| VVANGUARD INDEX FDSVOO |
| 23.56% | 23.52% | $440.2M | 640,887 | $396.4M | 663,340 | -22,453-3.38% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 7.92% | 8.25% | $148.0M | 739,865 | $138.9M | 796,604 | -56,739-7.12% | Reduce |
| IISHARES TRIEFA |
| 4.86% | 4.02% | $90.7M | 939,479 | $67.8M | 748,376 | +191,103+25.54% | Add |
| IISHARES INCIEMG |
| 4.08% | 3.48% | $76.2M | 919,838 | $58.6M | 839,785 | +80,053+9.53% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 3.6% | 4.63% | $67.3M | 2.0M | $78.1M | 2.0M | -11,038-0.54% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 2.52% | 2.7% | $47.1M | 931,751 | $45.6M | 913,240 | +18,511+2.03% | Add |
 APPLE INCAAPL |
| 2.48% | 2.5% | $46.2M | 159,817 | $42.1M | 165,892 | -6,075-3.66% | Reduce |
 TEXAS CAP BANCSHARES INCTCBI |
| 1.59% | 2.14% | $29.6M | 286,782 | $36.0M | 379,506 | -92,724-24.43% | Reduce |
| IISHARES COREIJH |
| 1.56% | 1.46% | $29.1M | 377,450 | $24.6M | 364,415 | +13,035+3.58% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.36% | 1.43% | $25.5M | 34,110 | $24.0M | 36,973 | -2,863-7.74% | Reduce |
| VVANGUARD FTSEVEA |
| 1.34% | 1.31% | $25.0M | 350,814 | $22.0M | 343,869 | +6,945+2.02% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.32% | 1.4% | $24.7M | 223,463 | $23.6M | 242,622 | -19,159-7.90% | Reduce |
 MICROSOFT CORPMSFT |
| 1.26% | 1.35% | $23.5M | 63,007 | $22.7M | 61,316 | +1,691+2.76% | Add |
| IISHARES TRAGG |
| 1.23% | 1.3% | $23.0M | 232,873 | $22.0M | 221,474 | +11,399+5.15% | Add |
 LAM RESEARCH CORPLRCX |
| 1.2% | 0.79% | $22.4M | 51,587 | $13.3M | 62,233 | -10,646-17.11% | Reduce |
| VVANGUARD INDEX FDSVV |
| 1.18% | 1.14% | $22.0M | 63,953 | $19.2M | 64,248 | -295-0.46% | Reduce |
 KLA CORPKLAC |
| 1.12% | 0.96% | $20.8M | 69,075 | $16.2M | 11,033 | +58,042+526.08% | Add |
 DEERE & CODE |
| 1.1% | 1.04% | $20.5M | 32,395 | $17.5M | 31,107 | +1,288+4.14% | Add |
 JPMORGAN CHASE & COJPM |
| 1.05% | 1.05% | $19.7M | 60,118 | $17.6M | 59,979 | +139+0.23% | Add |
 ALPHABET INCGOOGL |
| 1% | 0.86% | $18.7M | 52,357 | $14.4M | 50,199 | +2,158+4.30% | Add |
 CATERPILLAR INCCAT |
| 0.9% | 0.8% | $16.8M | 15,788 | $13.5M | 19,056 | -3,268-17.15% | Reduce |
| IISHARES RUSSELLIWB |
| 0.87% | 0.87% | $16.3M | 39,885 | $14.7M | 41,136 | -1,251-3.04% | Reduce |
 ELI LILLY & COLLY |
| 0.82% | 0.73% | $15.2M | 12,701 | $12.3M | 13,402 | -701-5.23% | Reduce |
| IISHARES S&PIVE |
| 0.81% | 0.78% | $15.1M | 66,483 | $13.2M | 62,423 | +4,060+6.50% | Add |
| EENERGY TRANSFER L PET |
| 0.8% | 0.9% | $15.0M | 785,422 | $15.2M | 785,422 | 00.00% | Unchanged |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.75% | 0.72% | $14.0M | 159,458 | $12.1M | 32,941 | +126,517+384.07% | Add |
| VVANGUARD MIDVO |
| 0.73% | 0.72% | $13.6M | 168,304 | $12.1M | 42,178 | +126,126+299.03% | Add |
| FFERMI INCFRMI |
| 0.71% | — | $13.3M | 1.5M | $0 | 0 | +1.5M | New Buy |
 MORGAN STANLEYMS |
| 0.7% | 0.69% | $13.2M | 62,963 | $11.7M | 70,947 | -7,984-11.25% | Reduce |
 META PLATFORMS INCMETA |
| 0.68% | 0.86% | $12.7M | 22,460 | $14.5M | 25,365 | -2,905-11.45% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.66% | 0.63% | $12.4M | 24,100 | $10.5M | 21,093 | +3,007+14.26% | Add |
 AMPHENOL CORPAPH |
| 0.64% | 0.69% | $12.0M | 68,227 | $11.7M | 92,301 | -24,074-26.08% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.61% | 0.61% | $11.3M | 12,100 | $10.3M | 10,343 | +1,757+16.99% | Add |
 EXXON MOBIL CORPXOM |
| 0.58% | 0.82% | $10.9M | 79,774 | $13.8M | 81,077 | -1,303-1.61% | Reduce |
 AMAZON COM INCAMZN |
| 0.58% | 0.82% | $10.9M | 45,548 | $13.8M | 66,295 | -20,747-31.29% | Reduce |
 HOME DEPOT INCHD |
| 0.57% | 0.48% | $10.6M | 29,932 | $8.1M | 24,576 | +5,356+21.79% | Add |
 TJX COS INC NEWTJX |
| 0.55% | 0.6% | $10.3M | 68,061 | $10.1M | 63,369 | +4,692+7.40% | Add |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.48% | $9.6M | 27,064 | $8.1M | 28,332 | -1,268-4.48% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 0.5% | 0.44% | $9.4M | 19,180 | $7.5M | 17,990 | +1,190+6.61% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.5% | 0.37% | $9.3M | 22,258 | $6.3M | 23,287 | -1,029-4.42% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.48% | 0.51% | $9.0M | 102,946 | $8.5M | 91,882 | +11,064+12.04% | Add |
 CONOCOPHILLIPSCOP |
| 0.45% | 0.47% | $8.5M | 81,430 | $8.0M | 60,279 | +21,151+35.09% | Add |
 MSCI INCMSCI |
| 0.43% | 0.37% | $8.1M | 14,496 | $6.2M | 11,457 | +3,039+26.53% | Add |
| EEBAY INC. COMEBAY |
| 0.43% | 0.37% | $8.1M | 72,483 | $6.2M | 67,827 | +4,656+6.86% | Add |
 INTEL CORPINTC |
| 0.43% | 0.18% | $8.1M | 57,917 | $3.0M | 67,858 | -9,941-14.65% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.43% | 0.34% | $8.0M | 41,817 | $5.7M | 30,085 | +11,732+39.00% | Add |
 INTUITINTU |
| 0.43% | 0.46% | $8.0M | 30,471 | $7.8M | 17,981 | +12,490+69.46% | Add |
 ZOETIS INC CL AZTS |
| 0.38% | 0.31% | $7.2M | 100,046 | $5.3M | 44,484 | +55,562+124.90% | Add |
| IISHARES COREIJR |
| 0.38% | 0.41% | $7.0M | 47,256 | $6.8M | 55,073 | -7,817-14.19% | Reduce |
| IISHARES TRITOT |
| 0.35% | 0.34% | $6.5M | 39,632 | $5.7M | 40,094 | -462-1.15% | Reduce |
