| Microsoft Corp COM(MSFT) | Stock | 594918104 | $20.4M | 87,456 | 3.2% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $16.5M | 92,932 | 2.6% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $14.0M | 101,206 | 2.2% |
| Schwab U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $11.8M | 277,722 | 1.8% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $11.3M | 69,358 | 1.8% |
| Invesco QQQ Trust Series I(QQQ) | ETF | 46090E103 | $10.7M | 40,066 | 1.7% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $10.5M | 78,453 | 1.6% |
| Invesco Bulletshares 2024 Corporate Bond ETF(BSCO) | ETF | 46138J841 | $10.3M | 502,815 | 1.6% |
| Invesco Bulletshares 2023 Corporate Bond ETF | ETF | 46138J866 | $9.6M | 460,930 | 1.5% |
| Invesco Bulletshares 2025 Corporate Bond ETF(BSCP) | ETF | 46138J825 | $9.5M | 478,545 | 1.5% |
| Schwab US Tips ETF(SCHP) | ETF | 808524870 | $9.2M | 177,831 | 1.4% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $9.0M | 120,767 | 1.4% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $8.9M | 92,985 | 1.4% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $8.7M | 99,295 | 1.3% |
| United Parcel Service Inc CL B(UPS) | Stock | 911312106 | $8.7M | 53,575 | 1.3% |
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $8.2M | 16,257 | 1.3% |
| Vanguard Information Technology ETF(VGT) | ETF | 92204A702 | $7.9M | 25,708 | 1.2% |
| Lowes COS Inc COM(LOW) | Stock | 548661107 | $7.8M | 41,746 | 1.2% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $7.6M | 28,420 | 1.2% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $7.1M | 36,325 | 1.1% |
| Pfizer Inc COM(PFE) | Stock | 717081103 | $7.0M | 160,074 | 1.1% |
| Merck & Co Inc COM(MRK) | Stock | 58933Y105 | $6.7M | 77,574 | 1.0% |
| Duke Energy Corp New COM New(DUK) | Stock | 26441C204 | $6.5M | 69,880 | 1.0% |
| Schwab U.S. Mid-Cap ETF(SCHM) | ETF | 808524508 | $6.4M | 105,546 | 1.0% |
| First Ctzns Bancshares Inc N C CL A(FCNCA) | Stock | 31946M103 | $6.3M | 7,918 | 1.0% |
| Disney Walt Co COM(DIS) | Stock | 254687106 | $5.9M | 62,540 | 0.9% |
| Coca Cola Co COM(KO) | Stock | 191216100 | $5.8M | 103,390 | 0.9% |
| Waste Mgmt Inc del COM(WM) | Stock | 94106L109 | $5.2M | 32,536 | 0.8% |
| Abbott Labs COM(ABT) | Stock | 002824100 | $5.2M | 53,590 | 0.8% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $5.0M | 18,259 | 0.8% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $4.9M | 43,585 | 0.8% |
| Southern Co COM(SO) | Stock | 842587107 | $4.7M | 68,683 | 0.7% |
| Procter and Gamble Co COM(PG) | Stock | 742718109 | $4.7M | 36,896 | 0.7% |
| Enbridge Inc COM(ENB) | Stock | 29250N105 | $4.6M | 124,531 | 0.7% |
| Chevron Corp New COM(CVX) | Stock | 166764100 | $4.6M | 31,895 | 0.7% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $4.5M | 13,900 | 0.7% |
| Vanguard Short-Term Treasury ETF(VGSH) | ETF | 92206C102 | $4.4M | 76,415 | 0.7% |
| Verizon Communications Inc COM(VZ) | Stock | 92343V104 | $4.3M | 113,006 | 0.7% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $4.2M | 43,922 | 0.7% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $4.2M | 12,786 | 0.7% |
| Adobe Inc COM(ADBE) | Stock | 00724F101 | $4.1M | 14,749 | 0.6% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $4.0M | 7,918 | 0.6% |
| Fedex Corp COM(FDX) | Stock | 31428X106 | $4.0M | 26,756 | 0.6% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $3.9M | 78,707 | 0.6% |
| Intel Corp COM(INTC) | Stock | 458140100 | $3.9M | 150,911 | 0.6% |
| Medtronic PLC SHS(MDT) | Stock | G5960L103 | $3.8M | 46,518 | 0.6% |
| Republic Svcs Inc COM(RSG) | Stock | 760759100 | $3.7M | 27,330 | 0.6% |
| Ishares U.S. Medical Devices ETF(IHI) | ETF | 464288810 | $3.7M | 78,080 | 0.6% |
| Qualcomm Inc COM(QCOM) | Stock | 747525103 | $3.5M | 30,933 | 0.5% |
| Pepsico Inc COM(PEP) | Stock | 713448108 | $3.5M | 21,297 | 0.5% |