 APPLE INCAAPL |
| 5.98% | 5.84% | $478.0M | 1.7M | $456.5M | 1.6M | +2,947+0.18% | Add |
| AAlphabet Inc Class CGOOG |
| 5.75% | 6.4% | $459.8M | 1.3M | $500.9M | 1.3M | -17,970-1.36% | Reduce |
 MICROSOFT CORPMSFT |
| 4.62% | 5.21% | $369.1M | 989,415 | $407.3M | 984,801 | +4,614+0.47% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.11% | 3.03% | $248.5M | 361,789 | $237.0M | 358,971 | +2,818+0.79% | Add |
 JPMORGAN CHASE & COJPM |
| 3.03% | 2.91% | $242.0M | 739,408 | $227.3M | 738,691 | +717+0.10% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.02% | 3.02% | $241.7M | 1.2M | $236.2M | 1.2M | +18,051+1.52% | Add |
 AMAZON COM INCAMZN |
| 2.79% | 3.23% | $223.1M | 936,125 | $253.0M | 929,880 | +6,245+0.67% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 2.45% | 2.34% | $195.7M | 391,026 | $183.1M | 390,838 | +188+0.05% | Add |
| IISHARES TRIEFA |
| 2.28% | 2.19% | $182.2M | 1.9M | $171.1M | 1.8M | +68,961+3.79% | Add |
 MASTERCARD INCORPORATEDMA |
| 2.19% | 2.2% | $174.9M | 340,541 | $172.2M | 340,525 | +16+0.00% | Add |
 PROCTER & GAMBLE COPG |
| 1.91% | 1.93% | $152.8M | 1.0M | $150.9M | 1.0M | -2,409-0.23% | Reduce |
 TJX COS INC NEWTJX |
| 1.86% | 1.94% | $148.6M | 980,772 | $152.1M | 983,873 | -3,101-0.32% | Reduce |
 ALPHABET INCGOOGL |
| 1.79% | 1.97% | $143.3M | 400,948 | $154.5M | 403,125 | -2,177-0.54% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.65% | 1.82% | $132.2M | 141,278 | $142.4M | 140,397 | +881+0.63% | Add |
 PALO ALTOPANW |
| 1.61% | 0.83% | $128.6M | 377,013 | $64.8M | 350,887 | +26,126+7.45% | Add |
 DEERE & CODE |
| 1.61% | 1.5% | $128.4M | 201,866 | $117.6M | 202,775 | -909-0.45% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.57% | 1.61% | $125.5M | 315,915 | $126.3M | 318,060 | -2,145-0.67% | Reduce |
 LINDE PLCLIN |
| 1.56% | 1.52% | $125.0M | 240,956 | $119.0M | 241,047 | -91-0.04% | Reduce |
 ASML HLDG NVASML |
| 1.53% | 1.09% | $122.4M | 61,520 | $85.2M | 61,462 | +58+0.09% | Add |
 AMGEN INC COMAMGN |
| 1.48% | 1.37% | $118.4M | 326,887 | $106.9M | 329,953 | -3,066-0.93% | Reduce |
 EATON CORP PLCETN |
| 1.44% | 1.44% | $115.5M | 271,017 | $112.7M | 266,845 | +4,172+1.56% | Add |
 LOWES COS INC COMLOW |
| 1.32% | 1.42% | $105.6M | 479,020 | $111.2M | 494,513 | -15,493-3.13% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.28% | 1.43% | $102.3M | 1.2M | $111.6M | 1.2M | -3,415-0.29% | Reduce |
 META PLATFORMS INCMETA |
| 1.27% | 1.37% | $101.6M | 180,324 | $107.4M | 175,954 | +4,370+2.48% | Add |
| IISHARES COREIJH |
| 1.16% | 1% | $92.9M | 1.2M | $78.4M | 1.1M | +121,159+11.17% | Add |
| IISHARES COREIJR |
| 1.15% | 1.05% | $92.0M | 620,196 | $82.1M | 603,244 | +16,952+2.81% | Add |
 ABBOTT LABORATORIESABT |
| 1.07% | 1.11% | $85.7M | 943,987 | $87.1M | 987,966 | -43,979-4.45% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.05% | 1.08% | $83.8M | 167,029 | $84.6M | 182,938 | -15,909-8.70% | Reduce |
 CHUBB LIMITEDCB |
| 0.96% | 0.95% | $77.1M | 225,744 | $74.3M | 228,438 | -2,694-1.18% | Reduce |
 BROADCOM INCAVGO |
| 0.94% | 0.59% | $75.3M | 199,217 | $45.8M | 110,048 | +89,169+81.03% | Add |
 CHEVRON CORPORATIONCVX |
| 0.92% | 1.11% | $73.6M | 444,133 | $87.0M | 452,540 | -8,407-1.86% | Reduce |
 DUKE ENERGY CORP NEWDUK |
| 0.92% | 0.94% | $73.5M | 580,535 | $73.9M | 579,699 | +836+0.14% | Add |
 PEPSICO INCPEP |
| 0.89% | 1.06% | $71.0M | 524,156 | $82.8M | 535,756 | -11,600-2.17% | Reduce |
 WASTE MGMT INC DELWM |
| 0.87% | 0.92% | $69.6M | 312,393 | $72.0M | 316,174 | -3,781-1.20% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.85% | 0.78% | $68.1M | 163,859 | $61.1M | 164,801 | -942-0.57% | Reduce |
| IISHARES INCIEMG |
| 0.77% | 0.71% | $61.8M | 745,800 | $55.8M | 709,800 | +36,000+5.07% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.74% | 0.66% | $59.0M | 232,434 | $51.9M | 231,580 | +854+0.37% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.74% | 0.72% | $58.9M | 159,072 | $56.7M | 160,191 | -1,119-0.70% | Reduce |
 LABCORP HOLDINGS INCECL |
| 0.72% | 0.66% | $57.3M | 204,579 | $51.6M | 203,823 | +756+0.37% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.7% | 0.71% | $55.6M | 703,045 | $55.6M | 704,350 | -1,305-0.19% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.67% | 0.69% | $53.8M | 651,041 | $54.1M | 656,787 | -5,746-0.87% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.66% | 0.63% | $52.4M | 70 | $49.2M | 70 | 00.00% | Unchanged |
 ILLINOIS TOOLITW |
| 0.65% | 0.62% | $52.0M | 191,148 | $48.9M | 194,160 | -3,012-1.55% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.56% | 0.53% | $44.5M | 63,175 | $41.7M | 63,092 | +83+0.13% | Add |
| QQUALCOMM INCQCOM |
| 0.55% | 0.66% | $44.2M | 239,262 | $51.9M | 308,394 | -69,132-22.42% | Reduce |
| IISHARES CORE 1-5 YEAR USD BOND ETFISTB |
| 0.51% | 0.46% | $41.1M | 852,449 | $35.9M | 741,304 | +111,145+14.99% | Add |
 WALMART INCWMT |
| 0.51% | 0.6% | $40.4M | 356,966 | $46.7M | 358,670 | -1,704-0.48% | Reduce |
 AMPHENOL CORPAPH |
| 0.51% | <0.01% | $40.4M | 228,939 | $105,914 | 751 | +228,188+30,384.55% | Add |
 S&P GLOBAL INCSPGI |
| 0.5% | 0.58% | $40.2M | 98,818 | $45.2M | 106,485 | -7,667-7.20% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.47% | 0.55% | $37.8M | 523,959 | $43.2M | 584,463 | -60,504-10.35% | Reduce |
