| NVDA Nvidia Corp. | 7.84% | 580,723 | $108.3M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 4.13% | 182,232 | $57.0M | Add +19.1% |
| AAPL Apple Inc. | 3.62% | 183,761 | $50.0M | Add +1.2% |
| MSFT Microsoft Corp. | 3.23% | 92,149 | $44.6M | Add +5.8% |
| AMZN Amazon.com Inc. | 2.92% | 174,649 | $40.3M | Add +2.9% |
| META Meta Platforms Inc. Class A | 2.59% | 54,105 | $35.7M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 2.35% | 100,817 | $32.5M | Add +4.3% |
| PANW Palo Alto Networks Inc. | 2.26% | 169,410 | $31.2M | Add +0.3% |
| SMH Vaneck Semiconductor ETF | 2.03% | 77,668 | $28.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.94% | 85,356 | $26.8M | Reduce -7.5% |
| SHOP Shopify Inc. Class A | 1.92% | 164,895 | $26.5M | Add +0.1% |
| APH Amphenol Corp. Class A | 1.86% | 189,944 | $25.7M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 1.84% | 29,496 | $25.4M | Add +1.9% |
| INTU Intuit Inc. | 1.58% | 33,026 | $21.9M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 1.58% | 20,429 | $21.9M | Reduce -0.3% |
| CAT Caterpillar Inc. | 1.54% | 37,245 | $21.3M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 1.54% | 37,486 | $21.2M | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.51% | 68,788 | $20.9M | Reduce -0.0% |
| NOW ServiceNow Inc. | 1.45% | 130,385 | $20.0M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 1.44% | 34,223 | $19.8M | Add +4.4% |
| MS Morgan Stanley | 1.41% | 109,762 | $19.5M | Add +0.9% |
| NFLX Netflix Inc. | 1.40% | 206,381 | $19.4M | Add +23.3% |
| V Visa Inc. Class A | 1.38% | 54,369 | $19.1M | Add +2.5% |
| DHI D.R. Horton Inc. | 1.29% | 123,307 | $17.8M | Add +3.8% |
| VRT Vertiv Holdings Co. Class A | 1.24% | 105,491 | $17.1M | Reduce -0.5% |
| AMD Advanced Micro Devices | 1.20% | 77,387 | $16.6M | Reduce -2.3% |
| CDNS Cadence Design SYS Inc. | 1.18% | 52,277 | $16.3M | Add +2.9% |
| PWR Quanta Services Inc. | 1.18% | 38,459 | $16.2M | Add +3.9% |
| UBER Uber Technologies Inc. | 1.16% | 196,782 | $16.1M | Add +4.4% |
| HD Home Depot Inc. | 1.15% | 46,335 | $15.9M | Add +1.9% |
| IDXX Idexx Laboratories Inc. | 1.14% | 23,313 | $15.8M | Add +0.6% |
| WDAY Workday Inc. Class A | 1.11% | 71,598 | $15.4M | Reduce -12.2% |
| GLD SPDR Gold Shares | 1.04% | 36,330 | $14.4M | Reduce -10.6% |
| SYK Stryker Corp. | 1.03% | 40,610 | $14.3M | Add +5.4% |
| WMT Walmart Inc. | 1.00% | 123,925 | $13.8M | Add +2.9% |
| CRM Salesforce Inc. | 1.00% | 52,094 | $13.8M | Reduce -11.6% |
| SNOW Snowflake Inc. | 0.96% | 60,560 | $13.3M | Add +3.8% |
| TOL Toll Brothers Inc. | 0.94% | 95,644 | $12.9M | Add +4.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.92% | 521,963 | $12.7M | Add +17.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.88% | 479,315 | $12.2M | Add +18.8% |
| VEEV Veeva Systems Inc. Class A | 0.88% | 54,589 | $12.2M | Add +0.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.87% | 498,249 | $12.1M | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 23,378 | $11.8M | Add +14.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.82% | 486,066 | $11.4M | Add +21.8% |
| MA Mastercard Inc. Class A | 0.82% | 19,844 | $11.3M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 16,101 | $11.0M | Reduce -0.8% |
| NET Cloudflare Inc. Class A | 0.75% | 52,369 | $10.3M | Add +0.5% |
| OWL Blue Owl Capital Inc. | 0.75% | 689,455 | $10.3M | Add +41.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.72% | 452,987 | $10.0M | Add +21.7% |
| EXTR Extreme Networks Inc. | 0.70% | 582,345 | $9.7M | Add +2.4% |
| HON Honeywell International Inc. | 0.69% | 48,959 | $9.6M | Reduce -8.7% |
| DLR Digital Realty Trust Inc. | 0.66% | 58,992 | $9.1M | Reduce -1.0% |
| BR Broadridge Financial Solutio | 0.66% | 40,619 | $9.1M | Add +2.6% |
| XLI SS Industrial Select Sector | 0.64% | 57,372 | $8.9M | Reduce -1.4% |
| BLK BlackRock Inc. | 0.64% | 8,302 | $8.9M | Add +6.1% |
| DE Deere & Co. | 0.64% | 18,922 | $8.8M | Add +14.8% |
| TMUS T-Mobile US Inc. | 0.60% | 41,038 | $8.3M | Add +4.2% |
| ABT Abbott Laboratories | 0.60% | 65,999 | $8.3M | Reduce -1.0% |
| LEN Lennar Corp. Class A | 0.59% | 78,699 | $8.1M | Reduce -9.8% |
| AVGO Broadcom Inc. | 0.58% | 22,983 | $8.0M | Add +40.0% |
| VOO Vanguard S&P 500 ETF | 0.53% | 11,706 | $7.3M | Add +8.1% |
| UNP Union Pacific Corp. | 0.52% | 31,229 | $7.2M | Reduce -8.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.51% | 332,277 | $7.0M | Add +16.1% |
| XLV SS Health Care Select Sector | 0.49% | 43,410 | $6.7M | Add +27.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.48% | 260,065 | $6.6M | Add +12.6% |
| FCX Freeport-McMoran Inc. | 0.46% | 124,165 | $6.3M | Reduce -11.5% |
| GWRE Guidewire Software Inc. | 0.39% | 26,952 | $5.4M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 89,783 | $4.9M | Add +0.8% |
| XLK SS Technology Select Sector | 0.35% | 33,977 | $4.9M | Reduce -5.4% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.33% | 173,645 | $4.5M | Add +46.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 35,523 | $4.0M | Reduce -9.4% |
| CVX Chevron Corp. | 0.29% | 26,223 | $4.0M | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 0.28% | 5,594 | $3.8M | Reduce -8.4% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 16,026 | $3.1M | Add +16.3% |
| LLY Eli Lilly & Co. | 0.21% | 2,714 | $2.9M | Add +12.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 4,669 | $2.9M | Reduce -6.9% |
| TIP iShares Tips Bond ETF | 0.19% | 24,078 | $2.6M | Reduce -2.8% |
| OUNZ Vaneck Merk Gold ETF | 0.19% | 61,795 | $2.6M | Reduce -19.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.18% | 65,062 | $2.5M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.18% | 5,379 | $2.4M | Add +34.3% |
| MU Micron Technology Inc. | 0.17% | 8,455 | $2.4M | Reduce -10.2% |
| XOM Exxon Mobil Corp. | 0.17% | 19,773 | $2.4M | Reduce -5.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 15,145 | $2.3M | New |
| IJR iShares Core S&P Small-Cap E | 0.17% | 19,201 | $2.3M | Add +39.2% |
| IWM iShares Russell 2000 ETF | 0.17% | 9,324 | $2.3M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 33,485 | $2.2M | Reduce -11.1% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.16% | 82,610 | $2.2M | Add +366.1% |
| XLE SS Energy Select Sector | 0.15% | 44,851 | $2.0M | Reduce -10.9% |
| IBB iShares Biotechnology ETF | 0.13% | 10,830 | $1.8M | Add +67.9% |
| RDDT Reddit Inc. Class A | 0.13% | 7,837 | $1.8M | Reduce -2.5% |
| COP Conocophillips | 0.13% | 18,944 | $1.8M | Reduce -16.3% |
| AXP American Express Co. | 0.12% | 4,477 | $1.7M | Add +6.5% |
| JNJ Johnson & Johnson | 0.12% | 7,943 | $1.6M | Add +7.8% |
| EFA iShares MSCI Eafe ETF | 0.11% | 16,511 | $1.6M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.11% | 3,320 | $1.6M | No change |
| CRVL Corvel Corp. | 0.11% | 22,948 | $1.6M | Reduce -9.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.11% | 40,000 | $1.5M | Reduce -48.4% |
| LOW Lowe's Cos Inc. | 0.11% | 6,173 | $1.5M | Add +1.0% |
| RTX RTX Corp. | 0.11% | 8,047 | $1.5M | Add +8.6% |
| TEL Te Connectivity PLC | 0.11% | 6,381 | $1.5M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.10% | 19,570 | $1.4M | No change |
| DXCM Dexcom Inc. | 0.10% | 21,120 | $1.4M | Reduce -46.0% |
| EEM iShares MSCI Emerging Market | 0.10% | 25,260 | $1.4M | Add +4.7% |
| SCHF Schwab Intl Equity ETF | 0.10% | 56,612 | $1.4M | Add +1.0% |
| XLF SS Financial Select Sector | 0.10% | 24,556 | $1.3M | Add +7.8% |
| IGV iShares Expanded Tech-Softwa | 0.10% | 12,721 | $1.3M | Add +23.0% |
| BALL Ball Corp. | 0.10% | 25,305 | $1.3M | Reduce -40.0% |
| ITB iShares U.S. Home Constructi | 0.10% | 13,695 | $1.3M | Add +48.3% |
| DASH DoorDash Inc. Class A | 0.09% | 5,527 | $1.3M | Add +0.5% |
| JCI Johnson Controls Internation | 0.09% | 10,341 | $1.2M | Add +3.8% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 12,612 | $1.2M | Reduce -7.2% |
| CSCO Cisco Systems Inc. | 0.09% | 15,756 | $1.2M | Add +1.9% |
| MDY State Street SPDR S&P Midcap | 0.08% | 1,913 | $1.2M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.08% | 7,846 | $1.1M | Reduce -5.6% |
| NOC Northrop Grumman Corp. | 0.08% | 1,940 | $1.1M | Reduce -2.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.08% | 33,335 | $1.1M | Add +4.9% |
| CSX CSX Corp. | 0.07% | 27,831 | $1.0M | Add +1.8% |
| MDT Medtronic PLC | 0.07% | 10,240 | $984K | No change |
| ORCL Oracle Corp. | 0.07% | 4,632 | $903K | Add +18.6% |
| GILD Gilead Sciences Inc. | 0.06% | 7,276 | $893K | Add +3.9% |
| FDN First Trust DJ Internet Ind | 0.06% | 3,259 | $877K | Reduce -40.8% |
| PG The Procter & Gamble Co. | 0.06% | 5,979 | $857K | Add +2.9% |
| ZTS Zoetis Inc. | 0.06% | 6,712 | $845K | Reduce -85.2% |
| XHB SS SPDR S&P Homebldrs ETF | 0.06% | 8,178 | $842K | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 2,744 | $813K | Add +12.7% |
| SCHW Schwab (charles) Corp. | 0.06% | 8,078 | $807K | Add +4.7% |
| NKE Nike Inc. Class B | 0.06% | 12,113 | $772K | Reduce -28.4% |
| LRCX Lam Research Corp. | 0.06% | 4,446 | $761K | Reduce -14.0% |
| TRGP Targa Resources Corp. | 0.05% | 3,803 | $702K | Add +1.8% |
| SBUX Starbucks Corp. | 0.05% | 8,257 | $695K | Reduce -17.8% |
| AMP Ameriprise Financial Inc. | 0.05% | 1,392 | $683K | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,245 | $648K | Reduce -6.3% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 13,007 | $646K | Add +29.6% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 22,729 | $623K | Reduce -2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,408 | $621K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 1,251 | $605K | Add +0.6% |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 4,848 | $591K | Add +53.9% |
| GS Goldman Sachs Group Inc. | 0.04% | 654 | $575K | Add +11.4% |
| AXON Axon Enterprise Inc. | 0.04% | 1,012 | $575K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 3,183 | $566K | Add +81.8% |
| MRK Merck & Co. Inc. | 0.04% | 5,355 | $564K | Add +7.4% |
| DHR Danaher Corp. | 0.04% | 2,436 | $558K | Add +6.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 1,652 | $554K | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,908 | $554K | No change |
| COHR Coherent Corp. | 0.04% | 3,000 | $554K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.04% | 1,920 | $536K | Add +1.1% |
| TXN Texas Instruments Inc. | 0.04% | 2,991 | $519K | Add +7.0% |
| AMGN Amgen Inc. | 0.04% | 1,564 | $512K | Add +5.5% |
| MELI MercadoLibre Inc. | 0.04% | 248 | $500K | No change |
| VGK Vanguard Ftse Europe ETF | 0.04% | 5,851 | $489K | No change |
| BKNG Booking Holdings Inc. | 0.04% | 91 | $487K | Add +3.4% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,569 | $483K | Add +35.3% |
| OIH Vaneck Oil Services ETF | 0.03% | 1,665 | $474K | Add +21.6% |
| AME Ametek Inc. | 0.03% | 2,227 | $457K | Add +8.4% |
| MRP Millrose Properties | 0.03% | 15,185 | $454K | Reduce -36.0% |
| ABBV Abbvie Inc. | 0.03% | 1,968 | $450K | Add +30.2% |
| IWV iShares Russell 3000 ETF | 0.03% | 1,150 | $445K | No change |
| KO The Coca-Cola Co. | 0.03% | 6,168 | $431K | Add +7.7% |
| VGT Vanguard Info Tech ETF | 0.03% | 565 | $426K | No change |
| VNQ Vanguard Real Estate ETF | 0.03% | 4,780 | $423K | No change |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,503 | $405K | Reduce -2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,810 | $398K | No change |
| NSC Norfolk Southern Corp. | 0.03% | 1,344 | $388K | Add +3.4% |
| TRV The Travelers Cos Inc. | 0.03% | 1,297 | $376K | Add +12.3% |
| TCOM Trip.com Group Ltd.-ADR | 0.03% | 5,145 | $370K | Add +3.5% |
| ANET Arista Networks Inc. | 0.03% | 2,812 | $368K | Add +36.0% |
| ETN Eaton Corp. PLC | 0.03% | 1,146 | $365K | Add +14.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 746 | $364K | Add +2.2% |
| ADBE Adobe Inc. | 0.03% | 1,039 | $364K | Reduce -55.0% |
| TT Trane Technologies PLC | 0.03% | 930 | $362K | Add +10.3% |
| KMI Kinder Morgan Inc. | 0.03% | 13,135 | $361K | Add +4.9% |
| PRCT Procept Biorobotics Corp. | 0.03% | 11,440 | $360K | Reduce -63.6% |
| ILMN Illumina Inc. | 0.03% | 2,663 | $349K | New |
| USIG iShares Broad Usd Investment | 0.03% | 6,710 | $347K | No change |
| GEV GE Vernova Inc. | 0.03% | 529 | $346K | Add +0.6% |
| EWJ iShares MSCI Japan ETF | 0.02% | 4,128 | $333K | No change |
| EWT iShares MSCI Taiwan ETF | 0.02% | 5,125 | $326K | No change |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.02% | 4,950 | $324K | New |
| OEF iShares S&P 100 ETF | 0.02% | 921 | $316K | Reduce -2.0% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 6,774 | $311K | No change |
| SOLS Solstice Adv Materials Inc. | 0.02% | 6,363 | $309K | Reduce -52.5% |
| PHO Invesco Water Resources ETF | 0.02% | 4,318 | $304K | No change |
| BMY Bristol-Myers Squibb Co. | 0.02% | 5,595 | $302K | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.02% | 1,167 | $300K | Add +18.0% |
| ENB Enbridge Inc. | 0.02% | 6,220 | $298K | Add +11.5% |
| INCO Columbia India Consumer ETF | 0.02% | 4,512 | $292K | No change |
| TEAM Atlassian Corp. Class A | 0.02% | 1,794 | $291K | Reduce -62.1% |
| IAU iShares Gold Trust | 0.02% | 3,517 | $285K | No change |
| QCOM Qualcomm Inc. | 0.02% | 1,648 | $282K | Add +10.8% |
| CVS CVS Health Corp. | 0.02% | 3,512 | $279K | Add +14.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 2,875 | $279K | No change |
| PH Parker Hannifin Corp. | 0.02% | 308 | $271K | Add +4.4% |
| DKNG Draftkings Inc. Class A | 0.02% | 7,849 | $270K | Reduce -14.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 3,262 | $270K | Reduce -9.7% |
| CI The Cigna Group | 0.02% | 970 | $267K | Add +4.5% |
| SAP Sap SE-Sponsored ADR | 0.02% | 1,087 | $264K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 2,760 | $254K | New |
| C Citigroup Inc. | 0.02% | 2,071 | $242K | New |
| EWN iShares MSCI Netherlands ETF | 0.02% | 3,990 | $228K | No change |
| GRAB Grab Holdings Ltd. Class A | 0.02% | 45,500 | $227K | No change |
| XLP SS Consumer Staples Sel Sect | 0.02% | 2,902 | $225K | Reduce -16.7% |
| AGG iShares Core U.S. Aggregate | 0.02% | 2,195 | $219K | Reduce -16.7% |
| PNC PNC Financial Services Group | 0.02% | 1,033 | $216K | New |
| EQIX Equinix Inc. | 0.02% | 281 | $215K | Reduce -67.3% |
| AZO AutoZone Inc. | 0.02% | 63 | $214K | Add +5.0% |
| AMLP Alerian MLP ETF | 0.02% | 4,500 | $212K | No change |
| SCHB Schwab US Broad Market ETF | 0.02% | 8,056 | $211K | No change |
| DAX Global X Dax Germany ETF | 0.01% | 4,495 | $205K | No change |
| APP AppLovin Corp. Class A | 0.01% | 304 | $205K | New |
| PAA Plains All Amer Pipeline LP | 0.01% | 10,900 | $196K | Reduce -21.6% |
| ET Energy Transfer LP | 0.01% | 10,350 | $171K | No change |
| AESI Atlas Energy Solutions Inc. | 0.01% | 14,766 | $139K | No change |
| SANA Sana Biotechnology Inc. | 0.00% | 10,500 | $43K | No change |