S SPDR SERIES TRUST SHE
5.44% 5.59% $14.0M 109,662 $11.9M 93,214 +16,448 +17.65% Add NVIDIA CORPORATION NVDA
3.68% 3.86% $9.5M 54,415 $8.2M 43,992 +10,423 +23.69% Add S STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF SPTS
3.31% 4.24% $8.5M 292,062 $9.0M 307,054 -14,992 -4.88% Reduce APPLE INC AAPL
3.23% 3.46% $8.3M 32,778 $7.3M 28,856 +3,922 +13.59% Add V VANGUARD SCOTTSDALE FDS VGIT
2.53% 3.14% $6.5M 109,307 $6.7M 111,216 -1,909 -1.72% Reduce MICROSOFT CORP MSFT
2.36% 3.18% $6.1M 16,435 $6.8M 13,041 +3,394 +26.03% Add A AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF TAXF
2.29% 0.46% $5.9M 117,918 $974,082 19,392 +98,526 +508.08% Add ALPHABET INC GOOGL
1.93% 2.05% $5.0M 17,343 $4.4M 17,944 -601 -3.35% Reduce V Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf VTES
1.84% 0.12% $4.7M 46,945 $244,824 2,402 +44,543 +1,854.41% Add V VANGUARD MUN BD FDS VTEB
1.76% 0.22% $4.5M 90,921 $459,446 9,176 +81,745 +890.86% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
1.75% 1.51% $4.5M 13,384 $3.2M 11,475 +1,909 +16.64% Add I ISHARES TR DSI
1.6% 2.53% $4.1M 33,981 $5.4M 42,625 -8,644 -20.28% Reduce A Alphabet Inc Class C GOOG
1.51% 1.45% $3.9M 13,549 $3.1M 12,621 +928 +7.35% Add T TIDAL TRUST I JSTC
1.38% 2.04% $3.6M 182,844 $4.3M 213,200 -30,356 -14.24% Reduce CISCO SYS INC CSCO
1.12% 0.98% $2.9M 37,241 $2.1M 30,543 +6,698 +21.93% Add AMAZON COM INC AMZN
1.09% 1.34% $2.8M 13,459 $2.8M 12,970 +489 +3.77% Add MASTERCARD INCORPORATED MA
1.07% 1.32% $2.8M 5,538 $2.8M 4,946 +592 +11.97% Add BROADCOM INC AVGO
1.02% 0.94% $2.6M 8,520 $2.0M 6,054 +2,466 +40.73% Add VISA INC V
0.92% 0.97% $2.4M 7,836 $2.1M 6,028 +1,808 +29.99% Add APPLIED MATLS INC AMAT
0.92% 0.71% $2.4M 6,911 $1.5M 7,357 -446 -6.06% Reduce PROCTER & GAMBLE CO PG
0.89% 0.94% $2.3M 15,911 $2.0M 12,962 +2,949 +22.75% Add ASML HLDG NV ASML
0.8% 0.62% $2.1M 1,562 $1.3M 1,356 +206 +15.19% Add NETFLIX INC NFLX
0.78% 0.82% $2.0M 20,865 $1.7M 1,455 +19,410 +1,334.02% Add AMERICAN EXPRESS CO AXP
0.75% 0.75% $1.9M 6,358 $1.6M 4,792 +1,566 +32.68% Add NOVARTIS AG NVS
0.75% 0.66% $1.9M 12,575 $1.4M 10,962 +1,613 +14.71% Add JOHNSON & JOHNSON JNJ
0.71% 0.65% $1.8M 7,524 $1.4M 7,401 +123 +1.66% Add ELI LILLY & CO LLY
0.66% 0.6% $1.7M 1,848 $1.3M 1,673 +175 +10.46% Add CHUNGHWA TELECOM CO LTD CHT
0.65% 0.7% $1.7M 39,508 $1.5M 33,932 +5,576 +16.43% Add P PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND EMNT
0.62% 0.78% $1.6M 16,263 $1.6M 16,683 -420 -2.52% Reduce SAP SE SPON ADR SAP
0.62% 0.92% $1.6M 9,383 $1.9M 7,291 +2,092 +28.69% Add ASTRAZENECA PLC AZN
0.57% 0.46% $1.5M 7,477 $973,197 12,685 -5,208 -41.06% Reduce META PLATFORMS INC META
0.55% 0.76% $1.4M 2,456 $1.6M 2,210 +246 +11.13% Add ADVANCED MICRO DEVICES INC AMD
0.52% 0.41% $1.3M 6,630 $870,945 5,383 +1,247 +23.17% Add P PROSHARES TR TBX
0.51% 0.65% $1.3M 47,019 $1.4M 49,284 -2,265 -4.60% Reduce LAM RESEARCH CORP LRCX
0.51% 0.38% $1.3M 6,111 $815,049 6,087 +24 +0.39% Add MERCK & CO INC MRK
0.5% 0.32% $1.3M 10,609 $683,937 8,149 +2,460 +30.19% Add S STANCE SUSTAINABLE BETA ETF CHGX
0.47% 0.59% $1.2M 45,517 $1.2M 45,592 -75 -0.16% Reduce ABBVIE INC ABBV
0.47% 0.58% $1.2M 5,527 $1.2M 5,307 +220 +4.15% Add COCA COLA CO KO
0.46% 0.37% $1.2M 15,436 $791,201 11,930 +3,506 +29.39% Add STRYKER CORPORATION SYK
0.45% 0.56% $1.2M 3,514 $1.2M 3,223 +291 +9.03% Add COSTCO WHOLESALE CORPORATION COST
0.45% 0.46% $1.2M 1,155 $987,841 1,067 +88 +8.25% Add ANALOG DEVICES INC COM ADI
0.44% 0.29% $1.1M 3,591 $606,411 2,468 +1,123 +45.50% Add U UNILEVER PLC SPON ADR NEW UL
0.44% — $1.1M 19,862 $0 0 +19,862 New Buy WABTEC WAB
0.43% 0.32% $1.1M 4,405 $688,650 3,435 +970 +28.24% Add MICRON TECHNOLOGY INC MU
0.42% 0.28% $1.1M 3,194 $588,837 3,519 -325 -9.24% Reduce DANAHER CORP DEL COM DHR
0.41% 0.44% $1.1M 5,582 $925,660 4,669 +913 +19.55% Add EQUINIX INC EQIX
0.41% 0.34% $1.0M 1,067 $727,200 928 +139 +14.98% Add T TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS TAK
0.4% 0.29% $1.0M 56,101 $612,710 41,852 +14,249 +34.05% Add TOYOTA MOTOR CORP ADS TM
0.4% 0.37% $1.0M 4,949 $779,387 4,079 +870 +21.33% Add A ASE TECHNOLOGY HLDG CO LTD ASX
0.39% 0.21% $1.0M 46,554 $451,209 40,686 +5,868 +14.42% Add 
