AT&T INC COM 00206R102 215401 7628 SH SOLE 1183 0 6445 ABBOTT LABS COM 002824100 1140240 8513 SH SOLE 8501 0 12 ABBVIE INC COM 00287Y109 6545481 28269 SH SOLE 27044 0 1225 ADVANCED MICRO DEVICES INC COM 007903107 2785700 17218 SH SOLE 17218 0 0 AGNICO EAGLE MINES LTD COM 008474108 1743585 10344 SH SOLE 10344 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 427343 2391 SH SOLE 2391 0 0 ALLIANT ENERGY CORP COM 018802108 461556 6847 SH SOLE 6847 0 0 ALLSTATE CORP COM 020002101 200912 936 SH SOLE 936 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 330600 725 SH SOLE 725 0 0 ALPHABET INC CAP STK CL C 02079K107 201146885 825896 SH SOLE 793659 0 32237 ALPHABET INC CAP STK CL A 02079K305 10536846 43344 SH SOLE 38929 0 4415 ALTRIA GROUP INC COM 02209S103 253142 3832 SH SOLE 3332 0 500 AMAZON COM INC COM 023135106 226653153 1032259 SH SOLE 1001624 0 30635 AMERICAN AIRLS GROUP INC COM 02376R102 338493 30115 SH SOLE 30115 0 0 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 247800 11800 SH SOLE 11800 0 0 AMERICAN EXPRESS CO COM 025816109 362054 1090 SH SOLE 1090 0 0 CENCORA INC COM 03073E105 228147 730 SH SOLE 730 0 0 AMERIPRISE FINL INC COM 03076C106 437212 890 SH SOLE 890 0 0 AMGEN INC COM 031162100 855609 3032 SH SOLE 2957 0 75 APOLLO GLOBAL MGMT INC COM 03769M106 1004599 7538 SH SOLE 7538 0 0 APPLE INC COM 037833100 1029095442 4041533 SH SOLE 3897200 0 144333 APPLIED MATLS INC COM 038222105 1072793 5240 SH SOLE 5240 0 0 ARCHER AVIATION INC COM CL A 03945R102 148490 15500 SH SOLE 15500 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 516560 1760 SH SOLE 1760 0 0 AXON ENTERPRISE INC COM 05464C101 450678 628 SH SOLE 628 0 0 BANCO SANTANDER S.A. ADR 05964H105 212681 20294 SH SOLE 20294 0 0 BANK AMERICA CORP COM 060505104 2095363 40616 SH SOLE 39568 0 1048 BANK MONTREAL QUE COM 063671101 325625 2500 SH SOLE 2500 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 754200 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91449411 181902 SH SOLE 171859 0 10043 BLACKSTONE INC COM 09260D107 488950 2862 SH SOLE 1845 0 1017 BLUE OWL CAPITAL INC COM CL A 09581B103 466406 27549 SH SOLE 27549 0 0 BOEING CO COM 097023105 475042 2201 SH SOLE 2201 0 0 BROADCOM INC COM 11135F101 53507829 162189 SH SOLE 154836 0 7353 CBRE GROUP INC CL A 12504L109 473153 3003 SH SOLE 3003 0 0 CME GROUP INC COM 12572Q105 3033964 11229 SH SOLE 11229 0 0 CANADIAN IMPERIAL BANK OF CO COM 136069101 1154091 14446 SH SOLE 14446 0 0 CAPITAL ONE FINL CORP COM 14040H105 462836 2177 SH SOLE 2177 0 0 CATERPILLAR INC COM 149123101 1715234 3595 SH SOLE 3585 0 10 CHEVRON CORP NEW COM 166764100 265156 1707 SH SOLE 1607 0 100 CISCO SYS INC COM 17275R102 400322 5851 SH SOLE 5851 0 0 COCA COLA CO COM 191216100 957996 14445 SH SOLE 14415 0 30 CONSOLIDATED EDISON INC COM 209115104 233206 2320 SH SOLE 320 0 2000 CONSTELLATION ENERGY CORP COM 21037T109 305377 928 SH SOLE 928 0 0 CORNING INC COM 219350105 1568100 19116 SH SOLE 19116 0 0 COSTCO WHSL CORP NEW COM 22160K105 65032872 70258 SH SOLE 67244 0 3014 COSTAR GROUP INC COM 22160N109 202910 2405 SH SOLE 2405 0 0 CUMMINS INC COM 231021106 443488 1050 SH SOLE 1050 0 0 DAVITA INC COM 23918K108 398610 3000 SH SOLE 3000 0 0 DEXCOM INC COM 252131107 1811245 26917 SH SOLE 26917 0 0 ECOLAB INC COM 278865100 811721 2964 SH SOLE 2964 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 253530 3260 SH SOLE 3260 0 0 EMERSON ELEC CO COM 291011104 206346 1573 SH SOLE 1573 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 731572 23395 SH SOLE 1835 0 21560 EXXON MOBIL CORP COM 30231G102 446809 3963 SH SOLE 3944 0 19 META PLATFORMS INC CL A 30303M102 58404403 79529 SH SOLE 76938 0 2591 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 388523 1730 SH SOLE 1730 0 0 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 7339074 131737 SH SOLE 127530 0 4207 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 210346 4549 SH SOLE 4549 0 0 FIRST SOLAR INC COM 336433107 2001751 9077 SH SOLE 9077 0 0 GE VERNOVA INC COM 36828A101 57101737 92863 SH SOLE 90193 0 2670 GENERAL DYNAMICS CORP COM 369550108 776264 2276 SH SOLE 2276 0 0 GE AEROSPACE COM NEW 369604301 2450237 8145 SH SOLE 7262 0 883 GOLDMAN SACHS GROUP INC COM 38141G104 108888501 136734 SH SOLE 132147 0 4587 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 221911 2472 SH SOLE 2472 0 0 GREEN BRICK PARTNERS INC COM 392709101 960180 13000 SH SOLE 13000 0 0 HCA HEALTHCARE INC COM 40412C101 316466 743 SH SOLE 743 0 0 HOME DEPOT INC COM 437076102 3668825 9055 SH SOLE 8927 0 128 HONEYWELL INTL INC COM 438516106 536775 2550 SH SOLE 2550 0 0 IDEXX LABS INC COM 45168D104 2294254 3591 SH SOLE 3591 0 0 ILLINOIS TOOL WKS INC COM 452308109 685538 2629 SH SOLE 1629 0 1000 INTERNATIONAL BUSINESS MACHS COM 459200101 2950643 10457 SH SOLE 10457 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2798462 4661 SH SOLE 4661 0 0 INTUIT COM 461202103 301163 441 SH SOLE 441 0 0 INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 46138E222 1540173 28527 SH SOLE 28168 0 359 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 37900447 313072 SH SOLE 302276 0 10796 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1284777 5199 SH SOLE 5199 0 0 IRON MTN INC DEL COM 46284V101 503482 4939 SH SOLE 4939 0 0 ISHARES TR S&P 100 ETF 464287101 240976 724 SH SOLE 724 0 0 ISHARES TR SELECT DIVID ETF 464287168 1202876 8465 SH SOLE 8465 0 0 ISHARES TR TIPS BD ETF 464287176 1027784 9241 SH SOLE 9150 0 91 ISHARES TR CORE S&P500 ETF 464287200 1815142 2712 SH SOLE 2712 0 0 ISHARES TR CORE US AGGBD ET 464287226 302154 3014 SH SOLE 2946 0 68 ISHARES TR IBOXX INV CP ETF 464287242 437408 3924 SH SOLE 3824 0 100 ISHARES TR S&P 500 GRWT ETF 464287309 256409 2124 SH SOLE 2124 0 0 ISHARES TR S&P 500 VAL ETF 464287408 401275 1943 SH SOLE 1943 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 3277386 39506 SH SOLE 37085 0 2421 ISHARES TR RUS MDCP VAL ETF 464287473 1707885 12228 SH SOLE 11428 0 800 ISHARES TR RUS MD CP GR ETF 464287481 427942 3005 SH SOLE 3005 0 0 ISHARES TR CORE S&P MCP ETF 464287507 408528 6260 SH SOLE 6260 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 639476 3141 SH SOLE 2441 0 700 ISHARES TR S&P MC 400GR ETF 464287606 2635441 27484 SH SOLE 26804 0 680 ISHARES TR RUS 1000 GRW ETF 464287614 2293274 4896 SH SOLE 4896 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1218221 6890 SH SOLE 6196 0 694 ISHARES TR RUS 2000 GRW ETF 464287648 530626 1658 SH SOLE 908 0 750 ISHARES TR CORE S&P US GWT 464287671 222952 1355 SH SOLE 205 0 1150 ISHARES TR S&P MC 400VL ETF 464287705 599955 4625 SH SOLE 4225 0 400 ISHARES TR S&P SML 600 GWT 464287887 654013 4622 SH SOLE 4622 0 0 ISHARES TR IBOXX HI YD ETF 464288513 278076 3425 SH SOLE 3425 0 0 ISHARES TR PFD AND INCM SEC 464288687 464909 14703 SH SOLE 14703 0 0 ISHARES TR RUS TP200 GR ETF 464289438 17876780 65327 SH SOLE 63673 0 1654 ISHARES SILVER TR ISHARES 46428Q109 511830 12080 SH SOLE 12080 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 274778 2244 SH SOLE 2207 0 37 ISHARES TR MSCI USA MIN VOL 46429B697 3118309 32776 SH SOLE 31784 0 992 ISHARES TR 0-5 YR TIPS ETF 46429B747 5517630 53383 SH SOLE 51795 0 1588 ISHARES INC MSCI JPN ETF NEW 46434G822 424341 5290 SH SOLE 5290 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 369590 5686 SH SOLE 5686 0 0 ISHARES ETHEREUM TR SHS 46438R105 367722 11670 SH SOLE 11670 0 0 JPMORGAN CHASE & CO. COM 46625H100 65928354 209011 SH SOLE 200911 0 8100 KKR & CO INC COM 48251W104 24996069 192351 SH SOLE 186219 0 6132 LPL FINL HLDGS INC COM 50212V100 279127 839 SH SOLE 839 0 0 ELI LILLY & CO COM 532457108 2872272 3764 SH SOLE 3764 0 0 LOCKHEED MARTIN CORP COM 539830109 436310 874 SH SOLE 865 0 9 LYFT INC CL A COM 55087P104 220100 10000 SH SOLE 10000 0 0 MARVELL TECHNOLOGY INC COM 573874104 230436 2741 SH SOLE 2741 0 0 MASTERCARD INCORPORATED CL A 57636Q104 879685 1547 SH SOLE 1547 0 0 MCDONALDS CORP COM 580135101 863563 2842 SH SOLE 2836 0 6 MCKESSON CORP COM 58155Q103 1118638 1448 SH SOLE 1448 0 0 MERCADOLIBRE INC COM 58733R102 275759 118 SH SOLE 118 0 0 METLIFE INC COM 59156R108 580164 7043 SH SOLE 7043 0 0 MICROSOFT CORP COM 594918104 243011836 469180 SH SOLE 448585 0 20595 MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 214923 32078 SH SOLE 32078 0 0 MORGAN STANLEY COM NEW 617446448 472747 2974 SH SOLE 2974 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 407445 891 SH SOLE 820 0 71 NETFLIX INC COM 64110L106 878368 733 SH SOLE 733 0 0 NORTHERN TR CORP COM 665859104 498693 3705 SH SOLE 2705 0 1000 NOVO-NORDISK A S ADR 670100205 1515265 27307 SH SOLE 27307 0 0 NVIDIA CORPORATION COM 67066G104 263995025 1414916 SH SOLE 1364273 0 50643 ORACLE CORP COM 68389X105 77864599 276862 SH SOLE 268144 0 8718 PALANTIR TECHNOLOGIES INC CL A 69608A108 5482451 30054 SH SOLE 29994 0 60 PALO ALTO NETWORKS INC COM 697435105 727534 3573 SH SOLE 3573 0 0 PARKER-HANNIFIN CORP COM 701094104 4788766 6316 SH SOLE 4901 0 1415 PAYPAL HLDGS INC COM 70450Y103 489672 7302 SH SOLE 7302 0 0 PEBBLEBROOK HOTEL TR COM 70509V100 578111 50756 SH SOLE 50756 0 0 PEPSICO INC COM 713448108 404889 2883 SH SOLE 2783 0 100 PIMCO ETF TR INV GRD CRP BD 72201R817 715883 7259 SH SOLE 7209 0 50 PROCTER AND GAMBLE CO COM 742718109 1029455 6700 SH SOLE 6687 0 13 PROGRESSIVE CORP COM 743315103 712451 2885 SH SOLE 2885 0 0 QUALCOMM INC COM 747525103 615532 3700 SH SOLE 3700 0 0 RTX CORPORATION COM 75513E101 563065 3365 SH SOLE 3335 0 30 REGAL REXNORD CORPORATION COM 758750103 395894 2760 SH SOLE 2760 0 0 REPUBLIC SVCS INC COM 760759100 267344 1165 SH SOLE 1165 0 0 ROSS STORES INC COM 778296103 716334 4701 SH SOLE 4701 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11649174 17487 SH SOLE 16629 0 858 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 219384 5127 SH SOLE 5127 0 0 SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284 397434 15942 SH SOLE 15942 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 503230 3593 SH SOLE 2711 0 882 SSR MINING IN COM 784730103 229707 9410 SH SOLE 9410 0 0 SALESFORCE INC COM 79466L302 1303026 5498 SH SOLE 3693 0 1805 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 1182613 32705 SH SOLE 32237 0 468 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3826927 142001 SH SOLE 55703 0 86298 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 215287 1547 SH SOLE 144 0 1403 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 369285 1541 SH SOLE 1541 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 693786 2461 SH SOLE 2461 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1807776 20729 SH SOLE 20381 0 348 SERVICENOW INC COM 81762P102 1012308 1100 SH SOLE 1100 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 369593 2487 SH SOLE 2487 0 0 STARBUCKS CORP COM 855244109 356419 4213 SH SOLE 4213 0 0 TJX COS INC NEW COM 872540109 320734 2219 SH SOLE 2219 0 0 T-MOBILE US INC COM 872590104 363157 1517 SH SOLE 1517 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 643484 2304 SH SOLE 2304 0 0 TESLA INC COM 88160R101 5086707 11438 SH SOLE 11423 0 15 TEXAS INSTRS INC COM 882508104 1025754 5583 SH SOLE 3939 0 1644 TRIPLE FLAG PRECIOUS METAL COM 89679M104 1478537 50531 SH SOLE 50531 0 0 UBER TECHNOLOGIES INC COM 90353T100 780919 7971 SH SOLE 7971 0 0 ULTA BEAUTY INC COM 90384S303 1790606 3275 SH SOLE 3175 0 100 UNITED RENTALS INC COM 911363109 540277 566 SH SOLE 566 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 68153824 315834 SH SOLE 296613 0 19221 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 298726 686 SH SOLE 686 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3024541 38329 SH SOLE 11791 0 26538 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 577929 7771 SH SOLE 7680 0 91 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 533465 8903 SH SOLE 8538 0 365 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 19283102 136808 SH SOLE 128716 0 8092 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2091930 41318 SH SOLE 40818 0 500 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 207107 699 SH SOLE 699 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 928808 1244 SH SOLE 1244 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 333196 4291 SH SOLE 4291 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 474801 5645 SH SOLE 5645 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3130229 5112 SH SOLE 5112 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 11059924 37161 SH SOLE 35305 0 1856 VANGUARD INDEX FDS SM CP VAL ETF 922908611 219354 1051 SH SOLE 1011 0 40 VANGUARD INDEX FDS MID CAP ETF 922908629 301377 1026 SH SOLE 1026 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 619016248 1290666 SH SOLE 1223930 0 66736 VANGUARD INDEX FDS VALUE ETF 922908744 9509898 50994 SH SOLE 47602 0 3392 VANGUARD INDEX FDS SMALL CP ETF 922908751 2716473 10683 SH SOLE 9731 0 952 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1166644 3555 SH SOLE 2899 0 656 VERTEX PHARMACEUTICALS INC COM 92532F100 628582 1605 SH SOLE 1605 0 0 VISA INC COM CL A 92826C839 19368327 56735 SH SOLE 53731 0 3004 EMPERY DIGITAL INC COM NEW 92864V608 150400 20000 SH SOLE 20000 0 0 WALMART INC COM 931142103 11322824 109866 SH SOLE 105315 0 4551 WASTE MGMT INC DEL COM 94106L109 444752 2014 SH SOLE 2014 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 1080374 9660 SH SOLE 9660 0 0 WINTRUST FINL CORP COM 97650W108 264880 2000 SH SOLE 2000 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 413392 4750 SH SOLE 4750 0 0 WISDOMTREE TR US AI ENHANCED 97717W406 433107 3790 SH SOLE 3790 0 0 WORKDAY INC CL A 98138H101 240730 1000 SH SOLE 1000 0 0 XYLEM INC COM 98419M100 210188 1425 SH SOLE 1425 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1504013 6099 SH SOLE 6074 0 25 CRH PLC ORD G25508105 328166 2737 SH SOLE 2737 0 0 EATON CORP PLC SHS G29183103 257110 687 SH SOLE 687 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 1263920 2616 SH SOLE 2616 0 0 NOVA LTD COM M7516K103 567396 1775 SH SOLE 1775 0 0 FERRARI N V COM N3167Y103 321216 662 SH SOLE 662 0 0