 NVIDIA CORPORATIONNVDA |
| 4.66% | 4.39% | $76.7M | 383,269 | $64.9M | 372,169 | +11,100+2.98% | Add |
| VVANGUARD TOTALBND |
| 4.38% | 4.61% | $72.2M | 984,185 | $68.2M | 925,778 | +58,407+6.31% | Add |
 APPLE INCAAPL |
| 4.32% | 4.13% | $71.1M | 245,369 | $61.0M | 240,347 | +5,022+2.09% | Add |
 MICROSOFT CORPMSFT |
| 3.92% | 3.79% | $64.5M | 172,761 | $56.0M | 151,366 | +21,395+14.13% | Add |
 ALPHABET INCGOOGL |
| 3.78% | 3.86% | $62.3M | 174,067 | $57.0M | 198,300 | -24,233-12.22% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 3.39% | 3.37% | $55.8M | 536,747 | $49.8M | 512,370 | +24,377+4.76% | Add |
| IISHARES RUSSELLIWF |
| 2.71% | 2.54% | $44.6M | 358,431 | $37.6M | 88,138 | +270,293+306.67% | Add |
 BROADCOM INCAVGO |
| 2.62% | 2.56% | $43.1M | 114,206 | $37.9M | 122,382 | -8,176-6.68% | Reduce |
 AMAZON COM INCAMZN |
| 2.54% | 2.24% | $41.8M | 175,342 | $33.1M | 158,836 | +16,506+10.39% | Add |
| IISHARES RUSSELLIWB |
| 2.03% | 1.72% | $33.4M | 81,262 | $25.4M | 71,246 | +10,016+14.06% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.96% | 1.88% | $32.4M | 375,591 | $27.8M | 63,641 | +311,950+490.17% | Add |
 META PLATFORMS INCMETA |
| 1.73% | 1.9% | $28.6M | 50,696 | $28.1M | 49,134 | +1,562+3.18% | Add |
| IISHARES TRIWD |
| 1.69% | 1.42% | $27.8M | 114,711 | $21.1M | 98,528 | +16,183+16.42% | Add |
 WALMART INCWMT |
| 1.55% | 1.97% | $25.6M | 225,500 | $29.2M | 234,774 | -9,274-3.95% | Reduce |
| IISHARES RUSSELLIWM |
| 1.46% | 1.31% | $24.1M | 79,974 | $19.4M | 77,945 | +2,029+2.60% | Add |
 JPMORGAN CHASE & COJPM |
| 1.45% | 1.51% | $23.9M | 72,923 | $22.3M | 75,725 | -2,802-3.70% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.41% | 1.02% | $23.3M | 30,519 | $15.0M | 38,445 | -7,926-20.62% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.41% | 2.06% | $23.3M | 170,236 | $30.5M | 179,431 | -9,195-5.12% | Reduce |
| VVANGUARD FSTEVWO |
| 1.35% | 1.33% | $22.2M | 371,955 | $19.6M | 363,260 | +8,695+2.39% | Add |
| IISHARES TRIVV |
| 1.21% | 1.19% | $19.9M | 26,614 | $17.6M | 26,927 | -313-1.16% | Reduce |
 ABBVIE INCABBV |
| 1.16% | 1.09% | $19.1M | 75,841 | $16.2M | 74,317 | +1,524+2.05% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.22% | $18.3M | 71,998 | $18.0M | 73,582 | -1,584-2.15% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.04% | 0.64% | $17.2M | 17,789 | $9.5M | 24,244 | -6,455-26.63% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.03% | — | $17.0M | 14,756 | $0 | 0 | +14,756 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 1.03% | 1.01% | $17.0M | 24,772 | $15.0M | 25,050 | -278-1.11% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.03% | 1.01% | $17.0M | 115,947 | $15.0M | 103,839 | +12,108+11.66% | Add |
 MORGAN STANLEYMS |
| 1.03% | 1.14% | $16.9M | 81,060 | $16.9M | 102,546 | -21,486-20.95% | Reduce |
 ELI LILLY & COLLY |
| 0.98% | 0.78% | $16.1M | 13,431 | $11.6M | 12,597 | +834+6.62% | Add |
 TJX COS INC NEWTJX |
| 0.96% | 1.2% | $15.9M | 104,668 | $17.8M | 111,269 | -6,601-5.93% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.95% | 0.92% | $15.7M | 42,408 | $13.6M | 42,408 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.95% | 0.71% | $15.6M | 37,195 | $10.6M | 28,405 | +8,790+30.95% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.95% | 0.49% | $15.6M | 15,950 | $7.3M | 8,136 | +7,814+96.04% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.87% | 1.06% | $14.3M | 113,516 | $15.6M | 111,932 | +1,584+1.42% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.85% | 0.89% | $14.1M | 61,303 | $13.1M | 72,664 | -11,361-15.63% | Reduce |
 DEERE & CODE |
| 0.85% | 0.72% | $14.0M | 21,996 | $10.6M | 18,789 | +3,207+17.07% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.84% | 0.91% | $13.9M | 27,049 | $13.4M | 26,840 | +209+0.78% | Add |
| IISHARES TRGVI |
| 0.81% | 0.75% | $13.3M | 123,247 | $11.1M | 104,038 | +19,209+18.46% | Add |
 OUTFRONT MEDIAOUT |
| 0.79% | 0.35% | $13.1M | 399,298 | $5.1M | 193,136 | +206,162+106.74% | Add |
| FFASTENAL CO COMFAST |
| 0.76% | 0.87% | $12.5M | 260,880 | $12.9M | 277,710 | -16,830-6.06% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.67% | 0.75% | $11.0M | 120,001 | $11.1M | 120,131 | -130-0.11% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.67% | 0.67% | $11.0M | 35,073 | $9.9M | 34,343 | +730+2.13% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.67% | 0.7% | $11.0M | 50,516 | $10.3M | 52,662 | -2,146-4.08% | Reduce |
 EATON CORP PLCETN |
| 0.66% | 0.63% | $10.9M | 25,505 | $9.2M | 25,826 | -321-1.24% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.66% | 0.76% | $10.8M | 123,259 | $11.2M | 120,241 | +3,018+2.51% | Add |
 AMPHENOL CORPAPH |
| 0.65% | 0.51% | $10.7M | 60,792 | $7.5M | 59,186 | +1,606+2.71% | Add |
 WELLS FARGO CO NEWWFC |
| 0.64% | 0.82% | $10.6M | 128,450 | $12.2M | 153,089 | -24,639-16.09% | Reduce |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 0.64% | 0.56% | $10.5M | 43,653 | $8.3M | 43,734 | -81-0.19% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.57% | 0.5% | $9.4M | 12,800 | $7.4M | 12,833 | -33-0.26% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.57% | 0.51% | $9.4M | 9,262 | $7.6M | 8,940 | +322+3.60% | Add |
| PPROLOGIS INC. COMPLD |
| 0.57% | 0.61% | $9.3M | 68,968 | $9.1M | 68,516 | +452+0.66% | Add |
