APPLE INC AAPL
5.75% 7.14% $143.5M 838,129 $152.6M 786,632 +51,497 +6.55% Add MICROSOFT CORP MSFT
4.73% 5.69% $117.9M 373,258 $121.6M 356,972 +16,286 +4.56% Add NVIDIA CORPORATION NVDA
2.46% 2.52% $61.3M 140,860 $53.8M 127,085 +13,775 +10.84% Add AMAZON COM INC AMZN
1.87% 2.09% $46.7M 367,604 $44.6M 342,506 +25,098 +7.33% Add A Alphabet Inc Class C GOOG
1.27% 1.22% $31.7M 240,738 $26.1M 215,549 +25,189 +11.69% Add META PLATFORMS INC META
1.25% 1.31% $31.3M 104,094 $28.0M 97,488 +6,606 +6.78% Add UNITEDHEALTH GROUP INC UNH
1.19% 1.22% $29.8M 59,014 $26.1M 54,220 +4,794 +8.84% Add ALPHABET INC GOOGL
1.18% 1.19% $29.5M 225,133 $25.5M 213,120 +12,013 +5.64% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.16% 1.21% $28.9M 82,533 $25.7M 75,496 +7,037 +9.32% Add ELI LILLY & CO LLY
1.07% 1.07% $26.6M 49,580 $22.9M 48,821 +759 +1.55% Add JPMORGAN CHASE & CO JPM
1.06% 1.15% $26.5M 182,619 $24.6M 169,280 +13,339 +7.88% Add TESLA INC TSLA
0.88% 0.89% $21.9M 87,462 $19.0M 72,429 +15,033 +20.76% Add I ISHARES TR IVV
0.84% 0.17% $21.0M 48,935 $3.6M 8,070 +40,865 +506.38% Add JOHNSON & JOHNSON JNJ
0.84% 1.01% $20.9M 133,892 $21.5M 129,747 +4,145 +3.19% Add VISA INC V
0.82% 0.95% $20.3M 88,355 $20.2M 85,006 +3,349 +3.94% Add EXXON MOBIL CORP XOM
0.81% 0.83% $20.2M 171,611 $17.7M 165,098 +6,513 +3.94% Add MASTERCARD INCORPORATED MA
0.78% 0.74% $19.4M 49,025 $15.8M 40,266 +8,759 +21.75% Add PROCTER & GAMBLE CO PG
0.71% 0.82% $17.8M 122,188 $17.5M 115,554 +6,634 +5.74% Add HOME DEPOT INC HD
0.69% 0.76% $17.1M 56,530 $16.3M 52,526 +4,004 +7.62% Add BROADCOM INC AVGO
0.65% 0.75% $16.3M 19,616 $16.1M 18,515 +1,101 +5.95% Add MERCK & CO INC MRK
0.63% 0.78% $15.6M 151,950 $16.6M 144,287 +7,663 +5.31% Add COCA COLA CO KO
0.58% 0.72% $14.6M 260,238 $15.4M 255,853 +4,385 +1.71% Add COSTCO WHOLESALE CORPORATION COST
0.57% 0.63% $14.3M 25,255 $13.4M 24,944 +311 +1.25% Add ORACLE CORP ORCL
0.55% 0.69% $13.7M 129,694 $14.8M 124,265 +5,429 +4.37% Add NETFLIX INC NFLX
0.52% 0.7% $12.9M 34,101 $14.9M 33,779 +322 +0.95% Add PEPSICO INC PEP
0.51% 0.63% $12.7M 75,216 $13.4M 72,404 +2,812 +3.88% Add ADOBE INC COM ADBE
0.51% 0.55% $12.7M 24,856 $11.7M 23,849 +1,007 +4.22% Add ABBVIE INC ABBV
0.49% 0.5% $12.3M 82,528 $10.7M 79,225 +3,303 +4.17% Add COMCAST CORP NEW CL A CMCSA
0.49% 0.48% $12.2M 275,519 $10.3M 247,477 +28,042 +11.33% Add WALMART INC WMT
0.48% 0.54% $12.0M 75,208 $11.5M 73,219 +1,989 +2.72% Add D DIMENSIONAL US DFUV
0.47% 0.55% $11.7M 342,907 $11.7M 339,414 +3,493 +1.03% Add CHEVRON CORPORATION CVX
0.45% 0.44% $11.1M 66,078 $9.4M 60,023 +6,055 +10.09% Add CISCO SYS INC CSCO
0.44% 0.48% $11.1M 205,956 $10.2M 196,198 +9,758 +4.97% Add MCDONALDS CORP MCD
0.41% 0.53% $10.2M 38,740 $11.3M 37,732 +1,008 +2.67% Add V VANGUARD FTSE VEA
0.41% 0.1% $10.1M 231,073 $2.1M 44,908 +186,165 +414.55% Add NOVO-NORDISK A S NVO
0.39% 0.34% $9.8M 108,039 $7.3M 44,870 +63,169 +140.78% Add V VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES VOOV
0.39% 0.12% $9.7M 65,043 $2.5M 16,184 +48,859 +301.90% Add ACCENTURE PLC IRELAND ACN
0.38% 0.41% $9.4M 30,677 $8.7M 28,321 +2,356 +8.32% Add T THERMO FISHER SCIENTIFIC INC TMO
0.37% 0.44% $9.3M 18,419 $9.5M 18,171 +248 +1.36% Add LINDE PLC LIN
0.36% 0.4% $9.1M 24,418 $8.5M 22,430 +1,988 +8.86% Add B BANK OF AMER CORP BAC
0.36% 0.39% $9.1M 331,424 $8.4M 293,561 +37,863 +12.90% Add INTUIT INTU
0.35% 0.34% $8.6M 16,904 $7.2M 15,751 +1,153 +7.32% Add S&P GLOBAL INC SPGI
0.33% 0.38% $8.3M 22,752 $8.2M 20,485 +2,267 +11.07% Add AMGEN INC COM AMGN
0.33% 0.3% $8.2M 30,523 $6.4M 28,777 +1,746 +6.07% Add ADVANCED MICRO DEVICES INC AMD
0.33% 0.41% $8.2M 79,648 $8.8M 76,876 +2,772 +3.61% Add B BLACKROCK MUNICIPAL INCOME XMUIX
0.33% — $8.2M 803,637 $0 0 +803,637 New Buy BLACKROCK CAP ALLOCATION TER BCAT
0.32% — $8.0M 549,792 $0 0 +549,792 New Buy TEXAS INSTRS INC TXN
0.32% 0.39% $7.9M 49,591 $8.3M 46,353 +3,238 +6.99% Add UNION PAC CORP UNP
0.31% 0.34% $7.7M 37,882 $7.3M 35,610 +2,272 +6.38% Add DANAHER CORP DEL COM DHR
0.31% 0.31% $7.6M 30,713 $6.7M 27,765 +2,948 +10.62% Add