ABBVIE INC COM 00287Y109 20503616 132307 SH SOLE 0 131422 0 885 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8001801 22803 SH SOLE 0 22757 0 46 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 3924518 800922 SH SOLE 0 800910 0 12 AIRBNB INC COM CL A 009066101 397393 2919 SH SOLE 0 2910 0 9 ALASKA AIR GROUP INC COM 011659109 10596878 271228 SH SOLE 0 270752 0 476 ALPHABET INC CAP STK CL A 02079K305 502884 3600 SH SOLE 0 228 0 3372 ALPHABET INC CAP STK CL C 02079K107 17177394 121886 SH SOLE 0 118293 0 3593 AMAZON COM INC COM 023135106 29330042 193037 SH SOLE 0 192773 0 264 AMERICAN TOWER CORP NEW COM 03027X100 10196660 47233 SH SOLE 0 47045 0 188 APPLE INC COM 037833100 35540720 184598 SH SOLE 0 178801 0 5797 ARK ETF TR GENOMIC REV ETF 00214Q302 5306296 161728 SH SOLE 0 161553 0 175 BAKER HUGHES COMPANY CL A 05722G100 11053607 323394 SH SOLE 0 323092 0 302 BANK AMERICA CORP COM 060505104 262898 7808 SH SOLE 0 7808 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 54079286 151627 SH SOLE 0 150009 0 1618 BHP GROUP LTD SPONSORED ADS 088606108 239085 3500 SH SOLE 0 3500 0 0 BOEING CO COM 097023105 882913 3387 SH SOLE 0 3156 0 231 BROADCOM INC COM 11135F101 23902935 21414 SH SOLE 0 21370 0 44 CHEVRON CORP NEW COM 166764100 7473214 50102 SH SOLE 0 45500 0 4602 CHUBB LIMITED COM H1467J104 19229662 85087 SH SOLE 0 84903 0 184 CIENA CORP COM NEW 171779309 13718283 304783 SH SOLE 0 304212 0 571 CISCO SYS INC COM 17275R102 18149230 359248 SH SOLE 0 358427 0 821 CLEARSIGN TECHNOLOGIES CORP COM 185064102 116550 105000 SH SOLE 0 105000 0 0 COMCAST CORP NEW CL A 20030N101 19492158 444519 SH SOLE 0 443545 0 974 COPART INC COM 217204106 521360 10640 SH SOLE 0 0 0 10640 COSTCO WHSL CORP NEW COM 22160K105 18993838 28775 SH SOLE 0 28716 0 59 COTERRA ENERGY INC COM 127097103 10557905 413711 SH SOLE 0 413320 0 391 CROWDSTRIKE HLDGS INC CL A 22788C105 438384 1717 SH SOLE 0 1717 0 0 CUMMINS INC COM 231021106 17933971 74859 SH SOLE 0 74709 0 150 DANAHER CORPORATION COM 235851102 270205 1168 SH SOLE 0 0 0 1168 DEERE & CO COM 244199105 323495 809 SH SOLE 0 2 0 807 DIANA SHIPPING INC COM Y2066G104 93074 31338 SH SOLE 0 31338 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 709672 29435 SH SOLE 0 28493 0 942 DISNEY WALT CO COM 254687106 12952733 143457 SH SOLE 0 143109 0 348 EATON CORP PLC SHS G29183103 21481144 89200 SH SOLE 0 88999 0 201 ENOVIX CORPORATION COM 293594107 361490 28873 SH SOLE 0 28873 0 0 EXPEDITORS INTL WASH INC COM 302130109 3057888 24040 SH SOLE 0 24040 0 0 EXXON MOBIL CORP COM 30231G102 672465 6726 SH SOLE 0 5558 0 1168 FERRARI N V COM N3167Y103 2190996 6474 SH SOLE 0 6474 0 0 FORD MTR CO DEL COM 345370860 10238108 839878 SH SOLE 0 824536 0 15342 GRAINGER W W INC COM 384802104 485612 586 SH SOLE 0 0 0 586 INFINERA CORP COM 45667G103 141047 29694 SH SOLE 0 29694 0 0 INMODE LTD SHS M5425M103 27314323 1228162 SH SOLE 0 1225762 0 2400 INVESCO QQQ TR UNIT SER 1 46090E103 274378 670 SH SOLE 0 670 0 0 ISHARES TR CORE S&P MCP ETF 464287507 395694 1428 SH SOLE 0 106 0 1322 ISHARES TR CORE S&P SCP ETF 464287804 320312 2959 SH SOLE 0 0 0 2959 ISHARES TR CORE S&P500 ETF 464287200 1224979 2565 SH SOLE 0 0 0 2565 JOHNSON & JOHNSON COM 478160104 17989602 114774 SH SOLE 0 114528 0 246 KELLANOVA COM 487836108 15605991 279127 SH SOLE 0 278561 0 566 LOWES COS INC COM 548661107 334493 1503 SH SOLE 0 0 0 1503 MEDTRONIC PLC SHS G5960L103 17889806 217162 SH SOLE 0 216724 0 438 META PLATFORMS INC CL A 30303M102 1345402 3801 SH SOLE 0 3243 0 558 MICROSOFT CORP COM 594918104 39561517 105206 SH SOLE 0 98338 0 6868 MOODYS CORP COM 615369105 504213 1291 SH SOLE 0 0 0 1291 MP MATERIALS CORP COM CL A 553368101 389973 19646 SH SOLE 0 19646 0 0 NORTHWEST PIPE CO COM 667746101 14322663 473320 SH SOLE 0 472776 0 544 OLD REP INTL CORP COM 680223104 24020272 817016 SH SOLE 0 815478 0 1538 PAYPAL HLDGS INC COM 70450Y103 5571668 90729 SH SOLE 0 90347 0 382 QUALCOMM INC COM 747525103 21073603 145707 SH SOLE 0 144086 0 1621 RAYONIER ADVANCED MATLS INC COM 75508B104 3971685 980663 SH SOLE 0 979626 0 1037 RICHARDSON ELECTRS LTD COM 763165107 9158474 686028 SH SOLE 0 685778 0 250 RTX CORPORATION COM 75513E101 11212749 133263 SH SOLE 0 133015 0 248 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 904198 16336 SH SOLE 0 15814 0 522 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 745211 15775 SH SOLE 0 15268 0 507 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 823388 24411 SH SOLE 0 23635 0 776 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 391882 6948 SH SOLE 0 5470 0 1478 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 37162701 488148 SH SOLE 0 487882 0 266 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3965627 56571 SH SOLE 0 54766 0 1805 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1393748 7241 SH SOLE 0 7012 0 229 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 424960 3116 SH SOLE 0 300 0 2816 SNOWFLAKE INC CL A 833445109 4294221 21579 SH SOLE 0 21552 0 27 SPDR S&P 500 ETF TR TR UNIT 78462F103 30301836 63752 SH SOLE 0 63369 0 383 STARBUCKS CORP COM 855244109 656335 6836 SH SOLE 0 6786 0 50 TARGET CORP COM 87612E106 9264536 65051 SH SOLE 0 64786 0 265 TESLA INC COM 88160R101 2088474 8405 SH SOLE 0 8378 0 27 VANECK ETF TRUST VANECK VIETNAM 92189F817 8862254 685933 SH SOLE 0 684624 0 1309 VANGUARD INDEX FDS VALUE ETF 922908744 567502 3796 SH SOLE 0 3796 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 326113 1049 SH SOLE 0 1049 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 284156 1332 SH SOLE 0 1332 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3557550 45981 SH SOLE 0 45236 0 745 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 6879615 117943 SH SOLE 0 116174 0 1769 VICARIOUS SURGICAL INC COM CL A 92561V109 2428725 6623192 SH SOLE 0 6565692 0 57500 VICTORY PORTFOLIOS II VICSHS DV AC ETF 92647N667 3703691 77841 SH SOLE 0 76696 0 1146 VISA INC COM CL A 92826C839 943769 3625 SH SOLE 0 291 0 3334