 NVIDIA CORPORATIONNVDA |
| 4.28% | 4.33% | $2.64B | 13.2M | $2.37B | 13.6M | -385,836-2.84% | Reduce |
 APPLE INCAAPL |
| 4.2% | 4.25% | $2.59B | 9.0M | $2.33B | 9.2M | -208,459-2.28% | Reduce |
| IISHARES TRIVV |
| 3.93% | 3.38% | $2.42B | 3.2M | $1.85B | 2.8M | +406,916+14.38% | Add |
 ELI LILLY & COLLY |
| 3.41% | 3.3% | $2.10B | 1.8M | $1.81B | 2.0M | -212,702-10.83% | Reduce |
 ALPHABET INCGOOGL |
| 2.87% | 2.63% | $1.77B | 4.9M | $1.44B | 5.0M | -64,590-1.29% | Reduce |
 MICROSOFT CORPMSFT |
| 2.7% | 3.1% | $1.67B | 4.5M | $1.69B | 4.6M | -104,684-2.29% | Reduce |
 BROADCOM INCAVGO |
| 2.24% | 2.11% | $1.38B | 3.7M | $1.16B | 3.7M | -77,655-2.08% | Reduce |
 AMAZON COM INCAMZN |
| 2.21% | 2.21% | $1.36B | 5.7M | $1.21B | 5.8M | -94,447-1.62% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.74% | 1.78% | $1.07B | 3.3M | $973.0M | 3.3M | -31,507-0.95% | Reduce |
| IISHARES S&P 100 ETFIWO |
| 1.52% | 1.5% | $939.8M | 2.6M | $821.5M | 2.6M | -14,056-0.54% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.11% | $731.7M | 2.1M | $610.1M | 2.1M | -55,900-2.63% | Reduce |
| IISHARES TRIEFA |
| 1.18% | 0.89% | $725.8M | 7.5M | $487.1M | 5.4M | +2.1M+39.68% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.05% | 1.09% | $646.9M | 866,212 | $598.5M | 920,364 | -54,152-5.88% | Reduce |
 META PLATFORMS INCMETA |
| 1.04% | 1.26% | $644.0M | 1.1M | $687.8M | 1.2M | -58,886-4.90% | Reduce |
 CATERPILLAR INCCAT |
| 1.03% | 0.77% | $634.6M | 595,946 | $419.0M | 591,354 | +4,592+0.78% | Add |
| IISHARES COREIJH |
| 1.02% | 0.91% | $628.4M | 8.1M | $500.0M | 7.4M | +745,181+10.06% | Add |
 APPLIED MATLS INCAMAT |
| 0.88% | 0.4% | $544.7M | 753,434 | $219.4M | 641,828 | +111,606+17.39% | Add |
 ABBVIE INCABBV |
| 0.88% | 0.87% | $541.4M | 2.2M | $478.0M | 2.2M | -46,500-2.12% | Reduce |
| IISHARES INCIEMG |
| 0.82% | 0.75% | $507.6M | 6.1M | $409.3M | 5.9M | +259,584+4.42% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.81% | 0.81% | $501.6M | 732,817 | $442.2M | 742,479 | -9,662-1.30% | Reduce |
| IISHARES COREIJR |
| 0.81% | 0.73% | $501.5M | 3.4M | $399.8M | 3.2M | +164,797+5.12% | Add |
 PALO ALTOPANW |
| 0.81% | 0.45% | $498.9M | 1.5M | $247.3M | 1.5M | -79,402-5.15% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.8% | 0.88% | $493.7M | 1.9M | $481.5M | 2.0M | -25,805-1.31% | Reduce |
 HOME DEPOT INCHD |
| 0.8% | 0.88% | $490.6M | 1.4M | $479.3M | 1.5M | -66,111-4.54% | Reduce |
| IISHARES RUSSELLIWF |
| 0.76% | 0.77% | $469.5M | 3.8M | $419.5M | 983,920 | +2.8M+284.29% | Add |
 EXXON MOBIL CORPXOM |
| 0.74% | 1.05% | $455.0M | 3.3M | $572.0M | 3.4M | -43,383-1.29% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.7% | 0.8% | $430.9M | 838,981 | $435.5M | 871,642 | -32,661-3.75% | Reduce |
 WALMART INCWMT |
| 0.67% | 0.85% | $413.1M | 3.6M | $462.6M | 3.7M | -74,666-2.01% | Reduce |
 CISCO SYS INCCSCO |
| 0.65% | 0.54% | $402.9M | 3.4M | $297.6M | 3.8M | -405,874-10.58% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.65% | 0.72% | $400.1M | 799,586 | $394.3M | 822,852 | -23,266-2.83% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.64% | 0.73% | $395.5M | 2.7M | $402.0M | 2.8M | -86,642-3.11% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.63% | 0.66% | $389.8M | 3.8M | $362.8M | 3.7M | +17,648+0.47% | Add |
| BBANK OF AMER CORPBAC |
| 0.62% | 0.6% | $379.5M | 6.7M | $328.7M | 6.7M | -80,678-1.20% | Reduce |
 MORGAN STANLEYMS |
| 0.61% | 0.54% | $377.8M | 1.8M | $296.2M | 1.8M | +7,593+0.42% | Add |
| VVANGUARD FTSEVEA |
| 0.59% | 0.6% | $362.6M | 5.1M | $327.0M | 5.1M | -15,123-0.30% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 0.56% | 0.53% | $345.5M | 1.4M | $289.1M | 1.4M | -1,700-0.12% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.56% | 0.19% | $344.7M | 298,637 | $106.3M | 314,657 | -16,020-5.09% | Reduce |
| IISHARES RUSSELLIWB |
| 0.55% | 0.55% | $341.2M | 833,092 | $303.1M | 849,980 | -16,888-1.99% | Reduce |
 TESLA INCTSLA |
| 0.53% | 0.54% | $324.8M | 772,166 | $293.0M | 788,206 | -16,040-2.04% | Reduce |
| IISHARES TRAGG |
| 0.52% | 0.58% | $320.7M | 3.2M | $316.0M | 3.2M | +55,986+1.76% | Add |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.52% | 0.43% | $318.9M | 3.5M | $233.6M | 3.1M | +421,174+13.77% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.51% | 0.22% | $314.4M | 541,215 | $118.0M | 579,875 | -38,660-6.67% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.62% | $306.4M | 327,527 | $336.8M | 337,985 | -10,458-3.09% | Reduce |
 VISA INCV |
| 0.49% | 0.52% | $299.4M | 872,572 | $283.4M | 937,519 | -64,947-6.93% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.48% | 0.45% | $298.0M | 294,697 | $248.0M | 293,126 | +1,571+0.54% | Add |
| IISHARES RUSSELLIWM |
| 0.46% | 0.43% | $283.1M | 942,299 | $237.4M | 957,068 | -14,769-1.54% | Reduce |
| IISHARES TRIWD |
| 0.45% | 0.47% | $279.4M | 1.2M | $254.6M | 1.2M | -39,233-3.29% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.45% | 0.45% | $275.9M | 2.5M | $247.7M | 2.5M | -46,806-1.84% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.43% | 0.61% | $263.9M | 1.6M | $332.8M | 1.6M | -16,298-1.01% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.41% | 0.29% | $253.2M | 849,532 | $158.1M | 814,265 | +35,267+4.33% | Add |
