 NVIDIA CORPORATIONNVDA |
| 12.5% | 14.21% | $30.7M | 153,431 | $30.3M | 173,962 | -20,531-11.80% | Reduce |
| IISHARES RUSSELLIWB |
| 4.85% | 5.04% | $11.9M | 29,117 | $10.8M | 30,198 | -1,081-3.58% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 4.03% | 4.03% | $9.9M | 46,489 | $8.6M | 44,876 | +1,613+3.59% | Add |
 APPLE INCAAPL |
| 3.3% | 3.12% | $8.1M | 27,988 | $6.7M | 26,232 | +1,756+6.69% | Add |
| VVANGUARD STAR FDSVXUS |
| 3.25% | 3.04% | $8.0M | 93,362 | $6.5M | 84,051 | +9,311+11.08% | Add |
 MICROSOFT CORPMSFT |
| 2.87% | 2.78% | $7.1M | 18,903 | $5.9M | 16,052 | +2,851+17.76% | Add |
 TESLA INCTSLA |
| 2.53% | 2.38% | $6.2M | 14,749 | $5.1M | 13,677 | +1,072+7.84% | Add |
 JPMORGAN CHASE & COJPM |
| 2.51% | 2.74% | $6.2M | 18,832 | $5.8M | 19,882 | -1,050-5.28% | Reduce |
 AMAZON COM INCAMZN |
| 2.45% | 2.13% | $6.0M | 25,221 | $4.5M | 21,842 | +3,379+15.47% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.43% | 2.75% | $6.0M | 8,677 | $5.9M | 9,833 | -1,156-11.76% | Reduce |
 FRANKLIN RESOURCES INCBEN |
| 2.33% | 1.91% | $5.7M | 172,333 | $4.1M | 172,333 | 00.00% | Unchanged |
| IISHARES RUSSELLIWM |
| 2.19% | 2.08% | $5.4M | 17,927 | $4.4M | 17,927 | 00.00% | Unchanged |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.92% | 1.77% | $4.7M | 89,854 | $3.8M | 71,738 | +18,116+25.25% | Add |
| VVANGUARD SCOTTSDALE FDSVTWO |
| 1.9% | 1.61% | $4.7M | 38,416 | $3.4M | 34,302 | +4,114+11.99% | Add |
 CATERPILLAR INCCAT |
| 1.59% | 1.41% | $3.9M | 3,679 | $3.0M | 4,252 | -573-13.48% | Reduce |
 DEERE & CODE |
| 1.52% | 1.61% | $3.7M | 5,868 | $3.4M | 6,087 | -219-3.60% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.42% | 1.49% | $3.5M | 4,682 | $3.2M | 4,908 | -226-4.60% | Reduce |
| IISHARES TRIEFA |
| 1.29% | 1.4% | $3.2M | 32,821 | $3.0M | 32,967 | -146-0.44% | Reduce |
 BROADCOM INCAVGO |
| 1.29% | 1.12% | $3.2M | 8,387 | $2.4M | 7,749 | +638+8.23% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.29% | 0.43% | $3.2M | 2,744 | $913,857 | 2,705 | +39+1.44% | Add |
 ARISTA NETWORKS INCANET |
| 1.25% | 0.89% | $3.1M | 18,116 | $1.9M | 15,460 | +2,656+17.18% | Add |
| AAlphabet Inc Class CGOOG |
| 1.24% | 0.49% | $3.1M | 8,648 | $1.0M | 3,644 | +5,004+137.32% | Add |
| VVANGUARD FSTEVWO |
| 1.2% | 1.23% | $2.9M | 49,418 | $2.6M | 48,654 | +764+1.57% | Add |
 AMERICAN EXPRESS COAXP |
| 1.09% | 1.21% | $2.7M | 7,937 | $2.6M | 8,532 | -595-6.97% | Reduce |
| SSPDR SERIES TRUSTSPTL |
| 1.06% | 1.22% | $2.6M | 99,526 | $2.6M | 99,375 | +151+0.15% | Add |
 ELI LILLY & COLLY |
| 1.04% | 1.88% | $2.5M | 2,122 | $4.0M | 4,365 | -2,243-51.39% | Reduce |
| JJANUS DETROIT STR TRJMBS |
| 1.02% | 1.12% | $2.5M | 55,889 | $2.4M | 53,049 | +2,840+5.35% | Add |
| SSPDR GOLD TRGLD |
| 1.02% | 2.95% | $2.5M | 6,789 | $6.3M | 14,652 | -7,863-53.67% | Reduce |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.98% | 1.02% | $2.4M | 95,360 | $2.2M | 87,665 | +7,695+8.78% | Add |
 WALMART INCWMT |
| 0.94% | 1.15% | $2.3M | 20,353 | $2.5M | 19,823 | +530+2.67% | Add |
| IISHARES INCIEMG |
| 0.85% | 0.59% | $2.1M | 25,343 | $1.3M | 18,161 | +7,182+39.55% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.84% | 0.86% | $2.1M | 4,131 | $1.8M | 3,728 | +403+10.81% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.83% | 0.88% | $2.0M | 2,170 | $1.9M | 1,890 | +280+14.81% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.8% | 0.84% | $2.0M | 10,900 | $1.8M | 10,900 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.79% | 1.29% | $2.0M | 14,280 | $2.8M | 16,220 | -1,940-11.96% | Reduce |
| FFIRST TR EXCHANGE-TRADED FDFPX |
| 0.78% | 0.38% | $1.9M | 10,010 | $810,866 | 4,957 | +5,053+101.94% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.77% | — | $1.9M | 4,364 | $0 | 0 | +4,364 | New Buy |
 UNION PAC CORPUNP |
| 0.76% | 0.78% | $1.9M | 6,826 | $1.7M | 6,904 | -78-1.13% | Reduce |
 CASEYS GEN STORES INCCASY |
| 0.74% | 0.77% | $1.8M | 2,289 | $1.6M | 2,255 | +34+1.51% | Add |
| VVANGUARD INDEX FDSVXF |
| 0.7% | 0.56% | $1.7M | 6,960 | $1.2M | 5,814 | +1,146+19.71% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.68% | 0.87% | $1.7M | 4,209 | $1.9M | 4,033 | +176+4.36% | Add |
 ALPHABET INCGOOGL |
| 0.66% | 0.48% | $1.6M | 4,544 | $1.0M | 3,582 | +962+26.86% | Add |
 CHENIERE ENERGY INCLNG |
| 0.63% | 0.8% | $1.6M | 6,509 | $1.7M | 5,982 | +527+8.81% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.62% | 0.54% | $1.5M | 3,092 | $1.2M | 3,239 | -147-4.54% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.6% | 0.41% | $1.5M | 2,887 | $874,905 | 1,751 | +1,136+64.88% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.59% | 0.55% | $1.4M | 1,423 | $1.2M | 1,393 | +30+2.15% | Add |
 MONDELEZ INTL INC CL AMDLZ |
| 0.57% | 0.63% | $1.4M | 24,185 | $1.3M | 23,171 | +1,014+4.38% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.56% | 0.48% | $1.4M | 4,712 | $1.0M | 3,515 | +1,197+34.05% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.55% | 0.32% | $1.4M | 1,775 | $673,848 | 1,726 | +49+2.84% | Add |
| IISHARES TRIGIB |
| 0.54% | 0.58% | $1.3M | 25,038 | $1.2M | 23,436 | +1,602+6.84% | Add |
