 APPLE INCAAPL |
| 4.71% | 4.38% | $33.6M | 116,067 | $31.3M | 123,393 | -7,326-5.94% | Reduce |
| AAlphabet Inc Class CGOOG |
| 4.66% | 3.95% | $33.2M | 94,073 | $28.3M | 98,506 | -4,433-4.50% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.1% | 3.93% | $29.2M | 145,878 | $28.1M | 161,234 | -15,356-9.52% | Reduce |
| IISHARES TRSHV |
| 3.79% | 4.11% | $27.0M | 244,953 | $29.4M | 266,374 | -21,421-8.04% | Reduce |
 MICROSOFT CORPMSFT |
| 3.58% | 3.8% | $25.5M | 68,317 | $27.2M | 73,410 | -5,093-6.94% | Reduce |
 VISA INCV |
| 3.53% | 3.71% | $25.2M | 73,331 | $26.5M | 87,751 | -14,420-16.43% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 3.5% | 3.72% | $24.9M | 14,696 | $26.6M | 15,371 | -675-4.39% | Reduce |
 TJX COS INC NEWTJX |
| 3.27% | 3.84% | $23.3M | 153,607 | $27.5M | 171,906 | -18,299-10.64% | Reduce |
 AMAZON COM INCAMZN |
| 3.22% | 3.28% | $23.0M | 96,432 | $23.5M | 112,668 | -16,236-14.41% | Reduce |
 ASML HLDG NVASML |
| 2.98% | 2.16% | $21.3M | 10,691 | $15.4M | 11,697 | -1,006-8.60% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 2.89% | 1.87% | $20.6M | 27,010 | $13.3M | 34,151 | -7,141-20.91% | Reduce |
 ANALOG DEVICES INC COMADI |
| 2.79% | 2.39% | $19.9M | 50,107 | $17.1M | 53,711 | -3,604-6.71% | Reduce |
 ABBVIE INCABBV |
| 2.71% | 2.49% | $19.3M | 76,892 | $17.8M | 81,849 | -4,957-6.06% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 2.6% | 2.48% | $18.5M | 82,788 | $17.8M | 87,378 | -4,590-5.25% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.56% | 3.44% | $18.3M | 19,533 | $24.6M | 24,655 | -5,122-20.77% | Reduce |
 ALPHABET INCGOOGL |
| 2.38% | 2.19% | $17.0M | 47,537 | $15.7M | 54,467 | -6,930-12.72% | Reduce |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 2.29% | 2.39% | $16.3M | 349,217 | $17.1M | 364,166 | -14,949-4.10% | Reduce |
 LINDE PLCLIN |
| 2.29% | 2.26% | $16.3M | 31,475 | $16.1M | 32,517 | -1,042-3.20% | Reduce |
 ELI LILLY & COLLY |
| 2.07% | 1.77% | $14.8M | 12,300 | $12.6M | 13,737 | -1,437-10.46% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 2.01% | 1.9% | $14.4M | 246,652 | $13.6M | 231,568 | +15,084+6.51% | Add |
 CHUBB LIMITEDCB |
| 1.96% | 2.12% | $14.0M | 41,089 | $15.1M | 46,378 | -5,289-11.40% | Reduce |
 DATADOG INCDDOG |
| 1.81% | 1.12% | $12.9M | 49,482 | $8.0M | 67,695 | -18,213-26.90% | Reduce |
 BROADCOM INCAVGO |
| 1.79% | 1.57% | $12.8M | 33,855 | $11.3M | 36,354 | -2,499-6.87% | Reduce |
| IISHARES ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.75% | 1.85% | $12.5M | 263,451 | $13.2M | 278,642 | -15,191-5.45% | Reduce |
 DIGITAL RLTY TR INC COMDLR |
| 1.74% | 1.9% | $12.4M | 68,963 | $13.6M | 75,337 | -6,374-8.46% | Reduce |
 ECOLAB INCECL |
| 1.69% | 1.7% | $12.0M | 43,161 | $12.1M | 45,619 | -2,458-5.39% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.64% | 1.62% | $11.7M | 15,632 | $11.6M | 17,812 | -2,180-12.24% | Reduce |
 NOVARTIS AGNVS |
| 1.63% | 1.69% | $11.6M | 74,291 | $12.1M | 79,087 | -4,796-6.06% | Reduce |
 ASTRAZENECA PLCAZN |
| 1.56% | 1.75% | $11.1M | 58,678 | $12.5M | 63,310 | -4,632-7.32% | Reduce |
 AON PLC SHS CL AAON |
| 1.56% | 1.55% | $11.1M | 33,519 | $11.1M | 34,261 | -742-2.17% | Reduce |
 EMERSON ELEC COEMR |
| 1.53% | 1.47% | $10.9M | 76,079 | $10.5M | 80,295 | -4,216-5.25% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.51% | 1.47% | $10.7M | 43,658 | $10.5M | 50,504 | -6,846-13.56% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.27% | 1.01% | $9.1M | 24,137 | $7.2M | 25,922 | -1,785-6.89% | Reduce |
| PPROLOGIS INC. COMPLD |
| 1.27% | 1.3% | $9.0M | 66,749 | $9.3M | 70,515 | -3,766-5.34% | Reduce |
 NETFLIX INCNFLX |
| 1.27% | 1.93% | $9.0M | 126,496 | $13.8M | 143,439 | -16,943-11.81% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.23% | 1.75% | $8.7M | 145,372 | $12.5M | 219,009 | -73,637-33.62% | Reduce |
 WASTE CONNECTIONS INCWCN |
| 1.06% | — | $7.5M | 45,156 | $0 | 0 | +45,156 | New Buy |
 TRANSUNIONTRU |
| 1.02% | 1.07% | $7.3M | 101,030 | $7.7M | 110,634 | -9,604-8.68% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.99% | 0.97% | $7.1M | 139,841 | $6.9M | 138,634 | +1,207+0.87% | Add |
 COLGATE PALMOLIVE COCL |
| 0.92% | 1.52% | $6.5M | 71,224 | $10.9M | 127,322 | -56,098-44.06% | Reduce |
| SSIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSMERY |
| 0.91% | — | $6.5M | 170,974 | $0 | 0 | +170,974 | New Buy |
 HOME DEPOT INCHD |
| 0.88% | 0.95% | $6.3M | 17,811 | $6.8M | 20,727 | -2,916-14.07% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.8% | 0.9% | $5.7M | 13,961 | $6.4M | 15,142 | -1,181-7.80% | Reduce |
 KROGER CO COMKR |
| 0.7% | 1.98% | $5.0M | 90,406 | $14.1M | 195,102 | -104,696-53.66% | Reduce |
 NATIONAL GRID PLC SPONSORED ADR NENGG |
| 0.66% | 0.78% | $4.7M | 56,586 | $5.6M | 65,697 | -9,111-13.87% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.47% | 0.76% | $3.3M | 26,861 | $5.4M | 27,328 | -467-1.71% | Reduce |
 APPLIED MATLS INCAMAT |
| 0.36% | 0.18% | $2.6M | 3,587 | $1.3M | 3,718 | -131-3.52% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.33% | 0.29% | $2.3M | 14,266 | $2.0M | 14,266 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 0.29% | 0.42% | $2.1M | 11,016 | $3.0M | 15,801 | -4,785-30.28% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.25% | 0.22% | $1.8M | 2,601 | $1.6M | 2,601 | 00.00% | Unchanged |
