| VVANGUARD MALVERN FDSVTIP |
| 6.99% | 7.25% | $25.6M | 510,557 | $24.8M | 497,026 | +13,531+2.72% | Add |
 ALPHABET INCGOOGL |
| 5.46% | 4.78% | $20.0M | 56,034 | $16.4M | 56,923 | -889-1.56% | Reduce |
 MICROSOFT CORPMSFT |
| 5.21% | 5.57% | $19.1M | 51,209 | $19.1M | 51,506 | -297-0.58% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 3.75% | 3.52% | $13.7M | 20,014 | $12.1M | 20,169 | -155-0.77% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 3.73% | 4% | $13.7M | 172,894 | $13.7M | 172,649 | +245+0.14% | Add |
 JPMORGAN CHASE & COJPM |
| 3.39% | 3.24% | $12.5M | 38,042 | $11.1M | 37,777 | +265+0.70% | Add |
| SSCHWAB 5-10 YEAR CORPORATE BOND ETFSCHI |
| 3.11% | 3.37% | $11.4M | 504,007 | $11.5M | 508,475 | -4,468-0.88% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 3.09% | 3.19% | $11.3M | 44,632 | $10.9M | 44,702 | -70-0.16% | Reduce |
 AMGEN INC COMAMGN |
| 3.09% | 3.21% | $11.3M | 31,250 | $11.0M | 31,297 | -47-0.15% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 3.03% | 2.94% | $11.1M | 49,627 | $10.1M | 49,526 | +101+0.20% | Add |
 ABBVIE INCABBV |
| 2.59% | 2.45% | $9.5M | 37,773 | $8.4M | 38,623 | -850-2.20% | Reduce |
 ECOLAB INCECL |
| 2.5% | 2.53% | $9.2M | 32,850 | $8.7M | 32,569 | +281+0.86% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 2.35% | 2.18% | $8.6M | 30,587 | $7.5M | 30,806 | -219-0.71% | Reduce |
| SSCHWAB USSCHX |
| 2.32% | 1.95% | $8.5M | 289,441 | $6.7M | 260,829 | +28,612+10.97% | Add |
 PALO ALTOPANW |
| 2.31% | 1.15% | $8.5M | 24,847 | $4.0M | 24,647 | +200+0.81% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 2.2% | 2.04% | $8.1M | 21,828 | $7.0M | 21,765 | +63+0.29% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 2.08% | 2.34% | $7.6M | 92,496 | $8.0M | 96,746 | -4,250-4.39% | Reduce |
 PROCTER & GAMBLE COPG |
| 2.05% | 2.13% | $7.5M | 51,173 | $7.3M | 50,530 | +643+1.27% | Add |
 EMERSON ELEC COEMR |
| 1.87% | 1.82% | $6.9M | 47,946 | $6.2M | 47,579 | +367+0.77% | Add |
 ELI LILLY & COLLY |
| 1.86% | 1.62% | $6.8M | 5,679 | $5.6M | 6,051 | -372-6.15% | Reduce |
| SSCHWAB USSCHP |
| 1.76% | 1.84% | $6.4M | 243,202 | $6.3M | 236,262 | +6,940+2.94% | Add |
| VVANGUARD STAR FDSVXUS |
| 1.67% | 1.49% | $6.1M | 71,482 | $5.1M | 66,149 | +5,333+8.06% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.53% | 1.86% | $5.6M | 105,656 | $6.4M | 103,913 | +1,743+1.68% | Add |
 CAPITAL ONE FINL CORPCOF |
| 1.52% | 1.48% | $5.6M | 27,830 | $5.1M | 27,787 | +43+0.15% | Add |
 PEPSICO INCPEP |
| 1.5% | 1.82% | $5.5M | 40,752 | $6.2M | 40,055 | +697+1.74% | Add |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.47% | 1.53% | $5.4M | 218,661 | $5.3M | 212,550 | +6,111+2.88% | Add |
 DISNEY WALT CODIS |
| 1.31% | 1.41% | $4.8M | 50,019 | $4.8M | 50,057 | -38-0.08% | Reduce |
| VVANGUARD FSTEVWO |
| 1.25% | 1.21% | $4.6M | 76,520 | $4.2M | 76,946 | -426-0.55% | Reduce |
| QQUALCOMM INCQCOM |
| 1.14% | 0.88% | $4.2M | 22,642 | $3.0M | 23,312 | -670-2.87% | Reduce |
 CATERPILLAR INCCAT |
| 1.09% | 0.79% | $4.0M | 3,745 | $2.7M | 3,825 | -80-2.09% | Reduce |
 SALESFORCE INCCRM |
| 1.04% | 1.33% | $3.8M | 24,270 | $4.6M | 24,390 | -120-0.49% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.94% | 0.66% | $3.5M | 11,580 | $2.3M | 11,620 | -40-0.34% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.93% | 0.88% | $3.4M | 10,098 | $3.0M | 9,990 | +108+1.08% | Add |
 BROADCOM INCAVGO |
| 0.91% | 0.79% | $3.3M | 8,800 | $2.7M | 8,702 | +98+1.13% | Add |
 GE AEROSPACEGE |
| 0.88% | 0.72% | $3.2M | 8,654 | $2.5M | 8,654 | 00.00% | Unchanged |
| IISHARES TRSTIP |
| 0.88% | 0.87% | $3.2M | 31,439 | $3.0M | 28,657 | +2,782+9.71% | Add |
 AMAZON COM INCAMZN |
| 0.86% | 0.65% | $3.1M | 13,213 | $2.2M | 10,627 | +2,586+24.33% | Add |
 MOODYS CORPMCO |
| 0.85% | 0.88% | $3.1M | 6,883 | $3.0M | 6,883 | 00.00% | Unchanged |
 CHEVRON CORPORATIONCVX |
| 0.82% | 1.11% | $3.0M | 18,188 | $3.8M | 18,443 | -255-1.38% | Reduce |
 HP INCHPQ |
| 0.8% | 0.76% | $2.9M | 133,503 | $2.6M | 135,813 | -2,310-1.70% | Reduce |
 RTX CORPORATIONRTX |
| 0.73% | 0.81% | $2.7M | 14,056 | $2.8M | 14,431 | -375-2.60% | Reduce |
 GE VERNOVA INCGEV |
| 0.71% | 0.57% | $2.6M | 2,229 | $2.0M | 2,239 | -10-0.45% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.71% | 0.73% | $2.6M | 5,191 | $2.5M | 5,191 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.68% | 0.64% | $2.5M | 3,343 | $2.2M | 3,361 | -18-0.54% | Reduce |
 PFIZER INCPFE |
| 0.56% | 0.7% | $2.0M | 85,044 | $2.4M | 85,044 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 0.47% | 0.49% | $1.7M | 3,375 | $1.7M | 3,375 | 00.00% | Unchanged |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.47% | 0.44% | $1.7M | 49,433 | $1.5M | 49,433 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.47% | 0.47% | $1.7M | 13,293 | $1.6M | 13,293 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.38% | 0.13% | $1.4M | 9,913 | $457,849 | 10,375 | -462-4.45% | Reduce |
 APPLE INCAAPL |
| 0.36% | 0.34% | $1.3M | 4,537 | $1.2M | 4,602 | -65-1.41% | Reduce |
