APPLE INC AAPL
9.78% 9.87% $25.4M 87,931 $22.4M 88,248 -317 -0.36% Reduce NVIDIA CORPORATION NVDA
7.73% 7.74% $20.1M 100,446 $17.6M 100,654 -208 -0.21% Reduce MICROSOFT CORP MSFT
6.56% 7.5% $17.1M 45,729 $17.0M 45,955 -226 -0.49% Reduce S STATE STR SPDR S&P 500 ETF T SPY
6.12% 6.25% $15.9M 21,317 $14.2M 21,794 -477 -2.19% Reduce ALPHABET INC GOOGL
4.74% 4.37% $12.3M 34,532 $9.9M 34,441 +91 +0.26% Add Q QUALCOMM INC QCOM
4.1% 3.38% $10.7M 57,687 $7.7M 59,533 -1,846 -3.10% Reduce AMAZON COM INC AMZN
4.05% 4.09% $10.5M 44,236 $9.3M 44,516 -280 -0.63% Reduce V VANGUARD INDEX FDS VOO
3.19% 3.11% $8.3M 12,097 $7.0M 11,792 +305 +2.59% Add ELI LILLY & CO LLY
2.85% 2.47% $7.4M 6,173 $5.6M 6,083 +90 +1.48% Add ADVANCED MICRO DEVICES INC AMD
2.82% 1.13% $7.3M 12,628 $2.6M 12,654 -26 -0.21% Reduce I INVESCO QQQ TR QQQ
2.24% 2.06% $5.8M 7,903 $4.7M 8,113 -210 -2.59% Reduce HOME DEPOT INC HD
2.17% 2.45% $5.7M 16,038 $5.6M 16,876 -838 -4.97% Reduce COSTCO WHOLESALE CORPORATION COST
2.11% 2.59% $5.5M 5,878 $5.9M 5,889 -11 -0.19% Reduce A AVANTIS U S AVUV
1.83% 1.82% $4.8M 38,129 $4.1M 37,345 +784 +2.10% Add A AMERICAN CENTY ETF TR AVLV
1.81% 1.8% $4.7M 51,764 $4.1M 50,681 +1,083 +2.14% Add PALO ALTO PANW
1.8% 0.94% $4.7M 13,725 $2.1M 13,340 +385 +2.89% Add V VANGUARD FTSE VEA
1.71% 1.72% $4.4M 62,398 $3.9M 60,994 +1,404 +2.30% Add A AMERICAN CENTY ETF TR AVES
1.67% 1.71% $4.3M 66,302 $3.9M 64,763 +1,539 +2.38% Add A Alphabet Inc Class C GOOG
1.65% 1.53% $4.3M 12,130 $3.5M 12,130 0 0.00% Unchanged V VANGUARD TOTAL BND
1.63% 1.81% $4.2M 57,846 $4.1M 55,616 +2,230 +4.01% Add V VANGUARD FSTE VWO
1.62% 1.65% $4.2M 70,808 $3.7M 69,084 +1,724 +2.50% Add WALMART INC WMT
1.39% 1.74% $3.6M 31,858 $3.9M 31,679 +179 +0.57% Add CATERPILLAR INC CAT
1.34% 1.04% $3.5M 3,267 $2.3M 3,317 -50 -1.51% Reduce PROCTER & GAMBLE CO PG
1.2% 1.41% $3.1M 21,283 $3.2M 22,168 -885 -3.99% Reduce CHURCH & DWIGHT CHD
1.2% 1.43% $3.1M 32,181 $3.2M 34,656 -2,475 -7.14% Reduce CISCO SYS INC CSCO
1.15% 0.88% $3.0M 25,525 $2.0M 25,610 -85 -0.33% Reduce JOHNSON & JOHNSON JNJ
1.05% 1.1% $2.7M 10,800 $2.5M 10,218 +582 +5.70% Add META PLATFORMS INC META
1.04% 1.2% $2.7M 4,807 $2.7M 4,774 +33 +0.69% Add JPMORGAN CHASE & CO JPM
0.97% 1.02% $2.5M 7,710 $2.3M 7,851 -141 -1.80% Reduce PEPSICO INC PEP
0.95% 1.28% $2.5M 18,279 $2.9M 18,651 -372 -1.99% Reduce COCA COLA CO KO
0.92% 0.99% $2.4M 29,376 $2.3M 29,626 -250 -0.84% Reduce S SCHWAB US SCHP
0.87% 0.95% $2.3M 84,954 $2.2M 81,404 +3,550 +4.36% Add A Avantis US Small Cap Value ETF AVDV
0.85% 0.92% $2.2M 21,509 $2.1M 21,018 +491 +2.34% Add I ISHARES TR EFV
0.83% 0.9% $2.2M 28,054 $2.0M 27,335 +719 +2.63% Add AMGEN INC COM AMGN
0.71% 0.8% $1.9M 5,119 $1.8M 5,169 -50 -0.97% Reduce AUTOMATIC DATA PROCESSING IN ADP
0.7% 0.74% $1.8M 8,137 $1.7M 8,287 -150 -1.81% Reduce VISA INC V
0.69% 0.74% $1.8M 5,207 $1.7M 5,532 -325 -5.87% Reduce BROADCOM INC AVGO
0.62% 0.58% $1.6M 4,288 $1.3M 4,238 +50 +1.18% Add GOLDMAN SACHS GROUP INC GS
0.62% 0.58% $1.6M 1,586 $1.3M 1,566 +20 +1.28% Add EATON CORP PLC ETN
0.61% 0.58% $1.6M 3,745 $1.3M 3,662 +83 +2.27% Add GE VERNOVA INC GEV
0.56% 0.42% $1.4M 1,231 $956,000 1,096 +135 +12.32% Add UNION PAC CORP UNP
0.53% 0.54% $1.4M 5,037 $1.2M 5,037 0 0.00% Unchanged ILLINOIS TOOL ITW
0.52% 0.59% $1.4M 5,043 $1.3M 5,176 -133 -2.57% Reduce LINDE PLC LIN
0.52% 0.52% $1.3M 2,588 $1.2M 2,388 +200 +8.38% Add MCDONALDS CORP MCD
0.46% 0.6% $1.2M 4,403 $1.4M 4,403 0 0.00% Unchanged V VANGUARD TOTAL BNDX
0.44% 0.48% $1.2M 23,832 $1.1M 22,876 +956 +4.18% Add CORNING INC GLW
0.44% 0.24% $1.1M 4,485 $535,000 3,940 +545 +13.83% Add STARBUCKS CORP SBUX
0.42% 0.44% $1.1M 10,688 $1.0M 11,188 -500 -4.47% Reduce RTX CORPORATION RTX
0.39% 0.44% $1.0M 5,406 $994,000 5,156 +250 +4.85% Add EMERSON ELEC CO EMR
0.39% 0.41% $1.0M 7,031 $926,000 7,071 -40 -0.57% Reduce 
