 UMB FINL CORPUMBF |
| 8.45% | 7.44% | $667.4M | 4.7M | $532.8M | 4.7M | -48,610-1.03% | Reduce |
| IISHARES TRIVV |
| 6.86% | 6.57% | $541.6M | 723,246 | $470.8M | 720,762 | +2,484+0.34% | Add |
 APPLE INCAAPL |
| 4.25% | 4.29% | $335.9M | 1.2M | $307.3M | 1.2M | -49,996-4.13% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.34% | 3.24% | $263.3M | 1.3M | $232.0M | 1.3M | -14,355-1.08% | Reduce |
 ALPHABET INCGOOGL |
| 3.19% | 2.89% | $252.1M | 705,353 | $206.9M | 719,498 | -14,145-1.97% | Reduce |
 MICROSOFT CORPMSFT |
| 2.42% | 2.67% | $191.1M | 512,172 | $191.2M | 516,618 | -4,446-0.86% | Reduce |
 BROADCOM INCAVGO |
| 2.24% | 2.05% | $176.5M | 467,314 | $146.6M | 473,588 | -6,274-1.32% | Reduce |
 AMAZON COM INCAMZN |
| 2.18% | 2.12% | $172.0M | 721,467 | $152.0M | 729,701 | -8,234-1.13% | Reduce |
| IISHARES TRIEFA |
| 1.69% | 1.72% | $133.7M | 1.4M | $123.1M | 1.4M | +23,907+1.76% | Add |
| IISHARES COREIJH |
| 1.67% | 1.66% | $131.9M | 1.7M | $119.3M | 1.8M | -54,907-3.11% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.61% | 1.8% | $127.4M | 389,201 | $128.7M | 437,638 | -48,437-11.07% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.41% | 1.31% | $111.7M | 1.0M | $93.8M | 964,881 | +47,275+4.90% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 1.38% | 1.45% | $108.6M | 145 | $104.1M | 145 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 1.19% | 1.19% | $94.3M | 431,803 | $85.5M | 431,450 | +353+0.08% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.18% | 1.25% | $92.8M | 365,410 | $89.9M | 367,699 | -2,289-0.62% | Reduce |
 ELI LILLY & COLLY |
| 1.16% | 1% | $91.8M | 76,534 | $71.7M | 77,979 | -1,445-1.85% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.09% | 1.05% | $85.8M | 996,127 | $75.2M | 172,205 | +823,922+478.45% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.03% | 1.23% | $81.6M | 87,209 | $88.1M | 88,440 | -1,231-1.39% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.02% | 1.1% | $80.7M | 161,216 | $78.8M | 164,465 | -3,249-1.98% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 1.02% | 1.04% | $80.5M | 369,456 | $74.7M | 380,500 | -11,044-2.90% | Reduce |
| IISHARES COREIJR |
| 0.98% | 0.95% | $77.5M | 522,678 | $68.2M | 548,310 | -25,632-4.67% | Reduce |
 TJX COS INC NEWTJX |
| 0.95% | 1.07% | $74.8M | 493,660 | $76.5M | 478,857 | +14,803+3.09% | Add |
 CATERPILLAR INCCAT |
| 0.92% | 0.68% | $72.5M | 68,125 | $48.8M | 68,895 | -770-1.12% | Reduce |
 WALMART INCWMT |
| 0.88% | 1.09% | $69.7M | 615,797 | $77.8M | 626,291 | -10,494-1.68% | Reduce |
| VVANGUARD FTSEVEA |
| 0.87% | 0.87% | $68.6M | 963,172 | $62.1M | 968,323 | -5,151-0.53% | Reduce |
 META PLATFORMS INCMETA |
| 0.85% | 0.96% | $67.4M | 119,623 | $68.9M | 120,478 | -855-0.71% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJQUA |
| 0.83% | 0.74% | $65.2M | 901,926 | $53.1M | 865,784 | +36,142+4.17% | Add |
| IISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.78% | 0.91% | $61.8M | 582,564 | $65.4M | 613,117 | -30,553-4.98% | Reduce |
 TESLA INCTSLA |
| 0.77% | 0.75% | $60.4M | 143,617 | $54.0M | 145,145 | -1,528-1.05% | Reduce |
| IISHARES RUSSELLIWM |
| 0.75% | 0.66% | $59.3M | 197,237 | $47.5M | 191,731 | +5,506+2.87% | Add |
 AMPHENOL CORPAPH |
| 0.71% | 0.56% | $55.7M | 315,705 | $40.4M | 319,514 | -3,809-1.19% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.69% | 1.1% | $54.5M | 328,803 | $78.5M | 379,258 | -50,455-13.30% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.68% | 0.94% | $53.9M | 394,360 | $67.6M | 398,629 | -4,269-1.07% | Reduce |
 GE VERNOVA INCGEV |
| 0.68% | 0.51% | $53.9M | 45,876 | $36.8M | 42,141 | +3,735+8.86% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.66% | 0.76% | $52.4M | 102,035 | $54.3M | 108,704 | -6,669-6.14% | Reduce |
 HOME DEPOT INCHD |
| 0.65% | 0.74% | $51.1M | 145,009 | $53.2M | 161,783 | -16,774-10.37% | Reduce |
 EATON CORP PLCETN |
| 0.64% | 0.56% | $50.2M | 117,792 | $40.1M | 112,214 | +5,578+4.97% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.63% | 0.24% | $49.5M | 85,164 | $17.4M | 85,337 | -173-0.20% | Reduce |
 VISA INCV |
| 0.61% | 0.63% | $48.1M | 140,088 | $45.4M | 150,128 | -10,040-6.69% | Reduce |
| IISHARES INCIEMG |
| 0.6% | 0.51% | $47.5M | 573,155 | $36.8M | 527,146 | +46,009+8.73% | Add |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.53% | $46.3M | 131,035 | $38.0M | 132,361 | -1,326-1.00% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.56% | 0.41% | $44.0M | 147,590 | $29.2M | 150,417 | -2,827-1.88% | Reduce |
 LINDE PLCLIN |
| 0.55% | 0.58% | $43.2M | 83,193 | $41.8M | 84,405 | -1,212-1.44% | Reduce |
 PALO ALTOPANW |
| 0.54% | 0.29% | $42.9M | 125,903 | $20.5M | 127,587 | -1,684-1.32% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.53% | 0.57% | $41.5M | 282,771 | $41.1M | 284,840 | -2,069-0.73% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.52% | 0.61% | $41.4M | 471,252 | $43.6M | 469,444 | +1,808+0.39% | Add |
| BBANK OF AMER CORPBAC |
| 0.51% | 0.49% | $40.7M | 713,545 | $35.3M | 723,806 | -10,261-1.42% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.51% | 0.58% | $39.9M | 433,416 | $41.5M | 449,410 | -15,994-3.56% | Reduce |
 WELLTOWER INC COMWELL |
| 0.48% | 0.47% | $38.2M | 168,493 | $34.0M | 172,083 | -3,590-2.09% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.48% | 0.16% | $38.1M | 32,994 | $11.1M | 32,948 | +46+0.14% | Add |
