| iShares Core S&P 500 ETF (IVV) | $16.4B | 47.23% | 21,395,674 | +3,141,233 | Added |
| NVIDIA Corp. (NVDA) | $1.4B | 3.93% | 5,958,167 | -37,342 | Trimmed |
| Apple Inc. (AAPL) | $1.3B | 3.63% | 3,785,878 | -66,482 | Trimmed |
| Microsoft Corp. (MSFT) | $1.0B | 2.90% | 1,964,374 | -21,659 | Trimmed |
| Alphabet Inc. (GOOGL) | $543.6M | 1.57% | 1,579,960 | -9,419 | Trimmed |
| Amazon.com Inc. (AMZN) | $506.4M | 1.46% | 2,032,357 | +94,729 | Added |
| Broadcom Inc. (AVGO) | $436.0M | 1.26% | 1,241,456 | -2,235 | Trimmed |
| Alphabet Inc. (GOOG) | $431.4M | 1.24% | 1,266,114 | -28,721 | Trimmed |
| Meta Platforms, Inc. (META) | $392.6M | 1.13% | 541,319 | -16,891 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $284.5M | 0.82% | 860,067 | -8,949 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $260.3M | 0.75% | 425,561 | -2,438 | Trimmed |
| Micron Technology Inc. (MU) | $252.5M | 0.73% | 237,107 | -1,941 | Trimmed |
| Eli Lilly & Co. (LLY) | $240.5M | 0.69% | 207,843 | -1,179 | Trimmed |
| Tesla, Inc. (TSLA) | $181.9M | 0.52% | 512,718 | -1,664 | Trimmed |
| Visa Inc. (V) | $165.0M | 0.48% | 459,239 | -360 | Held |
| ExxonMobil Holdings Corp. (XOM) | $159.9M | 0.46% | 982,485 | -42,307 | Trimmed |
| Johnson & Johnson (JNJ) | $154.0M | 0.44% | 581,655 | -17,911 | Trimmed |
| Mastercard Inc. (MA) | $137.3M | 0.40% | 249,037 | -3,172 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $129.7M | 0.37% | 1,205,247 | -61,435 | Trimmed |
| Caterpillar Inc. (CAT) | $129.4M | 0.37% | 159,571 | -3,255 | Trimmed |
| Intel Corp. (INTC) | $125.4M | 0.36% | 1,042,762 | -11,073 | Trimmed |
| AbbVie Inc. (ABBV) | $121.9M | 0.35% | 465,844 | -19,684 | Trimmed |
| Lam Research Corp. (LRCX) | $118.2M | 0.34% | 359,468 | -19,914 | Trimmed |
| Applied Materials Inc. (AMAT) | $114.3M | 0.33% | 223,421 | -1,575 | Trimmed |
| Invesco QQQ Trust (QQQ) | $113.6M | 0.33% | 153,385 | +14,693 | Added |
| Bank of America Corp. (BAC) | $113.5M | 0.33% | 2,085,801 | +65,917 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $103.3M | 0.30% | 207,529 | -1,010 | Trimmed |
| Costco Wholesale Corp. (COST) | $101.9M | 0.29% | 111,955 | -1,762 | Trimmed |
| Walmart Inc. (WMT) | $98.8M | 0.28% | 950,473 | -182,229 | Trimmed |
| Chevron Corp. (CVX) | $98.2M | 0.28% | 480,737 | -32,722 | Trimmed |
| iShares Core S&P Mid-Cap ETF (IJH) | $95.6M | 0.28% | 1,328,462 | +4,068 | Added |
| Morgan Stanley (MS) | $92.5M | 0.27% | 491,849 | -6,708 | Trimmed |
| Merck & Co., Inc. (MRK) | $91.9M | 0.27% | 628,453 | -20,928 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $91.8M | 0.27% | 250,024 | -1,942 | Trimmed |
| Texas Instruments Inc. (TXN) | $91.6M | 0.26% | 326,980 | -11,706 | Trimmed |
| Netflix Inc. (NFLX) | $88.9M | 0.26% | 1,278,290 | -42,509 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $85.0M | 0.24% | 94,367 | +11,163 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $84.4M | 0.24% | 1,039,693 | 0 | Held |
| Home Depot, Inc. (HD) | $84.0M | 0.24% | 295,174 | +3,917 | Added |
| Coca-Cola Co. (KO) | $79.7M | 0.23% | 920,131 | -3,869 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $77.2M | 0.22% | 412,572 | +3,193 | Added |
| Thermo Fisher Scientific Inc. (TMO) | $76.5M | 0.22% | 113,246 | -2,070 | Trimmed |
| Amphenol Corp. (APH) | $76.0M | 0.22% | 900,536 | +11,740 | Added |
| Procter & Gamble Co. (PG) | $75.7M | 0.22% | 521,265 | -33,559 | Trimmed |
| Oracle Corp. (ORCL) | $75.5M | 0.22% | 549,666 | -14,183 | Trimmed |
| Philip Morris International Inc. (PM) | $74.4M | 0.21% | 390,149 | -27,298 | Trimmed |
| Analog Devices Inc. (ADI) | $74.3M | 0.21% | 187,393 | -4,014 | Trimmed |
| iShares Trust (SUB) | $71.1M | 0.20% | 680,590 | +5,300 | Added |
| Amgen Inc. (AMGN) | $70.5M | 0.20% | 167,256 | +8,294 | Added |
| Deere & Co. (DE) | $68.5M | 0.20% | 101,787 | +249 | Added |
| American Express Co. (AXP) | $67.4M | 0.19% | 221,677 | +1,790 | Added |
| RTX Corp. (RTX) | $66.9M | 0.19% | 360,401 | +6,900 | Added |
| General Electric Co. (GE) | $65.2M | 0.19% | 208,751 | -3,617 | Trimmed |
| KLA Corp. (KLAC) | $64.1M | 0.18% | 328,726 | -4,335 | Trimmed |
| Marathon Petroleum Corp. (MPC) | $63.0M | 0.18% | 159,313 | -7,519 | Trimmed |
| Vanguard FTSE All-World ex-US ETF (VEU) | $60.5M | 0.17% | 729,000 | 0 | Held |
| Valero Energy Corp. (VLO) | $60.4M | 0.17% | 155,825 | -3,748 | Trimmed |
| Walt Disney Co. (DIS) | $58.6M | 0.17% | 558,968 | +5,220 | Added |
| Wells Fargo & Company (WFC) | $58.6M | 0.17% | 732,371 | +8,539 | Added |
| Citigroup Inc. (C) | $58.3M | 0.17% | 449,881 | +30,247 | Added |
| Sandisk Corp. (SNDK) | $57.9M | 0.17% | 33,298 | +886 | Added |
| Union Pacific Corp. (UNP) | $56.5M | 0.16% | 207,477 | -276 | Trimmed |
| Eaton Corp. plc (ETN) | $56.2M | 0.16% | 130,867 | -596 | Trimmed |
| Seagate Technology Holdings plc (STX) | $56.1M | 0.16% | 60,790 | -29 | Held |
| VG Totl STK Vprs (VTI) | $50.8M | 0.15% | 135,780 | +166 | Added |
| Qualcomm Inc. (QCOM) | $50.7M | 0.15% | 275,465 | -6,961 | Trimmed |
| Booking Holdings Inc. (BKNG) | $50.2M | 0.14% | 308,285 | +12,760 | Added |
| Palo Alto Networks Inc. (PANW) | $49.9M | 0.14% | 125,526 | +2,392 | Added |
| Linde plc (LIN) | $48.8M | 0.14% | 102,899 | -2,932 | Trimmed |
| Capital One Financial Corp. (COF) | $48.5M | 0.14% | 251,383 | +3,423 | Added |
| TJX Companies Inc. (TJX) | $48.4M | 0.14% | 365,688 | -55,530 | Trimmed |
| iShares Trust (EFA) | $47.7M | 0.14% | 459,150 | 0 | Held |
| McDonald's Corp. (MCD) | $47.7M | 0.14% | 206,497 | +3,120 | Added |
| Abbott Laboratories (ABT) | $46.6M | 0.13% | 471,499 | -8,511 | Trimmed |
| BlackRock, Inc. (BLK) | $45.6M | 0.13% | 43,124 | +70 | Added |
| Phillips 66 (PSX) | $45.6M | 0.13% | 178,547 | +3,181 | Added |
| Gilead Sciences, Inc. (GILD) | $44.5M | 0.13% | 298,739 | -38,166 | Trimmed |
| PepsiCo Inc. (PEP) | $44.3M | 0.13% | 349,592 | -11,428 | Trimmed |
| Arista Networks, Inc. (ANET) | $43.3M | 0.13% | 212,471 | +7,020 | Added |
| CSX Corp. (CSX) | $42.8M | 0.12% | 921,273 | +31,421 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $42.6M | 0.12% | 161,037 | +761 | Added |
| ConocoPhillips (COP) | $42.6M | 0.12% | 340,091 | -6,598 | Trimmed |
| Charles Schwab Corp. (SCHW) | $42.3M | 0.12% | 433,286 | +53,929 | Added |
| International Business Machines Corp. (IBM) | $42.2M | 0.12% | 191,787 | -65 | Held |
| Western Digital Corp. (WDC) | $41.9M | 0.12% | 92,293 | -1,450 | Trimmed |
| McKesson Corp. (MCK) | $41.9M | 0.12% | 49,011 | +6,190 | Added |
| Altria Group, Inc. (MO) | $41.7M | 0.12% | 609,427 | +4,280 | Added |
| Automatic Data Processing Inc. (ADP) | $40.2M | 0.12% | 154,738 | -284 | Trimmed |
| Parker-Hannifin Corp. (PH) | $39.9M | 0.12% | 41,725 | -55 | Trimmed |
| Welltower Inc. (WELL) | $38.5M | 0.11% | 167,393 | +2,445 | Added |
| Danaher Corp. (DHR) | $38.5M | 0.11% | 173,239 | -3,944 | Trimmed |
| Verizon Communications Inc. (VZ) | $37.2M | 0.11% | 810,976 | -13,979 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $37.1M | 0.11% | 91,271 | -6,395 | Trimmed |
| AT&T Inc. (T) | $36.1M | 0.10% | 1,477,736 | -158,380 | Trimmed |
| PNC Financial Services Group, Inc. (PNC) | $35.9M | 0.10% | 161,301 | +2,160 | Added |
| Salesforce, Inc. (CRM) | $34.8M | 0.10% | 151,299 | -310 | Trimmed |
| Marriott International Inc. (MAR) | $34.8M | 0.10% | 97,770 | -10,703 | Trimmed |
| Lowe's Companies Inc. (LOW) | $34.4M | 0.10% | 186,738 | -6,999 | Trimmed |
| Boeing Co. (BA) | $34.4M | 0.10% | 184,652 | +737 | Added |
| Adobe Inc. (ADBE) | $33.9M | 0.10% | 141,298 | +12,294 | Added |