 NVIDIA CORPORATIONNVDA |
| 8.47% | 8.39% | $20.5M | 102,551 | $18.8M | 107,876 | -5,325-4.94% | Reduce |
 CATERPILLAR INCCAT |
| 5.67% | 4.21% | $13.7M | 12,905 | $9.5M | 13,341 | -436-3.27% | Reduce |
 APPLE INCAAPL |
| 5.54% | 5.36% | $13.4M | 46,401 | $12.0M | 47,342 | -941-1.99% | Reduce |
| IISHARES RUSSELLIWF |
| 5.22% | 4.8% | $12.7M | 101,889 | $10.8M | 25,250 | +76,639+303.52% | Add |
 MICROSOFT CORPMSFT |
| 3.91% | 4.32% | $9.5M | 25,438 | $9.7M | 26,158 | -720-2.75% | Reduce |
 CUMMINS INCCMI |
| 2.66% | 2.24% | $6.4M | 9,030 | $5.0M | 9,352 | -322-3.44% | Reduce |
 CBOE GLOBAL MKTS INCCBOE |
| 2.64% | 3.44% | $6.4M | 26,396 | $7.7M | 27,446 | -1,050-3.83% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 2.59% | 2.78% | $6.3M | 12,199 | $6.2M | 12,501 | -302-2.42% | Reduce |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.45% | 2.41% | $5.9M | 197,591 | $5.4M | 179,756 | +17,835+9.92% | Add |
 UNITED RENTALS INCURI |
| 2.38% | 1.75% | $5.8M | 5,091 | $3.9M | 5,388 | -297-5.51% | Reduce |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 2.38% | 2% | $5.8M | 39,325 | $4.5M | 35,051 | +4,274+12.19% | Add |
| IISHARES TRLQD |
| 2.33% | 2.16% | $5.6M | 51,784 | $4.8M | 44,403 | +7,381+16.62% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 2.26% | 2.17% | $5.5M | 69,197 | $4.9M | 61,333 | +7,864+12.82% | Add |
 TJX COS INC NEWTJX |
| 2.24% | 2.62% | $5.4M | 35,900 | $5.9M | 36,799 | -899-2.44% | Reduce |
 ALPHABET INCGOOGL |
| 2.2% | 1.91% | $5.3M | 14,903 | $4.3M | 14,906 | -3-0.02% | Reduce |
 STATE STR CORP COMSTT |
| 1.8% | 1.51% | $4.4M | 25,711 | $3.4M | 26,718 | -1,007-3.77% | Reduce |
 ECOLAB INCECL |
| 1.64% | 1.75% | $4.0M | 14,237 | $3.9M | 14,681 | -444-3.02% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 1.64% | 1.84% | $4.0M | 29,588 | $4.1M | 30,544 | -956-3.13% | Reduce |
 ROCKWELL AUTOMATION INCROK |
| 1.62% | 1.32% | $3.9M | 7,945 | $3.0M | 8,279 | -334-4.03% | Reduce |
| IISHARES TRIWS |
| 1.56% | 1.37% | $3.8M | 22,963 | $3.1M | 21,128 | +1,835+8.69% | Add |
 AMAZON COM INCAMZN |
| 1.54% | 1.48% | $3.7M | 15,701 | $3.3M | 15,894 | -193-1.21% | Reduce |
 RESMED INCRMD |
| 1.51% | 1.94% | $3.7M | 18,756 | $4.4M | 19,413 | -657-3.38% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.43% | 1.48% | $3.5M | 10,071 | $3.3M | 10,342 | -271-2.62% | Reduce |
 BALL CORPBALL |
| 1.3% | 1.38% | $3.1M | 50,441 | $3.1M | 52,252 | -1,811-3.47% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 1.26% | 1.25% | $3.0M | 19,253 | $2.8M | 18,874 | +379+2.01% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 1.22% | 1.07% | $2.9M | 28,353 | $2.4M | 24,748 | +3,605+14.57% | Add |
 YUM BRANDS INC COMYUM |
| 1.21% | 1.3% | $2.9M | 18,341 | $2.9M | 18,811 | -470-2.50% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.2% | 1.24% | $2.9M | 13,333 | $2.8M | 13,981 | -648-4.63% | Reduce |
 ROSS STORES INC COMROST |
| 1.18% | 1.34% | $2.9M | 13,478 | $3.0M | 13,848 | -370-2.67% | Reduce |
 TEXAS INSTRS INCTXN |
| 1.06% | 0.77% | $2.6M | 8,656 | $1.7M | 8,941 | -285-3.19% | Reduce |
 FEDEX CORPFDX |
| 1.05% | 1.34% | $2.6M | 8,166 | $3.0M | 8,431 | -265-3.14% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.05% | 1% | $2.5M | 7,770 | $2.2M | 7,628 | +142+1.86% | Add |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 1.02% | 0.81% | $2.5M | 6,283 | $1.8M | 5,821 | +462+7.94% | Add |
 NOVO-NORDISK A SNVO |
| 0.99% | 0.83% | $2.4M | 50,243 | $1.9M | 50,927 | -684-1.34% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.99% | 1.06% | $2.4M | 9,471 | $2.4M | 9,752 | -281-2.88% | Reduce |
 HERSHEY CO COMHSY |
| 0.94% | 1.24% | $2.3M | 13,050 | $2.8M | 13,422 | -372-2.77% | Reduce |
 WALMART INCWMT |
| 0.89% | 1.08% | $2.2M | 19,050 | $2.4M | 19,502 | -452-2.32% | Reduce |
| IISHARES RUSSELL 2000 VALUE ETFIWN |
| 0.87% | 0.71% | $2.1M | 9,528 | $1.6M | 8,375 | +1,153+13.77% | Add |
| CCHEMED CORP NEWCHE |
| 0.86% | 0.78% | $2.1M | 4,479 | $1.8M | 4,634 | -155-3.34% | Reduce |
| IISHARES CORE 1-5 YEAR USD BOND ETFISTB |
| 0.85% | 0.86% | $2.1M | 42,934 | $1.9M | 39,796 | +3,138+7.89% | Add |
 US BANCORPUSB |
| 0.83% | 0.78% | $2.0M | 33,475 | $1.7M | 33,603 | -128-0.38% | Reduce |
 HOME DEPOT INCHD |
| 0.83% | 0.87% | $2.0M | 5,721 | $1.9M | 5,906 | -185-3.13% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 0.73% | 1.32% | $1.8M | 14,308 | $3.0M | 14,900 | -592-3.97% | Reduce |
 COLGATE PALMOLIVE COCL |
| 0.73% | 0.75% | $1.8M | 19,232 | $1.7M | 19,830 | -598-3.02% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 0.73% | 0.66% | $1.8M | 7,541 | $1.5M | 8,109 | -568-7.00% | Reduce |
 EASTMAN CHEM COEMN |
| 0.71% | 0.89% | $1.7M | 25,849 | $2.0M | 26,110 | -261-1.00% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.69% | 0.63% | $1.7M | 1,651 | $1.4M | 1,663 | -12-0.72% | Reduce |
 DEERE & CODE |
| 0.66% | 0.62% | $1.6M | 2,528 | $1.4M | 2,450 | +78+3.18% | Add |
 SMITH A O CORPAOS |
| 0.62% | 0.74% | $1.5M | 23,775 | $1.7M | 25,153 | -1,378-5.48% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 0.58% | 0.64% | $1.4M | 6,149 | $1.4M | 6,573 | -424-6.45% | Reduce |
