 APPLE INCAAPL |
| 6.31% | 6.61% | $169.3M | 585,123 | $158.4M | 582,482 | +2,641+0.45% | Add |
| AAlphabet Inc Class CGOOG |
| 4.85% | 4.92% | $130.0M | 367,828 | $117.8M | 375,243 | -7,415-1.98% | Reduce |
 MICROSOFT CORPMSFT |
| 3.54% | 4.8% | $94.9M | 254,322 | $114.9M | 237,666 | +16,656+7.01% | Add |
 APPLIED MATLS INCAMAT |
| 3.23% | 1.4% | $86.6M | 119,735 | $33.5M | 130,526 | -10,791-8.27% | Reduce |
 AMAZON COM INCAMZN |
| 3.04% | 3.12% | $81.5M | 341,911 | $74.6M | 323,315 | +18,596+5.75% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.71% | 2.71% | $72.7M | 363,585 | $65.0M | 348,738 | +14,847+4.26% | Add |
 JPMORGAN CHASE & COJPM |
| 2.63% | 2.82% | $70.6M | 215,608 | $67.7M | 210,011 | +5,597+2.67% | Add |
 PALO ALTOPANW |
| 2.59% | 1.42% | $69.4M | 203,595 | $34.1M | 185,267 | +18,328+9.89% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.4% | 2.63% | $64.3M | 128,488 | $62.9M | 125,215 | +3,273+2.61% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.04% | 1.74% | $54.6M | 79,463 | $41.8M | 66,644 | +12,819+19.24% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.01% | 1.65% | $53.8M | 212,013 | $39.5M | 191,009 | +21,004+11.00% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.82% | 1.88% | $48.9M | 52,299 | $45.0M | 52,184 | +115+0.22% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.79% | 1.16% | $48.0M | 100,462 | $27.8M | 91,638 | +8,824+9.63% | Add |
| VVANGUARD MALVERN FDSVTIP |
| 1.69% | 1.51% | $45.2M | 900,431 | $36.2M | 732,514 | +167,917+22.92% | Add |
 ABBVIE INCABBV |
| 1.52% | 1.61% | $40.9M | 162,450 | $38.5M | 168,625 | -6,175-3.66% | Reduce |
 META PLATFORMS INCMETA |
| 1.46% | 1.82% | $39.1M | 69,372 | $43.7M | 66,128 | +3,244+4.91% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.4% | 1.39% | $37.7M | 429,130 | $33.2M | 413,677 | +15,453+3.74% | Add |
| IISHARES COREIJH |
| 1.24% | 1.14% | $33.3M | 431,810 | $27.4M | 415,505 | +16,305+3.92% | Add |
 ALPHABET INCGOOGL |
| 1.21% | 1.19% | $32.3M | 90,436 | $28.5M | 91,020 | -584-0.64% | Reduce |
| VVANGUARD HEALTHVHT |
| 1.12% | 1.03% | $30.1M | 100,678 | $24.6M | 85,552 | +15,126+17.68% | Add |
 MASTERCARD INCORPORATEDMA |
| 1.08% | 1.37% | $28.9M | 56,288 | $32.9M | 57,562 | -1,274-2.21% | Reduce |
 BLACKROCK INC COMBLK |
| 0.99% | 1.24% | $26.6M | 27,677 | $29.8M | 27,814 | -137-0.49% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.98% | 0.42% | $26.3M | 314,394 | $10.0M | 136,295 | +178,099+130.67% | Add |
 RTX CORPORATIONRTX |
| 0.98% | 1.07% | $26.1M | 137,803 | $25.5M | 139,228 | -1,425-1.02% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.97% | 0.78% | $26.1M | 65,795 | $18.8M | 69,315 | -3,520-5.08% | Reduce |
 VISA INCV |
| 0.96% | 1.02% | $25.8M | 75,217 | $24.5M | 69,818 | +5,399+7.73% | Add |
| IISHARES COREIJR |
| 0.96% | 0.88% | $25.6M | 172,840 | $21.0M | 174,789 | -1,949-1.12% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.94% | 1.16% | $25.3M | 50,515 | $27.8M | 47,970 | +2,545+5.31% | Add |
 LOWES COS INC COMLOW |
| 0.92% | 1.07% | $24.7M | 112,190 | $25.7M | 106,725 | +5,465+5.12% | Add |
 PROCTER & GAMBLE COPG |
| 0.92% | 1.13% | $24.6M | 167,914 | $27.1M | 188,853 | -20,939-11.09% | Reduce |
 CISCO SYS INCCSCO |
| 0.9% | 0.65% | $24.1M | 205,490 | $15.7M | 203,485 | +2,005+0.99% | Add |
 EMERSON ELEC COEMR |
| 0.89% | 0.91% | $23.9M | 166,839 | $21.7M | 163,786 | +3,053+1.86% | Add |
 EATON CORP PLCETN |
| 0.86% | 0.67% | $23.0M | 54,039 | $16.0M | 50,163 | +3,876+7.73% | Add |
 HOME DEPOT INCHD |
| 0.78% | 0.84% | $20.8M | 59,110 | $20.1M | 58,312 | +798+1.37% | Add |
 HONEYWELL INTL INCHON |
| 0.76% | 0.76% | $20.4M | 91,239 | $18.2M | 93,328 | -2,089-2.24% | Reduce |
 UNION PAC CORPUNP |
| 0.76% | 0.82% | $20.4M | 75,008 | $19.6M | 84,585 | -9,577-11.32% | Reduce |
 ECOLAB INCECL |
| 0.74% | 0.77% | $19.9M | 71,350 | $18.4M | 70,192 | +1,158+1.65% | Add |
 BROADCOM INCAVGO |
| 0.7% | 0.51% | $18.8M | 49,637 | $12.3M | 35,463 | +14,174+39.97% | Add |
 REALTY INCOME CORP COMO |
| 0.68% | 0.66% | $18.3M | 295,938 | $15.9M | 281,792 | +14,146+5.02% | Add |
 WALMART INCWMT |
| 0.67% | 0.75% | $18.0M | 159,275 | $17.9M | 160,271 | -996-0.62% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.65% | 0.98% | $17.3M | 191,092 | $23.5M | 187,402 | +3,690+1.97% | Add |
 EXXON MOBIL CORPXOM |
| 0.6% | 0.61% | $16.1M | 117,767 | $14.6M | 120,983 | -3,216-2.66% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.6% | 0.63% | $16.1M | 97,038 | $15.2M | 99,467 | -2,429-2.44% | Reduce |
| VVANGUARD FTSEVEA |
| 0.59% | 0.49% | $15.9M | 223,679 | $11.7M | 187,681 | +35,998+19.18% | Add |
 CME GROUP INCCME |
| 0.57% | 0.75% | $15.3M | 69,194 | $18.0M | 65,905 | +3,289+4.99% | Add |
 PEPSICO INCPEP |
| 0.56% | 0.69% | $15.0M | 110,474 | $16.5M | 115,238 | -4,764-4.13% | Reduce |
 MERCK & CO INCMRK |
| 0.51% | 0.47% | $13.7M | 106,435 | $11.2M | 106,545 | -110-0.10% | Reduce |
 CATERPILLAR INCCAT |
| 0.48% | 0.28% | $12.7M | 11,962 | $6.7M | 11,684 | +278+2.38% | Add |
| IISHARES TRSGOV |
| 0.47% | 0.4% | $12.7M | 125,859 | $9.7M | 96,589 | +29,270+30.30% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.47% | 0.44% | $12.5M | 42,758 | $10.5M | 42,484 | +274+0.64% | Add |
