 MICROSOFT CORPMSFT |
| 5.19% | 5.48% | $35.2M | 151,124 | $45.9M | 178,853 | -27,729-15.50% | Reduce |
 AMAZON COM INCAMZN |
| 3.23% | 2.9% | $21.9M | 193,728 | $24.3M | 228,880 | -35,152-15.36% | Reduce |
 ALPHABET INCGOOGL |
| 1.75% | 1.94% | $11.9M | 124,314 | $16.3M | 7,468 | +116,846+1,564.62% | Add |
| AAlphabet Inc Class CGOOG |
| 1.74% | 1.87% | $11.8M | 122,606 | $15.7M | 7,163 | +115,443+1,611.66% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.49% | 1.42% | $10.1M | 20,002 | $11.9M | 23,169 | -3,167-13.67% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.34% | 1.37% | $9.1M | 55,594 | $11.5M | 64,781 | -9,187-14.18% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.19% | 0.89% | $8.1M | 92,515 | $7.4M | 86,703 | +5,812+6.70% | Add |
| PPROLOGIS INC. COMPLD |
| 1.07% | 1.03% | $7.3M | 71,503 | $8.6M | 73,489 | -1,986-2.70% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.04% | 1.05% | $7.0M | 26,352 | $8.8M | 32,283 | -5,931-18.37% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.99% | 1.16% | $6.7M | 55,224 | $9.7M | 64,130 | -8,906-13.89% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.96% | 0.99% | $6.5M | 62,222 | $8.3M | 73,645 | -11,423-15.51% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.95% | 1.03% | $6.4M | 50,851 | $8.7M | 60,168 | -9,317-15.48% | Reduce |
 VISA INCV |
| 0.9% | 1% | $6.1M | 34,501 | $8.4M | 42,436 | -7,935-18.70% | Reduce |
 HOME DEPOT INCHD |
| 0.89% | 0.85% | $6.0M | 21,818 | $7.1M | 26,052 | -4,234-16.25% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.87% | 0.68% | $5.9M | 41,043 | $5.7M | 39,293 | +1,750+4.45% | Add |
 ELI LILLY & COLLY |
| 0.83% | 0.78% | $5.6M | 17,414 | $6.5M | 20,152 | -2,738-13.59% | Reduce |
 PFIZER INCPFE |
| 0.8% | 0.89% | $5.4M | 123,853 | $7.4M | 141,914 | -18,061-12.73% | Reduce |
 EQUINIX INCEQIX |
| 0.77% | 0.71% | $5.2M | 9,156 | $6.0M | 9,063 | +93+1.03% | Add |
 ABBVIE INCABBV |
| 0.76% | 0.8% | $5.2M | 38,632 | $6.7M | 44,031 | -5,399-12.26% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.76% | 0.83% | $5.2M | 18,165 | $7.0M | 22,112 | -3,947-17.85% | Reduce |
 PEPSICO INCPEP |
| 0.71% | 0.65% | $4.8M | 29,508 | $5.5M | 32,827 | -3,319-10.11% | Reduce |
 MERCK & CO INCMRK |
| 0.7% | 0.68% | $4.8M | 55,512 | $5.7M | 62,551 | -7,039-11.25% | Reduce |
 COCA COLA COKO |
| 0.7% | 0.77% | $4.8M | 85,336 | $6.4M | 102,002 | -16,666-16.34% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.68% | 0.69% | $4.6M | 152,929 | $5.8M | 186,017 | -33,088-17.79% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.64% | $4.6M | 9,680 | $5.4M | 11,274 | -1,594-14.14% | Reduce |
 PUBLIC STORAGE COMPSA |
| 0.65% | 0.58% | $4.4M | 14,963 | $4.8M | 15,454 | -491-3.18% | Reduce |
 WALMART INCWMT |
| 0.63% | 0.53% | $4.3M | 32,767 | $4.4M | 36,457 | -3,690-10.12% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.62% | 0.65% | $4.2M | 8,248 | $5.4M | 9,997 | -1,749-17.50% | Reduce |
 BROADCOM INCAVGO |
| 0.57% | 0.63% | $3.9M | 8,783 | $5.2M | 10,797 | -2,014-18.65% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.56% | 0.51% | $3.8M | 14,633 | $4.3M | 16,770 | -2,137-12.74% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.53% | 0.58% | $3.6M | 36,901 | $4.8M | 44,575 | -7,674-17.22% | Reduce |
 MCDONALDS CORPMCD |
| 0.51% | 0.56% | $3.5M | 15,103 | $4.7M | 19,163 | -4,060-21.19% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.51% | 0.51% | $3.5M | 13,514 | $4.2M | 15,253 | -1,739-11.40% | Reduce |
 CISCO SYS INCCSCO |
| 0.5% | 0.52% | $3.4M | 84,729 | $4.4M | 102,360 | -17,631-17.22% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.5% | 0.51% | $3.4M | 47,295 | $4.3M | 55,741 | -8,446-15.15% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.5% | 0.63% | $3.4M | 88,503 | $5.3M | 103,837 | -15,334-14.77% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.49% | 0.41% | $3.3M | 42,622 | $3.5M | 44,791 | -2,169-4.84% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.49% | 0.47% | $3.3M | 81,895 | $4.0M | 100,987 | -19,092-18.91% | Reduce |
 DISNEY WALT CODIS |
| 0.48% | 0.47% | $3.3M | 34,489 | $3.9M | 41,807 | -7,318-17.50% | Reduce |
 SALESFORCE INCCRM |
| 0.47% | 0.48% | $3.2M | 22,166 | $4.0M | 24,499 | -2,333-9.52% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.46% | 0.6% | $3.1M | 38,829 | $5.0M | 43,941 | -5,112-11.63% | Reduce |
 REALTY INCOME CORP COMO |
| 0.45% | 0.41% | $3.1M | 52,685 | $3.4M | 50,353 | +2,332+4.63% | Add |
 CONOCOPHILLIPSCOP |
| 0.45% | 0.31% | $3.0M | 29,550 | $2.6M | 29,361 | +189+0.64% | Add |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.44% | 0.39% | $3.0M | 33,623 | $3.3M | 34,687 | -1,064-3.07% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.44% | 0.44% | $3.0M | 19,486 | $3.7M | 24,279 | -4,793-19.74% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 0.43% | 0.54% | $2.9M | 99,170 | $4.5M | 114,854 | -15,684-13.66% | Reduce |
 ADOBE INC COMADBE |
| 0.43% | 0.54% | $2.9M | 10,494 | $4.5M | 12,366 | -1,872-15.14% | Reduce |
| QQUALCOMM INCQCOM |
| 0.41% | 0.44% | $2.8M | 24,777 | $3.7M | 29,197 | -4,420-15.14% | Reduce |
 AMGEN INC COMAMGN |
| 0.4% | 0.4% | $2.7M | 12,051 | $3.4M | 13,769 | -1,718-12.48% | Reduce |
 WELLTOWER INC COMWELL |
| 0.4% | 0.4% | $2.7M | 42,012 | $3.4M | 41,104 | +908+2.21% | Add |
