|
META
|
US |
META PLATFORMS INC-CLASS A |
72,828 |
$43M |
12.38% |
-5.8%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
186,518 |
$41M |
11.87% |
-4.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
200,864 |
$38M |
11.02% |
-0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
122,644 |
$31M |
8.90% |
-1.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
70,037 |
$30M |
8.56% |
-15.2%
|
- |
|
MCK
|
US |
MCKESSON CORP |
46,621 |
$27M |
7.69% |
-8.1%
|
- |
|
DHI
|
US |
DR HORTON INC |
159,355 |
$22M |
6.44% |
-4.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
149,393 |
$20M |
5.81% |
227.1%
|
- |
|
AIG
|
US |
AMERICAN INTERNATIONAL GROUP |
226,375 |
$16M |
4.76% |
-0.6%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
72,513 |
$14M |
4.14% |
2.3%
|
- |
|
LEN
|
US |
LENNAR CORP-A |
95,146 |
$13M |
3.75% |
-4.0%
|
- |
|
MU
|
US |
MICRON TECHNOLOGY INC |
136,337 |
$12M |
3.34% |
-15.4%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
86,550 |
$9M |
2.66% |
33.1%
|
- |
|
CB
|
US |
CHUBB LTD |
24,785 |
$7M |
1.98% |
-1.0%
|
- |
|
NFLX
|
US |
NETFLIX INC |
7,312 |
$7M |
1.89% |
-1.2%
|
- |
|
CI
|
US |
THE CIGNA GROUP |
20,378 |
$6M |
1.63% |
-1.1%
|
- |
|
SUB
|
US |
ISHARES SHORT-TERM NATIONAL |
43,078 |
$5M |
1.31% |
-33.6%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
38,697 |
$3M |
0.95% |
-1.3%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
4,600 |
$1M |
0.42% |
-
|
- |
|
WDAY
|
US |
WORKDAY INC-CLASS A |
4,200 |
$1M |
0.31% |
-
|
- |