Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	186,370	$37.29M	31.6%	$200.09	—	COM	67066G104
TEM	TEMPUS AI INC	17,255	$1M	0.8%	$57.93	—	CL A	88023B103
CATY	CATHAY GEN BANCORP	8,200	$508K	0.4%	$61.99	—	COM	149150104
VTI	VANGUARD INDEX FDS	1,060	$392K	0.3%	$370.04	—	TOTAL STK MKT	922908769
ICSH	ISHARES TR	6,000	$303K	0.3%	$50.58	—	ULTRA SHORT DUR	46434V878
AMAT	APPLIED MATLS INC	400	$289K	0.2%	$723.00	—	COM	038222105

Increased Positions (6)

TSM TAIWAN SEMICONDUCTOR MANUFAC 2.8%

Value $3.289M (+49.0%) Shares 6,887 (+5.4%) Est. Cost $345.08 Unrealized —

IYE ISHARES TR 2.6%

Value $3.081M (+40.3%) Shares 18,832 (+1.7%) Est. Cost $119.25 Unrealized —

EEM ISHARES TR 2.7%

Value $3.201M (+23.4%) Shares 29,350 (+23.3%) Est. Cost $109.01 Unrealized —

V VISA INC 3.3%

Value $3.894M (+16.2%) Shares 11,350 (+2.4%) Est. Cost $337.74 Unrealized —

JPM JPMORGAN CHASE & CO 2.4%

Value $2.881M (+15.9%) Shares 8,800 (+4.1%) Est. Cost $310.24 Unrealized —

TLT ISHARES TR 1.9%

Value $2.264M (+5.2%) Shares 26,200 (+5.5%) Est. Cost $86.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	6,887 (+5.4%)	$3.289M (+49.0%)	2.8%	$345.08	—	SPONSORED ADS	874039100
IYE	ISHARES TR	18,832 (+1.7%)	$3.081M (+40.3%)	2.6%	$119.25	—	U.S. ENERGY ETF	464287796
EEM	ISHARES TR	29,350 (+23.3%)	$3.201M (+23.4%)	2.7%	$109.01	—	MSCI EMG MKT ETF	464287234
V	VISA INC	11,350 (+2.4%)	$3.894M (+16.2%)	3.3%	$337.74	—	COM CL A	92826C839
JPM	JPMORGAN CHASE & CO	8,800 (+4.1%)	$2.881M (+15.9%)	2.4%	$310.24	—	COM	46625H100
TLT	ISHARES TR	26,200 (+5.5%)	$2.264M (+5.2%)	1.9%	$86.67	—	20 YR TR BD ETF	464287432

Exited Positions (6)

— NVIDIA CORP 27.6%

Value $32.54M Shares 186,586 Est. Cost $174.40 Unrealized —

— TEMPUS AI INC CLASS A 0.7%

Value $846K Shares 18,705 Est. Cost $45.23 Unrealized —

— CATHAY GEN BANCORP 0.4%

Value $504K Shares 10,100 Est. Cost $49.90 Unrealized —

— VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES 0.3%

Value $343K Shares 1,070 Est. Cost $320.56 Unrealized —

HON HONEYWELL INTL INC 0.2%

Value $226K Shares 1,000 Est. Cost $195.03 Unrealized —

— VANECK GOLD MINERS ETF 0.2%

Value $220K Shares 2,400 Est. Cost $91.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	NVIDIA CORP	186,586	$32.54M	27.6%	$174.40	—	—	67066G107
—	TEMPUS AI INC CLASS A	18,705	$846K	0.7%	$45.23	—	—	87989F101
—	CATHAY GEN BANCORP	10,100	$504K	0.4%	$49.90	—	—	14934L105
—	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	1,070	$343K	0.3%	$320.56	—	—	921908768
HON	HONEYWELL INTL INC	1,000	$226K	0.2%	$195.03	—	—	438516106
—	VANECK GOLD MINERS ETF	2,400	$220K	0.2%	$91.67	—	—	92189F101

Decreased Positions (9)

NFLX NETFLIX INC. 2.2%

Value $2.626M (-29.0%) Shares 36,785 (-4.4%) Est. Cost $107.81 Unrealized —

AMZN AMAZON COM INC 4.5%

Value $5.352M (+12.7%) Shares 22,455 (-1.5%) Est. Cost $228.79 Unrealized —

COST COSTCO WHOLESALE CORPORATION 2.7%

Value $3.171M (-11.0%) Shares 3,390 (-5.2%) Est. Cost $905.73 Unrealized —

ORCL ORACLE CORP 1.3%

Value $1.541M (-8.0%) Shares 10,518 (-7.7%) Est. Cost $238.05 Unrealized —

MSFT MICROSOFT CORP 2.1%

Value $2.466M (-3.9%) Shares 6,610 (-4.7%) Est. Cost $500.58 Unrealized —

META META PLATFORMS INC 2.0%

Value $2.339M (-3.5%) Shares 4,152 (-2.0%) Est. Cost $665.18 Unrealized —

LMT LOCKHEED MARTIN CORP 0.3%

Value $344K (-16.9%) Shares 675 (-1.5%) Est. Cost $480.73 Unrealized —

BAC BANK OF AMER CORP 0.4%

Value $463K (+10.1%) Shares 8,133 (-5.8%) Est. Cost $52.67 Unrealized —

RMBS RAMBUS INC DEL 0.4%

Value $465K (+8.0%) Shares 3,500 (-30.0%) Est. Cost $98.40 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NFLX	NETFLIX INC.	36,785 (-4.4%)	$2.626M (-29.0%)	2.2%	$107.81	—	COM	64110L106
AMZN	AMAZON COM INC	22,455 (-1.5%)	$5.352M (+12.7%)	4.5%	$228.79	—	COM	023135106
COST	COSTCO WHOLESALE CORPORATION	3,390 (-5.2%)	$3.171M (-11.0%)	2.7%	$905.73	—	COM	22160K105
ORCL	ORACLE CORP	10,518 (-7.7%)	$1.541M (-8.0%)	1.3%	$238.05	—	COM	68389X105
MSFT	MICROSOFT CORP	6,610 (-4.7%)	$2.466M (-3.9%)	2.1%	$500.58	—	COM	594918104
META	META PLATFORMS INC	4,152 (-2.0%)	$2.339M (-3.5%)	2.0%	$665.18	—	CL A	30303M102
LMT	LOCKHEED MARTIN CORP	675 (-1.5%)	$344K (-16.9%)	0.3%	$480.73	—	COM	539830109
BAC	BANK OF AMER CORP	8,133 (-5.8%)	$463K (+10.1%)	0.4%	$52.67	—	COM	060505104
RMBS	RAMBUS INC DEL	3,500 (-30.0%)	$465K (+8.0%)	0.4%	$98.40	—	COM	750917106

Unchanged Positions (7)

AAPL APPLE INC 17.7%

Value $20.87M Shares 72,117 Est. Cost $268.34 Unrealized —

ABBV ABBVIE INC 8.4%

Value $9.976M Shares 39,645 Est. Cost $227.54 Unrealized —

GOOG ALPHABET INC 4.5%

Value $5.319M Shares 14,885 Est. Cost $289.76 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 1.6%

Value $1.835M Shares 15,725 Est. Cost $176.28 Unrealized —

BSX BOSTON SCIENTIFIC CORP 0.7%

Value $862K Shares 20,200 Est. Cost $95.18 Unrealized —

TSLA TESLA INC 1.2%

Value $1.38M Shares 3,280 Est. Cost $428.80 Unrealized —

MS MORGAN STANLEY 0.6%

Value $706K Shares 3,375 Est. Cost $167.06 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	72,117	$20.87M	17.7%	$268.34	—	COM	037833100
ABBV	ABBVIE INC	39,645	$9.976M	8.4%	$227.54	—	COM	00287Y109
GOOG	ALPHABET INC	14,885	$5.319M	4.5%	$289.76	—	CAP STK CL C	02079K107
PLTR	PALANTIR TECHNOLOGIES INC	15,725	$1.835M	1.6%	$176.28	—	CL A	69608A108
BSX	BOSTON SCIENTIFIC CORP	20,200	$862K	0.7%	$95.18	—	COM	101137107
TSLA	TESLA INC	3,280	$1.38M	1.2%	$428.80	—	COM	88160R101
MS	MORGAN STANLEY	3,375	$706K	0.6%	$167.06	—	COM NEW	617446448