The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AT&T Inc. COMMON STOCKS 00206R102 232,792,000 11,246 SH SOLE 11,246 0 0
Abbott Laboratories COMMON STOCKS 002824100 184,202,000 2,030 SH SOLE 2,030 0 0
Adobe Inc. COMMON STOCKS 00724F101 291,948,000 1,424 SH SOLE 1,424 0 0
Advanced Micro Devices Inc. COMMON STOCKS 007903107 3,987,366,000 6,864 SH SOLE 6,864 0 0
AeroVironment Inc. COMMON STOCKS 008073108 66,028,000 400 SH SOLE 400 0 0
Alibaba Group Holding Ltd. DEPOSITARY RECEIPTS 01609W102 535,760,000 5,582 SH SOLE 5,582 0 0
Alphabet Inc. COMMON STOCKS 02079K107 2,468,010,000 6,985 SH SOLE 6,985 0 0
Oklo Inc. COMMON STOCKS 02156V109 104,660,000 2,000 SH SOLE 2,000 0 0
Altria Group Inc. COMMON STOCKS 02209S103 1,279,271,000 17,780 SH SOLE 17,780 0 0
Amazon.com Inc. COMMON STOCKS 023135106 2,350,747,000 9,863 SH SOLE 9,863 0 0
American Express Company COMMON STOCKS 025816109 1,264,379,000 3,738 SH SOLE 3,738 0 0
Apple Inc. COMMON STOCKS 037833100 1,737,028,000 6,003 SH SOLE 6,003 0 0
Applied Materials Inc. COMMON STOCKS 038222105 2,414,820,000 3,340 SH SOLE 3,340 0 0
Arista Networks Inc. COMMON STOCKS 040413205 1,573,429,000 9,262 SH SOLE 9,262 0 0
Bank of America Corporation COMMON STOCKS 060505104 193,504,000 3,396 SH SOLE 3,396 0 0
Berkshire Hathaway Inc. COMMON STOCKS 084670702 1,243,469,000 2,485 SH SOLE 2,485 0 0
Boeing Company (The) COMMON STOCKS 097023105 303,058,000 1,400 SH SOLE 1,400 0 0
Broadcom Inc. COMMON STOCKS 11135F101 1,586,550,000 4,200 SH SOLE 4,200 0 0
CME Group Inc. COMMON STOCKS 12572Q105 818,617,000 3,707 SH SOLE 3,707 0 0
Cadence Design Systems Inc. COMMON STOCKS 127387108 1,132,340,000 3,017 SH SOLE 3,017 0 0
Caterpillar Inc. COMMON STOCKS 149123101 1,453,589,000 1,365 SH SOLE 1,365 0 0
Chevron Corporation COMMON STOCKS 166764100 1,321,770,000 7,974 SH SOLE 7,974 0 0
Citigroup Inc. COMMON STOCKS 172967424 421,280,000 3,010 SH SOLE 3,010 0 0
Coca-Cola Company (The) COMMON STOCKS 191216100 135,721,000 1,670 SH SOLE 1,670 0 0
Constellation Energy Corporation COMMON STOCKS 21037T109 1,166,594,000 4,697 SH SOLE 4,697 0 0
CoreWeave Inc. COMMON STOCKS 21873S108 99,540,000 1,000 SH SOLE 1,000 0 0
Corning Inc. COMMON STOCKS 219350105 2,425,819,000 9,497 SH SOLE 9,497 0 0
Costco Wholesale Corporation COMMON STOCKS 22160K105 1,171,208,000 1,252 SH SOLE 1,252 0 0
Crowdstrike Holdings Inc. COMMON STOCKS 22788C105 2,315,367,000 3,034 SH SOLE 3,034 0 0
Dell Technologies Inc. COMMON STOCKS 24703L202 1,283,594,000 2,975 SH SOLE 2,975 0 0
Delta Air Lines Inc. COMMON STOCKS 247361702 269,273,000 2,875 SH SOLE 2,875 0 0
Docusign Inc. COMMON STOCKS 256163106 111,050,000 2,500 SH SOLE 2,500 0 0
Domino's Pizza Inc. COMMON STOCKS 25754A201 174,664,000 590 SH SOLE 590 0 0
Duke Energy Corporation COMMON STOCKS 26441C204 1,198,333,000 9,467 SH SOLE 9,467 0 0
Duolingo Inc. COMMON STOCKS 26603R106 115,020,000 1,000 SH SOLE 1,000 0 0
D-Wave Quantum Inc. COMMON STOCKS 26740W109 47,980,000 2,000 SH SOLE 2,000 0 0
Enphase Energy Inc. COMMON STOCKS 29355A107 49,240,000 1,000 SH SOLE 1,000 0 0
Exxon Mobil Corporation COMMON STOCKS 30231G102 1,189,874,000 8,703 SH SOLE 8,703 0 0
Meta Platforms Inc. COMMON STOCKS 30303M102 2,405,248,000 4,270 SH SOLE 4,270 0 0
General Electric Company COMMON STOCKS 369604301 1,482,587,000 3,967 SH SOLE 3,967 0 0
General Motors Company COMMON STOCKS 37045V100 209,349,000 2,716 SH SOLE 2,716 0 0
Gilead Sciences Inc. COMMON STOCKS 375558103 1,000,613,000 7,920 SH SOLE 7,920 0 0
Global X Defense Tech ETF USD Class EXCHANGE-TRADED FUNDS 37960A529 237,228,000 3,973 SH SOLE 3,973 0 0
Goldman Sachs Group Inc. (The) COMMON STOCKS 38141G104 1,364,338,000 1,349 SH SOLE 1,349 0 0
Home Depot Inc. (The) COMMON STOCKS 437076102 1,180,067,000 3,346 SH SOLE 3,346 0 0
International Business Machines Corporation COMMON STOCKS 459200101 1,658,295,000 5,897 SH SOLE 5,897 0 0
IonQ Inc. COMMON STOCKS 46222L108 53,260,000 1,000 SH SOLE 1,000 0 0
iShares China Large-Cap ETF USD Class EXCHANGE-TRADED FUNDS 464287184 338,013,000 10,700 SH SOLE 10,700 0 0
iShares Expanded Tech-Software Sector ETF USD Class EXCHANGE-TRADED FUNDS 464287515 724,800,000 8,000 SH SOLE 8,000 0 0
iShares U.S. Aerospace & Defense ETF USD Class EXCHANGE-TRADED FUNDS 464288760 266,662,000 1,100 SH SOLE 1,100 0 0
JPMorgan Chase & Company COMMON STOCKS 46625H100 1,311,284,000 4,006 SH SOLE 4,006 0 0
JD.com Inc. DEPOSITARY RECEIPTS 47215P106 89,180,000 3,500 SH SOLE 3,500 0 0
Johnson & Johnson COMMON STOCKS 478160104 1,248,770,000 4,917 SH SOLE 4,917 0 0
KLA Corporation COMMON STOCKS 482480100 2,442,946,000 8,097 SH SOLE 8,097 0 0
Kraft Heinz Company (The) COMMON STOCKS 500754106 188,771,000 7,992 SH SOLE 7,992 0 0
Eli Lilly & Company COMMON STOCKS 532457108 1,459,706,000 1,217 SH SOLE 1,217 0 0
Lockheed Martin Corporation COMMON STOCKS 539830109 254,730,000 500 SH SOLE 500 0 0
Lululemon Athletica Inc. COMMON STOCKS 550021109 251,767,000 2,205 SH SOLE 2,205 0 0
McDonald's Corporation COMMON STOCKS 580135101 1,239,371,000 4,585 SH SOLE 4,585 0 0
Merck & Company Inc. COMMON STOCKS 58933Y105 516,313,000 4,018 SH SOLE 4,018 0 0
Microsoft Corporation COMMON STOCKS 594918104 2,611,140,000 7,000 SH SOLE 7,000 0 0
Micron Technology Inc. COMMON STOCKS 595112103 4,751,058,000 4,116 SH SOLE 4,116 0 0
Netflix Inc. COMMON STOCKS 64110L106 1,159,750,000 16,243 SH SOLE 16,243 0 0
Newmont Corporation COMMON STOCKS 651639106 977,898,000 10,470 SH SOLE 10,470 0 0
NIKE Inc. COMMON STOCKS 654106103 101,517,000 2,473 SH SOLE 2,473 0 0
Nokia OYJ DEPOSITARY RECEIPTS 654902204 66,400,000 5,000 SH SOLE 5,000 0 0
Northrop Grumman Corporation COMMON STOCKS 666807102 254,655,000 500 SH SOLE 500 0 0
Gen Digital Inc. COMMON STOCKS 668771108 230,780,000 9,272 SH SOLE 9,272 0 0
Novo Nordisk A/S DEPOSITARY RECEIPTS 670100205 606,057,000 12,642 SH SOLE 12,642 0 0
NVIDIA Corporation COMMON STOCKS 67066G104 2,426,692,000 12,128 SH SOLE 12,128 0 0
Occidental Petroleum Corporation COMMON STOCKS 674599105 228,182,000 4,698 SH SOLE 4,698 0 0
Oracle Corporation COMMON STOCKS 68389X105 1,698,661,000 11,591 SH SOLE 11,591 0 0
Palantir Technologies Inc. COMMON STOCKS 69608A108 1,214,185,000 10,407 SH SOLE 10,407 0 0
Palo Alto Networks Inc. COMMON STOCKS 697435105 2,745,552,000 8,051 SH SOLE 8,051 0 0
Pfizer Inc. COMMON STOCKS 717081103 470,788,000 19,551 SH SOLE 19,551 0 0
Progressive Corporation (The) COMMON STOCKS 743315103 1,332,763,000 6,101 SH SOLE 6,101 0 0
QUALCOMM Inc. COMMON STOCKS 747525103 277,185,000 1,500 SH SOLE 1,500 0 0
US Treasury 3 Month Bill Etf EXCHANGE-TRADED FUNDS 74933W452 997,200,000 20,000 SH SOLE 20,000 0 0
Regeneron Pharmaceuticals Inc. COMMON STOCKS 75886F107 975,217,000 1,564 SH SOLE 1,564 0 0
Rigetti Computing Inc. COMMON STOCKS 76655K103 38,640,000 2,000 SH SOLE 2,000 0 0
State Street SPDR S&P 500 ETF Trust USD Class EXCHANGE-TRADED FUNDS 78462F103 28,377,000 38 SH SOLE 38 0 0
SPDR S&P Aerospace & Defense ETF EXCHANGE-TRADED FUNDS 78464A631 263,925,000 930 SH SOLE 930 0 0
SPDR S&P Biotech ETF USD Class EXCHANGE-TRADED FUNDS 78464A870 203,193,000 1,284 SH SOLE 1,284 0 0
Salesforce Inc. COMMON STOCKS 79466L302 319,586,000 2,040 SH SOLE 2,040 0 0
SLB Ltd. COMMON STOCKS 806857108 281,590,000 6,057 SH SOLE 6,057 0 0
State Street Materials Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y100 1,116,023,000 21,956 SH SOLE 21,956 0 0
State Street Health Care Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y209 4,520,382,000 28,491 SH SOLE 28,491 0 0
State Street Consumer Staples Select Sector SPDR ETF EXCHANGE-TRADED FUNDS 81369Y308 3,110,473,000 37,444 SH SOLE 37,444 0 0
State Street Consumer Discretionary Select Sector SPDR ETF EXCHANGE-TRADED FUNDS 81369Y407 1,972,650,000 16,820 SH SOLE 16,820 0 0
State Street Energy Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y506 1,027,147,000 19,340 SH SOLE 19,340 0 0
State Street Financial Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y605 5,887,182,000 109,815 SH SOLE 109,815 0 0
State Street Industrial Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y704 2,692,689,000 14,537 SH SOLE 14,537 0 0
State Street Technology Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y803 5,064,212,000 26,581 SH SOLE 26,581 0 0
State Street Communication Services Select Sector SPDR ETF EXCHANGE-TRADED FUNDS 81369Y852 3,109,341,000 29,024 SH SOLE 29,024 0 0
State Street Real Estate Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y860 1,168,644,000 26,542 SH SOLE 26,542 0 0
State Street Utilities Select Sector SPDR ETF USD Class EXCHANGE-TRADED FUNDS 81369Y886 1,683,837,000 37,138 SH SOLE 37,138 0 0
Shopify Inc. COMMON STOCKS 82509L107 114,180,000 1,000 SH SOLE 1,000 0 0
Space Exploration Technologies Corporation COMMON STOCKS 84615Q103 170,860,000 1,000 SH SOLE 1,000 0 0
Select STOXX Europe Aerospace & Defense ETF USD Class EXCHANGE-TRADED FUNDS 84858T772 136,790,000 3,243 SH SOLE 3,243 0 0
Super Micro Computer Inc. COMMON STOCKS 86800U302 87,990,000 3,000 SH SOLE 3,000 0 0
Synopsys Inc. COMMON STOCKS 871607107 133,821,000 300 SH SOLE 300 0 0
TJX Companies Inc. (The) COMMON STOCKS 872540109 1,195,941,000 7,894 SH SOLE 7,894 0 0
Taiwan Semiconductor Manufacturing Company Ltd. DEPOSITARY RECEIPTS 874039100 52,533,000 110 SH SOLE 110 0 0
Target Corporation COMMON STOCKS 87612E106 198,266,000 1,518 SH SOLE 1,518 0 0
Tenet Healthcare Corporation COMMON STOCKS 88033G407 515,031,000 2,753 SH SOLE 2,753 0 0
Tesla Inc. COMMON STOCKS 88160R101 1,304,701,000 3,102 SH SOLE 3,102 0 0
3M Company COMMON STOCKS 88579Y101 1,227,440,000 7,581 SH SOLE 7,581 0 0
US Bancorp COMMON STOCKS 902973304 133,001,000 2,202 SH SOLE 2,202 0 0
Uber Technologies Inc. COMMON STOCKS 90353T100 1,476,249,000 20,458 SH SOLE 20,458 0 0
United Parcel Service Inc. COMMON STOCKS 911312106 248,648,000 2,313 SH SOLE 2,313 0 0
UnitedHealth Group Inc. COMMON STOCKS 91324P102 329,595,000 793 SH SOLE 793 0 0
Vanguard FTSE Europe ETF USD Class EXCHANGE-TRADED FUNDS 922042874 156,185,000 1,764 SH SOLE 1,764 0 0
Vanguard Information Technology ETF EXCHANGE-TRADED FUNDS 92204A702 5,487,880,000 45,916 SH SOLE 45,916 0 0
Verizon Communications Inc. COMMON STOCKS 92343V104 1,195,766,000 28,242 SH SOLE 28,242 0 0
Walmart Inc. COMMON STOCKS 931142103 1,111,307,000 9,812 SH SOLE 9,812 0 0
Welltower Inc. REIT 95040Q104 1,363,409,000 6,007 SH SOLE 6,007 0 0
Western Digital Corporation COMMON STOCKS 958102105 1,619,155,000 2,535 SH SOLE 2,535 0 0
WisdomTree Floating Rate Treasury Fund USD Class EXCHANGE-TRADED FUNDS 97717Y527 1,170,638,000 23,250 SH SOLE 23,250 0 0
Workday Inc. COMMON STOCKS 98138H101 122,420,000 1,000 SH SOLE 1,000 0 0
GLOBALFOUNDRIES Inc. COMMON STOCKS G39387108 82,410,000 1,000 SH SOLE 1,000 0 0
On Holding A.G. COMMON STOCKS H5919C104 446,894,000 12,617 SH SOLE 12,617 0 0
IREN Ltd. COMMON STOCKS Q4982L109 45,730,000 1,000 SH SOLE 1,000 0 0