| Apple Inc(AAPL) | Stock | 037833100 | $6.4M | 33,057 | 5.7% |
| Microsoft(MSFT) | Stock | 594918104 | $3.8M | 11,059 | 3.4% |
| Vanguard International Dividend Appreciation ETF(VIGI) | ETF | 921946810 | $2.6M | 34,110 | 2.3% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $2.5M | 22,977 | 2.2% |
| Google Inc(GOOGL) | Stock | 02079K305 | $2.3M | 19,398 | 2.1% |
| Visa Inc(V) | Stock | 92826C839 | $2.2M | 9,101 | 1.9% |
| Raytheon Technologies Corp COM(RTX) | Stock | 75513E101 | $2.0M | 20,550 | 1.8% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $2.0M | 15,251 | 1.8% |
| Schwab US Tips ETF(SCHP) | ETF | 808524870 | $2.0M | 37,518 | 1.8% |
| Booz Allen Hamilton Hldg Corp CL A(BAH) | Stock | 099502106 | $1.9M | 17,097 | 1.7% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $1.9M | 5,551 | 1.7% |
| Lowes COS Inc COM(LOW) | Stock | 548661107 | $1.8M | 8,070 | 1.6% |
| Gallagher Arthur J & Co COM(AJG) | Stock | 363576109 | $1.7M | 7,937 | 1.6% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $1.7M | 15,248 | 1.6% |
| HCA Inc(HCA) | Stock | 40412C101 | $1.7M | 5,673 | 1.5% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $1.6M | 10,489 | 1.5% |
| Costco Wholesale Corp(COST) | Stock | 22160K105 | $1.6M | 3,048 | 1.5% |
| Stryker Corporation COM(SYK) | Stock | 863667101 | $1.6M | 5,371 | 1.5% |
| Canadian Pacific Kansas City COM(CP) | Stock | 13646K108 | $1.6M | 19,948 | 1.4% |
| FTI Consulting Inc COM(FCN) | Stock | 302941109 | $1.6M | 8,283 | 1.4% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $1.5M | 7,386 | 1.4% |
| Ishares 1-3 YR Credit Bond ETF(IGSB) | ETF | 464288646 | $1.5M | 30,096 | 1.3% |
| Tractor Supply Co(TSCO) | Stock | 892356106 | $1.4M | 6,513 | 1.3% |
| Broadridge FIN SOL(BR) | Stock | 11133T103 | $1.4M | 8,476 | 1.3% |
| Trinet Group Inc COM(TNET) | Stock | 896288107 | $1.4M | 14,513 | 1.2% |
| Qualcomm Inc(QCOM) | Stock | 747525103 | $1.4M | 11,486 | 1.2% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $1.4M | 4,749 | 1.2% |
| Unitedhealth Group(UNH) | Stock | 91324P102 | $1.4M | 2,827 | 1.2% |
| Marriott Intl Inc New CL A(MAR) | Stock | 571903202 | $1.3M | 7,321 | 1.2% |
| Lennox Intl Inc COM(LII) | Stock | 526107107 | $1.3M | 4,113 | 1.2% |
| Live Nation Entertainment Inc COM(LYV) | Stock | 538034109 | $1.2M | 13,615 | 1.1% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $1.2M | 8,460 | 1.1% |
| Charles RIV Labs Intl Inc COM(CRL) | Stock | 159864107 | $1.2M | 5,750 | 1.1% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | ETF | 92206C870 | $1.2M | 15,079 | 1.1% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $1.1M | 4,454 | 1.0% |
| Guggenheim ETF Trust S&P 500 Equal Weight(RSP) | ETF | 46137V357 | $1.1M | 7,603 | 1.0% |
| Vanguard Short-Term Inflation-Protected Securities ETF(VTIP) | ETF | 922020805 | $1.1M | 23,756 | 1.0% |
| Tyler Technologies Inc COM(TYL) | Stock | 902252105 | $1.1M | 2,700 | 1.0% |
| Intuit COM(INTU) | Stock | 461202103 | $1.1M | 2,422 | 1.0% |
| Lincoln Elec Hldgs Inc(LECO) | Stock | 533900106 | $1.1M | 5,515 | 1.0% |
| Nutrien LTD COM(NTR) | Stock | 67077M108 | $1.1M | 18,166 | 1.0% |
| PTC Inc COM(PTC) | Stock | 69370C100 | $1.0M | 7,077 | 0.9% |
| Sherwin Williams Co COM(SHW) | Stock | 824348106 | $979.9K | 3,690 | 0.9% |
| Ishares S&P Smallcap 600 ETF(IJR) | ETF | 464287804 | $972.5K | 9,760 | 0.9% |
| Dover Corp COM(DOV) | Stock | 260003108 | $921.1K | 6,238 | 0.8% |
| T Rowe Price Group Inc(TROW) | Stock | 74144T108 | $855.9K | 7,640 | 0.8% |
| Williams Sonoma Inc(WSM) | Stock | 969904101 | $787.6K | 6,294 | 0.7% |
| Boot Barn Hldgs Inc COM(BOOT) | Stock | 099406100 | $785.7K | 9,277 | 0.7% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $784.7K | 6,487 | 0.7% |
| Mastercard Inc(MA) | Stock | 57636Q104 | $735.7K | 1,871 | 0.7% |