ALPHABET INC CAP STK CL A 02079K305 12011646 41770 SH SOLE 0 0 41770 ALPHABET INC CAP STK CL C 02079K107 971792 3387 SH SOLE 0 0 3387 AMAZON COM INC COM 023135106 14332370 68816 SH SOLE 0 0 68816 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 9251504 92644 SH SOLE 0 0 92644 ASML HLDG NV N Y REGISTRY SHS N07059210 2902883 2197 SH SOLE 0 0 2197 BROADCOM INC COM 11135F101 16505485 53327 SH SOLE 0 0 53327 COSTCO WHOLESALE CORPORATION COM 22160K105 8490644 8521 SH SOLE 0 0 8521 CROWDSTRIKE HLDGS INC CL A 22788C105 9068053 23227 SH SOLE 0 0 23227 ELI LILLY & CO COM 532457108 3579572 3891 SH SOLE 0 0 3891 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 17159073 889071 SH SOLE 0 0 889071 FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 393889 6284 SH SOLE 0 0 6284 GENERAC HLDGS INC COM 368736104 2994995 15333 SH SOLE 0 0 15333 GOLDMAN SACHS GROUP INC COM 38141G104 11053914 13066 SH SOLE 0 0 13066 HUMANA INC COM 444859102 300485 1733 SH SOLE 0 0 1733 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 891693 4646 SH SOLE 0 0 4646 ISHARES GOLD TR ISHARES NEW 464285204 1424489 16158 SH SOLE 0 0 16158 ISHARES TR MSCI ACWI EX US 464288240 12513372 182757 SH SOLE 0 0 182757 ISHARES TR U.S. PHARMA ETF 464288836 312491 3605 SH SOLE 0 0 3605 JPMORGAN CHASE & CO COM 46625H100 11569141 39329 SH SOLE 0 0 39329 META PLATFORMS INC CL A 30303M102 11793577 20613 SH SOLE 0 0 20613 MICRON TECHNOLOGY INC COM 595112103 9732232 28807 SH SOLE 0 0 28807 MICROSOFT CORP COM 594918104 483075 1305 SH SOLE 0 0 1305 NOVO-NORDISK A S ADR 670100205 2480662 67501 SH SOLE 0 0 67501 NVIDIA CORPORATION COM 67066G104 24260717 139109 SH SOLE 0 0 139109 PALANTIR TECHNOLOGIES INC CL A 69608A108 20892441 142825 SH SOLE 0 0 142825 PALO ALTO NETWORKS INC COM 697435105 1098192 6850 SH SOLE 0 0 6850 SPDR GOLD TR GOLD SHS 78463V107 22387558 52029 SH SOLE 0 0 52029 SPDR GOLD TR GOLD SHS 78463V107 129087 300 SH Call SOLE 0 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A631 1166752 4593 SH SOLE 0 0 4593 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 353685 1046 SH SOLE 0 0 1046 TESLA INC COM 88160R101 2713032 7298 SH SOLE 0 0 7298 ULTA BEAUTY INC COM 90384S303 9641909 18446 SH SOLE 0 0 18446 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 245899 3339 SH SOLE 0 0 3339 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1192112 1995 SH SOLE 0 0 1995 VANGUARD INDEX FDS TOTAL STK MKT 922908769 581655 1813 SH SOLE 0 0 1813 VERTIV HOLDINGS CO COM CL A 92537N108 7823221 31220 SH SOLE 0 0 31220