 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 18.98% | 18.58% | $196.2M | 262 | $188.0M | 262 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 7.27% | 7.03% | $75.2M | 315,498 | $71.1M | 260,763 | +54,735+20.99% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 4.06% | 3.97% | $42.0M | 177,445 | $40.2M | 176,280 | +1,165+0.66% | Add |
 APPLE INCAAPL |
| 3.63% | 3.79% | $37.5M | 129,713 | $38.4M | 130,782 | -1,069-0.82% | Reduce |
| IISHARES TRICSH |
| 3.23% | 3.18% | $33.4M | 659,801 | $32.2M | 636,839 | +22,962+3.61% | Add |
 ALPHABET INCGOOGL |
| 3.19% | 3.27% | $33.0M | 92,326 | $33.1M | 82,618 | +9,708+11.75% | Add |
| IISHARES TRSGOV |
| 2.87% | 2.86% | $29.7M | 294,790 | $28.9M | 287,436 | +7,354+2.56% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.55% | 2.83% | $26.4M | 131,994 | $28.6M | 133,079 | -1,085-0.82% | Reduce |
 MICROSOFT CORPMSFT |
| 2.24% | 2.55% | $23.2M | 62,158 | $25.8M | 62,069 | +89+0.14% | Add |
 DUKE ENERGY CORP NEWDUK |
| 2% | 2.01% | $20.7M | 163,580 | $20.3M | 163,709 | -129-0.08% | Reduce |
| IISHARES COREIJR |
| 1.85% | 1.76% | $19.1M | 128,641 | $17.8M | 128,712 | -71-0.06% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.75% | 1.66% | $18.1M | 55,202 | $16.8M | 55,750 | -548-0.98% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.65% | 1.7% | $17.1M | 22,864 | $17.2M | 23,276 | -412-1.77% | Reduce |
 ELI LILLY & COLLY |
| 1.63% | 1.33% | $16.9M | 14,057 | $13.5M | 14,204 | -147-1.03% | Reduce |
 WALMART INCWMT |
| 1.26% | 1.5% | $13.0M | 115,206 | $15.1M | 116,111 | -905-0.78% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.21% | 1.09% | $12.5M | 49,266 | $11.0M | 49,683 | -417-0.84% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.18% | 1.17% | $12.2M | 23,754 | $11.8M | 23,896 | -142-0.59% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.15% | 1.06% | $11.9M | 208,341 | $10.7M | 208,888 | -547-0.26% | Reduce |
 CISCO SYS INCCSCO |
| 1.07% | 0.95% | $11.1M | 94,554 | $9.6M | 99,130 | -4,576-4.62% | Reduce |
 HOME DEPOT INCHD |
| 0.98% | 0.89% | $10.1M | 28,760 | $9.0M | 28,350 | +410+1.45% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.91% | 0.96% | $9.4M | 109,273 | $9.8M | 112,314 | -3,041-2.71% | Reduce |
| IISHARES TRIEFA |
| 0.91% | 0.93% | $9.4M | 97,208 | $9.4M | 96,963 | +245+0.25% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.85% | 0.82% | $8.7M | 17,472 | $8.3M | 17,449 | +23+0.13% | Add |
 AMGEN INC COMAMGN |
| 0.82% | 0.77% | $8.5M | 23,543 | $7.7M | 23,346 | +197+0.84% | Add |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.81% | 0.8% | $8.4M | 166,800 | $8.1M | 161,855 | +4,945+3.06% | Add |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.9% | $8.1M | 22,845 | $9.1M | 22,963 | -118-0.51% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.78% | 0.73% | $8.0M | 42,213 | $7.4M | 42,192 | +21+0.05% | Add |
| WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR |
| 0.74% | 0.76% | $7.6M | 151,876 | $7.7M | 151,841 | +35+0.02% | Add |
 ABBVIE INCABBV |
| 0.74% | 0.61% | $7.6M | 30,317 | $6.1M | 30,502 | -185-0.61% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.73% | 0.53% | $7.5M | 9,861 | $5.3M | 10,081 | -220-2.18% | Reduce |
 COCA COLA COKO |
| 0.73% | 0.72% | $7.5M | 92,434 | $7.3M | 92,909 | -475-0.51% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.66% | 0.67% | $6.9M | 46,728 | $6.8M | 46,597 | +131+0.28% | Add |
 META PLATFORMS INCMETA |
| 0.62% | 0.69% | $6.4M | 11,416 | $6.9M | 11,398 | +18+0.16% | Add |
| IISHARES RUSSELLIWM |
| 0.61% | 0.58% | $6.3M | 21,013 | $5.8M | 20,526 | +487+2.37% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCR |
| 0.59% | 0.6% | $6.1M | 312,670 | $6.1M | 311,024 | +1,646+0.53% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.57% | 0.56% | $5.9M | 109,209 | $5.6M | 109,643 | -434-0.40% | Reduce |
| IISHARES TRIBDR |
| 0.55% | 0.58% | $5.7M | 236,025 | $5.8M | 240,600 | -4,575-1.90% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.55% | 0.53% | $5.7M | 22,566 | $5.4M | 22,616 | -50-0.22% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSCS |
| 0.54% | 0.54% | $5.6M | 275,727 | $5.4M | 265,848 | +9,879+3.72% | Add |
 TJX COS INC NEWTJX |
| 0.53% | 0.55% | $5.5M | 36,018 | $5.6M | 36,238 | -220-0.61% | Reduce |
| IINVESCO RAFI US 1000 ETFPRF |
| 0.53% | 0.53% | $5.4M | 100,578 | $5.3M | 101,223 | -645-0.64% | Reduce |
 MCDONALDS CORPMCD |
| 0.52% | 0.55% | $5.4M | 20,036 | $5.5M | 20,044 | -8-0.04% | Reduce |
| FFIRST TRUSTCIBR |
| 0.52% | 0.45% | $5.4M | 59,892 | $4.5M | 60,227 | -335-0.56% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.52% | $4.8M | 28,676 | $5.2M | 28,833 | -157-0.54% | Reduce |
 RTX CORPORATIONRTX |
| 0.46% | 0.44% | $4.7M | 25,025 | $4.4M | 25,010 | +15+0.06% | Add |
| IISHARES TRIBDT |
| 0.44% | 0.43% | $4.6M | 181,149 | $4.4M | 172,689 | +8,460+4.90% | Add |
 SOUTHERN COSO |
| 0.42% | 0.42% | $4.4M | 45,674 | $4.3M | 46,325 | -651-1.41% | Reduce |
| IISHARES TRIBDS |
| 0.41% | 0.4% | $4.3M | 176,080 | $4.1M | 167,679 | +8,401+5.01% | Add |
| IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.4% | 0.38% | $4.1M | 220,918 | $3.9M | 207,386 | +13,532+6.53% | Add |
 PEPSICO INCPEP |
| 0.4% | 0.46% | $4.1M | 30,254 | $4.7M | 30,203 | +51+0.17% | Add |
