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Changes:HWM +0.5%AAPL +0.4%RKT +0.4%CIEN +0.4%META +0.4%

$LRGCAPGRTH We are exiting our position in Intuit. But have not replaced this with another company as of yet.

Changes:NVDA 0.0%HWM 0.0%

Month end rebalancing to bring portfolio back to equal weight.

Changes:NVDA +0.9%APP +0.6%AMZN +0.6%MSFT +0.4%INTU +0.3%

Rebalancing to revert back initial equal weight portfolio.

Changes:RKT +7.6%GOOG +7.1%AVGO +6.7%CIEN +6.6%TKO +6.4%

Switching GOOGL for GOOG. No other changes.