Top holdings have changed a bit since the beginning of the year. Not really due to selling. Changes are due to buying.

In January update, I said "Looking to build heavier positions in FB, GOOG and MSFT as I believe they won’t be harmed much by interest rates and will keep growing." As can be seen, I have done that. Since January, I decided to accumulate $SQ and $SHOP. I think they are currently priced well.

In Jan., I also said "I am diversified across a good number of equities, nearing 60. Even my top holdings aren’t that heavy at around 5% each. I may slim down and concentrate some more." I haven't concentrated. I have more positions now at 70+. I still am thinking about concentrating holdings more.

According to Commonstock, I am up .10% YTD. Still haven't recovered completely from 2021 losses but I am feeling optimistic.