ABBOTT LABS COM 002824100 786516 5783 SH SOLE 5771 0 12 ABBVIE INC COM 00287Y109 5332883 28730 SH SOLE 27507 0 1223 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1853118 6200 SH SOLE 6175 0 25 ADVANCED MICRO DEVICES INC COM 007903107 2448910 17258 SH SOLE 17258 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 255286 2251 SH SOLE 2251 0 0 ALLIANT ENERGY CORP COM 018802108 445603 7369 SH SOLE 7369 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 239676 735 SH SOLE 735 0 0 ALPHABET INC CAP STK CL C 02079K107 146462651 825653 SH SOLE 794871 0 30782 ALPHABET INC CAP STK CL A 02079K305 7370601 41824 SH SOLE 37409 0 4415 ALTRIA GROUP INC COM 02209S103 224612 3831 SH SOLE 3331 0 500 AMAZON COM INC COM 023135106 226397361 1031940 SH SOLE 1003684 0 28256 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 211692 11800 SH SOLE 11800 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 337890 30115 SH SOLE 30115 0 0 AMERICAN EXPRESS CO COM 025816109 351197 1101 SH SOLE 1101 0 0 AMGEN INC COM 031162100 878640 3147 SH SOLE 3062 0 85 APOLLO GLOBAL MGMT INC COM 03769M106 1068358 7531 SH SOLE 7531 0 0 APPLE INC COM 037833100 834259266 4066186 SH SOLE 3923562 0 142624 APPLIED MATLS INC COM 038222105 953462 5208 SH SOLE 5208 0 0 ARCHER AVIATION INC COM CL A 03945R102 227850 21000 SH SOLE 21000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 542784 1760 SH SOLE 1760 0 0 AXON ENTERPRISE INC COM 05464C101 550580 665 SH SOLE 665 0 0 BANK AMERICA CORP COM 060505104 1407505 29744 SH SOLE 28698 0 1046 BANK MONTREAL MEDIUM NT LKD 38 06368B504 977250 15000 SH SOLE 15000 0 0 BANK MONTREAL QUE COM 063671101 276575 2500 SH SOLE 2500 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 728800 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90122479 185525 SH SOLE 176374 0 9151 BLUE OWL CAPITAL INC COM CL A 09581B103 522989 27225 SH SOLE 27225 0 0 BOEING CO COM 097023105 461176 2201 SH SOLE 2201 0 0 BROADCOM INC COM 11135F101 42439410 153961 SH SOLE 147444 0 6517 CANADIAN IMPERIAL BK COMM COM 136069101 372566 5260 SH SOLE 5260 0 0 CAPITAL ONE FINL CORP COM 14040H105 438781 2062 SH SOLE 2062 0 0 CATERPILLAR INC COM 149123101 1390071 3581 SH SOLE 3571 0 10 CENCORA INC COM 03073E105 218890 730 SH SOLE 730 0 0 CHEVRON CORP NEW COM 166764100 204688 1429 SH SOLE 1329 0 100 CISCO SYS INC COM 17275R102 403020 5809 SH SOLE 5809 0 0 CME GROUP INC COM 12572Q105 3094937 11229 SH SOLE 11229 0 0 COCA COLA CO COM 191216100 857023 12113 SH SOLE 12084 0 29 CONSOLIDATED EDISON INC COM 209115104 257900 2570 SH SOLE 570 0 2000 CORNING INC COM 219350105 1002234 19058 SH SOLE 19058 0 0 COSTAR GROUP INC COM 22160N109 229864 2859 SH SOLE 2859 0 0 COSTCO WHSL CORP NEW COM 22160K105 70207193 70921 SH SOLE 67957 0 2964 CUMMINS INC COM 231021106 343875 1050 SH SOLE 1050 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 1125430 2766 SH SOLE 2766 0 0 DAVITA INC COM 23918K108 427350 3000 SH SOLE 3000 0 0 DEXCOM INC COM 252131107 2498764 28626 SH SOLE 28626 0 0 DISNEY WALT CO COM 254687106 206220 1663 SH SOLE 863 0 800 DNP SELECT INCOME FD INC COM 23325P104 228303 23320 SH SOLE 23320 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 201369 4695 SH SOLE 4695 0 0 EATON CORP PLC SHS G29183103 240968 675 SH SOLE 675 0 0 ECOLAB INC COM 278865100 817750 3035 SH SOLE 3035 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 263959 3375 SH SOLE 3375 0 0 ELI LILLY & CO COM 532457108 23155668 29705 SH SOLE 28900 0 805 EMERSON ELEC CO COM 291011104 209728 1573 SH SOLE 1573 0 0 EXXON MOBIL CORP COM 30231G102 409327 3797 SH SOLE 3778 0 19 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 431145 1980 SH SOLE 1980 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 5599277 107637 SH SOLE 103830 0 3807 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 208117 4549 SH SOLE 4549 0 0 FIRST SOLAR INC COM 336433107 1527438 9227 SH SOLE 9227 0 0 GE AEROSPACE COM NEW 369604301 925842 3597 SH SOLE 2714 0 883 GE VERNOVA INC COM 36828A101 39931552 75464 SH SOLE 73674 0 1790 GENERAL DYNAMICS CORP COM 369550108 660215 2264 SH SOLE 2264 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 94796160 133940 SH SOLE 129767 0 4173 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 209700 2472 SH SOLE 2472 0 0 GREEN BRICK PARTNERS INC COM 392709101 817440 13000 SH SOLE 13000 0 0 HCA HEALTHCARE INC COM 40412C101 284187 742 SH SOLE 742 0 0 HOME DEPOT INC COM 437076102 2936076 8008 SH SOLE 7880 0 128 HONEYWELL INTL INC COM 438516106 593844 2550 SH SOLE 2550 0 0 IDEXX LABS INC COM 45168D104 2009130 3746 SH SOLE 3746 0 0 ILLINOIS TOOL WKS INC COM 452308109 650020 2629 SH SOLE 1629 0 1000 INTERNATIONAL BUSINESS MACHS COM 459200101 2814019 9546 SH SOLE 9546 0 0 INTUIT COM 461202103 390664 496 SH SOLE 496 0 0 INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 46138E222 1181338 23055 SH SOLE 22696 0 359 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 24228183 215419 SH SOLE 209411 0 6008 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1042843 4592 SH SOLE 4592 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2571860 4662 SH SOLE 4662 0 0 IRON MTN INC DEL COM 46284V101 513568 5007 SH SOLE 5007 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 421734 5625 SH SOLE 5625 0 0 ISHARES SILVER TR ISHARES 46428Q109 396345 12080 SH SOLE 12080 0 0 ISHARES TR S&P 100 ETF 464287101 220958 726 SH SOLE 726 0 0 ISHARES TR SELECT DIVID ETF 464287168 1135658 8551 SH SOLE 8551 0 0 ISHARES TR TIPS BD ETF 464287176 1071790 9740 SH SOLE 9649 0 91 ISHARES TR CORE S&P500 ETF 464287200 1759631 2834 SH SOLE 2834 0 0 ISHARES TR CORE US AGGBD ET 464287226 310694 3132 SH SOLE 3064 0 68 ISHARES TR IBOXX INV CP ETF 464287242 430548 3928 SH SOLE 3828 0 100 ISHARES TR S&P 500 GRWT ETF 464287309 233852 2124 SH SOLE 2124 0 0 ISHARES TR S&P 500 VAL ETF 464287408 378236 1936 SH SOLE 1936 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3432115 41421 SH SOLE 38957 0 2464 ISHARES TR RUS MDCP VAL ETF 464287473 1629022 12328 SH SOLE 11528 0 800 ISHARES TR RUS MD CP GR ETF 464287481 416733 3005 SH SOLE 3005 0 0 ISHARES TR CORE S&P MCP ETF 464287507 389431 6279 SH SOLE 6279 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 610076 3141 SH SOLE 2441 0 700 ISHARES TR S&P MC 400GR ETF 464287606 2599844 28576 SH SOLE 27896 0 680 ISHARES TR RUS 1000 GRW ETF 464287614 2080811 4901 SH SOLE 4901 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1113312 7057 SH SOLE 6363 0 694 ISHARES TR RUS 2000 GRW ETF 464287648 473956 1658 SH SOLE 908 0 750 ISHARES TR CORE S&P US GWT 464287671 203792 1355 SH SOLE 205 0 1150 ISHARES TR S&P MC 400VL ETF 464287705 571558 4625 SH SOLE 4225 0 400 ISHARES TR S&P SML 600 GWT 464287887 614911 4622 SH SOLE 4622 0 0 ISHARES TR IBOXX HI YD ETF 464288513 276226 3425 SH SOLE 3425 0 0 ISHARES TR PFD AND INCM SEC 464288687 451088 14703 SH SOLE 14703 0 0 ISHARES TR RUS TP200 GR ETF 464289438 12729534 51639 SH SOLE 50230 0 1409 ISHARES TR CORE HIGH DV ETF 46429B663 251681 2148 SH SOLE 2111 0 37 ISHARES TR MSCI USA MIN VOL 46429B697 2860876 30477 SH SOLE 29735 0 742 ISHARES TR 0-5 YR TIPS ETF 46429B747 5519946 53639 SH SOLE 52119 0 1520 JPMORGAN CHASE & CO. COM 46625H100 59029586 203613 SH SOLE 196034 0 7579 KKR & CO INC COM 48251W104 27135053 203977 SH SOLE 198323 0 5654 LOCKHEED MARTIN CORP COM 539830109 404784 874 SH SOLE 865 0 9 LYFT INC CL A COM 55087P104 157600 10000 SH SOLE 10000 0 0 MARVELL TECHNOLOGY INC COM 573874104 212153 2741 SH SOLE 2741 0 0 MASTERCARD INCORPORATED CL A 57636Q104 586254 1043 SH SOLE 1043 0 0 MCDONALDS CORP COM 580135101 480912 1646 SH SOLE 1640 0 6 MCKESSON CORP COM 58155Q103 1061065 1448 SH SOLE 1448 0 0 MERCADOLIBRE INC COM 58733R102 378976 145 SH SOLE 145 0 0 META PLATFORMS INC CL A 30303M102 51612077 69927 SH SOLE 67626 0 2301 METLIFE INC COM 59156R108 639400 7951 SH SOLE 7951 0 0 MICROSOFT CORP COM 594918104 232192340 466803 SH SOLE 447365 0 19438 MORGAN STANLEY COM NEW 617446448 449062 3188 SH SOLE 3188 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 374630 891 SH SOLE 820 0 71 NETFLIX INC COM 64110L106 421335 315 SH SOLE 315 0 0 NORTHERN TR CORP COM 665859104 469757 3705 SH SOLE 2705 0 1000 NOVA LTD COM M7516K103 405920 1475 SH SOLE 1475 0 0 NOVO-NORDISK A S ADR 670100205 1953197 28299 SH SOLE 28299 0 0 NVIDIA CORPORATION COM 67066G104 218302263 1381748 SH SOLE 1332297 0 49451 ORACLE CORP COM 68389X105 48257567 220727 SH SOLE 214005 0 6722 PALANTIR TECHNOLOGIES INC CL A 69608A108 3818596 28012 SH SOLE 28012 0 0 PALO ALTO NETWORKS INC COM 697435105 726677 3551 SH SOLE 3551 0 0 PARKER-HANNIFIN CORP COM 701094104 4398121 6297 SH SOLE 4882 0 1415 PAYPAL HLDGS INC COM 70450Y103 557549 7502 SH SOLE 7502 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 507052 50756 SH SOLE 50756 0 0 PEPSICO INC COM 713448108 387273 2933 SH SOLE 2833 0 100 PFIZER INC COM 717081103 231928 9568 SH SOLE 5468 0 4100 PIMCO ETF TR INV GRD CRP BD 72201R817 719316 7392 SH SOLE 7342 0 50 PROCTER AND GAMBLE CO COM 742718109 834677 5239 SH SOLE 5226 0 13 PROGRESSIVE CORP COM 743315103 300751 1127 SH SOLE 1127 0 0 QUALCOMM INC COM 747525103 589262 3700 SH SOLE 3700 0 0 REGAL REXNORD CORPORATION COM 758750103 400090 2760 SH SOLE 2760 0 0 REPUBLIC SVCS INC COM 760759100 287301 1165 SH SOLE 1165 0 0 ROSS STORES INC COM 778296103 598860 4694 SH SOLE 4694 0 0 RTX CORPORATION COM 75513E101 489897 3355 SH SOLE 3325 0 30 SALESFORCE INC COM 79466L302 2036722 7469 SH SOLE 5664 0 1805 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 702057 21268 SH SOLE 20800 0 468 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3931752 147367 SH SOLE 56699 0 90668 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3279684 24332 SH SOLE 21408 0 2924 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 323170 1487 SH SOLE 1487 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 618086 2441 SH SOLE 2441 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1731437 21203 SH SOLE 20863 0 340 SERVICE CORP INTL COM 817565104 329121 4043 SH SOLE 4043 0 0 SERVICENOW INC COM 81762P102 1161730 1130 SH SOLE 1130 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 307845 7603 SH SOLE 7572 0 31 SPDR S&P 500 ETF TR TR UNIT 78462F103 9910989 16041 SH SOLE 15184 0 857 SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284 414867 16742 SH SOLE 16742 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 496174 3656 SH SOLE 2774 0 882 STARBUCKS CORP COM 855244109 383273 4183 SH SOLE 4183 0 0 STRYKER CORPORATION COM 863667101 247269 625 SH SOLE 625 0 0 T-MOBILE US INC COM 872590104 360140 1512 SH SOLE 1512 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 273147 1206 SH SOLE 1206 0 0 TESLA INC COM 88160R101 3601311 11337 SH SOLE 11310 0 27 TEXAS INSTRS INC COM 882508104 1197682 5769 SH SOLE 4125 0 1644 UBER TECHNOLOGIES INC COM 90353T100 789505 8462 SH SOLE 8462 0 0 ULTA BEAUTY INC COM 90384S303 1532110 3275 SH SOLE 3175 0 100 UNITED RENTALS INC COM 911363109 250367 332 SH SOLE 332 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 272026 686 SH SOLE 686 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3014997 38310 SH SOLE 11772 0 26538 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 598317 8126 SH SOLE 8035 0 91 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2807227 4942 SH SOLE 4942 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 10499668 37913 SH SOLE 35998 0 1915 VANGUARD INDEX FDS SM CP VAL ETF 922908611 208856 1071 SH SOLE 1031 0 40 VANGUARD INDEX FDS MID CAP ETF 922908629 287106 1026 SH SOLE 1026 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 565839000 1290691 SH SOLE 1225852 0 64839 VANGUARD INDEX FDS VALUE ETF 922908744 9071419 51326 SH SOLE 48141 0 3185 VANGUARD INDEX FDS SMALL CP ETF 922908751 2666973 11254 SH SOLE 10311 0 943 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1189886 3915 SH SOLE 3409 0 506 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2355200 46851 SH SOLE 46351 0 500 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 325687 4291 SH SOLE 4291 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 545531 6579 SH SOLE 6579 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 66343822 324150 SH SOLE 305424 0 18726 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 382820 6715 SH SOLE 6350 0 365 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18438859 138316 SH SOLE 129998 0 8318 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 233298 833 SH SOLE 833 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 882162 1330 SH SOLE 1330 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 712320 1600 SH SOLE 1600 0 0 VISA INC COM CL A 92826C839 20059817 56499 SH SOLE 53422 0 3077 WALMART INC COM 931142103 20805524 212779 SH SOLE 204390 0 8389 WATSCO INC COM 942622200 215069 487 SH SOLE 487 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 390165 4750 SH SOLE 4750 0 0 WISDOMTREE TR US AI ENHANCED 97717W406 434384 3842 SH SOLE 3842 0 0 WORKDAY INC CL A 98138H101 240000 1000 SH SOLE 1000 0 0 ZOETIS INC CL A 98978V103 211780 1358 SH SOLE 1358 0 0