Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
EEM	ISHARES TR	29,650 (+1.0%)	$3.03M (-5.4%)	2.4%	$102.18 *	$60.11	+11.1%	MSCI EMG MKT ETF	464287234
TSM	TAIWAN SEMICONDUCTOR MANUFAC	7,237 (+5.1%)	$3.301M (+0.4%)	2.6%	$456.19	$351.00	+30.0%	SPONSORED ADS	874039100

Exited Positions (4)

TLT ISHARES TR 1.8%

Value $2.264M Shares 26,200 Share Price $86.42 * Est. Cost/Share $87.81 Unrealized @ Report Date -11.4%

TEM TEMPUS AI INC 0.8%

Value $1M Shares 17,255 Share Price $57.93 * Est. Cost/Share $50.14 Unrealized @ Report Date +63.4%

LMT LOCKHEED MARTIN CORP 0.3%

Value $344K Shares 675 Share Price $509.46 Est. Cost/Share $481.28 Unrealized @ Report Date +5.8%

ICSH ISHARES TR 0.2%

Value $303K Shares 6,000 Share Price $50.58 Est. Cost/Share $50.53 Unrealized @ Report Date -0.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
TLT	ISHARES TR	26,200	$2.264M	1.8%	$86.42 *	$87.81	-11.4%	—	464287432
TEM	TEMPUS AI INC	17,255	$1M	0.8%	$57.93 *	$50.14	+63.4%	—	88023B103
LMT	LOCKHEED MARTIN CORP	675	$344K	0.3%	$509.46	$481.28	+5.8%	—	539830109
ICSH	ISHARES TR	6,000	$303K	0.2%	$50.58	$50.53	-0.3%	—	46434V878

Decreased Positions (8)

AAPL APPLE INC 18.3%

Value $23.34M (+11.9%) Shares 70,092 (-2.8%) Share Price $333.02 Est. Cost/Share $268.34 Unrealized @ Report Date +24.1%

META META PLATFORMS INC 2.3%

Value $2.975M (+27.2%) Shares 4,102 (-1.2%) Share Price $725.18 Est. Cost/Share $662.49 Unrealized @ Report Date +9.5%

ORCL ORACLE CORP 0.9%

Value $1.166M (-24.3%) Shares 8,493 (-19.3%) Share Price $137.30 Est. Cost/Share $238.05 Unrealized @ Report Date -42.3%

TSLA TESLA INC 0.8%

Value $1.015M (-26.4%) Shares 2,860 (-12.8%) Share Price $354.81 Est. Cost/Share $417.09 Unrealized @ Report Date -14.9%

RMBS RAMBUS INC DEL 0.2%

Value $246K (-47.1%) Shares 2,300 (-34.3%) Share Price $106.76 Est. Cost/Share $98.40 Unrealized @ Report Date +8.5%

CATY CATHAY GEN BANCORP 0.3%

Value $345K (-32.1%) Shares 5,800 (-29.3%) Share Price $59.50 Est. Cost/Share $56.73 Unrealized @ Report Date +4.9%

AMZN AMAZON COM INC 4.3%

Value $5.489M (+2.6%) Shares 22,030 (-1.9%) Share Price $249.15 Est. Cost/Share $228.79 Unrealized @ Report Date +8.9%

NFLX NETFLIX INC. 2.0%

Value $2.528M (-3.7%) Shares 36,335 (-1.2%) Share Price $69.58 Est. Cost/Share $107.81 Unrealized @ Report Date -35.5%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	70,092 (-2.8%)	$23.34M (+11.9%)	18.3%	$333.02	$268.34	+24.1%	COM	037833100
META	META PLATFORMS INC	4,102 (-1.2%)	$2.975M (+27.2%)	2.3%	$725.18	$662.49	+9.5%	CL A	30303M102
ORCL	ORACLE CORP	8,493 (-19.3%)	$1.166M (-24.3%)	0.9%	$137.30	$238.05	-42.3%	COM	68389X105
TSLA	TESLA INC	2,860 (-12.8%)	$1.015M (-26.4%)	0.8%	$354.81	$417.09	-14.9%	COM	88160R101
RMBS	RAMBUS INC DEL	2,300 (-34.3%)	$246K (-47.1%)	0.2%	$106.76	$98.40	+8.5%	COM	750917106
CATY	CATHAY GEN BANCORP	5,800 (-29.3%)	$345K (-32.1%)	0.3%	$59.50	$56.73	+4.9%	COM	149150104
AMZN	AMAZON COM INC	22,030 (-1.9%)	$5.489M (+2.6%)	4.3%	$249.15	$228.79	+8.9%	COM	023135106
NFLX	NETFLIX INC.	36,335 (-1.2%)	$2.528M (-3.7%)	2.0%	$69.58	$107.81	-35.5%	COM	64110L106

Unchanged Positions (14)

NVDA NVIDIA CORPORATION 33.0%

Value $42.2M Shares 184,770 Share Price $228.38 Est. Cost/Share $205.61 Unrealized @ Report Date +11.1%

PLTR PALANTIR TECHNOLOGIES INC 2.3%

Value $2.941M Shares 15,725 Share Price $187.05 Est. Cost/Share $176.05 Unrealized @ Report Date +6.2%

MSFT MICROSOFT CORP 2.7%

Value $3.39M Shares 6,610 Share Price $512.90 Est. Cost/Share $500.58 Unrealized @ Report Date +2.5%

ABBV ABBVIE INC 8.1%

Value $10.37M Shares 39,645 Share Price $261.59 Est. Cost/Share $227.54 Unrealized @ Report Date +15.0%

GOOG ALPHABET INC 4.0%

Value $5.104M Shares 14,835 Share Price $344.08 Est. Cost/Share $288.89 Unrealized @ Report Date +17.9%

V VISA INC 3.2%

Value $4.078M Shares 11,350 Share Price $359.33 Est. Cost/Share $335.39 Unrealized @ Report Date +7.1%

COST COSTCO WHOLESALE CORPORATION 2.4%

Value $3.063M Shares 3,365 Share Price $910.34 Est. Cost/Share $905.73 Unrealized @ Report Date +0.5%

IYE ISHARES TR 2.5%

Value $3.183M Shares 18,832 Share Price $169.04 * Est. Cost/Share $56.78 Unrealized @ Report Date +14.1%

AMAT APPLIED MATLS INC 0.2%

Value $205K Shares 400 Share Price $511.38 Est. Cost/Share $461.39 Unrealized @ Report Date +10.8%

MS MORGAN STANLEY 0.5%

Value $635K Shares 3,375 Share Price $188.08 Est. Cost/Share $166.76 Unrealized @ Report Date +12.8%

JPM JPMORGAN CHASE & CO 2.3%

Value $2.911M Shares 8,800 Share Price $330.83 Est. Cost/Share $309.57 Unrealized @ Report Date +6.9%

BAC BANK OF AMER CORP 0.3%

Value $443K Shares 8,133 Share Price $54.43 Est. Cost/Share $52.67 Unrealized @ Report Date +3.3%

BSX BOSTON SCIENTIFIC CORP 0.7%

Value $882K Shares 20,200 Share Price $43.65 Est. Cost/Share $93.81 Unrealized @ Report Date -53.5%

VTI VANGUARD INDEX FDS 0.3%

Value $397K Shares 1,060 Share Price $374.24 Est. Cost/Share $357.56 Unrealized @ Report Date +4.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVDA	NVIDIA CORPORATION	184,770	$42.2M	33.0%	$228.38	$205.61	+11.1%	COM	67066G104
PLTR	PALANTIR TECHNOLOGIES INC	15,725	$2.941M	2.3%	$187.05	$176.05	+6.2%	CL A	69608A108
MSFT	MICROSOFT CORP	6,610	$3.39M	2.7%	$512.90	$500.58	+2.5%	COM	594918104
ABBV	ABBVIE INC	39,645	$10.37M	8.1%	$261.59	$227.54	+15.0%	COM	00287Y109
GOOG	ALPHABET INC	14,835	$5.104M	4.0%	$344.08	$288.89	+17.9%	CAP STK CL C	02079K107
V	VISA INC	11,350	$4.078M	3.2%	$359.33	$335.39	+7.1%	COM CL A	92826C839
COST	COSTCO WHOLESALE CORPORATION	3,365	$3.063M	2.4%	$910.34	$905.73	+0.5%	COM	22160K105
IYE	ISHARES TR	18,832	$3.183M	2.5%	$169.04 *	$56.78	+14.1%	U.S. ENERGY ETF	464287796
AMAT	APPLIED MATLS INC	400	$205K	0.2%	$511.38	$461.39	+10.8%	COM	038222105
MS	MORGAN STANLEY	3,375	$635K	0.5%	$188.08	$166.76	+12.8%	COM NEW	617446448
JPM	JPMORGAN CHASE & CO	8,800	$2.911M	2.3%	$330.83	$309.57	+6.9%	COM	46625H100
BAC	BANK OF AMER CORP	8,133	$443K	0.3%	$54.43	$52.67	+3.3%	COM	060505104
BSX	BOSTON SCIENTIFIC CORP	20,200	$882K	0.7%	$43.65	$93.81	-53.5%	COM	101137107
VTI	VANGUARD INDEX FDS	1,060	$397K	0.3%	$374.24	$357.56	+4.7%	MRNGSTR TTL STK	922908769