| Apple Inc. (AAPL) | $1.2B | 5.43% | 4,274,243 | -48,243 | Trimmed |
| NVIDIA Corp. (NVDA) | $1.0B | 4.53% | 5,152,698 | +8,321 | Added |
| Alphabet Inc. (GOOGL) | $953.7M | 4.19% | 2,668,769 | -25,086 | Trimmed |
| Microsoft Corp. (MSFT) | $810.3M | 3.56% | 2,172,142 | +9,792 | Added |
| Amazon.com Inc. (AMZN) | $623.0M | 2.73% | 2,613,793 | -423 | Held |
| Broadcom Inc. (AVGO) | $542.9M | 2.38% | 1,437,167 | -45,678 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $424.8M | 1.86% | 1,297,817 | -52,877 | Trimmed |
| SPDR S&P 500 (SPY) | $370.7M | 1.63% | 496,436 | -5,067 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $356.8M | 1.57% | 476,427 | +8,057 | Added |
| Commerce Bancshares Inc. (CBSH) | $316.0M | 1.39% | 5,472,030 | -1,538,259 | Trimmed |
| iShares Trust (IWS) | $314.8M | 1.38% | 1,912,761 | -67,691 | Trimmed |
| Caterpillar Inc. (CAT) | $287.9M | 1.26% | 270,388 | +10,906 | Added |
| Alphabet Inc. (GOOG) | $274.6M | 1.21% | 777,110 | -10,795 | Trimmed |
| Morgan Stanley (MS) | $255.0M | 1.12% | 1,219,953 | -66,058 | Trimmed |
| Johnson & Johnson (JNJ) | $251.6M | 1.10% | 990,481 | +18,546 | Added |
| Eli Lilly & Co. (LLY) | $235.4M | 1.03% | 196,251 | +5,021 | Added |
| Visa Inc. (V) | $234.8M | 1.03% | 684,312 | -10,889 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $226.7M | 0.99% | 1,657,796 | -11,992 | Trimmed |
| iShares Trust (IWF) | $224.2M | 0.98% | 1,805,561 | -52,743 | Trimmed |
| iShares Russell Mid-Cap Growth ETF (IWP) | $223.1M | 0.98% | 1,523,545 | -94,353 | Trimmed |
| Meta Platforms, Inc. (META) | $220.2M | 0.97% | 390,909 | -23,280 | Trimmed |
| Procter & Gamble Co. (PG) | $209.3M | 0.92% | 1,427,236 | -23,908 | Trimmed |
| iShares Russell 2000 ETF (IWM) | $206.7M | 0.91% | 688,092 | +6,462 | Added |
| Palo Alto Networks Inc. (PANW) | $201.3M | 0.88% | 590,311 | +5,212 | Added |
| United Parcel Service Inc. (UPS) | $187.1M | 0.82% | 1,740,607 | -2,293 | Trimmed |
| iShares Trust (IBB) | $172.9M | 0.76% | 909,315 | +27,683 | Added |
| nVent Electric plc (NVT) | $163.1M | 0.72% | 961,845 | -145,373 | Trimmed |
| iShares Russell 1000 Value Inde (IWD) | $160.9M | 0.71% | 663,733 | -43,069 | Trimmed |
| Merck & Co., Inc. (MRK) | $159.2M | 0.70% | 1,238,538 | +50,507 | Added |
| iShares Trust (IWR) | $158.8M | 0.70% | 1,439,471 | -38,477 | Trimmed |
| NextEra Energy Inc. (NEE) | $142.0M | 0.62% | 1,618,174 | +107,320 | Added |
| Union Pacific Corp. (UNP) | $140.9M | 0.62% | 518,029 | +3,228 | Added |
| Parker-Hannifin Corp. (PH) | $140.6M | 0.62% | 143,758 | -351 | Trimmed |
| McDonald's Corp. (MCD) | $139.6M | 0.61% | 516,595 | -3,976 | Trimmed |
| Walmart Inc. (WMT) | $139.4M | 0.61% | 1,230,691 | -10,186 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $139.1M | 0.61% | 278,038 | -3,039 | Trimmed |
| VG Totl STK Vprs (VTI) | $136.9M | 0.60% | 370,029 | +85,054 | Added |
| AbbVie Inc. (ABBV) | $134.6M | 0.59% | 534,937 | -10,135 | Trimmed |
| Vanguard S&P 500 (VOO) | $134.3M | 0.59% | 195,515 | +9,898 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $127.8M | 0.56% | 254,838 | -8,533 | Trimmed |
| Vanguard Ftse Developed Markets (VEA) | $123.6M | 0.54% | 1,735,215 | +90,235 | Added |
| RTX Corp. (RTX) | $121.3M | 0.53% | 639,400 | -9,341 | Trimmed |
| Lowe's Companies Inc. (LOW) | $117.0M | 0.51% | 530,801 | -6,142 | Trimmed |
| Costco Wholesale Corp. (COST) | $110.3M | 0.48% | 117,857 | +880 | Added |
| iShares Trust (IWB) | $107.5M | 0.47% | 262,586 | -1,278 | Trimmed |
| Select Sector SPDR Trust (XLB) | $105.0M | 0.46% | 2,065,807 | +29,167 | Added |
| McKesson Corp. (MCK) | $103.9M | 0.46% | 137,489 | -1,958 | Trimmed |
| Home Depot, Inc. (HD) | $103.7M | 0.46% | 294,005 | -11,575 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $102.8M | 0.45% | 176,903 | +63,147 | Added |
| American Electric Power Co. Inc. (AEP) | $100.8M | 0.44% | 736,935 | +21,559 | Added |
| Micron Technology Inc. (MU) | $99.6M | 0.44% | 86,245 | +45,406 | Added |
| Chevron Corp. (CVX) | $98.8M | 0.43% | 596,079 | -7,898 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $98.7M | 0.43% | 840,564 | -57,992 | Trimmed |
| SPDR S&P MidCap 400 ETF (MDY) | $98.1M | 0.43% | 139,449 | -1,705 | Trimmed |
| Energy Transfer LP (ET) | $96.1M | 0.42% | 5,025,345 | -3,352 | Held |
| iShares Trust (EFA) | $93.5M | 0.41% | 900,221 | +4,025 | Added |
| Amgen Inc. (AMGN) | $92.9M | 0.41% | 256,448 | -3,459 | Trimmed |
| Mastercard Inc. (MA) | $90.3M | 0.40% | 175,894 | +933 | Added |
| PepsiCo Inc. (PEP) | $89.0M | 0.39% | 657,437 | -19,486 | Trimmed |
| Northrop Grumman Corp. (NOC) | $88.6M | 0.39% | 173,897 | -1,775 | Trimmed |
| Texas Instruments Inc. (TXN) | $87.7M | 0.39% | 294,181 | -1,750 | Trimmed |
| Motorola Solutions, Inc. (MSI) | $85.7M | 0.38% | 206,312 | +3,475 | Added |
| iShares Trust (IWO) | $85.2M | 0.37% | 216,194 | -49,441 | Trimmed |
| Lockheed Martin Corp. (LMT) | $83.4M | 0.37% | 163,693 | -716 | Trimmed |
| Emerson Electric Co. (EMR) | $82.7M | 0.36% | 577,581 | +8,370 | Added |
| TE Connectivity plc (TEL) | $82.3M | 0.36% | 408,099 | -6,324 | Trimmed |
| Invesco QQQ Trust (QQQ) | $81.9M | 0.36% | 111,281 | +7,295 | Added |
| iShares Trust (IWL) | $80.6M | 0.35% | 435,916 | +82,429 | Added |
| Eaton Corp. plc (ETN) | $80.3M | 0.35% | 188,369 | -458 | Trimmed |
| Capital One Financial Corp. (COF) | $80.1M | 0.35% | 399,359 | -24,794 | Trimmed |
| US Foods Holding Corp. (USFD) | $77.1M | 0.34% | 753,951 | -7,864 | Trimmed |
| Trane Technologies plc (TT) | $74.1M | 0.33% | 150,857 | -3,983 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $73.7M | 0.32% | 386,719 | +2,464 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $71.8M | 0.32% | 866,446 | +82,413 | Added |
| Deere & Co. (DE) | $69.7M | 0.31% | 109,943 | -1,037 | Trimmed |
| Vanguard Ftse Emerging Markets (VWO) | $69.3M | 0.30% | 1,161,053 | +15,931 | Added |
| iShares Trust (IWN) | $68.7M | 0.30% | 310,507 | -11,128 | Trimmed |
| iShares Core S&P Mid-Cap ETF (IJH) | $67.2M | 0.29% | 870,881 | +97,760 | Added |
| Bank of America Corp. (BAC) | $66.2M | 0.29% | 1,162,453 | -5,108 | Trimmed |
| Booking Holdings Inc. (BKNG) | $65.3M | 0.29% | 366,169 | -14,881 | Trimmed |
| GE Vernova Inc. (GEV) | $64.5M | 0.28% | 54,888 | -2,944 | Trimmed |
| Uber Technologies, Inc. (UBER) | $63.7M | 0.28% | 883,314 | -75,554 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $62.5M | 0.27% | 61,807 | -1,298 | Trimmed |
| iShares Trust (IWV) | $61.9M | 0.27% | 145,100 | -298 | Trimmed |
| Waste Management Inc. (WM) | $60.9M | 0.27% | 273,130 | -140 | Held |
| Oracle Corp. (ORCL) | $60.7M | 0.27% | 414,252 | -6,374 | Trimmed |
| Keysight Technologies, Inc. (KEYS) | $60.3M | 0.26% | 172,117 | +66,846 | Added |
| Vanguard Whitehall FDS (VYM) | $57.9M | 0.25% | 366,684 | -2,275 | Trimmed |
| Walt Disney Co. (DIS) | $57.1M | 0.25% | 593,221 | -88,232 | Trimmed |
| Tesla, Inc. (TSLA) | $54.3M | 0.24% | 129,078 | -5,874 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $53.6M | 0.23% | 555,218 | +24,098 | Added |
| Vanguard Scottsdale FDS (VONG) | $53.6M | 0.23% | 419,053 | +59,583 | Added |
| Coca-Cola Co. (KO) | $52.9M | 0.23% | 651,120 | -7,239 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $51.7M | 0.23% | 124,329 | +4,343 | Added |
| Linde plc (LIN) | $50.9M | 0.22% | 98,126 | +19,663 | Added |
| T-Mobile US, Inc. (TMUS) | $50.7M | 0.22% | 302,129 | -169,117 | Trimmed |
| TJX Companies Inc. (TJX) | $49.0M | 0.21% | 323,332 | +535 | Added |
| Honeywell International Inc. (HON) | $48.4M | 0.21% | 216,271 | -208,728 | Trimmed |
| Honeywell Aerospace Inc. (HONA) | $47.8M | 0.21% | 216,276 | +216,276 | New position |
| Netflix Inc. (NFLX) | $47.6M | 0.21% | 667,253 | -57,631 | Trimmed |