| VVANGUARD INDEX FDSVOO |
| 25.15% | 24.11% | $80.8M | 117,699 | $69.0M | 115,634 | +2,065+1.79% | Add |
 APPLE INCAAPL |
| 6.91% | 6.83% | $22.2M | 75,780 | $19.5M | 76,013 | -233-0.31% | Reduce |
 ALPHABET INCGOOGL |
| 4.66% | 4.28% | $15.0M | 41,052 | $12.2M | 41,858 | -806-1.93% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.01% | 4.04% | $12.9M | 62,715 | $11.6M | 64,299 | -1,584-2.46% | Reduce |
 AMAZON COM INCAMZN |
| 3.07% | 3.01% | $9.9M | 41,261 | $8.6M | 41,231 | +30+0.07% | Add |
 ELI LILLY & COLLY |
| 2.79% | 2.37% | $9.0M | 7,451 | $6.8M | 7,361 | +90+1.22% | Add |
 JPMORGAN CHASE & COJPM |
| 2.65% | 2.67% | $8.5M | 25,929 | $7.6M | 25,874 | +55+0.21% | Add |
 MICROSOFT CORPMSFT |
| 2.47% | 2.74% | $8.0M | 21,313 | $7.9M | 21,208 | +105+0.50% | Add |
 ASML HLDG NVASML |
| 2.3% | 1.73% | $7.4M | 3,715 | $5.0M | 3,750 | -35-0.93% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.2% | 2.39% | $7.1M | 13,750 | $6.8M | 13,690 | +60+0.44% | Add |
 VISA INCV |
| 2.12% | 2.1% | $6.8M | 19,810 | $6.0M | 19,874 | -64-0.32% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.94% | 2.2% | $6.2M | 67,427 | $6.3M | 66,924 | +503+0.75% | Add |
 GE AEROSPACEGE |
| 1.79% | 1.53% | $5.8M | 15,390 | $4.4M | 15,390 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.73% | 1.97% | $5.6M | 9,873 | $5.6M | 9,813 | +60+0.61% | Add |
 BLACKROCK INC COMBLK |
| 1.62% | 1.79% | $5.2M | 5,399 | $5.1M | 5,337 | +62+1.16% | Add |
 CHUBB LIMITEDCB |
| 1.52% | 1.63% | $4.9M | 14,354 | $4.7M | 14,311 | +43+0.30% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.45% | 1.86% | $4.7M | 18,355 | $5.3M | 21,738 | -3,383-15.56% | Reduce |
 CATERPILLAR INCCAT |
| 1.44% | 1.07% | $4.6M | 4,335 | $3.1M | 4,298 | +37+0.86% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.44% | 1.71% | $4.6M | 4,937 | $4.9M | 4,898 | +39+0.80% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.32% | 1.47% | $4.2M | 58,744 | $4.2M | 58,442 | +302+0.52% | Add |
 PALO ALTOPANW |
| 1.28% | 0.65% | $4.1M | 12,081 | $1.9M | 11,679 | +402+3.44% | Add |
 GENERAL DYNAMICS CORPGD |
| 1.25% | 1.35% | $4.0M | 11,352 | $3.9M | 11,247 | +105+0.93% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.2% | 1.3% | $3.9M | 7,614 | $3.7M | 7,619 | -5-0.07% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 1.19% | 1.22% | $3.8M | 21,071 | $3.5M | 20,935 | +136+0.65% | Add |
 STARBUCKS CORPSBUX |
| 1.1% | 1.08% | $3.5M | 34,667 | $3.1M | 34,431 | +236+0.69% | Add |
 IQVIA HLDGS INCIQV |
| 1.09% | 1.09% | $3.5M | 18,058 | $3.1M | 18,320 | -262-1.43% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWO |
| 1.03% | 0.93% | $3.3M | 27,278 | $2.7M | 26,538 | +740+2.79% | Add |
| VVANGUARD INDEX FDSVB |
| 1.03% | 0.95% | $3.3M | 10,911 | $2.7M | 10,435 | +476+4.56% | Add |
 BOEING COBA |
| 1% | 1.04% | $3.2M | 14,816 | $3.0M | 14,959 | -143-0.96% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 0.91% | 0.97% | $2.9M | 16,437 | $2.8M | 657 | +15,780+2,401.83% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.89% | 1.19% | $2.9M | 5,596 | $3.4M | 5,633 | -37-0.66% | Reduce |
 NETFLIX INCNFLX |
| 0.84% | 1.27% | $2.7M | 37,721 | $3.6M | 37,695 | +26+0.07% | Add |
 SALESFORCE INCCRM |
| 0.79% | 1.06% | $2.5M | 16,192 | $3.0M | 16,208 | -16-0.10% | Reduce |
 GE VERNOVA INCGEV |
| 0.76% | 0.64% | $2.4M | 2,061 | $1.8M | 2,100 | -39-1.86% | Reduce |
 VEEVA SYS INCVEEV |
| 0.71% | 0.83% | $2.3M | 12,891 | $2.4M | 13,464 | -573-4.26% | Reduce |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.62% | 0.67% | $2.0M | 26,237 | $1.9M | 26,237 | 00.00% | Unchanged |
| IISHARES TRIEFA |
| 0.6% | 0.59% | $1.9M | 19,911 | $1.7M | 18,690 | +1,221+6.53% | Add |
 CLOROX CO DELCLX |
| 0.49% | 0.57% | $1.6M | 16,662 | $1.6M | 15,681 | +981+6.26% | Add |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.4% | $1.4M | 3,917 | $1.2M | 3,903 | +14+0.36% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.42% | 0.4% | $1.3M | 15,732 | $1.1M | 14,705 | +1,027+6.98% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.41% | — | $1.3M | 3,298 | $0 | 0 | +3,298 | New Buy |
 DANAHER CORP DEL COMDHR |
| 0.41% | 0.45% | $1.3M | 6,820 | $1.3M | 6,821 | -1-0.01% | Reduce |
| IISHARES INCIEMG |
| 0.41% | 0.33% | $1.3M | 15,732 | $935,942 | 13,416 | +2,316+17.26% | Add |
| VVANGUARD TOTALBND |
| 0.39% | 0.42% | $1.3M | 17,152 | $1.2M | 16,406 | +746+4.55% | Add |
 SHOPIFY INCSHOP |
| 0.38% | 0.45% | $1.2M | 10,823 | $1.3M | 10,839 | -16-0.15% | Reduce |
| KKKR & CO INC COMKKR |
| 0.37% | 0.34% | $1.2M | 12,930 | $986,698 | 10,652 | +2,278+21.39% | Add |
| IISHARES COREIJH |
| 0.34% | 0.33% | $1.1M | 14,112 | $951,813 | 14,095 | +17+0.12% | Add |
| IISHARES TRIVV |
| 0.33% | 0.32% | $1.1M | 1,433 | $911,381 | 1,395 | +38+2.72% | Add |
| IISHARES TRIVW |
| 0.3% | 0.28% | $973,766 | 7,080 | $800,126 | 7,074 | +6+0.08% | Add |
 GLOBE LIFE INCGL |
| 0.27% | 0.23% | $852,273 | 4,769 | $663,749 | 4,768 | +1+0.02% | Add |
