APPLE INC AAPL
3.5% 3.42% $327.6M 1.1M $281.0M 1.1M +24,990 +2.26% Add MICROSOFT CORP MSFT
2.92% 3.42% $273.1M 732,035 $280.4M 757,482 -25,447 -3.36% Reduce NVIDIA CORPORATION NVDA
2.68% 2.57% $250.6M 1.3M $211.4M 1.2M +40,109 +3.31% Add AMAZON COM INC AMZN
2.05% 1.99% $192.3M 806,999 $163.1M 783,132 +23,867 +3.05% Add A Alphabet Inc Class C GOOG
1.74% 1.57% $162.6M 460,159 $129.0M 449,675 +10,484 +2.33% Add ALPHABET INC GOOGL
1.73% 1.53% $162.4M 454,292 $125.7M 437,159 +17,133 +3.92% Add JPMORGAN CHASE & CO JPM
1.35% 1.37% $126.6M 386,843 $112.7M 382,956 +3,887 +1.01% Add BROADCOM INC AVGO
1.25% 1.15% $117.1M 309,875 $94.6M 305,523 +4,352 +1.42% Add META PLATFORMS INC META
1.15% 1.37% $107.4M 190,695 $112.1M 195,992 -5,297 -2.70% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.14% 1.2% $106.6M 213,014 $98.4M 205,356 +7,658 +3.73% Add I INVESCO QQQ TR QQQ
1.08% 0.95% $100.8M 136,940 $78.3M 135,725 +1,215 +0.90% Add S STATE STR SPDR S&P 500 ETF T SPY
1.01% 0.96% $94.7M 126,855 $78.4M 120,620 +6,235 +5.17% Add ELI LILLY & CO LLY
1.01% 0.83% $94.4M 78,682 $67.9M 73,784 +4,898 +6.64% Add COSTCO WHOLESALE CORPORATION COST
0.94% 1.14% $87.8M 93,879 $93.4M 93,698 +181 +0.19% Add MARVELL TECHNOLOGY INC MRVL
0.89% 0.41% $83.5M 280,433 $33.8M 341,725 -61,292 -17.94% Reduce I ISHARES RUSSELL IWF
0.87% 0.81% $81.7M 658,202 $66.6M 156,230 +501,972 +321.30% Add I ISHARES TR IVV
0.84% 0.83% $78.8M 105,288 $68.0M 104,059 +1,229 +1.18% Add CATERPILLAR INC CAT
0.81% 0.62% $76.1M 71,470 $50.7M 71,566 -96 -0.13% Reduce QUANTA SVCS INC PWR
0.77% 0.69% $72.2M 100,263 $56.3M 102,510 -2,247 -2.19% Reduce V VANGUARD INDEX FDS VOO
0.77% 0.72% $71.8M 104,550 $59.3M 99,231 +5,319 +5.36% Add TESLA INC TSLA
0.72% 0.71% $67.7M 160,857 $58.0M 156,006 +4,851 +3.11% Add ADVANCED MICRO DEVICES INC AMD
0.71% 0.28% $66.7M 114,779 $22.7M 111,409 +3,370 +3.02% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.65% 0.52% $61.3M 128,423 $42.6M 126,044 +2,379 +1.89% Add VISA INC V
0.65% 0.66% $61.2M 178,239 $53.9M 178,417 -178 -0.10% Reduce CORNING INC GLW
0.65% 0.36% $60.5M 236,738 $29.7M 218,085 +18,653 +8.55% Add GOLDMAN SACHS GROUP INC GS
0.64% 0.66% $59.8M 59,103 $53.8M 63,621 -4,518 -7.10% Reduce S SPDR SERIES TRUST BIL
0.62% 0.6% $57.8M 630,717 $49.1M 536,020 +94,697 +17.67% Add MICRON TECHNOLOGY INC MU
0.6% 0.17% $56.0M 48,520 $14.1M 41,818 +6,702 +16.03% Add WALMART INC WMT
0.59% 0.7% $55.1M 486,171 $57.6M 463,259 +22,912 +4.95% Add I ISHARES CORE IJH
0.57% 0.57% $53.4M 692,811 $46.7M 691,757 +1,054 +0.15% Add HOME DEPOT INC HD
0.54% 0.58% $50.7M 143,631 $47.3M 143,712 -81 -0.06% Reduce P PLANET LABS PBC CLASS A PL
0.53% 0.67% $49.7M 1.5M $54.8M 2.0M -460,924 -23.49% Reduce JOHNSON & JOHNSON JNJ
0.5% 0.55% $46.5M 183,113 $45.5M 186,168 -3,055 -1.64% Reduce A AST SPACEMOBILE INC COM CL A ASTS
0.49% 0.64% $45.9M 516,580 $52.8M 636,632 -120,052 -18.86% Reduce I ISHARES TR DGRO
0.49% 0.52% $45.8M 604,034 $42.3M 602,903 +1,131 +0.19% Add I ISHARES TR ISHARES SEMICDTR SOXX
0.48% 0.28% $45.4M 70,842 $23.4M 71,091 -249 -0.35% Reduce AMGEN INC COM AMGN
0.48% 0.51% $44.6M 123,217 $42.2M 119,841 +3,376 +2.82% Add I ISHARES CORE IJR
0.46% 0.44% $43.0M 289,632 $36.4M 293,099 -3,467 -1.18% Reduce CISCO SYS INC CSCO
0.45% 0.35% $42.5M 361,558 $29.1M 374,442 -12,884 -3.44% Reduce ABBVIE INC ABBV
0.44% 0.41% $40.8M 161,999 $33.9M 156,065 +5,934 +3.80% Add PALO ALTO PANW
0.43% 0.25% $40.6M 119,037 $20.7M 129,033 -9,996 -7.75% Reduce S SPDR GOLD TR GLD
0.42% 0.54% $38.9M 105,618 $44.7M 103,819 +1,799 +1.73% Add I ISHARES TR MTUM
0.41% 0.32% $38.8M 113,255 $26.5M 110,260 +2,995 +2.72% Add C CITIGROUP INC C
0.39% 0.35% $36.5M 261,012 $29.0M 255,894 +5,118 +2.00% Add EATON CORP PLC ETN
0.38% 0.33% $35.4M 83,149 $26.7M 74,624 +8,525 +11.42% Add RTX CORPORATION RTX
0.38% 0.43% $35.3M 186,194 $35.4M 183,279 +2,915 +1.59% Add EXXON MOBIL CORP XOM
0.37% 0.56% $34.6M 253,425 $46.1M 271,775 -18,350 -6.75% Reduce CROWDSTRIKE HLDGS INC CRWD
0.37% 0.25% $34.3M 44,913 $20.7M 52,986 -8,073 -15.24% Reduce APPLIED MATLS INC AMAT
0.35% 0.26% $33.2M 45,900 $21.2M 61,907 -16,007 -25.86% Reduce I ISHARES TR SGOV
0.35% 0.32% $33.1M 328,932 $26.4M 262,378 +66,554 +25.37% Add 
