 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 3.94% | 4.17% | $6.0M | 8 | $5.7M | 8 | 00.00% | Unchanged |
| GGLOBAL X FDSCLIP |
| 3.78% | 5.86% | $5.7M | 57,295 | $8.1M | 80,425 | -23,130-28.76% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.6% | 3.61% | $5.5M | 16,711 | $5.0M | 16,888 | -177-1.05% | Reduce |
 APPLE INCAAPL |
| 3.5% | 3.6% | $5.3M | 18,390 | $5.0M | 19,518 | -1,128-5.78% | Reduce |
 ALPHABET INCGOOGL |
| 3.01% | 2.81% | $4.6M | 12,833 | $3.9M | 13,484 | -651-4.83% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3% | 2.74% | $4.6M | 22,800 | $3.8M | 21,642 | +1,158+5.35% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.43% | 2.47% | $3.7M | 5,385 | $3.4M | 5,697 | -312-5.48% | Reduce |
 BROADCOM INCAVGO |
| 2.22% | 1.99% | $3.4M | 8,953 | $2.7M | 8,874 | +79+0.89% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 2.2% | 2.14% | $3.3M | 3,303 | $3.0M | 3,492 | -189-5.41% | Reduce |
 ABBVIE INCABBV |
| 2.12% | 2.05% | $3.2M | 12,795 | $2.8M | 13,014 | -219-1.68% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.84% | 1.77% | $2.8M | 32,566 | $2.4M | 5,589 | +26,977+482.68% | Add |
 MICROSOFT CORPMSFT |
| 1.69% | 1.66% | $2.6M | 6,911 | $2.3M | 6,192 | +719+11.61% | Add |
 HOME DEPOT INCHD |
| 1.59% | 1.52% | $2.4M | 6,862 | $2.1M | 6,351 | +511+8.05% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.58% | 1.63% | $2.4M | 3,214 | $2.2M | 3,449 | -235-6.81% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.35% | 1.42% | $2.1M | 8,084 | $2.0M | 7,994 | +90+1.13% | Add |
 VISA INCV |
| 1.24% | 1.3% | $1.9M | 5,519 | $1.8M | 5,931 | -412-6.95% | Reduce |
 EMERSON ELEC COEMR |
| 1.23% | 1.24% | $1.9M | 13,034 | $1.7M | 13,070 | -36-0.28% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.19% | 1.19% | $1.8M | 4,905 | $1.6M | 5,118 | -213-4.16% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 1.18% | 1.2% | $1.8M | 11,424 | $1.7M | 12,002 | -578-4.82% | Reduce |
 CISCO SYS INCCSCO |
| 1.13% | 1.01% | $1.7M | 14,596 | $1.4M | 17,879 | -3,283-18.36% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.08% | — | $1.6M | 49,185 | $0 | 0 | +49,185 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.06% | 0.48% | $1.6M | 1,673 | $655,414 | 1,673 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.06% | 0.97% | $1.6M | 6,771 | $1.3M | 6,427 | +344+5.35% | Add |
| IISHARES TRIWD |
| 1.06% | 1.06% | $1.6M | 6,629 | $1.5M | 6,806 | -177-2.60% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.04% | 0.98% | $1.6M | 4,479 | $1.4M | 4,711 | -232-4.92% | Reduce |
 META PLATFORMS INCMETA |
| 1.04% | 1.07% | $1.6M | 2,796 | $1.5M | 2,584 | +212+8.20% | Add |
| IISHARES COREIJH |
| 0.97% | 0.98% | $1.5M | 19,070 | $1.3M | 19,908 | -838-4.21% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 0.92% | 0.84% | $1.4M | 27,785 | $1.2M | 25,485 | +2,300+9.02% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.88% | 0.99% | $1.3M | 2,661 | $1.4M | 2,839 | -178-6.27% | Reduce |
| AAMPLIFY ETF TRDIVO |
| 0.86% | 1.01% | $1.3M | 28,576 | $1.4M | 30,950 | -2,374-7.67% | Reduce |
| IISHARES RUSSELLIWF |
| 0.85% | 0.81% | $1.3M | 10,472 | $1.1M | 2,618 | +7,854+300.00% | Add |
 INTEL CORPINTC |
| 0.83% | 0.39% | $1.3M | 9,092 | $538,739 | 12,208 | -3,116-25.52% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.83% | 0.86% | $1.3M | 2,416 | $1.2M | 2,556 | -140-5.48% | Reduce |
 WALMART INCWMT |
| 0.82% | 1.13% | $1.3M | 11,053 | $1.6M | 12,525 | -1,472-11.75% | Reduce |
 SOUTHERN COSO |
| 0.81% | 0.89% | $1.2M | 12,844 | $1.2M | 12,656 | +188+1.49% | Add |
 CHEVRON CORPORATIONCVX |
| 0.81% | 1.14% | $1.2M | 7,411 | $1.6M | 7,582 | -171-2.26% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.79% | 0.79% | $1.2M | 8,233 | $1.1M | 7,495 | +738+9.85% | Add |
 EMCOR GROUP INCEME |
| 0.78% | 0.83% | $1.2M | 1,435 | $1.1M | 1,541 | -106-6.88% | Reduce |
 CSX CORPCSX |
| 0.76% | 0.78% | $1.2M | 24,437 | $1.1M | 26,082 | -1,645-6.31% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.76% | 0.61% | $1.1M | 1,560 | $841,528 | 1,458 | +102+7.00% | Add |
 RTX CORPORATIONRTX |
| 0.75% | 0.94% | $1.1M | 6,048 | $1.3M | 6,739 | -691-10.25% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.74% | 0.8% | $1.1M | 19,878 | $1.1M | 22,659 | -2,781-12.27% | Reduce |
 ONEOK INC NEWOKE |
| 0.73% | 0.83% | $1.1M | 12,728 | $1.2M | 12,728 | 00.00% | Unchanged |
| IISHARES S&PIUSG |
| 0.72% | 0.65% | $1.1M | 5,814 | $901,718 | 5,813 | +1+0.02% | Add |
| IINVESCO EXCH TRADED FD TR IIIDHQ |
| 0.68% | 0.65% | $1.0M | 22,811 | $892,939 | 24,660 | -1,849-7.50% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.65% | 0.66% | $986,649 | 4,918 | $905,583 | 4,964 | -46-0.93% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.64% | 0.61% | $968,206 | 3,443 | $835,034 | 3,445 | -2-0.06% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.6% | 0.29% | $917,787 | 8,361 | $404,209 | 4,190 | +4,171+99.55% | Add |
 COLGATE PALMOLIVE COCL |
| 0.59% | 0.58% | $901,123 | 9,829 | $795,622 | 9,335 | +494+5.29% | Add |
 SHOPIFY INCSHOP |
| 0.57% | 0.64% | $861,488 | 7,545 | $875,890 | 7,384 | +161+2.18% | Add |
