| 1 |
NVIDIA CORPORATION
COM
NVDA |
NVDA |
278,401 |
$55.7m6.85% |
6.85% |
Added
+1.3k |
+1,294
0.5% |
| 2 |
ISHARES TR
CORE S&P500 ETF
IVV |
IVV |
57,462 |
$43.0m5.29% |
5.29% |
Added
+5.3k |
+5,273
10.1% |
| 3 |
SPDR S&P 500 ETF TR
TR UNIT
SPY |
SPY |
55,809 |
$41.8m5.14% |
5.14% |
Unchanged |
|
| 4 |
MICROSOFT CORP
COM
MSFT |
MSFT |
85,106 |
$31.7m3.90% |
3.90% |
Added
+942 |
+942
1.1% |
| 5 |
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
VEU |
VEU |
371,365 |
$31.1m3.83% |
3.83% |
Reduced
-1.5k |
-1,538
-0.4% |
| 6 |
ELI LILLY & CO
COM
LLY |
LLY |
24,259 |
$29.1m3.58% |
3.58% |
Added
+455 |
+455
1.9% |
| 7 |
ALPHABET INC
CAP STK CL C
GOOG |
GOOG |
78,891 |
$27.9m3.43% |
3.43% |
Reduced
-5.4k |
-5,423
-6.4% |
| 8 |
APPLE INC
COM
AAPL |
AAPL |
93,332 |
$27.0m3.32% |
3.32% |
Reduced
-693 |
-693
-0.7% |
| 9 |
AMAZON COM INC
COM
AMZN |
AMZN |
74,099 |
$17.7m2.17% |
2.17% |
Added
+1.1k |
+1,069
1.5% |
| 10 |
RTX CORPORATION
COM
RTX |
RTX |
84,674 |
$16.1m1.98% |
1.98% |
Added
+1.3k |
+1,346
1.6% |
| 11 |
JPMORGAN CHASE & CO
COM
JPM |
JPM |
47,709 |
$15.6m1.92% |
1.92% |
Added
+635 |
+635
1.4% |
| 12 |
VANGUARD INDEX FDS
TOTAL STK MKT
VTI |
VTI |
39,163 |
$14.5m1.78% |
1.78% |
Added
+1.7k |
+1,651
4.4% |
| 13 |
APPLIED MATLS INC
COM
AMAT |
AMAT |
18,326 |
$13.2m1.63% |
1.63% |
Added
+70 |
+70
0.4% |
| 14 |
ISHARES TR
1 3 YR TREAS BD
SHY |
SHY |
149,814 |
$12.3m1.51% |
1.51% |
Unchanged |
|
| 15 |
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
XHLF |
XHLF |
209,507 |
$10.5m1.30% |
1.30% |
Reduced
-23.7k |
-23,742
-10.2% |
| 16 |
DEERE & CO
COM
DE |
DE |
16,089 |
$10.2m1.26% |
1.26% |
Reduced
-541 |
-541
-3.2% |
| 17 |
ALPHABET INC
CAP STK CL A
GOOGL |
GOOGL |
26,702 |
$9.5m1.17% |
1.17% |
Added
+2.3k |
+2,333
9.6% |
| 18 |
ABBVIE INC
COM
ABBV |
ABBV |
36,055 |
$9.1m1.12% |
1.12% |
Reduced
-27.5k |
-27,458
-43.2% |
| 19 |
COCA COLA CO
COM
KO |
KO |
110,237 |
$9.0m1.11% |
1.11% |
Added
+1.8k |
+1,824
1.7% |
| 20 |
PROCTER AND GAMBLE CO
COM
PG |
PG |
59,872 |
$8.8m1.08% |
1.08% |
Added
+152 |
+152
0.2% |
| 21 |
ARISTA NETWORKS INC
COM SHS
ANET |
ANET |
49,523 |
$8.4m1.03% |
1.03% |
Reduced
-242 |
-242
-0.5% |
| 22 |
AUTOMATIC DATA PROCESSING IN
COM
ADP |
ADP |
36,768 |
$8.3m1.02% |
1.02% |
Added
+973 |
+973
2.7% |
| 23 |
PALO ALTO NETWORKS INC
COM
PANW |
PANW |
24,159 |
$8.2m1.01% |
1.01% |
Reduced
-379 |
-379
-1.5% |
| 24 |
ISHARES TR
SHRT NAT MUN ETF
SUB |
SUB |
75,455 |
$8.0m0.99% |
0.99% |
Added
+37.6k |
+37,597
99.3% |
| 25 |
INTUITIVE SURGICAL INC
COM NEW
ISRG |
ISRG |
19,820 |
$7.9m0.97% |
0.97% |
Added
+790 |
+790
4.2% |
| 26 |
JOHNSON & JOHNSON
COM
JNJ |
JNJ |
30,573 |
$7.8m0.96% |
0.96% |
Added
+518 |
+518
1.7% |
| 27 |
CISCO SYS INC
COM
CSCO |
CSCO |
62,978 |
$7.4m0.91% |
0.91% |
Reduced
-1.9k |
-1,874
-2.9% |
| 28 |
ABBOTT LABS
COM
ABT |
ABT |
80,795 |
$7.3m0.90% |
0.90% |
Added
+1.2k |
+1,156
1.4% |
| 29 |
PALANTIR TECHNOLOGIES INC
CL A
PLTR |
PLTR |
61,439 |
$7.2m0.88% |
0.88% |
Reduced
-6.0k |
-6,020
-8.9% |
| 30 |
GE VERNOVA INC
COM
GEV |
GEV |
5,945 |
$7.0m0.86% |
0.86% |
Added
+1.1k |
+1,061
21.7% |
| 31 |
COSTCO WHSL CORP NEW
COM
COST |
COST |
7,335 |
$6.9m0.84% |
0.84% |
Added
+236 |
+236
3.3% |
| 32 |
FLEXSHARES TR
MORNSTAR UPSTR
GUNR |
GUNR |
137,370 |
$6.8m0.83% |
0.83% |
Added
+107 |
+107
0.1% |
| 33 |
HOME DEPOT INC
COM
HD |
HD |
18,390 |
$6.5m0.80% |
0.80% |
Added
+89 |
+89
0.5% |
| 34 |
EXXON MOBIL CORP
COM
XOM |
XOM |
42,490 |
$5.8m0.71% |
0.71% |
Added
+636 |
+636
1.5% |
| 35 |
EMERSON ELEC CO
COM
EMR |
EMR |
38,307 |
$5.5m0.67% |
0.67% |
Added
+380 |
+380
1.0% |
| 36 |
BROADCOM INC
COM
AVGO |
AVGO |
14,210 |
$5.4m0.66% |
0.66% |
Added
+1.6k |
+1,646
13.1% |
| 37 |
ISHARES TR
CORE MSCI EAFE
IEFA |
IEFA |
54,839 |
$5.3m0.65% |
0.65% |
Added
+1.8k |
+1,762
3.3% |
| 38 |
BLACKROCK INC
COM
BLK |
BLK |
5,457 |
$5.2m0.65% |
0.65% |
Added
+88 |
+88
1.6% |
| 39 |
CHEVRON CORP NEW
COM
CVX |
CVX |
31,469 |
$5.2m0.64% |
0.64% |
Reduced
-438 |
-438
-1.4% |
| 40 |
MCDONALDS CORP
COM
MCD |
MCD |
19,028 |
$5.1m0.63% |
0.63% |
Added
+19 |
+19
0.1% |
| 41 |
SPDR SERIES TRUST
PORTFOLI S&P1500
SPTM |
SPTM |
56,318 |
$5.1m0.63% |
0.63% |
Reduced
-1.1k |
-1,129
-2.0% |
| 42 |
ISHARES TR
RUS MID CAP ETF
IWR |
IWR |
45,318 |
$5.0m0.61% |
0.61% |
Added
+8.4k |
+8,399
22.8% |
| 43 |
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
VCSH |
VCSH |
62,108 |
$4.9m0.60% |
0.60% |
Unchanged |
|
| 44 |
NEXTERA ENERGY INC
COM
NEE |
NEE |
54,027 |
$4.7m0.58% |
0.58% |
Added
+712 |
+712
1.3% |
| 45 |
AIR PRODS & CHEMS INC
COM
APD |
APD |
15,626 |
$4.6m0.56% |
0.56% |
Reduced
-3.4k |
-3,399
-17.9% |
| 46 |
PEPSICO INC
COM
PEP |
PEP |
33,402 |
$4.5m0.56% |
0.56% |
Added
+604 |
+604
1.8% |
| 47 |
MICRON TECHNOLOGY INC
COM
MU |
MU |
3,677 |
$4.2m0.52% |
0.52% |
Added
+572 |
+572
18.4% |
| 48 |
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
VGSH |
VGSH |
72,897 |
$4.2m0.52% |
0.52% |
Added
+2.7k |
+2,705
3.9% |
| 49 |
ISHARES TR
7-10 YR TRSY BD
IEF |
IEF |
44,702 |
$4.2m0.52% |
0.52% |
Added
+1.0k |
+1,023
2.3% |
| 50 |
VANGUARD BD INDEX FDS
VANGUARD ULTRA
VUSB |
VUSB |
77,866 |
$3.9m0.48% |
0.48% |
Unchanged |
|
| 51 |
ISHARES TR
SHORT TREAS BD
SHV |
SHV |
34,898 |
$3.9m0.47% |
0.47% |
Reduced
-21.6k |
-21,591
-38.2% |
| 52 |
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B |
BRK.B |
7,555 |
$3.8m0.47% |
0.47% |
Added
+261 |
+261
3.6% |
| 53 |
SYNOPSYS INC
COM
SNPS |
SNPS |
8,340 |
$3.7m0.46% |
0.46% |
Added
+59 |
+59
0.7% |
| 54 |
SPDR SERIES TRUST
PORTFOLIO S&P500
SPYM |
SPYM |
40,918 |
$3.6m0.44% |
0.44% |
Unchanged |
|
| 55 |
META PLATFORMS INC
CL A
META |
META |
6,136 |
$3.5m0.43% |
0.43% |
Added
+428 |
+428
7.5% |
| 56 |
ADVANCED MICRO DEVICES INC
COM
AMD |
AMD |
5,949 |
$3.5m0.43% |
0.43% |
Added
+1.3k |
+1,272
27.2% |
| 57 |
ROBINHOOD MKTS INC
COM CL A
HOOD |
HOOD |
34,000 |
$3.4m0.42% |
0.42% |
Reduced
-178 |
-178
-0.5% |
| 58 |
TESLA INC
COM
TSLA |
TSLA |
7,812 |
$3.3m0.40% |
0.40% |
Added
+687 |
+687
9.6% |
| 59 |
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
GSY |
GSY |
65,104 |
$3.3m0.40% |
0.40% |
Added
+3.8k |
+3,819
6.2% |
| 60 |
DANAHER CORPORATION
COM
DHR |
DHR |
17,077 |
$3.3m0.40% |
0.40% |
Reduced
-852 |
-852
-4.8% |
| 61 |
CATERPILLAR INC
COM
CAT |
CAT |
2,877 |
$3.1m0.38% |
0.38% |
Added
+15 |
+15
0.5% |
| 62 |
LUMENTUM HLDGS INC
COM
LITE |
LITE |
3,328 |
$2.9m0.35% |
0.35% |
New |
|
| 63 |
LOWES COS INC
COM
LOW |
LOW |
12,819 |
$2.8m0.35% |
0.35% |
Reduced
-311 |
-311
-2.4% |
| 64 |
ORACLE CORP
COM
ORCL |
ORCL |
17,951 |
$2.6m0.32% |
0.32% |
Reduced
-919 |
-919
-4.9% |
| 65 |
ISHARES TR
RUSSELL 2000 ETF
IWM |
IWM |
8,738 |
$2.6m0.32% |
0.32% |
Added
+1.6k |
+1,599
22.4% |
| 66 |
SPDR INDEX SHS FDS
GLB NAT RESRCE
GNR |
GNR |
37,249 |
$2.5m0.31% |
0.31% |
Added
+5.1k |
+5,127
16.0% |
| 67 |
STRYKER CORPORATION
COM
SYK |
SYK |
7,668 |
$2.4m0.30% |
0.30% |
Reduced
-144 |
-144
-1.8% |
| 68 |
WALMART INC
COM
WMT |
WMT |
21,159 |
$2.4m0.29% |
0.29% |
Reduced
-232 |
-232
-1.1% |
| 69 |
VANGUARD INDEX FDS
S&P 500 ETF SHS
VOO |
VOO |
3,482 |
$2.4m0.29% |
0.29% |
Added
+293 |
+293
9.2% |
| 70 |
ISHARES TR
MSCI EMG MKT ETF
EEM |
EEM |
34,077 |
$2.3m0.29% |
0.29% |
Added
+904 |
+904
2.7% |
| 71 |
ISHARES INC
CORE MSCI EMKT
IEMG |
IEMG |
26,538 |
$2.2m0.27% |
0.27% |
Added
+142 |
+142
0.5% |
| 72 |
INTEL CORP
COM
INTC |
INTC |
15,249 |
$2.1m0.26% |
0.26% |
Reduced
-69.2k |
-69,188
-81.9% |
| 73 |
ISHARES BITCOIN TRUST ETF
SHS BEN INT
IBIT |
IBIT |
63,811 |
$2.1m0.26% |
0.26% |
Added
+35.5k |
+35,514
125.5% |
| 74 |
LAM RESEARCH CORP
COM NEW
LRCX |
LRCX |
4,686 |
$2.0m0.25% |
0.25% |
Added
+485 |
+485
11.5% |
| 75 |
FIDELITY WISE ORIGIN BITCOIN
SHS
FBTC |
FBTC |
39,742 |
$2.0m0.25% |
0.25% |
Reduced
-11.1k |
-11,110
-21.9% |
| 76 |
VISA INC
COM CL A
V |
V |
5,887 |
$2.0m0.25% |
0.25% |
Added
+739 |
+739
14.4% |
| 77 |
XYLEM INC
COM
XYL |
XYL |
17,060 |
$2.0m0.25% |
0.25% |
Added
+105 |
+105
0.6% |
| 78 |
KLA CORP
COM NEW
KLAC |
KLAC |
6,666 |
$2.0m0.25% |
0.25% |
Reduced
-324 |
-324
-4.6% |
| 79 |
SPDR SER TR
DJ REIT ETF
RWR |
RWR |
16,833 |
$1.9m0.23% |
0.23% |
Added
+1.5k |
+1,519
9.9% |
| 80 |
EATON CORP PLC
SHS
ETN |
ETN |
4,339 |
$1.8m0.23% |
0.23% |
Added
+27 |
+27
0.6% |
| 81 |
AMERICAN EXPRESS CO
COM
AXP |
AXP |
5,460 |
$1.8m0.23% |
0.23% |
Added
+118 |
+118
2.2% |
| 82 |
AMERICAN WTR WKS CO INC NEW
COM
AWK |
AWK |
13,953 |
$1.8m0.23% |
0.23% |
Reduced
-497 |
-497
-3.4% |
| 83 |
HONEYWELL INTL INC
COM
HON |
HON |
8,146 |
$1.8m0.22% |
0.22% |
New |
|
| 84 |
ISHARES TR
NATIONAL MUN ETF
MUB |
MUB |
16,832 |
$1.8m0.22% |
0.22% |
Added
+9.9k |
+9,946
144.4% |
| 85 |
ISHARES TR
CORE S&P MCP ETF
IJH |
IJH |
23,096 |
$1.8m0.22% |
0.22% |
Reduced
-818 |
-818
-3.4% |
| 86 |
HONEYWELL AEROSPACE INC
COM
HONA |
HONA |
8,017 |
$1.8m0.22% |
0.22% |
New |
|
| 87 |
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
VEA |
VEA |
24,859 |
$1.8m0.22% |
0.22% |
New |
|
| 88 |
ISHARES INC
MSCI EMRG CHN
EMXC |
EMXC |
17,121 |
$1.8m0.22% |
0.22% |
Added
+16.9k |
+16,933
9006.9% |
| 89 |
UNION PAC CORP
COM
UNP |
UNP |
6,200 |
$1.7m0.21% |
0.21% |
Added
+23 |
+23
0.4% |
| 90 |
VANGUARD MALVERN FDS
STRM INFPROIDX
VTIP |
VTIP |
33,068 |
$1.7m0.20% |
0.20% |
Added
+5.8k |
+5,848
21.5% |
| 91 |
MERCK & CO INC
COM
MRK |
MRK |
12,738 |
$1.6m0.20% |
0.20% |
Added
+183 |
+183
1.5% |
| 92 |
ISHARES TR
MSCI EAFE ETF
EFA |
EFA |
15,790 |
$1.6m0.20% |
0.20% |
Unchanged |
|
| 93 |
PHILIP MORRIS INTL INC
COM
PM |
PM |
8,935 |
$1.6m0.20% |
0.20% |
Added
+299 |
+299
3.5% |
| 94 |
TEXAS INSTRS INC
COM
TXN |
TXN |
5,396 |
$1.6m0.20% |
0.20% |
Added
+5 |
+5
0.1% |
| 95 |
CUMMINS INC
COM
CMI |
CMI |
2,199 |
$1.6m0.19% |
0.19% |
Added
+17 |
+17
0.8% |
| 96 |
ALTRIA GROUP INC
COM
MO |
MO |
20,268 |
$1.5m0.18% |
0.18% |
Added
+1.2k |
+1,219
6.4% |
| 97 |
FLEXSHARES TR
QLT DIV DEF IDX
QDEF |
QDEF |
14,489 |
$1.3m0.16% |
0.16% |
Added
+2.9k |
+2,877
24.8% |
| 98 |
ISHARES TR
BROAD USD HIGH
USHY |
USHY |
33,701 |
$1.2m0.15% |
0.15% |
Added
+973 |
+973
3.0% |
| 99 |
MASTERCARD INCORPORATED
CL A
MA |
MA |
2,422 |
$1.2m0.15% |
0.15% |
Added
+237 |
+237
10.8% |
| 100 |
AMERIPRISE FINL INC
COM
AMP |
AMP |
2,705 |
$1.2m0.15% |
0.15% |
Added
+91 |
+91
3.5% |