| NVIDIA Corp. (NVDA) | $2.0B | 3.41% | 9,916,316 | -203,277 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.5B | 2.63% | 6,419,159 | +553,312 | Added |
| Apple Inc. (AAPL) | $1.4B | 2.36% | 4,752,770 | -302,693 | Trimmed |
| Microsoft Corp. (MSFT) | $1.3B | 2.27% | 3,535,167 | -71,878 | Trimmed |
| Alphabet Inc. (GOOG) | $1.1B | 1.82% | 2,994,772 | +212,185 | Added |
| Alphabet Inc. (GOOGL) | $982.3M | 1.69% | 2,748,695 | +177,769 | Added |
| Thrivent ETF Trust (TILC) | $841.7M | 1.45% | 33,204,703 | +33,204,703 | New position |
| Broadcom Inc. (AVGO) | $765.2M | 1.31% | 2,025,628 | -142,871 | Trimmed |
| Meta Platforms, Inc. (META) | $751.0M | 1.29% | 1,333,275 | -52,070 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $733.5M | 1.26% | 980,103 | +16,889 | Added |
| JPMorgan Chase & Co. (JPM) | $586.6M | 1.01% | 1,791,980 | -8,130 | Trimmed |
| Tesla, Inc. (TSLA) | $510.7M | 0.88% | 1,214,204 | -138,366 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $489.5M | 0.84% | 842,788 | +90,652 | Added |
| Eli Lilly & Co. (LLY) | $475.6M | 0.82% | 396,540 | -72,306 | Trimmed |
| Lam Research Corp. (LRCX) | $465.8M | 0.80% | 1,075,010 | -308,940 | Trimmed |
| Micron Technology Inc. (MU) | $414.2M | 0.71% | 358,825 | +187,709 | Added |
| Visa Inc. (V) | $409.1M | 0.70% | 1,192,382 | +2,509 | Added |
| Morgan Stanley (MS) | $371.1M | 0.64% | 1,775,349 | -201,729 | Trimmed |
| Johnson & Johnson (JNJ) | $370.5M | 0.64% | 1,458,722 | +153,620 | Added |
| Cisco Systems, Inc. (CSCO) | $359.8M | 0.62% | 3,063,424 | +61,186 | Added |
| SPDR S&P 500 (SPY) | $351.8M | 0.60% | 471,060 | -75,230 | Trimmed |
| Bank of America Corp. (BAC) | $339.6M | 0.58% | 5,959,547 | +75,080 | Added |
| Caterpillar Inc. (CAT) | $328.4M | 0.56% | 308,430 | -203,822 | Trimmed |
| Applied Materials Inc. (AMAT) | $324.9M | 0.56% | 449,455 | +351,070 | Added |
| Wells Fargo & Company (WFC) | $316.3M | 0.54% | 3,827,289 | -3,105 | Held |
| General Electric Co. (GE) | $315.0M | 0.54% | 842,863 | -35,445 | Trimmed |
| Walmart Inc. (WMT) | $315.0M | 0.54% | 2,780,915 | +478,616 | Added |
| Merck & Co., Inc. (MRK) | $300.7M | 0.52% | 2,340,397 | -11,272 | Trimmed |
| Thrivent ETF Trust (TMVE) | $288.5M | 0.50% | 16,032,013 | -1,630,129 | Trimmed |
| Fastenal Co. (FAST) | $287.8M | 0.49% | 5,991,491 | -236,569 | Trimmed |
| Arista Networks, Inc. (ANET) | $284.6M | 0.49% | 1,675,635 | +114,573 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $274.4M | 0.47% | 548,419 | +179,230 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $274.3M | 0.47% | 574,629 | -496,012 | Trimmed |
| TD Synnex Corp. (SNX) | $249.3M | 0.43% | 932,469 | -88,411 | Trimmed |
| Constellation Energy Corp. (CEG) | $239.8M | 0.41% | 965,662 | +72,583 | Added |
| Netflix Inc. (NFLX) | $229.3M | 0.39% | 3,210,923 | -1,015,598 | Trimmed |
| GE Vernova Inc. (GEV) | $224.1M | 0.39% | 190,786 | +124,510 | Added |
| Enterprise Products Partners L.P. (EPD) | $222.8M | 0.38% | 6,060,053 | +1,471,530 | Added |
| Onto Innovation Inc. (ONTO) | $222.0M | 0.38% | 586,721 | -152,571 | Trimmed |
| iShares Broad Usd High Yld Corp. (USHY) | $220.4M | 0.38% | 5,954,526 | -260,529 | Trimmed |
| Vanguard S&P 500 (VOO) | $219.0M | 0.38% | 319,111 | -137,083 | Trimmed |
| Capital One Financial Corp. (COF) | $216.3M | 0.37% | 1,077,942 | +37,667 | Added |
| CSX Corp. (CSX) | $215.9M | 0.37% | 4,542,344 | +437,053 | Added |
| ConocoPhillips (COP) | $212.9M | 0.37% | 2,048,261 | +49,990 | Added |
| Home Depot, Inc. (HD) | $209.8M | 0.36% | 594,773 | -63,986 | Trimmed |
| Qualcomm Inc. (QCOM) | $209.1M | 0.36% | 1,131,486 | -254,826 | Trimmed |
| Entergy Corp. (ETR) | $208.5M | 0.36% | 1,814,941 | +4,589 | Added |
| Emcor Group, Inc. (EME) | $202.1M | 0.35% | 243,512 | -3,775 | Trimmed |
| Labcorp Holdings Inc. (LH) | $199.4M | 0.34% | 712,300 | +10,662 | Added |
| Parker-Hannifin Corp. (PH) | $196.5M | 0.34% | 200,919 | -50,232 | Trimmed |
| Eaton Corp. plc (ETN) | $192.7M | 0.33% | 452,316 | +16,555 | Added |
| Devon Energy Corp. (DVN) | $191.9M | 0.33% | 4,643,627 | +428,375 | Added |
| iShares S&P Growth Index FD (IVW) | $190.6M | 0.33% | 1,389,402 | -78,716 | Trimmed |
| Robinhood Markets, Inc. (HOOD) | $189.7M | 0.33% | 1,891,980 | -176,443 | Trimmed |
| American Express Co. (AXP) | $183.7M | 0.32% | 542,965 | -24,892 | Trimmed |
| Charles Schwab Corp. (SCHW) | $182.6M | 0.31% | 1,978,758 | -402,623 | Trimmed |
| International Business Machines Corp. (IBM) | $181.9M | 0.31% | 646,829 | -183,362 | Trimmed |
| Sysco Corp. (SYY) | $181.5M | 0.31% | 2,171,331 | +378,415 | Added |
| Thrivent Small Cap Value ETF (TSCV) | $181.3M | 0.31% | 5,547,600 | 0 | Held |
| Palantir Technologies Inc. (PLTR) | $180.4M | 0.31% | 1,546,089 | -87,274 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $180.4M | 0.31% | 433,915 | +36,200 | Added |
| Amgen Inc. (AMGN) | $178.9M | 0.31% | 494,025 | +24,060 | Added |
| Cigna Group (CI) | $171.8M | 0.29% | 623,070 | +40,757 | Added |
| Duke Energy Corp. (DUK) | $169.8M | 0.29% | 1,341,500 | +3,501 | Added |
| Intuitive Surgical Inc. (ISRG) | $167.3M | 0.29% | 420,725 | -51,322 | Trimmed |
| General Dynamics Corp. (GD) | $166.4M | 0.29% | 469,642 | +93,114 | Added |
| Hilton Worldwide Holdings Inc. (HLT) | $165.0M | 0.28% | 499,435 | +12,941 | Added |
| Bank of New York Mellon Corp. (BNY) | $164.5M | 0.28% | 1,137,406 | -55,143 | Trimmed |
| Halliburton Co. (HAL) | $164.3M | 0.28% | 4,840,212 | +50,250 | Added |
| Nucor Corp. (NUE) | $162.5M | 0.28% | 729,358 | -141,474 | Trimmed |
| Amphenol Corp. (APH) | $162.2M | 0.28% | 920,450 | +328,938 | Added |
| Delta Air Lines, Inc. (DAL) | $160.1M | 0.28% | 1,708,899 | -968,139 | Trimmed |
| Steel Dynamics Inc. (STLD) | $159.1M | 0.27% | 693,227 | -208,191 | Trimmed |
| Unilever plc (UL) | $158.9M | 0.27% | 2,643,486 | -4,662 | Trimmed |
| CNH Industrial N.V. (CNH) | $157.4M | 0.27% | 14,012,589 | +4,162,488 | Added |
| Lowe's Companies Inc. (LOW) | $155.6M | 0.27% | 705,495 | +30,952 | Added |
| Littelfuse Inc. (LFUS) | $152.3M | 0.26% | 334,447 | +30,761 | Added |
| Uber Technologies, Inc. (UBER) | $151.9M | 0.26% | 2,104,711 | -184,479 | Trimmed |
| Nokia Corporation (NOK) | $151.2M | 0.26% | 11,386,375 | -2,727,337 | Trimmed |
| Danaher Corp. (DHR) | $148.0M | 0.25% | 776,924 | -91,201 | Trimmed |
| Twist Bioscience Corp. (TWST) | $147.5M | 0.25% | 1,433,503 | +120,959 | Added |
| Vistra Corp. (VST) | $147.5M | 0.25% | 929,672 | +122,964 | Added |
| Arch Capital Group Ltd. (ACGL) | $146.4M | 0.25% | 1,507,929 | +193,235 | Added |
| Invesco QQQ Trust (QQQ) | $146.2M | 0.25% | 198,548 | -64,480 | Trimmed |
| Viking Holdings Ltd (VIK) | $145.4M | 0.25% | 1,389,326 | +174,905 | Added |
| Flowserve Corp. (FLS) | $142.0M | 0.24% | 1,914,230 | -27,179 | Trimmed |
| Cadence Design Systems Inc. (CDNS) | $141.9M | 0.24% | 378,022 | +324,773 | Added |
| ICON plc (ICLR) | $139.4M | 0.24% | 802,415 | +180,049 | Added |
| Fidelity Merrimack STR Trust (FBND) | $138.1M | 0.24% | 3,036,872 | +86,602 | Added |
| Keurig Dr Pepper Inc. (KDP) | $137.6M | 0.24% | 4,204,237 | -19,728 | Trimmed |
| Medpace Holdings, Inc. (MEDP) | $135.8M | 0.23% | 256,341 | +24,849 | Added |
| M&T Bank Corp. (MTB) | $134.5M | 0.23% | 565,114 | -9,546 | Trimmed |
| Hexcel Corp. (HXL) | $134.3M | 0.23% | 1,342,057 | -157,890 | Trimmed |
| Ally Financial Inc. (ALLY) | $133.6M | 0.23% | 2,907,507 | -17,152 | Trimmed |
| BlackRock ETF Trust (DYNF) | $132.8M | 0.23% | 1,955,651 | +108,475 | Added |
| Crown Castle Inc. (CCI) | $132.5M | 0.23% | 1,749,136 | -7,336 | Trimmed |
| First Industrial Realty Trust Inc. (FR) | $132.1M | 0.23% | 2,154,351 | +3,117 | Added |
| Intercontinental Exchange, Inc. (ICE) | $132.0M | 0.23% | 1,072,567 | +211,388 | Added |
| Datadog, Inc. (DDOG) | $131.1M | 0.23% | 503,421 | -158,856 | Trimmed |
| Quanta Services, Inc. (PWR) | $130.0M | 0.22% | 180,552 | -35,364 | Trimmed |