V VANGUARD INSTL INDEX FD VGUS
5.86% 4.26% $20.4M 269,259 $13.2M 174,037 +95,222 +54.71% Add I ISHARES TR IVV
5.84% 5.7% $20.3M 27,131 $17.6M 26,964 +167 +0.62% Add NVIDIA CORPORATION NVDA
3.63% 3.6% $12.6M 63,119 $11.1M 63,785 -666 -1.04% Reduce APPLE INC AAPL
3.35% 3.29% $11.6M 40,242 $10.2M 40,014 +228 +0.57% Add V VANGUARD BD INDEX FDS BSV
3.31% 3.71% $11.5M 147,950 $11.5M 146,105 +1,845 +1.26% Add AMAZON COM INC AMZN
2.68% 2.57% $9.3M 39,143 $8.0M 38,181 +962 +2.52% Add BROADCOM INC AVGO
2.4% 2.29% $8.3M 22,065 $7.1M 22,843 -778 -3.41% Reduce MICROSOFT CORP MSFT
2.37% 2.68% $8.3M 22,137 $8.3M 22,332 -195 -0.87% Reduce I ISHARES TR MUB
2.36% 2.51% $8.2M 76,275 $7.7M 72,968 +3,307 +4.53% Add S STATE STR SPDR S&P 500 ETF T SPY
1.71% 1.71% $5.9M 7,956 $5.3M 8,127 -171 -2.10% Reduce ELI LILLY & CO LLY
1.64% 1.43% $5.7M 4,765 $4.4M 4,815 -50 -1.04% Reduce A Alphabet Inc Class C GOOG
1.62% 1.53% $5.7M 15,992 $4.7M 16,444 -452 -2.75% Reduce JPMORGAN CHASE & CO JPM
1.62% 1.65% $5.6M 17,161 $5.1M 17,309 -148 -0.86% Reduce I ISHARES TR LQD
1.53% 1.67% $5.3M 48,669 $5.2M 47,352 +1,317 +2.78% Add I ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB
1.47% 1.55% $5.1M 97,405 $4.8M 91,163 +6,242 +6.85% Add WALMART INC WMT
1.3% 1.62% $4.5M 39,837 $5.0M 40,150 -313 -0.78% Reduce ALPHABET INC GOOGL
1.2% 1.08% $4.2M 11,720 $3.3M 11,564 +156 +1.35% Add I ISHARES S&P IVE
1.2% 1.25% $4.2M 18,408 $3.9M 18,295 +113 +0.62% Add V VANGUARD INSTL INDEX FD VBIL
1.18% 1.34% $4.1M 54,158 $4.1M 54,588 -430 -0.79% Reduce I ISHARES TR IUSB
1.11% 1.22% $3.9M 83,493 $3.8M 81,340 +2,153 +2.65% Add I ISHARES RUSSELL IWM
1.08% 0.96% $3.8M 12,482 $3.0M 12,016 +466 +3.88% Add MICRON TECHNOLOGY INC MU
1.05% 0.39% $3.7M 3,177 $1.2M 3,542 -365 -10.30% Reduce ADVANCED MICRO DEVICES INC AMD
0.92% 0.43% $3.2M 5,488 $1.3M 6,501 -1,013 -15.58% Reduce I INTERNATIONAL BUSINESS MACHS IBM
0.91% 0.86% $3.2M 11,218 $2.6M 10,912 +306 +2.80% Add KLA CORP KLAC
0.89% 0.5% $3.1M 10,294 $1.5M 1,051 +9,243 +879.45% Add I ISHARES CORE IJR
0.86% 0.81% $3.0M 20,277 $2.5M 20,093 +184 +0.92% Add FEDEX CORP FDX
0.83% 1.04% $2.9M 9,175 $3.2M 8,992 +183 +2.04% Add PROCTER & GAMBLE CO PG
0.78% 0.83% $2.7M 18,437 $2.6M 17,812 +625 +3.51% Add I ISHARES TR SUB
0.73% 0.77% $2.6M 23,956 $2.4M 22,428 +1,528 +6.81% Add C CAPITAL GROUP CORE EQUITY ET CGUS
0.71% 0.7% $2.5M 55,170 $2.2M 56,316 -1,146 -2.03% Reduce V VANGUARD WORLD FD VGT
0.65% 0.57% $2.2M 18,805 $1.8M 2,536 +16,269 +641.52% Add S SELECT SECTOR SPDR TR XLE
0.62% 0.93% $2.2M 40,846 $2.9M 46,898 -6,052 -12.90% Reduce S SCHWAB SHORT-TERM U.S. TREASURY ETF SCHO
0.62% 0.67% $2.2M 89,166 $2.1M 85,031 +4,135 +4.86% Add C CAPITAL GROUP DIVIDEND VALUE CGDV
0.61% 0.6% $2.1M 43,396 $1.9M 43,540 -144 -0.33% Reduce VISA INC V
0.59% 0.56% $2.1M 5,978 $1.7M 5,734 +244 +4.26% Add CATERPILLAR INC CAT
0.59% 0.45% $2.0M 1,912 $1.4M 1,968 -56 -2.85% Reduce GOLDMAN SACHS GROUP INC GS
0.57% 0.56% $2.0M 1,972 $1.7M 2,049 -77 -3.76% Reduce ABBVIE INC ABBV
0.56% 0.54% $2.0M 7,808 $1.7M 7,607 +201 +2.64% Add C CAPITAL GROUP CONSERVATIVE E CGCV
0.55% 0.57% $1.9M 58,773 $1.7M 58,698 +75 +0.13% Add C COLUMBIA ETF TR I RECS
0.55% 0.52% $1.9M 44,327 $1.6M 41,160 +3,167 +7.69% Add HOME DEPOT INC HD
0.55% 0.53% $1.9M 5,425 $1.6M 5,011 +414 +8.26% Add COSTCO WHOLESALE CORPORATION COST
0.54% 0.63% $1.9M 2,007 $1.9M 1,947 +60 +3.08% Add S SPDR SERIES TRUST SDY
0.54% 0.69% $1.9M 12,335 $2.1M 14,599 -2,264 -15.51% Reduce V VANGUARD INDEX FDS VB
0.54% 0.5% $1.9M 6,184 $1.5M 5,848 +336 +5.75% Add VANECK ETF TRUST SMH
0.53% 0.43% $1.9M 2,829 $1.3M 3,443 -614 -17.83% Reduce AMGEN INC COM AMGN
0.52% 0.57% $1.8M 5,035 $1.8M 5,046 -11 -0.22% Reduce META PLATFORMS INC META
0.52% 0.59% $1.8M 3,209 $1.8M 3,179 +30 +0.94% Add N NEXTERA ENERGY INC NEE
0.52% 0.62% $1.8M 20,579 $1.9M 20,721 -142 -0.69% Reduce CISCO SYS INC CSCO
0.51% 0.44% $1.8M 15,203 $1.3M 17,363 -2,160 -12.44% Reduce Q QUALCOMM INC QCOM
0.51% 0.41% $1.8M 9,616 $1.3M 9,762 -146 -1.50% Reduce 
