| VVANGUARD STAR FDSVXUS |
| 9.03% | 9.22% | $184.0M | 2.2M | $164.2M | 2.1M | +22,765+1.07% | Add |
| SSTATE STREETSPYM |
| 7.91% | 7.77% | $161.1M | 1.8M | $138.4M | 1.8M | +25,584+1.42% | Add |
APPLE INCAAPL |
| 5.08% | 5.09% | $103.4M | 357,455 | $90.6M | 356,996 | +459+0.13% | Add |
ALPHABET INCGOOGL |
| 4.24% | 3.85% | $86.3M | 241,488 | $68.5M | 238,130 | +3,358+1.41% | Add |
MICRON TECHNOLOGY INCMU |
| 3.52% | 1.23% | $71.8M | 62,206 | $22.0M | 65,083 | -2,877-4.42% | Reduce |
MICROSOFT CORPMSFT |
| 3.36% | 3.66% | $68.4M | 183,288 | $65.2M | 176,049 | +7,239+4.11% | Add |
NVIDIA CORPORATIONNVDA |
| 3.24% | 3.1% | $66.1M | 330,307 | $55.1M | 316,215 | +14,092+4.46% | Add |
AMAZON COM INCAMZN |
| 3.15% | 3.08% | $64.2M | 269,380 | $54.9M | 263,495 | +5,885+2.23% | Add |
| SSTATE STREETSPAB |
| 2.94% | 3.48% | $60.0M | 2.4M | $61.9M | 2.4M | -65,346-2.70% | Reduce |
| IISHARES TRIUSB |
| 2.9% | 2.86% | $59.0M | 1.3M | $50.9M | 1.1M | +177,457+16.11% | Add |
BROADCOM INCAVGO |
| 2.6% | 2.42% | $53.0M | 140,274 | $43.2M | 139,483 | +791+0.57% | Add |
ELI LILLY & COLLY |
| 1.99% | 1.68% | $40.6M | 33,820 | $29.8M | 32,445 | +1,375+4.24% | Add |
META PLATFORMS INCMETA |
| 1.76% | 2.01% | $35.9M | 63,725 | $35.7M | 62,410 | +1,315+2.11% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.49% | 1.76% | $30.3M | 344,774 | $31.3M | 337,401 | +7,373+2.19% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.46% | 1.89% | $29.8M | 560,453 | $33.7M | 549,718 | +10,735+1.95% | Add |
APPLIED MATLS INCAMAT |
| 1.33% | 0.79% | $27.2M | 37,614 | $14.0M | 40,954 | -3,340-8.16% | Reduce |
VISA INCV |
| 1.3% | 1.33% | $26.4M | 76,949 | $23.6M | 78,155 | -1,206-1.54% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.27% | 1.36% | $25.9M | 37,714 | $24.2M | 40,527 | -2,813-6.94% | Reduce |
UNIVEST FINANCIAL CORPORATIOUVSP |
| 1.08% | 0.97% | $22.0M | 503,433 | $17.2M | 501,751 | +1,682+0.34% | Add |
| SSPDR SERIES TRUSTSPYG |
| 1.01% | 0.88% | $20.5M | 172,593 | $15.6M | 159,312 | +13,281+8.34% | Add |
S&P GLOBAL INCSPGI |
| 1% | 1.1% | $20.5M | 50,216 | $19.6M | 46,126 | +4,090+8.87% | Add |
UNITEDHEALTH GROUP INCUNH |
| 0.98% | 0.75% | $20.0M | 48,034 | $13.4M | 49,671 | -1,637-3.30% | Reduce |
BLACKROCK INC COMBLK |
| 0.87% | 0.95% | $17.8M | 18,503 | $16.9M | 17,605 | +898+5.10% | Add |
JOHNSON & JOHNSONJNJ |
| 0.87% | 0.94% | $17.7M | 69,498 | $16.7M | 68,513 | +985+1.44% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.84% | 0.81% | $17.2M | 195,558 | $14.4M | 39,324 | +156,234+397.30% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.83% | 0.92% | $17.0M | 33,810 | $16.3M | 33,259 | +551+1.66% | Add |
UNITED RENTALS INCURI |
| 0.82% | 0.65% | $16.7M | 14,756 | $11.5M | 15,838 | -1,082-6.83% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.81% | 1.03% | $16.5M | 17,673 | $18.3M | 18,350 | -677-3.69% | Reduce |
FAIR ISAAC CORPFICO |
| 0.81% | 0.69% | $16.5M | 13,791 | $12.3M | 11,557 | +2,234+19.33% | Add |
| IISHARES TRGVI |
| 0.78% | 0.86% | $16.0M | 148,493 | $15.3M | 143,747 | +4,746+3.30% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.73% | 0.68% | $14.9M | 68,375 | $12.1M | 61,450 | +6,925+11.27% | Add |
SYNOPSYS INCSNPS |
| 0.72% | 0.68% | $14.7M | 32,936 | $12.1M | 30,562 | +2,374+7.77% | Add |
AMERICAN EXPRESS COAXP |
| 0.67% | 0.71% | $13.7M | 40,629 | $12.6M | 41,720 | -1,091-2.62% | Reduce |
PHILIP MORRIS INTL INCPM |
| 0.63% | 0.71% | $12.9M | 71,404 | $12.7M | 76,913 | -5,509-7.16% | Reduce |
TJX COS INC NEWTJX |
| 0.63% | 0.8% | $12.8M | 84,502 | $14.2M | 88,835 | -4,333-4.88% | Reduce |
TE CONNECTIVITY PLC ORD SHSTEL |
| 0.59% | 0.74% | $12.1M | 59,782 | $13.1M | 62,867 | -3,085-4.91% | Reduce |
L3HARRIS TECHNOLOGIES INCLHX |
| 0.58% | 0.84% | $11.8M | 40,557 | $14.9M | 43,191 | -2,634-6.10% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.56% | 0.55% | $11.4M | 30,870 | $9.7M | 30,351 | +519+1.71% | Add |
JPMORGAN CHASE & COJPM |
| 0.55% | 0.56% | $11.3M | 34,423 | $10.0M | 34,146 | +277+0.81% | Add |
FORTINET INCFTNT |
| 0.54% | 0.27% | $11.0M | 71,812 | $4.8M | 59,323 | +12,489+21.05% | Add |
ARISTA NETWORKS INCANET |
| 0.52% | 0.4% | $10.7M | 62,785 | $7.0M | 57,383 | +5,402+9.41% | Add |
AMERICAN TOWER CORP COMAMT |
| 0.51% | 0.63% | $10.3M | 62,911 | $11.2M | 65,143 | -2,232-3.43% | Reduce |
SHERWIN WILLIAMS COSHW |
| 0.49% | 0.56% | $10.0M | 29,118 | $9.9M | 30,950 | -1,832-5.92% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.42% | $9.3M | 26,450 | $7.5M | 26,004 | +446+1.72% | Add |
FEDEX CORPFDX |
| 0.45% | 0.6% | $9.1M | 29,060 | $10.6M | 29,814 | -754-2.53% | Reduce |
SCHWAB CHARLES CORPSCHW |
| 0.44% | 0.51% | $9.0M | 98,042 | $9.1M | 97,251 | +791+0.81% | Add |
| BBANK OF AMER CORPBAC |
| 0.43% | 0.44% | $8.9M | 155,428 | $7.8M | 159,624 | -4,196-2.63% | Reduce |
SALESFORCE INCCRM |
| 0.43% | 0.62% | $8.7M | 55,576 | $11.0M | 58,676 | -3,100-5.28% | Reduce |
MONDELEZ INTL INC CL AMDLZ |
| 0.42% | 0.52% | $8.6M | 148,902 | $9.2M | 159,513 | -10,611-6.65% | Reduce |
EMCOR GROUP INCEME |
| 0.42% | 0.37% | $8.6M | 10,374 | $6.6M | 8,878 | +1,496+16.85% | Add |