 APPLE INCAAPL |
| 5.04% | 5.18% | $8.5M | 29,364 | $7.7M | 30,167 | -803-2.66% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 4.85% | 4.97% | $8.2M | 78,706 | $7.3M | 75,656 | +3,050+4.03% | Add |
 ALPHABET INCGOOGL |
| 4.65% | 4.6% | $7.8M | 21,929 | $6.8M | 23,652 | -1,723-7.28% | Reduce |
| IISHARES TRGVI |
| 3.91% | 4.29% | $6.6M | 61,238 | $6.3M | 59,698 | +1,540+2.58% | Add |
 MICROSOFT CORPMSFT |
| 3.35% | 3.73% | $5.6M | 15,131 | $5.5M | 14,882 | +249+1.67% | Add |
 AMAZON COM INCAMZN |
| 3.33% | 3.33% | $5.6M | 23,594 | $4.9M | 23,646 | -52-0.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.18% | 3.17% | $5.4M | 26,849 | $4.7M | 26,866 | -17-0.06% | Reduce |
| IISHARES COREIJH |
| 3.05% | 2.74% | $5.1M | 66,747 | $4.0M | 59,861 | +6,886+11.50% | Add |
 JPMORGAN CHASE & COJPM |
| 2.31% | 2.3% | $3.9M | 11,919 | $3.4M | 11,573 | +346+2.99% | Add |
| IISHARES TRGVI |
| 2.29% | 2.42% | $3.9M | 36,206 | $3.6M | 33,611 | +2,595+7.72% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.21% | 2.39% | $3.7M | 14,650 | $3.5M | 14,447 | +203+1.41% | Add |
 BROADCOM INCAVGO |
| 1.94% | 1.82% | $3.3M | 8,642 | $2.7M | 8,682 | -40-0.46% | Reduce |
| IISHARES GOLD TRIAU |
| 1.8% | 2.35% | $3.0M | 40,211 | $3.5M | 39,441 | +770+1.95% | Add |
 VISA INCV |
| 1.55% | 1.53% | $2.6M | 7,607 | $2.3M | 7,458 | +149+2.00% | Add |
 META PLATFORMS INCMETA |
| 1.49% | 1.67% | $2.5M | 4,470 | $2.5M | 4,317 | +153+3.54% | Add |
 BLACKROCK INC COMBLK |
| 1.42% | 1.63% | $2.4M | 2,498 | $2.4M | 2,509 | -11-0.44% | Reduce |
 PALO ALTOPANW |
| 1.42% | 0.76% | $2.4M | 7,038 | $1.1M | 7,023 | +15+0.21% | Add |
 CUMMINS INCCMI |
| 1.39% | 1.19% | $2.4M | 3,298 | $1.8M | 3,258 | +40+1.23% | Add |
 MORGAN STANLEYMS |
| 1.38% | 1.26% | $2.3M | 11,169 | $1.9M | 11,342 | -173-1.53% | Reduce |
 ABBVIE INCABBV |
| 1.37% | 1.35% | $2.3M | 9,159 | $2.0M | 9,169 | -10-0.11% | Reduce |
| BBANK OF AMER CORPBAC |
| 1.32% | 1.29% | $2.2M | 39,202 | $1.9M | 39,006 | +196+0.50% | Add |
 ELI LILLY & COLLY |
| 1.31% | 1.03% | $2.2M | 1,844 | $1.5M | 1,658 | +186+11.22% | Add |
 PROCTER & GAMBLE COPG |
| 1.31% | 1.44% | $2.2M | 15,079 | $2.1M | 14,732 | +347+2.36% | Add |
 CHEVRON CORPORATIONCVX |
| 1.28% | 1.81% | $2.2M | 13,077 | $2.7M | 12,937 | +140+1.08% | Add |
| IISHARES COREIJR |
| 1.28% | 1.01% | $2.2M | 14,510 | $1.5M | 12,015 | +2,495+20.77% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.27% | 1.28% | $2.1M | 5,801 | $1.9M | 5,796 | +5+0.09% | Add |
 WALMART INCWMT |
| 1.23% | 1.51% | $2.1M | 18,305 | $2.2M | 17,938 | +367+2.05% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.22% | 1.05% | $2.1M | 5,464 | $1.6M | 5,589 | -125-2.24% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.2% | 0.44% | $2.0M | 6,808 | $654,424 | 6,607 | +201+3.04% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.17% | 0.31% | $2.0M | 3,412 | $458,328 | 2,253 | +1,159+51.44% | Add |
 PEPSICO INCPEP |
| 1.06% | 1.4% | $1.8M | 13,165 | $2.1M | 13,358 | -193-1.44% | Reduce |
 TESLA INCTSLA |
| 1.03% | 1.01% | $1.7M | 4,139 | $1.5M | 4,014 | +125+3.11% | Add |
 EATON CORP PLCETN |
| 0.99% | 0.71% | $1.7M | 3,909 | $1.1M | 2,952 | +957+32.42% | Add |
 MERCK & CO INCMRK |
| 0.98% | 0.98% | $1.7M | 12,908 | $1.4M | 12,008 | +900+7.50% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.9% | 1.05% | $1.5M | 17,348 | $1.6M | 16,748 | +600+3.58% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.88% | 0.97% | $1.5M | 1,990 | $1.4M | 2,205 | -215-9.75% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.87% | 0.84% | $1.5M | 5,194 | $1.2M | 5,114 | +80+1.56% | Add |
| VVANGUARD FSTEVWO |
| 0.83% | 0.85% | $1.4M | 23,330 | $1.3M | 23,255 | +75+0.32% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.81% | 0.89% | $1.4M | 3,874 | $1.3M | 3,829 | +45+1.18% | Add |
 DEERE & CODE |
| 0.81% | 0.8% | $1.4M | 2,161 | $1.2M | 2,107 | +54+2.56% | Add |
 LAM RESEARCH CORPLRCX |
| 0.8% | 0.17% | $1.4M | 3,130 | $255,324 | 1,195 | +1,935+161.92% | Add |
| VVANGUARD INDEX FDSVNQ |
| 0.8% | 0.83% | $1.4M | 14,015 | $1.2M | 13,815 | +200+1.45% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.8% | 0.84% | $1.3M | 2,686 | $1.2M | 2,576 | +110+4.27% | Add |
 RTX CORPORATIONRTX |
| 0.76% | 0.85% | $1.3M | 6,758 | $1.2M | 6,478 | +280+4.32% | Add |
 ORACLE CORPORCL |
| 0.75% | 0.84% | $1.3M | 8,584 | $1.2M | 8,444 | +140+1.66% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.73% | 0.75% | $1.2M | 21,188 | $1.1M | 18,853 | +2,335+12.39% | Add |
 HOME DEPOT INCHD |
| 0.71% | 0.76% | $1.2M | 3,419 | $1.1M | 3,393 | +26+0.77% | Add |
 UNITED RENTALS INCURI |
| 0.7% | 0.45% | $1.2M | 1,038 | $657,889 | 903 | +135+14.95% | Add |
 SOUTHERN COSO |
| 0.69% | 0.8% | $1.2M | 12,220 | $1.2M | 12,220 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 0.69% | 0.8% | $1.2M | 5,199 | $1.2M | 5,209 | -10-0.19% | Reduce |
