| Cummins Inc COM(CMI) | Stock | 231021106 | $589.3K | 2,000 | 0.2% |
| Public Storage COM(PSA) | REIT | 74460D109 | $615.2K | 2,121 | 0.2% |
| Stock YDS Bancorp Inc COM(SYBT) | Stock | 861025104 | $633.9K | 12,960 | 0.2% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Stock | 084670108 | $634.4K | 1 | 0.2% |
| Philip Morris Intl Inc COM(PM) | Stock | 718172109 | $643.3K | 7,022 | 0.2% |
| Churchill Downs Inc COM(CHDN) | Stock | 171484108 | $653.2K | 5,278 | 0.2% |
| Citigroup Inc COM New(C) | Stock | 172967424 | $656.1K | 10,375 | 0.2% |
| Qualcomm Inc COM(QCOM) | Stock | 747525103 | $672.4K | 3,972 | 0.2% |
| Walgreens Boots Alliance Inc COM(WBA) | Stock | 931427108 | $685.2K | 31,593 | 0.2% |
| Oreilly Automotive Inc COM(ORLY) | Stock | 67103H107 | $692.0K | 613 | 0.3% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $734.1K | 6,835 | 0.3% |
| Kroger Co COM(KR) | Stock | 501044101 | $740.1K | 12,954 | 0.3% |
| Johnson Ctls Intl PLC SHS(JCI) | Stock | G51502105 | $765.8K | 11,724 | 0.3% |
| Cloudflare Inc CL A COM(NET) | Stock | 18915M107 | $821.4K | 8,483 | 0.3% |
| Spdr S&P 600 Small Cap Growth ETF(SLYG) | ETF | 78464A201 | $824.3K | 9,450 | 0.3% |
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $832.0K | 1,682 | 0.3% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $847.6K | 13,263 | 0.3% |
| Danaher Corporation COM(DHR) | Stock | 235851102 | $848.0K | 3,396 | 0.3% |
| BlackRock Inc COM(BLKCHF) | Stock | 09247X101 | $877.3K | 1,052 | 0.3% |
| Boeing Co COM(BA) | Stock | 097023105 | $879.8K | 4,559 | 0.3% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $895.2K | 4,257 | 0.3% |
| Constellation Brands Inc CL A(STZ) | Stock | 21036P108 | $898.7K | 3,307 | 0.3% |
| Bristol-Myers Squibb Co COM(BMY) | Stock | 110122108 | $965.0K | 17,795 | 0.4% |
| American Express Co COM(AXP) | Stock | 025816109 | $1.0M | 4,405 | 0.4% |
| Mastercard Incorporated CL A(MA) | Stock | 57636Q104 | $1.0M | 2,112 | 0.4% |
| Spdr S&P 600 Small Cap Value ETF(SLYV) | ETF | 78464A300 | $1.0M | 12,270 | 0.4% |
| PNC Finl Svcs Group Inc COM(PNC) | Stock | 693475105 | $1.0M | 6,492 | 0.4% |
| Illinois Tool WKS Inc COM(ITW) | Stock | 452308109 | $1.1M | 3,990 | 0.4% |
| Brown Forman Corp CL A(BF/A) | Stock | 115637100 | $1.1M | 20,351 | 0.4% |
| Sherwin Williams Co COM(SHW) | Stock | 824348106 | $1.1M | 3,122 | 0.4% |
| Cisco SYS Inc COM(CSCO) | Stock | 17275R102 | $1.1M | 21,995 | 0.4% |
| Ford MTR Co del COM(F) | Stock | 345370860 | $1.1M | 83,399 | 0.4% |
| Netflix Inc COM(NFLX) | Stock | 64110L106 | $1.1M | 1,880 | 0.4% |
| Duke Energy Corp New COM New(DUK) | Stock | 26441C204 | $1.1M | 11,807 | 0.4% |
| RTX Corporation COM(RTX) | Stock | 75513E101 | $1.3M | 12,826 | 0.5% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $1.3M | 20,834 | 0.5% |
| Fidelity Covington Trust Msci Consumer Staples Index ETF(FSTA) | ETF | 316092303 | $1.3M | 26,353 | 0.5% |
| Spdr DOW Jones REIT ETF(RWR) | ETF | 78464A607 | $1.3M | 13,394 | 0.5% |
| Proshares S&P Midcap 400 Dividend Aristocrats ETF(REGL) | ETF | 74347B680 | $1.3M | 16,101 | 0.5% |
| Ishares Russell Midcap ETF(IWR) | ETF | 464287499 | $1.3M | 15,430 | 0.5% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $1.3M | 5,283 | 0.5% |
| International Business Machs COM(IBM) | Stock | 459200101 | $1.3M | 6,924 | 0.5% |
| Target Corp COM(TGT) | Stock | 87612E106 | $1.3M | 7,613 | 0.5% |
| Comcast Corp New CL A(CMCSA) | Stock | 20030N101 | $1.4M | 31,654 | 0.5% |
| Vanguard Ftse All-World Ex-US Index Fund(VEU) | ETF | 922042775 | $1.4M | 23,582 | 0.5% |
| Verizon Communications Inc COM(VZ) | Stock | 92343V104 | $1.4M | 33,084 | 0.5% |
| Oracle Corp COM(ORCL) | Stock | 68389X105 | $1.4M | 11,245 | 0.5% |
| Coca Cola Co COM(KO) | Stock | 191216100 | $1.4M | 23,663 | 0.5% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $1.5M | 5,381 | 0.5% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $1.5M | 1,931 | 0.5% |