Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	61,468	$37.76M	18.3%	$216.20	—	UNIT SER 1	46090E103
VUG	VANGUARD INDEX FDS	59,628	$29.09M	14.1%	$245.64	—	GROWTH ETF	922908736
VV	VANGUARD INDEX FDS	72,556	$22.84M	11.1%	$133.36	—	LARGE CAP ETF	922908637
SPY	SPDR S&P 500 ETF TR	27,101	$18.48M	9.0%	$267.96	—	TR UNIT	78462F103
SGOV	ISHARES TR	147,773	$14.83M	7.2%	$100.70	—	0-3 MNTH TREASRY	46436E718
XLK	SELECT SECTOR SPDR TR	76,892	$11.07M	5.4%	$114.82	—	STATE STREET TEC	81369Y803
XLV	SELECT SECTOR SPDR TR	43,113	$6.674M	3.2%	$93.83	—	STATE STREET HEA	81369Y209
XLI	SELECT SECTOR SPDR TR	40,329	$6.256M	3.0%	$65.64	—	STATE STREET IND	81369Y704
IVV	ISHARES TR	8,683	$5.947M	2.9%	$412.90	—	CORE S&P500 ETF	464287200
XLF	SELECT SECTOR SPDR TR	84,044	$4.603M	2.2%	$33.27	—	STATE STREET FIN	81369Y605
XLY	SELECT SECTOR SPDR TR	38,230	$4.565M	2.2%	$105.72	—	STATE STREET CON	81369Y407
RSP	INVESCO EXCHANGE TRADED FD T	20,573	$3.941M	1.9%	$120.69	—	S&P500 EQL WGT	46137V357
VTV	VANGUARD INDEX FDS	17,581	$3.358M	1.6%	$86.43	—	VALUE ETF	922908744
RSPT	INVESCO EXCHANGE TRADED FD T	71,444	$3.251M	1.6%	$67.78	—	S&P500 EQL TEC	46137V282
AAPL	APPLE INC	11,808	$3.21M	1.6%	$161.49	+66.2%	COM	037833100
VTI	VANGUARD INDEX FDS	8,610	$2.887M	1.4%	$117.45	—	TOTAL STK MKT	922908769
IYF	ISHARES TR	17,658	$2.277M	1.1%	$121.38	—	U.S. FINLS ETF	464287788
VFH	VANGUARD WORLD FD	15,667	$2.091M	1.0%	$50.17	—	FINANCIALS ETF	92204A405
XLP	SELECT SECTOR SPDR TR	26,212	$2.036M	1.0%	$64.46	—	STATE STREET CON	81369Y308
RBLX	ROBLOX CORP	24,926	$2.02M	1.0%	$42.49	+149.9%	CL A	771049103
NVDA	NVIDIA CORPORATION	9,730	$1.815M	0.9%	$95.58	+94.7%	COM	67066G104
QQQM	INVESCO EXCH TRADED FD TR II	7,119	$1.801M	0.9%	$197.28	—	NASDAQ 100 ETF	46138G649
VCR	VANGUARD WORLD FD	4,308	$1.697M	0.8%	$141.29	—	CONSUM DIS ETF	92204A108
IYH	ISHARES TR	20,910	$1.361M	0.7%	$60.56	—	US HLTHCARE ETF	464287762
VB	VANGUARD INDEX FDS	5,179	$1.336M	0.6%	$115.26	—	SMALL CP ETF	922908751
IYJ	ISHARES TR	8,055	$1.194M	0.6%	$142.56	—	US INDUSTRIALS	464287754
DOCS	DOXIMITY INC	20,000	$886K	0.4%	$43.90	+27.9%	CL A	26622P107
VBK	VANGUARD INDEX FDS	2,703	$817K	0.4%	$141.97	—	SML CP GRW ETF	922908595
GOOGL	ALPHABET INC	2,580	$808K	0.4%	$117.83	+142.4%	CAP STK CL A	02079K305
IWO	ISHARES TR	2,216	$716K	0.3%	$159.94	—	RUS 2000 GRW ETF	464287648
BXMT	BLACKSTONE MTG TR INC	36,450	$697K	0.3%	$19.49	—	COM CL A	09257W100
AMZN	AMAZON COM INC	2,795	$645K	0.3%	$121.82	+87.8%	COM	023135106
VO	VANGUARD INDEX FDS	1,925	$559K	0.3%	$122.64	—	MID CAP ETF	922908629
STWD	STARWOOD PPTY TR INC	27,240	$491K	0.2%	$18.01	—	COM	85571B105
VOT	VANGUARD INDEX FDS	1,739	$485K	0.2%	$117.22	—	MCAP GR IDXVIP	922908538
VIS	VANGUARD WORLD FD	1,624	$485K	0.2%	$219.97	—	INDUSTRIAL ETF	92204A603
META	META PLATFORMS INC	669	$442K	0.2%	$443.21	+50.6%	CL A	30303M102
LRCX	LAM RESEARCH CORP	2,400	$411K	0.2%	$78.86	+97.0%	COM NEW	512807306
MSFT	MICROSOFT CORP	755	$365K	0.2%	$417.46	+19.9%	COM	594918104
IVW	ISHARES TR	2,724	$336K	0.2%	$36.15	—	S&P 500 GRWT ETF	464287309
GOOG	ALPHABET INC	960	$301K	0.1%	$209.93	+36.4%	CAP STK CL C	02079K107
UBER	UBER TECHNOLOGIES INC	3,675	$300K	0.1%	$52.31	+72.1%	COM	90353T100
IWM	ISHARES TR	1,083	$267K	0.1%	$115.24	—	RUSSELL 2000 ETF	464287655
AVGO	BROADCOM INC	730	$253K	0.1%	$215.92	+65.3%	COM	11135F101
XLC	SELECT SECTOR SPDR TR	2,077	$245K	0.1%	$96.81	—	STATE STREET COM	81369Y852
VOE	VANGUARD INDEX FDS	1,181	$209K	0.1%	$75.64	—	MCAP VL IDXVIP	922908512
—	NUVEEN QUALITY MUNCP INCOME	10,418	$125K	0.1%	$11.46	—	COM	67066V101