 NVIDIA CORPORATIONNVDA |
| 4.94% | 5.22% | $16.1M | 80,433 | $13.9M | 79,671 | +762+0.96% | Add |
| VVANGUARD MUN BD FDSVSDM |
| 3.86% | 3.41% | $12.6M | 163,888 | $9.1M | 119,047 | +44,841+37.67% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.32% | 2.75% | $10.8M | 15,737 | $7.3M | 12,255 | +3,482+28.41% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 3.21% | 3.43% | $10.4M | 28,227 | $9.1M | 28,481 | -254-0.89% | Reduce |
| IISHARES TRIVV |
| 3.12% | 3.11% | $10.1M | 13,540 | $8.3M | 12,679 | +861+6.79% | Add |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 2.88% | 2.01% | $9.4M | 92,425 | $5.3M | 52,870 | +39,555+74.82% | Add |
| VVANGUARD INDEX FDSVB |
| 2.4% | 2.28% | $7.8M | 25,765 | $6.1M | 23,192 | +2,573+11.09% | Add |
| VVANGUARD MIDVO |
| 2.33% | 2.34% | $7.6M | 94,023 | $6.2M | 21,693 | +72,330+333.43% | Add |
 APPLE INCAAPL |
| 2.08% | 2.13% | $6.8M | 23,361 | $5.7M | 22,386 | +975+4.36% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.02% | 2.15% | $6.6M | 8,826 | $5.7M | 8,812 | +14+0.16% | Add |
| VVANGUARD MUN BD FDSVTEI |
| 1.97% | 2.07% | $6.4M | 63,407 | $5.5M | 55,286 | +8,121+14.69% | Add |
 MICROSOFT CORPMSFT |
| 1.94% | 2.16% | $6.3M | 16,895 | $5.7M | 15,515 | +1,380+8.89% | Add |
| SSANDISK CORP COMSNDK |
| 1.64% | 0.56% | $5.3M | 2,347 | $1.5M | 2,351 | -4-0.17% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.5% | 1.87% | $4.9M | 5,218 | $5.0M | 5,008 | +210+4.19% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.42% | 0.67% | $4.6M | 4,012 | $1.8M | 5,246 | -1,234-23.52% | Reduce |
| VVANGUARD FTSEVEA |
| 1.34% | 1.08% | $4.4M | 61,131 | $2.9M | 45,075 | +16,056+35.62% | Add |
| VVANGUARD MUN BD FDSVCRM |
| 1.24% | 1.44% | $4.0M | 52,780 | $3.8M | 50,980 | +1,800+3.53% | Add |
 ALPHABET INCGOOGL |
| 1.22% | 1.17% | $4.0M | 11,108 | $3.1M | 10,865 | +243+2.24% | Add |
 PALO ALTOPANW |
| 1.17% | 0.68% | $3.8M | 11,164 | $1.8M | 11,222 | -58-0.52% | Reduce |
| SSTRIVE 500 ETFSTXF |
| 1.13% | 1.17% | $3.7M | 75,856 | $3.1M | 74,144 | +1,712+2.31% | Add |
 GE AEROSPACEGE |
| 0.98% | 0.82% | $3.2M | 8,562 | $2.2M | 7,694 | +868+11.28% | Add |
 ABBVIE INCABBV |
| 0.95% | 1% | $3.1M | 12,339 | $2.7M | 12,233 | +106+0.87% | Add |
| HHNI CORPHNI |
| 0.94% | — | $3.1M | 75,976 | $0 | 0 | +75,976 | New Buy |
 ELI LILLY & COLLY |
| 0.91% | 0.67% | $3.0M | 2,467 | $1.8M | 1,947 | +520+26.71% | Add |
 VISA INCV |
| 0.86% | 0.89% | $2.8M | 8,156 | $2.4M | 7,840 | +316+4.03% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.8% | 1.22% | $2.6M | 22,352 | $3.3M | 22,302 | +50+0.22% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.79% | 0.52% | $2.6M | 23,318 | $1.4M | 14,236 | +9,082+63.80% | Add |
 TJX COS INC NEWTJX |
| 0.79% | 1.01% | $2.6M | 16,891 | $2.7M | 16,891 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.78% | 0.93% | $2.5M | 4,947 | $2.5M | 4,956 | -9-0.18% | Reduce |
| SSTATE STREETSPMD |
| 0.76% | 0.82% | $2.5M | 36,783 | $2.2M | 36,665 | +118+0.32% | Add |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.66% | $2.5M | 6,972 | $1.8M | 6,162 | +810+13.15% | Add |
| SSPDR GOLD TRGLD |
| 0.75% | 1.05% | $2.4M | 6,630 | $2.8M | 6,493 | +137+2.11% | Add |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.74% | 0.9% | $2.4M | 45,350 | $2.4M | 45,350 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVV |
| 0.71% | 0.76% | $2.3M | 6,756 | $2.0M | 6,751 | +5+0.07% | Add |
 AMGEN INC COMAMGN |
| 0.71% | 0.83% | $2.3M | 6,408 | $2.2M | 6,283 | +125+1.99% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.67% | 0.74% | $2.2M | 43,100 | $2.0M | 39,330 | +3,770+9.59% | Add |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 0.66% | 0.8% | $2.1M | 23,266 | $2.1M | 23,166 | +100+0.43% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.65% | 0.4% | $2.1M | 2,759 | $1.1M | 2,756 | +3+0.11% | Add |
| IISHARES TRGVI |
| 0.64% | 0.38% | $2.1M | 19,650 | $1.0M | 9,400 | +10,250+109.04% | Add |
 CHEVRON CORPORATIONCVX |
| 0.64% | 0.86% | $2.1M | 12,620 | $2.3M | 11,114 | +1,506+13.55% | Add |
 PROCTER & GAMBLE COPG |
| 0.64% | 0.77% | $2.1M | 14,246 | $2.1M | 14,259 | -13-0.09% | Reduce |
| IISHARES RUSSELLIWF |
| 0.63% | 0.66% | $2.0M | 16,464 | $1.8M | 4,116 | +12,348+300.00% | Add |
 PEPSICO INCPEP |
| 0.61% | 0.84% | $2.0M | 14,770 | $2.2M | 14,337 | +433+3.02% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.61% | 0.69% | $2.0M | 7,845 | $1.8M | 7,537 | +308+4.09% | Add |
 META PLATFORMS INCMETA |
| 0.61% | 0.75% | $2.0M | 3,533 | $2.0M | 3,503 | +30+0.86% | Add |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 0.59% | 0.63% | $1.9M | 66,870 | $1.7M | 66,845 | +25+0.04% | Add |
 VERTIV HOLDINGS COVRT |
| 0.58% | 0.54% | $1.9M | 5,683 | $1.4M | 5,712 | -29-0.51% | Reduce |
| SSCHWAB STRATEGIC TRSCHM |
| 0.56% | 0.57% | $1.8M | 49,143 | $1.5M | 49,133 | +10+0.02% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.56% | 0.61% | $1.8M | 3,618 | $1.6M | 3,407 | +211+6.19% | Add |
 INTEL CORPINTC |
| 0.55% | 0.18% | $1.8M | 12,892 | $480,490 | 10,888 | +2,004+18.41% | Add |
