| NVIDIA Corp. (NVDA) | $1.8B | 5.29% | 8,777,517 | -72,117 | Trimmed |
| Apple Inc. (AAPL) | $1.5B | 4.51% | 5,179,441 | -15,026 | Trimmed |
| Microsoft Corp. (MSFT) | $959.1M | 2.89% | 2,571,170 | -16,345 | Trimmed |
| Amazon.com Inc. (AMZN) | $901.3M | 2.71% | 3,781,681 | -203,135 | Trimmed |
| Broadcom Inc. (AVGO) | $791.9M | 2.38% | 2,096,422 | -12,201 | Trimmed |
| Alphabet Inc. (GOOGL) | $742.0M | 2.23% | 2,076,373 | +99,083 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $628.3M | 1.89% | 7,584,431 | 0 | Held |
| iShares Trust (EEM) | $624.7M | 1.88% | 9,131,302 | 0 | Held |
| Alphabet Inc. (GOOG) | $582.1M | 1.75% | 1,647,584 | +65,278 | Added |
| Dimensional ETF Trust (DFAE) | $509.4M | 1.53% | 12,668,769 | 0 | Held |
| Micron Technology Inc. (MU) | $492.9M | 1.48% | 426,977 | -13,910 | Trimmed |
| Meta Platforms, Inc. (META) | $437.7M | 1.32% | 777,021 | +73,049 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $368.8M | 1.11% | 737,029 | -4,268 | Trimmed |
| Tesla, Inc. (TSLA) | $349.4M | 1.05% | 830,752 | +24,941 | Added |
| Applied Materials Inc. (AMAT) | $336.3M | 1.01% | 465,079 | -1,834 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $283.5M | 0.85% | 865,976 | -9,655 | Trimmed |
| Johnson & Johnson (JNJ) | $277.3M | 0.83% | 1,091,806 | -121,005 | Trimmed |
| Visa Inc. (V) | $249.7M | 0.75% | 727,656 | -8,327 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $248.2M | 0.75% | 2,112,867 | -630,919 | Trimmed |
| Caterpillar Inc. (CAT) | $245.9M | 0.74% | 230,879 | -2,049 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $240.3M | 0.72% | 413,666 | +67,435 | Added |
| Vanguard Total Bond Market ETF (BND) | $236.8M | 0.71% | 3,226,351 | +11,055 | Added |
| Eli Lilly & Co. (LLY) | $235.6M | 0.71% | 196,413 | +28,134 | Added |
| Vanguard S&P 500 (VOO) | $226.4M | 0.68% | 329,590 | +12,215 | Added |
| KLA Corp. (KLAC) | $205.1M | 0.62% | 679,931 | -3,929 | Trimmed |
| AbbVie Inc. (ABBV) | $198.9M | 0.60% | 790,416 | -4,154 | Trimmed |
| General Electric Co. (GE) | $196.5M | 0.59% | 525,666 | -3,541 | Trimmed |
| International Business Machines Corp. (IBM) | $193.2M | 0.58% | 687,112 | +18,016 | Added |
| ExxonMobil Holdings Corp. (XOM) | $189.3M | 0.57% | 1,384,323 | -16,685 | Trimmed |
| Chevron Corp. (CVX) | $189.1M | 0.57% | 1,141,026 | -4,782 | Trimmed |
| Bank of America Corp. (BAC) | $184.9M | 0.56% | 3,245,743 | -139,088 | Trimmed |
| Mastercard Inc. (MA) | $184.4M | 0.56% | 359,125 | -3,437 | Trimmed |
| Costco Wholesale Corp. (COST) | $180.9M | 0.55% | 193,386 | -1,059 | Trimmed |
| Intel Corp. (INTC) | $176.9M | 0.53% | 1,266,576 | +269,492 | Added |
| Walmart Inc. (WMT) | $160.5M | 0.48% | 1,417,342 | -220,861 | Trimmed |
| Home Depot, Inc. (HD) | $156.7M | 0.47% | 444,407 | -2,163 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $152.0M | 0.46% | 150,321 | -18,819 | Trimmed |
| Equinix Inc. (EQIX) | $150.2M | 0.45% | 144,058 | -145 | Trimmed |
| Prologis, Inc. (PLD) | $147.7M | 0.45% | 1,090,167 | -1,538 | Trimmed |
| Coca-Cola Co. (KO) | $147.3M | 0.44% | 1,812,825 | -8,998 | Trimmed |
| Morgan Stanley (MS) | $143.7M | 0.43% | 687,485 | -102,105 | Trimmed |
| Philip Morris International Inc. (PM) | $142.6M | 0.43% | 788,229 | -48,395 | Trimmed |
| Citigroup Inc. (C) | $139.3M | 0.42% | 995,597 | -90,905 | Trimmed |
| Wells Fargo & Company (WFC) | $136.7M | 0.41% | 1,654,140 | -13,862 | Trimmed |
| Amgen Inc. (AMGN) | $124.3M | 0.37% | 343,295 | -970 | Trimmed |
| Welltower Inc. (WELL) | $122.0M | 0.37% | 537,415 | +124 | Held |
| Qualcomm Inc. (QCOM) | $118.8M | 0.36% | 643,028 | -5,166 | Trimmed |
| American Express Co. (AXP) | $118.2M | 0.36% | 349,492 | -22,965 | Trimmed |
| Netflix Inc. (NFLX) | $115.1M | 0.35% | 1,611,411 | +278,791 | Added |
| Lam Research Corp. (LRCX) | $113.8M | 0.34% | 262,717 | -2,470 | Trimmed |
| Howmet Aerospace Inc. (HWM) | $110.0M | 0.33% | 409,192 | -1,090 | Trimmed |
| Ebay Inc. (EBAY) | $108.3M | 0.33% | 969,172 | -2,712 | Trimmed |
| Salesforce, Inc. (CRM) | $106.4M | 0.32% | 678,869 | -27,125 | Trimmed |
| Hewlett Packard Enterprise Co. (HPE) | $104.9M | 0.32% | 2,324,701 | -1,958,426 | Trimmed |
| ServiceNow, Inc. (NOW) | $103.8M | 0.31% | 1,045,404 | +823,277 | Added |
| Booking Holdings Inc. (BKNG) | $103.7M | 0.31% | 581,759 | -8,341 | Trimmed |
| Texas Instruments Inc. (TXN) | $101.6M | 0.31% | 340,996 | -1,537 | Trimmed |
| Procter & Gamble Co. (PG) | $101.5M | 0.31% | 692,152 | -54,978 | Trimmed |
| Charles Schwab Corp. (SCHW) | $101.1M | 0.30% | 1,095,623 | -35,857 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $100.1M | 0.30% | 199,638 | -1,716 | Trimmed |
| NetApp, Inc. (NTAP) | $99.3M | 0.30% | 641,894 | -141,060 | Trimmed |
| Vanguard Small Cap Value ETF (VBR) | $92.9M | 0.28% | 382,480 | 0 | Held |
| Walt Disney Co. (DIS) | $91.8M | 0.28% | 954,087 | -11,396 | Trimmed |
| CVS Health Corp. (CVS) | $90.5M | 0.27% | 874,603 | -2,119 | Trimmed |
| Cardinal Health Inc. (CAH) | $89.5M | 0.27% | 376,553 | -770 | Trimmed |
| Verizon Communications Inc. (VZ) | $88.6M | 0.27% | 2,093,426 | -18,324 | Trimmed |
| Union Pacific Corp. (UNP) | $85.9M | 0.26% | 315,938 | -1,286 | Trimmed |
| Adobe Inc. (ADBE) | $85.7M | 0.26% | 418,231 | +58,745 | Added |
| Pfizer Inc. (PFE) | $83.4M | 0.25% | 3,464,888 | -10,082 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $82.3M | 0.25% | 206,931 | -1,013 | Trimmed |
| Bristol-Myers Squibb Co. (BMY) | $80.9M | 0.24% | 1,404,516 | -3,470 | Trimmed |
| Regeneron Pharmaceuticals, Inc. (REGN) | $79.7M | 0.24% | 127,869 | -416 | Trimmed |
| Parker-Hannifin Corp. (PH) | $79.4M | 0.24% | 81,210 | -317 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $79.3M | 0.24% | 190,780 | -1,581 | Trimmed |
| Uber Technologies, Inc. (UBER) | $76.5M | 0.23% | 1,060,695 | -9,423 | Trimmed |
| Ventas, Inc. (VTR) | $75.9M | 0.23% | 854,307 | +1,270 | Added |
| ConocoPhillips (COP) | $75.5M | 0.23% | 726,412 | -4,238 | Trimmed |
| Vanguard Scottsdale FDS (VGIT) | $75.2M | 0.23% | 1,275,570 | 0 | Held |
| United Rentals, Inc. (URI) | $74.9M | 0.23% | 66,148 | -217 | Trimmed |
| Johnson Controls International plc (JCI) | $74.1M | 0.22% | 507,406 | -1,806 | Trimmed |
| Oracle Corp. (ORCL) | $73.3M | 0.22% | 500,181 | +140,083 | Added |
| Chubb Ltd. (CB) | $73.0M | 0.22% | 214,269 | -42,362 | Trimmed |
| Sandisk Corp. (SNDK) | $70.7M | 0.21% | 31,109 | -234 | Trimmed |
| HCA Healthcare, Inc. (HCA) | $68.1M | 0.20% | 174,618 | -618 | Trimmed |
| Yum! Brands, Inc. (YUM) | $67.7M | 0.20% | 423,392 | -1,059 | Trimmed |
| Merck & Co., Inc. (MRK) | $66.7M | 0.20% | 518,855 | -8,224 | Trimmed |
| GE Vernova Inc. (GEV) | $66.3M | 0.20% | 56,453 | -783 | Trimmed |
| Workday, Inc. (WDAY) | $66.1M | 0.20% | 540,288 | +199,830 | Added |
| Marvell Technology, Inc. (MRVL) | $66.1M | 0.20% | 221,936 | +140,936 | Added |
| Northrop Grumman Corp. (NOC) | $65.5M | 0.20% | 128,610 | -282 | Trimmed |
| MKS Inc. (MKSI) | $64.9M | 0.20% | 145,960 | -12,486 | Trimmed |
| Comcast Corp. (CMCSA) | $64.8M | 0.20% | 2,638,153 | -13,571 | Trimmed |
| Corteva, Inc. (CTVA) | $63.9M | 0.19% | 754,503 | -2,312 | Trimmed |
| TransDigm Group Inc. (TDG) | $61.2M | 0.18% | 45,966 | -242 | Trimmed |
| General Motors Co. (GM) | $60.7M | 0.18% | 787,996 | -2,544 | Trimmed |
| Curtiss Wright Corp. (CW) | $60.6M | 0.18% | 79,978 | -6,993 | Trimmed |
| nVent Electric plc (NVT) | $59.7M | 0.18% | 351,824 | -30,553 | Trimmed |
| American Tower Corp. (AMT) | $58.7M | 0.18% | 358,947 | -1,542 | Trimmed |
| Colgate-Palmolive Co. (CL) | $58.7M | 0.18% | 640,365 | -3,072 | Trimmed |
| Emerson Electric Co. (EMR) | $58.4M | 0.18% | 407,683 | -1,680 | Trimmed |