Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	26,795	$14.99M	10.1%	$408.53	—	TR UNIT	78462F103
QQQ	INVESCO QQQ TR	29,719	$13.94M	9.4%	$313.51	—	UNIT SER 1	46090E103
SDY	SPDR SER TR	60,569	$8.218M	5.5%	$118.46	—	S&P DIVID ETF	78464A763
NVDA	NVIDIA CORPORATION	71,486	$7.748M	5.2%	$104.39	+21.4%	COM	67066G104
VIG	VANGUARD SPECIALIZED FUNDS	38,917	$7.549M	5.1%	$155.36	—	DIV APP ETF	921908844
COST	COSTCO WHSL CORP NEW	7,587	$7.176M	4.8%	$506.63	+91.6%	COM	22160K105
XLY	SELECT SECTOR SPDR TR	30,711	$6.064M	4.1%	$166.52	—	SBI CONS DISCR	81369Y407
XLK	SELECT SECTOR SPDR TR	28,474	$5.879M	4.0%	$149.55	—	TECHNOLOGY	81369Y803
AMZN	AMAZON COM INC	30,765	$5.853M	3.9%	$150.91	+43.8%	COM	023135106
MSFT	MICROSOFT CORP	14,047	$5.273M	3.5%	$323.31	+25.3%	COM	594918104
WMT	WALMART INC	50,307	$4.416M	3.0%	$57.71	+61.1%	COM	931142103
MA	MASTERCARD INCORPORATED	7,525	$4.125M	2.8%	$428.41	+26.5%	CL A	57636Q104
HD	HOME DEPOT INC	10,266	$3.762M	2.5%	$309.78	+22.9%	COM	437076102
SMH	VANECK ETF TRUST	17,489	$3.698M	2.5%	$171.51	—	SEMICONDUCTR ETF	92189F676
TSM	TAIWAN SEMICONDUCTOR MFG LTD	21,855	$3.628M	2.4%	$196.91	—	SPONSORED ADS	874039100
LLY	ELI LILLY & CO	4,157	$3.433M	2.3%	$544.63	+51.8%	COM	532457108
PANW	PALO ALTO NETWORKS INC	18,725	$3.195M	2.2%	$173.56	+6.5%	COM	697435105
PEP	PEPSICO INC	20,348	$3.051M	2.1%	$129.24	+11.0%	COM	713448108
DLR	DIGITAL RLTY TR INC	20,577	$2.948M	2.0%	$129.06	+22.4%	COM	253868103
XLP	SELECT SECTOR SPDR TR	35,545	$2.903M	2.0%	$69.32	—	SBI CONS STPLS	81369Y308
GOOGL	ALPHABET INC	16,940	$2.62M	1.8%	$136.30	+32.6%	CAP STK CL A	02079K305
XLV	SELECT SECTOR SPDR TR	16,149	$2.358M	1.6%	$130.54	—	SBI HEALTHCARE	81369Y209
AAPL	APPLE INC	10,366	$2.303M	1.5%	$169.18	+36.4%	COM	037833100
WM	WASTE MGMT INC DEL	9,623	$2.228M	1.5%	$211.76	+3.1%	COM	94106L109
CRM	SALESFORCE INC	7,987	$2.143M	1.4%	$240.49	+28.5%	COM	79466L302
FDN	FIRST TR EXCHANGE-TRADED FD	6,930	$1.54M	1.0%	$149.26	—	DJ INTERNT IDX	33733E302
AVGO	BROADCOM INC	8,425	$1.411M	0.9%	$183.44	+14.4%	COM	11135F101
SKYY	FIRST TR EXCHANGE TRADED FD	13,589	$1.389M	0.9%	$119.12	—	CLOUD COMPUTING	33734X192
CIBR	FIRST TR EXCHANGE TRADED FD	21,479	$1.353M	0.9%	$56.41	—	NASDAQ CYB ETF	33734X846
CVX	CHEVRON CORP NEW	8,014	$1.341M	0.9%	$139.69	+7.7%	COM	166764100
MCK	MCKESSON CORP	1,812	$1.22M	0.8%	$553.37	+11.3%	COM	58155Q103
RBLX	ROBLOX CORP	20,035	$1.168M	0.8%	$65.99	-4.7%	CL A	771049103
MDY	SPDR S&P MIDCAP 400 ETF TR	1,816	$969K	0.7%	$485.40	—	UTSER1 S&PDCRP	78467Y107
CRWD	CROWDSTRIKE HLDGS INC	2,714	$957K	0.6%	$369.68	+3.1%	CL A	22788C105
XLC	SELECT SECTOR SPDR TR	9,447	$911K	0.6%	$89.13	—	COMMUNICATION	81369Y852
MRVL	MARVELL TECHNOLOGY INC	12,985	$800K	0.5%	$60.54	+59.7%	COM	573874104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,297	$691K	0.5%	$361.77	+34.4%	CL B NEW	084670702
XLF	SELECT SECTOR SPDR TR	13,682	$682K	0.5%	$38.38	—	FINANCIAL	81369Y605
TGT	TARGET CORP	5,987	$625K	0.4%	$143.35	-16.1%	COM	87612E106
HACK	AMPLIFY ETF TR	8,453	$607K	0.4%	$64.11	—	AMPLIFY CYBERSEC	032108664
CAT	CATERPILLAR INC	1,749	$577K	0.4%	$341.18	+3.2%	COM	149123101
EIG	EMPLOYERS HLDGS INC	10,038	$508K	0.3%	$26.08	+85.3%	COM	292218104
ETN	EATON CORP PLC	1,335	$363K	0.2%	$308.54	0.0%	SHS	G29183103
XLE	SELECT SECTOR SPDR TR	3,510	$328K	0.2%	$89.20	—	ENERGY	81369Y506
XOM	EXXON MOBIL CORP	2,517	$299K	0.2%	$99.55	+7.7%	COM	30231G102
SCHX	SCHWAB STRATEGIC TR	13,320	$294K	0.2%	$36.14	—	US LRG CAP ETF	808524201
SPLV	INVESCO EXCH TRADED FD TR II	3,875	$290K	0.2%	$74.73	—	S&P500 LOW VOL	46138E354
META	META PLATFORMS INC	485	$280K	0.2%	$601.63	+6.9%	CL A	30303M102
SPDW	SPDR INDEX SHS FDS	6,375	$232K	0.2%	$35.84	—	PORTFOLIO DEVLPD	78463X889
BND	VANGUARD BD INDEX FDS	3,138	$230K	0.2%	$72.63	—	TOTAL BND MRKT	921937835