Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INNOVATOR ETFS TRUST US EQUITY ACCELE | 0 | 358,019 | +358,019 | 0 | 12,498 | 36.18% | +12,498 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 8,649 | +8,649 | 0 | 4,606 | 13.34% | +4,606 |
| ISHARES TR CYBERSECURITY | 0 | 50,937 | +50,937 | 0 | 2,393 | 6.93% | +2,393 |
| INNOVATOR ETFS TRUST US EQTY ACCELRT9 | 0 | 49,808 | +49,808 | 0 | 1,483 | 4.29% | +1,483 |
| DIREXION SHS ETF TR DIREXION HCM | 0 | 40,613 | +40,613 | 0 | 1,227 | 3.55% | +1,227 |
| ISHARES GOLD TR(IAU) | 0 | 17,806 | +17,806 | 0 | 1,050 | 3.04% | +1,050 |
| VANECK ETF TRUST OIL SERVICES ETF | 0 | 3,911 | +3,911 | 0 | 1,025 | 2.97% | +1,025 |
| INNOVATOR ETFS TRUST US EQT ULTRA BFR | 0 | 31,141 | +31,141 | 0 | 1,009 | 2.92% | +1,009 |
| ETF SER SOLUTIONS DEFIANCE SPACE A | 0 | 21,895 | +21,895 | 0 | 931 | 2.69% | +931 |
| ISHARES TR LARG CAP JUN ETF | 0 | 34,413 | +34,413 | 0 | 888 | 2.57% | +888 |
| INNOVATOR ETFS TRUST US EQT ACLRTD 9 | 0 | 22,250 | +22,250 | 0 | 753 | 2.18% | +753 |
| AMERICAN CENTY ETF TR | 0 | 7,202 | +7,202 | 0 | 628 | 1.82% | +628 |
| META PLATFORMS INC(META) | 0 | 965 | +965 | 0 | 556 | 1.61% | +556 |
| INNOVATOR ETFS TRUST EQUITY DEFINED | 0 | 18,875 | +18,875 | 0 | 494 | 1.43% | +494 |
| INNOVATOR ETFS TRUST US EQT ACC 9 BFR | 0 | 17,400 | +17,400 | 0 | 491 | 1.42% | +491 |
| ISHARES TR LARG CAP DEC ETF | 0 | 19,172 | +19,172 | 0 | 478 | 1.38% | +478 |
| MICROSTRATEGY INC(MSTR) | 0 | 1,606 | +1,606 | 0 | 463 | 1.34% | +463 |
| DBX ETF TR XTRA US NATL ETF | 0 | 14,467 | +14,467 | 0 | 432 | 1.25% | +432 |
| NVIDIA CORPORATION(NVDA) | 0 | 3,757 | +3,757 | 0 | 407 | 1.18% | +407 |
| INNOVATOR ETFS TRUST US EQUT BUFR AUG | 0 | 8,660 | +8,660 | 0 | 368 | 1.06% | +368 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 16,416 | +16,416 | 0 | 344 | 1.00% | +344 |
| INNOVATOR ETFS TRUST EQUITY DEF PROTN | 0 | 13,127 | +13,127 | 0 | 311 | 0.90% | +311 |
| EAST WEST BANCORP INC(EWBC) | 0 | 3,279 | +3,279 | 0 | 294 | 0.85% | +294 |
| AMAZON COM INC(AMZN) | 0 | 1,540 | +1,540 | 0 | 293 | 0.85% | +293 |
| AMERICAN CENTY ETF TR | 0 | 5,000 | +5,000 | 0 | 290 | 0.84% | +290 |
| APPLE INC(AAPL) | 0 | 1,267 | +1,267 | 0 | 281 | 0.81% | +281 |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 0 | 8,000 | +8,000 | 0 | 278 | 0.80% | +278 |
| MICROSOFT CORP(MSFT) | 0 | 626 | +626 | 0 | 235 | 0.68% | +235 |
| LUCID GROUP INC(LCID) | 0 | 14,000 | +14,000 | 0 | 34 | 0.10% | +34 |
| MICROVAST HOLDINGS INC(MVST) | 0 | 10,000 | +10,000 | 0 | 2 | 0.01% | +2 |