| Oracle Corp COM(ORCL) | COM | 68389X105 | $1.8M | 12,096 | 0.4% |
| Monolithic PWR SYS Inc COM(MPWR) | COM | 609839105 | $1.8M | 1,289 | 0.4% |
| Mcdonalds Corp COM(MCD) | COM | 580135101 | $1.8M | 6,735 | 0.4% |
| Sharkninja Inc COM SHS(SN) | COM | G8068L108 | $1.8M | 11,961 | 0.4% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $1.8M | 13,497 | 0.4% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $1.9M | 2,644 | 0.4% |
| Affirm Hldgs Inc COM CL A(AFRM) | COM | 00827B106 | $1.9M | 23,642 | 0.4% |
| Robinhood Mkts Inc COM CL A(HOOD) | COM | 770700102 | $1.9M | 19,344 | 0.4% |
| Nextera Energy Inc COM(NEE) | COM | 65339F101 | $2.0M | 22,401 | 0.4% |
| Xcel Energy Inc COM(XEL) | COM | 98389B100 | $2.0M | 24,727 | 0.4% |
| Union PAC Corp COM(UNP) | COM | 907818108 | $2.0M | 7,371 | 0.4% |
| Amphenol Corp CL A(APH) | COM | 032095101 | $2.0M | 11,426 | 0.4% |
| Prologis Inc. COM(PLD) | REIT | 74340W103 | $2.0M | 14,938 | 0.4% |
| State Street Spdr S&P Biotech ETF(XBI) | ETF | 78464A870 | $2.0M | 12,931 | 0.4% |
| Waste Mgmt Inc del COM(WM) | COM | 94106L109 | $2.1M | 9,333 | 0.4% |
| Citigroup Inc COM New(C) | COM | 172967424 | $2.1M | 14,949 | 0.4% |
| State Street Spdr Msci Eafe Strategicfactors ETF(QEFA) | ETF | 78463X434 | $2.1M | 22,063 | 0.4% |
| Ishares JP Morgan USD Emerging Markets Bond ETF(EMB) | ETF | 464288281 | $2.2M | 22,822 | 0.4% |
| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $2.3M | 6,345 | 0.5% |
| ATI Inc COM(ATI) | COM | 01741R102 | $2.4M | 11,925 | 0.5% |
| State Street Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $2.4M | 3,154 | 0.5% |
| Eaton Corp PLC SHS(ETN) | COM | G29183103 | $2.4M | 5,748 | 0.5% |
| GE Aerospace COM New(GE) | COM | 369604301 | $2.5M | 6,661 | 0.5% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $2.5M | 33,077 | 0.5% |
| Viking Holdings LTD ORD SHS(VIK) | COM | G93A5A101 | $2.5M | 23,882 | 0.5% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $2.5M | 34,372 | 0.5% |
| Taiwan Semiconductor Manufact Sponsored ADS(TSM) | ADR | 874039100 | $2.5M | 5,317 | 0.5% |
| Home Depot Inc COM(HD) | COM | 437076102 | $2.6M | 7,357 | 0.5% |
| Starbucks Corp COM(SBUX) | COM | 855244109 | $2.6M | 25,636 | 0.5% |
| TJX COS Inc New COM(TJX) | COM | 872540109 | $2.6M | 17,377 | 0.5% |
| Thermo Fisher Scientific Inc COM(TMO) | COM | 883556102 | $2.6M | 5,275 | 0.5% |
| Bank of Amer Corp COM(BAC) | COM | 060505104 | $2.7M | 48,026 | 0.6% |
| Abbvie Inc COM(ABBV) | COM | 00287Y109 | $2.9M | 11,341 | 0.6% |
| Morgan Stanley COM New(MS) | COM | 617446448 | $3.0M | 14,179 | 0.6% |
| Crowdstrike Hldgs Inc CL A(CRWD) | COM | 22788C105 | $3.1M | 4,037 | 0.6% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $3.1M | 31,596 | 0.6% |
| American Express Co COM(AXP) | COM | 025816109 | $3.3M | 9,628 | 0.7% |
| Walmart Inc COM(WMT) | COM | 931142103 | $3.3M | 29,515 | 0.7% |
| Parker-Hannifin Corp COM(PH) | COM | 701094104 | $3.4M | 3,501 | 0.7% |
| Johnson & Johnson COM(JNJ) | COM | 478160104 | $3.5M | 13,755 | 0.7% |
| LAM Research Corp COM New(LRCX) | COM | 512807306 | $3.6M | 8,400 | 0.7% |
| Mastercard Incorporated CL A(MA) | COM | 57636Q104 | $3.7M | 7,208 | 0.7% |
| Cadence Design System Inc COM(CDNS) | COM | 127387108 | $3.7M | 9,893 | 0.7% |
| Asml Hldg NV N Y Registry SHS(ASML) | ADR | N07059210 | $3.7M | 1,874 | 0.8% |
| Dell Technologies Inc CL C(DELL) | COM | 24703L202 | $3.8M | 8,785 | 0.8% |
| Ishares Russell Midcap ETF(IWR) | ETF | 464287499 | $3.8M | 34,431 | 0.8% |
| KLA Corp COM New(KLAC) | COM | 482480100 | $3.8M | 12,605 | 0.8% |
| Arista Networks Inc COM SHS(ANET) | COM | 040413205 | $3.8M | 22,416 | 0.8% |
| Chevron Corporation COM(CVX) | COM | 166764100 | $4.0M | 23,867 | 0.8% |
| ELI Lilly & Co COM(LLY) | COM | 532457108 | $4.0M | 3,314 | 0.8% |