ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9191958 48558 SH SOLE 0 47744 814 AMAZON COM INC COM 023135106 BBG001S5PQL7 15322637 69842 SH SOLE 0 69551 291 APPLE INC COM 037833100 BBG001S5N8V8 13068419 52186 SH SOLE 0 51987 199 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5209702 118537 SH SOLE 0 118491 46 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2385613 5263 SH SOLE 0 5263 0 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 4520736 4410 SH SOLE 0 4404 6 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 244291 2735 SH SOLE 0 2735 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 4862381 20973 SH SOLE 0 20948 25 CATERPILLAR INC COM 149123101 BBG001S5PJ06 3489650 9620 SH SOLE 0 9607 13 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8178332 8926 SH SOLE 0 8917 9 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 6346238 38049 SH SOLE 0 37995 54 HOME DEPOT INC COM 437076102 BBG001S5RTW7 254011 653 SH SOLE 0 653 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1275519 2495 SH SOLE 0 2494 1 ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 8644591 106697 SH SOLE 0 106647 50 ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 449042 5771 SH SOLE 0 5771 0 ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 17560399 301363 SH SOLE 0 301103 260 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 494450 939 SH SOLE 0 939 0 MCDONALDS CORP COM 580135101 BBG001S5T110 6385141 22026 SH SOLE 0 22001 25 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 10318638 17623 SH SOLE 0 17601 22 MICROSOFT CORP COM 594918104 BBG001S5TD05 14393745 34149 SH SOLE 0 34031 118 MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 463392 1600 SH SOLE 0 1600 0 NETFLIX INC COM 64110L106 BBG001SF6L46 1048193 1176 SH SOLE 0 1176 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5632935 41946 SH SOLE 0 41892 54 PIMCO DYNAMIC INCOME FD SHS 72201Y101 BBG002Q8P804 12614179 687796 SH SOLE 0 686562 1234 SALESFORCE INC COM 79466L302 BBG001SDLP09 505876 1513 SH SOLE 0 1513 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 377133 1681 SH SOLE 0 1681 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 732286 1721 SH SOLE 0 1721 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 536318 2215 SH SOLE 0 2215 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 21079492 35967 SH SOLE 0 35953 14 TESLA INC COM 88160R101 BBG001SQKGD7 207978 515 SH SOLE 0 515 0 TOLL BROTHERS INC COM 889478103 BBG001S5WT15 4727030 37531 SH SOLE 0 37479 52 UNION PAC CORP COM 907818108 BBG001S5X2M0 369945 1622 SH SOLE 0 1622 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3521760 14543 SH SOLE 0 14524 19 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 19921003 101726 SH SOLE 0 101685 41 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 15886899 75158 SH SOLE 0 75127 31 VISA INC COM CL A 92826C839 BBG001SRCFY3 9123860 28869 SH SOLE 0 28480 389