| VVANGUARD INTL EQUITY INDEX FVEU |
| 6.61% | 6.38% | $183.2M | 2.2M | $161.4M | 2.1M | +38,325+1.78% | Add |
ALPHABET INCGOOGL |
| 6.37% | 5.98% | $176.6M | 494,124 | $151.3M | 526,030 | -31,906-6.07% | Reduce |
APPLE INCAAPL |
| 5.54% | 5.41% | $153.6M | 530,934 | $136.8M | 538,950 | -8,016-1.49% | Reduce |
NVIDIA CORPORATIONNVDA |
| 4.52% | 3.76% | $125.3M | 626,042 | $95.0M | 544,821 | +81,221+14.91% | Add |
MICROSOFT CORPMSFT |
| 3.69% | 4.08% | $102.4M | 274,435 | $103.2M | 278,816 | -4,381-1.57% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.22% | 3.45% | $89.3M | 178,472 | $87.3M | 182,104 | -3,632-1.99% | Reduce |
AMPHENOL CORPAPH |
| 2.91% | 2.37% | $80.7M | 456,878 | $60.1M | 474,544 | -17,666-3.72% | Reduce |
AMAZON COM INCAMZN |
| 2.89% | 2.78% | $80.0M | 335,792 | $70.3M | 337,499 | -1,707-0.51% | Reduce |
TJX COS INC NEWTJX |
| 2.25% | 2.69% | $62.3M | 411,442 | $68.0M | 425,844 | -14,402-3.38% | Reduce |
VISA INCV |
| 2.2% | 2.16% | $60.9M | 177,386 | $54.5M | 180,449 | -3,063-1.70% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.18% | 1.74% | $60.3M | 87,854 | $44.0M | 73,602 | +14,252+19.36% | Add |
META PLATFORMS INCMETA |
| 2.02% | 2.29% | $55.9M | 99,202 | $57.8M | 101,056 | -1,854-1.83% | Reduce |
ECOLAB INCECL |
| 1.76% | 1.9% | $48.8M | 174,551 | $48.2M | 180,571 | -6,020-3.33% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 1.64% | 1.84% | $45.6M | 495,212 | $46.5M | 504,165 | -8,953-1.78% | Reduce |
S&P GLOBAL INCSPGI |
| 1.46% | 1.74% | $40.5M | 99,462 | $44.1M | 103,641 | -4,179-4.03% | Reduce |
STRYKER CORPORATIONSYK |
| 1.42% | 1.59% | $39.3M | 124,552 | $40.2M | 121,993 | +2,559+2.10% | Add |
WALMART INCWMT |
| 1.36% | 1.72% | $37.8M | 333,860 | $43.4M | 348,912 | -15,052-4.31% | Reduce |
| IISHARES TRIBDR |
| 1.31% | 1.27% | $36.2M | 1.5M | $32.2M | 1.3M | +167,978+12.65% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.26% | 1.41% | $35.0M | 69,813 | $35.8M | 72,691 | -2,878-3.96% | Reduce |
TE CONNECTIVITY PLC ORD SHSTEL |
| 1.24% | 1.49% | $34.4M | 170,848 | $37.8M | 180,916 | -10,068-5.57% | Reduce |
| WWATSCO INCWSO |
| 1.21% | 1.2% | $33.5M | 80,495 | $30.3M | 83,164 | -2,669-3.21% | Reduce |
DANAHER CORP DEL COMDHR |
| 1.2% | 1.37% | $33.2M | 173,960 | $34.7M | 182,417 | -8,457-4.64% | Reduce |
| IISHARES TRIBDT |
| 1.19% | 1.23% | $33.1M | 1.3M | $31.2M | 1.2M | +78,880+6.41% | Add |
| IISHARES TRIBDS |
| 1.17% | 1.22% | $32.4M | 1.3M | $30.8M | 1.3M | +67,066+5.28% | Add |
CHUBB LIMITEDCB |
| 1.16% | 1.27% | $32.2M | 94,091 | $32.1M | 98,089 | -3,998-4.08% | Reduce |
TRANSDIGM GROUP INCTDG |
| 1.01% | 0.95% | $27.9M | 20,952 | $24.1M | 20,757 | +195+0.94% | Add |
CHEVRON CORPORATIONCVX |
| 0.96% | 1.4% | $26.5M | 160,165 | $35.5M | 171,450 | -11,285-6.58% | Reduce |
ORACLE CORPORCL |
| 0.94% | 0.03% | $26.0M | 177,635 | $830,014 | 5,642 | +171,993+3,048.44% | Add |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.93% | 0.93% | $25.9M | 1.1M | $23.6M | 1.0M | +102,784+10.12% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.91% | 1.02% | $25.2M | 26,938 | $25.7M | 25,795 | +1,143+4.43% | Add |
AMERICAN WTR WKS CO INC NEWAWK |
| 0.9% | 1.06% | $25.1M | 190,557 | $26.9M | 197,344 | -6,787-3.44% | Reduce |
IDEXX LABS INC COMIDXX |
| 0.89% | 1.05% | $24.6M | 46,776 | $26.7M | 47,478 | -702-1.48% | Reduce |
NEBIUS GROUP N VNBIS |
| 0.86% | 0.48% | $23.9M | 86,450 | $12.2M | 117,540 | -31,090-26.45% | Reduce |
AUTOMATIC DATA PROCESSING INADP |
| 0.86% | 0.86% | $23.8M | 105,410 | $21.7M | 106,094 | -684-0.64% | Reduce |
REGENERON PHARMACEUTICALSREGN |
| 0.84% | 1.2% | $23.2M | 37,174 | $30.4M | 39,345 | -2,171-5.52% | Reduce |
TESLA INCTSLA |
| 0.81% | 0.03% | $22.4M | 53,185 | $800,006 | 2,152 | +51,033+2,371.42% | Add |
JOHNSON & JOHNSONJNJ |
| 0.8% | 0.85% | $22.3M | 87,734 | $21.5M | 88,102 | -368-0.42% | Reduce |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.8% | 0.76% | $22.3M | 1.0M | $19.3M | 881,649 | +140,078+15.89% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.79% | 0.93% | $21.8M | 49,760 | $23.6M | 49,710 | +50+0.10% | Add |
SERVICENOW INCNOW |
| 0.77% | 0.8% | $21.4M | 215,610 | $20.2M | 193,093 | +22,517+11.66% | Add |
| IISHARES ESGEFA |
| 0.76% | 0.77% | $21.0M | 203,791 | $19.5M | 203,846 | -55-0.03% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.75% | 0.69% | $20.8M | 27,769 | $17.5M | 26,856 | +913+3.40% | Add |
EXXON MOBIL CORPXOM |
| 0.74% | 1.03% | $20.4M | 149,066 | $26.0M | 153,127 | -4,061-2.65% | Reduce |
| CCOMMSCOPE HLDG CO INCVISN |
| 0.72% | 0.06% | $20.0M | 1.6M | $1.5M | 82,700 | +1.5M+1,787.65% | Add |
MERCADOLIBRE INC COMMELI |
| 0.71% | 0.98% | $19.8M | 11,653 | $24.8M | 14,324 | -2,671-18.65% | Reduce |
| KKINSALE CAP GROUP INCKNSL |
| 0.7% | 0.93% | $19.4M | 58,876 | $23.5M | 68,667 | -9,791-14.26% | Reduce |
PROCTER & GAMBLE COPG |
| 0.66% | 0.77% | $18.4M | 125,547 | $19.4M | 134,182 | -8,635-6.44% | Reduce |
UBER TECHNOLOGIES INCUBER |
| 0.65% | 0.74% | $18.1M | 251,060 | $18.6M | 258,787 | -7,727-2.99% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.53% | $16.6M | 46,988 | $13.5M | 47,005 | -17-0.04% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.59% | 0.69% | $16.5M | 309,943 | $17.6M | 286,819 | +23,124+8.06% | Add |