NVIDIA CORPORATION NVDA
3.78% 3.95% $6.1M 30,427 $5.3M 30,587 -160 -0.52% Reduce S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
2.98% 2.89% $4.8M 141,784 $3.9M 134,230 +7,554 +5.63% Add TESLA INC TSLA
2.82% 3.03% $4.5M 10,808 $4.1M 11,017 -209 -1.90% Reduce BROADCOM INC AVGO
2.79% 2.73% $4.5M 11,905 $3.7M 11,942 -37 -0.31% Reduce ADVANCED MICRO DEVICES INC AMD
2.53% 1.09% $4.1M 7,005 $1.5M 7,221 -216 -2.99% Reduce S SCHWAB STRATEGIC TR SCHM
2.52% 2.52% $4.1M 110,193 $3.4M 110,018 +175 +0.16% Add S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
2.32% 2.31% $3.7M 107,605 $3.1M 102,375 +5,230 +5.11% Add ALPHABET INC GOOGL
2.24% 2.14% $3.6M 10,093 $2.9M 10,036 +57 +0.57% Add S STATE STR SPDR S&P 500 ETF T SPY
1.98% 1.73% $3.2M 4,276 $2.3M 3,600 +676 +18.78% Add V VANGUARD INTL EQUITY INDEX F VT
1.96% 1.91% $3.2M 20,094 $2.6M 18,683 +1,411 +7.55% Add S SCHWAB US SCHA
1.93% 1.86% $3.1M 86,275 $2.5M 86,451 -176 -0.20% Reduce ASML HLDG NV ASML
1.86% 1.47% $3.0M 1,508 $2.0M 1,508 0 0.00% Unchanged S SCHWAB STRATEGIC TR SCHF
1.74% 1.86% $2.8M 101,159 $2.5M 101,401 -242 -0.24% Reduce APPLE INC AAPL
1.64% 1.68% $2.6M 9,143 $2.3M 8,952 +191 +2.13% Add S SPDR SERIES TRUST SPTM
1.59% 1.21% $2.6M 28,262 $1.6M 20,759 +7,503 +36.14% Add MICRON TECHNOLOGY INC MU
1.54% 0.66% $2.5M 2,152 $893,915 2,646 -494 -18.67% Reduce MICROSOFT CORP MSFT
1.48% 1.89% $2.4M 6,414 $2.6M 6,908 -494 -7.15% Reduce AMAZON COM INC AMZN
1.38% 1.47% $2.2M 9,333 $2.0M 9,523 -190 -2.00% Reduce GE AEROSPACE GE
1.25% 1.13% $2.0M 5,399 $1.5M 5,384 +15 +0.28% Add G GENERAL DYNAMICS CORP GD
1.2% 1.19% $1.9M 5,209 $1.6M 5,003 +206 +4.12% Add ELI LILLY & CO LLY
1.05% 0.96% $1.7M 1,416 $1.3M 1,406 +10 +0.71% Add GE VERNOVA INC GEV
1.01% 0.89% $1.6M 1,388 $1.2M 1,374 +14 +1.02% Add VERTEX PHARMACEUTICALS INC VRTX
0.97% 1.04% $1.6M 3,143 $1.4M 3,148 -5 -0.16% Reduce VANECK ETF TRUST SMH
0.95% 0.54% $1.5M 2,337 $730,761 1,906 +431 +22.61% Add MERCK & CO INC MRK
0.91% 1.01% $1.5M 11,473 $1.4M 11,322 +151 +1.33% Add LAM RESEARCH CORP LRCX
0.9% 0.56% $1.5M 3,363 $754,220 3,530 -167 -4.73% Reduce JPMORGAN CHASE & CO JPM
0.89% 0.84% $1.4M 4,346 $1.1M 3,877 +469 +12.10% Add META PLATFORMS INC META
0.89% 1.07% $1.4M 2,563 $1.4M 2,517 +46 +1.83% Add PALANTIR TECHNOLOGIES INC PLTR
0.87% 1.31% $1.4M 12,068 $1.8M 12,149 -81 -0.67% Reduce J J P MORGAN EXCHANGE TRADED F JEPI
0.84% 0.97% $1.4M 24,051 $1.3M 23,212 +839 +3.61% Add S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF XLV
0.83% 0.86% $1.3M 8,443 $1.2M 7,888 +555 +7.04% Add V VANGUARD INDEX FDS VOO
0.83% 0.59% $1.3M 1,944 $798,327 1,336 +608 +45.51% Add DEERE & CO DE
0.8% 0.85% $1.3M 2,030 $1.1M 2,030 0 0.00% Unchanged AXON ENTERPRISE AXON
0.79% 0.75% $1.3M 2,272 $1.0M 2,401 -129 -5.37% Reduce S SPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGE DIA
0.78% 0.54% $1.3M 2,409 $726,848 1,569 +840 +53.54% Add GOLDMAN SACHS GROUP INC GS
0.77% 0.66% $1.2M 1,215 $888,007 1,050 +165 +15.71% Add PALO ALTO PANW
0.72% 0.45% $1.2M 3,380 $606,330 3,782 -402 -10.63% Reduce I INVESCO EXCHANGE TRADED FD T RSP
0.71% 0.4% $1.1M 5,257 $541,296 2,820 +2,437 +86.42% Add FLUOR CORP FLR
0.71% 0.75% $1.1M 21,685 $1.0M 21,722 -37 -0.17% Reduce V VANGUARD MID VO
0.71% 0.75% $1.1M 14,100 $1.0M 3,531 +10,569 +299.32% Add CLEAN HARBORS INC CLH
0.7% 0.81% $1.1M 3,800 $1.1M 3,806 -6 -0.16% Reduce UBER TECHNOLOGIES INC UBER
0.7% 0.81% $1.1M 15,696 $1.1M 15,246 +450 +2.95% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.69% 0.58% $1.1M 2,334 $788,696 2,334 0 0.00% Unchanged V VANGUARD SCOTTSDALE FDS VCIT
0.61% 1.03% $988,998 11,966 $1.4M 16,883 -4,917 -29.12% Reduce S SELECT SECTOR SPDR TR XLE
0.6% 0.82% $965,378 18,176 $1.1M 18,157 +19 +0.10% Add S SCHWAB U.S. REIT ETF SCHH
0.57% 0.63% $924,082 39,024 $844,718 39,308 -284 -0.72% Reduce UNITEDHEALTH GROUP INC UNH
0.56% 0.42% $902,004 2,170 $573,361 2,119 +51 +2.41% Add S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC
0.54% 0.63% $875,830 18,201 $850,715 18,201 0 0.00% Unchanged KLA CORP KLAC
0.52% 0.3% $841,771 2,790 $410,802 279 +2,511 +900.00% Add S SELECT SECTOR SPDR TR XLY
0.51% 0.55% $819,811 6,990 $739,959 6,790 +200 +2.95% Add 
