| NVIDIA Corp. (NVDA) | $1.8B | 6.79% | 9,211,357 | +843,227 | Added |
| Apple Inc. (AAPL) | $1.6B | 5.90% | 5,529,231 | +424,836 | Added |
| Microsoft Corp. (MSFT) | $1.1B | 3.88% | 2,821,767 | +258,756 | Added |
| Vanguard Scottsdale FDS (VTWO) | $1.0B | 3.81% | 8,513,553 | +1,908,879 | Added |
| Micron Technology Inc. (MU) | $979.7M | 3.61% | 848,739 | +68,714 | Added |
| Amazon.com Inc. (AMZN) | $937.4M | 3.46% | 3,933,172 | +384,482 | Added |
| Alphabet Inc. (GOOGL) | $798.7M | 2.94% | 2,234,827 | +229,547 | Added |
| Advanced Micro Devices Inc. (AMD) | $718.8M | 2.65% | 1,237,396 | +110,996 | Added |
| Alphabet Inc. (GOOG) | $693.8M | 2.56% | 1,963,739 | +208,344 | Added |
| Broadcom Inc. (AVGO) | $678.8M | 2.50% | 1,796,868 | +170,333 | Added |
| Tesla, Inc. (TSLA) | $652.9M | 2.41% | 1,552,352 | +152,662 | Added |
| Meta Platforms, Inc. (META) | $563.4M | 2.08% | 1,000,247 | +99,835 | Added |
| Intel Corp. (INTC) | $516.2M | 1.90% | 3,697,172 | +424,234 | Added |
| Applied Materials Inc. (AMAT) | $437.4M | 1.61% | 605,023 | +54,923 | Added |
| Lam Research Corp. (LRCX) | $412.2M | 1.52% | 951,247 | +87,097 | Added |
| Walmart Inc. (WMT) | $404.8M | 1.49% | 3,574,219 | +265,808 | Added |
| Cisco Systems, Inc. (CSCO) | $346.1M | 1.28% | 2,946,899 | +215,908 | Added |
| Costco Wholesale Corp. (COST) | $309.5M | 1.14% | 330,824 | +23,216 | Added |
| KLA Corp. (KLAC) | $295.5M | 1.09% | 979,371 | +78,351 | Added |
| Sandisk Corp. (SNDK) | $248.0M | 0.91% | 109,085 | +87,871 | Added |
| Netflix Inc. (NFLX) | $230.6M | 0.85% | 3,229,620 | +300,145 | Added |
| Palo Alto Networks Inc. (PANW) | $211.1M | 0.78% | 618,939 | +58,834 | Added |
| Texas Instruments Inc. (TXN) | $206.7M | 0.76% | 693,419 | +67,556 | Added |
| Palantir Technologies Inc. (PLTR) | $204.8M | 0.76% | 1,755,494 | +167,545 | Added |
| Marvell Technology, Inc. (MRVL) | $198.9M | 0.73% | 667,562 | +207,268 | Added |
| Linde plc (LIN) | $183.1M | 0.68% | 352,821 | +30,399 | Added |
| iShares Bitcoin Trust ETF (IBIT) | $180.6M | 0.67% | 5,424,563 | +1,933,888 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $176.3M | 0.65% | 1,825,722 | +189,114 | Added |
| Western Digital Corp. (WDC) | $163.8M | 0.60% | 256,492 | +23,171 | Added |
| Seagate Technology Holdings plc (STX) | $160.6M | 0.59% | 166,382 | +19,624 | Added |
| Eli Lilly & Co. (LLY) | $154.1M | 0.57% | 128,460 | +11,065 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $149.4M | 0.55% | 298,468 | +27,873 | Added |
| Analog Devices Inc. (ADI) | $148.4M | 0.55% | 373,750 | +36,264 | Added |
| Amgen Inc. (AMGN) | $148.4M | 0.55% | 409,827 | +39,887 | Added |
| Qualcomm Inc. (QCOM) | $147.3M | 0.54% | 797,157 | +62,629 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $146.5M | 0.54% | 191,914 | +21,225 | Added |
| JPMorgan Chase & Co. (JPM) | $143.5M | 0.53% | 438,527 | +36,477 | Added |
| PepsiCo Inc. (PEP) | $141.2M | 0.52% | 1,042,623 | +93,411 | Added |
| Gilead Sciences, Inc. (GILD) | $120.1M | 0.44% | 950,430 | +96,425 | Added |
| T-Mobile US, Inc. (TMUS) | $119.7M | 0.44% | 713,420 | +37,011 | Added |
| AppLovin Corp. (APP) | $117.3M | 0.43% | 227,667 | +21,034 | Added |
| Goldman Sachs Physical Gold (AAAU) | $108.2M | 0.40% | 2,734,560 | +761,400 | Added |
| Booking Holdings Inc. (BKNG) | $107.6M | 0.40% | 603,691 | +54,666 | Added |
| Intuitive Surgical Inc. (ISRG) | $107.2M | 0.40% | 269,580 | +25,047 | Added |
| ASML Holding N.V. (ASML) | $105.0M | 0.39% | 52,796 | +5,188 | Added |
| Johnson & Johnson (JNJ) | $99.6M | 0.37% | 392,087 | +38,043 | Added |
| Vertex Pharmaceuticals Inc. (VRTX) | $96.0M | 0.35% | 193,306 | +19,219 | Added |
| Visa Inc. (V) | $93.7M | 0.34% | 273,079 | +25,444 | Added |
| ExxonMobil Holdings Corp. (XOM) | $93.2M | 0.34% | 681,692 | +61,370 | Added |
| iShares Trust (AGG) | $89.9M | 0.33% | 911,236 | +89,452 | Added |
| Vanguard Total Bond Market ETF (BND) | $89.9M | 0.33% | 1,228,471 | +120,612 | Added |
| Starbucks Corp. (SBUX) | $88.8M | 0.33% | 868,907 | +91,192 | Added |
| Vaneck Bitcoin ETF (HODL) | $87.7M | 0.32% | 5,282,111 | -92,796 | Trimmed |
| Shopify Inc. (SHOP) | $84.2M | 0.31% | 737,600 | +72,269 | Added |
| Fortinet, Inc. (FTNT) | $83.6M | 0.31% | 544,153 | +56,059 | Added |
| Caterpillar Inc. (CAT) | $80.1M | 0.29% | 75,223 | +7,840 | Added |
| Williams Companies, Inc. (WMB) | $79.3M | 0.29% | 1,066,577 | +270,948 | Added |
| Cadence Design Systems Inc. (CDNS) | $78.3M | 0.29% | 208,597 | +21,831 | Added |
| Marriott International Inc. (MAR) | $72.2M | 0.27% | 194,871 | +17,546 | Added |
| AbbVie Inc. (ABBV) | $72.1M | 0.27% | 286,410 | +26,944 | Added |
| DBX ETF Trust (HYLB) | $72.0M | 0.27% | 1,982,476 | +1,982,476 | New position |
| iShares Broad Usd High Yld Corp. (USHY) | $71.4M | 0.26% | 1,940,278 | +1,940,278 | New position |
| SPDR Ser Trust (SPHY) | $69.8M | 0.26% | 2,994,391 | +2,994,391 | New position |
| Automatic Data Processing Inc. (ADP) | $68.6M | 0.25% | 306,299 | +27,482 | Added |
| Mastercard Inc. (MA) | $68.1M | 0.25% | 132,660 | +12,486 | Added |
| CSX Corp. (CSX) | $67.5M | 0.25% | 1,419,480 | +132,416 | Added |
| Monster Beverage Corp. (MNST) | $67.3M | 0.25% | 700,211 | +69,989 | Added |
| Constellation Energy Corp. (CEG) | $66.5M | 0.24% | 267,573 | +27,305 | Added |
| Comcast Corp. (CMCSA) | $66.4M | 0.24% | 2,740,535 | +240,763 | Added |
| Datadog, Inc. (DDOG) | $65.5M | 0.24% | 251,695 | +33,470 | Added |
| Synopsys Inc. (SNPS) | $64.5M | 0.24% | 144,623 | +17,443 | Added |
| Adobe Inc. (ADBE) | $64.1M | 0.24% | 312,506 | +26,830 | Added |
| Enbridge Inc. (ENB) | $63.8M | 0.23% | 1,177,198 | +335,580 | Added |
| General Electric Co. (GE) | $63.7M | 0.23% | 170,531 | +18,234 | Added |
| Bank of America Corp. (BAC) | $61.4M | 0.23% | 1,077,175 | +108,039 | Added |
| UnitedHealth Group Inc. (UNH) | $61.1M | 0.23% | 146,956 | +14,494 | Added |
| DoorDash, Inc. (DASH) | $58.5M | 0.21% | 316,828 | +43,668 | Added |
| O'Reilly Automotive, Inc. (ORLY) | $57.9M | 0.21% | 628,351 | +44,660 | Added |
| American Electric Power Co. Inc. (AEP) | $57.7M | 0.21% | 421,913 | +53,441 | Added |
| Home Depot, Inc. (HD) | $57.0M | 0.21% | 161,689 | +16,869 | Added |
| Teradyne, Inc. (TER) | $56.8M | 0.21% | 117,326 | +95,081 | Added |
| Mondelez International, Inc. (MDLZ) | $56.3M | 0.21% | 974,207 | +87,650 | Added |
| Welltower Inc. (WELL) | $56.3M | 0.21% | 248,161 | +27,825 | Added |
| Procter & Gamble Co. (PG) | $55.5M | 0.20% | 378,596 | +35,902 | Added |
| Intuit Inc. (INTU) | $54.8M | 0.20% | 210,096 | +19,277 | Added |
| NXP Semiconductors N.V. (NXPI) | $54.7M | 0.20% | 194,762 | +24,675 | Added |
| Honeywell International Inc. (HON) | $54.3M | 0.20% | 242,499 | -196,060 | Trimmed |
| Kinder Morgan, Inc. (KMI) | $54.2M | 0.20% | 1,696,619 | +556,249 | Added |
| Honeywell Aerospace Inc. (HONA) | $53.6M | 0.20% | 242,343 | +242,343 | New position |
| ROSS Stores, Inc. (ROST) | $52.4M | 0.19% | 246,183 | +21,838 | Added |
| Merck & Co., Inc. (MRK) | $52.0M | 0.19% | 404,459 | +40,020 | Added |
| Coca-Cola Co. (KO) | $51.5M | 0.19% | 633,541 | +66,021 | Added |
| TC Energy Corporation (TRP) | $51.4M | 0.19% | 776,001 | +300,247 | Added |
| Monolithic Power Systems, Inc. (MPWR) | $51.3M | 0.19% | 37,133 | +4,391 | Added |
| MercadoLibre, Inc. (MELI) | $51.0M | 0.19% | 30,045 | +2,722 | Added |
| GE Vernova Inc. (GEV) | $50.7M | 0.19% | 43,159 | +3,771 | Added |
| Chevron Corp. (CVX) | $50.6M | 0.19% | 305,289 | +32,477 | Added |
| Warner Bros. Discovery, Inc. (WBD) | $50.5M | 0.19% | 1,893,473 | +211,256 | Added |
| Cintas Corp. (CTAS) | $50.1M | 0.18% | 294,774 | +22,235 | Added |
| Goldman Sachs Group Inc. (GS) | $48.9M | 0.18% | 48,387 | +4,690 | Added |