V VANGUARD SCOTTSDALE FDS VGIT
10.96% 12.18% $1.38B 23.4M $1.39B 23.4M 0 0.00% Unchanged NVIDIA CORPORATION NVDA
5.2% 5.39% $654.7M 3.3M $617.0M 3.5M -265,967 -7.52% Reduce APPLE INC AAPL
4.87% 4.54% $612.6M 2.1M $518.9M 2.0M +72,512 +3.55% Add MICROSOFT CORP MSFT
3.82% 4.45% $481.3M 1.3M $509.2M 1.4M -85,322 -6.20% Reduce AMAZON COM INC AMZN
3.5% 3.37% $440.3M 1.8M $385.8M 1.9M -4,992 -0.27% Reduce STAG INDUSTRIAL INC STAG
3.3% 3.6% $415.3M 11.4M $411.2M 11.4M 0 0.00% Unchanged A Alphabet Inc Class C GOOG
3.02% 2.21% $380.3M 1.1M $252.2M 879,180 +197,078 +22.42% Add BROADCOM INC AVGO
2.37% 2.29% $298.4M 790,055 $262.1M 846,858 -56,803 -6.71% Reduce ADVANCED MICRO DEVICES INC AMD
1.68% 0.66% $212.1M 365,075 $75.5M 371,175 -6,100 -1.64% Reduce PALO ALTO PANW
1.67% 0.88% $210.7M 617,726 $100.7M 628,126 -10,400 -1.66% Reduce META PLATFORMS INC META
1.58% 1.59% $198.3M 352,086 $182.2M 318,392 +33,694 +10.58% Add ALPHABET INC GOOGL
1.41% 1.22% $178.1M 498,268 $139.9M 486,408 +11,860 +2.44% Add V VANGUARD INTL EQUITY INDEX F VGK
1.4% 1.44% $176.8M 2.0M $164.6M 2.0M 0 0.00% Unchanged ELI LILLY & CO LLY
1.36% 1.39% $170.9M 142,500 $159.0M 172,900 -30,400 -17.58% Reduce WESTERN DIGITAL CORP WDC
1.33% 0.37% $167.1M 261,689 $42.1M 155,548 +106,141 +68.24% Add JPMORGAN CHASE & CO JPM
1.31% 1.32% $165.3M 504,900 $151.0M 513,400 -8,500 -1.66% Reduce MASTERCARD INCORPORATED MA
1.27% 1.14% $159.5M 310,608 $130.2M 260,521 +50,087 +19.23% Add EXXON MOBIL CORP XOM
1.25% 1.74% $157.8M 1.2M $199.1M 1.2M -19,300 -1.64% Reduce VISA INC V
1.2% 1.17% $151.1M 440,354 $133.5M 441,840 -1,486 -0.34% Reduce TESLA INC TSLA
1.15% 1.14% $144.4M 343,313 $130.8M 351,756 -8,443 -2.40% Reduce B BANK OF AMER CORP BAC
1.11% 0.98% $139.3M 2.4M $112.3M 2.3M +141,702 +6.15% Add MICRON TECHNOLOGY INC MU
1.06% 0.06% $133.1M 115,273 $6.9M 20,404 +94,869 +464.95% Add V VANGUARD FTSE VEA
1.02% 1.01% $128.1M 1.8M $115.2M 1.8M 0 0.00% Unchanged JOHNSON & JOHNSON JNJ
0.99% — $124.7M 490,900 $0 0 +490,900 New Buy FREEPORT MCMORAN INC FCX
0.97% 0.95% $121.7M 1.9M $108.8M 1.9M +84,269 +4.55% Add CATERPILLAR INC CAT
0.97% 0.38% $121.5M 114,114 $43.5M 61,448 +52,666 +85.71% Add APPLIED MATLS INC AMAT
0.94% — $118.6M 164,101 $0 0 +164,101 New Buy ABBVIE INC ABBV
0.9% 0.87% $112.8M 448,200 $99.1M 455,800 -7,600 -1.67% Reduce S STATE STREET SPDR S&P BIOTECH ETF XBI
0.85% 0.77% $107.1M 676,872 $87.9M 688,272 -11,400 -1.66% Reduce MORGAN STANLEY MS
0.84% 0.66% $106.3M 508,300 $75.4M 457,900 +50,400 +11.01% Add ARISTA NETWORKS INC ANET
0.84% 0.68% $106.2M 624,891 $78.0M 635,191 -10,300 -1.62% Reduce UNITEDHEALTH GROUP INC UNH
0.84% 0.02% $105.3M 253,319 $2.7M 9,940 +243,379 +2,448.48% Add HOME DEPOT INC HD
0.83% 1.03% $104.7M 296,775 $117.6M 357,675 -60,900 -17.03% Reduce WALMART INC WMT
0.82% 1.16% $103.4M 912,700 $132.5M 1.1M -153,700 -14.41% Reduce PHILIP MORRIS INTL INC PM
0.81% 0.06% $102.5M 566,479 $7.4M 44,624 +521,855 +1,169.45% Add CADENCE DESIGN SYSTEM INC COM CDNS
0.78% 0.76% $98.3M 261,857 $87.5M 314,717 -52,860 -16.80% Reduce SCHWAB CHARLES CORP SCHW
0.78% 0.88% $97.7M 1.1M $101.2M 1.1M -17,500 -1.63% Reduce NEWMONT CORP NEM
0.76% 1.06% $96.1M 1.0M $120.8M 1.1M -87,041 -7.80% Reduce COSTCO WHOLESALE CORPORATION COST
0.75% 1.02% $94.4M 100,933 $116.3M 116,761 -15,828 -13.56% Reduce PARKER-HANNIFIN CORP PH
0.74% 0.99% $92.9M 94,986 $113.2M 126,436 -31,450 -24.87% Reduce AMETEK INC COM AME
0.73% 0.64% $91.8M 379,304 $73.0M 340,388 +38,916 +11.43% Add F FASTENAL CO COM FAST
0.72% 0.66% $90.3M 1.9M $75.2M 1.6M +261,137 +16.12% Add FIFTH THIRD BANCORP COM FITB
0.72% 0.66% $90.2M 1.6M $75.6M 1.6M -27,100 -1.67% Reduce COCA COLA CO KO
0.7% 0.86% $87.9M 1.1M $98.9M 1.3M -218,700 -16.82% Reduce ALLY FINL INC ALLY
0.67% 0.64% $83.8M 1.8M $72.8M 1.9M -30,900 -1.67% Reduce T THERMO FISHER SCIENTIFIC INC TMO
0.64% 0.7% $80.7M 161,033 $80.5M 163,733 -2,700 -1.65% Reduce INTUITIVE SURGICAL INC ISRG
0.64% 0.71% $80.5M 202,332 $80.7M 175,132 +27,200 +15.53% Add NXP SEMICONDUCTORS N V NXPI
0.63% 0.5% $79.7M 283,762 $56.8M 288,562 -4,800 -1.66% Reduce ENTERGY CORP NEW ETR
0.6% 0.66% $75.8M 659,975 $75.4M 671,175 -11,200 -1.67% Reduce EATON CORP PLC ETN
0.58% 0.55% $73.4M 172,333 $62.7M 175,233 -2,900 -1.65% Reduce 
