| VVANGUARD INDEX FDSVOO |
| 11.27% | 11.24% | $23.9M | 34,766 | $20.7M | 34,697 | +69+0.20% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 10.32% | 10.48% | $21.9M | 29,280 | $19.3M | 29,747 | -467-1.57% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 8.33% | 7.86% | $17.6M | 204,753 | $14.5M | 33,194 | +171,559+516.84% | Add |
| VVANGUARD INDEX FDSVTV |
| 7.19% | 7.22% | $15.2M | 69,929 | $13.3M | 67,893 | +2,036+3.00% | Add |
| IISHARES TRIVW |
| 6.71% | 6.38% | $14.2M | 103,353 | $11.8M | 104,126 | -773-0.74% | Reduce |
 APPLE INCAAPL |
| 3.67% | 4.03% | $7.8M | 26,900 | $7.4M | 29,279 | -2,379-8.13% | Reduce |
| IISHARES RUSSELLIWM |
| 3.38% | 3.23% | $7.2M | 23,826 | $6.0M | 24,060 | -234-0.97% | Reduce |
 RTX CORPORATIONRTX |
| 3.29% | 5.6% | $7.0M | 36,770 | $10.3M | 53,567 | -16,797-31.36% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.17% | 0.94% | $6.7M | 5,819 | $1.7M | 5,130 | +689+13.43% | Add |
| VVANGUARD S&PIVOG |
| 2.45% | 2.41% | $5.2M | 35,410 | $4.4M | 35,523 | -113-0.32% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.42% | 2.18% | $5.1M | 6,950 | $4.0M | 6,967 | -17-0.24% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 2.24% | 1.79% | $4.7M | 24,919 | $3.3M | 24,863 | +56+0.23% | Add |
| VVANGUARD INDEX FDSVOT |
| 2% | 1.89% | $4.2M | 13,813 | $3.5M | 13,534 | +279+2.06% | Add |
 MICROSOFT CORPMSFT |
| 1.9% | 2.02% | $4.0M | 10,770 | $3.7M | 10,075 | +695+6.90% | Add |
| SSTATE STREETXLI |
| 1.66% | 1.65% | $3.5M | 18,971 | $3.1M | 18,869 | +102+0.54% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.54% | 1.62% | $3.3M | 20,521 | $3.0M | 20,438 | +83+0.41% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 1.49% | 1.77% | $3.2M | 29,552 | $3.3M | 29,491 | +61+0.21% | Add |
 LAM RESEARCH CORPLRCX |
| 1.41% | 0.7% | $3.0M | 6,884 | $1.3M | 6,085 | +799+13.13% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.15% | 1.09% | $2.4M | 12,194 | $2.0M | 11,560 | +634+5.48% | Add |
 APPLIED MATLS INCAMAT |
| 1.15% | 0.64% | $2.4M | 3,362 | $1.2M | 3,435 | -73-2.13% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.06% | 1.03% | $2.2M | 7,953 | $1.9M | 7,843 | +110+1.40% | Add |
| EEVERUS CONSTR GROUPECG |
| 1.02% | 0.84% | $2.2M | 13,067 | $1.5M | 13,067 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.93% | 0.37% | $2.0M | 4,584 | $676,051 | 4,119 | +465+11.29% | Add |
 VISA INCV |
| 0.93% | 0.88% | $2.0M | 5,720 | $1.6M | 5,372 | +348+6.48% | Add |
 BROADCOM INCAVGO |
| 0.78% | 0.56% | $1.7M | 4,379 | $1.0M | 3,311 | +1,068+32.26% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.68% | 0.76% | $1.4M | 2,803 | $1.4M | 2,823 | -20-0.71% | Reduce |
 ALPHABET INCGOOGL |
| 0.66% | 0.53% | $1.4M | 3,904 | $984,374 | 3,423 | +481+14.05% | Add |
 ABBVIE INCABBV |
| 0.6% | 0.55% | $1.3M | 5,070 | $1.0M | 4,686 | +384+8.19% | Add |
| AAMEREN CORP COMDHS |
| 0.56% | 0.63% | $1.2M | 10,547 | $1.2M | 10,524 | +23+0.22% | Add |
 PALO ALTOPANW |
| 0.54% | 0.25% | $1.1M | 3,339 | $458,355 | 2,859 | +480+16.79% | Add |
 MDU RES GROUP INCMDU |
| 0.52% | 0.59% | $1.1M | 52,269 | $1.1M | 52,269 | 00.00% | Unchanged |
| KKNIFE RIVER CORPKNF |
| 0.52% | 0.58% | $1.1M | 13,067 | $1.1M | 13,067 | 00.00% | Unchanged |
 CARDINAL HEALTH INCCAH |
| 0.51% | 0.45% | $1.1M | 4,585 | $824,916 | 3,904 | +681+17.44% | Add |
 META PLATFORMS INCMETA |
| 0.46% | 0.49% | $974,055 | 1,729 | $906,372 | 1,584 | +145+9.15% | Add |
 VERTIV HOLDINGS COVRT |
| 0.42% | 0.3% | $887,943 | 2,652 | $553,782 | 2,210 | +442+20.00% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.4% | 0.14% | $842,501 | 3,098 | $264,525 | 2,818 | +280+9.94% | Add |
 ALTRIA GROUP INCMO |
| 0.38% | 0.34% | $806,931 | 11,215 | $633,297 | 9,597 | +1,618+16.86% | Add |
 ARISTA NETWORKS INCANET |
| 0.38% | 0.27% | $797,927 | 4,697 | $503,398 | 4,100 | +597+14.56% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.36% | 0.18% | $756,271 | 991 | $339,267 | 869 | +122+14.04% | Add |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.32% | $726,073 | 2,055 | $589,461 | 2,055 | 00.00% | Unchanged |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.34% | 0.38% | $715,433 | 2,462 | $701,345 | 2,032 | +430+21.16% | Add |
 WALMART INCWMT |
| 0.33% | 0.42% | $694,956 | 6,136 | $780,874 | 6,283 | -147-2.34% | Reduce |
 ORACLE CORPORCL |
| 0.33% | 0.32% | $692,047 | 4,722 | $588,027 | 3,997 | +725+18.14% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.32% | 0.23% | $671,448 | 1,789 | $420,417 | 1,513 | +276+18.24% | Add |
 COMMERCE BANCSHARES INCCBSH |
| 0.3% | — | $642,507 | 11,126 | $0 | 0 | +11,126 | New Buy |
 AMAZON COM INCAMZN |
| 0.3% | 0.3% | $640,419 | 2,687 | $552,541 | 2,653 | +34+1.28% | Add |
 NETFLIX INCNFLX |
| 0.29% | 0.61% | $609,470 | 8,536 | $1.1M | 11,769 | -3,233-27.47% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.29% | 0.27% | $605,627 | 4,188 | $506,787 | 4,272 | -84-1.97% | Reduce |
 MARATHON PETE CORPMPC |
| 0.28% | 0.32% | $600,057 | 2,347 | $581,881 | 2,383 | -36-1.51% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.27% | 0.2% | $580,435 | 1,397 | $374,418 | 1,384 | +13+0.94% | Add |
