| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $1.5M | 2,915 | 1.1% |
| Constellation Energy Corp COM(CEG) | Stock | 21037T109 | $1.5M | 4,489 | 1.1% |
| Diamondback Energy Inc COM(FANG) | Stock | 25278X109 | $1.5M | 10,576 | 1.2% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $1.5M | 8,194 | 1.2% |
| Pepsico Inc COM(PEP) | Stock | 713448108 | $1.7M | 11,927 | 1.3% |
| Bristol-Myers Squibb Co COM(BMY) | Stock | 110122108 | $1.7M | 37,903 | 1.3% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $1.9M | 10,000 | 1.4% |
| Abbott Labs COM(ABT) | Stock | 002824100 | $2.0M | 14,927 | 1.5% |
| Trane Technologies PLC SHS(TT) | Stock | G8994E103 | $2.2M | 5,250 | 1.7% |
| Norfolk Southn Corp COM(NSC) | Stock | 655844108 | $2.4M | 8,035 | 1.9% |
| Spdr Portfolio Emerging Markets ETF(SPEM) | ETF | 78463X509 | $2.7M | 57,359 | 2.1% |
| Ishares Msci Eafe Small-Cap ETF(SCZ) | ETF | 464288273 | $2.9M | 37,429 | 2.2% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $4.4M | 8,424 | 3.4% |
| Spdr Portfolio S&P 500 Value ETF(SPYV) | ETF | 78464A508 | $7.7M | 139,542 | 5.9% |
| Ishares Russell 1000 Growth ETF(IWF) | ETF | 464287614 | $8.5M | 18,055 | 6.5% |
| Ishares Core S&P Small Cap ETF(IJR) | ETF | 464287804 | $8.6M | 72,777 | 6.7% |
| Spdr Portfolio Developed World Ex-US ETF(SPDW) | ETF | 78463X889 | $9.5M | 221,965 | 7.3% |
| Invesco S&P 500 Equal Weight ETF(RSP) | ETF | 46137V357 | $10.7M | 56,467 | 8.2% |
| Ishares Core S&P Mid-Cap ETF(IJH) | ETF | 464287507 | $11.0M | 167,911 | 8.4% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $16.2M | 21,236 | 12.5% |