APPLE INCAAPL |
| 4.4% | 4.35% | $383.1M | 1.3M | $340.0M | 1.3M | -15,584-1.16% | Reduce |
ALPHABET INCGOOGL |
| 3.09% | 2.87% | $269.2M | 753,159 | $224.1M | 779,245 | -26,086-3.35% | Reduce |
| IINVESCO QQQ TRVOO |
| 2.7% | 2.4% | $234.5M | 318,501 | $187.5M | 324,781 | -6,280-1.93% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.24% | 2.21% | $195.0M | 283,931 | $173.1M | 289,629 | -5,698-1.97% | Reduce |
MICROSOFT CORPMSFT |
| 2.18% | 2.34% | $189.8M | 508,949 | $182.6M | 493,183 | +15,766+3.20% | Add |
JPMORGAN CHASE & COJPM |
| 2.09% | 2.12% | $182.2M | 556,645 | $165.5M | 562,636 | -5,991-1.06% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.9% | 1.73% | $165.1M | 467,180 | $135.5M | 472,263 | -5,083-1.08% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.85% | 1.8% | $160.7M | 215,127 | $140.6M | 216,205 | -1,078-0.50% | Reduce |
APPLIED MATLS INCAMAT |
| 1.72% | 1% | $149.2M | 206,404 | $78.5M | 229,565 | -23,161-10.09% | Reduce |
AMAZON COM INCAMZN |
| 1.56% | 1.51% | $135.5M | 568,349 | $117.8M | 565,506 | +2,843+0.50% | Add |
| IISHARES TRSGOV |
| 1.44% | 1.58% | $125.4M | 1.2M | $123.6M | 1.2M | +17,611+1.43% | Add |
| VVANGUARD INDEX FDSVB |
| 1.44% | 1.37% | $124.9M | 412,077 | $106.9M | 408,014 | +4,063+1.00% | Add |
JOHNSON & JOHNSONJNJ |
| 1.2% | 1.31% | $104.8M | 412,665 | $102.3M | 418,660 | -5,995-1.43% | Reduce |
| VVANGUARD FTSEVEA |
| 1.18% | 1.09% | $102.7M | 1.4M | $85.6M | 1.3M | +106,228+7.96% | Add |
| VVANGUARD FSTEVWO |
| 1.12% | 1.15% | $97.5M | 1.6M | $89.8M | 1.7M | -28,175-1.70% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 1.11% | 1.24% | $96.8M | 1.3M | $96.7M | 1.3M | +8,298+0.66% | Add |
ELI LILLY & COLLY |
| 1.08% | 0.91% | $93.6M | 78,019 | $71.1M | 77,353 | +666+0.86% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.99% | 0.97% | $86.3M | 405,664 | $75.5M | 393,248 | +12,416+3.16% | Add |
VISA INCV |
| 0.99% | 0.95% | $85.8M | 250,198 | $74.3M | 245,709 | +4,489+1.83% | Add |
| IISHARES COREIJR |
| 0.95% | 0.87% | $82.4M | 555,266 | $67.9M | 546,598 | +8,668+1.59% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 0.93% | 1.03% | $81.3M | 1.0M | $80.8M | 1.0M | +13,177+1.28% | Add |
| VVANGUARD MIDVO |
| 0.91% | 0.9% | $79.1M | 981,870 | $70.5M | 245,379 | +736,491+300.14% | Add |
CISCO SYS INCCSCO |
| 0.87% | 0.65% | $75.9M | 646,058 | $51.1M | 658,667 | -12,609-1.91% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.86% | 1.02% | $75.1M | 80,301 | $79.8M | 80,069 | +232+0.29% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.84% | 0.9% | $73.4M | 146,688 | $70.6M | 147,357 | -669-0.45% | Reduce |
META PLATFORMS INCMETA |
| 0.84% | 0.88% | $73.0M | 129,600 | $68.6M | 119,898 | +9,702+8.09% | Add |
EXXON MOBIL CORPXOM |
| 0.84% | 1.54% | $72.9M | 533,512 | $120.8M | 711,800 | -178,288-25.05% | Reduce |
| FFIDELITY MERRIMACK STR TRFBND |
| 0.84% | 0.85% | $72.9M | 1.6M | $66.6M | 1.5M | +143,429+9.83% | Add |
MERCK & CO INCMRK |
| 0.83% | 0.87% | $72.4M | 563,132 | $67.9M | 564,709 | -1,577-0.28% | Reduce |
NVIDIA CORPORATIONNVDA |
| 0.82% | 0.77% | $71.3M | 356,579 | $60.1M | 344,869 | +11,710+3.40% | Add |
| VVANGUARD WORLD FDVGT |
| 0.79% | 0.66% | $68.7M | 574,522 | $51.6M | 73,957 | +500,565+676.83% | Add |
CATERPILLAR INCCAT |
| 0.78% | 0.59% | $68.2M | 64,086 | $46.2M | 65,268 | -1,182-1.81% | Reduce |
HOME DEPOT INCHD |
| 0.77% | 0.8% | $67.3M | 190,695 | $62.3M | 189,476 | +1,219+0.64% | Add |
TJX COS INC NEWTJX |
| 0.75% | 0.89% | $65.6M | 433,015 | $69.4M | 434,715 | -1,700-0.39% | Reduce |
UNION PAC CORPUNP |
| 0.74% | 0.75% | $64.3M | 236,463 | $58.6M | 241,614 | -5,151-2.13% | Reduce |
| IISHARES TRIVV |
| 0.71% | 0.64% | $61.4M | 81,997 | $50.1M | 76,735 | +5,262+6.86% | Add |
BLACKROCK INC COMBLK |
| 0.68% | 0.75% | $59.6M | 61,965 | $59.0M | 61,303 | +662+1.08% | Add |
ASML HLDG NVASML |
| 0.65% | 0.5% | $56.2M | 28,265 | $38.7M | 29,328 | -1,063-3.62% | Reduce |
CHEVRON CORPORATIONCVX |
| 0.64% | 0.89% | $55.5M | 334,963 | $70.0M | 338,138 | -3,175-0.94% | Reduce |
FIDELITY NATL FINL INCFNF |
| 0.63% | 0.69% | $55.1M | 1.2M | $54.2M | 1.2M | -194-0.02% | Reduce |
| IISHARES RUSSELLIWM |
| 0.63% | 0.58% | $54.8M | 182,330 | $45.5M | 183,625 | -1,295-0.71% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.63% | 0.72% | $54.4M | 620,057 | $56.5M | 608,650 | +11,407+1.87% | Add |
ABBVIE INCABBV |
| 0.61% | 0.59% | $52.7M | 209,332 | $46.1M | 212,011 | -2,679-1.26% | Reduce |
BROADCOM INCAVGO |
| 0.59% | 0.51% | $51.7M | 136,786 | $40.2M | 130,023 | +6,763+5.20% | Add |
CUMMINS INCCMI |
| 0.57% | 0.48% | $49.3M | 69,069 | $37.8M | 70,283 | -1,214-1.73% | Reduce |
RTX CORPORATIONRTX |
| 0.56% | 0.64% | $48.8M | 257,310 | $50.1M | 259,746 | -2,436-0.94% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.54% | 0.54% | $47.3M | 490,211 | $42.4M | 477,833 | +12,378+2.59% | Add |
PEPSICO INCPEP |
| 0.54% | 0.69% | $47.0M | 347,314 | $54.3M | 349,355 | -2,041-0.58% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.54% | 0.51% | $46.9M | 190,638 | $39.7M | 190,887 | -249-0.13% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.53% | 0.55% | $46.1M | 393,431 | $43.3M | 397,430 | -3,999-1.01% | Reduce |