVIE INC ABBV
0.46% 0.44% $1.7M 6,625 $1.5M 6,925 -300 -4.33% Reduce INTEL CORP INTC
0.45% 0.15% $1.6M 11,589 $511,423 11,589 0 0.00% Unchanged PEPSICO INC PEP
0.45% 0.54% $1.6M 11,950 $1.9M 11,950 0 0.00% Unchanged S SELECT SECTOR SPDR TR XLF
0.42% 0.41% $1.5M 28,436 $1.4M 28,316 +120 +0.42% Add LOWES COS INC COM LOW
0.38% 0.44% $1.4M 6,265 $1.5M 6,354 -89 -1.40% Reduce MERCK & CO INC MRK
0.37% 0.36% $1.3M 10,461 $1.2M 10,261 +200 +1.95% Add CAPITAL ONE FINL CORP COF
0.36% 0.35% $1.3M 6,508 $1.2M 6,526 -18 -0.28% Reduce PROCTER & GAMBLE CO PG
0.36% 0.39% $1.3M 8,840 $1.3M 9,215 -375 -4.07% Reduce ALTRIA GROUP INC MO
0.32% 0.31% $1.2M 16,099 $1.1M 16,099 0 0.00% Unchanged VISA INC V
0.31% 0.29% $1.1M 3,260 $985,302 3,260 0 0.00% Unchanged J J P MORGAN EXCHANGE TRADED F JEPI
0.3% 0.31% $1.1M 19,100 $1.1M 18,600 +500 +2.69% Add V VANGUARD WHITEHALL FDS VYM
0.3% 0.29% $1.1M 6,800 $1.0M 6,800 0 0.00% Unchanged 
