ALPHABET INCGOOGL |
| 5.49% | 5.19% | $451.8M | 1.3M | $383.2M | 1.3M | -68,271-5.12% | Reduce |
| IISHARES COREIJH |
| 5.47% | 5.29% | $449.6M | 5.8M | $390.5M | 5.8M | +48,697+0.84% | Add |
APPLE INCAAPL |
| 4.15% | 4.25% | $341.5M | 1.2M | $313.8M | 1.2M | -56,266-4.55% | Reduce |
MICROSOFT CORPMSFT |
| 4.11% | 4.55% | $337.5M | 904,889 | $335.8M | 907,119 | -2,230-0.25% | Reduce |
AMAZON COM INCAMZN |
| 4.03% | 3.97% | $331.3M | 1.4M | $292.9M | 1.4M | -16,078-1.14% | Reduce |
| VVANGUARD FTSEVEA |
| 3.86% | 3.85% | $317.3M | 4.5M | $283.9M | 4.4M | +23,733+0.54% | Add |
NVIDIA CORPORATIONNVDA |
| 3.43% | 3.51% | $282.0M | 1.4M | $258.9M | 1.5M | -75,007-5.05% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 2.9% | 3.28% | $238.1M | 318 | $242.0M | 337 | -19-5.64% | Reduce |
PALO ALTOPANW |
| 2.81% | 1.43% | $231.4M | 678,562 | $105.2M | 656,421 | +22,141+3.37% | Add |
| VVANGUARD FSTEVWO |
| 2.53% | 2.53% | $207.7M | 3.5M | $186.8M | 3.5M | +23,605+0.68% | Add |
| IISHARES COREIJR |
| 2.41% | 2.26% | $197.8M | 1.3M | $166.8M | 1.3M | -8,306-0.62% | Reduce |
MASTERCARD INCORPORATEDMA |
| 2.35% | 2.56% | $193.6M | 376,973 | $189.0M | 378,188 | -1,215-0.32% | Reduce |
| IISHARES TRIVV |
| 2.25% | 2.06% | $185.0M | 246,971 | $151.7M | 232,208 | +14,763+6.36% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.21% | 2.31% | $181.4M | 362,572 | $170.1M | 354,987 | +7,585+2.14% | Add |
JPMORGAN CHASE & COJPM |
| 1.95% | 1.97% | $160.1M | 489,080 | $145.0M | 493,072 | -3,992-0.81% | Reduce |
BROADCOM INCAVGO |
| 1.88% | 1.41% | $154.7M | 409,492 | $103.8M | 335,238 | +74,254+22.15% | Add |
KLA CORPKLAC |
| 1.83% | 0.83% | $150.4M | 498,542 | $61.5M | 41,745 | +456,797+1,094.26% | Add |
VISA INCV |
| 1.69% | 1.66% | $139.1M | 405,537 | $122.6M | 405,777 | -240-0.06% | Reduce |
OLD DOMINION FREIGHT LINE INODFL |
| 1.69% | 1.7% | $138.9M | 641,260 | $125.5M | 642,375 | -1,115-0.17% | Reduce |
UNION PAC CORPUNP |
| 1.59% | 1.95% | $130.6M | 480,021 | $144.2M | 594,231 | -114,210-19.22% | Reduce |
CASEYS GEN STORES INCCASY |
| 1.51% | 1.54% | $123.8M | 155,740 | $113.4M | 155,741 | -1-0.00% | Reduce |
META PLATFORMS INCMETA |
| 1.28% | 1.43% | $105.1M | 186,651 | $105.6M | 184,587 | +2,064+1.12% | Add |
S&P GLOBAL INCSPGI |
| 1.23% | 1.37% | $100.8M | 247,443 | $101.0M | 237,483 | +9,960+4.19% | Add |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.14% | $99.8M | 282,417 | $84.0M | 292,816 | -10,399-3.55% | Reduce |
UNITED RENTALS INCURI |
| 1.2% | 0.71% | $98.5M | 86,985 | $52.7M | 72,398 | +14,587+20.15% | Add |
LOWES COS INC COMLOW |
| 1.18% | 1.43% | $97.0M | 439,775 | $105.7M | 447,160 | -7,385-1.65% | Reduce |
PROGRESSIVE CORPPGR |
| 1.02% | 1.05% | $84.0M | 384,540 | $77.8M | 392,581 | -8,041-2.05% | Reduce |
| LLITHIA MTRS INCLAD |
| 0.98% | 0.96% | $80.8M | 278,265 | $71.2M | 285,062 | -6,797-2.38% | Reduce |
| IISHARES RUSSELLIWF |
| 0.98% | 0.95% | $80.8M | 650,736 | $70.0M | 164,182 | +486,554+296.35% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.95% | 0.95% | $78.4M | 368,450 | $69.8M | 363,865 | +4,585+1.26% | Add |
BLACKROCK INC COMBLK |
| 0.91% | 1.01% | $74.9M | 77,933 | $74.9M | 77,841 | +92+0.12% | Add |
INTUITIVE SURGICAL INCISRG |
| 0.91% | 1.05% | $74.7M | 187,721 | $77.2M | 167,548 | +20,173+12.04% | Add |
CARLISLE COS INCCSL |
| 0.88% | 0.87% | $72.7M | 200,409 | $64.5M | 193,476 | +6,933+3.58% | Add |
STRYKER CORPORATIONSYK |
| 0.79% | 0.68% | $65.3M | 207,365 | $50.1M | 152,526 | +54,839+35.95% | Add |
CADENCE DESIGN SYSTEM INC COMAYI |
| 0.78% | 0.65% | $64.0M | 170,593 | $48.2M | 173,482 | -2,889-1.67% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.77% | 0.93% | $63.2M | 126,117 | $68.6M | 139,484 | -13,367-9.58% | Reduce |
| IISHARES TRIWD |
| 0.75% | 0.74% | $61.5M | 253,556 | $55.0M | 257,253 | -3,697-1.44% | Reduce |
SERVICENOW INCNOW |
| 0.74% | 0.77% | $60.6M | 610,865 | $56.5M | 540,195 | +70,670+13.08% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.66% | 0.67% | $54.3M | 647,813 | $49.7M | 662,141 | -14,328-2.16% | Reduce |
WELLS FARGO CO NEWWFC |
| 0.66% | 0.7% | $54.2M | 655,304 | $51.9M | 652,244 | +3,060+0.47% | Add |
PARKER-HANNIFIN CORPPH |
| 0.6% | 0.21% | $49.6M | 50,718 | $15.4M | 17,196 | +33,522+194.94% | Add |
INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.59% | 0.84% | $48.7M | 395,731 | $61.9M | 393,435 | +2,296+0.58% | Add |
ABBVIE INCABBV |
| 0.59% | 0.55% | $48.7M | 193,443 | $40.5M | 186,093 | +7,350+3.95% | Add |
US BANCORPUSB |
| 0.59% | 0.55% | $48.3M | 799,540 | $41.0M | 787,487 | +12,053+1.53% | Add |
CINTAS CORP COMCTAS |
| 0.55% | 0.61% | $45.3M | 266,472 | $44.7M | 264,525 | +1,947+0.74% | Add |
AUTOZONE INCAZO |
| 0.53% | 0.58% | $43.2M | 13,524 | $42.5M | 12,581 | +943+7.50% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.51% | 0.61% | $41.9M | 44,758 | $44.8M | 45,009 | -251-0.56% | Reduce |
AMPHENOL CORPAPH |
| 0.47% | 0.37% | $38.5M | 218,564 | $27.4M | 216,478 | +2,086+0.96% | Add |
| FFirst National of Nebraska IncFINN |
| 0.46% | 0.45% | $38.0M | 2,029 | $33.5M | 2,032 | -3-0.15% | Reduce |
HOME DEPOT INCHD |
| 0.46% | 0.47% | $37.6M | 106,516 | $34.8M | 105,906 | +610+0.58% | Add |