| NVIDIA Corp. (NVDA) | $4.3B | 4.85% | 21,546,621 | +2,401,444 | Added |
| Apple Inc. (AAPL) | $3.4B | 3.83% | 11,766,109 | +923,928 | Added |
| Amazon.com Inc. (AMZN) | $2.3B | 2.63% | 9,827,316 | +796,024 | Added |
| Microsoft Corp. (MSFT) | $2.3B | 2.63% | 6,263,279 | +490,886 | Added |
| Alphabet Inc. (GOOGL) | $2.3B | 2.63% | 6,535,177 | +520,876 | Added |
| Vanguard S&P 500 (VOO) | $1.6B | 1.84% | 2,380,406 | +475,443 | Added |
| Alphabet Inc. (GOOG) | $1.6B | 1.77% | 4,451,703 | +473,463 | Added |
| Broadcom Inc. (AVGO) | $1.5B | 1.74% | 4,094,884 | +138,087 | Added |
| Vanguard Mid Cap Index ETF (VO) | $1.4B | 1.62% | 17,885,016 | +1,752,748 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $1.2B | 1.33% | 2,486,724 | +156,625 | Added |
| iShares Trust (SCZ) | $1.2B | 1.30% | 14,107,864 | +1,401,695 | Added |
| Meta Platforms, Inc. (META) | $1.1B | 1.26% | 1,991,523 | +1,277 | Held |
| Micron Technology Inc. (MU) | $1.1B | 1.24% | 956,863 | +63,612 | Added |
| Eli Lilly & Co. (LLY) | $1.1B | 1.18% | 876,181 | +95,451 | Added |
| Visa Inc. (V) | $953.7M | 1.07% | 2,779,790 | +297,277 | Added |
| Advanced Micro Devices Inc. (AMD) | $903.0M | 1.01% | 1,554,391 | +265,667 | Added |
| KLA Corp. (KLAC) | $874.0M | 0.98% | 2,896,810 | +1,019,650 | Added |
| Tesla, Inc. (TSLA) | $820.1M | 0.92% | 1,949,867 | +172,184 | Added |
| JPMorgan Chase & Co. (JPM) | $746.9M | 0.84% | 2,281,826 | +153,380 | Added |
| Applied Materials Inc. (AMAT) | $715.8M | 0.81% | 990,105 | +147,357 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $587.0M | 0.66% | 3,957,643 | +1,077,043 | Added |
| Linde plc (LIN) | $585.0M | 0.66% | 1,127,266 | +93,317 | Added |
| ExxonMobil Holdings Corp. (XOM) | $579.7M | 0.65% | 4,239,894 | -158,522 | Trimmed |
| Amphenol Corp. (APH) | $577.8M | 0.65% | 3,276,904 | +227,730 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $510.4M | 0.57% | 1,020,091 | +40,103 | Added |
| Lam Research Corp. (LRCX) | $505.6M | 0.57% | 1,166,699 | +195,248 | Added |
| Johnson & Johnson (JNJ) | $498.3M | 0.56% | 1,962,221 | +218,145 | Added |
| Intel Corp. (INTC) | $472.2M | 0.53% | 3,381,885 | +319,599 | Added |
| Cisco Systems, Inc. (CSCO) | $465.6M | 0.52% | 3,964,193 | +143,493 | Added |
| Dimensional ETF Trust (DFIS) | $458.8M | 0.52% | 13,098,700 | +1,713,272 | Added |
| ASML Holding N.V. (ASML) | $443.5M | 0.50% | 222,906 | +15,385 | Added |
| Caterpillar Inc. (CAT) | $442.1M | 0.50% | 415,152 | +73,940 | Added |
| Mastercard Inc. (MA) | $432.8M | 0.49% | 842,646 | +180,807 | Added |
| SPDR Ser Trust (SPYM) | $425.4M | 0.48% | 4,840,464 | -1,987,190 | Trimmed |
| General Electric Co. (GE) | $422.2M | 0.47% | 1,129,606 | -54,249 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $404.3M | 0.46% | 972,743 | +354,523 | Added |
| Bank of America Corp. (BAC) | $399.2M | 0.45% | 7,006,180 | +218,389 | Added |
| AbbVie Inc. (ABBV) | $393.0M | 0.44% | 1,561,703 | +248,535 | Added |
| Analog Devices Inc. (ADI) | $389.5M | 0.44% | 980,805 | -100,374 | Trimmed |
| Eaton Corp. plc (ETN) | $386.8M | 0.43% | 907,806 | +46,513 | Added |
| GE Vernova Inc. (GEV) | $386.6M | 0.43% | 329,090 | +11,755 | Added |
| Boeing Co. (BA) | $384.1M | 0.43% | 1,774,464 | -37,827 | Trimmed |
| AstraZeneca PLC (AZN) | $375.2M | 0.42% | 1,978,508 | +666,009 | Added |
| Novartis AG (NVS) | $374.0M | 0.42% | 2,386,527 | +150,371 | Added |
| Walmart Inc. (WMT) | $368.0M | 0.41% | 3,249,329 | +580,308 | Added |
| Merck & Co., Inc. (MRK) | $367.2M | 0.41% | 2,857,628 | -112,662 | Trimmed |
| Wells Fargo & Company (WFC) | $364.3M | 0.41% | 4,407,725 | +960,403 | Added |
| Vanguard Growth ETF (VUG) | $363.6M | 0.41% | 4,221,531 | -844,323 | Trimmed |
| Oracle Corp. (ORCL) | $345.9M | 0.39% | 2,360,543 | +214,050 | Added |
| Coca-Cola Co. (KO) | $345.8M | 0.39% | 4,255,482 | +33,870 | Added |
| Netflix Inc. (NFLX) | $332.6M | 0.37% | 4,658,045 | -524,080 | Trimmed |
| Home Depot, Inc. (HD) | $317.9M | 0.36% | 901,476 | -2,879 | Trimmed |
| Texas Instruments Inc. (TXN) | $313.2M | 0.35% | 1,050,677 | +133,080 | Added |
| iShares Trust (EFA) | $312.9M | 0.35% | 3,012,272 | -284,126 | Trimmed |
| Procter & Gamble Co. (PG) | $311.9M | 0.35% | 2,126,749 | +135,754 | Added |
| Chevron Corp. (CVX) | $296.5M | 0.33% | 1,788,593 | +92,990 | Added |
| Chubb Ltd. (CB) | $295.3M | 0.33% | 866,560 | +46,741 | Added |
| Costco Wholesale Corp. (COST) | $291.3M | 0.33% | 311,416 | +31,741 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $290.8M | 0.33% | 3,010,806 | +501,468 | Added |
| iShares Russell 1000 Value Inde (IWD) | $287.9M | 0.32% | 1,187,387 | -88,237 | Trimmed |
| Philip Morris International Inc. (PM) | $284.5M | 0.32% | 1,572,589 | +206,826 | Added |
| ROSS Stores, Inc. (ROST) | $284.3M | 0.32% | 1,335,611 | -247,252 | Trimmed |
| Deere & Co. (DE) | $281.1M | 0.32% | 443,220 | +45,447 | Added |
| RTX Corp. (RTX) | $281.1M | 0.32% | 1,481,439 | -29,183 | Trimmed |
| British American Tobacco p.l.c. (BTI) | $276.4M | 0.31% | 4,475,744 | +329,940 | Added |
| Vanguard Intl Equity Index F (VSS) | $275.4M | 0.31% | 1,784,720 | -31,254 | Trimmed |
| iShares Trust (IWR) | $273.1M | 0.31% | 2,475,295 | -439,980 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $270.1M | 0.30% | 267,047 | +8,069 | Added |
| Morgan Stanley (MS) | $269.1M | 0.30% | 1,287,190 | +225,092 | Added |
| Palo Alto Networks Inc. (PANW) | $269.0M | 0.30% | 788,937 | +20,354 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $268.3M | 0.30% | 535,154 | -15,053 | Trimmed |
| Citigroup Inc. (C) | $263.4M | 0.30% | 1,881,790 | +37,193 | Added |
| Seagate Technology Holdings plc (STX) | $256.9M | 0.29% | 266,259 | +52,262 | Added |
| Arch Capital Group Ltd. (ACGL) | $238.0M | 0.27% | 2,451,945 | +120,408 | Added |
| iShares Trust (IUSG) | $235.0M | 0.26% | 1,249,539 | -96,897 | Trimmed |
| Vanguard Scottsdale FDS (VTWO) | $233.4M | 0.26% | 1,922,657 | -993,515 | Trimmed |
| McDonald's Corp. (MCD) | $233.3M | 0.26% | 863,208 | -183,059 | Trimmed |
| Walt Disney Co. (DIS) | $233.0M | 0.26% | 2,420,638 | +594,894 | Added |
| UBS Group AG (UBS) | $228.3M | 0.26% | 4,605,772 | +478,758 | Added |
| NatWest Group plc (NWG) | $224.2M | 0.25% | 12,716,809 | -99,635 | Trimmed |
| Arista Networks, Inc. (ANET) | $224.0M | 0.25% | 1,318,316 | -459,476 | Trimmed |
| Vertex Pharmaceuticals Inc. (VRTX) | $222.8M | 0.25% | 448,631 | -105,393 | Trimmed |
| TJX Companies Inc. (TJX) | $218.9M | 0.25% | 1,444,728 | -104,559 | Trimmed |
| TotalEnergies SE (TTE) | $213.0M | 0.24% | 2,739,262 | +184,306 | Added |
| Progressive Corp. (PGR) | $211.8M | 0.24% | 969,543 | -8,727 | Trimmed |
| Monster Beverage Corp. (MNST) | $211.5M | 0.24% | 2,200,432 | +73,225 | Added |
| Western Digital Corp. (WDC) | $211.4M | 0.24% | 330,929 | -93,024 | Trimmed |
| Charles Schwab Corp. (SCHW) | $207.8M | 0.23% | 2,252,011 | -326,532 | Trimmed |
| ConocoPhillips (COP) | $207.1M | 0.23% | 1,992,008 | +16,605 | Added |
| American Express Co. (AXP) | $202.9M | 0.23% | 599,813 | +127,869 | Added |
| National Grid plc (NGG) | $202.6M | 0.23% | 2,444,770 | +177,305 | Added |
| Welltower Inc. (WELL) | $197.4M | 0.22% | 869,887 | +26,018 | Added |
| International Business Machines Corp. (IBM) | $196.9M | 0.22% | 700,149 | +79,288 | Added |
| Shopify Inc. (SHOP) | $195.5M | 0.22% | 1,712,569 | -172,070 | Trimmed |
| Barclays plc (BCS) | $193.0M | 0.22% | 7,184,522 | -1,926,878 | Trimmed |
| CVS Health Corp. (CVS) | $191.2M | 0.21% | 1,848,282 | +456,036 | Added |
| Union Pacific Corp. (UNP) | $190.7M | 0.21% | 701,207 | +85,690 | Added |
| Howmet Aerospace Inc. (HWM) | $187.4M | 0.21% | 696,873 | +32,501 | Added |
| iShares Trust (IWF) | $186.5M | 0.21% | 1,502,127 | -1,169,861 | Trimmed |
| United Rentals, Inc. (URI) | $182.4M | 0.20% | 161,016 | +9,216 | Added |