 NVIDIA CORPORATIONNVDA |
| 8.16% | 8.09% | $221.3M | 1.1M | $195.6M | 1.1M | -15,553-1.39% | Reduce |
 APPLE INCAAPL |
| 6.72% | 6.51% | $182.3M | 630,130 | $157.4M | 620,176 | +9,954+1.61% | Add |
 ALPHABET INCGOOGL |
| 6.38% | 5.84% | $173.0M | 484,108 | $141.2M | 490,866 | -6,758-1.38% | Reduce |
 AMAZON COM INCAMZN |
| 5.16% | 4.53% | $140.0M | 587,556 | $109.5M | 525,799 | +61,757+11.75% | Add |
 MICROSOFT CORPMSFT |
| 3.56% | 3.9% | $96.6M | 259,061 | $94.2M | 254,393 | +4,668+1.83% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 3.12% | 3.76% | $84.7M | 90,548 | $90.9M | 91,179 | -631-0.69% | Reduce |
 VISA INCV |
| 3.01% | 2.98% | $81.6M | 237,816 | $72.0M | 238,085 | -269-0.11% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.94% | 2.84% | $79.7M | 116,046 | $68.7M | 114,956 | +1,090+0.95% | Add |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 2.75% | 2.31% | $74.7M | 687,273 | $55.9M | 694,693 | -7,420-1.07% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.49% | 2.68% | $67.5M | 134,982 | $64.8M | 135,265 | -283-0.21% | Reduce |
 ASML HLDG NVASML |
| 2.49% | 1.84% | $67.4M | 33,895 | $44.5M | 33,717 | +178+0.53% | Add |
 ELI LILLY & COLLY |
| 2.4% | 2.06% | $65.2M | 54,340 | $49.7M | 54,032 | +308+0.57% | Add |
 JPMORGAN CHASE & COJPM |
| 2.35% | 2.37% | $63.8M | 194,762 | $57.2M | 194,410 | +352+0.18% | Add |
 META PLATFORMS INCMETA |
| 2.24% | 2.53% | $60.8M | 107,930 | $61.2M | 106,985 | +945+0.88% | Add |
 PALO ALTOPANW |
| 1.95% | 1% | $52.8M | 154,929 | $24.3M | 151,363 | +3,566+2.36% | Add |
 UNION PAC CORPUNP |
| 1.72% | 1.73% | $46.6M | 171,211 | $41.8M | 172,449 | -1,238-0.72% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 1.64% | 1.53% | $44.4M | 43,923 | $36.9M | 43,669 | +254+0.58% | Add |
 WALMART INCWMT |
| 1.64% | 2.01% | $44.4M | 391,940 | $48.5M | 389,981 | +1,959+0.50% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.59% | 1.72% | $43.2M | 170,118 | $41.6M | 170,284 | -166-0.10% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.54% | 1.44% | $41.7M | 137,569 | $34.8M | 132,988 | +4,581+3.44% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.5% | 1.66% | $40.7M | 81,211 | $40.2M | 81,692 | -481-0.59% | Reduce |
| VVANGUARD FTSEVEA |
| 1.35% | 1.28% | $36.5M | 512,747 | $31.0M | 484,270 | +28,477+5.88% | Add |
 LOWES COS INC COMLOW |
| 1.27% | 1.53% | $34.6M | 156,868 | $37.0M | 156,689 | +179+0.11% | Add |
 UNITED RENTALS INCURI |
| 1.27% | 0.91% | $34.4M | 30,331 | $22.0M | 30,254 | +77+0.25% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.25% | 1.78% | $33.9M | 85,366 | $43.1M | 93,453 | -8,087-8.65% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.21% | 1.43% | $32.9M | 374,676 | $34.6M | 372,243 | +2,433+0.65% | Add |
| AAlphabet Inc Class CGOOG |
| 1.21% | 1.11% | $32.9M | 93,042 | $26.7M | 93,174 | -132-0.14% | Reduce |
 WASTE MGMT INC DELWM |
| 1.15% | 1.35% | $31.1M | 139,452 | $32.5M | 141,651 | -2,199-1.55% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.09% | 1.23% | $29.6M | 155,265 | $29.8M | 157,134 | -1,869-1.19% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.02% | 0.47% | $27.7M | 58,050 | $11.4M | 33,798 | +24,252+71.76% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.99% | 1.06% | $26.7M | 113,018 | $25.5M | 118,642 | -5,624-4.74% | Reduce |
 QUANTA SVCS INCPWR |
| 0.94% | 0.67% | $25.5M | 35,433 | $16.2M | 29,488 | +5,945+20.16% | Add |
 TJX COS INC NEWTJX |
| 0.92% | 0.98% | $25.0M | 165,229 | $23.8M | 148,845 | +16,384+11.01% | Add |
| VVANGUARD MIDVO |
| 0.91% | 0.9% | $24.7M | 307,174 | $21.6M | 75,379 | +231,795+307.51% | Add |
 DEERE & CODE |
| 0.87% | 0.87% | $23.6M | 37,202 | $21.0M | 37,311 | -109-0.29% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.82% | 1.16% | $22.4M | 163,584 | $28.0M | 165,190 | -1,606-0.97% | Reduce |
 AMERICAN TOWER CORP COMAMT |
| 0.82% | 1.03% | $22.3M | 136,188 | $24.8M | 143,692 | -7,504-5.22% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.77% | 0.69% | $20.8M | 237,090 | $16.8M | 45,713 | +191,377+418.65% | Add |
 MCDONALDS CORPMCD |
| 0.76% | 0.99% | $20.6M | 76,356 | $23.9M | 76,959 | -603-0.78% | Reduce |
 CATERPILLAR INCCAT |
| 0.72% | 0.52% | $19.4M | 18,228 | $12.6M | 17,752 | +476+2.68% | Add |
 CHEVRON CORPORATIONCVX |
| 0.61% | 0.85% | $16.5M | 99,698 | $20.6M | 99,771 | -73-0.07% | Reduce |
 BLACKSTONE INCBX |
| 0.6% | 0.84% | $16.2M | 137,492 | $20.2M | 176,004 | -38,512-21.88% | Reduce |
 BLACKROCK INC COMBLK |
| 0.55% | 0.63% | $15.0M | 15,559 | $15.3M | 15,945 | -386-2.42% | Reduce |
 GE VERNOVA INCGEV |
| 0.54% | 0.43% | $14.8M | 12,555 | $10.4M | 11,922 | +633+5.31% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.53% | 0.4% | $14.5M | 173,226 | $9.7M | 129,441 | +43,785+33.83% | Add |
 DISNEY WALT CODIS |
| 0.49% | 0.57% | $13.3M | 138,094 | $13.8M | 143,086 | -4,992-3.49% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.48% | 0.54% | $13.1M | 89,433 | $13.0M | 90,006 | -573-0.64% | Reduce |
| VVANGUARD FSTEVWO |
| 0.47% | 0.45% | $12.7M | 212,960 | $11.0M | 203,117 | +9,843+4.85% | Add |
 NETFLIX INCNFLX |
| 0.46% | 0.75% | $12.5M | 174,778 | $18.1M | 188,742 | -13,964-7.40% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 0.43% | 0.53% | $11.6M | 25,348 | $12.8M | 26,446 | -1,098-4.15% | Reduce |
