APPLE INC AAPL
5.37% 5.45% $544.8M 1.9M $479.7M 1.9M -7,073 -0.37% Reduce P PUTNAM ETF TRUST PVAL
4.32% 4.07% $438.7M 8.6M $358.4M 7.7M +886,178 +11.47% Add V VANGUARD INDEX FDS VUG
3.55% 3.26% $360.1M 4.2M $286.6M 656,256 +3.5M +537.01% Add MICROSOFT CORP MSFT
3.32% 3.83% $336.4M 901,874 $337.4M 911,352 -9,478 -1.04% Reduce NVIDIA CORPORATION NVDA
3.23% 3.26% $327.3M 1.6M $286.8M 1.6M -8,917 -0.54% Reduce I ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC
3.13% 2.29% $317.7M 3.1M $201.6M 2.6M +541,793 +21.14% Add ALPHABET INC GOOGL
2.33% 2.14% $236.1M 660,759 $188.0M 653,826 +6,933 +1.06% Add AMAZON COM INC AMZN
2.09% 2.25% $212.2M 890,254 $198.0M 950,831 -60,577 -6.37% Reduce I ISHARES MSCI EAFE ETF EFA
2.09% 2.22% $211.9M 2.0M $195.5M 2.0M +26,808 +1.33% Add BROADCOM INC AVGO
2.04% 1.88% $207.1M 548,367 $165.5M 534,726 +13,641 +2.55% Add CORNING INC GLW
1.94% 1.19% $196.7M 770,075 $105.0M 772,482 -2,407 -0.31% Reduce V VANGUARD INDEX FDS VB
1.8% 1.76% $182.2M 600,979 $154.6M 590,093 +10,886 +1.84% Add A Alphabet Inc Class C GOOG
1.74% 1.63% $176.8M 500,364 $143.9M 501,631 -1,267 -0.25% Reduce I ISHARES RUSSELL MID-CAP GROWTH ETF IWP
1.71% 1.85% $173.9M 1.2M $163.2M 1.3M -85,784 -6.73% Reduce I ISHARES RUSSELL IWF
1.58% 1.59% $160.0M 1.3M $139.6M 327,378 +961,436 +293.68% Add S STATE STR SPDR S&P 500 ETF T SPY
1.39% 1.33% $140.9M 188,706 $117.5M 180,721 +7,985 +4.42% Add V VANGUARD MID VO
1.32% 1.44% $133.6M 1.7M $126.9M 441,989 +1.2M +275.11% Add ELI LILLY & CO LLY
1.2% 1.08% $121.3M 101,158 $95.5M 103,850 -2,692 -2.59% Reduce N NYLI Winslow Large Cap Growth ETF IWLG
1.18% 1.17% $119.4M 2.1M $102.6M 2.2M -40,887 -1.90% Reduce VISA INC V
1.16% 1.2% $118.0M 344,057 $105.4M 348,688 -4,631 -1.33% Reduce META PLATFORMS INC META
1.14% 1.35% $115.6M 205,270 $118.7M 207,473 -2,203 -1.06% Reduce I ISHARES TR IJJ
1.12% 1.24% $113.5M 768,428 $109.4M 825,346 -56,918 -6.90% Reduce JPMORGAN CHASE & CO JPM
1.11% 1.14% $112.4M 343,499 $100.4M 341,392 +2,107 +0.62% Add I ISHARES TR IWD
1.06% 1.06% $107.3M 442,652 $93.0M 435,078 +7,574 +1.74% Add KLA CORP KLAC
1% 0.53% $101.8M 337,368 $46.6M 31,665 +305,703 +965.43% Add ABBVIE INC ABBV
0.85% 0.89% $86.0M 341,851 $77.9M 358,328 -16,477 -4.60% Reduce CISCO SYS INC CSCO
0.82% 0.6% $83.4M 709,810 $53.2M 685,027 +24,783 +3.62% Add COSTCO WHOLESALE CORPORATION COST
0.81% 1% $81.7M 87,315 $88.1M 88,448 -1,133 -1.28% Reduce MASTERCARD INCORPORATED MA
0.79% 0.9% $79.8M 155,399 $79.2M 158,543 -3,144 -1.98% Reduce JOHNSON & JOHNSON JNJ
0.77% 0.86% $78.3M 308,337 $75.6M 309,152 -815 -0.26% Reduce EXXON MOBIL CORP XOM
0.7% 0.97% $70.7M 516,857 $85.3M 502,743 +14,114 +2.81% Add CHEVRON CORPORATION CVX
0.68% 0.97% $68.6M 413,845 $85.3M 412,417 +1,428 +0.35% Add EATON CORP PLC ETN
0.66% 0.63% $66.7M 156,463 $55.9M 156,172 +291 +0.19% Add V VANGUARD INTL EQUITY INDEX F VEU
0.62% 0.62% $62.6M 747,233 $54.2M 721,960 +25,273 +3.50% Add HOME DEPOT INC HD
0.61% 0.67% $62.2M 176,342 $59.1M 179,659 -3,317 -1.85% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.61% 0.71% $61.9M 123,714 $62.1M 129,546 -5,832 -4.50% Reduce C CAPITAL GROUP DIVIDEND VALUE CGDV
0.59% 0.07% $60.2M 1.2M $6.3M 147,064 +1.1M +730.99% Add I ISHARES TR AGG
0.57% 0.63% $58.3M 588,927 $55.5M 558,851 +30,076 +5.38% Add WALMART INC WMT
0.57% 0.73% $57.9M 511,092 $64.5M 519,026 -7,934 -1.53% Reduce B BANK OF AMER CORP BAC
0.56% 0.57% $57.3M 1.0M $50.0M 1.0M -21,511 -2.10% Reduce ADVANCED MICRO DEVICES INC AMD
0.54% 0.21% $54.4M 93,696 $18.3M 89,741 +3,955 +4.41% Add TEXAS INSTRS INC TXN
0.51% 0.32% $51.6M 172,984 $28.4M 146,154 +26,830 +18.36% Add V VANGUARD FSTE VWO
0.49% 0.45% $49.7M 833,272 $39.2M 725,988 +107,284 +14.78% Add COCA COLA CO KO
0.49% 0.53% $49.3M 607,084 $46.4M 610,111 -3,027 -0.50% Reduce LAM RESEARCH CORP LRCX
0.48% 0.29% $49.0M 113,089 $25.3M 118,475 -5,386 -4.55% Reduce PHILIP MORRIS INTL INC PM
0.48% 0.51% $48.7M 269,279 $44.7M 270,204 -925 -0.34% Reduce CUMMINS INC CMI
0.46% 0.41% $46.9M 65,761 $35.7M 66,401 -640 -0.96% Reduce AMERICAN EXPRESS CO AXP
0.46% 0.47% $46.4M 137,049 $41.1M 136,039 +1,010 +0.74% Add UNITEDHEALTH GROUP INC UNH
0.45% 0.25% $46.1M 110,963 $22.3M 82,527 +28,436 +34.46% Add S SCHWAB STRATEGIC TR SCHD
0.44% 0.55% $45.1M 1.4M $48.7M 1.6M -165,748 -10.44% Reduce 
