 APPLE INCAAPL |
| 8.13% | 7.98% | $28.2M | 97,300 | $25.6M | 100,818 | -3,518-3.49% | Reduce |
 ALPHABET INCGOOGL |
| 5.99% | 5.34% | $20.8M | 58,107 | $17.1M | 59,554 | -1,447-2.43% | Reduce |
 BROADCOM INCAVGO |
| 4.5% | 4% | $15.6M | 41,235 | $12.8M | 41,444 | -209-0.50% | Reduce |
 MICROSOFT CORPMSFT |
| 4.34% | 4.63% | $15.0M | 40,301 | $14.9M | 40,148 | +153+0.38% | Add |
 CISCO SYS INCCSCO |
| 2.88% | 2.14% | $10.0M | 85,049 | $6.9M | 88,625 | -3,576-4.03% | Reduce |
 ANALOG DEVICES INC COMADI |
| 2.53% | 2.3% | $8.8M | 22,058 | $7.4M | 23,191 | -1,133-4.89% | Reduce |
 LOWES COS INC COMLOW |
| 2.47% | 2.89% | $8.6M | 38,805 | $9.3M | 39,163 | -358-0.91% | Reduce |
 TEXAS INSTRS INCTXN |
| 2.36% | 1.72% | $8.2M | 27,447 | $5.5M | 28,480 | -1,033-3.63% | Reduce |
 VISA INCV |
| 2.3% | 2.21% | $8.0M | 23,265 | $7.1M | 23,405 | -140-0.60% | Reduce |
 BLACKROCK INC COMBLK |
| 2.21% | 2.37% | $7.7M | 7,972 | $7.6M | 7,887 | +85+1.08% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 2.21% | 2.19% | $7.6M | 93,147 | $7.0M | 84,997 | +8,150+9.59% | Add |
 STRYKER CORPORATIONSYK |
| 2.11% | 2.31% | $7.3M | 23,172 | $7.4M | 22,512 | +660+2.93% | Add |
| IISHARES TRIVV |
| 2.1% | 1.96% | $7.3M | 9,715 | $6.3M | 9,621 | +94+0.98% | Add |
 JPMORGAN CHASE & COJPM |
| 2.03% | 1.87% | $7.0M | 21,534 | $6.0M | 20,405 | +1,129+5.53% | Add |
 CHUBB LIMITEDCB |
| 2.01% | 2.22% | $7.0M | 20,475 | $7.1M | 21,853 | -1,378-6.31% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.98% | 2.16% | $6.9M | 27,004 | $6.9M | 28,346 | -1,342-4.73% | Reduce |
 AMAZON COM INCAMZN |
| 1.95% | 1.92% | $6.8M | 28,366 | $6.2M | 29,591 | -1,225-4.14% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.92% | 1.99% | $6.6M | 13,279 | $6.4M | 13,347 | -68-0.51% | Reduce |
 CATERPILLAR INCCAT |
| 1.84% | 1.34% | $6.4M | 5,978 | $4.3M | 6,069 | -91-1.50% | Reduce |
 AMGEN INC COMAMGN |
| 1.74% | 1.84% | $6.0M | 16,692 | $5.9M | 16,779 | -87-0.52% | Reduce |
 PHILLIPS 66PSX |
| 1.72% | 2.06% | $5.9M | 35,188 | $6.6M | 36,218 | -1,030-2.84% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.65% | 1.38% | $5.7M | 28,599 | $4.4M | 25,410 | +3,189+12.55% | Add |
 TJX COS INC NEWTJX |
| 1.61% | 1.84% | $5.6M | 36,708 | $5.9M | 36,995 | -287-0.78% | Reduce |
 ABBOTT LABORATORIESABT |
| 1.43% | 1.82% | $5.0M | 54,620 | $5.8M | 56,739 | -2,119-3.73% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.4% | 1.44% | $4.8M | 13,678 | $4.6M | 13,427 | +251+1.87% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.39% | 1.52% | $4.8M | 5,153 | $4.9M | 4,882 | +271+5.55% | Add |
 ILLINOIS TOOLITW |
| 1.33% | 1.37% | $4.6M | 16,979 | $4.4M | 16,861 | +118+0.70% | Add |
 META PLATFORMS INCMETA |
| 1.26% | 1.39% | $4.4M | 7,745 | $4.4M | 7,767 | -22-0.28% | Reduce |
 AMPHENOL CORPAPH |
| 1.25% | 0.75% | $4.3M | 24,514 | $2.4M | 19,001 | +5,513+29.01% | Add |
| IISHARES SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.24% | 1.32% | $4.3M | 84,905 | $4.2M | 83,488 | +1,417+1.70% | Add |
 PEPSICO INCPEP |
| 1.22% | 1.55% | $4.2M | 31,282 | $5.0M | 32,030 | -748-2.34% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.1% | 1.16% | $3.8M | 12,963 | $3.7M | 12,857 | +106+0.82% | Add |
 PROCTER & GAMBLE COPG |
| 1.08% | 1.14% | $3.7M | 25,567 | $3.6M | 25,225 | +342+1.36% | Add |
 BROADRIDGE FINL SOLUTIONS INBR |
| 1% | 1.41% | $3.5M | 25,244 | $4.5M | 27,785 | -2,541-9.15% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 0.98% | 1.14% | $3.4M | 15,152 | $3.7M | 18,016 | -2,864-15.90% | Reduce |
 STARBUCKS CORPSBUX |
| 0.93% | 0.94% | $3.2M | 31,677 | $3.0M | 33,611 | -1,934-5.75% | Reduce |
 MCDONALDS CORPMCD |
| 0.92% | 1.15% | $3.2M | 11,740 | $3.7M | 11,888 | -148-1.24% | Reduce |
 EATON CORP PLCETN |
| 0.83% | 0.65% | $2.9M | 6,774 | $2.1M | 5,812 | +962+16.55% | Add |
 S&P GLOBAL INCSPGI |
| 0.82% | 1.02% | $2.8M | 6,965 | $3.3M | 7,662 | -697-9.10% | Reduce |
| IISHARES TRIEFA |
| 0.75% | 0.7% | $2.6M | 26,767 | $2.3M | 24,967 | +1,800+7.21% | Add |
| IISHARES COREIJH |
| 0.74% | 0.72% | $2.6M | 33,225 | $2.3M | 34,090 | -865-2.54% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.69% | 0.64% | $2.4M | 42,067 | $2.1M | 42,082 | -15-0.04% | Reduce |
| IISHARES TRLQD |
| 0.66% | 0.67% | $2.3M | 20,889 | $2.2M | 19,797 | +1,092+5.52% | Add |
 WALMART INCWMT |
| 0.66% | 0.76% | $2.3M | 20,041 | $2.4M | 19,546 | +495+2.53% | Add |
 ELI LILLY & COLLY |
| 0.63% | 0.48% | $2.2M | 1,817 | $1.6M | 1,688 | +129+7.64% | Add |
| IISHARES COREIJR |
| 0.6% | 0.54% | $2.1M | 13,970 | $1.7M | 13,963 | +7+0.05% | Add |
 AFLAC INC COMAFL |
| 0.58% | 0.59% | $2.0M | 17,201 | $1.9M | 17,295 | -94-0.54% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.57% | 0.56% | $2.0M | 6,238 | $1.8M | 6,238 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 0.56% | 1.25% | $2.0M | 15,697 | $4.0M | 20,212 | -4,515-22.34% | Reduce |
 MEDTRONIC PLCMDT |
| 0.55% | 0.7% | $1.9M | 24,517 | $2.2M | 25,932 | -1,415-5.46% | Reduce |
