VANECK AGRIBUSINESS ETF MOO
6.31% 5.88% $7.6M 88,338 $7.7M 73,751 +14,587 +19.78% Add S SCHWAB U.S. BROAD MARKET ETF SCHB
5.13% 5.61% $6.2M 140,679 $7.4M 137,753 +2,926 +2.12% Add I ISHARES GOLD TR IAU
4.79% 4.05% $5.8M 169,212 $5.3M 144,227 +24,985 +17.32% Add ELI LILLY & CO LLY
3.81% 3.07% $4.6M 14,214 $4.0M 14,059 +155 +1.10% Add G GENERAL DYNAMICS CORP GD
3.27% 3.64% $4.0M 20,994 $4.8M 20,989 +5 +0.02% Add S SPDR GOLD TR GLD
3.24% 3.23% $3.9M 23,309 $4.2M 23,479 -170 -0.72% Reduce UNITEDHEALTH GROUP INC UNH
3.23% 2.97% $3.9M 7,609 $3.9M 7,650 -41 -0.54% Reduce APPLE INC AAPL
2.82% 3.19% $3.4M 24,975 $4.2M 23,952 +1,023 +4.27% Add WASTE MGMT INC DEL WM
2.8% 2.61% $3.4M 22,156 $3.4M 21,617 +539 +2.49% Add MICROSOFT CORP MSFT
2.58% 2.87% $3.1M 12,180 $3.8M 12,220 -40 -0.33% Reduce COSTCO WHOLESALE CORPORATION COST
2.58% 2.84% $3.1M 6,516 $3.7M 6,479 +37 +0.57% Add AMERICAN TOWER CORP COM AMT
2.57% 2.2% $3.1M 12,199 $2.9M 11,511 +688 +5.98% Add CHEVRON CORPORATION CVX
2.53% 2.59% $3.1M 21,194 $3.4M 20,830 +364 +1.75% Add BLACKSTONE INC BX
2.52% 3.07% $3.1M 33,466 $4.0M 31,752 +1,714 +5.40% Add S SELECT SECTOR SPDR TR XLU
2.47% 2.14% $3.0M 42,673 $2.8M 37,663 +5,010 +13.30% Add MERCK & CO INC MRK
2.45% 1.85% $3.0M 32,506 $2.4M 29,528 +2,978 +10.09% Add JOHNSON & JOHNSON JNJ
2.4% 2.07% $2.9M 16,396 $2.7M 15,353 +1,043 +6.79% Add HOME DEPOT INC HD
2.36% 2.24% $2.9M 10,410 $2.9M 9,798 +612 +6.25% Add ARCHER DANIELS MIDLAND CO COM ADM
2.34% 2.3% $2.8M 36,453 $3.0M 33,508 +2,945 +8.79% Add S SCHWAB US SCHA
2.29% 2.62% $2.8M 71,096 $3.4M 72,726 -1,630 -2.24% Reduce VISA INC V
2.23% 2.07% $2.7M 13,724 $2.7M 12,251 +1,473 +12.02% Add VERIZON COMMUNICATIONS INC VZ
2.15% 1.6% $2.6M 51,219 $2.1M 41,243 +9,976 +24.19% Add JPMORGAN CHASE & CO JPM
2.08% 1.87% $2.5M 22,415 $2.5M 18,012 +4,403 +24.44% Add STRYKER CORPORATION SYK
2.04% 2.56% $2.5M 12,401 $3.4M 12,549 -148 -1.18% Reduce INTUITIVE SURGICAL INC ISRG
1.98% 2.38% $2.4M 11,977 $3.1M 10,345 +1,632 +15.78% Add CATERPILLAR INC CAT
1.95% 1.97% $2.4M 13,230 $2.6M 11,581 +1,649 +14.24% Add US BANCORP USB
1.95% 1.92% $2.4M 51,230 $2.5M 47,305 +3,925 +8.30% Add NIKE INC NKE
1.93% 2.16% $2.3M 22,930 $2.8M 21,100 +1,830 +8.67% Add CANADIAN NATL RY CO CNI
1.9% 1.96% $2.3M 20,431 $2.6M 19,196 +1,235 +6.43% Add METLIFE INC COM MET
1.82% 1.2% $2.2M 35,041 $1.6M 22,445 +12,596 +56.12% Add AMAZON COM INC AMZN
1.73% 2.27% $2.1M 19,780 $3.0M 915 +18,865 +2,061.75% Add S SCHWAB STRATEGIC TR SCHM
1.72% 1.17% $2.1M 33,139 $1.5M 20,317 +12,822 +63.11% Add A Alphabet Inc Class C GOOG
1.65% 1.95% $2.0M 913 $2.6M 918 -5 -0.54% Reduce S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
1.43% 1.41% $1.7M 36,214 $1.8M 36,544 -330 -0.90% Reduce CARRIER GLOBAL CARR
1.36% 1.25% $1.6M 46,215 $1.6M 35,811 +10,404 +29.05% Add S&P GLOBAL INC SPGI
1.34% 1.5% $1.6M 4,800 $2.0M 4,800 0 0.00% Unchanged ALPHABET INC GOOGL
0.9% 1.06% $1.1M 500 $1.4M 502 -2 -0.40% Reduce S SCHWAB STRATEGIC TR SCHF
0.87% — $1.0M 33,356 $0 0 +33,356 New Buy NVIDIA CORPORATION NVDA
0.79% 1.2% $952,000 6,280 $1.6M 5,777 +503 +8.71% Add PROCTER & GAMBLE CO PG
0.71% 0.69% $855,000 5,949 $909,000 5,949 0 0.00% Unchanged T TRI CONTL CORP TY
0.49% 0.53% $592,000 22,637 $695,000 22,539 +98 +0.43% Add OLD DOMINION FREIGHT LINE IN ODFL
0.37% 0.4% $446,000 1,739 $519,000 1,737 +2 +0.12% Add 3M CO COM MMM
0.36% 0.38% $435,000 3,365 $501,000 3,365 0 0.00% Unchanged WESTERN ASST INFLTN LKD INM WIA
0.34% 0.19% $409,000 41,825 $247,000 21,114 +20,711 +98.09% Add EXXON MOBIL CORP XOM
0.33% 0.16% $394,000 4,598 $206,000 2,500 +2,098 +83.92% Add RTX CORPORATION RTX
0.3% 0.16% $364,000 3,791 $210,000 2,124 +1,667 +78.48% Add E ETFS GOLD TR SGOL
0.27% 0.27% $326,000 18,840 $350,000 18,840 0 0.00% Unchanged I INVESCO EXCH TRADED FD TR II CGW
0.27% 0.29% $324,000 7,345 $385,000 7,345 0 0.00% Unchanged ALLIANT ENERGY CORP COM LNT
0.25% 0.25% $305,000 5,200 $325,000 5,200 0 0.00% Unchanged S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
0.24% 0.3% $285,000 4,909 $400,000 5,340 -431 -8.07% Reduce 
