APPLE INCAAPL |
| 6.38% | 6.23% | $16.3M | 56,498 | $14.4M | 56,916 | -418-0.73% | Reduce |
MICROSOFT CORPMSFT |
| 5.83% | 6.39% | $14.9M | 40,069 | $14.8M | 40,046 | +23+0.06% | Add |
ABBVIE INCABBV |
| 3.33% | 3.41% | $8.5M | 33,886 | $7.9M | 36,350 | -2,464-6.78% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 2.64% | 2.46% | $6.8M | 31,106 | $5.7M | 29,078 | +2,028+6.97% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.53% | 2.31% | $6.5M | 75,169 | $5.4M | 12,266 | +62,903+512.82% | Add |
| IISHARES TRIXUS |
| 2.25% | 2.31% | $5.8M | 60,317 | $5.3M | 61,732 | -1,415-2.29% | Reduce |
| IISHARES TRIVV |
| 2.13% | 1.96% | $5.5M | 7,278 | $4.6M | 6,975 | +303+4.34% | Add |
| SSCHWAB USSCHX |
| 2.09% | 2.09% | $5.4M | 182,335 | $4.8M | 189,035 | -6,700-3.54% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.02% | 1.81% | $5.2M | 14,659 | $4.2M | 14,597 | +62+0.42% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.85% | 1.86% | $4.8M | 43,063 | $4.3M | 44,442 | -1,379-3.10% | Reduce |
JOHNSON & JOHNSONJNJ |
| 1.84% | 2.01% | $4.7M | 18,611 | $4.7M | 19,041 | -430-2.26% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.8% | 1.68% | $4.6M | 14,102 | $3.9M | 13,259 | +843+6.36% | Add |
ABBOTT LABORATORIESABT |
| 1.65% | 2.11% | $4.2M | 46,608 | $4.9M | 47,613 | -1,005-2.11% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 1.6% | 1.97% | $4.1M | 4,371 | $4.6M | 4,575 | -204-4.46% | Reduce |
| IISHARES RUSSELLIWM |
| 1.58% | 1.49% | $4.0M | 13,469 | $3.5M | 13,964 | -495-3.54% | Reduce |
| IISHARES TRAGG |
| 1.51% | 1.68% | $3.9M | 38,993 | $3.9M | 39,216 | -223-0.57% | Reduce |
| GGLACIER BANCORP INC NEWGBCI |
| 1.45% | 1.39% | $3.7M | 72,235 | $3.2M | 72,170 | +65+0.09% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.45% | 1.4% | $3.7M | 4,969 | $3.2M | 4,995 | -26-0.52% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 1.43% | 1.6% | $3.7M | 23,233 | $3.7M | 25,127 | -1,894-7.54% | Reduce |
EXXON MOBIL CORPXOM |
| 1.29% | 1.87% | $3.3M | 24,210 | $4.3M | 25,593 | -1,383-5.40% | Reduce |
| VVANGUARD FTSEVEA |
| 1.07% | 1.06% | $2.7M | 38,529 | $2.5M | 38,328 | +201+0.52% | Add |
AMAZON COM INCAMZN |
| 1.05% | 0.96% | $2.7M | 11,240 | $2.2M | 10,744 | +496+4.62% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.03% | 1% | $2.6M | 3,738 | $2.3M | 3,768 | -30-0.80% | Reduce |
BROADCOM INCAVGO |
| 1.02% | 0.54% | $2.6M | 6,907 | $1.3M | 4,045 | +2,862+70.75% | Add |
RTX CORPORATIONRTX |
| 1.02% | 1.14% | $2.6M | 13,727 | $2.6M | 13,700 | +27+0.20% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.98% | 0.8% | $2.5M | 6,767 | $1.9M | 5,767 | +1,000+17.34% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.91% | 0.99% | $2.3M | 4,676 | $2.3M | 4,795 | -119-2.48% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.87% | 0.9% | $2.2M | 21,441 | $2.1M | 21,456 | -15-0.07% | Reduce |
| VVANGUARD FSTEVWO |
| 0.86% | 0.88% | $2.2M | 36,787 | $2.0M | 37,582 | -795-2.12% | Reduce |
| VVANGUARD INDEX FDSVV |
| 0.84% | 0.81% | $2.2M | 6,256 | $1.9M | 6,256 | 00.00% | Unchanged |
CISCO SYS INCCSCO |
| 0.84% | 0.62% | $2.2M | 18,306 | $1.4M | 18,516 | -210-1.13% | Reduce |
CHUBB LIMITEDCB |
| 0.83% | 0.89% | $2.1M | 6,253 | $2.1M | 6,340 | -87-1.37% | Reduce |
PROCTER & GAMBLE COPG |
| 0.81% | 0.97% | $2.1M | 14,118 | $2.3M | 15,618 | -1,500-9.60% | Reduce |
AUTOMATIC DATA PROCESSING INADP |
| 0.79% | 0.79% | $2.0M | 8,990 | $1.8M | 9,035 | -45-0.50% | Reduce |
| FFIRST TR EXCHANGE TRADED FDFTHI |
| 0.77% | 0.84% | $2.0M | 82,671 | $2.0M | 85,321 | -2,650-3.11% | Reduce |
ALPHABET INCGOOGL |
| 0.74% | 0.63% | $1.9M | 5,341 | $1.5M | 5,049 | +292+5.78% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.73% | 0.85% | $1.9M | 21,387 | $2.0M | 21,340 | +47+0.22% | Add |
| IISHARES RUSSELLIWF |
| 0.71% | 0.6% | $1.8M | 14,717 | $1.4M | 3,254 | +11,463+352.27% | Add |
INTEL CORPINTC |
| 0.71% | 0.26% | $1.8M | 13,061 | $594,034 | 13,461 | -400-2.97% | Reduce |
CUMMINS INCCMI |
| 0.69% | 0.58% | $1.8M | 2,495 | $1.3M | 2,491 | +4+0.16% | Add |
PEPSICO INCPEP |
| 0.66% | 0.83% | $1.7M | 12,460 | $1.9M | 12,440 | +20+0.16% | Add |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.6% | 0.48% | $1.5M | 3,928 | $1.1M | 3,545 | +383+10.80% | Add |
CHEVRON CORPORATIONCVX |
| 0.59% | 0.8% | $1.5M | 9,110 | $1.9M | 9,019 | +91+1.01% | Add |
| SSTATE STREETSPIB |
| 0.56% | 0.62% | $1.4M | 42,778 | $1.4M | 43,085 | -307-0.71% | Reduce |
DISNEY WALT CODIS |
| 0.54% | 0.62% | $1.4M | 14,393 | $1.4M | 14,904 | -511-3.43% | Reduce |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.53% | 0.52% | $1.4M | 11,999 | $1.2M | 11,999 | 00.00% | Unchanged |
| IISHARES TRDVY |
| 0.5% | 0.54% | $1.3M | 8,281 | $1.3M | 8,281 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHF |
| 0.5% | 0.49% | $1.3M | 46,370 | $1.1M | 46,370 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVONV |
| 0.49% | 0.48% | $1.3M | 11,891 | $1.1M | 11,852 | +39+0.33% | Add |
COCA COLA COKO |
| 0.49% | 0.6% | $1.3M | 15,487 | $1.4M | 18,403 | -2,916-15.85% | Reduce |