| ALPHABET INC CAP STK CL A | Stock | $588 | 0.0%Prev: 0.1% | 1,878 SH | Increased+563 SH |
| ALPHABET INC CAP STK CL C | Stock | $37K | 0.0%Prev: 5.6% | 118,860 SH | Increased+48,680 SH |
| AMAZON COM INC COM | Stock | $32K | 0.0%Prev: 5.7% | 139,093 SH | Increased+40,835 SH |
| ARCH CAP GROUP LTD ORD | Stock | $9K | 0.0% | 94,130 SH | New |
| BOSTON SCIENTIFIC CORP COM | Stock | $13K | 0.0%Prev: 0.0% | 134,688 SH | Increased+133,319 SH |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | ETF | $220 | 0.0% | 2,152 SH | New |
| GOLDMAN SACHS GROUP INC COM | Stock | $29K | 0.0%Prev: 2.8% | 33,232 SH | Increased+19,794 SH |
| GUIDEWIRE SOFTWARE INC COM | Stock | $16K | 0.0% | 77,789 SH | New |
| IDEXX LABS INC COM | Stock | $21K | 0.0% | 30,690 SH | New |
| INTUITIVE SURGICAL INC COM NEW | Stock | $31K | 0.0%Prev: 2.0% | 54,650 SH | Increased+33,578 SH |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | ETF | $3K | 0.0%Prev: 1.2% | 59,169 SH | Decreased-26,989 SH |
| ISHARES ASIA 50 ETF | ETF | $120 | 0.0%Prev: 0.0% | 1,233 SH | Decreased |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $3K | 0.0%Prev: 0.6% | 24,145 SH | Increased+381 SH |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $3K | 0.0% | 11,858 SH | New |
| ISHARES RUSSELL MIDCAP ETF | ETF | $187 | 0.0%Prev: 0.0% | 1,943 SH | Decreased |
| ISHARES U.S. INDUSTRIALS ETF | ETF | $2K | 0.0%Prev: 0.6% | 16,295 SH | Increased+595 SH |
| KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | ETF | $2K | 0.0% | 43,752 SH | New |
| MASTERCARD INCORPORATED CL A | Stock | $39K | 0.0%Prev: 4.6% | 68,124 SH | Increased+32,907 SH |
| MERCADOLIBRE INC COM | Stock | $10K | 0.0% | 5,051 SH | New |
| MICROSOFT CORP COM | Stock | $28K | 0.0%Prev: 3.0% | 58,903 SH | Increased+33,813 SH |
| NETFLIX INC COM | Stock | $13K | 0.0% | 137,419 SH | New |
| NVIDIA CORPORATION COM | Stock | $20K | 0.0%Prev: 4.5% | 104,568 SH | Increased+19,814 SH |
| PALANTIR TECHNOLOGIES INC CL A | Stock | $9K | 0.0%Prev: 2.8% | 53,371 SH | Decreased-10,253 SH |
| PROLOGIS INC. COM | Stock | $14K | 0.0%Prev: 1.9% | 111,872 SH | Increased+51,014 SH |
| ROBINHOOD MKTS INC COM CL A | Stock | $4K | 0.0% | 36,641 SH | New |
| SALESFORCE INC COM | Stock | $61 | 0.0% | 229 SH | New |
| SAMSARA INC COM CL A | Stock | $18K | 0.0%Prev: 0.0% | 510,821 SH | Increased+509,145 SH |
| SERVICENOW INC COM | Stock | $19K | 0.0%Prev: 2.7% | 121,560 SH | Increased+34,963 SH |
| SPDR S&P 500 ETF TRUST | ETF | $3K | 0.0% | 4,513 SH | New |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | $28 | 0.0% | 305 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $14K | 0.0%Prev: 5.1% | 174,318 SH | Decreased-65,817 SH |
| TEMPUS AI INC CL A | Stock | $4K | 0.0% | 72,505 SH | New |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | $6K | 0.0%Prev: 2.2% | 19,789 SH | Decreased-8,450 SH |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | ETF | $4K | 0.0%Prev: 1.2% | 47,295 SH | Decreased-13,754 SH |
| TYLER TECHNOLOGIES INC COM | Stock | $18K | 0.0% | 40,091 SH | New |
| UBER TECHNOLOGIES INC COM | Stock | $13K | 0.0% | 158,656 SH | New |
| UNIVERSAL TECHNICAL INST INC COM | Stock | $8K | 0.0% | 307,809 SH | New |
| VANECK SOCIAL SENTIMENT ETF | ETF | $122 | 0.0% | 3,768 SH | New |
| VANGUARD CORE PLUS BOND ETF | ETF | $833 | 0.0%Prev: 0.2% | 10,666 SH | Decreased-1,880 SH |
| VANGUARD REAL ESTATE ETF | ETF | $2K | 0.0%Prev: 0.1% | 20,624 SH | Increased+17,869 SH |
| VANGUARD S&P 500 ETF | ETF | $484 | 0.0%Prev: 6.8% | 771 SH | Decreased-40,527 SH |
| VANGUARD S&P 500 GROWTH ETF | ETF | $408 | 0.0% | 918 SH | New |
| VISA INC COM CL A | Stock | $40K | 0.0%Prev: 4.9% | 112,666 SH | Increased+54,520 SH |