| Microsoft Corp COM(MSFT) | Stock | 594918104 | $21.0M | 87,541 | 3.0% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $19.1M | 92,069 | 2.7% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $13.4M | 103,497 | 1.9% |
| Schwab U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $13.1M | 291,068 | 1.9% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $12.7M | 78,634 | 1.8% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $12.5M | 70,944 | 1.8% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $10.9M | 98,761 | 1.6% |
| Invesco Bulletshares 2024 Corporate Bond ETF(BSCO) | ETF | 46138J841 | $10.6M | 515,597 | 1.5% |
| Invesco QQQ Trust Series I(QQQ) | ETF | 46090E103 | $10.4M | 38,944 | 1.5% |
| Invesco Bulletshares 2025 Corporate Bond ETF(BSCP) | ETF | 46138J825 | $10.1M | 503,593 | 1.5% |
| Invesco Bulletshares 2023 Corporate Bond ETF | ETF | 46138J866 | $9.7M | 463,388 | 1.4% |
| United Parcel Service Inc CL B(UPS) | Stock | 911312106 | $9.3M | 53,427 | 1.3% |
| Schwab US Tips ETF(SCHP) | ETF | 808524870 | $9.0M | 173,063 | 1.3% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $8.9M | 28,889 | 1.3% |
| Merck & Co Inc COM(MRK) | Stock | 58933Y105 | $8.4M | 75,575 | 1.2% |
| Pfizer Inc COM(PFE) | Stock | 717081103 | $8.3M | 161,750 | 1.2% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $8.1M | 91,066 | 1.2% |
| Lowes COS Inc COM(LOW) | Stock | 548661107 | $8.0M | 40,149 | 1.1% |
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $7.8M | 14,650 | 1.1% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $7.7M | 102,751 | 1.1% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $7.5M | 36,420 | 1.1% |
| Duke Energy Corp New COM New(DUK) | Stock | 26441C204 | $7.2M | 69,916 | 1.0% |
| Schwab U.S. Mid-Cap ETF(SCHM) | ETF | 808524508 | $7.1M | 107,956 | 1.0% |
| Coca Cola Co COM(KO) | Stock | 191216100 | $6.6M | 104,411 | 1.0% |
| Vanguard Information Technology ETF(VGT) | ETF | 92204A702 | $6.5M | 20,341 | 0.9% |
| First Ctzns Bancshares Inc N C CL A(FCNCA) | Stock | 31946M103 | $6.0M | 7,918 | 0.9% |
| Abbott Labs COM(ABT) | Stock | 002824100 | $5.7M | 52,111 | 0.8% |
| Procter and Gamble Co COM(PG) | Stock | 742718109 | $5.6M | 37,151 | 0.8% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $5.6M | 17,809 | 0.8% |
| Chevron Corp New COM(CVX) | Stock | 166764100 | $5.6M | 31,193 | 0.8% |
| Disney Walt Co COM(DIS) | Stock | 254687106 | $5.5M | 62,993 | 0.8% |
| Enbridge Inc COM(ENB) | Stock | 29250N105 | $5.4M | 138,971 | 0.8% |
| Waste Mgmt Inc del COM(WM) | Stock | 94106L109 | $5.0M | 32,187 | 0.7% |
| Southern Co COM(SO) | Stock | 842587107 | $5.0M | 69,987 | 0.7% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $4.9M | 13,399 | 0.7% |
| Adobe Inc COM(ADBE) | Stock | 00724F101 | $4.9M | 14,479 | 0.7% |
| Vanguard Financials ETF(VFH) | ETF | 92204A405 | $4.8M | 57,674 | 0.7% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $4.6M | 13,130 | 0.7% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $4.6M | 8,365 | 0.7% |
| Vanguard Short-Term Treasury ETF(VGSH) | ETF | 92206C102 | $4.6M | 79,215 | 0.7% |
| Fedex Corp COM(FDX) | Stock | 31428X106 | $4.5M | 25,972 | 0.6% |
| Ishares U.S. Medical Devices ETF(IHI) | ETF | 464288810 | $4.5M | 85,210 | 0.6% |
| Verizon Communications Inc COM(VZ) | Stock | 92343V104 | $4.3M | 108,286 | 0.6% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $4.2M | 47,811 | 0.6% |
| Pepsico Inc COM(PEP) | Stock | 713448108 | $4.1M | 22,480 | 0.6% |
| Comcast Corp New CL A(CMCSA) | Stock | 20030N101 | $4.0M | 115,773 | 0.6% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $4.0M | 80,690 | 0.6% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $4.0M | 47,719 | 0.6% |
| Medtronic PLC SHS(MDT) | Stock | G5960L103 | $3.9M | 50,448 | 0.6% |
| Vanguard Health Care ETF(VHT) | ETF | 92204A504 | $3.8M | 15,477 | 0.6% |