 MICROSOFT CORPMSFT |
| 4.95% | 3.3% | $211.2M | 1.3M | $214.7M | 1.4M | -21,919-1.61% | Reduce |
 APPLE INCAAPL |
| 4.84% | 3.78% | $206.7M | 812,946 | $245.5M | 836,105 | -23,159-2.77% | Reduce |
 AMAZON COM INCAMZN |
| 3.17% | 1.82% | $135.1M | 69,305 | $118.1M | 63,894 | +5,411+8.47% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 2.07% | 1.34% | $88.5M | 1.0M | $87.0M | 1.0M | -7,000-0.68% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.32% | $78.3M | 67,313 | $85.8M | 64,200 | +3,113+4.85% | Add |
 META PLATFORMS INCMETA |
| 1.57% | 1.27% | $67.1M | 402,177 | $82.3M | 401,035 | +1,142+0.28% | Add |
 VISA INCV |
| 1.47% | 1.15% | $62.8M | 389,527 | $74.8M | 398,101 | -8,574-2.15% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.46% | 1.1% | $62.4M | 341,270 | $71.3M | 314,881 | +26,389+8.38% | Add |
 INTEL CORPINTC |
| 1.3% | 0.97% | $55.7M | 1.0M | $63.3M | 1.1M | -28,580-2.70% | Reduce |
 MERCK & CO INCMRK |
| 1.24% | 0.88% | $52.9M | 687,583 | $57.0M | 626,522 | +61,061+9.75% | Add |
| XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR |
| 1.22% | 0.08% | $52.0M | 2.0M | $5.3M | 178,600 | +1.8M+1,024.97% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.17% | 1.04% | $50.1M | 381,770 | $67.8M | 464,871 | -83,101-17.88% | Reduce |
 ALPHABET INCGOOGL |
| 1.12% | 1.06% | $47.8M | 41,105 | $68.6M | 51,241 | -10,136-19.78% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.07% | 0.84% | $45.8M | 189,800 | $54.4M | 182,170 | +7,630+4.19% | Add |
| AAT&T INCT |
| 1.04% | 0.74% | $44.6M | 1.5M | $48.0M | 1.2M | +300,594+24.46% | Add |
| BBANK OF AMER CORPBAC |
| 1.03% | 1.83% | $43.8M | 2.1M | $118.7M | 3.4M | -1.3M-38.82% | Reduce |
 HOME DEPOT INCHD |
| 1.01% | 0.74% | $43.3M | 231,744 | $48.3M | 221,186 | +10,558+4.77% | Add |
 CHEVRON CORPORATIONCVX |
| 0.98% | 0.92% | $41.6M | 574,429 | $59.9M | 497,225 | +77,204+15.53% | Add |
 CISCO SYS INCCSCO |
| 0.92% | 1.1% | $39.3M | 999,972 | $71.8M | 1.5M | -496,803-33.19% | Reduce |
 ADOBE INC COMADBE |
| 0.89% | 0.31% | $38.0M | 119,440 | $20.0M | 60,527 | +58,913+97.33% | Add |
 JPMORGAN CHASE & COJPM |
| 0.87% | 1.59% | $37.0M | 410,789 | $103.6M | 742,872 | -332,083-44.70% | Reduce |
 COCA COLA COKO |
| 0.86% | 0.48% | $36.8M | 831,880 | $31.1M | 561,884 | +269,996+48.05% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.86% | 0.46% | $36.8M | 139,545 | $29.7M | 126,326 | +13,219+10.46% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.85% | 0.63% | $36.2M | 1.1M | $41.1M | 913,939 | +137,937+15.09% | Add |
 INTUITINTU |
| 0.83% | 0.61% | $35.3M | 153,304 | $40.0M | 152,578 | +726+0.48% | Add |
 TEXAS INSTRS INCTXN |
| 0.81% | 0.78% | $34.6M | 345,861 | $50.7M | 395,312 | -49,451-12.51% | Reduce |
 HONEYWELL INTL INCHON |
| 0.8% | 0.75% | $34.0M | 254,111 | $48.6M | 274,349 | -20,238-7.38% | Reduce |
 CHARTER COMMUNICATIONSCHTR |
| 0.77% | 0.59% | $32.7M | 74,850 | $38.5M | 79,331 | -4,481-5.65% | Reduce |
 PFIZER INCPFE |
| 0.76% | 0.61% | $32.3M | 989,937 | $39.5M | 1.0M | -18,048-1.79% | Reduce |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.74% | 0.9% | $31.5M | 672,000 | $58.4M | 939,380 | -267,380-28.46% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.7% | 0.4% | $29.8M | 271,247 | $26.2M | 209,919 | +61,328+29.22% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.69% | 0.7% | $29.6M | 551,146 | $45.2M | 736,384 | -185,238-25.16% | Reduce |
 AGNC INVT CORP COMAGNC |
| 0.69% | 0.51% | $29.2M | 2.8M | $32.9M | 1.9M | +900,365+48.31% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.64% | 0.64% | $27.4M | 246,761 | $41.6M | 310,292 | -63,531-20.47% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.61% | 0.4% | $26.1M | 204,078 | $26.3M | 191,173 | +12,905+6.75% | Add |
 MEDTRONIC PLCMDT |
| 0.57% | 0.44% | $24.1M | 267,526 | $28.4M | 250,067 | +17,459+6.98% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.56% | 0.44% | $24.0M | 430,842 | $28.9M | 450,205 | -19,363-4.30% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.56% | 0.31% | $24.0M | 96,056 | $20.2M | 68,839 | +27,217+39.54% | Add |
 US BANCORPUSB |
| 0.56% | 0.65% | $23.8M | 690,668 | $42.1M | 710,150 | -19,482-2.74% | Reduce |
 CSX CORPCSX |
| 0.55% | 0.49% | $23.6M | 412,477 | $31.7M | 438,624 | -26,147-5.96% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.53% | 0.43% | $22.5M | 230,856 | $28.2M | 231,076 | -220-0.10% | Reduce |
 EVERGY INC COMEVRG |
| 0.51% | 0.51% | $21.8M | 395,449 | $33.0M | 507,397 | -111,948-22.06% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.5% | 0.32% | $21.2M | 269,250 | $21.0M | 241,389 | +27,861+11.54% | Add |
 SALESFORCE INCCRM |
| 0.49% | 0.68% | $20.9M | 145,219 | $44.1M | 271,082 | -125,863-46.43% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.49% | 0.6% | $20.8M | 379,253 | $39.1M | 262,697 | +116,556+44.37% | Add |
 CVS HEALTH CORPCVS |
| 0.48% | 0.4% | $20.4M | 343,703 | $25.9M | 349,065 | -5,362-1.54% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.47% | 0.5% | $19.9M | 77,021 | $32.7M | 101,481 | -24,460-24.10% | Reduce |
 AMGEN INC COMAMGN |
| 0.46% | 0.25% | $19.6M | 96,464 | $16.4M | 67,941 | +28,523+41.98% | Add |
 COLGATE PALMOLIVE COCL |
| 0.45% | 0.34% | $19.2M | 289,110 | $21.9M | 317,917 | -28,807-9.06% | Reduce |
 CINTAS CORP COMCTAS |
| 0.44% | 0.21% | $18.7M | 107,865 | $13.8M | 51,221 | +56,644+110.59% | Add |
