Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LEMONADE INC(LMND) | 0 | 316,400 | +316,400 | 0 | 10 | 0.39% | +10 |
| BERKSHIRE HATHAWAY INC DEL | 15,021 | 20,341 | +5,320 | 7 | 11 | 0.42% | +4 |
| ISHARES TR MSCI CHINA ETF | 0 | 493,500 | +493,500 | 0 | 27 | 1.04% | +27 |
| SELECT SECTOR SPDR TR ST STR SVC ETF | 129,432 | 167,090 | +37,658 | 13 | 16 | 0.63% | +4 |
| ISHARES TR | 0 | 784,274 | +784,274 | 0 | 58 | 2.26% | +58 |
| VISA INC(V) | 7,532 | 12,579 | +5,047 | 2 | 4 | 0.17% | +2 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 40,305 | +40,305 | 0 | 5 | 0.21% | +5 |
| JPMORGAN CHASE & CO.(JPM) | 9,247 | 16,438 | +7,191 | 2 | 4 | 0.16% | +2 |
| ISHARES TR | 0 | 142,893 | +142,893 | 0 | 27 | 1.05% | +27 |
| ITURAN LOCATION AND CONTROL SHS | 356,956 | 356,956 | 0 | 11 | 13 | 0.50% | +2 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 30,779 | 42,969 | +12,190 | 7 | 9 | 0.34% | +2 |
| MASTERCARD INCORPORATED(MA) | 14,688 | 16,992 | +2,304 | 8 | 9 | 0.36% | +2 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 14,780 | 23,980 | +9,200 | 3 | 4 | 0.16% | +2 |
| PHILIP MORRIS INTL INC(PM) | 0 | 8,796 | +8,796 | 0 | 1 | 0.05% | +1 |
| ELI LILLY & CO(LLY) | 0 | 2,986 | +2,986 | 0 | 2 | 0.10% | +2 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 2,993 | 14,970 | +11,977 | 0 | 1 | 0.05% | +1 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 0 | 100,040 | +100,040 | 0 | 15 | 0.57% | +15 |
| ABBOTT LABS | 0 | 6,006 | +6,006 | 0 | 1 | 0.03% | +1 |
| BANK AMERICA CORP | 32,710 | 52,219 | +19,509 | 1 | 2 | 0.08% | +1 |
| JOHNSON & JOHNSON(JNJ) | 0 | 10,380 | +10,380 | 0 | 2 | 0.07% | +2 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 3,405 | +3,405 | 0 | 2 | 0.07% | +2 |
| SHARKNINJA INC(SN) | 0 | 7,805 | +7,805 | 0 | 1 | 0.03% | +1 |
| UNION PAC CORP(UNP) | 0 | 6,941 | +6,941 | 0 | 2 | 0.06% | +2 |
| ABBVIE INC(ABBV) | 0 | 5,594 | +5,594 | 0 | 1 | 0.05% | +1 |
| T-MOBILE US INC(TMUS) | 14,191 | 13,865 | -326 | 3 | 4 | 0.14% | +1 |
| DISNEY WALT CO(DIS) | 0 | 5,244 | +5,244 | 0 | 1 | 0.02% | +1 |
| AMERICAN TOWER CORP NEW(AMT) | 0 | 1,322 | +1,322 | 0 | 0 | 0.01% | 0 |
| WELLTOWER INC(WELL) | 0 | 1,814 | +1,814 | 0 | 0 | 0.01% | 0 |
| MERCADOLIBRE INC(MELI) | 0 | 937 | +937 | 0 | 2 | 0.07% | +2 |
| ISHARES TR | 0 | 123,829 | +123,829 | 0 | 5 | 0.21% | +5 |
| ON HLDG AG(ONON) | 35,640 | 49,120 | +13,480 | 2 | 2 | 0.08% | 0 |
| SEA LTD(SE) | 8,331 | 8,331 | 0 | 1 | 1 | 0.04% | 0 |
| HONEYWELL INTL INC(HON) | 0 | 949 | +949 | 0 | 0 | 0.01% | 0 |
| FISERV INC(FISV) | 12,770 | 12,770 | 0 | 3 | 3 | 0.11% | 0 |
| SAP SE(SAP) | 8,150 | 8,150 | 0 | 2 | 2 | 0.09% | 0 |
| CHECK POINT SOFTWARE TECH LT ORD | 4,223 | 4,223 | 0 | 1 | 1 | 0.04% | 0 |
| VANGUARD INTL EQUITY INDEX F | 0 | 15,314 | +15,314 | 0 | 1 | 0.04% | +1 |
| ELEVANCE HEALTH INC(ELV) | 0 | 1,894 | +1,894 | 0 | 1 | 0.03% | +1 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 1 | 1 | 0.03% | 0 |
| CHEVRON CORP NEW(CVX) | 0 | 6,684 | +6,684 | 0 | 1 | 0.04% | +1 |
| AMGEN INC(AMGN) | 2,050 | 2,050 | 0 | 1 | 1 | 0.02% | 0 |
| COCA COLA CO(KO) | 26,399 | 24,330 | -2,069 | 2 | 2 | 0.07% | 0 |
| COSTCO WHSL CORP NEW(COST) | 7,366 | 7,225 | -141 | 7 | 7 | 0.27% | 0 |
| LINDE PLC(LIN) | 1,650 | 1,650 | 0 | 1 | 1 | 0.03% | 0 |
| PERRIGO CO PLC(PRGO) | 32,236 | 32,236 | 0 | 1 | 1 | 0.04% | 0 |
| BP PLC(BP) | 16,947 | 16,947 | 0 | 1 | 1 | 0.02% | 0 |
| ASTRAZENECA PLC(AZN) | 7,900 | 7,900 | 0 | 1 | 1 | 0.02% | 0 |
| GE AEROSPACE(GE) | 3,316 | 3,035 | -281 | 1 | 1 | 0.02% | 0 |
| NORTHROP GRUMMAN CORP(NOC) | 1,071 | 1,071 | 0 | 1 | 1 | 0.02% | 0 |
| UBER TECHNOLOGIES INC(UBER) | 6,452 | 5,908 | -544 | 0 | 0 | 0.02% | 0 |
| NOVARTIS AG(NVS) | 2,781 | 2,781 | 0 | 0 | 0 | 0.01% | 0 |
| SANOFI(SNY) | 5,208 | 5,208 | 0 | 0 | 0 | 0.01% | 0 |
| DBX ETF TR | 0 | 354,548 | +354,548 | 0 | 9 | 0.37% | +9 |
| ISHARES TR | 3,560 | 3,820 | +260 | 0 | 0 | 0.02% | 0 |
| RTX CORPORATION(RTX) | 4,079 | 3,767 | -312 | 0 | 0 | 0.02% | 0 |
| MCDONALDS CORP(MCD) | 6,031 | 5,681 | -350 | 2 | 2 | 0.07% | 0 |
| EQUINOR ASA(EQNR) | 9,020 | 9,020 | 0 | 0 | 0 | 0.01% | 0 |
| FORTINET INC(FTNT) | 13,693 | 13,693 | 0 | 1 | 1 | 0.05% | 0 |
| EXXON MOBIL CORP | 8,243 | 7,646 | -597 | 1 | 1 | 0.04% | 0 |
| VANGUARD WORLD FD HEALTH CAR ETF | 1,980 | 1,980 | 0 | 1 | 1 | 0.02% | 0 |
| WELLS FARGO CO NEW(WFC) | 13,439 | 13,439 | 0 | 1 | 1 | 0.04% | 0 |
| VANECK ETF TRUST ISRAEL ETF | 7,881 | 8,531 | +650 | 0 | 0 | 0.01% | 0 |
| CITIGROUP INC(C) | 24,653 | 24,653 | 0 | 2 | 2 | 0.07% | 0 |
| SELECT SECTOR SPDR TR ST STR REAL ETF | 8,579 | 8,579 | 0 | 0 | 0 | 0.01% | 0 |
| PROLOGIS INC.(PLD) | 4,368 | 4,152 | -216 | 0 | 0 | 0.02% | 0 |
| QUALCOMM INC(QCOM) | 12,416 | 12,416 | 0 | 2 | 2 | 0.07% | 0 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 2,126 | 2,126 | 0 | 0 | 0 | 0.02% | -0 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 9,196 | 8,858 | -338 | 0 | 0 | 0.02% | -0 |
| FORTIVE CORP(FTV) | 3,800 | 3,800 | 0 | 0 | 0 | 0.01% | -0 |
| PLUG POWER INC(PLUG) | 11,345 | 11,345 | 0 | 0 | 0 | 0.00% | -0 |
| BOEING CO(BA) | 1,461 | 1,461 | 0 | 0 | 0 | 0.01% | -0 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 18,200 | 18,200 | 0 | 2 | 2 | 0.09% | -0 |
| SCHWAB STRATEGIC TR | 12,600 | 12,600 | 0 | 0 | 0 | 0.01% | -0 |
| ISHARES INC MSCI EMRG CHN | 43,530 | 43,530 | 0 | 2 | 2 | 0.09% | -0 |
| BIOGEN INC(BIIB) | 1,527 | 1,527 | 0 | 0 | 0 | 0.01% | -0 |
| SILICOM LTD | 20,680 | 20,680 | 0 | 0 | 0 | 0.01% | -0 |
| NETFLIX INC(NFLX) | 1,310 | 1,209 | -101 | 1 | 1 | 0.04% | -0 |
| INTUIT(INTU) | 3,191 | 3,191 | 0 | 2 | 2 | 0.08% | -0 |
| VANGUARD INTL EQUITY INDEX F | 0 | 143,668 | +143,668 | 0 | 7 | 0.25% | +7 |
| EQUINIX INC(EQIX) | 296 | 276 | -20 | 0 | 0 | 0.01% | -0 |
| FIDELITY NATL INFORMATION SV(FIS) | 10,758 | 10,758 | 0 | 1 | 1 | 0.03% | -0 |
| NXP SEMICONDUCTORS N V COM | 3,720 | 3,720 | 0 | 1 | 1 | 0.03% | -0 |
| NICE LTD(NICE) | 5,337 | 5,337 | 0 | 1 | 1 | 0.03% | -0 |
| ASML HOLDING N V N Y REGISTRY SHS | 0 | 2,812 | +2,812 | 0 | 2 | 0.07% | +2 |
| CATERPILLAR INC(CAT) | 1,479 | 1,352 | -127 | 1 | 0 | 0.02% | -0 |
| WORKDAY INC(WDAY) | 4,048 | 4,048 | 0 | 1 | 1 | 0.04% | -0 |
| NIKE INC(NKE) | 0 | 8,534 | +8,534 | 0 | 1 | 0.02% | +1 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 1,425 | +1,425 | 0 | 1 | 0.04% | +1 |
| VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | 13,500 | 13,500 | 0 | 1 | 1 | 0.04% | -0 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 12,400 | 12,400 | 0 | 1 | 1 | 0.02% | -0 |
| PROCTER AND GAMBLE CO(PG) | 23,211 | 22,044 | -1,167 | 4 | 4 | 0.15% | -0 |
| ISHARES TR | 0 | 33,758 | +33,758 | 0 | 4 | 0.17% | +4 |
| BOOKING HOLDINGS INC(BKNG) | 256 | 240 | -16 | 1 | 1 | 0.04% | -0 |
| PALO ALTO NETWORKS INC(PANW) | 15,460 | 15,460 | 0 | 3 | 3 | 0.10% | -0 |
| TRIP COM GROUP LTD(TCOM) | 36,900 | 36,900 | 0 | 3 | 2 | 0.09% | -0 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 10,542 | +10,542 | 0 | 1 | 0.04% | +1 |
| TRANE TECHNOLOGIES PLC(TT) | 5,169 | 4,969 | -200 | 2 | 2 | 0.07% | -0 |
| CONSTELLATION ENERGY CORP(CEG) | 5,452 | 4,863 | -589 | 1 | 1 | 0.04% | -0 |
| DUKE ENERGY CORP NEW(DUK) | 2,367 | 0 | -2,367 | 0 | 0 | — | -0 |
| NEXTERA ENERGY INC(NEE) | 0 | 35,631 | +35,631 | 0 | 3 | 0.10% | +3 |