 APPLE INCAAPL |
| 8.7% | 7.76% | $45.0M | 155,632 | $34.2M | 134,709 | +20,923+15.53% | Add |
 NVIDIA CORPORATIONNVDA |
| 7.4% | 7.09% | $38.3M | 191,477 | $31.2M | 179,075 | +12,402+6.93% | Add |
 UNITED PARCEL SVCS INCUPS |
| 6.38% | 15% | $33.0M | 307,074 | $66.0M | 671,340 | -364,266-54.26% | Reduce |
 MICROSOFT CORPMSFT |
| 4.66% | 4.83% | $24.1M | 64,700 | $21.3M | 57,445 | +7,255+12.63% | Add |
| AAlphabet Inc Class CGOOG |
| 4.49% | 3.35% | $23.3M | 65,832 | $14.8M | 51,494 | +14,338+27.84% | Add |
 ALPHABET INCGOOGL |
| 4.04% | 3.36% | $20.9M | 58,554 | $14.8M | 51,469 | +7,085+13.77% | Add |
 AMAZON COM INCAMZN |
| 3.94% | 3.84% | $20.4M | 85,673 | $16.9M | 81,213 | +4,460+5.49% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.27% | 0.95% | $11.8M | 39,516 | $4.2M | 42,071 | -2,555-6.07% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.05% | 1.37% | $10.6M | 20,672 | $6.1M | 12,117 | +8,555+70.60% | Add |
 JPMORGAN CHASE & COJPM |
| 2.03% | 2.09% | $10.5M | 32,121 | $9.2M | 31,253 | +868+2.78% | Add |
 BROADCOM INCAVGO |
| 2.03% | 1.96% | $10.5M | 27,831 | $8.6M | 27,845 | -14-0.05% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2% | 1.72% | $10.4M | 15,108 | $7.6M | 12,703 | +2,405+18.93% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.87% | 1.55% | $9.7M | 12,958 | $6.8M | 10,503 | +2,455+23.37% | Add |
| IISHARES RUSSELLIWF |
| 1.59% | 1.32% | $8.2M | 66,244 | $5.8M | 13,589 | +52,655+387.48% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.44% | 1.03% | $7.5M | 7,969 | $4.6M | 4,569 | +3,400+74.41% | Add |
 CATERPILLAR INCCAT |
| 1.23% | 0.75% | $6.4M | 5,968 | $3.3M | 4,638 | +1,330+28.68% | Add |
 HOME DEPOT INCHD |
| 1.09% | 1.05% | $5.6M | 15,984 | $4.6M | 14,073 | +1,911+13.58% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.08% | 0.81% | $5.6M | 11,136 | $3.6M | 7,454 | +3,682+49.40% | Add |
 APPLIED MATLS INCAMAT |
| 1.04% | 0.58% | $5.4M | 7,426 | $2.5M | 7,426 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVB |
| 1% | 0.95% | $5.2M | 17,026 | $4.2M | 15,980 | +1,046+6.55% | Add |
 META PLATFORMS INCMETA |
| 0.95% | 0.94% | $4.9M | 8,761 | $4.1M | 7,211 | +1,550+21.49% | Add |
 VISA INCV |
| 0.95% | 0.95% | $4.9M | 14,379 | $4.2M | 13,837 | +542+3.92% | Add |
| IISHARES TRSGOV |
| 0.93% | 1.07% | $4.8M | 47,750 | $4.7M | 46,600 | +1,150+2.47% | Add |
| IISHARES TRIVV |
| 0.91% | 0.67% | $4.7M | 6,284 | $3.0M | 4,535 | +1,749+38.57% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.84% | 0.88% | $4.4M | 17,139 | $3.9M | 15,788 | +1,351+8.56% | Add |
 MCKESSON CORP COMMCK |
| 0.81% | 1.01% | $4.2M | 5,529 | $4.5M | 5,148 | +381+7.40% | Add |
| VVANGUARD FTSEVEA |
| 0.78% | 0.83% | $4.0M | 56,795 | $3.6M | 56,795 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 0.71% | 0.56% | $3.7M | 20,753 | $2.5M | 19,395 | +1,358+7.00% | Add |
 CISCO SYS INCCSCO |
| 0.71% | 0.53% | $3.7M | 31,083 | $2.3M | 29,803 | +1,280+4.29% | Add |
 WALMART INCWMT |
| 0.67% | 0.71% | $3.5M | 30,837 | $3.1M | 25,255 | +5,582+22.10% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.64% | 0.66% | $3.3M | 3,370 | $2.9M | 3,268 | +102+3.12% | Add |
 ABBVIE INCABBV |
| 0.6% | 0.6% | $3.1M | 12,350 | $2.7M | 12,195 | +155+1.27% | Add |
 AMETEK INC COMAME |
| 0.57% | 0.6% | $2.9M | 12,190 | $2.6M | 12,250 | -60-0.49% | Reduce |
 SALESFORCE INCCRM |
| 0.53% | 0.54% | $2.7M | 17,455 | $2.4M | 12,647 | +4,808+38.02% | Add |
 TJX COS INC NEWTJX |
| 0.53% | 0.32% | $2.7M | 18,039 | $1.4M | 8,893 | +9,146+102.84% | Add |
 DANAHER CORP DEL COMDHR |
| 0.52% | 0.45% | $2.7M | 14,092 | $2.0M | 10,428 | +3,664+35.14% | Add |
| IISHARES INCIEMG |
| 0.49% | 0.4% | $2.6M | 30,881 | $1.7M | 25,043 | +5,838+23.31% | Add |
 CHEVRON CORPORATIONCVX |
| 0.49% | 0.58% | $2.5M | 15,247 | $2.6M | 12,372 | +2,875+23.24% | Add |
| SSPDR GOLD TRGLD |
| 0.49% | 0.67% | $2.5M | 6,825 | $2.9M | 6,825 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.48% | 0.28% | $2.5M | 5,760 | $1.2M | 5,760 | 00.00% | Unchanged |
 DEERE & CODE |
| 0.45% | 0.44% | $2.3M | 3,699 | $1.9M | 3,423 | +276+8.06% | Add |
 AMERIPRISE FINL INCAMP |
| 0.44% | 0.5% | $2.3M | 4,955 | $2.2M | 4,955 | 00.00% | Unchanged |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.43% | 0.47% | $2.2M | 27,200 | $2.1M | 5,075 | +22,125+435.96% | Add |
| SSPDR SERIES TRUSTSDY |
| 0.4% | 0.44% | $2.1M | 13,709 | $2.0M | 13,415 | +294+2.19% | Add |
| QQUALCOMM INCQCOM |
| 0.39% | 0.32% | $2.0M | 11,010 | $1.4M | 11,010 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 0.39% | 0.54% | $2.0M | 84,332 | $2.4M | 83,977 | +355+0.42% | Add |
| IISHARES TRDVY |
| 0.39% | 0.36% | $2.0M | 12,927 | $1.6M | 10,520 | +2,407+22.88% | Add |
 ADOBE INC COMADBE |
| 0.39% | 0.36% | $2.0M | 9,783 | $1.6M | 6,480 | +3,303+50.97% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.38% | 0.44% | $2.0M | 3,975 | $2.0M | 3,975 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.38% | 0.38% | $2.0M | 13,481 | $1.7M | 11,556 | +1,925+16.66% | Add |
