| AAPL Apple Inc. | 7.29% | 77,080 | $17.1M | Add +52.8% |
| MSFT Microsoft Corp. | 6.10% | 38,194 | $14.3M | Add +54.5% |
| NVDA Nvidia Corp. | 5.71% | 123,762 | $13.4M | Add +51.6% |
| VGSH Vanguard Short-Term Treasury | 5.32% | 212,750 | $12.5M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 3.91% | 48,287 | $9.2M | Add +55.2% |
| VOO Vanguard S&P 500 ETF | 3.45% | 15,782 | $8.1M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 2.72% | 11,080 | $6.4M | Add +52.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.14% | 9,455 | $5.0M | Add +56.1% |
| GOOGL Alphabet Inc. Class A | 1.94% | 29,479 | $4.6M | Add +52.1% |
| VEU Vanguard Ftse All-World Ex-U | 1.81% | 70,172 | $4.3M | Reduce -1.2% |
| AVGO Broadcom Inc. | 1.73% | 24,199 | $4.1M | Add +55.1% |
| GOOG Alphabet Inc. Class C | 1.58% | 23,783 | $3.7M | Add +48.8% |
| TSLA Tesla Inc. | 1.54% | 13,972 | $3.6M | Add +49.1% |
| JPM JPMorgan Chase & Co. | 1.52% | 14,524 | $3.6M | Add +55.8% |
| LLY Eli Lilly & Co. | 1.45% | 4,119 | $3.4M | Add +57.3% |
| V Visa Inc. Class A | 1.33% | 8,912 | $3.1M | Add +56.0% |
| XOM Exxon Mobil Corp. | 1.14% | 22,558 | $2.7M | Add +52.9% |
| UNH Unitedhealth Group Inc. | 1.02% | 4,557 | $2.4M | Add +49.1% |
| MA Mastercard Inc. Class A | 0.94% | 4,042 | $2.2M | Add +47.4% |
| COST Costco Wholesale Corp. | 0.88% | 2,186 | $2.1M | Add +49.6% |
| PG The Procter & Gamble Co. | 0.84% | 11,618 | $2.0M | Add +47.7% |
| NFLX Netflix Inc. | 0.84% | 2,117 | $2.0M | Add +49.4% |
| JNJ Johnson & Johnson | 0.83% | 11,818 | $2.0M | Add +49.3% |
| WMT Walmart Inc. | 0.80% | 21,513 | $1.9M | Add +48.2% |
| HD Home Depot Inc. | 0.80% | 5,121 | $1.9M | Add +54.2% |
| ABBV Abbvie Inc. | 0.78% | 8,765 | $1.8M | Add +49.5% |
| CVX Chevron Corp. | 0.59% | 8,229 | $1.4M | Add +46.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 32,856 | $1.4M | Add +49.0% |
| KO The Coca-Cola Co. | 0.58% | 18,860 | $1.4M | Add +49.0% |
| CRM Salesforce Inc. | 0.57% | 4,970 | $1.3M | Add +56.8% |
| PM Philip Morris International | 0.55% | 8,087 | $1.3M | Add +53.0% |
| WFC Wells Fargo & Co. | 0.53% | 17,207 | $1.2M | Add +56.3% |
| CSCO Cisco Systems Inc. | 0.51% | 19,459 | $1.2M | Add +49.0% |
| ABT Abbott Laboratories | 0.49% | 8,720 | $1.2M | Add +52.5% |
| T AT&T Inc. | 0.48% | 40,097 | $1.1M | Add +69.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 4,555 | $1.1M | Add +49.1% |
| MRK Merck & Co. Inc. | 0.48% | 12,584 | $1.1M | Add +50.1% |
| ORCL Oracle Corp. | 0.47% | 7,918 | $1.1M | Add +48.9% |
| MCD McDonald's Corp. | 0.47% | 3,514 | $1.1M | Add +45.6% |
| PEP Pepsico Inc. | 0.45% | 6,997 | $1.0M | Add +55.6% |
| LIN Linde PLC | 0.44% | 2,243 | $1.0M | Add +45.4% |
| ACN Accenture PLC Class A | 0.43% | 3,268 | $1.0M | Add +58.0% |
| VZ Verizon Communications Inc. | 0.42% | 21,516 | $976K | Add +55.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 9,419 | $930K | Add +56.5% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 1,866 | $929K | Add +47.4% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 10,722 | $905K | Add +57.2% |
| QCOM Qualcomm Inc. | 0.38% | 5,781 | $888K | Add +57.0% |
| NOW ServiceNow Inc. | 0.37% | 1,083 | $862K | Add +58.6% |
| PGR Progressive Corp. | 0.37% | 3,036 | $859K | Add +56.8% |
| TXN Texas Instruments Inc. | 0.36% | 4,715 | $847K | Add +56.4% |
| AMGN Amgen Inc. | 0.36% | 2,710 | $844K | Add +49.7% |
| GS Goldman Sachs Group Inc. | 0.36% | 1,538 | $840K | Add +48.2% |
| ISRG Intuitive Surgical Inc. | 0.35% | 1,681 | $833K | Add +42.3% |
| SPGI S&P Global Inc. | 0.35% | 1,637 | $832K | Add +57.9% |
| AMD Advanced Micro Devices | 0.35% | 8,092 | $831K | Add +50.1% |
| ADBE Adobe Inc. | 0.35% | 2,158 | $828K | Add +48.0% |
| BKNG Booking Holdings Inc. | 0.35% | 179 | $825K | Add +64.2% |
| INTU Intuit Inc. | 0.35% | 1,328 | $815K | Add +43.1% |
| PFE Pfizer Inc. | 0.34% | 31,912 | $809K | Add +69.6% |
| CAT Caterpillar Inc. | 0.34% | 2,391 | $789K | Add +50.3% |
| UBER Uber Technologies Inc. | 0.33% | 10,610 | $773K | Add +51.4% |
| NEE Nextera Energy Inc. | 0.33% | 10,770 | $763K | Add +56.8% |
| BLK BlackRock Inc. | 0.32% | 784 | $742K | Add +62.0% |
| UNP Union Pacific Corp. | 0.32% | 3,138 | $741K | Add +54.0% |
| GILD Gilead Sciences Inc. | 0.31% | 6,592 | $739K | Add +57.3% |
| AXP American Express Co. | 0.31% | 2,742 | $738K | Add +48.9% |
| BSX Boston Scientific Corp. | 0.31% | 7,232 | $730K | Add +49.7% |
| MS Morgan Stanley | 0.30% | 6,115 | $713K | Add +48.6% |
| CMCSA Comcast Corp. Class A | 0.30% | 19,057 | $703K | Add +50.6% |
| SCHW Schwab (charles) Corp. | 0.29% | 8,670 | $679K | Add +74.5% |
| HON Honeywell International Inc. | 0.28% | 3,157 | $668K | Add +46.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 5,476 | $667K | Add +49.0% |
| TMUS T-Mobile US Inc. | 0.28% | 2,500 | $667K | Add +56.3% |
| C Citigroup Inc. | 0.28% | 9,364 | $665K | Add +49.5% |
| COP Conocophillips | 0.28% | 6,312 | $663K | Add +43.1% |
| FISV Fiserv Inc. | 0.28% | 2,973 | $657K | Add +58.7% |
| DHR Danaher Corp. | 0.27% | 3,133 | $642K | Add +46.9% |
| LOW Lowe's Cos Inc. | 0.27% | 2,713 | $633K | Add +41.8% |
| DE Deere & Co. | 0.27% | 1,342 | $630K | Add +59.4% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 10,150 | $619K | Add +50.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.26% | 1,271 | $616K | Add +45.9% |
| SYK Stryker Corp. | 0.26% | 1,631 | $607K | Add +44.2% |
| ADP Automatic Data Processing | 0.26% | 1,972 | $603K | Add +43.7% |
| AMAT Applied Materials Inc. | 0.25% | 4,036 | $586K | Add +47.5% |
| INTC Intel Corp. | 0.25% | 25,621 | $582K | Add +77.7% |
| MDT Medtronic PLC | 0.24% | 6,285 | $565K | Add +50.2% |
| PANW Palo Alto Networks Inc. | 0.24% | 3,284 | $560K | Add +50.4% |
| MRSH Marsh & McLennan Cos | 0.24% | 2,278 | $556K | Add +44.4% |
| SBUX Starbucks Corp. | 0.24% | 5,660 | $555K | Add +50.5% |
| CB Chubb Ltd. | 0.23% | 1,776 | $536K | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.22% | 1,900 | $516K | Add +46.1% |
| MU Micron Technology Inc. | 0.22% | 5,894 | $512K | Add +59.6% |
| AMT American Tower Corp. | 0.22% | 2,348 | $511K | Add +51.7% |
| PLD Prologis Inc. | 0.22% | 4,559 | $510K | Add +49.0% |
| BX Blackstone Inc. | 0.21% | 3,606 | $504K | Add +49.9% |
| CME Cme Group Inc. | 0.21% | 1,876 | $498K | Add +59.5% |
| MO Altria Group Inc. | 0.21% | 8,264 | $496K | Add +45.9% |
| ADI Analog Devices Inc. | 0.21% | 2,436 | $491K | Add +48.9% |
| ICE Intercontinental Exchange Inc. | 0.20% | 2,758 | $476K | Add +48.4% |
| DUK Duke Energy Corp. | 0.20% | 3,900 | $476K | Add +56.0% |