 NVIDIA CORPORATIONNVDA |
| 2.9% | 2.76% | $22.2M | 111,090 | $20.4M | 117,183 | -6,093-5.20% | Reduce |
 QUANTA SVCS INCPWR |
| 2.88% | 2.88% | $22.1M | 30,691 | $21.3M | 38,764 | -8,073-20.83% | Reduce |
| VVANGUARD FTSEVEA |
| 2.73% | 2.5% | $21.0M | 294,267 | $18.5M | 288,503 | +5,764+2.00% | Add |
 ALPHABET INCGOOGL |
| 2.63% | 2.31% | $20.2M | 56,468 | $17.1M | 59,362 | -2,894-4.88% | Reduce |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 2.59% | 2.59% | $19.8M | 394,035 | $19.2M | 379,909 | +14,126+3.72% | Add |
 JPMORGAN CHASE & COJPM |
| 2.46% | 2.32% | $18.9M | 57,663 | $17.1M | 58,254 | -591-1.01% | Reduce |
 MICROSOFT CORPMSFT |
| 2.41% | 2.47% | $18.5M | 49,499 | $18.3M | 49,416 | +83+0.17% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.31% | 2.36% | $17.8M | 69,914 | $17.4M | 71,246 | -1,332-1.87% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.08% | 2.31% | $16.0M | 17,072 | $17.1M | 17,121 | -49-0.29% | Reduce |
 LINDE PLCLIN |
| 2.07% | 2.11% | $15.9M | 30,583 | $15.6M | 31,432 | -849-2.70% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 1.96% | 1.94% | $15.1M | 183,465 | $14.4M | 174,078 | +9,387+5.39% | Add |
 CHUBB LIMITEDCB |
| 1.93% | 1.95% | $14.8M | 43,390 | $14.4M | 44,205 | -815-1.84% | Reduce |
 TJX COS INC NEWTJX |
| 1.92% | 2.16% | $14.7M | 97,332 | $15.9M | 99,809 | -2,477-2.48% | Reduce |
 DEERE & CODE |
| 1.91% | 1.82% | $14.6M | 23,063 | $13.5M | 23,880 | -817-3.42% | Reduce |
| IISHARES COREIJR |
| 1.9% | 1.62% | $14.6M | 98,561 | $11.9M | 96,096 | +2,465+2.57% | Add |
 MERCK & CO INCMRK |
| 1.89% | 1.83% | $14.5M | 113,039 | $13.5M | 112,507 | +532+0.47% | Add |
 VISA INCV |
| 1.83% | 1.72% | $14.0M | 40,891 | $12.7M | 42,071 | -1,180-2.80% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 1.82% | 2.02% | $14.0M | 159,465 | $14.9M | 160,752 | -1,287-0.80% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.71% | 2.16% | $13.1M | 45,220 | $15.9M | 46,177 | -957-2.07% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.7% | 1.84% | $13.1M | 61,307 | $13.6M | 62,173 | -866-1.39% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.54% | 1.56% | $11.8M | 80,379 | $11.5M | 79,912 | +467+0.58% | Add |
 MCDONALDS CORPMCD |
| 1.48% | 1.77% | $11.4M | 42,022 | $13.1M | 42,065 | -43-0.10% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.47% | 1.93% | $11.3M | 67,337 | $14.2M | 67,776 | -439-0.65% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.46% | 1.36% | $11.2M | 49,986 | $10.0M | 49,437 | +549+1.11% | Add |
 NOVARTIS AGNVS |
| 1.44% | 1.45% | $11.1M | 70,745 | $10.7M | 70,211 | +534+0.76% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.44% | 1.47% | $11.1M | 22,101 | $10.8M | 22,065 | +36+0.16% | Add |
 TEXAS INSTRS INCTXN |
| 1.43% | 0.98% | $11.0M | 36,766 | $7.3M | 37,433 | -667-1.78% | Reduce |
 PUBLIC STORAGE COMPSA |
| 1.41% | 1.25% | $10.8M | 33,910 | $9.2M | 34,094 | -184-0.54% | Reduce |
 ORACLE CORPORCL |
| 1.36% | 1.42% | $10.5M | 71,335 | $10.5M | 71,571 | -236-0.33% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.35% | 1.26% | $10.3M | 20,831 | $9.3M | 20,907 | -76-0.36% | Reduce |
 KINDER MORGAN INC DEL COMKMI |
| 1.33% | 1.46% | $10.2M | 318,213 | $10.8M | 322,135 | -3,922-1.22% | Reduce |
 ZOETIS INC CL AZTS |
| 1.25% | 1.17% | $9.6M | 133,588 | $8.6M | 73,082 | +60,506+82.79% | Add |
| IISHARES GOLD TRIAU |
| 1.25% | 1.06% | $9.6M | 126,913 | $7.8M | 88,872 | +38,041+42.80% | Add |
 DUKE ENERGY CORP NEWDUK |
| 1.22% | 1.29% | $9.3M | 73,855 | $9.5M | 72,926 | +929+1.27% | Add |
| IISHARES TRTIP |
| 1.19% | 1.2% | $9.1M | 83,138 | $8.8M | 80,127 | +3,011+3.76% | Add |
| PPROLOGIS INC. COMPLD |
| 1.18% | 1.2% | $9.0M | 66,742 | $8.9M | 67,375 | -633-0.94% | Reduce |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.16% | 1.33% | $8.9M | 67,963 | $9.9M | 68,992 | -1,029-1.49% | Reduce |
 MEDTRONIC PLCMDT |
| 1.15% | 1.36% | $8.8M | 112,904 | $10.1M | 116,112 | -3,208-2.76% | Reduce |
 ADOBE INC COMADBE |
| 1.15% | 1.7% | $8.8M | 42,973 | $12.6M | 51,692 | -8,719-16.87% | Reduce |
 HOME DEPOT INCHD |
| 1.14% | 1.12% | $8.7M | 24,722 | $8.3M | 25,238 | -516-2.04% | Reduce |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.12% | 0.86% | $8.6M | 84,257 | $6.3M | 80,693 | +3,564+4.42% | Add |
| VVANGUARD TOTALBNDX |
| 1.1% | 1.14% | $8.4M | 174,449 | $8.4M | 175,513 | -1,064-0.61% | Reduce |
 XYLEM INCXYL |
| 1.09% | 1.15% | $8.4M | 70,649 | $8.5M | 71,393 | -744-1.04% | Reduce |
 PEPSICO INCPEP |
| 1.08% | 1.26% | $8.3M | 61,162 | $9.3M | 60,148 | +1,014+1.69% | Add |
 S&P GLOBAL INCSPGI |
| 1.06% | 1.13% | $8.1M | 19,918 | $8.3M | 19,566 | +352+1.80% | Add |
 PACKAGING CORP AMERPKG |
| 1.02% | 0.96% | $7.8M | 32,905 | $7.1M | 33,305 | -400-1.20% | Reduce |
 MONDELEZ INTL INC CL AMDLZ |
| 1% | 1.03% | $7.6M | 132,066 | $7.6M | 132,301 | -235-0.18% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.99% | 1.28% | $7.6M | 45,693 | $9.5M | 45,746 | -53-0.12% | Reduce |
| IISHARES TRIEI |
| 0.96% | 0.97% | $7.4M | 62,695 | $7.2M | 60,421 | +2,274+3.76% | Add |
 Genuine Parts Co ComGPC |
| 0.96% | 0.9% | $7.3M | 62,259 | $6.6M | 62,729 | -470-0.75% | Reduce |
