 APPLE INCAAPL |
| 34.88% | 34.72% | $40.4M | 139,603 | $35.5M | 139,703 | -100-0.07% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 16.68% | 16.71% | $19.3M | 25,873 | $17.1M | 26,246 | -373-1.42% | Reduce |
| VVANGUARD FTSEVEA |
| 8.72% | 9.25% | $10.1M | 141,696 | $9.4M | 147,413 | -5,717-3.88% | Reduce |
| VVANGUARD TOTALBND |
| 7.41% | 8.29% | $8.6M | 116,839 | $8.5M | 115,028 | +1,811+1.57% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 5.98% | 6.88% | $6.9M | 136,900 | $7.0M | 140,786 | -3,886-2.76% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 3.02% | 2.94% | $3.5M | 14,222 | $3.0M | 14,572 | -350-2.40% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.3% | 2.22% | $2.7M | 3,619 | $2.3M | 3,928 | -309-7.87% | Reduce |
 ALPHABET INCGOOGL |
| 1.79% | 1.64% | $2.1M | 5,810 | $1.7M | 5,810 | 00.00% | Unchanged |
| LLONG TERM GLOBAL GROWTH ETF USDBGGG |
| 1.52% | — | $1.8M | 49,811 | $0 | 0 | +49,811 | New Buy |
| VVANGUARD SMALLVBR |
| 1.27% | 1.35% | $1.5M | 6,047 | $1.4M | 6,351 | -304-4.79% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.23% | 1.35% | $1.4M | 2,855 | $1.4M | 2,878 | -23-0.80% | Reduce |
| VVANGUARD FSTEVWO |
| 1.2% | 1.26% | $1.4M | 23,373 | $1.3M | 23,875 | -502-2.10% | Reduce |
 MICROSOFT CORPMSFT |
| 0.81% | 0.91% | $936,281 | 2,510 | $929,127 | 2,510 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 0.67% | 0.27% | $780,744 | 1,344 | $273,410 | 1,344 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.63% | 0.23% | $731,522 | 5,239 | $231,198 | 5,239 | 00.00% | Unchanged |
 CAPITAL ONE FINL CORPCOF |
| 0.61% | 0.63% | $702,170 | 3,500 | $638,505 | 3,500 | 00.00% | Unchanged |
 MARATHON PETE CORPMPC |
| 0.56% | 0.61% | $653,493 | 2,556 | $624,125 | 2,556 | 00.00% | Unchanged |
| SSCHWAB USSCHX |
| 0.55% | 0.55% | $641,633 | 21,802 | $557,927 | 21,760 | +42+0.19% | Add |
 CISCO SYS INCCSCO |
| 0.54% | 0.4% | $621,716 | 5,293 | $410,684 | 5,293 | 00.00% | Unchanged |
 UMB FINL CORPUMBF |
| 0.53% | 0.47% | $609,443 | 4,269 | $481,501 | 4,269 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.52% | 0.52% | $604,669 | 2,537 | $528,381 | 2,537 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.52% | 0.56% | $599,116 | 2,359 | $576,634 | 2,359 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.42% | 0.43% | $490,995 | 1,500 | $441,240 | 1,500 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.42% | 0.52% | $482,148 | 4,257 | $529,060 | 4,257 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.42% | 0.36% | $480,972 | 401 | $368,828 | 401 | 00.00% | Unchanged |
 GENERAL DYNAMICS CORPGD |
| 0.38% | 0.41% | $436,778 | 1,233 | $423,191 | 1,233 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.37% | 0.51% | $433,950 | 3,174 | $525,777 | 3,099 | +75+2.42% | Add |
 UNION PAC CORPUNP |
| 0.36% | 0.37% | $422,416 | 1,553 | $376,789 | 1,553 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHF |
| 0.36% | 0.37% | $419,018 | 15,127 | $376,250 | 15,202 | -75-0.49% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.31% | 0.31% | $359,562 | 1,797 | $313,397 | 1,797 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.31% | 0.3% | $356,574 | 1,417 | $308,184 | 1,417 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 0.3% | 0.35% | $352,307 | 2,404 | $353,653 | 2,404 | 00.00% | Unchanged |
 AMERICAN EXPRESS COAXP |
| 0.3% | 0.3% | $347,721 | 1,028 | $310,950 | 1,028 | 00.00% | Unchanged |
 LOCKHEED MARTIN CORPLMT |
| 0.29% | 0.39% | $339,301 | 666 | $402,524 | 666 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.28% | 0.29% | $322,780 | 330 | $295,430 | 330 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.27% | 0.33% | $318,388 | 1,444 | $341,189 | 1,444 | 00.00% | Unchanged |
 S&P GLOBAL INCSPGI |
| 0.27% | 0.32% | $311,962 | 766 | $325,811 | 766 | 00.00% | Unchanged |
 STARBUCKS CORPSBUX |
| 0.26% | 0.26% | $306,570 | 3,000 | $268,770 | 3,000 | 00.00% | Unchanged |
| SSCHWAB USSCHA |
| 0.24% | 0.23% | $277,262 | 7,674 | $231,710 | 7,968 | -294-3.69% | Reduce |
 RTX CORPORATIONRTX |
| 0.23% | 0.27% | $268,468 | 1,415 | $272,954 | 1,415 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.23% | 0.24% | $262,140 | 2,040 | $245,392 | 2,040 | 00.00% | Unchanged |
 PHILIP MORRIS INTL INCPM |
| 0.22% | 0.23% | $257,978 | 1,426 | $235,775 | 1,426 | 00.00% | Unchanged |
 COCA COLA COKO |
| 0.21% | 0.23% | $248,768 | 3,061 | $232,790 | 3,061 | 00.00% | Unchanged |
 PROGRESSIVE CORPPGR |
| 0.21% | 0.22% | $246,864 | 1,130 | $224,025 | 1,130 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.21% | 0.28% | $245,400 | 10,191 | $286,164 | 10,191 | 00.00% | Unchanged |
 CUMMINS INCCMI |
| 0.21% | — | $242,492 | 340 | $0 | 0 | +340 | New Buy |
 PROCTER & GAMBLE COPG |
| 0.2% | 0.22% | $226,999 | 1,548 | $223,594 | 1,548 | 00.00% | Unchanged |
 AUTOMATIC DATA PROCESSING INADP |
| 0.2% | 0.2% | $226,862 | 1,013 | $205,822 | 1,013 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.19% | 0.27% | $220,793 | 1,332 | $275,591 | 1,332 | 00.00% | Unchanged |
 WW GRAINGER INCGWW |
| 0.19% | — | $217,664 | 160 | $0 | 0 | +160 | New Buy |
