NVIDIA CORPORATIONNVDA |
| 4.38% | 4.35% | $89.8M | 449,012 | $79.1M | 453,358 | -4,346-0.96% | Reduce |
MICROSOFT CORPMSFT |
| 3.25% | 3.57% | $66.7M | 178,820 | $64.9M | 175,245 | +3,575+2.04% | Add |
APPLE INCAAPL |
| 3.02% | 3.02% | $62.0M | 214,384 | $54.9M | 216,360 | -1,976-0.91% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.36% | $52.8M | 149,515 | $42.9M | 149,611 | -96-0.06% | Reduce |
AMAZON COM INCAMZN |
| 2.41% | 2.33% | $49.4M | 207,327 | $42.4M | 203,679 | +3,648+1.79% | Add |
| IISHARES TRIVV |
| 2.25% | 2.17% | $46.2M | 61,693 | $39.5M | 60,488 | +1,205+1.99% | Add |
| IISHARES S&P 100 ETFIWO |
| 2.22% | 2.18% | $45.6M | 124,548 | $39.6M | 124,548 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.97% | 1.93% | $40.5M | 54,252 | $35.1M | 53,950 | +302+0.56% | Add |
ELI LILLY & COLLY |
| 1.78% | 1.58% | $36.6M | 30,476 | $28.7M | 31,172 | -696-2.23% | Reduce |
ALPHABET INCGOOGL |
| 1.58% | 1.45% | $32.5M | 91,005 | $26.3M | 91,439 | -434-0.47% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.5% | 1.58% | $30.8M | 94,226 | $28.6M | 97,369 | -3,143-3.23% | Reduce |
PACCAR INCPCAR |
| 1.29% | 1.4% | $26.4M | 219,970 | $25.4M | 220,175 | -205-0.09% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.25% | 1.2% | $25.7M | 69,355 | $21.9M | 68,189 | +1,166+1.71% | Add |
VISA INCV |
| 1.11% | 1.09% | $22.8M | 66,488 | $19.9M | 65,847 | +641+0.97% | Add |
| IISHARES RUSSELLIWF |
| 1.05% | 1.06% | $21.6M | 174,060 | $19.3M | 45,174 | +128,886+285.31% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.01% | 0.99% | $20.6M | 30,059 | $18.0M | 30,065 | -6-0.02% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.93% | 1.14% | $19.0M | 74,772 | $20.7M | 84,566 | -9,794-11.58% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.9% | 0.78% | $18.4M | 153,785 | $14.1M | 20,253 | +133,532+659.32% | Add |
| VVOYAGER TECHNOLOGIES INCVOYG |
| 0.87% | 1.1% | $17.9M | 554,439 | $20.1M | 857,261 | -302,822-35.32% | Reduce |
META PLATFORMS INCMETA |
| 0.82% | 0.93% | $16.9M | 29,978 | $16.9M | 29,583 | +395+1.34% | Add |
PALO ALTOPANW |
| 0.81% | 0.32% | $16.7M | 49,049 | $5.8M | 36,325 | +12,724+35.03% | Add |
| TTCW ETF TRUSTVOTE |
| 0.8% | 0.78% | $16.5M | 186,983 | $14.3M | 186,983 | 00.00% | Unchanged |
HOME DEPOT INCHD |
| 0.79% | 0.84% | $16.2M | 45,946 | $15.2M | 46,331 | -385-0.83% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 0.77% | 0.6% | $15.8M | 38,132 | $11.0M | 40,474 | -2,342-5.79% | Reduce |
LITTELFUSE INCLFUS |
| 0.76% | 0.67% | $15.6M | 34,344 | $12.2M | 35,824 | -1,480-4.13% | Reduce |
GRACO INCGGG |
| 0.76% | 0.98% | $15.6M | 206,323 | $17.7M | 209,517 | -3,194-1.52% | Reduce |
ADVANCED MICRO DEVICES INCAMD |
| 0.76% | 0.3% | $15.5M | 26,745 | $5.4M | 26,388 | +357+1.35% | Add |
BROADCOM INCAVGO |
| 0.72% | 0.67% | $14.7M | 39,009 | $12.2M | 39,516 | -507-1.28% | Reduce |
ECOLAB INCECL |
| 0.71% | 0.76% | $14.6M | 52,373 | $13.9M | 52,141 | +232+0.44% | Add |
NVENT ELECTRIC PLCNVT |
| 0.69% | 0.55% | $14.1M | 83,028 | $9.9M | 83,886 | -858-1.02% | Reduce |
| FFASTENAL CO COMFAST |
| 0.67% | 0.78% | $13.8M | 287,280 | $14.1M | 303,805 | -16,525-5.44% | Reduce |
| IISHARES MSCI ACWI ETFTOK |
| 0.67% | 0.67% | $13.8M | 87,728 | $12.1M | 87,731 | -3-0.00% | Reduce |
| IISHARES INCIEMG |
| 0.67% | 0.63% | $13.7M | 165,592 | $11.4M | 163,265 | +2,327+1.43% | Add |
MICRON TECHNOLOGY INCMU |
| 0.64% | 0.23% | $13.2M | 11,444 | $4.1M | 12,222 | -778-6.37% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.63% | 0.52% | $13.0M | 27,280 | $9.4M | 27,833 | -553-1.99% | Reduce |
| VVANGUARD FTSEVEA |
| 0.63% | 0.65% | $12.9M | 181,076 | $11.9M | 185,580 | -4,504-2.43% | Reduce |
TORO COTTC |
| 0.6% | 0.65% | $12.2M | 125,484 | $11.8M | 126,437 | -953-0.75% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.59% | 0.66% | $12.2M | 24,357 | $12.0M | 25,005 | -648-2.59% | Reduce |
| IISHARES MSCIQUAL |
| 0.59% | 0.58% | $12.1M | 55,205 | $10.6M | 55,297 | -92-0.17% | Reduce |
ALLIANT ENERGY CORP COMLNT |
| 0.56% | 0.61% | $11.4M | 150,025 | $11.0M | 153,507 | -3,482-2.27% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.56% | 0.55% | $11.4M | 53,695 | $10.0M | 52,278 | +1,417+2.71% | Add |
MOTOROLA SOLUTIONS INCMSI |
| 0.54% | 0.64% | $11.0M | 26,592 | $11.6M | 26,732 | -140-0.52% | Reduce |
BIO-TECHNE CORPTECH |
| 0.47% | 0.4% | $9.6M | 136,026 | $7.2M | 138,057 | -2,031-1.47% | Reduce |
TESLA INCTSLA |
| 0.47% | 0.46% | $9.5M | 22,696 | $8.4M | 22,609 | +87+0.38% | Add |
WELLS FARGO CO NEWWFC |
| 0.44% | 0.54% | $9.1M | 110,258 | $9.8M | 123,486 | -13,228-10.71% | Reduce |
| IISHARES COREIJR |
| 0.44% | 0.41% | $9.0M | 60,698 | $7.5M | 60,415 | +283+0.47% | Add |
ABBOTT LABORATORIESABT |
| 0.43% | 0.55% | $8.9M | 98,175 | $9.9M | 96,577 | +1,598+1.65% | Add |
| QQUALCOMM INCQCOM |
| 0.43% | 0.44% | $8.8M | 47,794 | $8.0M | 62,373 | -14,579-23.37% | Reduce |
| EENTEGRIS INCENTG |
| 0.43% | 0.32% | $8.8M | 48,728 | $5.8M | 49,251 | -523-1.06% | Reduce |
ROCKWELL AUTOMATION INCROK |
| 0.42% | 0.4% | $8.7M | 17,577 | $7.3M | 20,286 | -2,709-13.35% | Reduce |