 WALMART INCWMT |
| 21.76% | 26.13% | $113.0M | 998,049 | $124.4M | 1.0M | -2,530-0.25% | Reduce |
 APPLE INCAAPL |
| 5.25% | 5.05% | $27.3M | 94,247 | $24.0M | 94,647 | -400-0.42% | Reduce |
| IISHARES TRIVV |
| 5% | 4.06% | $26.0M | 34,653 | $19.3M | 29,544 | +5,109+17.29% | Add |
 APPLIED MATLS INCAMAT |
| 3.97% | 2.05% | $20.6M | 28,502 | $9.8M | 28,542 | -40-0.14% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.6% | 3.47% | $18.7M | 25,012 | $16.5M | 25,417 | -405-1.59% | Reduce |
| IISHARES TRDGRO |
| 2.88% | 2.22% | $15.0M | 197,441 | $10.5M | 150,236 | +47,205+31.42% | Add |
 MICROSOFT CORPMSFT |
| 2.83% | 3.14% | $14.7M | 39,470 | $14.9M | 40,370 | -900-2.23% | Reduce |
 ALPHABET INCGOOGL |
| 2.62% | 2.33% | $13.6M | 38,040 | $11.1M | 38,540 | -500-1.30% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.09% | 1.91% | $10.8M | 10,719 | $9.1M | 10,719 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVXF |
| 2.08% | 1.54% | $10.8M | 43,846 | $7.3M | 35,701 | +8,145+22.81% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.99% | 2.31% | $10.3M | 11,051 | $11.0M | 11,051 | 00.00% | Unchanged |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.83% | 1.85% | $9.5M | 33,808 | $8.8M | 36,248 | -2,440-6.73% | Reduce |
 CATERPILLAR INCCAT |
| 1.8% | 1.31% | $9.3M | 8,768 | $6.2M | 8,768 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.63% | 1.83% | $8.5M | 57,913 | $8.7M | 59,172 | -1,259-2.13% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.56% | 1.14% | $8.1M | 94,273 | $5.4M | 12,387 | +81,886+661.06% | Add |
| IISHARES TRIEFA |
| 1.48% | 1.48% | $7.7M | 79,668 | $7.1M | 78,042 | +1,626+2.08% | Add |
 ABBVIE INCABBV |
| 1.38% | 1.32% | $7.2M | 28,504 | $6.3M | 28,804 | -300-1.04% | Reduce |
 DEERE & CODE |
| 1.36% | 1.32% | $7.1M | 11,167 | $6.3M | 11,167 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 1.29% | 1.79% | $6.7M | 48,828 | $8.5M | 50,209 | -1,381-2.75% | Reduce |
 CUMMINS INCCMI |
| 1.27% | 1.09% | $6.6M | 9,240 | $5.2M | 9,640 | -400-4.15% | Reduce |
 CHEVRON CORPORATIONCVX |
| 1.22% | 1.71% | $6.3M | 38,129 | $8.1M | 39,329 | -1,200-3.05% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 1.13% | 0.96% | $5.8M | 112,942 | $4.6M | 97,454 | +15,488+15.89% | Add |
 KLA CORPKLAC |
| 1.11% | 0.59% | $5.7M | 19,050 | $2.8M | 1,908 | +17,142+898.43% | Add |
 MCDONALDS CORPMCD |
| 1.06% | 1.63% | $5.5M | 20,285 | $7.8M | 24,958 | -4,673-18.72% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.02% | 0.89% | $5.3M | 13,277 | $4.2M | 13,277 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 1.01% | 0.99% | $5.2M | 16,013 | $4.7M | 16,013 | 00.00% | Unchanged |
 TJX COS INC NEWTJX |
| 1% | 1.15% | $5.2M | 34,290 | $5.5M | 34,290 | 00.00% | Unchanged |
| SSCHWAB USSCHA |
| 0.92% | 0.85% | $4.8M | 132,089 | $4.0M | 138,370 | -6,281-4.54% | Reduce |
 META PLATFORMS INCMETA |
| 0.91% | 1.01% | $4.7M | 8,365 | $4.8M | 8,365 | 00.00% | Unchanged |
| WWORLD GOLD TRGLD |
| 0.9% | 1.04% | $4.7M | 58,843 | $4.9M | 53,300 | +5,543+10.40% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.85% | 0.32% | $4.4M | 14,870 | $1.5M | 15,188 | -318-2.09% | Reduce |
 AMAZON COM INCAMZN |
| 0.81% | 0.7% | $4.2M | 17,737 | $3.3M | 16,060 | +1,677+10.44% | Add |
 COCA COLA COKO |
| 0.77% | 0.81% | $4.0M | 48,957 | $3.9M | 50,857 | -1,900-3.74% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.76% | 0.55% | $4.0M | 13,296 | $2.6M | 13,496 | -200-1.48% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.76% | 0.61% | $4.0M | 19,744 | $2.9M | 16,524 | +3,220+19.49% | Add |
 ELECTRONIC ARTS INCEA |
| 0.75% | 0.85% | $3.9M | 18,957 | $4.1M | 19,923 | -966-4.85% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.76% | $3.7M | 14,760 | $3.6M | 14,860 | -100-0.67% | Reduce |
 CISCO SYS INCCSCO |
| 0.69% | 0.5% | $3.6M | 30,586 | $2.4M | 30,586 | 00.00% | Unchanged |
 CME GROUP INCCME |
| 0.62% | 0.91% | $3.2M | 14,643 | $4.3M | 14,643 | 00.00% | Unchanged |
 VISA INCV |
| 0.58% | 0.56% | $3.0M | 8,844 | $2.7M | 8,884 | -40-0.45% | Reduce |
 LOWES COS INC COMLOW |
| 0.53% | 0.72% | $2.8M | 12,498 | $3.4M | 14,509 | -2,011-13.86% | Reduce |
 SOUTHERN COSO |
| 0.53% | 0.59% | $2.8M | 28,756 | $2.8M | 29,056 | -300-1.03% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.51% | 0.16% | $2.6M | 4,553 | $763,269 | 3,752 | +801+21.35% | Add |
 YUM BRANDS INC COMYUM |
| 0.5% | 0.54% | $2.6M | 16,358 | $2.6M | 16,600 | -242-1.46% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.5% | 0.48% | $2.6M | 3,667 | $2.3M | 3,677 | -10-0.27% | Reduce |
 AMGEN INC COMAMGN |
| 0.44% | 0.47% | $2.3M | 6,304 | $2.2M | 6,304 | 00.00% | Unchanged |
| FFRANKLIN TEMPLETON ETF TRFLIN |
| 0.43% | 0.4% | $2.2M | 62,375 | $1.9M | 57,096 | +5,279+9.25% | Add |
 EMERSON ELEC COEMR |
| 0.4% | 0.4% | $2.1M | 14,386 | $1.9M | 14,386 | 00.00% | Unchanged |
| VVANGUARD WHITEHALL FDSVNQ |
| 0.38% | 0.39% | $2.0M | 21,409 | $1.9M | 21,139 | +270+1.28% | Add |
 TRAVELERS COSTRV |
| 0.37% | 0.37% | $1.9M | 5,791 | $1.7M | 5,964 | -173-2.90% | Reduce |
