| AbbVie Inc.(ABBV) | COM | 00287Y109 | $140.0K | 1,595 | 32.8% |
| Cisco Systems(CSCO) | COM | 17275R102 | $103.0K | 2,621 | 24.1% |
| Carrier Global Corp-Wi(CARR) | COM | 14448C104 | $57.0K | 1,860 | 13.3% |
| Schwab US Large Cap ETF(SCHX) | COM | 808524201 | $34.2K | 424,616 | 8.0% |
| Schwab US Small Cap ETF(SCHA) | COM | 808524607 | $25.7K | 376,809 | 6.0% |
| Schwab US Mid Cap ETF(SCHM) | COM | 808524508 | $15.7K | 282,981 | 3.7% |
| Vanguard Mega Cap Value ETF(MGV) | COM | 921910840 | $12.2K | 159,157 | 2.9% |
| iShares Russell Mid Cap Value ETF(IWS) | COM | 464287473 | $7.3K | 89,924 | 1.7% |
| S&P 500 Spdr Trust(SPY) | COM | 78462F103 | $6.6K | 19,563 | 1.5% |
| Spdr S&P MidCap 400 ETF(MDY) | COM | 78467Y107 | $4.0K | 11,791 | 0.9% |
| Schwab US Large Cap Growth ETF(SCHG) | COM | 808524300 | $3.1K | 27,333 | 0.7% |
| iShares Core S&P Small Cap ETF(IJR) | COM | 464287804 | $2.4K | 34,729 | 0.6% |
| NVR, Inc.(NVR) | COM | 62944T105 | $1.5K | 375 | 0.4% |
| Schwab US Broad Market ETF(SCHB) | COM | 808524102 | $1.2K | 14,506 | 0.3% |
| Schwab International Equity ETF(SCHF) | COM | 808524805 | $974 | 31,004 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $809 | 6,984 | 0.2% |
| 3M(MMM) | COM | 88579Y101 | $712 | 4,446 | 0.2% |
| Schwab Emerging Markets ETF(SCHE) | COM | 808524706 | $584 | 21,815 | 0.1% |
| Amazon.com(AMZN) | COM | 023135106 | $479 | 152 | 0.1% |
| J. P. Morgan Chase(JPM) | COM | 46625H100 | $430 | 4,465 | 0.1% |
| Vanguard Total Stock Market ETF(VTI) | COM | 922908769 | $387 | 2,274 | 0.1% |
| Schwab US Large Cap Value ETF(SCHV) | COM | 808524409 | $304 | 5,827 | 0.1% |
| iShares S&P Mid Cap 400 Growth ETF(IJK) | COM | 464287606 | $300 | 1,256 | 0.1% |
| Vanguard Growth ETF(VUG) | COM | 922908736 | $283 | 1,243 | 0.1% |
| iShares S&P 500 Value ETF(IVE) | COM | 464287408 | $281 | 2,499 | 0.1% |
| Microsoft(MSFT) | COM | 594918104 | $278 | 1,324 | 0.1% |
| Proctor & Gamble Co(PG) | COM | 742718109 | $276 | 1,985 | 0.1% |
| Choice Hotels International Inc.(CHH) | COM | 169905106 | $241 | 2,800 | 0.1% |
| iShares S&P 500 Growth ETF(IVW) | COM | 464287309 | $237 | 1,026 | 0.1% |
| Vanguard Value ETF(VTV) | COM | 922908744 | $225 | 2,150 | 0.1% |
| iShares S&P Mid Cap 400 Value ETF(IJJ) | COM | 464287705 | $219 | 1,626 | 0.1% |
| Home Depot, Inc.(HD) | COM | 437076102 | $207 | 744 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $201 | 1,351 | 0.0% |
| iShares Msci Switzerland Index ETF(EWL) | COM | 464286749 | $196 | 4,780 | 0.0% |
| Pinnacle West Cap CP(PNW) | COM | 723484101 | $169 | 2,271 | 0.0% |
| Federal Realty Investment Trust(FRTEUR) | COM | 313747206 | $169 | 2,300 | 0.0% |
| Schwab US Aggregate Bond ETF(SCHZ) | COM | 808524839 | $166 | 2,958 | 0.0% |
| iShares Core S&P 500 ETF(IVV) | COM | 464287200 | $154 | 459 | 0.0% |
| Target Corporation(TGT) | COM | 87612E106 | $142 | 900 | 0.0% |
| Merck & Co., Inc.(MRK) | COM | 58933Y105 | $140 | 1,691 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $138 | 1,267 | 0.0% |
| NextEra Energy Inc(NEE) | COM | 65339F101 | $136 | 489 | 0.0% |
| Xcel Energy(XEL) | COM | 98389B100 | $127 | 1,837 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $125 | 400 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $115 | 300 | 0.0% |
| iShares Russell 1000 ETF(IWB) | COM | 464287622 | $115 | 612 | 0.0% |
| Raytheon Technologies Ord(RTX) | COM | 75513E101 | $107 | 1,860 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $106 | 2,050 | 0.0% |
| Berkshire Hathaway Cl B(BRK/B) | COM | 084670702 | $106 | 500 | 0.0% |
| Verizon Communications(VZ) | COM | 92343V104 | $104 | 1,746 | 0.0% |