 APPLE INCAAPL |
| 5.75% | 7.14% | $143.5M | 838,129 | $152.6M | 786,632 | +51,497+6.55% | Add |
 MICROSOFT CORPMSFT |
| 4.73% | 5.69% | $117.9M | 373,258 | $121.6M | 356,972 | +16,286+4.56% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.46% | 2.52% | $61.3M | 140,860 | $53.8M | 127,085 | +13,775+10.84% | Add |
 AMAZON COM INCAMZN |
| 1.87% | 2.09% | $46.7M | 367,604 | $44.6M | 342,506 | +25,098+7.33% | Add |
| AAlphabet Inc Class CGOOG |
| 1.27% | 1.22% | $31.7M | 240,738 | $26.1M | 215,549 | +25,189+11.69% | Add |
 META PLATFORMS INCMETA |
| 1.25% | 1.31% | $31.3M | 104,094 | $28.0M | 97,488 | +6,606+6.78% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.19% | 1.22% | $29.8M | 59,014 | $26.1M | 54,220 | +4,794+8.84% | Add |
 ALPHABET INCGOOGL |
| 1.18% | 1.19% | $29.5M | 225,133 | $25.5M | 213,120 | +12,013+5.64% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.16% | 1.21% | $28.9M | 82,533 | $25.7M | 75,496 | +7,037+9.32% | Add |
 ELI LILLY & COLLY |
| 1.07% | 1.07% | $26.6M | 49,580 | $22.9M | 48,821 | +759+1.55% | Add |
 JPMORGAN CHASE & COJPM |
| 1.06% | 1.15% | $26.5M | 182,619 | $24.6M | 169,280 | +13,339+7.88% | Add |
 TESLA INCTSLA |
| 0.88% | 0.89% | $21.9M | 87,462 | $19.0M | 72,429 | +15,033+20.76% | Add |
| IISHARES TRIVV |
| 0.84% | 0.17% | $21.0M | 48,935 | $3.6M | 8,070 | +40,865+506.38% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.84% | 1.01% | $20.9M | 133,892 | $21.5M | 129,747 | +4,145+3.19% | Add |
 VISA INCV |
| 0.82% | 0.95% | $20.3M | 88,355 | $20.2M | 85,006 | +3,349+3.94% | Add |
 EXXON MOBIL CORPXOM |
| 0.81% | 0.83% | $20.2M | 171,611 | $17.7M | 165,098 | +6,513+3.94% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.78% | 0.74% | $19.4M | 49,025 | $15.8M | 40,266 | +8,759+21.75% | Add |
 PROCTER & GAMBLE COPG |
| 0.71% | 0.82% | $17.8M | 122,188 | $17.5M | 115,554 | +6,634+5.74% | Add |
 HOME DEPOT INCHD |
| 0.69% | 0.76% | $17.1M | 56,530 | $16.3M | 52,526 | +4,004+7.62% | Add |
 BROADCOM INCAVGO |
| 0.65% | 0.75% | $16.3M | 19,616 | $16.1M | 18,515 | +1,101+5.95% | Add |
 MERCK & CO INCMRK |
| 0.63% | 0.78% | $15.6M | 151,950 | $16.6M | 144,287 | +7,663+5.31% | Add |
 COCA COLA COKO |
| 0.58% | 0.72% | $14.6M | 260,238 | $15.4M | 255,853 | +4,385+1.71% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.57% | 0.63% | $14.3M | 25,255 | $13.4M | 24,944 | +311+1.25% | Add |
 ORACLE CORPORCL |
| 0.55% | 0.69% | $13.7M | 129,694 | $14.8M | 124,265 | +5,429+4.37% | Add |
 NETFLIX INCNFLX |
| 0.52% | 0.7% | $12.9M | 34,101 | $14.9M | 33,779 | +322+0.95% | Add |
 PEPSICO INCPEP |
| 0.51% | 0.63% | $12.7M | 75,216 | $13.4M | 72,404 | +2,812+3.88% | Add |
 ADOBE INC COMADBE |
| 0.51% | 0.55% | $12.7M | 24,856 | $11.7M | 23,849 | +1,007+4.22% | Add |
 ABBVIE INCABBV |
| 0.49% | 0.5% | $12.3M | 82,528 | $10.7M | 79,225 | +3,303+4.17% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.49% | 0.48% | $12.2M | 275,519 | $10.3M | 247,477 | +28,042+11.33% | Add |
 WALMART INCWMT |
| 0.48% | 0.54% | $12.0M | 75,208 | $11.5M | 73,219 | +1,989+2.72% | Add |
| DDIMENSIONAL USDFUV |
| 0.47% | 0.55% | $11.7M | 342,907 | $11.7M | 339,414 | +3,493+1.03% | Add |
 CHEVRON CORPORATIONCVX |
| 0.45% | 0.44% | $11.1M | 66,078 | $9.4M | 60,023 | +6,055+10.09% | Add |
 CISCO SYS INCCSCO |
| 0.44% | 0.48% | $11.1M | 205,956 | $10.2M | 196,198 | +9,758+4.97% | Add |
 MCDONALDS CORPMCD |
| 0.41% | 0.53% | $10.2M | 38,740 | $11.3M | 37,732 | +1,008+2.67% | Add |
| VVANGUARD FTSEVEA |
| 0.41% | 0.1% | $10.1M | 231,073 | $2.1M | 44,908 | +186,165+414.55% | Add |
 NOVO-NORDISK A SNVO |
| 0.39% | 0.34% | $9.8M | 108,039 | $7.3M | 44,870 | +63,169+140.78% | Add |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.39% | 0.12% | $9.7M | 65,043 | $2.5M | 16,184 | +48,859+301.90% | Add |
 ACCENTURE PLC IRELANDACN |
| 0.38% | 0.41% | $9.4M | 30,677 | $8.7M | 28,321 | +2,356+8.32% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.37% | 0.44% | $9.3M | 18,419 | $9.5M | 18,171 | +248+1.36% | Add |
 LINDE PLCLIN |
| 0.36% | 0.4% | $9.1M | 24,418 | $8.5M | 22,430 | +1,988+8.86% | Add |
| BBANK OF AMER CORPBAC |
| 0.36% | 0.39% | $9.1M | 331,424 | $8.4M | 293,561 | +37,863+12.90% | Add |
 INTUITINTU |
| 0.35% | 0.34% | $8.6M | 16,904 | $7.2M | 15,751 | +1,153+7.32% | Add |
 S&P GLOBAL INCSPGI |
| 0.33% | 0.38% | $8.3M | 22,752 | $8.2M | 20,485 | +2,267+11.07% | Add |
 AMGEN INC COMAMGN |
| 0.33% | 0.3% | $8.2M | 30,523 | $6.4M | 28,777 | +1,746+6.07% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.33% | 0.41% | $8.2M | 79,648 | $8.8M | 76,876 | +2,772+3.61% | Add |
| BBLACKROCK MUNICIPAL INCOMEXMUIX |
| 0.33% | — | $8.2M | 803,637 | $0 | 0 | +803,637 | New Buy |
 BLACKROCK CAP ALLOCATION TERBCAT |
| 0.32% | — | $8.0M | 549,792 | $0 | 0 | +549,792 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.32% | 0.39% | $7.9M | 49,591 | $8.3M | 46,353 | +3,238+6.99% | Add |
 UNION PAC CORPUNP |
| 0.31% | 0.34% | $7.7M | 37,882 | $7.3M | 35,610 | +2,272+6.38% | Add |
 DANAHER CORP DEL COMDHR |
| 0.31% | 0.31% | $7.6M | 30,713 | $6.7M | 27,765 | +2,948+10.62% | Add |
