| 1 |
BROADCOM INC
COM
AVGO |
AVGO |
149,339 |
$56.4m6.58% |
6.58% |
Reduced
-10.3k |
-10,346
-6.5% |
| 2 |
NVIDIA CORPORATION
COM
NVDA |
NVDA |
217,244 |
$43.5m5.07% |
5.07% |
Reduced
-12.0k |
-11,987
-5.2% |
| 3 |
ALPHABET INC
CAP STK CL A
GOOGL |
GOOGL |
106,530 |
$38.1m4.44% |
4.44% |
Reduced
-7.7k |
-7,668
-6.7% |
| 4 |
AMAZON COM INC
COM
AMZN |
AMZN |
133,600 |
$31.8m3.72% |
3.72% |
Reduced
-9.8k |
-9,768
-6.8% |
| 5 |
TESLA INC
COM
TSLA |
TSLA |
72,401 |
$30.5m3.55% |
3.55% |
Reduced
-5.1k |
-5,135
-6.6% |
| 6 |
MERCADOLIBRE INC
COM
MELI |
MELI |
15,391 |
$26.1m3.05% |
3.05% |
Added
+77 |
+77
0.5% |
| 7 |
NETFLIX INC
COM
NFLX |
NFLX |
337,079 |
$24.1m2.81% |
2.81% |
Reduced
-9.2k |
-9,185
-2.6% |
| 8 |
ISHARES TR
NATIONAL MUN ETF
MUB |
MUB |
205,251 |
$22.1m2.58% |
2.58% |
Added
+3.5k |
+3,544
1.8% |
| 9 |
APPLE INC
COM
AAPL |
AAPL |
74,788 |
$21.6m2.53% |
2.53% |
Reduced
-5.0k |
-5,023
-6.3% |
| 10 |
INTUITIVE SURGICAL INC
COM NEW
ISRG |
ISRG |
49,395 |
$19.6m2.29% |
2.29% |
Added
+225 |
+225
0.5% |
| 11 |
CLOUDFLARE INC
CL A COM
NET |
NET |
78,701 |
$19.3m2.25% |
2.25% |
Added
+2.8k |
+2,794
3.7% |
| 12 |
MICRON TECHNOLOGY INC
COM
MU |
MU |
16,216 |
$18.7m2.18% |
2.18% |
Reduced
-9.6k |
-9,585
-37.1% |
| 13 |
COSTCO WHSL CORP NEW
COM
COST |
COST |
18,809 |
$17.6m2.05% |
2.05% |
Added
+143 |
+143
0.8% |
| 14 |
ARM HOLDINGS PLC
SPONSORED ADS
ARM |
ARM |
43,964 |
$15.6m1.82% |
1.82% |
Reduced
-1.8k |
-1,777
-3.9% |
| 15 |
ISHARES TR
SHRT NAT MUN ETF
SUB |
SUB |
140,107 |
$14.9m1.74% |
1.74% |
Reduced
-1.2k |
-1,201
-0.8% |
| 16 |
GRAIL INC
COM
GRAL |
GRAL |
217,262 |
$14.8m1.73% |
1.73% |
Reduced
-11.0k |
-10,994
-4.8% |
| 17 |
ISHARES TR
CALIF MUN BD ETF
CMF |
CMF |
252,501 |
$14.6m1.70% |
1.70% |
Reduced
-25.8k |
-25,791
-9.3% |
| 18 |
CROWDSTRIKE HLDGS INC
CL A
CRWD |
CRWD |
18,871 |
$14.4m1.68% |
1.68% |
Reduced
-3.8k |
-3,842
-16.9% |
| 19 |
ISHARES TR
CORE US AGGBD ET
AGG |
AGG |
127,150 |
$12.6m1.47% |
1.47% |
Reduced
-11.5k |
-11,518
-8.3% |
| 20 |
ADVANCED MICRO DEVICES INC
COM
AMD |
AMD |
21,661 |
$12.6m1.47% |
1.47% |
Reduced
-5.4k |
-5,378
-19.9% |
| 21 |
DATADOG INC
CL A COM
DDOG |
DDOG |
45,872 |
$11.9m1.39% |
1.39% |
Reduced
-10.3k |
-10,265
-18.3% |
| 22 |
ANALOG DEVICES INC
COM
ADI |
ADI |
28,177 |
$11.2m1.31% |
1.31% |
Reduced
-6.7k |
-6,671
-19.1% |
| 23 |
FORTINET INC
COM
FTNT |
FTNT |
68,957 |
$10.6m1.24% |
1.24% |
Reduced
-1.3k |
-1,284
-1.8% |
| 24 |
SPOTIFY TECHNOLOGY S A
SHS
SPOT |
SPOT |
23,039 |
$10.6m1.23% |
1.23% |
Reduced
-1.3k |
-1,273
-5.2% |
| 25 |
ROSS STORES INC
COM
ROST |
ROST |
47,264 |
$10.1m1.17% |
1.17% |
Reduced
-7.4k |
-7,364
-13.5% |
| 26 |
ON SEMICONDUCTOR CORP
COM
ON |
ON |
103,786 |
$9.8m1.15% |
1.15% |
Reduced
-30.9k |
-30,941
-23.0% |
| 27 |
CATERPILLAR INC
COM
CAT |
CAT |
9,205 |
$9.8m1.14% |
1.14% |
Reduced
-1.4k |
-1,442
-13.5% |
| 28 |
ISHARES TR
TIPS BD ETF
TIP |
TIP |
80,469 |
$8.8m1.03% |
1.03% |
Added
+3.5k |
+3,467
4.5% |
| 29 |
ILLUMINA INC
COM
ILMN |
ILMN |
48,067 |
$8.5m0.99% |
0.99% |
Reduced
-4.1k |
-4,107
-7.9% |
| 30 |
ASML HOLDING N V
N Y REGISTRY SHS
ASML |
ASML |
4,052 |
$8.1m0.94% |
0.94% |
Reduced
-290 |
-290
-6.7% |
| 31 |
BEIGENE LTD
SPONSORED ADR
ONC |
ONC |
28,237 |
$8.0m0.94% |
0.94% |
Reduced
-255 |
-255
-0.9% |
| 32 |
DEERE & CO
COM
DE |
DE |
12,654 |
$8.0m0.94% |
0.94% |
Reduced
-1.8k |
-1,786
-12.4% |
| 33 |
GUARDANT HEALTH INC
COM
GH |
GH |
52,547 |
$7.9m0.92% |
0.92% |
Reduced
-1.2k |
-1,177
-2.2% |
| 34 |
SNOWFLAKE INC
CL A
SNOW |
SNOW |
30,720 |
$7.8m0.91% |
0.91% |
Reduced
-156 |
-156
-0.5% |
| 35 |
METTLER TOLEDO INTERNATIONAL
COM
MTD |
MTD |
6,065 |
$7.7m0.90% |
0.90% |
Added
+11 |
+11
0.2% |
| 36 |
WALMART INC
COM
WMT |
WMT |
66,126 |
$7.5m0.87% |
0.87% |
Reduced
-428 |
-428
-0.6% |
| 37 |
ALPHABET INC
CAP STK CL C
GOOG |
GOOG |
21,072 |
$7.4m0.87% |
0.87% |
Reduced
-56 |
-56
-0.3% |
| 38 |
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B |
BRK.B |
14,504 |
$7.3m0.85% |
0.85% |
Added
+716 |
+716
5.2% |
| 39 |
UBER TECHNOLOGIES INC
COM
UBER |
UBER |
99,030 |
$7.1m0.83% |
0.83% |
Reduced
-5.8k |
-5,777
-5.5% |
| 40 |
VANGUARD BD INDEX FDS
SHORT TRM BOND
BSV |
BSV |
91,262 |
$7.1m0.83% |
0.83% |
Added
+4.0k |
+4,032
4.6% |
| 41 |
SYNOPSYS INC
COM
SNPS |
SNPS |
15,500 |
$6.9m0.81% |
0.81% |
Reduced
-3.1k |
-3,126
-16.8% |
| 42 |
MICROSOFT CORP
COM
MSFT |
MSFT |
17,878 |
$6.7m0.78% |
0.78% |
Added
+855 |
+855
5.0% |
| 43 |
TJX COS INC NEW
COM
TJX |
TJX |
43,974 |
$6.7m0.78% |
0.78% |
Reduced
-470 |
-470
-1.1% |
| 44 |
REGENERON PHARMACEUTICALS
COM
REGN |
REGN |
10,613 |
$6.6m0.77% |
0.77% |
Reduced
-604 |
-604
-5.4% |
| 45 |
VERTEX PHARMACEUTICALS INC
COM
VRTX |
VRTX |
13,274 |
$6.6m0.77% |
0.77% |
Added
+967 |
+967
7.9% |
| 46 |
VEEVA SYS INC
CL A COM
VEEV |
VEEV |
34,572 |
$6.1m0.72% |
0.72% |
Added
+1.6k |
+1,570
4.8% |
| 47 |
MONGODB INC
CL A
MDB |
MDB |
18,197 |
$6.1m0.71% |
0.71% |
Added
+2.5k |
+2,495
15.9% |
| 48 |
TEXAS INSTRS INC
COM
TXN |
TXN |
20,092 |
$6.0m0.70% |
0.70% |
Reduced
-2.1k |
-2,079
-9.4% |
| 49 |
CHUBB LIMITED
COM
CB |
CB |
17,060 |
$5.8m0.68% |
0.68% |
Reduced
-2.8k |
-2,811
-14.2% |
| 50 |
TRAVELERS COMPANIES INC
COM
TRV |
TRV |
17,519 |
$5.8m0.68% |
0.68% |
Added
+710 |
+710
4.2% |
| 51 |
REPLIGEN CORP
COM
RGEN |
RGEN |
41,841 |
$5.7m0.67% |
0.67% |
Reduced
-1.7k |
-1,705
-3.9% |
| 52 |
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM |
TSM |
11,599 |
$5.5m0.65% |
0.65% |
Reduced
-720 |
-720
-5.8% |
| 53 |
ELI LILLY & CO
COM
LLY |
LLY |
4,509 |
$5.4m0.63% |
0.63% |
Added
+303 |
+303
7.2% |
| 54 |
SHERWIN WILLIAMS CO
COM
SHW |
SHW |
15,476 |
$5.3m0.62% |
0.62% |
Added
+2.1k |
+2,113
15.8% |
| 55 |
ALNYLAM PHARMACEUTICALS INC
COM
ALNY |
ALNY |
17,697 |
$5.3m0.62% |
0.62% |
Added
+236 |
+236
1.4% |
| 56 |
CADENCE DESIGN SYSTEM INC
COM
CDNS |
CDNS |
14,122 |
$5.3m0.62% |
0.62% |
Added
+61 |
+61
0.4% |
| 57 |
ISHARES TR
0-5 YR TIPS ETF
STIP |
STIP |
51,614 |
$5.3m0.62% |
0.62% |
Added
+2.1k |
+2,120
4.3% |
| 58 |
RUBRIK INC.
CL A
RBRK |
RBRK |
64,781 |
$5.2m0.61% |
0.61% |
Added
+4.9k |
+4,934
8.2% |
| 59 |
ISHARES TR
0-3 MNTH TREASRY
SGOV |
SGOV |
51,157 |
$5.1m0.60% |
0.60% |
Added
+4.9k |
+4,902
10.6% |
| 60 |
DYNATRACE INC
COM NEW
DT |
DT |
115,946 |
$5.1m0.59% |
0.59% |
Added
+7.8k |
+7,753
7.2% |
| 61 |
CRISPR THERAPEUTICS AG
NAMEN AKT
CRSP |
CRSP |
92,894 |
$5.1m0.59% |
0.59% |
Added
+1.7k |
+1,671
1.8% |
| 62 |
AMGEN INC
COM
AMGN |
AMGN |
13,544 |
$4.9m0.57% |
0.57% |
Added
+232 |
+232
1.7% |
| 63 |
SYMBOTIC INC
CLASS A COM
SYM |
SYM |
107,659 |
$4.8m0.56% |
0.56% |
Reduced
-13.8k |
-13,841
-11.4% |
| 64 |
THERMO FISHER SCIENTIFIC INC
COM
TMO |
TMO |
9,640 |
$4.8m0.56% |
0.56% |
Added
+1.6k |
+1,579
19.6% |
| 65 |
MOODYS CORP
COM
MCO |
MCO |
10,405 |
$4.7m0.55% |
0.55% |
Added
+1.9k |
+1,873
21.9% |
| 66 |
SAMSARA INC
COM CL A
IOT |
IOT |
144,318 |
$4.7m0.55% |
0.55% |
Reduced
-585 |
-585
-0.4% |
| 67 |
ILLINOIS TOOL WKS INC
COM
ITW |
ITW |
17,121 |
$4.6m0.54% |
0.54% |
Added
+273 |
+273
1.6% |
| 68 |
BIONTECH SE
SPONSORED ADS
BNTX |
BNTX |
49,696 |
$4.6m0.54% |
0.54% |
Added
+2.0k |
+1,990
4.2% |
| 69 |
LOWES COS INC
COM
LOW |
LOW |
19,057 |
$4.2m0.49% |
0.49% |
Added
+2.9k |
+2,925
18.1% |
| 70 |
VERTIV HOLDINGS CO
COM CL A
VRT |
VRT |
12,075 |
$4.0m0.47% |
0.47% |
Added
+623 |
+623
5.4% |
| 71 |
UNION PAC CORP
COM
UNP |
UNP |
14,809 |
$4.0m0.47% |
0.47% |
Added
+340 |
+340
2.4% |
| 72 |
ROCKWELL AUTOMATION INC
COM
ROK |
ROK |
7,657 |
$3.8m0.44% |
0.44% |
Added
+269 |
+269
3.6% |
| 73 |
ISHARES TR
GLOBAL TECH ETF
IXN |
IXN |
21,849 |
$3.2m0.37% |
0.37% |
Reduced
-5.4k |
-5,388
-19.8% |
| 74 |
GENEDX HOLDINGS CORP
COM CL A
WGS |
WGS |
42,500 |
$2.9m0.34% |
0.34% |
Added
+2.0k |
+2,043
5.0% |
| 75 |
GE VERNOVA INC
COM
GEV |
GEV |
2,414 |
$2.8m0.33% |
0.33% |
Added
+269 |
+269
12.5% |
| 76 |
ZSCALER INC
COM
ZS |
ZS |
16,806 |
$2.4m0.28% |
0.28% |
Added
+6.7k |
+6,666
65.7% |
| 77 |
APTIV PLC
COM SHS
APTV |
APTV |
37,921 |
$2.3m0.27% |
0.27% |
Added
+1.0k |
+1,008
2.7% |
| 78 |
ISHARES TR
GLOB INDSTRL ETF
EXI |
EXI |
9,346 |
$1.9m0.22% |
0.22% |
Reduced
-2.0k |
-2,004
-17.7% |
| 79 |
FIRST SOLAR INC
COM
FSLR |
FSLR |
7,784 |
$1.8m0.21% |
0.21% |
Reduced
-20 |
-20
-0.3% |
| 80 |
SOFI TECHNOLOGIES INC
COM
SOFI |
SOFI |
92,554 |
$1.7m0.19% |
0.19% |
Unchanged |
|
| 81 |
VANGUARD INDEX FDS
REAL ESTATE ETF
VNQ |
VNQ |
17,190 |
$1.7m0.19% |
0.19% |
Added
+41 |
+41
0.2% |
| 82 |
ISHARES TR
BLACKROCK ULTRA
ICSH |
ICSH |
29,195 |
$1.5m0.17% |
0.17% |
Added
+1.9k |
+1,870
6.8% |
| 83 |
ISHARES TR
GLB CNS DISC ETF
RXI |
RXI |
7,292 |
$1.4m0.16% |
0.16% |
Reduced
-1.1k |
-1,133
-13.4% |
| 84 |
HONEYWELL INTL INC
COM
HON |
HON |
5,537 |
$1.2m0.14% |
0.14% |
New |
|
| 85 |
HONEYWELL AEROSPACE INC
COM
HONA |
HONA |
5,530 |
$1.2m0.14% |
0.14% |
New |
|
| 86 |
EXXON MOBIL CORP
COM
XOM |
XOM |
8,404 |
$1.1m0.13% |
0.13% |
Unchanged |
|
| 87 |
APPLIED MATLS INC
COM
AMAT |
AMAT |
1,278 |
$924.0k0.11% |
0.11% |
Unchanged |
|
| 88 |
ISHARES TR
GBL COMM SVC ETF
IXP |
IXP |
8,092 |
$913.2k0.11% |
0.11% |
Reduced
-2.0k |
-1,990
-19.7% |
| 89 |
ISHARES TR
CORE S&P MCP ETF
IJH |
IJH |
11,395 |
$878.7k0.10% |
0.10% |
Unchanged |
|
| 90 |
SPDR SER TR
PORTFOLIO SH TSR
SPTS |
SPTS |
30,041 |
$871.5k0.10% |
0.10% |
Added
+4.0k |
+4,014
15.4% |
| 91 |
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
VNQI |
VNQI |
19,294 |
$865.4k0.10% |
0.10% |
Added
+451 |
+451
2.4% |
| 92 |
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
VEU |
VEU |
9,271 |
$776.4k0.09% |
0.09% |
Reduced
-1.5k |
-1,540
-14.2% |
| 93 |
BARCLAYS BANK PLC
DJUBS CMDT ETN36
DJP |
DJP |
17,671 |
$772.4k0.09% |
0.09% |
Reduced
-403 |
-403
-2.2% |
| 94 |
SELECT SECTOR SPDR TR
FINANCIAL
XLF |
XLF |
14,250 |
$763.9k0.09% |
0.09% |
Reduced
-296 |
-296
-2.0% |
| 95 |
ISHARES TR
CORE S&P500 ETF
IVV |
IVV |
943 |
$706.1k0.08% |
0.08% |
Reduced
-202 |
-202
-17.6% |
| 96 |
ISHARES TR
TRS FLT RT BD
TFLO |
TFLO |
13,783 |
$697.8k0.08% |
0.08% |
Added
+97 |
+97
0.7% |
| 97 |
VANGUARD MUN BD FDS
TAX EXEMPT BD
VTEB |
VTEB |
13,616 |
$688.7k0.08% |
0.08% |
New |
|
| 98 |
VANGUARD INDEX FDS
LARGE CAP ETF
VV |
VV |
1,936 |
$665.7k0.08% |
0.08% |
Reduced
-498 |
-498
-20.5% |
| 99 |
ISHARES TR
S&P MC 400GR ETF
IJK |
IJK |
5,590 |
$656.8k0.08% |
0.08% |
Reduced
-7.6k |
-7,606
-57.6% |
| 100 |
SELECT SECTOR SPDR TR
SBI HEALTHCARE
XLV |
XLV |
3,529 |
$559.9k0.07% |
0.07% |
Unchanged |
|