| SSTATE STREETSPYM |
| 7.4% | 6.92% | $78.2M | 1.2M | $73.5M | 1.2M | +27,095+2.27% | Add |
| VVANGUARD STAR FDSVXUS |
| 7.03% | 6.88% | $74.3M | 1.2M | $73.1M | 1.2M | +20,416+1.68% | Add |
 APPLE INCAAPL |
| 6.63% | 5.5% | $70.1M | 332,700 | $58.4M | 340,563 | -7,863-2.31% | Reduce |
 MICROSOFT CORPMSFT |
| 4.16% | 3.97% | $44.0M | 98,353 | $42.1M | 100,137 | -1,784-1.78% | Reduce |
| SSTATE STREETSPAB |
| 3.9% | 3.84% | $41.3M | 1.6M | $40.8M | 1.6M | +30,670+1.90% | Add |
 AMAZON COM INCAMZN |
| 2.65% | 2.59% | $28.0M | 144,953 | $27.5M | 152,540 | -7,587-4.97% | Reduce |
 ALPHABET INCGOOGL |
| 2.63% | 2.26% | $27.7M | 152,290 | $24.0M | 158,891 | -6,601-4.15% | Reduce |
 META PLATFORMS INCMETA |
| 2.13% | 2.06% | $22.5M | 44,602 | $21.9M | 45,093 | -491-1.09% | Reduce |
| SSPDR SERIES TRUSTSPTL |
| 2.06% | 1.99% | $21.7M | 799,044 | $21.2M | 757,627 | +41,417+5.47% | Add |
| IISHARES TRIUSB |
| 1.98% | 1.96% | $20.9M | 463,275 | $20.8M | 456,629 | +6,646+1.46% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.96% | 2.11% | $20.7M | 227,386 | $22.4M | 236,834 | -9,448-3.99% | Reduce |
 BLACKROCK INC COMBLK |
| 1.69% | 1.81% | $17.8M | 22,625 | $19.2M | 23,069 | -444-1.92% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.63% | 1.51% | $17.2M | 72,995 | $16.1M | 77,916 | -4,921-6.32% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.61% | 1.47% | $17.0M | 240,629 | $15.7M | 245,024 | -4,395-1.79% | Reduce |
 VISA INCV |
| 1.44% | 1.55% | $15.3M | 58,153 | $16.5M | 59,162 | -1,009-1.71% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.44% | 1.72% | $15.2M | 27,461 | $18.2M | 31,350 | -3,889-12.41% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.31% | 1.16% | $13.9M | 16,339 | $12.4M | 16,865 | -526-3.12% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 1.22% | 1.2% | $12.9M | 25,391 | $12.8M | 25,794 | -403-1.56% | Reduce |
 BROADCOM INCAVGO |
| 1.15% | 0.45% | $12.2M | 7,571 | $4.7M | 3,569 | +4,002+112.13% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.14% | 1.14% | $12.1M | 62,011 | $12.1M | 61,157 | +854+1.40% | Add |
 REGENERON PHARMACEUTICALSREGN |
| 1.08% | 0.99% | $11.4M | 10,818 | $10.5M | 10,928 | -110-1.01% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 1.04% | 1.04% | $11.0M | 19,560 | $11.0M | 19,626 | -66-0.34% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.96% | 0.91% | $10.2M | 22,805 | $9.7M | 22,826 | -21-0.09% | Reduce |
| IISHARES TRGVI |
| 0.96% | 0.98% | $10.1M | 94,979 | $10.4M | 96,741 | -1,762-1.82% | Reduce |
 SALESFORCE INCCRM |
| 0.91% | 1.05% | $9.7M | 37,597 | $11.1M | 36,887 | +710+1.92% | Add |
 ZOETIS INC CL AZTS |
| 0.87% | 0.84% | $9.2M | 52,858 | $8.9M | 52,450 | +408+0.78% | Add |
 AMERICAN EXPRESS COAXP |
| 0.8% | 0.79% | $8.4M | 36,391 | $8.4M | 37,005 | -614-1.66% | Reduce |
 HONEYWELL INTL INCHON |
| 0.77% | 0.75% | $8.2M | 38,310 | $7.9M | 38,685 | -375-0.97% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.75% | 0.81% | $7.9M | 39,155 | $8.6M | 43,044 | -3,889-9.03% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 0.75% | 0.89% | $7.9M | 26,509 | $9.5M | 27,359 | -850-3.11% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.71% | 0.68% | $7.5M | 49,543 | $7.2M | 49,733 | -190-0.38% | Reduce |
 FEDEX CORPFDX |
| 0.68% | 0.65% | $7.2M | 24,048 | $6.9M | 23,839 | +209+0.88% | Add |
 HOME DEPOT INCHD |
| 0.68% | 0.82% | $7.2M | 20,863 | $8.8M | 22,832 | -1,969-8.62% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.66% | 0.65% | $6.9M | 22,835 | $6.9M | 19,837 | +2,998+15.11% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.65% | 0.58% | $6.9M | 55,815 | $6.1M | 6,772 | +49,043+724.20% | Add |
 AGILENT TECHNOLOGIES INC COMA |
| 0.64% | 0.71% | $6.8M | 52,501 | $7.5M | 51,750 | +751+1.45% | Add |
 SKYWORKS SOLUTIONS INCSWKS |
| 0.63% | 0.8% | $6.6M | 62,182 | $8.5M | 78,928 | -16,746-21.22% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 0.6% | 0.63% | $6.3M | 96,657 | $6.7M | 96,273 | +384+0.40% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.6% | 0.56% | $6.3M | 28,021 | $5.9M | 27,698 | +323+1.17% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.59% | 0.6% | $6.3M | 23,444 | $6.4M | 24,676 | -1,232-4.99% | Reduce |
 LAUDER ESTEE COS INC CL AEL |
| 0.59% | 0.85% | $6.3M | 58,894 | $9.0M | 58,622 | +272+0.46% | Add |
 TJX COS INC NEWTJX |
| 0.59% | 0.5% | $6.3M | 56,796 | $5.3M | 52,298 | +4,498+8.60% | Add |
 NIKE INCNKE |
| 0.59% | 0.73% | $6.2M | 82,507 | $7.7M | 82,257 | +250+0.30% | Add |
| SSTATE STREETSPSM |
| 0.57% | 0.55% | $6.1M | 146,237 | $5.8M | 135,057 | +11,180+8.28% | Add |
| SSS&C TECH HLDGSSSNC |
| 0.56% | 0.57% | $5.9M | 94,031 | $6.0M | 93,459 | +572+0.61% | Add |
 AMGEN INC COMAMGN |
| 0.54% | 0.5% | $5.7M | 18,277 | $5.3M | 18,506 | -229-1.24% | Reduce |
| CCHARLES RIV LABS INTL INCCRL |
| 0.54% | 0.7% | $5.7M | 27,594 | $7.5M | 27,497 | +97+0.35% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.51% | 0.46% | $5.4M | 72,700 | $4.9M | 67,135 | +5,565+8.29% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.48% | 0.48% | $5.1M | 31,825 | $5.1M | 31,575 | +250+0.79% | Add |
 ARISTA NETWORKS INCANET |
| 0.47% | 0.39% | $5.0M | 14,299 | $4.1M | 14,286 | +13+0.09% | Add |
