A Alphabet Inc Class C GOOG
5.76% 5.11% $147.9M 418,449 $122.3M 426,203 -7,754 -1.82% Reduce NVIDIA CORPORATION NVDA
3.62% 3.45% $93.0M 464,689 $82.5M 473,172 -8,483 -1.79% Reduce APPLE INC AAPL
3.2% 3.02% $82.3M 284,343 $72.2M 284,387 -44 -0.02% Reduce AMAZON COM INC AMZN
3.16% 2.96% $81.0M 340,030 $70.7M 339,672 +358 +0.11% Add MICROSOFT CORP MSFT
3.15% 3.68% $81.0M 217,171 $88.1M 238,086 -20,915 -8.78% Reduce BROADCOM INC AVGO
3.13% 2.83% $80.4M 212,959 $67.6M 218,422 -5,463 -2.50% Reduce PALO ALTO PANW
2.42% 1.29% $62.1M 182,105 $30.9M 192,539 -10,434 -5.42% Reduce COSTCO WHOLESALE CORPORATION COST
2.41% 2.8% $61.8M 66,032 $67.0M 67,245 -1,213 -1.80% Reduce JPMORGAN CHASE & CO JPM
2.18% 2.15% $56.0M 171,069 $51.5M 175,119 -4,050 -2.31% Reduce I ISHARES CORE IJR
2.15% 1.92% $55.1M 371,712 $46.0M 370,115 +1,597 +0.43% Add JOHNSON & JOHNSON JNJ
2.07% 2.15% $53.3M 209,735 $51.5M 210,712 -977 -0.46% Reduce I ISHARES TR IXUS
2.01% 1.89% $51.6M 540,179 $45.2M 521,388 +18,791 +3.60% Add I ISHARES CORE IJH
1.81% 1.7% $46.4M 602,154 $40.8M 603,874 -1,720 -0.28% Reduce S STATE STR SPDR S&P 500 ETF T SPY
1.79% 1.7% $45.9M 61,466 $40.6M 62,460 -994 -1.59% Reduce STRYKER CORPORATION SYK
1.7% 1.91% $43.7M 138,749 $45.7M 139,194 -445 -0.32% Reduce VISA INC V
1.64% 1.55% $42.0M 122,542 $37.0M 122,555 -13 -0.01% Reduce ALPHABET INC GOOGL
1.4% 1.25% $36.0M 100,825 $29.8M 103,603 -2,778 -2.68% Reduce AMPHENOL CORP APH
1.39% 1.09% $35.6M 202,062 $26.1M 206,274 -4,212 -2.04% Reduce CHUBB LIMITED CB
1.38% 1.4% $35.3M 103,675 $33.4M 102,571 +1,104 +1.08% Add S SPDR GOLD TR GLD
1.34% 1.72% $34.5M 93,673 $41.2M 95,827 -2,154 -2.25% Reduce AMERICAN EXPRESS CO AXP
1.08% 1.05% $27.7M 81,938 $25.2M 83,211 -1,273 -1.53% Reduce MASTERCARD INCORPORATED MA
1.01% 1.05% $25.9M 50,518 $25.2M 50,426 +92 +0.18% Add ABBOTT LABORATORIES ABT
0.99% 1.04% $25.4M 279,684 $24.9M 242,629 +37,055 +15.27% Add V VANGUARD FTSE VEA
0.98% 0.91% $25.3M 355,041 $21.7M 339,275 +15,766 +4.65% Add I ISHARES TR IVV
0.97% 0.83% $25.0M 33,396 $19.8M 30,387 +3,009 +9.90% Add ELI LILLY & CO LLY
0.95% 0.79% $24.4M 20,347 $18.8M 20,424 -77 -0.38% Reduce RTX CORPORATION RTX
0.92% 0.98% $23.6M 124,452 $23.4M 121,195 +3,257 +2.69% Add V VANGUARD INTL EQUITY INDEX F VEU
0.86% 0.82% $22.1M 263,320 $19.6M 261,536 +1,784 +0.68% Add PEPSICO INC PEP
0.85% 1.08% $21.9M 162,052 $25.9M 166,969 -4,917 -2.94% Reduce CAPITAL ONE FINL CORP COF
0.85% 0.78% $21.8M 108,726 $18.6M 101,885 +6,841 +6.71% Add COCA COLA CO KO
0.85% 0.87% $21.8M 267,641 $20.8M 273,612 -5,971 -2.18% Reduce ORACLE CORP ORCL
0.84% 0.91% $21.6M 147,204 $21.9M 148,772 -1,568 -1.05% Reduce HOME DEPOT INC HD
0.84% 0.89% $21.5M 60,835 $21.4M 64,917 -4,082 -6.29% Reduce C CITIGROUP INC C
0.83% 0.71% $21.3M 152,055 $16.9M 148,935 +3,120 +2.09% Add T THERMO FISHER SCIENTIFIC INC TMO
0.83% 0.86% $21.2M 42,333 $20.6M 41,863 +470 +1.12% Add AUTOZONE INC AZO
0.82% 0.92% $21.0M 6,569 $21.9M 6,491 +78 +1.20% Add META PLATFORMS INC META
0.82% 0.89% $21.0M 37,262 $21.4M 37,386 -124 -0.33% Reduce WASTE MGMT INC DEL WM
0.8% 0.88% $20.6M 92,482 $21.1M 91,900 +582 +0.63% Add ILLINOIS TOOL ITW
0.78% 0.85% $20.1M 74,412 $20.3M 77,905 -3,493 -4.48% Reduce UBER TECHNOLOGIES INC UBER
0.76% 0.68% $19.6M 271,677 $16.3M 226,587 +45,090 +19.90% Add EQT CORP EQT
0.71% 0.92% $18.3M 343,445 $21.9M 344,274 -829 -0.24% Reduce WELLS FARGO CO NEW WFC
0.71% 0.74% $18.1M 219,282 $17.6M 221,240 -1,958 -0.89% Reduce EXXON MOBIL CORP XOM
0.69% 0.95% $17.7M 129,699 $22.8M 134,642 -4,943 -3.67% Reduce J J P MORGAN EXCHANGE TRADED F JMUB
0.62% 0.59% $15.8M 312,202 $14.0M 280,702 +31,500 +11.22% Add ASTRAZENECA PLC AZN
0.6% 0.65% $15.4M 81,276 $15.5M 78,802 +2,474 +3.14% Add I ISHARES TR MUB
0.58% 0.62% $15.0M 138,943 $14.8M 139,393 -450 -0.32% Reduce J J P MORGAN EXCHANGE TRADED F JMST
0.57% 0.49% $14.6M 285,335 $11.7M 229,810 +55,525 +24.16% Add I ISHARES MSCI EAFE ETF EFA
0.55% 0.55% $14.1M 135,426 $13.2M 135,426 0 0.00% Unchanged DISNEY WALT CO DIS
0.54% 0.6% $13.9M 144,873 $14.3M 148,683 -3,810 -2.56% Reduce S SELECT SECTOR SPDR TR XLF
0.53% 0.52% $13.6M 253,912 $12.5M 253,435 +477 +0.19% Add 
