| VVANGUARD FTSEVEA |
| 8.72% | 9.49% | $52.6M | 738,394 | $49.4M | 770,556 | -32,162-4.17% | Reduce |
| VVANGUARD MIDVO |
| 7.64% | 7.91% | $46.1M | 572,039 | $41.2M | 143,333 | +428,706+299.10% | Add |
AVANTIS INTLNGG |
| 5.66% | 0.06% | $34.1M | 382,790 | $312,886 | 3,688 | +379,102+10,279.34% | Add |
APPLE INCAAPL |
| 4.92% | 5.01% | $29.7M | 102,658 | $26.0M | 102,631 | +27+0.03% | Add |
| VVANGUARD SCOTTSDALE FDSVONG |
| 4.37% | 4.27% | $26.4M | 206,319 | $22.2M | 202,524 | +3,795+1.87% | Add |
MICROSOFT CORPMSFT |
| 4.01% | 4.6% | $24.2M | 64,843 | $23.9M | 64,701 | +142+0.22% | Add |
| VVANGUARD INDEX FDSVTV |
| 3.82% | 3.89% | $23.0M | 105,689 | $20.2M | 103,000 | +2,689+2.61% | Add |
ALPHABET INCGOOGL |
| 3.62% | 3.61% | $21.8M | 61,078 | $18.8M | 65,235 | -4,157-6.37% | Reduce |
| IISHARES TRIVW |
| 2.67% | 2.61% | $16.1M | 117,236 | $13.6M | 120,172 | -2,936-2.44% | Reduce |
VANECK ETF TRUSTSMH |
| 2.57% | 1.91% | $15.5M | 23,628 | $9.9M | 25,870 | -2,242-8.67% | Reduce |
NVIDIA CORPORATIONNVDA |
| 2.45% | 2.47% | $14.8M | 73,889 | $12.9M | 73,754 | +135+0.18% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 2.2% | 1.93% | $13.3M | 52,686 | $10.1M | 55,419 | -2,733-4.93% | Reduce |
BROADCOM INCAVGO |
| 2.18% | 2.17% | $13.1M | 34,783 | $11.3M | 36,540 | -1,757-4.81% | Reduce |
AMAZON COM INCAMZN |
| 2.16% | 1.92% | $13.0M | 54,593 | $10.0M | 47,847 | +6,746+14.10% | Add |
EATON CORP PLCETN |
| 1.79% | 1.8% | $10.8M | 25,354 | $9.3M | 26,115 | -761-2.91% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.75% | 1.95% | $10.6M | 187,367 | $10.1M | 178,836 | +8,531+4.77% | Add |
| VVANGUARD MID CAP ETFVO |
| 1.69% | 1.88% | $10.2M | 126,603 | $9.8M | 33,994 | +92,609+272.43% | Add |
VISA INCV |
| 1.65% | 1.7% | $10.0M | 29,013 | $8.9M | 29,304 | -291-0.99% | Reduce |
ELI LILLY & COLLY |
| 1.62% | 1.44% | $9.8M | 8,149 | $7.5M | 8,163 | -14-0.17% | Reduce |
CISCO SYS INCCSCO |
| 1.23% | 0.97% | $7.4M | 63,425 | $5.1M | 65,182 | -1,757-2.70% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.18% | 1.3% | $7.1M | 21,810 | $6.8M | 23,022 | -1,212-5.26% | Reduce |
CHEVRON CORPORATIONCVX |
| 1.17% | 1.68% | $7.0M | 42,419 | $8.7M | 42,140 | +279+0.66% | Add |
HOME DEPOT INCHD |
| 1.14% | 1.27% | $6.9M | 19,436 | $6.6M | 20,109 | -673-3.35% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 1.09% | 1.36% | $6.6M | 144,691 | $7.1M | 154,315 | -9,624-6.24% | Reduce |
CHUBB LIMITEDCB |
| 1.04% | 1.24% | $6.3M | 18,459 | $6.4M | 19,749 | -1,290-6.53% | Reduce |
META PLATFORMS INCMETA |
| 1.02% | 1.2% | $6.2M | 10,948 | $6.3M | 10,949 | -1-0.01% | Reduce |
BLACKROCK INC COMBLK |
| 0.94% | 1.11% | $5.6M | 5,867 | $5.8M | 6,005 | -138-2.30% | Reduce |
PROCTER & GAMBLE COPG |
| 0.89% | 1.07% | $5.4M | 36,673 | $5.6M | 38,676 | -2,003-5.18% | Reduce |
ORACLE CORPORCL |
| 0.88% | 1.03% | $5.3M | 36,431 | $5.4M | 36,464 | -33-0.09% | Reduce |
SCHWAB CHARLES CORPSCHW |
| 0.87% | 1.04% | $5.2M | 56,704 | $5.4M | 57,713 | -1,009-1.75% | Reduce |
| IISHARES TRIJK |
| 0.86% | 0.86% | $5.2M | 44,168 | $4.5M | 44,429 | -261-0.59% | Reduce |
CATERPILLAR INCCAT |
| 0.85% | 0.72% | $5.1M | 4,828 | $3.8M | 5,319 | -491-9.23% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 0.84% | 0.66% | $5.1M | 12,218 | $3.5M | 12,779 | -561-4.39% | Reduce |
WELLS FARGO CO NEWWFC |
| 0.81% | 0.91% | $4.9M | 59,353 | $4.8M | 59,712 | -359-0.60% | Reduce |
ABBVIE INCABBV |
| 0.79% | 0.8% | $4.8M | 18,907 | $4.2M | 19,154 | -247-1.29% | Reduce |
UNION PAC CORPUNP |
| 0.78% | 0.84% | $4.7M | 17,200 | $4.4M | 18,075 | -875-4.84% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.74% | 0.93% | $4.4M | 4,754 | $4.8M | 4,847 | -93-1.92% | Reduce |
PEPSICO INCPEP |
| 0.72% | 0.97% | $4.4M | 32,272 | $5.0M | 32,439 | -167-0.51% | Reduce |
DANAHER CORP DEL COMDHR |
| 0.71% | 0.82% | $4.3M | 22,476 | $4.3M | 22,571 | -95-0.42% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.68% | 0.75% | $4.1M | 14,693 | $3.9M | 16,109 | -1,416-8.79% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 0.62% | 0.64% | $3.7M | 19,544 | $3.4M | 19,855 | -311-1.57% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.54% | $3.5M | 9,840 | $2.8M | 9,840 | 00.00% | Unchanged |
ECOLAB INCECL |
| 0.56% | 0.67% | $3.4M | 12,197 | $3.5M | 13,039 | -842-6.46% | Reduce |
D R HORTON INCDHI |
| 0.55% | 0.54% | $3.3M | 20,422 | $2.8M | 20,653 | -231-1.12% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.52% | 0.52% | $3.1M | 4,553 | $2.7M | 4,553 | 00.00% | Unchanged |
MARRIOTT INTL INC NEWMAR |
| 0.52% | 0.54% | $3.1M | 8,416 | $2.8M | 8,571 | -155-1.81% | Reduce |
PALO ALTOPANW |
| 0.51% | 0.28% | $3.1M | 9,060 | $1.5M | 9,149 | -89-0.97% | Reduce |
STRYKER CORPORATIONSYK |
| 0.51% | 0.63% | $3.1M | 9,757 | $3.3M | 9,948 | -191-1.92% | Reduce |
UNITED PARCEL SVCS INCUPS |
| 0.5% | 0.53% | $3.0M | 27,901 | $2.8M | 28,014 | -113-0.40% | Reduce |
METLIFE INC COMMET |
| 0.49% | 0.54% | $3.0M | 35,135 | $2.8M | 39,979 | -4,844-12.12% | Reduce |