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COM 64110L106 6980057 100317 SH SOLE 0 0 0 100317 NUCOR CORP COM 670346105 2306583 9868 SH SOLE 0 0 0 9868 NUTANIX INC CL A 67059N108 794154 11279 SH SOLE 0 0 0 11279 NVIDIA CORPORATION COM 67066G104 31392245 137456 SH SOLE 0 0 0 137456 ORACLE CORP COM 68389X105 222563 1621 SH SOLE 0 0 0 1621 PALANTIR TECHNOLOGIES INC CL A 69608A108 554603 2965 SH SOLE 0 0 0 2965 PIMCO ETF TR MULTISECTOR BD 72201R585 700775 27600 SH SOLE 0 0 0 27600 PROCTER & GAMBLE CO COM 742718109 4699926 32351 SH SOLE 0 0 0 32351 SANDISK CORP COM 80004C200 1466727 843 SH SOLE 0 0 0 843 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 6187844 31611 SH SOLE 0 0 0 31611 SHERWIN WILLIAMS CO COM 824348106 615685 1905 SH SOLE 0 0 0 1905 SNAP ON INC COM 833034101 353540 973 SH SOLE 0 0 0 973 SPDR GOLD TR GOLD SHS 78463V107 1058735 2780 SH SOLE 0 0 0 2780 SPDR SERIES TRUST ST BLOO HIGH ETF 78468R622 12991095 140066 SH SOLE 0 0 0 140066 SPDR SERIES TRUST ST STR SP BIOT 78464A870 1295010 8213 SH SOLE 0 0 0 8213 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1558284 2043 SH SOLE 0 0 0 2043 T-MOBILE US INC COM 872590104 7678224 47083 SH SOLE 0 0 0 47083 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 310665 681 SH SOLE 0 0 0 681 TESLA INC COM 88160R101 6393794 18020 SH SOLE 0 0 0 18020 THERMO FISHER SCIENTIFIC INC COM 883556102 265059 393 SH SOLE 0 0 0 393 ULTA BEAUTY INC COM 90384S303 237038 434 SH SOLE 0 0 0 434 UNION PAC CORP COM 907818108 382144 1404 SH SOLE 0 0 0 1404 UNITED PARCEL SVCS INC CL B 911312106 760632 8140 SH SOLE 0 0 0 8140 UNITEDHEALTH GROUP INC COM 91324P102 12493563 34035 SH SOLE 0 0 0 34035 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1496422 2135 SH SOLE 0 0 0 2135 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 10123965 43707 SH SOLE 0 0 0 43707 VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 922040845 11976405 158167 SH SOLE 0 0 0 158167 VISA INC COM CL A 92826C839 1426476 3970 SH SOLE 0 0 0 3970