ALPHABET INCGOOGL |
| 5.77% | 2.73% | $56.0M | 156,683 | $23.0M | 79,824 | +76,859+96.29% | Add |
NVIDIA CORPORATIONNVDA |
| 3.87% | 3.92% | $37.6M | 187,746 | $33.0M | 189,125 | -1,379-0.73% | Reduce |
APPLE INCAAPL |
| 3.66% | 3.72% | $35.6M | 122,884 | $31.3M | 123,490 | -606-0.49% | Reduce |
| VVANGUARD MIDVO |
| 2.73% | 2.74% | $26.5M | 328,339 | $23.0M | 80,144 | +248,195+309.69% | Add |
BROADCOM INCAVGO |
| 2.48% | 2.36% | $24.1M | 63,756 | $19.9M | 64,293 | -537-0.84% | Reduce |
| AAMERICAN CENTY ETF TRAVEM |
| 2.38% | 2.3% | $23.1M | 239,063 | $19.4M | 240,390 | -1,327-0.55% | Reduce |
ASML HLDG NVASML |
| 2.3% | 1.86% | $22.3M | 11,223 | $15.6M | 11,823 | -600-5.07% | Reduce |
| VVANGUARD INDEX FDSVB |
| 2.26% | 2.23% | $21.9M | 72,359 | $18.8M | 71,731 | +628+0.88% | Add |
PALO ALTOPANW |
| 2.21% | 1.24% | $21.5M | 62,965 | $10.5M | 65,263 | -2,298-3.52% | Reduce |
MICROSOFT CORPMSFT |
| 2.11% | 2.3% | $20.5M | 54,877 | $19.4M | 52,350 | +2,527+4.83% | Add |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 2.1% | 2.15% | $20.4M | 389,425 | $18.1M | 375,752 | +13,673+3.64% | Add |
AMAZON COM INCAMZN |
| 2.05% | 2.03% | $19.9M | 83,337 | $17.1M | 81,900 | +1,437+1.75% | Add |
ELI LILLY & COLLY |
| 1.77% | 1.54% | $17.2M | 14,341 | $13.0M | 14,123 | +218+1.54% | Add |
GOLDMAN SACHS GROUP INCGS |
| 1.76% | 1.72% | $17.1M | 16,930 | $14.5M | 17,148 | -218-1.27% | Reduce |
WALMART INCWMT |
| 1.73% | 2.19% | $16.8M | 148,566 | $18.4M | 148,166 | +400+0.27% | Add |
JPMORGAN CHASE & COJPM |
| 1.73% | 1.77% | $16.8M | 51,246 | $14.9M | 50,757 | +489+0.96% | Add |
| IISHARES COREIJH |
| 1.73% | 1.77% | $16.8M | 217,473 | $14.9M | 220,386 | -2,913-1.32% | Reduce |
AVANTIS INTLNGG |
| 1.56% | 1.66% | $15.2M | 170,179 | $14.0M | 164,681 | +5,498+3.34% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 1.54% | 1.86% | $14.9M | 15,942 | $15.7M | 15,710 | +232+1.48% | Add |
| SSTATE STREETSLYG |
| 1.48% | 1.36% | $14.4M | 120,589 | $11.4M | 118,237 | +2,352+1.99% | Add |
CORNING INCGLW |
| 1.42% | 0.95% | $13.8M | 54,010 | $8.0M | 59,014 | -5,004-8.48% | Reduce |
HOME DEPOT INCHD |
| 1.35% | 1.37% | $13.1M | 37,161 | $11.5M | 34,963 | +2,198+6.29% | Add |
RTX CORPORATIONRTX |
| 1.3% | 1.51% | $12.6M | 66,560 | $12.7M | 66,043 | +517+0.78% | Add |
LINDE PLCLIN |
| 1.28% | 1.4% | $12.5M | 24,030 | $11.8M | 23,737 | +293+1.23% | Add |
| IISHARES TRIMCV |
| 1.28% | 1.31% | $12.4M | 135,955 | $11.0M | 130,251 | +5,704+4.38% | Add |
| VVANGUARD INDEX FDSVOT |
| 1.27% | 1.16% | $12.3M | 40,200 | $9.7M | 37,873 | +2,327+6.14% | Add |
VISA INCV |
| 1.26% | 1.25% | $12.3M | 35,785 | $10.5M | 34,727 | +1,058+3.05% | Add |
META PLATFORMS INCMETA |
| 1.16% | 1.27% | $11.2M | 19,917 | $10.7M | 18,659 | +1,258+6.74% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.13% | 1.21% | $11.0M | 21,884 | $10.2M | 21,293 | +591+2.78% | Add |
UNITEDHEALTH GROUP INCUNH |
| 1.12% | 0.81% | $10.9M | 26,173 | $6.9M | 25,327 | +846+3.34% | Add |
BLACKROCK INC COMBLK |
| 1.06% | 1.21% | $10.3M | 10,698 | $10.2M | 10,568 | +130+1.23% | Add |
| IISHARES COREIJR |
| 1.04% | 1.03% | $10.1M | 68,135 | $8.7M | 69,925 | -1,790-2.56% | Reduce |
JOHNSON & JOHNSONJNJ |
| 1.03% | 1.12% | $10.0M | 39,543 | $9.4M | 38,446 | +1,097+2.85% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.97% | 1.16% | $9.4M | 107,304 | $9.7M | 104,866 | +2,438+2.32% | Add |
ECOLAB INCECL |
| 0.97% | 1.03% | $9.4M | 33,547 | $8.6M | 32,347 | +1,200+3.71% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.96% | 1.03% | $9.3M | 18,588 | $8.7M | 17,632 | +956+5.42% | Add |
NETFLIX INCNFLX |
| 0.94% | 1.4% | $9.2M | 128,191 | $11.8M | 122,759 | +5,432+4.42% | Add |
MARRIOTT INTL INC NEWMAR |
| 0.94% | 0.95% | $9.1M | 24,632 | $8.0M | 24,356 | +276+1.13% | Add |
WASTE MGMT INC DELWM |
| 0.92% | 1.04% | $8.9M | 40,002 | $8.8M | 38,216 | +1,786+4.67% | Add |
DEERE & CODE |
| 0.91% | 0.93% | $8.8M | 13,930 | $7.8M | 13,916 | +14+0.10% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.91% | 0.97% | $8.8M | 149,448 | $8.2M | 137,007 | +12,441+9.08% | Add |
BLACKSTONE INCBX |
| 0.9% | 0.95% | $8.7M | 73,912 | $8.0M | 69,554 | +4,358+6.27% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.87% | 1.07% | $8.5M | 19,372 | $9.0M | 19,038 | +334+1.75% | Add |
PEPSICO INCPEP |
| 0.86% | 1.11% | $8.3M | 61,667 | $9.3M | 60,093 | +1,574+2.62% | Add |
| IISHARES TRILCG |
| 0.84% | 0.8% | $8.2M | 70,015 | $6.7M | 70,370 | -355-0.50% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.84% | 0.87% | $8.2M | 37,425 | $7.3M | 37,361 | +64+0.17% | Add |
REGENERON PHARMACEUTICALSREGN |
| 0.81% | 1.12% | $7.9M | 12,686 | $9.4M | 12,209 | +477+3.91% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCW |
| 0.81% | 0.89% | $7.9M | 383,058 | $7.5M | 364,437 | +18,621+5.11% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCU |
| 0.81% | 0.89% | $7.8M | 470,052 | $7.5M | 446,909 | +23,143+5.18% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCV |
| 0.8% | 0.88% | $7.8M | 476,339 | $7.4M | 451,928 | +24,411+5.40% | Add |