ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8090736 48783 SH SOLE 0 48783 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 13178935 70729 SH SOLE 0 70479 250 APPLE INC COM 037833100 BBG001S5N8V8 12225246 52469 SH SOLE 0 52309 160 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4747990 119657 SH SOLE 0 119657 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2403938 5223 SH SOLE 0 5223 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 4241462 4467 SH SOLE 0 4467 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 229193 2735 SH SOLE 0 2735 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 3606113 20905 SH SOLE 0 20905 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 3835953 9808 SH SOLE 0 9808 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 7973929 8995 SH SOLE 0 8995 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 7257736 38486 SH SOLE 0 38486 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 217593 537 SH SOLE 0 537 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1229937 2520 SH SOLE 0 2519 1 ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 9654646 108699 SH SOLE 0 108699 0 ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 426689 6008 SH SOLE 0 6008 0 ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 19648288 302281 SH SOLE 0 302281 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 439976 891 SH SOLE 0 891 0 MCDONALDS CORP COM 580135101 BBG001S5T110 6867358 22552 SH SOLE 0 22552 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 10269733 17940 SH SOLE 0 17940 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 14689430 34138 SH SOLE 0 34053 85 MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 269760 1600 SH SOLE 0 1600 0 NETFLIX INC COM 64110L106 BBG001SF6L46 790127 1114 SH SOLE 0 1114 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5236863 43123 SH SOLE 0 43123 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 BBG002Q8P804 14076259 694438 SH SOLE 0 694438 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 357757 1307 SH SOLE 0 1307 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 349446 1744 SH SOLE 0 1744 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 723536 1710 SH SOLE 0 1710 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 538378 2215 SH SOLE 0 2215 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 20896797 36421 SH SOLE 0 36421 0 TOLL BROTHERS INC COM 889478103 BBG001S5WT15 5920212 38321 SH SOLE 0 38321 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 348878 1415 SH SOLE 0 1415 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3619246 14745 SH SOLE 0 14745 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 19972173 100839 SH SOLE 0 100839 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 16774458 76778 SH SOLE 0 76778 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 8026102 29191 SH SOLE 0 29191 0