 APPLE INCAAPL |
| 11.59% | 11.26% | $107.4M | 371,053 | $94.6M | 372,895 | -1,842-0.49% | Reduce |
| IISHARES TRIVV |
| 3.82% | 3.65% | $35.4M | 47,247 | $30.6M | 46,895 | +352+0.75% | Add |
| IISHARES TRIEFA |
| 3.34% | 3.62% | $30.9M | 319,923 | $30.4M | 336,084 | -16,161-4.81% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.71% | 2.54% | $25.1M | 89,430 | $21.3M | 88,070 | +1,360+1.54% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.5% | 2.4% | $23.2M | 33,766 | $20.2M | 33,731 | +35+0.10% | Add |
 MICROSOFT CORPMSFT |
| 2.41% | 2.62% | $22.4M | 59,967 | $22.0M | 59,569 | +398+0.67% | Add |
 JPMORGAN CHASE & COJPM |
| 2.39% | 2.41% | $22.1M | 67,530 | $20.3M | 68,895 | -1,365-1.98% | Reduce |
| IISHARES COREIJR |
| 1.95% | 1.68% | $18.1M | 121,836 | $14.1M | 113,720 | +8,116+7.14% | Add |
 ALPHABET INCGOOGL |
| 1.94% | 1.73% | $17.9M | 50,205 | $14.6M | 50,672 | -467-0.92% | Reduce |
| IISHARES COREIJH |
| 1.88% | 1.61% | $17.4M | 225,339 | $13.6M | 200,909 | +24,430+12.16% | Add |
 CISCO SYS INCCSCO |
| 1.77% | 1.38% | $16.4M | 139,359 | $11.6M | 149,030 | -9,671-6.49% | Reduce |
 CATERPILLAR INCCAT |
| 1.69% | 1.28% | $15.6M | 14,696 | $10.8M | 15,180 | -484-3.19% | Reduce |
 MERCK & CO INCMRK |
| 1.57% | 1.65% | $14.5M | 112,906 | $13.8M | 114,906 | -2,000-1.74% | Reduce |
 BROADCOM INCAVGO |
| 1.57% | 1.42% | $14.5M | 38,399 | $11.9M | 38,582 | -183-0.47% | Reduce |
 CORNING INCGLW |
| 1.42% | 0.93% | $13.2M | 51,539 | $7.8M | 57,314 | -5,775-10.08% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.37% | 1.52% | $12.7M | 224,919 | $12.7M | 224,779 | +140+0.06% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.29% | 1.35% | $12.0M | 47,062 | $11.3M | 46,365 | +697+1.50% | Add |
 ABBVIE INCABBV |
| 1.28% | 1.23% | $11.8M | 47,008 | $10.4M | 47,593 | -585-1.23% | Reduce |
 AMAZON COM INCAMZN |
| 1.24% | 1.17% | $11.5M | 48,130 | $9.8M | 47,243 | +887+1.88% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.23% | 1.49% | $11.4M | 197,399 | $12.5M | 206,032 | -8,633-4.19% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.21% | 1.17% | $11.2M | 14,997 | $9.8M | 15,122 | -125-0.83% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.19% | 0.7% | $11.0M | 25,457 | $5.8M | 27,336 | -1,879-6.87% | Reduce |
| IISHARES INCIEMG |
| 1.16% | 1.15% | $10.8M | 130,266 | $9.6M | 137,915 | -7,649-5.55% | Reduce |
 WALMART INCWMT |
| 1.12% | 1.37% | $10.4M | 91,730 | $11.5M | 92,781 | -1,051-1.13% | Reduce |
| IISHARES RUSSELLIWF |
| 1.11% | 1.06% | $10.3M | 82,692 | $8.9M | 20,820 | +61,872+297.18% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.01% | 0.97% | $9.4M | 46,942 | $8.1M | 46,707 | +235+0.50% | Add |
 PEPSICO INCPEP |
| 0.98% | 1.25% | $9.1M | 67,357 | $10.5M | 67,618 | -261-0.39% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.93% | 1.21% | $8.6M | 204,135 | $10.2M | 203,125 | +1,010+0.50% | Add |
 EXXON MOBIL CORPXOM |
| 0.91% | 1.2% | $8.4M | 61,347 | $10.1M | 59,565 | +1,782+2.99% | Add |
 PROCTER & GAMBLE COPG |
| 0.86% | 0.96% | $8.0M | 54,609 | $8.1M | 56,109 | -1,500-2.67% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.86% | 0.65% | $8.0M | 26,687 | $5.5M | 28,205 | -1,518-5.38% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.82% | 0.79% | $7.6M | 10,812 | $6.7M | 10,822 | -10-0.09% | Reduce |
 EMERSON ELEC COEMR |
| 0.8% | 0.83% | $7.4M | 51,658 | $7.0M | 53,393 | -1,735-3.25% | Reduce |
 CUMMINS INCCMI |
| 0.77% | 0.66% | $7.1M | 9,969 | $5.5M | 10,239 | -270-2.64% | Reduce |
| AAVANTIS U SAVUV |
| 0.77% | 0.75% | $7.1M | 56,923 | $6.3M | 57,219 | -296-0.52% | Reduce |
 COCA COLA COKO |
| 0.76% | 0.8% | $7.0M | 86,396 | $6.7M | 88,046 | -1,650-1.87% | Reduce |
 NUCOR CORPNUE |
| 0.74% | 0.64% | $6.9M | 30,780 | $5.4M | 31,970 | -1,190-3.72% | Reduce |
 PALO ALTOPANW |
| 0.72% | 0.37% | $6.6M | 19,446 | $3.1M | 19,222 | +224+1.17% | Add |
| IISHARES TRIWD |
| 0.69% | 0.66% | $6.4M | 26,209 | $5.5M | 25,820 | +389+1.51% | Add |
 RTX CORPORATIONRTX |
| 0.68% | 0.78% | $6.3M | 33,106 | $6.6M | 33,983 | -877-2.58% | Reduce |
| AAvantis US Small Cap Value ETFAVDV |
| 0.67% | 0.72% | $6.2M | 60,212 | $6.0M | 60,215 | -3-0.00% | Reduce |
 COMMUNITY FINANCIAL SYSTEM ICBU |
| 0.66% | 0.7% | $6.1M | 91,527 | $5.9M | 100,312 | -8,785-8.76% | Reduce |
 AMGEN INC COMAMGN |
| 0.65% | 0.69% | $6.1M | 16,708 | $5.8M | 16,492 | +216+1.31% | Add |
| QQUALCOMM INCQCOM |
| 0.61% | 0.5% | $5.6M | 30,517 | $4.2M | 32,519 | -2,002-6.16% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 0.61% | 0.65% | $5.6M | 41,158 | $5.4M | 41,382 | -224-0.54% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.6% | 0.84% | $5.6M | 33,584 | $7.0M | 34,027 | -443-1.30% | Reduce |
 VISA INCV |
| 0.57% | 0.55% | $5.3M | 15,484 | $4.7M | 15,414 | +70+0.45% | Add |
 ELI LILLY & COLLY |
| 0.56% | 0.45% | $5.2M | 4,314 | $3.8M | 4,119 | +195+4.73% | Add |
 CHUBB LIMITEDCB |
| 0.56% | 0.58% | $5.1M | 15,108 | $4.9M | 14,950 | +158+1.06% | Add |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.54% | 0.59% | $5.0M | 62,002 | $5.0M | 61,532 | +470+0.76% | Add |
