2/2
$TSLA 1.5%
$AAPL 1.5%
$OKTA 1.5%
$AYX 1.4%
$PCTY 1.4%
$Cash 2%

$YTD return 10%. 

Thanks to @BrianFeroldi for inspiring me to own high quality companies. Have total of 60 stocks. I will let Darwin's principle 'survival of fittest apply' in my portfolio.