APPLE INC AAPL
11.29% 9.98% $41.6M 134,565 $34.0M 133,979 +586 +0.44% Add O OREILLY AUTOMOTIVE INC COM ORLY
10.22% 11.38% $37.6M 420,865 $38.8M 420,010 +855 +0.20% Add MICROSOFT CORP MSFT
8.76% 7.48% $32.2M 69,343 $25.5M 68,849 +494 +0.72% Add I ISHARES TR IDEV
4.92% 4.59% $18.1M 199,952 $15.6M 187,032 +12,920 +6.91% Add S SCHWAB US SCHA
4.03% 3.84% $14.8M 442,107 $13.1M 449,823 -7,716 -1.72% Reduce S SCHWAB STRATEGIC TR SCHM
3.36% 3.31% $12.4M 356,528 $11.3M 364,797 -8,269 -2.27% Reduce I ISHARES INC IEMG
2.91% 2.97% $10.7M 137,767 $10.1M 145,164 -7,397 -5.10% Reduce PALO ALTO PANW
2.16% 1.15% $8.0M 23,973 $3.9M 24,486 -513 -2.10% Reduce JPMORGAN CHASE & CO JPM
1.91% 1.69% $7.0M 20,032 $5.8M 19,598 +434 +2.21% Add AMAZON COM INC AMZN
1.79% 1.45% $6.6M 24,203 $4.9M 23,755 +448 +1.89% Add S SPDR SERIES TRUST SJNK
1.73% 1.83% $6.4M 256,793 $6.2M 249,167 +7,626 +3.06% Add NVIDIA CORPORATION NVDA
1.66% 1.56% $6.1M 30,409 $5.3M 30,460 -51 -0.17% Reduce ALPHABET INC GOOGL
1.64% 1.47% $6.0M 16,908 $5.0M 17,470 -562 -3.22% Reduce S SCHWAB US SCHX
1.29% 1.21% $4.8M 161,393 $4.1M 160,371 +1,022 +0.64% Add CHEVRON CORPORATION CVX
1.24% 1.35% $4.6M 23,211 $4.6M 22,183 +1,028 +4.63% Add F FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND GUNR
1.12% 1.11% $4.1M 78,719 $3.8M 68,776 +9,943 +14.46% Add F FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND NFRA
0.92% 0.98% $3.4M 52,230 $3.4M 52,418 -188 -0.36% Reduce I ISHARES CORE IJH
0.92% 0.88% $3.4M 44,855 $3.0M 44,655 +200 +0.45% Add UNITEDHEALTH GROUP INC UNH
0.91% 0.66% $3.4M 8,100 $2.2M 8,296 -196 -2.36% Reduce CISCO SYS INC CSCO
0.9% 0.71% $3.3M 28,690 $2.4M 31,240 -2,550 -8.16% Reduce BOEING CO BA
0.9% 0.88% $3.3M 15,358 $3.0M 14,998 +360 +2.40% Add A ARK ETF TR ARKK
0.88% 0.87% $3.2M 45,585 $3.0M 43,780 +1,805 +4.12% Add CVS HEALTH CORP CVS
0.87% 0.67% $3.2M 30,656 $2.3M 31,723 -1,067 -3.36% Reduce F FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND GQRE
0.86% 0.85% $3.2M 48,154 $2.9M 48,518 -364 -0.75% Reduce Q QNITY ELECTRONICS INC COMMON STOCK Q
0.85% 0.85% $3.1M 23,845 $2.9M 25,077 -1,232 -4.91% Reduce V VANGUARD MID VO
0.84% 0.81% $3.1M 38,340 $2.8M 9,620 +28,720 +298.54% Add CATERPILLAR INC CAT
0.79% 0.75% $2.9M 3,579 $2.5M 3,594 -15 -0.42% Reduce S SPDR SERIES TRUST HYMB
0.77% 0.52% $2.8M 114,330 $1.8M 71,400 +42,930 +60.13% Add I ISHARES CORE IJR
0.75% 0.69% $2.8M 18,968 $2.3M 18,868 +100 +0.53% Add N NEXTERA ENERGY INC NEE
0.74% 0.8% $2.7M 31,255 $2.7M 29,175 +2,080 +7.13% Add PROCTER & GAMBLE CO PG
0.69% 0.71% $2.5M 17,645 $2.4M 16,735 +910 +5.44% Add META PLATFORMS INC META
0.69% 0.74% $2.5M 4,564 $2.5M 4,397 +167 +3.80% Add BLACKSTONE INC BX
0.64% 0.58% $2.4M 18,507 $2.0M 17,301 +1,206 +6.97% Add WALMART INC WMT
0.64% 0.77% $2.4M 21,210 $2.6M 21,240 -30 -0.14% Reduce ZIMMER BIOMET HOLDINGS INC ZBH
0.64% 0.54% $2.3M 24,952 $1.8M 20,382 +4,570 +22.42% Add SALESFORCE INC CRM
0.62% 0.58% $2.3M 12,397 $2.0M 10,629 +1,768 +16.63% Add ORACLE CORP ORCL
0.62% 0.73% $2.3M 17,465 $2.5M 16,840 +625 +3.71% Add BIOGEN INC BIIB
0.6% 0.56% $2.2M 10,795 $1.9M 10,380 +415 +4.00% Add CHUBB LIMITED CB
0.59% 0.52% $2.2M 6,167 $1.8M 5,451 +716 +13.14% Add AMERICAN TOWER CORP COM AMT
0.57% 0.55% $2.1M 12,018 $1.9M 10,932 +1,086 +9.93% Add S SCHWAB U.S. BROAD MARKET ETF SCHB
0.52% 0.48% $1.9M 66,245 $1.6M 65,645 +600 +0.91% Add PEPSICO INC PEP
0.5% 0.5% $1.9M 13,257 $1.7M 11,033 +2,224 +20.16% Add I ISHARES TR ITA
0.5% 0.5% $1.8M 7,705 $1.7M 7,755 -50 -0.64% Reduce ALIBABA GROUP HLDG LTD BABA
0.49% 0.51% $1.8M 14,870 $1.7M 13,935 +935 +6.71% Add ROCKET COS INC COM CL A RKT
0.49% 0.49% $1.8M 138,523 $1.7M 116,813 +21,710 +18.59% Add US BANCORP USB
0.48% 0.47% $1.8M 28,305 $1.6M 30,677 -2,372 -7.73% Reduce MASTERCARD INCORPORATED MA
0.48% 0.47% $1.8M 3,107 $1.6M 3,234 -127 -3.93% Reduce ABBVIE INC ABBV
0.48% 0.46% $1.8M 7,082 $1.6M 7,157 -75 -1.05% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.48% 0.5% $1.8M 2,345 $1.7M 2,609 -264 -10.12% Reduce PFIZER INC PFE
0.48% 0.54% $1.8M 70,041 $1.8M 65,643 +4,398 +6.70% Add 
