 NVIDIA CORPORATIONNVDA |
| 5.62% | 5.82% | $813.8M | 4.1M | $719.4M | 4.1M | -57,742-1.40% | Reduce |
 APPLE INCAAPL |
| 4.73% | 4.79% | $685.3M | 2.4M | $591.7M | 2.3M | +36,881+1.58% | Add |
 MICROSOFT CORPMSFT |
| 3.64% | 4.14% | $528.1M | 1.4M | $511.5M | 1.4M | +34,077+2.47% | Add |
 ALPHABET INCGOOGL |
| 3.14% | 2.37% | $455.2M | 1.3M | $292.5M | 1.0M | +256,811+25.25% | Add |
 AMAZON COM INCAMZN |
| 2.87% | 2.72% | $415.6M | 1.7M | $336.1M | 1.6M | +130,164+8.07% | Add |
 CATERPILLAR INCCAT |
| 2.3% | 1.81% | $333.4M | 313,099 | $224.0M | 316,234 | -3,135-0.99% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.01% | 1.99% | $291.1M | 287,819 | $246.3M | 291,119 | -3,300-1.13% | Reduce |
 BROADCOM INCAVGO |
| 1.97% | 1.85% | $285.7M | 756,199 | $228.4M | 737,954 | +18,245+2.47% | Add |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.93% | $284.6M | 805,367 | $238.1M | 830,112 | -24,745-2.98% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.59% | 1.67% | $229.7M | 701,872 | $207.1M | 703,927 | -2,055-0.29% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.42% | 0.45% | $205.9M | 178,419 | $55.1M | 162,976 | +15,443+9.48% | Add |
 META PLATFORMS INCMETA |
| 1.41% | 1.69% | $203.6M | 361,497 | $208.3M | 364,163 | -2,666-0.73% | Reduce |
 ELI LILLY & COLLY |
| 1.23% | 1.1% | $178.3M | 148,640 | $136.2M | 148,110 | +530+0.36% | Add |
 TESLA INCTSLA |
| 1.17% | 1.2% | $169.9M | 403,974 | $147.9M | 397,901 | +6,073+1.53% | Add |
 VISA INCV |
| 1.16% | 1.2% | $168.7M | 491,657 | $148.9M | 492,523 | -866-0.18% | Reduce |
| WWORLD GOLD TRGLD |
| 1.16% | 1.2% | $167.5M | 2.1M | $148.6M | 1.6M | +505,278+31.51% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.07% | 0.82% | $154.6M | 371,916 | $100.8M | 372,596 | -680-0.18% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.06% | 0.45% | $154.2M | 265,501 | $55.6M | 273,428 | -7,927-2.90% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.05% | 1.18% | $152.4M | 600,208 | $146.1M | 597,810 | +2,398+0.40% | Add |
 HOME DEPOT INCHD |
| 0.95% | 1.03% | $137.0M | 388,440 | $127.9M | 388,923 | -483-0.12% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.84% | 0.9% | $122.4M | 361,823 | $110.9M | 366,703 | -4,880-1.33% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.82% | 0.83% | $118.6M | 1.4M | $103.1M | 236,120 | +1.1M+482.96% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.81% | 0.83% | $117.8M | 540,755 | $102.7M | 523,585 | +17,170+3.28% | Add |
 AMGEN INC COMAMGN |
| 0.8% | 0.92% | $116.5M | 321,697 | $114.2M | 324,463 | -2,766-0.85% | Reduce |
 CISCO SYS INCCSCO |
| 0.76% | 0.52% | $110.2M | 938,596 | $64.5M | 830,756 | +107,840+12.98% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.74% | 0.81% | $107.4M | 214,533 | $100.0M | 208,689 | +5,844+2.80% | Add |
| IISHARES INCURTH |
| 0.74% | 0.59% | $106.7M | 526,498 | $73.4M | 407,987 | +118,511+29.05% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 0.74% | 0.79% | $106.6M | 1.2M | $97.9M | 1.2M | +16,526+1.39% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.73% | 0.74% | $106.3M | 378,142 | $91.9M | 379,022 | -880-0.23% | Reduce |
 INTEL CORPINTC |
| 0.73% | 0.29% | $105.8M | 757,759 | $35.7M | 810,007 | -52,248-6.45% | Reduce |
| VVANGUARD TOTALBND |
| 0.7% | 0.23% | $101.4M | 1.4M | $27.9M | 378,907 | +1.0M+264.45% | Add |
 WALMART INCWMT |
| 0.69% | 0.88% | $100.6M | 887,826 | $109.1M | 877,473 | +10,353+1.18% | Add |
 SHERWIN WILLIAMS COSHW |
| 0.66% | 0.73% | $95.7M | 277,796 | $90.0M | 280,850 | -3,054-1.09% | Reduce |
 MCDONALDS CORPMCD |
| 0.66% | 0.93% | $95.5M | 353,365 | $115.5M | 371,582 | -18,217-4.90% | Reduce |
 TRAVELERS COSTRV |
| 0.63% | 0.67% | $91.6M | 277,396 | $82.3M | 282,031 | -4,635-1.64% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.62% | 0.98% | $90.5M | 661,992 | $120.9M | 712,349 | -50,357-7.07% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.62% | 0.99% | $90.0M | 543,146 | $122.5M | 591,900 | -48,754-8.24% | Reduce |
 MERCK & CO INCMRK |
| 0.62% | 0.67% | $89.3M | 694,815 | $83.2M | 691,506 | +3,309+0.48% | Add |
 PROCTER & GAMBLE COPG |
| 0.59% | 0.69% | $85.9M | 585,467 | $84.8M | 586,915 | -1,448-0.25% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.58% | 0.32% | $84.4M | 116,721 | $39.0M | 114,199 | +2,522+2.21% | Add |
| BBANK OF AMER CORPBAC |
| 0.58% | 0.58% | $83.5M | 1.5M | $71.6M | 1.5M | -3,659-0.25% | Reduce |
 ABBVIE INCABBV |
| 0.56% | 0.56% | $81.7M | 324,551 | $69.8M | 321,157 | +3,394+1.06% | Add |
 LAM RESEARCH CORPLRCX |
| 0.54% | 0.31% | $78.0M | 180,116 | $37.9M | 177,370 | +2,746+1.55% | Add |
 KLA CORPKLAC |
| 0.53% | 0.3% | $77.3M | 256,045 | $37.3M | 25,340 | +230,705+910.44% | Add |
 BOEING COBA |
| 0.52% | 0.56% | $75.1M | 346,792 | $69.7M | 350,183 | -3,391-0.97% | Reduce |
 COCA COLA COKO |
| 0.49% | 0.5% | $70.9M | 872,690 | $62.3M | 819,613 | +53,077+6.48% | Add |
 WELLTOWER INC COMWELL |
| 0.44% | 0.44% | $64.3M | 283,298 | $54.5M | 275,685 | +7,613+2.76% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.43% | 0.45% | $62.0M | 342,793 | $55.8M | 337,229 | +5,564+1.65% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.43% | 0.49% | $61.7M | 120,228 | $60.4M | 120,804 | -576-0.48% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.42% | 0.51% | $60.4M | 64,618 | $63.3M | 63,513 | +1,105+1.74% | Add |
