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119527 SH SOLE 119527 0 0 NEPHROS INC COM 640671400 459459 128700 SH SOLE 128700 0 0 NIKE INC CL B 654106103 17859829 435075 SH SOLE 435075 0 0 NVIDIA CORPORATION COM 67066G104 3405873 17022 SH SOLE 17022 0 0 OKTA INC CL A 679295105 221731 1625 SH SOLE 1625 0 0 OMNIAB INC COM 68218J103 350024 142286 SH SOLE 142286 0 0 OOMA INC COM 683416101 1441500 75000 SH SOLE 75000 0 0 PEPSICO INC COM 713448108 11513062 85030 SH SOLE 85030 0 0 PFIZER INC COM 717081103 6451249 267909 SH SOLE 267909 0 0 PROCTER & GAMBLE CO COM 742718109 25307718 172584 SH SOLE 172584 0 0 RELIANCE INC COM 759509102 23725468 63505 SH SOLE 63505 0 0 ROBERT HALF INC. COM 770323103 8136360 265028 SH SOLE 265028 0 0 SALESFORCE INC COM 79466L302 443818 2833 SH SOLE 2833 0 0 SCHWAB CHARLES CORP COM 808513105 12509967 135580 SH SOLE 135580 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 227700 7737 SH SOLE 7737 0 0 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 1219800 14684 SH SOLE 14684 0 0 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 18267441 402899 SH SOLE 402899 0 0 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1564398 13339 SH SOLE 13339 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 289590 1520 SH SOLE 1520 0 0 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 638607 4025 SH SOLE 4025 0 0 SHAKE SHACK INC CL A 819047101 4519806 80682 SH SOLE 80682 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 30832596 270035 SH SOLE 270035 0 0 SIMPSON MFG INC COM 829073105 29946889 143047 SH SOLE 143047 0 0 SLB LIMITED COM STK 806857108 264947 5699 SH SOLE 5699 0 0 SOUTHERN CO COM 842587107 4814309 50301 SH SOLE 50301 0 0 SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 256292 1500 SH SOLE 1500 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 26098388 34948 SH SOLE 34948 0 0 TARGA RES CORP COM 87612G101 668473 2493 SH SOLE 2493 0 0 TESLA INC COM 88160R101 982942 2337 SH SOLE 2337 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 24571152 49009 SH SOLE 49009 0 0 TRIMBLE INC COM 896239100 12173265 237852 SH SOLE 237852 0 0 UBER TECHNOLOGIES INC COM 90353T100 21745488 301351 SH SOLE 301351 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2033527 2961 SH SOLE 2961 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2079500 5620 SH SOLE 5620 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2036420 23000 SH SOLE 23000 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 282067 2360 SH SOLE 2360 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 13433793 317284 SH SOLE 317284 0 0 VERTICAL AEROSPACE LTD SHS NEW G9471C206 46980 27000 SH SOLE 27000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 21225244 63393 SH SOLE 63393 0 0 VIKING THERAPEUTICS INC COM 92686J106 3334185 85470 SH SOLE 85470 0 0 VISA INC COM CL A 92826C839 45768206 133400 SH SOLE 133400 0 0 WALMART INC COM 931142103 224821 1985 SH SOLE 1985 0 0 WILLIAMS COS INC COM 969457100 306355 4121 SH SOLE 4121 0 0 WISDOMTREE TR JP SMALLCP DIV 97717W836 438279 4162 SH SOLE 4162 0 0