| ADVANCED MICRO DEVICES INC | COM | $12.6M | 1.5%Prev: 0.5% | 21,661 SH | Increased-6,681 SH |
| ALNYLAM PHARMACEUTICALS INC | COM | $5.3M | 0.6% | 17,697 SH | New |
| ALPHABET INC | CAP STK CL A | $38.1M | 4.4%Prev: 2.6% | 106,530 SH | Increased-12,210 SH |
| ALPHABET INC | CAP STK CL C | $7.4M | 0.9%Prev: 0.5% | 21,072 SH | Increased-1,311 SH |
| AMAZON COM INC | COM | $31.8M | 3.7%Prev: 3.9% | 133,600 SH | Increased-11,002 SH |
| AMGEN INC | COM | $4.9M | 0.6%Prev: 0.4% | 13,544 SH | Increased+1,323 SH |
| ANALOG DEVICES INC | COM | $11.2M | 1.3%Prev: 1.1% | 28,177 SH | Increased-10,106 SH |
| APPLE INC | COM | $21.6M | 2.5%Prev: 2.7% | 74,788 SH | Decreased-33,373 SH |
| APPLIED MATLS INC | COM | $924K | 0.1%Prev: 0.0% | 1,278 SH | Increased |
| APTIV PLC | COM SHS | $2.3M | 0.3%Prev: 0.3% | 37,921 SH | Decreased+2,283 SH |
| ARM HOLDINGS PLC | SPONSORED ADS | $15.6M | 1.8%Prev: 0.5% | 43,964 SH | Increased+19,568 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $8.1M | 0.9% | 4,052 SH | New |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $772K | 0.1%Prev: 0.1% | 17,671 SH | Increased+290 SH |
| BEONE MEDICINES LTD | SPONSORED ADS | $8.0M | 0.9%Prev: 0.5% | 28,237 SH | Increased+10,154 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.3M | 0.8%Prev: 0.7% | 14,504 SH | Increased+2,516 SH |
| BIONTECH SE | SPONSORED ADS | $4.6M | 0.5%Prev: 0.6% | 49,696 SH | Decreased+4,350 SH |
| BROADCOM INC | COM | $56.4M | 6.6%Prev: 6.8% | 149,339 SH | Increased-51,068 SH |
| CADENCE DESIGN SYSTEM INC | COM | $5.3M | 0.6%Prev: 0.4% | 14,122 SH | Increased+3,624 SH |
| CATERPILLAR INC | COM | $9.8M | 1.1%Prev: 0.5% | 9,205 SH | Increased-1,617 SH |
| CHEVRON CORPORATION | COM | $332K | 0.0% | 2,000 SH | New |
| CHUBB LIMITED | COM | $5.8M | 0.7%Prev: 0.8% | 17,060 SH | Decreased-4,382 SH |
| CLOUDFLARE INC | CL A COM | $19.3M | 2.3%Prev: 1.3% | 78,701 SH | Increased+24,735 SH |
| COSTCO WHOLESALE CORPORATION | COM | $17.6M | 2.1% | 18,809 SH | New |
| CRISPR THERAPEUTICS AG | NAMEN AKT | $5.1M | 0.6%Prev: 0.4% | 92,894 SH | Increased+17,498 SH |
| CROWDSTRIKE HLDGS INC | CL A | $14.4M | 1.7%Prev: 1.5% | 18,871 SH | Increased-5,744 SH |
| DATADOG INC | CL A COM | $11.9M | 1.4%Prev: 1.0% | 45,872 SH | Increased-17,676 SH |
| DEERE & CO | COM | $8.0M | 0.9%Prev: 0.9% | 12,654 SH | Increased-2,085 SH |
| DYNATRACE INC | COM NEW | $5.1M | 0.6%Prev: 0.6% | 115,946 SH | Increased+33,206 SH |
| ELI LILLY & CO | COM | $5.4M | 0.6%Prev: 0.3% | 4,509 SH | Increased+1,031 SH |
| EXXON MOBIL CORP | COM | $1.1M | 0.1%Prev: 0.1% | 8,404 SH | Increased-426 SH |
| FIRST SOLAR INC | COM | $1.8M | 0.2%Prev: 1.0% | 7,784 SH | Decreased-41,194 SH |
| FORTINET INC | COM | $10.6M | 1.2%Prev: 0.9% | 68,957 SH | Increased-930 SH |
| GE VERNOVA INC | COM | $2.8M | 0.3%Prev: 0.1% | 2,414 SH | Increased+1,444 SH |
| GENEDX HOLDINGS CORP | COM CL A | $2.9M | 0.3%Prev: 0.4% | 42,500 SH | Decreased+3,350 SH |
| GRAIL INC | COM | $14.8M | 1.7%Prev: 0.9% | 217,262 SH | Increased+74,422 SH |
| GUARDANT HEALTH INC | COM | $7.9M | 0.9% | 52,547 SH | New |
| HONEYWELL AEROSPACE INC | COM | $1.2M | 0.1% | 5,530 SH | New |
| HONEYWELL INTL INC | COM | $1.2M | 0.1%Prev: 0.4% | 5,537 SH | Decreased-8,035 SH |
| ILLINOIS TOOL WKS INC | COM | $4.6M | 0.5%Prev: 0.4% | 17,121 SH | Increased+3,566 SH |
| ILLUMINA INC | COM | $8.5M | 1.0%Prev: 0.6% | 48,067 SH | Increased-7,131 SH |
| IMMUNITYBIO INC | COM | $88K | 0.0% | 10,000 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $19.6M | 2.3%Prev: 3.3% | 49,395 SH | Decreased+386 SH |
| ISHARES TR | 0-3 MTH TREASURY | $5.1M | 0.6% | 51,157 SH | New |
| ISHARES TR | 0-5 YR TIPS ETF | $5.3M | 0.6%Prev: 0.4% | 51,614 SH | Increased+18,484 SH |
| ISHARES TR | CALIF MUN BD ETF | $14.6M | 1.7%Prev: 1.8% | 252,501 SH | Decreased-13,436 SH |
| ISHARES TR | CORE S&P MCP ETF | $879K | 0.1%Prev: 0.1% | 11,395 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $706K | 0.1%Prev: 0.1% | 943 SH | Decreased-416 SH |
| ISHARES TR | CORE US AGGBD ET | $12.6M | 1.5%Prev: 1.1% | 127,150 SH | Increased+32,764 SH |
| ISHARES TR | GBL COMM SVC ETF | $913K | 0.1%Prev: 0.3% | 8,092 SH | Decreased-12,630 SH |
| ISHARES TR | GLB CNS DISC ETF | $1.4M | 0.2%Prev: 0.3% | 7,292 SH | Decreased-4,923 SH |
| ISHARES TR | GLB CNSM STP ETF | $206K | 0.0%Prev: 0.0% | 3,056 SH | Decreased-1,712 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $204K | 0.0%Prev: 0.1% | 2,076 SH | Decreased-5,833 SH |
| ISHARES TR | GLOB INDSTRL ETF | $1.9M | 0.2%Prev: 0.3% | 9,346 SH | Decreased-3,897 SH |
| ISHARES TR | GLOBAL TECH ETF | $3.2M | 0.4%Prev: 0.4% | 21,849 SH | Decreased-17,536 SH |
| ISHARES TR | NATIONAL MUN ETF | $22.1M | 2.6%Prev: 2.1% | 205,251 SH | Increased+39,279 SH |
| ISHARES TR | S&P MC 400GR ETF | $657K | 0.1%Prev: 0.2% | 5,590 SH | Decreased-11,774 SH |
| ISHARES TR | SHRT NAT MUN ETF | $14.9M | 1.7%Prev: 1.6% | 140,107 SH | Increased+14,225 SH |
| ISHARES TR | TIPS BD ETF | $8.8M | 1.0%Prev: 0.7% | 80,469 SH | Increased+28,639 SH |
| ISHARES TR | TRS FLT RT BD | $698K | 0.1%Prev: 0.2% | 13,783 SH | Decreased-19,478 SH |
| ISHARES TR | ULTRA SHORT DUR | $1.5M | 0.2%Prev: 0.4% | 29,195 SH | Decreased-37,306 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $344K | 0.0%Prev: 0.2% | 6,803 SH | Decreased-27,730 SH |
| LOWES COS INC | COM | $4.2M | 0.5%Prev: 0.4% | 19,057 SH | Increased+5,961 SH |
| MERCADOLIBRE INC | COM | $26.1M | 3.0%Prev: 4.8% | 15,391 SH | Decreased+483 SH |
| METTLER TOLEDO INTERNATIONAL | COM | $7.7M | 0.9%Prev: 0.6% | 6,065 SH | Increased+1,596 SH |
| MICRON TECHNOLOGY INC | COM | $18.7M | 2.2%Prev: 0.7% | 16,216 SH | Increased-28,036 SH |
| MICROSOFT CORP | COM | $6.7M | 0.8%Prev: 1.1% | 17,878 SH | Decreased+406 SH |
| MONGODB INC | CL A | $6.1M | 0.7%Prev: 0.5% | 18,197 SH | Increased+169 SH |
| MOODYS CORP | COM | $4.7M | 0.6%Prev: 0.4% | 10,405 SH | Increased+3,149 SH |
| NETFLIX INC. | COM | $24.1M | 2.8% | 337,079 SH | New |
| NVIDIA CORPORATION | COM | $43.5M | 5.1%Prev: 5.7% | 217,244 SH | Decreased-76,140 SH |
| ON SEMICONDUCTOR CORP | COM | $9.8M | 1.1%Prev: 0.8% | 103,786 SH | Increased-16,567 SH |
| REGENERON PHARMACEUTICALS | COM | $6.6M | 0.8%Prev: 0.8% | 10,613 SH | Increased-1,796 SH |
| REPLIGEN CORP | COM | $5.7M | 0.7%Prev: 0.5% | 41,841 SH | Increased+6,276 SH |
| ROCKWELL AUTOMATION INC | COM | $3.8M | 0.4% | 7,657 SH | New |
| ROSS STORES INC | COM | $10.1M | 1.2%Prev: 1.0% | 47,264 SH | Increased-15,736 SH |
| RUBRIK INC. | CL A | $5.2M | 0.6% | 64,781 SH | New |
| SAMSARA INC | COM CL A | $4.7M | 0.5%Prev: 0.6% | 144,318 SH | Decreased+18,504 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $504K | 0.1%Prev: 0.1% | 17,125 SH | Decreased-8,526 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $560K | 0.1% | 3,529 SH | New |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $764K | 0.1% | 14,250 SH | New |
| SHERWIN WILLIAMS CO | COM | $5.3M | 0.6%Prev: 0.5% | 15,476 SH | Increased+3,269 SH |
| SNOWFLAKE INC | COM SHS | $7.8M | 0.9% | 30,720 SH | New |
| SOFI TECHNOLOGIES INC | COM | $1.7M | 0.2%Prev: 0.2% | 92,554 SH | Decreased |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $871K | 0.1% | 30,041 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $10.6M | 1.2%Prev: 2.3% | 23,039 SH | Decreased-1,479 SH |
| SYMBOTIC INC | CLASS A COM | $4.8M | 0.6% | 107,659 SH | New |
| SYNOPSYS INC | COM | $6.9M | 0.8%Prev: 1.0% | 15,500 SH | Decreased-722 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $5.5M | 0.6% | 11,599 SH | New |
| TESLA INC | COM | $30.5M | 3.6%Prev: 3.4% | 72,401 SH | Increased-16,169 SH |
| TEXAS INSTRS INC | COM | $6.0M | 0.7%Prev: 0.4% | 20,092 SH | Increased+2,935 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $4.8M | 0.6%Prev: 0.4% | 9,640 SH | Increased+2,198 SH |
| TJX COS INC NEW | COM | $6.7M | 0.8%Prev: 0.6% | 43,974 SH | Increased+5,667 SH |
| TRAVELERS COMPANIES INC | COM | $5.8M | 0.7%Prev: 0.5% | 17,519 SH | Increased+2,140 SH |
| UBER TECHNOLOGIES INC | COM | $7.1M | 0.8% | 99,030 SH | New |
| UNION PAC CORP | COM | $4.0M | 0.5%Prev: 0.3% | 14,809 SH | Increased+2,561 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $7.1M | 0.8%Prev: 0.6% | 91,262 SH | Increased+33,252 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $507K | 0.1% | 5,041 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $666K | 0.1%Prev: 0.1% | 1,936 SH | Decreased-1,368 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $372K | 0.0%Prev: 0.1% | 4,616 SH | Decreased+2,720 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.7M | 0.2%Prev: 0.2% | 17,190 SH | Increased+1,202 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $776K | 0.1%Prev: 0.1% | 9,271 SH | Decreased-6,043 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $865K | 0.1%Prev: 0.1% | 19,294 SH | Increased+3,240 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $689K | 0.1% | 13,616 SH | New |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $453K | 0.1% | 4,472 SH | New |
| VEEVA SYS INC | CL A COM | $6.1M | 0.7%Prev: 0.9% | 34,572 SH | Decreased+10,108 SH |
| VERSIGENT PLC | ORDINARY SHARES | $462K | 0.1% | 10,991 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $6.6M | 0.8%Prev: 0.6% | 13,274 SH | Increased+1,460 SH |
| VERTIV HOLDINGS CO | COM CL A | $4.0M | 0.5% | 12,075 SH | New |
| VISA INC | COM CL A | $226K | 0.0%Prev: 0.0% | 660 SH | Decreased |
| WALMART INC | COM | $7.5M | 0.9%Prev: 0.8% | 66,126 SH | Increased+3,434 SH |
| ZSCALER INC | COM | $2.4M | 0.3% | 16,806 SH | New |