Performance YTD: -51.24% vs SPY: -17.85%

Portfolio By Weight:

$GOOG - 15.02%

$DDOG - 12.24%

$SE - 12.14%

$PLTR - 11.16%

$ZS - 7.43%

$SQ - 7.07%

$TTD - 5.85%

$ABNB - 5.80%

$QQQ - 5.58%

$DOCN - 5.30%

$TSLA - 4.33%

$SCHD - 3.04%

$MQ - 3.02%

$OPEN - 2.02%

Tough way to finish this month... Feeling good about completely selling out of my $NVDA and taking profits, it was my largest position at the end of July. Still holding the cash and plan on buying back in after the stock settles. Going to be a tough end of the year for it, I believe.