TWMTX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	11.18%	1,729,408
2	AAPL	Apple Inc.	8.62%	915,155
3	GOOGL	Alphabet Inc.	7.48%	689,557
4	MSFT	Microsoft Corporation	7.05%	420,918
5	AVGO	Broadcom Inc.	5.99%	499,624
6	AMZN	Amazon.com, Inc.	5.19%	648,400
7	META	Meta Platforms, Inc.	3.87%	169,097
8	LLY	Eli Lilly and Company	3.77%	101,307
9	MA	Mastercard Incorporated	2.86%	144,684
10	TSLA	Tesla, Inc.	2.62%	167,978
11	NFLX	Netflix, Inc.	1.84%	566,870
12	GE	GE Aerospace	1.53%	143,592
13	AMD	Advanced Micro Devices, Inc.	1.50%	201,989
14	ORCL	Oracle Corporation	1.48%	219,623
15	ANET	Arista Networks, Inc.	1.33%	293,274
16	KLAC	KLA Corporation	1.31%	31,059
17	NOW	ServiceNow, Inc.	1.24%	234,085
18	VRTX	Vertex Pharmaceuticals Incorporated	1.20%	76,668
19	HLT	Hilton Worldwide Holdings Inc.	1.18%	118,623
20	CDNS	Cadence Design Systems, Inc.	1.16%	106,801
21	APH	Amphenol Corporation	1.15%	246,115
22	INTU	Intuit Inc.	1.11%	48,562
23	PANW	Palo Alto Networks, Inc.	1.06%	166,788
24	WMT	Walmart Inc.	1.06%	274,559
25	CAT	Caterpillar Inc.	0.95%	47,613

Showing 25 of 60 holdings

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As of Dec 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.57%
Cash	0.43%