 NVIDIA CORPORATIONNVDA |
| 5.2% | 4.94% | $33.5M | 167,280 | $28.4M | 163,001 | +4,279+2.63% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.6% | 3.86% | $23.1M | 46,243 | $22.2M | 46,311 | -68-0.15% | Reduce |
 APPLE INCAAPL |
| 3.09% | 2.93% | $19.9M | 68,721 | $16.9M | 66,406 | +2,315+3.49% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 2.79% | 3% | $18.0M | 24 | $17.2M | 24 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.56% | 2.75% | $16.5M | 44,148 | $15.8M | 42,792 | +1,356+3.17% | Add |
 COCA COLA COKO |
| 2.26% | 2.33% | $14.6M | 179,287 | $13.4M | 176,135 | +3,152+1.79% | Add |
 VISA INCV |
| 2.05% | 2.02% | $13.2M | 38,345 | $11.6M | 38,455 | -110-0.29% | Reduce |
 BROADCOM INCAVGO |
| 1.96% | 1.86% | $12.6M | 33,418 | $10.7M | 34,555 | -1,137-3.29% | Reduce |
| IISHARES RUSSELLIWF |
| 1.61% | 1.76% | $10.3M | 83,348 | $10.1M | 23,784 | +59,564+250.44% | Add |
 JPMORGAN CHASE & COJPM |
| 1.55% | 1.55% | $9.9M | 30,366 | $8.9M | 30,342 | +24+0.08% | Add |
| IISHARES TRIVV |
| 1.22% | 1.24% | $7.8M | 10,473 | $7.1M | 10,928 | -455-4.16% | Reduce |
 CORNING INCGLW |
| 1.21% | 0.72% | $7.8M | 30,596 | $4.1M | 30,408 | +188+0.62% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.19% | 1.18% | $7.6M | 10,223 | $6.8M | 10,470 | -247-2.36% | Reduce |
 CISCO SYS INCCSCO |
| 1.17% | 0.87% | $7.5M | 64,190 | $5.0M | 64,404 | -214-0.33% | Reduce |
 RTX CORPORATIONRTX |
| 1.12% | 1.27% | $7.2M | 38,119 | $7.3M | 37,765 | +354+0.94% | Add |
 ALPHABET INCGOOGL |
| 1.09% | 0.92% | $7.0M | 19,663 | $5.3M | 18,488 | +1,175+6.36% | Add |
 KIMBERLY-CLARK CORPKMB |
| 1.06% | 1.05% | $6.8M | 62,398 | $6.0M | 62,433 | -35-0.06% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.05% | 0.44% | $6.7M | 11,573 | $2.5M | 12,366 | -793-6.41% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.03% | 0.87% | $6.6M | 18,715 | $5.0M | 17,471 | +1,244+7.12% | Add |
| IISHARES TRTIP |
| 0.96% | 1.19% | $6.2M | 56,271 | $6.9M | 62,209 | -5,938-9.55% | Reduce |
 EATON CORP PLCETN |
| 0.95% | 0.92% | $6.1M | 14,304 | $5.3M | 14,763 | -459-3.11% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.91% | 0.97% | $5.8M | 22,927 | $5.6M | 22,839 | +88+0.39% | Add |
 ASTRAZENECA PLCAZN |
| 0.88% | 1.02% | $5.6M | 29,983 | $5.9M | 30,089 | -106-0.35% | Reduce |
 GE VERNOVA INCGEV |
| 0.76% | 0.48% | $4.9M | 4,182 | $2.8M | 3,183 | +999+31.39% | Add |
 AMAZON COM INCAMZN |
| 0.74% | 0.61% | $4.8M | 20,063 | $3.5M | 16,724 | +3,339+19.97% | Add |
| IISHARES TRIEFA |
| 0.74% | 0.81% | $4.8M | 49,485 | $4.7M | 51,413 | -1,928-3.75% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.73% | 0.41% | $4.7M | 6,184 | $2.4M | 6,101 | +83+1.36% | Add |
| IINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.72% | 0.51% | $4.6M | 72,033 | $2.9M | 65,058 | +6,975+10.72% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.71% | 0.74% | $4.6M | 57,781 | $4.3M | 54,000 | +3,781+7.00% | Add |
 APPLIED MATLS INCAMAT |
| 0.7% | 0.38% | $4.5M | 6,270 | $2.2M | 6,461 | -191-2.96% | Reduce |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.69% | 0.71% | $4.4M | 94,013 | $4.1M | 87,025 | +6,988+8.03% | Add |
 NEWMONT CORPNEM |
| 0.68% | 0.87% | $4.3M | 46,547 | $5.0M | 46,446 | +101+0.22% | Add |
| WWORLD GOLD TRGLD |
| 0.66% | 0.86% | $4.2M | 53,393 | $5.0M | 53,559 | -166-0.31% | Reduce |
 CARRIER GLOBALCARR |
| 0.65% | 0.56% | $4.2M | 57,374 | $3.2M | 57,532 | -158-0.27% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.63% | 0.87% | $4.0M | 29,553 | $5.0M | 29,534 | +19+0.06% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.63% | 0.58% | $4.0M | 48,181 | $3.3M | 44,557 | +3,624+8.13% | Add |
 CHUBB LIMITEDCB |
| 0.63% | 0.67% | $4.0M | 11,806 | $3.8M | 11,767 | +39+0.33% | Add |
 LINDE PLCLIN |
| 0.61% | 0.65% | $3.9M | 7,525 | $3.7M | 7,522 | +3+0.04% | Add |
| VVANGUARD TOTALBND |
| 0.61% | 0.74% | $3.9M | 53,177 | $4.2M | 57,462 | -4,285-7.46% | Reduce |
| IISHARES TREFG |
| 0.59% | 0.61% | $3.8M | 30,330 | $3.5M | 31,598 | -1,268-4.01% | Reduce |
| IISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.57% | 0.66% | $3.7M | 34,509 | $3.8M | 35,585 | -1,076-3.02% | Reduce |
| IISHARES TRGVI |
| 0.56% | 0.66% | $3.6M | 33,883 | $3.8M | 35,699 | -1,816-5.09% | Reduce |
 EMERSON ELEC COEMR |
| 0.56% | 0.59% | $3.6M | 25,137 | $3.4M | 25,887 | -750-2.90% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 0.55% | 0.57% | $3.5M | 45,024 | $3.3M | 41,957 | +3,067+7.31% | Add |
 CHEVRON CORPORATIONCVX |
| 0.54% | 0.75% | $3.5M | 21,100 | $4.3M | 20,844 | +256+1.23% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.53% | 0.56% | $3.4M | 37,159 | $3.2M | 34,951 | +2,208+6.32% | Add |
 XYLEM INCXYL |
| 0.53% | 0.6% | $3.4M | 28,751 | $3.4M | 28,741 | +10+0.03% | Add |
| WWISDOMTREE TRDTH |
| 0.53% | 0.58% | $3.4M | 62,749 | $3.4M | 62,210 | +539+0.87% | Add |
 MERCK & CO INCMRK |
| 0.53% | 0.57% | $3.4M | 26,376 | $3.3M | 27,316 | -940-3.44% | Reduce |
 ELI LILLY & COLLY |
| 0.53% | 0.41% | $3.4M | 2,822 | $2.4M | 2,588 | +234+9.04% | Add |
