| IISHARES RUSSELLIWB |
| 9.18% | 9.43% | $13.6M | 33,254 | $11.9M | 33,254 | 00.00% | Unchanged |
 VISA INCV |
| 6.16% | 6.16% | $9.1M | 26,647 | $7.7M | 25,626 | +1,021+3.98% | Add |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 3.88% | 3.77% | $5.8M | 69,714 | $4.7M | 11,619 | +58,095+500.00% | Add |
 APPLE INCAAPL |
| 3.54% | 3.73% | $5.2M | 18,132 | $4.7M | 18,476 | -344-1.86% | Reduce |
| VVANGUARD FTSEVEA |
| 3.08% | 3.27% | $4.6M | 64,217 | $4.1M | 64,217 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 2.95% | 1.22% | $4.4M | 3,796 | $1.5M | 4,527 | -731-16.15% | Reduce |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 2.45% | 2.45% | $3.6M | 72,039 | $3.1M | 60,844 | +11,195+18.40% | Add |
 MICROSOFT CORPMSFT |
| 2.38% | 2.65% | $3.5M | 9,473 | $3.3M | 9,001 | +472+5.24% | Add |
 AMAZON COM INCAMZN |
| 2.27% | 2.17% | $3.4M | 14,164 | $2.7M | 13,079 | +1,085+8.30% | Add |
 CHEVRON CORPORATIONCVX |
| 2.2% | 2.97% | $3.3M | 19,706 | $3.7M | 18,067 | +1,639+9.07% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 2.17% | 2.73% | $3.2M | 76,119 | $3.4M | 68,457 | +7,662+11.19% | Add |
 EXXON MOBIL CORPXOM |
| 2.05% | 2.6% | $3.0M | 22,288 | $3.3M | 19,261 | +3,027+15.72% | Add |
| VVANGUARD INDEX FDSVB |
| 2.05% | 2.1% | $3.0M | 10,019 | $2.6M | 10,062 | -43-0.43% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.04% | 2.19% | $3.0M | 11,932 | $2.8M | 11,260 | +672+5.97% | Add |
| AAlphabet Inc Class CGOOG |
| 1.89% | 2.02% | $2.8M | 7,942 | $2.5M | 8,871 | -929-10.47% | Reduce |
| IISHARES GOLD TRIAU |
| 1.81% | 2.24% | $2.7M | 35,557 | $2.8M | 31,994 | +3,563+11.14% | Add |
 ELI LILLY & COLLY |
| 1.7% | 1.33% | $2.5M | 2,098 | $1.7M | 1,825 | +273+14.96% | Add |
| IISHARES U.S. INSURANCE ETFIAK |
| 1.63% | 1.46% | $2.4M | 17,251 | $1.8M | 14,286 | +2,965+20.75% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.63% | 1.59% | $2.4M | 12,081 | $2.0M | 11,463 | +618+5.39% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.6% | 1.47% | $2.4M | 17,345 | $1.9M | 14,142 | +3,203+22.65% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.49% | 1.49% | $2.2M | 25,183 | $1.9M | 20,194 | +4,989+24.71% | Add |
 JPMORGAN CHASE & COJPM |
| 1.46% | 1.41% | $2.2M | 6,637 | $1.8M | 6,031 | +606+10.05% | Add |
| IINVESCO EXCHANGE TRADED FD TPPA |
| 1.28% | 1.24% | $1.9M | 10,733 | $1.6M | 9,420 | +1,313+13.94% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.21% | 0.95% | $1.8M | 2,448 | $1.2M | 2,080 | +368+17.69% | Add |
| IISHARES TRKXI |
| 1.2% | 1.25% | $1.8M | 26,415 | $1.6M | 23,433 | +2,982+12.73% | Add |
| IISHARES TRIUSB |
| 1.12% | 0.88% | $1.7M | 35,960 | $1.1M | 23,884 | +12,076+50.56% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.07% | 0.92% | $1.6M | 3,186 | $1.2M | 2,426 | +760+31.33% | Add |
| IISHARES TRITOT |
| 1.02% | 1.04% | $1.5M | 9,198 | $1.3M | 9,192 | +6+0.07% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1% | 0.97% | $1.5M | 1,582 | $1.2M | 1,227 | +355+28.93% | Add |
| IISHARES RUSSELLIWF |
| 0.98% | 0.6% | $1.5M | 11,757 | $757,427 | 1,776 | +9,981+561.99% | Add |
 RTX CORPORATIONRTX |
| 0.93% | 1.12% | $1.4M | 7,305 | $1.4M | 7,331 | -26-0.35% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 0.9% | 1.11% | $1.3M | 17,472 | $1.4M | 18,101 | -629-3.47% | Reduce |
 ALPHABET INCGOOGL |
| 0.9% | 0.97% | $1.3M | 3,741 | $1.2M | 4,261 | -520-12.20% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.9% | 0.7% | $1.3M | 8,439 | $876,308 | 5,917 | +2,522+42.62% | Add |
 CATERPILLAR INCCAT |
| 0.87% | 0.68% | $1.3M | 1,215 | $860,433 | 1,215 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.8% | 0.99% | $1.2M | 8,743 | $1.2M | 7,991 | +752+9.41% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.78% | 0.92% | $1.2M | 14,558 | $1.2M | 14,552 | +6+0.04% | Add |
 CISCO SYS INCCSCO |
| 0.74% | 0.57% | $1.1M | 9,321 | $717,714 | 9,250 | +71+0.77% | Add |
| SSPDR SERIES TRUSTXHB |
| 0.72% | 0.46% | $1.1M | 9,215 | $573,366 | 5,808 | +3,407+58.66% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.7% | 0.79% | $1.0M | 4,198 | $987,998 | 3,538 | +660+18.65% | Add |
 META PLATFORMS INCMETA |
| 0.68% | 0.59% | $1.0M | 1,781 | $740,995 | 1,295 | +486+37.53% | Add |
 CONSOLIDATED EDISON INCED |
| 0.66% | 0.75% | $984,346 | 8,898 | $940,151 | 8,307 | +591+7.11% | Add |
 AFLAC INC COMAFL |
| 0.64% | 0.76% | $947,527 | 8,081 | $954,178 | 8,697 | -616-7.08% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.63% | 0.73% | $940,302 | 1,831 | $913,173 | 1,828 | +3+0.16% | Add |
| WWINCHESTER BANCORP INCWSBK |
| 0.62% | 0.71% | $919,800 | 70,000 | $889,000 | 70,000 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHD |
| 0.62% | 0.69% | $917,816 | 28,944 | $867,234 | 28,267 | +677+2.40% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.61% | 0.64% | $909,739 | 7,187 | $804,550 | 6,144 | +1,043+16.98% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.61% | 0.39% | $909,541 | 10,860 | $489,803 | 6,522 | +4,338+66.51% | Add |
 ALTRIA GROUP INCMO |
| 0.58% | 0.5% | $866,410 | 12,042 | $634,334 | 9,613 | +2,429+25.27% | Add |
| QQUALCOMM INCQCOM |
| 0.56% | 0.46% | $831,727 | 4,501 | $574,666 | 4,462 | +39+0.87% | Add |
