V VANGUARD MUN BD FDS VTEB
5.02% 2.79% $32.7M 647,007 $17.8M 357,307 +289,700 +81.08% Add MERCK & CO INC MRK
3.54% 3.2% $23.1M 179,799 $20.5M 170,384 +9,415 +5.53% Add I ISHARES TR AGG
3.28% 14.37% $21.4M 216,193 $91.9M 926,085 -709,892 -76.66% Reduce MICROSOFT CORP MSFT
2.63% 2.48% $17.1M 45,971 $15.9M 42,855 +3,116 +7.27% Add ALPHABET INC GOOGL
2.57% 2.49% $16.7M 46,870 $16.0M 55,472 -8,602 -15.51% Reduce TOYOTA MOTOR CORP ADS TM
2.42% 1.69% $15.8M 93,585 $10.8M 52,600 +40,985 +77.92% Add EXXON MOBIL CORP XOM
2.37% 1.98% $15.5M 113,199 $12.7M 74,583 +38,616 +51.78% Add UNITEDHEALTH GROUP INC UNH
2.33% 2.31% $15.2M 36,620 $14.8M 54,597 -17,977 -32.93% Reduce CHEVRON CORPORATION CVX
1.85% 1.39% $12.1M 72,792 $8.9M 43,054 +29,738 +69.07% Add JPMORGAN CHASE & CO JPM
1.74% 1.65% $11.3M 34,663 $10.6M 35,956 -1,293 -3.60% Reduce AMAZON COM INC AMZN
1.74% 1.54% $11.3M 47,509 $9.9M 47,377 +132 +0.28% Add JOHNSON & JOHNSON JNJ
1.68% 1.59% $11.0M 43,175 $10.2M 41,659 +1,516 +3.64% Add VISA INC V
1.54% 1.25% $10.1M 29,351 $8.0M 26,383 +2,968 +11.25% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
1.51% 1.35% $9.9M 20,665 $8.7M 25,637 -4,972 -19.39% Reduce B BANK OF AMER CORP BAC
1.36% 1.28% $8.9M 155,337 $8.2M 167,913 -12,576 -7.49% Reduce NOVO-NORDISK A S NVO
1.36% 1.02% $8.9M 184,608 $6.5M 177,423 +7,185 +4.05% Add DISNEY WALT CO DIS
1.21% 1.1% $7.9M 82,186 $7.0M 72,922 +9,264 +12.70% Add N NEXTERA ENERGY INC NEE
1.19% 1.31% $7.8M 88,811 $8.4M 90,373 -1,562 -1.73% Reduce A AT&T INC T
1.18% 1.18% $7.7M 371,489 $7.6M 261,134 +110,355 +42.26% Add UNION PAC CORP UNP
1.16% 1.15% $7.6M 27,794 $7.4M 30,364 -2,570 -8.46% Reduce APPLE INC AAPL
1.15% 1.17% $7.5M 25,988 $7.5M 29,441 -3,453 -11.73% Reduce BP PLC SPONSORED ADR BP
1.12% 0.81% $7.3M 197,357 $5.2M 110,421 +86,936 +78.73% Add BLACKROCK INC COM BLK
1.11% 1% $7.3M 7,548 $6.4M 6,630 +918 +13.85% Add PFIZER INC PFE
1.1% 1.2% $7.2M 297,285 $7.7M 273,784 +23,501 +8.58% Add SALESFORCE INC CRM
1.07% 1.04% $7.0M 44,715 $6.7M 35,803 +8,912 +24.89% Add PROCTER & GAMBLE CO PG
1.07% 0.8% $7.0M 47,511 $5.1M 35,451 +12,060 +34.02% Add ELI LILLY & CO LLY
1% 0.88% $6.5M 5,449 $5.6M 6,129 -680 -11.09% Reduce BOEING CO BA
1% 0.95% $6.5M 30,183 $6.1M 30,460 -277 -0.91% Reduce SHELL PLC SHEL
1% 0.61% $6.5M 84,239 $3.9M 42,196 +42,043 +99.64% Add VERIZON COMMUNICATIONS INC VZ
0.98% 0.86% $6.4M 151,672 $5.5M 109,806 +41,866 +38.13% Add TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS TTE
0.98% 0.61% $6.4M 82,011 $3.9M 42,667 +39,344 +92.21% Add NETFLIX INC NFLX
0.97% 0.92% $6.3M 88,203 $5.9M 61,022 +27,181 +44.54% Add I INTERNATIONAL BUSINESS MACHS IBM
0.95% 0.6% $6.2M 22,090 $3.8M 15,805 +6,285 +39.77% Add CANADIAN NATL RY CO CNI
0.94% 0.98% $6.1M 51,425 $6.3M 61,225 -9,800 -16.01% Reduce ASML HLDG NV ASML
0.93% 0.88% $6.1M 3,061 $5.7M 4,280 -1,219 -28.48% Reduce GSK PLC SPONSORED ADR GSK
0.92% 0.85% $6.0M 114,724 $5.4M 98,255 +16,469 +16.76% Add BLACKSTONE INC BX
0.91% 0.81% $6.0M 50,628 $5.2M 45,069 +5,559 +12.33% Add CANADIAN PACIFIC KANSAS CITY CP
0.9% 0.92% $5.9M 67,652 $5.9M 74,972 -7,320 -9.76% Reduce MEDTRONIC PLC MDT
0.89% 0.72% $5.8M 74,654 $4.6M 53,432 +21,222 +39.72% Add C CIGNA GROUP CI
0.88% 0.87% $5.7M 20,780 $5.5M 20,785 -5 -0.02% Reduce CME GROUP INC CME
0.87% 0.73% $5.7M 25,832 $4.7M 15,763 +10,069 +63.88% Add ADVANCED MICRO DEVICES INC AMD
0.87% 0.62% $5.7M 9,797 $4.0M 19,610 -9,813 -50.04% Reduce CVS HEALTH CORP CVS
0.86% 0.88% $5.6M 54,289 $5.7M 78,722 -24,433 -31.04% Reduce BROOKFIELD CORP BN
0.86% 0.78% $5.6M 131,121 $5.0M 123,391 +7,730 +6.26% Add G GLOBAL X FDS PAVE
0.83% 0.75% $5.4M 91,892 $4.8M 94,151 -2,259 -2.40% Reduce PALO ALTO PANW
0.82% 0.66% $5.3M 15,669 $4.2M 26,204 -10,535 -40.20% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.8% 0.78% $5.2M 10,447 $5.0M 10,447 0 0.00% Unchanged H HDFC BANK LTD HDB
0.79% 0.52% $5.2M 199,760 $3.4M 134,716 +65,044 +48.28% Add S SONY GROUP CORP SPONSORED ADR SONY
0.79% 0.75% $5.1M 256,015 $4.8M 232,958 +23,057 +9.90% Add COCA COLA CO KO
0.77% 0.66% $5.0M 62,002 $4.2M 55,329 +6,673 +12.06% Add 
