 NVIDIA CORPORATIONNVDA |
| 6.85% | 6.75% | $55.7M | 278,401 | $48.3M | 277,107 | +1,294+0.47% | Add |
| IISHARES TRIVV |
| 5.29% | 4.76% | $43.0M | 57,462 | $34.1M | 52,189 | +5,273+10.10% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.14% | 5.08% | $41.8M | 55,809 | $36.4M | 55,809 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 3.9% | 4.35% | $31.7M | 85,106 | $31.2M | 84,164 | +942+1.12% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 3.83% | 3.91% | $31.1M | 371,365 | $28.0M | 372,903 | -1,538-0.41% | Reduce |
 ELI LILLY & COLLY |
| 3.58% | 3.06% | $29.1M | 24,259 | $21.9M | 23,804 | +455+1.91% | Add |
| AAlphabet Inc Class CGOOG |
| 3.43% | 3.38% | $27.9M | 78,891 | $24.2M | 84,314 | -5,423-6.43% | Reduce |
 APPLE INCAAPL |
| 3.32% | 3.33% | $27.0M | 93,332 | $23.9M | 94,025 | -693-0.74% | Reduce |
 AMAZON COM INCAMZN |
| 2.17% | 2.12% | $17.7M | 74,099 | $15.2M | 73,030 | +1,069+1.46% | Add |
 RTX CORPORATIONRTX |
| 1.98% | 2.24% | $16.1M | 84,674 | $16.1M | 83,328 | +1,346+1.62% | Add |
 JPMORGAN CHASE & COJPM |
| 1.92% | 1.93% | $15.6M | 47,709 | $13.8M | 47,074 | +635+1.35% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.78% | 1.68% | $14.5M | 39,163 | $12.0M | 37,512 | +1,651+4.40% | Add |
 APPLIED MATLS INCAMAT |
| 1.63% | 0.87% | $13.2M | 18,326 | $6.2M | 18,256 | +70+0.38% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 1.51% | 1.73% | $12.3M | 149,814 | $12.4M | 149,814 | 00.00% | Unchanged |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 1.3% | 1.64% | $10.5M | 209,507 | $11.7M | 233,249 | -23,742-10.18% | Reduce |
 DEERE & CODE |
| 1.26% | 1.31% | $10.2M | 16,089 | $9.4M | 16,630 | -541-3.25% | Reduce |
 ALPHABET INCGOOGL |
| 1.17% | 0.98% | $9.5M | 26,702 | $7.0M | 24,369 | +2,333+9.57% | Add |
 ABBVIE INCABBV |
| 1.12% | 1.93% | $9.1M | 36,055 | $13.8M | 63,513 | -27,458-43.23% | Reduce |
 COCA COLA COKO |
| 1.11% | 1.16% | $9.0M | 110,237 | $8.3M | 108,413 | +1,824+1.68% | Add |
 PROCTER & GAMBLE COPG |
| 1.08% | 1.2% | $8.8M | 59,872 | $8.6M | 59,720 | +152+0.25% | Add |
 ARISTA NETWORKS INCANET |
| 1.03% | 0.85% | $8.4M | 49,523 | $6.1M | 49,765 | -242-0.49% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.02% | 1.02% | $8.3M | 36,768 | $7.3M | 35,795 | +973+2.72% | Add |
 PALO ALTOPANW |
| 1.01% | 0.55% | $8.2M | 24,159 | $3.9M | 24,538 | -379-1.54% | Reduce |
| IISHARES TRGVI |
| 0.99% | 0.56% | $8.0M | 75,455 | $4.0M | 37,858 | +37,597+99.31% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.97% | 1.22% | $7.9M | 19,820 | $8.8M | 19,030 | +790+4.15% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.96% | 1.03% | $7.8M | 30,573 | $7.3M | 30,055 | +518+1.72% | Add |
 CISCO SYS INCCSCO |
| 0.91% | 0.7% | $7.4M | 62,978 | $5.0M | 64,852 | -1,874-2.89% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.9% | 1.14% | $7.3M | 80,795 | $8.2M | 79,639 | +1,156+1.45% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.88% | 1.38% | $7.2M | 61,439 | $9.9M | 67,459 | -6,020-8.92% | Reduce |
 GE VERNOVA INCGEV |
| 0.86% | 0.6% | $7.0M | 5,945 | $4.3M | 4,884 | +1,061+21.72% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.84% | 0.99% | $6.9M | 7,335 | $7.1M | 7,099 | +236+3.32% | Add |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.83% | 1.06% | $6.8M | 137,370 | $7.6M | 137,263 | +107+0.08% | Add |
 HOME DEPOT INCHD |
| 0.8% | 0.84% | $6.5M | 18,390 | $6.0M | 18,301 | +89+0.49% | Add |
 EXXON MOBIL CORPXOM |
| 0.71% | 0.99% | $5.8M | 42,490 | $7.1M | 41,854 | +636+1.52% | Add |
 EMERSON ELEC COEMR |
| 0.67% | 0.69% | $5.5M | 38,307 | $5.0M | 37,927 | +380+1.00% | Add |
 BROADCOM INCAVGO |
| 0.66% | 0.54% | $5.4M | 14,210 | $3.9M | 12,564 | +1,646+13.10% | Add |
| IISHARES TRIEFA |
| 0.65% | 0.67% | $5.3M | 54,839 | $4.8M | 53,077 | +1,762+3.32% | Add |
 BLACKROCK INC COMBLK |
| 0.65% | 0.72% | $5.2M | 5,457 | $5.2M | 5,369 | +88+1.64% | Add |
 CHEVRON CORPORATIONCVX |
| 0.64% | 0.92% | $5.2M | 31,469 | $6.6M | 31,907 | -438-1.37% | Reduce |
 MCDONALDS CORPMCD |
| 0.63% | 0.82% | $5.1M | 19,028 | $5.9M | 19,009 | +19+0.10% | Add |
| SSPDR SERIES TRUSTSPTM |
| 0.63% | 0.63% | $5.1M | 56,318 | $4.5M | 57,447 | -1,129-1.97% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.61% | 0.5% | $5.0M | 45,318 | $3.6M | 36,919 | +8,399+22.75% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.6% | 0.69% | $4.9M | 62,108 | $4.9M | 62,108 | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 0.58% | 0.69% | $4.7M | 54,027 | $5.0M | 53,315 | +712+1.34% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.56% | 0.77% | $4.6M | 15,626 | $5.5M | 19,025 | -3,399-17.87% | Reduce |
 PEPSICO INCPEP |
| 0.56% | 0.71% | $4.5M | 33,402 | $5.1M | 32,798 | +604+1.84% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.52% | 0.15% | $4.2M | 3,677 | $1.0M | 3,105 | +572+18.42% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.52% | 0.57% | $4.2M | 72,897 | $4.1M | 70,192 | +2,705+3.85% | Add |
| IISHARES 7-10YRIEF |
| 0.52% | 0.58% | $4.2M | 44,702 | $4.2M | 43,679 | +1,023+2.34% | Add |
| VVANGUARD BD INDEX FDSVUSB |
| 0.48% | 0.54% | $3.9M | 77,866 | $3.9M | 77,866 | 00.00% | Unchanged |
