APPLE INC AAPL
5.04% 5.18% $8.5M 29,364 $7.7M 30,167 -803 -2.66% Reduce I ISHARES MSCI EAFE ETF EFA
4.85% 4.97% $8.2M 78,706 $7.3M 75,656 +3,050 +4.03% Add ALPHABET INC GOOGL
4.65% 4.6% $7.8M 21,929 $6.8M 23,652 -1,723 -7.28% Reduce I ISHARES TR MUB
3.91% 4.29% $6.6M 61,238 $6.3M 59,698 +1,540 +2.58% Add MICROSOFT CORP MSFT
3.35% 3.73% $5.6M 15,131 $5.5M 14,882 +249 +1.67% Add AMAZON COM INC AMZN
3.33% 3.33% $5.6M 23,594 $4.9M 23,646 -52 -0.22% Reduce NVIDIA CORPORATION NVDA
3.18% 3.17% $5.4M 26,849 $4.7M 26,866 -17 -0.06% Reduce I ISHARES CORE IJH
3.05% 2.74% $5.1M 66,747 $4.0M 59,861 +6,886 +11.50% Add JPMORGAN CHASE & CO JPM
2.31% 2.3% $3.9M 11,919 $3.4M 11,573 +346 +2.99% Add I ISHARES TR SUB
2.29% 2.42% $3.9M 36,206 $3.6M 33,611 +2,595 +7.72% Add JOHNSON & JOHNSON JNJ
2.21% 2.39% $3.7M 14,650 $3.5M 14,447 +203 +1.41% Add BROADCOM INC AVGO
1.94% 1.82% $3.3M 8,642 $2.7M 8,682 -40 -0.46% Reduce I ISHARES GOLD TR IAU
1.8% 2.35% $3.0M 40,211 $3.5M 39,441 +770 +1.95% Add VISA INC V
1.55% 1.53% $2.6M 7,607 $2.3M 7,458 +149 +2.00% Add META PLATFORMS INC META
1.49% 1.67% $2.5M 4,470 $2.5M 4,317 +153 +3.54% Add BLACKROCK INC COM BLK
1.42% 1.63% $2.4M 2,498 $2.4M 2,509 -11 -0.44% Reduce PALO ALTO PANW
1.42% 0.76% $2.4M 7,038 $1.1M 7,023 +15 +0.21% Add CUMMINS INC CMI
1.39% 1.19% $2.4M 3,298 $1.8M 3,258 +40 +1.23% Add MORGAN STANLEY MS
1.38% 1.26% $2.3M 11,169 $1.9M 11,342 -173 -1.53% Reduce ABBVIE INC ABBV
1.37% 1.35% $2.3M 9,159 $2.0M 9,169 -10 -0.11% Reduce B BANK OF AMER CORP BAC
1.32% 1.29% $2.2M 39,202 $1.9M 39,006 +196 +0.50% Add ELI LILLY & CO LLY
1.31% 1.03% $2.2M 1,844 $1.5M 1,658 +186 +11.22% Add PROCTER & GAMBLE CO PG
1.31% 1.44% $2.2M 15,079 $2.1M 14,732 +347 +2.36% Add CHEVRON CORPORATION CVX
1.28% 1.81% $2.2M 13,077 $2.7M 12,937 +140 +1.08% Add I ISHARES CORE IJR
1.28% 1.01% $2.2M 14,510 $1.5M 12,015 +2,495 +20.77% Add MARRIOTT INTL INC NEW MAR
1.27% 1.28% $2.1M 5,801 $1.9M 5,796 +5 +0.09% Add WALMART INC WMT
1.23% 1.51% $2.1M 18,305 $2.2M 17,938 +367 +2.05% Add CADENCE DESIGN SYSTEM INC COM CDNS
1.22% 1.05% $2.1M 5,464 $1.6M 5,589 -125 -2.24% Reduce MARVELL TECHNOLOGY INC MRVL
1.2% 0.44% $2.0M 6,808 $654,424 6,607 +201 +3.04% Add ADVANCED MICRO DEVICES INC AMD
1.17% 0.31% $2.0M 3,412 $458,328 2,253 +1,159 +51.44% Add PEPSICO INC PEP
1.06% 1.4% $1.8M 13,165 $2.1M 13,358 -193 -1.44% Reduce TESLA INC TSLA
1.03% 1.01% $1.7M 4,139 $1.5M 4,014 +125 +3.11% Add EATON CORP PLC ETN
0.99% 0.71% $1.7M 3,909 $1.1M 2,952 +957 +32.42% Add MERCK & CO INC MRK
0.98% 0.98% $1.7M 12,908 $1.4M 12,008 +900 +7.50% Add N NEXTERA ENERGY INC NEE
0.9% 1.05% $1.5M 17,348 $1.6M 16,748 +600 +3.58% Add S STATE STR SPDR S&P 500 ETF T SPY
0.88% 0.97% $1.5M 1,990 $1.4M 2,205 -215 -9.75% Reduce I INTERNATIONAL BUSINESS MACHS IBM
0.87% 0.84% $1.5M 5,194 $1.2M 5,114 +80 +1.56% Add V VANGUARD FSTE VWO
0.83% 0.85% $1.4M 23,330 $1.3M 23,255 +75 +0.32% Add GENERAL DYNAMICS CORP GD
0.81% 0.89% $1.4M 3,874 $1.3M 3,829 +45 +1.18% Add DEERE & CO DE
0.81% 0.8% $1.4M 2,161 $1.2M 2,107 +54 +2.56% Add LAM RESEARCH CORP LRCX
0.8% 0.17% $1.4M 3,130 $255,324 1,195 +1,935 +161.92% Add V VANGUARD INDEX FDS VNQ
0.8% 0.83% $1.4M 14,015 $1.2M 13,815 +200 +1.45% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.8% 0.84% $1.3M 2,686 $1.2M 2,576 +110 +4.27% Add RTX CORPORATION RTX
0.76% 0.85% $1.3M 6,758 $1.2M 6,478 +280 +4.32% Add ORACLE CORP ORCL
0.75% 0.84% $1.3M 8,584 $1.2M 8,444 +140 +1.66% Add V VANGUARD SCOTTSDALE FDS VGSH
0.73% 0.75% $1.2M 21,188 $1.1M 18,853 +2,335 +12.39% Add HOME DEPOT INC HD
0.71% 0.76% $1.2M 3,419 $1.1M 3,393 +26 +0.77% Add UNITED RENTALS INC URI
0.7% 0.45% $1.2M 1,038 $657,889 903 +135 +14.95% Add SOUTHERN CO SO
0.69% 0.8% $1.2M 12,220 $1.2M 12,220 0 0.00% Unchanged HONEYWELL INTL INC HON
0.69% 0.8% $1.2M 5,199 $1.2M 5,209 -10 -0.19% Reduce 
