APPLE INC AAPL
4.33% 4.21% $21.5M 74,328 $18.9M 74,520 -192 -0.26% Reduce NVIDIA CORPORATION NVDA
3.42% 3.29% $17.0M 84,899 $14.8M 84,681 +218 +0.26% Add ALPHABET INC GOOGL
3.3% 2.56% $16.4M 45,860 $11.5M 39,986 +5,874 +14.69% Add AMAZON COM INC AMZN
3.27% 3.16% $16.2M 68,125 $14.2M 68,147 -22 -0.03% Reduce MICROSOFT CORP MSFT
3.12% 3.35% $15.5M 41,550 $15.1M 40,708 +842 +2.07% Add ADVANCED MICRO DEVICES INC AMD
1.97% 1.13% $9.8M 16,815 $5.1M 24,889 -8,074 -32.44% Reduce V VANGUARD MALVERN FDS VTIP
1.88% 1.99% $9.3M 185,611 $8.9M 179,178 +6,433 +3.59% Add W WISDOMTREE FLOATING RATE TREASURY FUND USFR
1.79% 2.24% $8.9M 176,553 $10.1M 199,765 -23,212 -11.62% Reduce APPLIED MATLS INC AMAT
1.78% 1.16% $8.8M 12,192 $5.2M 15,301 -3,109 -20.32% Reduce I ISHARES TR LQD
1.77% 1.82% $8.8M 80,628 $8.2M 75,098 +5,530 +7.36% Add S SPDR GOLD TR GLD
1.72% 2.58% $8.5M 23,201 $11.6M 26,947 -3,746 -13.90% Reduce BROADCOM INC AVGO
1.65% 1.73% $8.2M 21,743 $7.8M 25,138 -3,395 -13.51% Reduce PALO ALTO PANW
1.51% 0.83% $7.5M 21,934 $3.7M 23,299 -1,365 -5.86% Reduce I ISHARES RUSSELL IWM
1.46% 1.36% $7.2M 24,049 $6.1M 24,622 -573 -2.33% Reduce META PLATFORMS INC META
1.41% 1.56% $7.0M 12,466 $7.0M 12,211 +255 +2.09% Add S STATE STREET SPYM
1.41% 1.06% $7.0M 79,364 $4.7M 62,000 +17,364 +28.01% Add GE VERNOVA INC GEV
1.36% 0.9% $6.7M 5,735 $4.1M 4,656 +1,079 +23.17% Add V VANGUARD BD INDEX FDS VUSB
1.36% 1.83% $6.7M 135,343 $8.2M 164,962 -29,619 -17.96% Reduce H Harbor Etf Trust Commodity All-Weather Strategy HGER
1.25% 1.47% $6.2M 211,066 $6.6M 212,262 -1,196 -0.56% Reduce S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF XLV
1.2% 1.26% $5.9M 37,469 $5.7M 38,611 -1,142 -2.96% Reduce I ISHARES MSCI EAFE ETF EFA
1.07% 0.94% $5.3M 50,991 $4.2M 43,311 +7,680 +17.73% Add JPMORGAN CHASE & CO JPM
0.97% 0.97% $4.8M 14,687 $4.4M 14,850 -163 -1.10% Reduce I ISHARES TR EEM
0.94% 0.65% $4.7M 67,973 $2.9M 51,523 +16,450 +31.93% Add COSTCO WHOLESALE CORPORATION COST
0.92% 1.07% $4.6M 4,876 $4.8M 4,834 +42 +0.87% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.9% 0.98% $4.5M 8,917 $4.4M 9,149 -232 -2.54% Reduce VISA INC V
0.88% 0.85% $4.3M 12,660 $3.8M 12,577 +83 +0.66% Add NETFLIX INC NFLX
0.85% 1.2% $4.2M 58,963 $5.4M 56,088 +2,875 +5.13% Add I ISHARES TR HYG
0.85% 0.5% $4.2M 52,481 $2.2M 28,177 +24,304 +86.25% Add WELLS FARGO CO NEW WFC
0.85% 0.86% $4.2M 50,768 $3.9M 48,396 +2,372 +4.90% Add MERCK & CO INC MRK
0.84% 0.88% $4.2M 32,439 $4.0M 32,887 -448 -1.36% Reduce ELI LILLY & CO LLY
0.8% 0.68% $4.0M 3,314 $3.0M 3,303 +11 +0.33% Add CHEVRON CORPORATION CVX
0.8% 1.09% $4.0M 23,867 $4.9M 23,754 +113 +0.48% Add ARISTA NETWORKS INC ANET
0.77% 0.76% $3.8M 22,416 $3.4M 27,647 -5,231 -18.92% Reduce KLA CORP KLAC
0.77% 0.43% $3.8M 12,605 $1.9M 1,307 +11,298 +864.42% Add I ISHARES RUSSELL MIDCAP ETF IWR
0.77% 0.77% $3.8M 34,431 $3.4M 35,431 -1,000 -2.82% Reduce D DELL TECHNOLOGIES INC CLASS C DELL
0.76% 0.33% $3.8M 8,785 $1.5M 9,054 -269 -2.97% Reduce ASML HLDG NV ASML
0.75% 0.57% $3.7M 1,874 $2.6M 1,942 -68 -3.50% Reduce CADENCE DESIGN SYSTEM INC COM AYI
0.75% 0.62% $3.7M 9,893 $2.8M 9,993 -100 -1.00% Reduce MASTERCARD INCORPORATED MA
0.75% 0.76% $3.7M 7,208 $3.4M 6,874 +334 +4.86% Add LAM RESEARCH CORP LRCX
0.73% 0.41% $3.6M 8,400 $1.8M 8,522 -122 -1.43% Reduce JOHNSON & JOHNSON JNJ
0.7% 0.35% $3.5M 13,755 $1.6M 6,494 +7,261 +111.81% Add PARKER-HANNIFIN CORP PH
0.69% 0.34% $3.4M 3,501 $1.5M 1,686 +1,815 +107.65% Add WALMART INC WMT
0.67% 0.82% $3.3M 29,515 $3.7M 29,708 -193 -0.65% Reduce AMERICAN EXPRESS CO AXP
0.66% 0.63% $3.3M 9,628 $2.8M 9,388 +240 +2.56% Add I ISHARES TR AGG
0.63% 0.63% $3.1M 31,596 $2.8M 28,548 +3,048 +10.68% Add CROWDSTRIKE HLDGS INC CRWD
0.62% 0.35% $3.1M 4,037 $1.6M 4,059 -22 -0.54% Reduce MORGAN STANLEY MS
0.6% 0.54% $3.0M 14,179 $2.4M 14,650 -471 -3.22% Reduce ABBVIE INC ABBV
0.58% 0.59% $2.9M 11,341 $2.7M 12,261 -920 -7.50% Reduce B BANK OF AMER CORP BAC
0.55% 0.53% $2.7M 48,026 $2.4M 48,960 -934 -1.91% Reduce T THERMO FISHER SCIENTIFIC INC TMO
0.53% 0.58% $2.6M 5,275 $2.6M 5,332 -57 -1.07% Reduce 
