ADVANCED MICRO DEVICES INC COM 007903107 20104881 32864 SH SOLE 0 0 32864 ALPHABET INC CAP STK CL A 02079K305 365159373 1061263 SH SOLE 0 0 1061263 ALPHABET INC CAP STK CL C 02079K107 68134370 199960 SH SOLE 0 0 199960 AMAZON COM INC COM 023135106 215132056 863464 SH SOLE 0 0 863464 APPLE INC COM 037833100 565128415 1696980 SH SOLE 0 0 1696980 APPLOVIN CORP COM CL A 03831W108 2380945 8198 SH SOLE 0 0 8198 ARCHER AVIATION INC COM CL A 03945R102 2319986 466798 SH SOLE 0 0 466798 ARISTA NETWORKS INC COM SHS 040413205 6102407 29974 SH SOLE 0 0 29974 ARK ETF TR BLOC FIN INN ETF 00214Q708 10868421 238709 SH SOLE 0 0 238709 ASML HLDG NV N Y REGISTRY SHS N07059210 13688979 7556 SH SOLE 0 0 7556 AST SPACEMOBILE INC COM CL A 00217D100 5849036 99372 SH SOLE 0 0 99372 BAIDU INC SPON ADR REP A 056752108 1128094 12986 SH SOLE 0 0 12986 BANK OF AMER CORP COM 060505104 10815503 198705 SH SOLE 0 0 198705 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 984447 1977 SH SOLE 0 0 1977 BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL 091749101 27364883 498495 SH SOLE 0 0 498495 BLACKSTONE INC COM 09260D107 8269440 73775 SH SOLE 0 0 73775 BOEING CO COM 097023105 9274220 49848 SH SOLE 0 0 49848 BROADCOM INC COM 11135F101 100758167 286905 SH SOLE 0 0 286905 CEREBRAS SYSTEMS INC COM CL A 15675D103 6406237 36061 SH SOLE 0 0 36061 CLOUDFLARE INC CL A COM 18915M107 13490092 38845 SH SOLE 0 0 38845 COREWEAVE INC COM CL A 21873S108 539273 6190 SH SOLE 0 0 6190 CROWDSTRIKE HLDGS INC CL A 22788C105 18405420 69520 SH SOLE 0 0 69520 D-WAVE QUANTUM INC COM 26740W109 2657298 160368 SH SOLE 0 0 160368 ETF SER SOLUTIONS DEFIA QUANT ETF 26922A420 2284762 15069 SH SOLE 0 0 15069 GARMIN LTD SHS H2906T109 41267628 143870 SH SOLE 0 0 143870 GE VERNOVA INC COM 36828A101 3799109 3997 SH SOLE 0 0 3997 GOLDMAN SACHS GROUP INC COM 38141G104 33520403 37230 SH SOLE 0 0 37230 HARTFORD INSURANCE GROUP INC COM 416515104 2164548 17690 SH SOLE 0 0 17690 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1192634 13962 SH SOLE 0 0 13962 INVESCO QQQ TR UNIT SER 1 46090E103 111561733 150806 SH SOLE 0 0 150806 IONQ INC COM 46222L108 1271589 28992 SH SOLE 0 0 28992 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 6735725 142284 SH SOLE 0 0 142284 ISHARES TR CORE S&P500 ETF 464287200 1606753 2098 SH SOLE 0 0 2098 ISHARES TR EXPANDED TECH 464287515 952464 8945 SH SOLE 0 0 8945 ISHARES TR ISHARES SEMICDTR 464287523 46846269 82383 SH SOLE 0 0 82383 ISHARES TR RUS 2000 GRW ETF 464287648 7767572 21764 SH SOLE 0 0 21764 ISHARES TR US AER DEF ETF 464288760 6296822 30393 SH SOLE 0 0 30393 JOBY AVIATION INC COMMON STOCK G65163100 1013272 167483 SH SOLE 0 0 167483 JPMORGAN CHASE & CO COM 46625H100 32379961 97875 SH SOLE 0 0 97875 LAM RESEARCH CORP COM NEW 512807306 8453219 25732 SH SOLE 0 0 25732 MARRIOTT INTL INC NEW CL A 571903202 3860087 10853 SH SOLE 0 0 10853 MERCADOLIBRE INC COM 58733R102 8718705 5044 SH SOLE 0 0 5044 META PLATFORMS INC CL A 30303M102 205833641 283838 SH SOLE 0 0 283838 MICRON TECHNOLOGY INC COM 595112103 2177085 2044 SH SOLE 0 0 2044 MICROSOFT CORP COM 594918104 66571453 129794 SH SOLE 0 0 129794 NVIDIA CORPORATION COM 67066G104 745158195 3262800 SH SOLE 0 0 3262800 OKTA INC CL A 679295105 766806 3667 SH SOLE 0 0 3667 PALANTIR TECHNOLOGIES INC CL A 69608A108 24212313 129443 SH SOLE 0 0 129443 PALO ALTO NETWORKS INC COM 697435105 14284486 35953 SH SOLE 0 0 35953 PALOMAR HLDGS INC COM 69753M105 208730 1693 SH SOLE 0 0 1693 QUALCOMM INC COM 747525103 22249700 120896 SH SOLE 0 0 120896 QUANTUM COMPUTING INC COM 74766W108 837023 99056 SH SOLE 0 0 99056 RIGETTI COMPUTING INC COMMON STOCK 76655K103 1093001 69441 SH SOLE 0 0 69441 ROBINHOOD MKTS INC COM CL A 770700102 31016250 275700 SH SOLE 0 0 275700 ROUNDHILL ETF TRUST MEMORY ETF 77926X320 5583662 92506 SH SOLE 0 0 92506 RTX CORPORATION COM 75513E101 11138257 59996 SH SOLE 0 0 59996 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 10680000 200000 SH SOLE 0 0 200000 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 47778703 244080 SH SOLE 0 0 244080 SERVICENOW INC COM 81762P102 4974317 37119 SH SOLE 0 0 37119 SHOPIFY INC CL A SUB VTG SHS 82509L107 14457470 97488 SH SOLE 0 0 97488 SIMON PPTY GROUP INC NEW COM 828806109 4316340 21500 SH SOLE 0 0 21500 SITIME CORP COM 82982T106 838511 1286 SH SOLE 0 0 1286 SK HYNIX INC AMERICAN DEPOSIT *A* 78392B206 5934418 32226 SH SOLE 0 0 32226 SOFI TECHNOLOGIES INC COM 83406F102 4316901 274612 SH SOLE 0 0 274612 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 41008576 271832 SH SOLE 0 0 271832 SPDR SERIES TRUST ST STR SP SEMI 78464A862 3758184 7096 SH SOLE 0 0 7096 STATE STR CORP COM 857477103 8645348 49518 SH SOLE 0 0 49518 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 8197734 17970 SH SOLE 0 0 17970 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4431785 21358 SH SOLE 0 0 21358 TESLA INC COM 88160R101 2029868 5721 SH SOLE 0 0 5721 UBER TECHNOLOGIES INC COM 90353T100 2159367 31519 SH SOLE 0 0 31519 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 49419132 81148 SH SOLE 0 0 81148 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 116355614 310912 SH SOLE 0 0 310912 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 151699226 216447 SH SOLE 0 0 216447 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 61620941 390377 SH SOLE 0 0 390377 VANGUARD WORLD FD INF TECH ETF 92204A702 89535211 712463 SH SOLE 0 0 712463 VERTIV HOLDINGS CO COM CL A 92537N108 1531353 6346 SH SOLE 0 0 6346 VISA INC COM CL A 92826C839 16884917 46990 SH SOLE 0 0 46990 WELLS FARGO & CO COM 949746101 3000674 37485 SH SOLE 0 0 37485 WERIDE INC SPONSORED ADS 950915108 320862 60426 SH SOLE 0 0 60426 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 1566125 38565 SH SOLE 0 0 38565