 TJX COS INC NEWTJX |
| 71.04% | 78.02% | $418.0M | 2.8M | $443.8M | 2.8M | -19,745-0.71% | Reduce |
| IISHARES TRIVV |
| 9.9% | 8.73% | $58.2M | 77,752 | $49.7M | 76,033 | +1,719+2.26% | Add |
| BBAILLIE GIFFORD ETF TRBGCG |
| 1.71% | — | $10.1M | 384,300 | $0 | 0 | +384,300 | New Buy |
 APPLE INCAAPL |
| 1.67% | 1.47% | $9.8M | 33,952 | $8.3M | 32,838 | +1,114+3.39% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.42% | 1.19% | $8.3M | 41,643 | $6.8M | 38,765 | +2,878+7.42% | Add |
| IISHARES COREIJR |
| 1.35% | 1.16% | $8.0M | 53,684 | $6.6M | 52,916 | +768+1.45% | Add |
| IISHARES TREFV |
| 1.11% | 0.91% | $6.5M | 85,132 | $5.2M | 69,861 | +15,271+21.86% | Add |
 MICROSOFT CORPMSFT |
| 0.79% | 0.68% | $4.7M | 12,521 | $3.9M | 10,516 | +2,005+19.07% | Add |
 AMAZON COM INCAMZN |
| 0.78% | 0.65% | $4.6M | 19,338 | $3.7M | 17,649 | +1,689+9.57% | Add |
 ALPHABET INCGOOGL |
| 0.57% | 0.46% | $3.4M | 9,432 | $2.6M | 9,195 | +237+2.58% | Add |
| AARK ETF TRARKK |
| 0.37% | 0.32% | $2.2M | 26,913 | $1.8M | 26,780 | +133+0.50% | Add |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.29% | $2.0M | 5,793 | $1.6M | 5,667 | +126+2.22% | Add |
 JPMORGAN CHASE & COJPM |
| 0.34% | 0.27% | $2.0M | 6,080 | $1.6M | 5,305 | +775+14.61% | Add |
 EXXON MOBIL CORPXOM |
| 0.34% | 0.42% | $2.0M | 14,430 | $2.4M | 14,212 | +218+1.53% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.31% | 0.09% | $1.8M | 1,593 | $486,827 | 1,441 | +152+10.55% | Add |
 BROADCOM INCAVGO |
| 0.28% | 0.2% | $1.6M | 4,294 | $1.2M | 3,718 | +576+15.49% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.24% | 0.23% | $1.4M | 2,842 | $1.3M | 2,691 | +151+5.61% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.23% | 0.21% | $1.4M | 3,700 | $1.2M | 3,753 | -53-1.41% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.2% | 0.17% | $1.2M | 4,712 | $953,316 | 3,900 | +812+20.82% | Add |
| WWISDOMTREE TRDGRW |
| 0.19% | 0.15% | $1.1M | 11,403 | $833,660 | 9,491 | +1,912+20.15% | Add |
 TESLA INCTSLA |
| 0.18% | 0.16% | $1.1M | 2,579 | $920,825 | 2,477 | +102+4.12% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.18% | 0.14% | $1.1M | 4,544 | $810,561 | 3,769 | +775+20.56% | Add |
 VISA INCV |
| 0.18% | 0.16% | $1.0M | 3,005 | $892,515 | 2,953 | +52+1.76% | Add |
 ELI LILLY & COLLY |
| 0.17% | 0.13% | $1.0M | 851 | $719,260 | 782 | +69+8.82% | Add |
 META PLATFORMS INCMETA |
| 0.15% | 0.22% | $901,827 | 1,601 | $1.2M | 2,166 | -565-26.08% | Reduce |
 HOME DEPOT INCHD |
| 0.15% | 0.16% | $871,120 | 2,470 | $902,475 | 2,744 | -274-9.99% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.15% | 0.05% | $869,621 | 1,497 | $277,885 | 1,366 | +131+9.59% | Add |
 CATERPILLAR INCCAT |
| 0.14% | 0.1% | $806,130 | 757 | $551,182 | 778 | -21-2.70% | Reduce |
 3M CO COMMMM |
| 0.13% | 0.12% | $757,739 | 4,680 | $666,460 | 4,589 | +91+1.98% | Add |
 APPLIED MATLS INCAMAT |
| 0.12% | 0.06% | $686,127 | 949 | $316,839 | 927 | +22+2.37% | Add |
| IISHARES TRIVW |
| 0.11% | 0.09% | $634,426 | 4,613 | $521,776 | 4,613 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.1% | — | $617,445 | 4,422 | $0 | 0 | +4,422 | New Buy |
| IISHARES RUSSELLIWF |
| 0.1% | 0.09% | $616,380 | 4,964 | $515,091 | 1,208 | +3,756+310.93% | Add |
 LAM RESEARCH CORPLRCX |
| 0.1% | 0.05% | $581,962 | 1,343 | $262,374 | 1,228 | +115+9.36% | Add |
| BBANK OF AMER CORPBAC |
| 0.09% | 0.08% | $557,778 | 9,789 | $480,188 | 9,850 | -61-0.62% | Reduce |
 GE VERNOVA INCGEV |
| 0.09% | 0.05% | $552,184 | 470 | $292,422 | 335 | +135+40.30% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.09% | 0.08% | $544,422 | 1,936 | $435,090 | 1,795 | +141+7.86% | Add |
 CISCO SYS INCCSCO |
| 0.09% | 0.06% | $541,491 | 4,610 | $328,982 | 4,240 | +370+8.73% | Add |
 CHEVRON CORPORATIONCVX |
| 0.09% | 0.08% | $508,220 | 3,066 | $452,490 | 2,187 | +879+40.19% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.09% | 0.1% | $501,787 | 977 | $545,629 | 1,092 | -115-10.53% | Reduce |
 WALMART INCWMT |
| 0.08% | 0.1% | $494,833 | 4,369 | $553,294 | 4,452 | -83-1.86% | Reduce |
 MERCK & CO INCMRK |
| 0.08% | 0.08% | $492,799 | 3,835 | $456,140 | 3,792 | +43+1.13% | Add |
 ORACLE CORPORCL |
| 0.08% | 0.08% | $487,281 | 3,325 | $456,043 | 3,100 | +225+7.26% | Add |
| IISHARES TRIEFA |
| 0.08% | 0.08% | $477,896 | 4,948 | $472,815 | 5,223 | -275-5.27% | Reduce |
 COCA COLA COKO |
| 0.08% | 0.08% | $469,334 | 5,775 | $431,432 | 5,673 | +102+1.80% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.08% | 0.09% | $469,218 | 5,346 | $509,818 | 5,489 | -143-2.61% | Reduce |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 0.08% | 0.07% | $465,025 | 6,352 | $370,355 | 5,299 | +1,053+19.87% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.08% | 0.09% | $443,413 | 474 | $509,176 | 511 | -37-7.24% | Reduce |
 GE AEROSPACEGE |
| 0.07% | 0.04% | $437,638 | 1,171 | $236,948 | 835 | +336+40.24% | Add |
 TEXAS INSTRS INCTXN |
| 0.07% | — | $431,904 | 1,449 | $0 | 0 | +1,449 | New Buy |
