| Microsoft Corp COM(MSFT) | Stock | 594918104 | $33.0M | 66,345 | 6.1% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $25.1M | 114,318 | 4.6% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $23.9M | 116,636 | 4.4% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $19.7M | 124,482 | 3.6% |
| Vanguard Mid-Cap ETF(VO) | ETF | 922908629 | $19.3M | 68,874 | 3.6% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $18.2M | 62,816 | 3.4% |
| Blackstone Inc COM(BX) | Stock | 09260D107 | $14.5M | 97,196 | 2.7% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $14.0M | 79,695 | 2.6% |
| Ishares Core S&P Small Cap ETF(IJR) | ETF | 464287804 | $13.9M | 127,202 | 2.6% |
| Vanguard Small-Cap ETF(VB) | ETF | 922908751 | $13.2M | 55,832 | 2.4% |
| Abbott Labs COM(ABT) | Stock | 002824100 | $11.6M | 85,348 | 2.1% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $10.2M | 13,853 | 1.9% |
| Mastercard Incorporated CL A(MA) | Stock | 57636Q104 | $10.0M | 17,837 | 1.9% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $9.0M | 14,542 | 1.7% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $8.9M | 49,952 | 1.6% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $8.7M | 46,771 | 1.6% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $8.1M | 10,403 | 1.5% |
| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $7.9M | 25,925 | 1.5% |
| Honeywell Intl Inc COM(HON) | Stock | 438516106 | $7.4M | 31,682 | 1.4% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $7.3M | 14,948 | 1.3% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $6.6M | 30,398 | 1.2% |
| Salesforce Inc COM(CRM) | Stock | 79466L302 | $6.1M | 22,343 | 1.1% |
| Roper Technologies Inc COM(ROP) | Stock | 776696106 | $5.9M | 10,379 | 1.1% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $5.7M | 10,108 | 1.1% |
| Intuit COM(INTU) | Stock | 461202103 | $5.7M | 7,183 | 1.0% |
| CME Group Inc COM(CME) | Stock | 12572Q105 | $5.6M | 20,342 | 1.0% |
| Ishares 0-3 Month Treasury Bond ETF(SGOV) | ETF | 46436E718 | $5.6M | 55,145 | 1.0% |
| Waste Mgmt Inc del COM(WM) | Stock | 94106L109 | $5.4M | 23,516 | 1.0% |
| Procter and Gamble Co COM(PG) | Stock | 742718109 | $5.3M | 33,400 | 1.0% |
| RTX Corporation COM(RTX) | Stock | 75513E101 | $5.2M | 35,843 | 1.0% |
| Danaher Corporation COM(DHR) | Stock | 235851102 | $4.9M | 24,711 | 0.9% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $4.9M | 69,985 | 0.9% |
| Marsh & Mclennan COS Inc COM(MRSH) | Stock | 571748102 | $4.8M | 21,786 | 0.9% |
| T-Mobile US Inc COM(TMUS) | Stock | 872590104 | $4.6M | 19,385 | 0.9% |
| American Tower Corp New COM(AMT) | REIT | 03027X100 | $4.4M | 19,871 | 0.8% |
| Spdr Portfolio Short Term Corporate Bond ETF(SPSB) | ETF | 78464A474 | $4.4M | 144,662 | 0.8% |
| TJX COS Inc New COM(TJX) | Stock | 872540109 | $4.4M | 35,341 | 0.8% |
| Zoetis Inc CL A(ZTS) | Stock | 98978V103 | $4.2M | 27,100 | 0.8% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $4.2M | 11,397 | 0.8% |
| Illinois Tool WKS Inc COM(ITW) | Stock | 452308109 | $4.1M | 16,616 | 0.8% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $3.9M | 3,985 | 0.7% |
| Ares Management Corporation CL A COM STK(ARES) | Stock | 03990B101 | $3.6M | 20,679 | 0.7% |
| Church & Dwight Co Inc COM(CHD) | Stock | 171340102 | $3.6M | 37,230 | 0.7% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $3.5M | 9,879 | 0.6% |
| Stryker Corporation COM(SYK) | Stock | 863667101 | $3.5M | 8,722 | 0.6% |
| Veralto Corp COM SHS(VLTO) | Stock | 92338C103 | $3.4M | 33,797 | 0.6% |
| Ishares Short Treasury Bond ETF(SHV) | ETF | 464288679 | $3.3M | 30,207 | 0.6% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $3.2M | 56,903 | 0.6% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $3.2M | 21,132 | 0.6% |
| Intercontinental Exchange Inc COM(ICE) | Stock | 45866F104 | $3.2M | 17,522 | 0.6% |