| AAPL Apple Inc. | 7.98% | 50,450 | $12.6M | Add +16.6% |
| VGSH Vanguard Short-Term Treasury | 7.91% | 215,366 | $12.5M | Reduce -68.4% |
| NVDA Nvidia Corp. | 6.92% | 81,612 | $11.0M | Add +17.1% |
| MSFT Microsoft Corp. | 6.58% | 24,724 | $10.4M | Add +17.7% |
| VOO Vanguard S&P 500 ETF | 5.44% | 15,976 | $8.6M | Reduce -68.4% |
| AMZN Amazon.com Inc. | 4.31% | 31,107 | $6.8M | Add +17.8% |
| META Meta Platforms Inc. Class A | 2.69% | 7,280 | $4.3M | Add +17.4% |
| VEU Vanguard Ftse All-World Ex-U | 2.58% | 71,034 | $4.1M | Reduce -68.4% |
| TSLA Tesla Inc. | 2.39% | 9,372 | $3.8M | Add +18.6% |
| GOOGL Alphabet Inc. Class A | 2.32% | 19,379 | $3.7M | Add +20.4% |
| AVGO Broadcom Inc. | 2.28% | 15,599 | $3.6M | Add +19.9% |
| GOOG Alphabet Inc. Class C | 1.92% | 15,983 | $3.0M | Add +12.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.73% | 6,055 | $2.7M | Add +21.4% |
| JPM JPMorgan Chase & Co. | 1.41% | 9,324 | $2.2M | Add +18.0% |
| LLY Eli Lilly & Co. | 1.28% | 2,619 | $2.0M | Add +13.9% |
| V Visa Inc. Class A | 1.14% | 5,712 | $1.8M | Add +24.2% |
| XOM Exxon Mobil Corp. | 1.00% | 14,758 | $1.6M | Add +18.1% |
| UNH Unitedhealth Group Inc. | 0.98% | 3,057 | $1.5M | Add +17.6% |
| MA Mastercard Inc. Class A | 0.91% | 2,742 | $1.4M | Add +19.2% |
| COST Costco Wholesale Corp. | 0.85% | 1,461 | $1.3M | Add +21.8% |
| PG The Procter & Gamble Co. | 0.83% | 7,868 | $1.3M | Add +18.8% |
| WMT Walmart Inc. | 0.83% | 14,513 | $1.3M | Add +23.0% |
| HD Home Depot Inc. | 0.82% | 3,321 | $1.3M | Add +23.0% |
| NFLX Netflix Inc. | 0.80% | 1,417 | $1.3M | Add +18.1% |
| JNJ Johnson & Johnson | 0.72% | 7,918 | $1.1M | Add +11.5% |
| CRM Salesforce Inc. | 0.67% | 3,170 | $1.1M | Add +17.4% |
| ABBV Abbvie Inc. | 0.66% | 5,865 | $1.0M | Add +22.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 22,056 | $969K | Add +21.2% |
| ORCL Oracle Corp. | 0.56% | 5,318 | $886K | Add +20.9% |
| MRK Merck & Co. Inc. | 0.53% | 8,384 | $834K | Add +13.0% |
| CVX Chevron Corp. | 0.51% | 5,629 | $815K | Add +19.8% |
| KO The Coca-Cola Co. | 0.50% | 12,660 | $788K | Add +19.0% |
| WFC Wells Fargo & Co. | 0.49% | 11,007 | $773K | Add +11.2% |
| CSCO Cisco Systems Inc. | 0.49% | 13,059 | $773K | Add +20.9% |
| ACN Accenture PLC Class A | 0.46% | 2,068 | $728K | Add +21.6% |
| NOW ServiceNow Inc. | 0.46% | 683 | $724K | Add +13.8% |
| MCD McDonald's Corp. | 0.44% | 2,414 | $700K | Add +24.8% |
| PEP Pepsico Inc. | 0.43% | 4,497 | $684K | Add +15.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 3,055 | $672K | Add +22.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 6,019 | $670K | Add +20.4% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 1,266 | $659K | Add +26.6% |
| AMD Advanced Micro Devices | 0.41% | 5,392 | $651K | Add +22.6% |
| ADBE Adobe Inc. | 0.41% | 1,458 | $648K | Add +12.2% |
| ABT Abbott Laboratories | 0.41% | 5,720 | $647K | Add +21.7% |
| LIN Linde PLC | 0.41% | 1,543 | $646K | Add +18.7% |
| PM Philip Morris International | 0.40% | 5,287 | $636K | Add +28.9% |
| ISRG Intuitive Surgical Inc. | 0.39% | 1,181 | $616K | Add +18.1% |
| CB Chubb Ltd. | 0.38% | 1,816 | $602K | Add +65.1% |
| GS Goldman Sachs Group Inc. | 0.38% | 1,038 | $594K | Add +15.3% |
| INTU Intuit Inc. | 0.37% | 928 | $583K | Add +16.0% |
| CAT Caterpillar Inc. | 0.36% | 1,591 | $577K | Add +13.6% |
| QCOM Qualcomm Inc. | 0.36% | 3,681 | $565K | Add +22.7% |
| TXN Texas Instruments Inc. | 0.36% | 3,015 | $565K | Add +25.6% |
| VZ Verizon Communications Inc. | 0.35% | 13,816 | $553K | Add +10.5% |
| AXP American Express Co. | 0.35% | 1,842 | $547K | Add +15.1% |
| BKNG Booking Holdings Inc. | 0.34% | 109 | $542K | Add +9.0% |
| T AT&T Inc. | 0.34% | 23,597 | $537K | Add +10.8% |
| MS Morgan Stanley | 0.33% | 4,115 | $517K | Add +14.3% |
| SPGI S&P Global Inc. | 0.33% | 1,037 | $516K | Add +15.2% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 6,822 | $516K | Add +21.8% |
| PFE Pfizer Inc. | 0.32% | 18,812 | $499K | Add +19.1% |
| BLK BlackRock Finance Inc. | 0.31% | 484 | $496K | Add +21.0% |
| NEE Nextera Energy Inc. | 0.31% | 6,870 | $493K | Add +24.9% |
| DHR Danaher Corp. | 0.31% | 2,133 | $490K | Add +25.5% |
| HON Honeywell International Inc. | 0.31% | 2,157 | $487K | Add +43.8% |
| CMCSA Comcast Corp. Class A | 0.30% | 12,657 | $475K | Add +7.3% |
| LOW Lowe's Cos Inc. | 0.30% | 1,913 | $472K | Add +12.5% |
| AMGN Amgen Inc. | 0.30% | 1,810 | $472K | Add +24.6% |
| UNP Union Pacific Corp. | 0.29% | 2,038 | $465K | Add +19.9% |
| PGR Progressive Corp. | 0.29% | 1,936 | $464K | Add +21.0% |
| AMAT Applied Materials Inc. | 0.28% | 2,736 | $445K | Add +9.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 3,676 | $444K | Add +14.9% |
| C Citigroup Inc. | 0.28% | 6,264 | $441K | Add +22.8% |
| COP Conocophillips | 0.28% | 4,412 | $438K | Add +29.8% |
| BSX Boston Scientific Corp. | 0.27% | 4,832 | $432K | Add +23.9% |
| ETN Eaton Corp. PLC | 0.27% | 1,300 | $431K | Add +18.2% |
| UBER Uber Technologies Inc. | 0.27% | 7,010 | $423K | Add +18.8% |
| BX Blackstone Inc. | 0.26% | 2,406 | $415K | Add +26.6% |
| SYK Stryker Corp. | 0.26% | 1,131 | $407K | Add +25.7% |
| ADP Automatic Data Processing | 0.25% | 1,372 | $402K | Add +24.7% |
| PANW Palo Alto Networks Inc. | 0.25% | 2,184 | $397K | Add +21.3% |
| GILD Gilead Sciences Inc. | 0.24% | 4,192 | $387K | Add +16.4% |
| FISV Fiserv Inc. | 0.24% | 1,873 | $385K | Add +17.1% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 6,750 | $382K | Add +22.7% |
| ANET Arista Networks Inc. | 0.24% | 3,439 | $380K | Add +22.8% |
| SCHW Schwab (charles) Corp. | 0.23% | 4,970 | $368K | Add +24.3% |
| DE Deere & Co. | 0.23% | 842 | $357K | Add +20.3% |
| TMUS T-Mobile US Inc. | 0.22% | 1,600 | $353K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 871 | $351K | Add +24.4% |
| ADI Analog Devices Inc. | 0.22% | 1,636 | $348K | Add +16.9% |
| SBUX Starbucks Corp. | 0.22% | 3,760 | $343K | Add +17.5% |
| MRSH Marsh & McLennan Cos | 0.21% | 1,578 | $335K | Add +7.9% |
| KKR KKR & Co. Inc. | 0.21% | 2,263 | $335K | Add +19.1% |
| MDT Medtronic PLC | 0.21% | 4,185 | $334K | Add +19.6% |
| PLD Prologis Inc. | 0.20% | 3,059 | $323K | Add +16.9% |
| MRVL Marvell Technology Inc. | 0.20% | 2,898 | $320K | Add +7.3% |
| MU Micron Technology Inc. | 0.20% | 3,694 | $311K | Add +23.1% |
| LRCX Lam Research Corp. | 0.20% | 4,280 | $309K | Add +7.0% |
| GEV GE Vernova Inc. | 0.19% | 922 | $303K | Add +22.9% |
| UPS United Parcel Service Class B | 0.19% | 2,394 | $302K | Add +26.0% |
| EQIX Equinix Inc. | 0.19% | 318 | $300K | Add +6.0% |
| NKE Nike Inc. Class B | 0.19% | 3,961 | $300K | Add +16.5% |
| MO Altria Group Inc. | 0.19% | 5,664 | $296K | Add +13.3% |
| INTC Intel Corp. | 0.18% | 14,421 | $289K | Add +24.3% |
| PYPL PayPal Holdings Inc. | 0.18% | 3,353 | $286K | Add +1.6% |
| ELV Elevance Health Inc. | 0.18% | 771 | $284K | Add +28.5% |
| AMT American Tower Corp. | 0.18% | 1,548 | $284K | Add +29.0% |
| KLAC KLA Corp. | 0.18% | 445 | $280K | Add +11.3% |
| PH Parker Hannifin Corp. | 0.18% | 436 | $277K | Add +9.0% |
| ICE Intercontinental Exchange Inc. | 0.17% | 1,858 | $277K | Add +23.9% |
| APH Amphenol Corp. Class A | 0.17% | 3,960 | $275K | Add +10.0% |
| CDNS Cadence Design SYS Inc. | 0.17% | 913 | $274K | Add +14.1% |
| CMG Chipotle Mexican Grill Inc. | 0.17% | 4,541 | $274K | Add +24.4% |
| CME Cme Group Inc. | 0.17% | 1,176 | $273K | Add +17.6% |
| TT Trane Technologies PLC | 0.17% | 739 | $273K | Add +5.6% |
| DUK Duke Energy Corp. | 0.17% | 2,500 | $269K | Add +31.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.17% | 778 | $266K | Add +11.1% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 4,403 | $263K | Add +22.3% |
| SHW The Sherwin-Williams Co. | 0.16% | 766 | $260K | Add +9.4% |
| CI The Cigna Group | 0.16% | 924 | $255K | Add +15.5% |
| AON Aon PLC Class A | 0.16% | 710 | $255K | Add +18.3% |
| REGN Regeneron Pharmaceuticals | 0.16% | 357 | $254K | Add +19.0% |
| CL Colgate-Palmolive Co. | 0.16% | 2,770 | $252K | Add +20.4% |
| SNPS Synopsys Inc. | 0.16% | 513 | $249K | Add +2.6% |
| ZTS Zoetis Inc. | 0.16% | 1,523 | $248K | Add +26.9% |
| APO Apollo Global Management Inc. | 0.16% | 1,496 | $247K | Reduce -6.5% |
| PNC PNC Financial Services Group | 0.15% | 1,270 | $245K | Add +15.4% |
| WELL Welltower Inc. | 0.15% | 1,933 | $244K | Add +38.1% |
| TDG Transdigm Group Inc. | 0.15% | 191 | $242K | Add +27.3% |
| MCO Moody's Corp. | 0.15% | 511 | $242K | Add +2.2% |
| USB US Bancorp | 0.15% | 5,040 | $241K | Add +44.0% |
| MCK McKesson Corp. | 0.15% | 422 | $241K | Add +5.5% |
| EMR Emerson Electric Co. | 0.15% | 1,934 | $240K | Add +28.9% |
| WM Waste Management Inc. | 0.15% | 1,178 | $238K | Add +17.8% |
| MMM 3M Co. | 0.15% | 1,822 | $235K | Add +30.1% |
| CEG Constellation Energy | 0.15% | 1,049 | $235K | Add +4.9% |
| APP AppLovin Corp. Class A | 0.15% | 720 | $233K | Add +44.0% |
| COF Capital One Financial Corp. | 0.14% | 1,279 | $228K | Add +16.3% |
| EOG EOG Resources Inc. | 0.14% | 1,831 | $224K | Add +14.4% |
| ITW Illinois Tool Works | 0.14% | 880 | $223K | Add +25.7% |
| ORLY O'reilly Automotive Inc. | 0.14% | 188 | $223K | Reduce -6.0% |
| WMB Williams Cos Inc. | 0.14% | 3,949 | $214K | Add +6.7% |
| APD Air Products & Chemicals Inc. | 0.13% | 734 | $213K | Add +22.3% |
| BDX Becton Dickinson and Co. | 0.13% | 935 | $212K | Add +33.6% |
| MAR Marriott International Class A | 0.13% | 752 | $210K | Reduce -6.0% |
| ADSK Autodesk Inc. | 0.13% | 707 | $209K | Add +1.0% |
| CRH CRH PLC | 0.13% | 2,258 | $209K | Reduce -1.8% |
| TGT Target Corp. | 0.13% | 1,531 | $207K | Add +17.8% |
| FDX FedEx Corp. | 0.13% | 732 | $206K | Add +4.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 718 | $204K | Add +19.7% |
| CSX CSX Corp. | 0.13% | 6,292 | $203K | Add +8.5% |
| CTAS Cintas Corp. | 0.13% | 1,108 | $202K | Add +38.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 14,132 | $140K | Add +30.9% |