| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 25.07% | — | $55.5M | 545,821 | $0 | 0 | +545,821 | New Buy |
 APPLIED MATLS INCAMAT |
| 9.23% | 7.27% | $20.4M | 28,280 | $9.9M | 28,841 | -561-1.95% | Reduce |
 APPLE INCAAPL |
| 5.46% | 8.61% | $12.1M | 41,805 | $11.7M | 45,964 | -4,159-9.05% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.45% | 6.37% | $9.9M | 49,250 | $8.6M | 49,512 | -262-0.53% | Reduce |
 DEERE & CODE |
| 4.09% | 5.85% | $9.1M | 14,295 | $7.9M | 14,069 | +226+1.61% | Add |
 MICROSOFT CORPMSFT |
| 3.33% | 5.32% | $7.4M | 19,784 | $7.2M | 19,459 | +325+1.67% | Add |
 ALPHABET INCGOOGL |
| 3.02% | 3.9% | $6.7M | 18,694 | $5.3M | 18,397 | +297+1.61% | Add |
 META PLATFORMS INCMETA |
| 2.21% | 3.61% | $4.9M | 8,690 | $4.9M | 8,545 | +145+1.70% | Add |
| AAlphabet Inc Class CGOOG |
| 1.97% | 2.7% | $4.4M | 12,332 | $3.7M | 12,749 | -417-3.27% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.74% | — | $3.9M | 22,729 | $0 | 0 | +22,729 | New Buy |
| IINVESCO QQQ TRVOO |
| 1.65% | 2.12% | $3.7M | 4,971 | $2.9M | 4,971 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVV |
| 1.59% | 2.13% | $3.5M | 10,226 | $2.9M | 9,665 | +561+5.80% | Add |
 PROCTER & GAMBLE COPG |
| 1.42% | 2.51% | $3.1M | 21,426 | $3.4M | 23,565 | -2,139-9.08% | Reduce |
 ABBVIE INCABBV |
| 1.38% | 1.93% | $3.1M | 12,146 | $2.6M | 11,998 | +148+1.23% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.37% | 0.34% | $3.0M | 2,638 | $459,125 | 1,359 | +1,279+94.11% | Add |
| IISHARES TRGARP |
| 1.36% | 1.72% | $3.0M | 36,380 | $2.3M | 36,380 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.33% | 1.86% | $3.0M | 12,383 | $2.5M | 12,080 | +303+2.51% | Add |
| AAVANTIS U SAVUV |
| 1.31% | 1.89% | $2.9M | 23,216 | $2.6M | 23,216 | 00.00% | Unchanged |
 WALMART INCWMT |
| 1.28% | 2.29% | $2.8M | 25,066 | $3.1M | 24,949 | +117+0.47% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.17% | 0.69% | $2.6M | 4,449 | $930,082 | 4,572 | -123-2.69% | Reduce |
 BROADCOM INCAVGO |
| 1.02% | 1.34% | $2.3M | 5,971 | $1.8M | 5,860 | +111+1.89% | Add |
| IISHARES TRIVV |
| 0.94% | 1.34% | $2.1M | 2,785 | $1.8M | 2,785 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.83% | 1.23% | $1.8M | 3,661 | $1.7M | 3,490 | +171+4.90% | Add |
 US BANCORPUSB |
| 0.74% | 1.1% | $1.6M | 27,108 | $1.5M | 28,567 | -1,459-5.11% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.71% | 1.02% | $1.6M | 18,458 | $1.4M | 17,884 | +574+3.21% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 0.65% | 0.8% | $1.4M | 12,966 | $1.1M | 12,630 | +336+2.66% | Add |
 CATERPILLAR INCCAT |
| 0.61% | 0.5% | $1.3M | 1,264 | $673,745 | 951 | +313+32.91% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.6% | 0.69% | $1.3M | 7,020 | $934,553 | 7,032 | -12-0.17% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.6% | 1.21% | $1.3M | 8,066 | $1.6M | 7,937 | +129+1.63% | Add |
| IISHARES 7-10YRIEF |
| 0.57% | 0.94% | $1.3M | 13,376 | $1.3M | 13,376 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.56% | 0.81% | $1.2M | 3,816 | $1.1M | 3,739 | +77+2.06% | Add |
 VERTIV HOLDINGS COVRT |
| 0.55% | 0.48% | $1.2M | 3,615 | $653,011 | 2,606 | +1,009+38.72% | Add |
 RTX CORPORATIONRTX |
| 0.53% | 0.85% | $1.2M | 6,163 | $1.2M | 6,001 | +162+2.70% | Add |
 NORTHERN TR CORPNTRS |
| 0.51% | 0.7% | $1.1M | 6,503 | $949,495 | 6,803 | -300-4.41% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.48% | 0.41% | $1.1M | 1,407 | $549,307 | 1,407 | 00.00% | Unchanged |
| VVANGUARD MIDVO |
| 0.48% | 0.66% | $1.1M | 13,268 | $889,109 | 3,096 | +10,172+328.55% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 0.48% | 0.87% | $1.1M | 7,032 | $1.2M | 7,534 | -502-6.66% | Reduce |
 INTEL CORPINTC |
| 0.48% | 0.25% | $1.1M | 7,552 | $336,580 | 7,627 | -75-0.98% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.44% | 0.92% | $965,614 | 11,760 | $1.2M | 15,028 | -3,268-21.75% | Reduce |
 PALO ALTOPANW |
| 0.43% | 0.33% | $948,718 | 2,782 | $446,010 | 2,782 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVB |
| 0.39% | 0.54% | $859,345 | 2,835 | $731,019 | 2,791 | +44+1.58% | Add |
| VVanEck Russia ETFBBH |
| 0.39% | 0.59% | $856,838 | 8,242 | $797,001 | 8,242 | 00.00% | Unchanged |
 CONSTELLATION ENERGY CORPCEG |
| 0.34% | 0.59% | $752,313 | 3,029 | $794,466 | 2,845 | +184+6.47% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.32% | 0.46% | $709,475 | 1,033 | $620,854 | 1,039 | -6-0.58% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.3% | 0.64% | $665,340 | 3,053 | $867,008 | 4,419 | -1,366-30.91% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.29% | 0.48% | $644,322 | 2,537 | $647,522 | 2,649 | -112-4.23% | Reduce |
| IISHARES TRIOO |
| 0.26% | 0.38% | $574,266 | 4,204 | $508,558 | 4,204 | 00.00% | Unchanged |
 BORGWARNER INCBWA |
| 0.24% | 0.31% | $542,023 | 8,163 | $413,733 | 7,625 | +538+7.06% | Add |
 GE VERNOVA INCGEV |
| 0.24% | 0.11% | $526,337 | 448 | $144,028 | 165 | +283+171.52% | Add |
| QQUALCOMM INCQCOM |
| 0.23% | 0.26% | $508,173 | 2,750 | $354,145 | 2,750 | 00.00% | Unchanged |
