| VVANGUARD INDEX FDSVOO |
| 16.82% | 17.32% | $74.4M | 108,290 | $72.7M | 111,614 | -3,324-2.98% | Reduce |
| IISHARES TRREZ |
| 10.23% | 10.05% | $45.2M | 477,843 | $42.2M | 478,333 | -490-0.10% | Reduce |
| IISHARES RUSSELLIWB |
| 8.51% | 8.6% | $37.6M | 91,894 | $36.1M | 93,093 | -1,199-1.29% | Reduce |
| VVANGUARD BD INDEX FDSBIV |
| 8.48% | 9.08% | $37.5M | 488,980 | $38.1M | 492,744 | -3,764-0.76% | Reduce |
| VVANGUARD FTSEVEA |
| 8.19% | 4.33% | $36.2M | 508,061 | $18.2M | 268,606 | +239,455+89.15% | Add |
 HUBBELL INCHUBB |
| 2.49% | 2.85% | $11.0M | 21,032 | $12.0M | 21,467 | -435-2.03% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.49% | 2.46% | $11.0M | 43,284 | $10.3M | 44,843 | -1,559-3.48% | Reduce |
 RTX CORPORATIONRTX |
| 2.43% | 2.46% | $10.8M | 56,711 | $10.3M | 57,619 | -908-1.58% | Reduce |
 NOVARTIS AGNVS |
| 2.25% | 2.29% | $9.9M | 63,414 | $9.6M | 65,092 | -1,678-2.58% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 2.23% | 2.21% | $9.9M | 60,610 | $9.3M | 61,978 | -1,368-2.21% | Reduce |
 EXXON MOBIL CORPXOM |
| 2.22% | 2.59% | $9.8M | 71,818 | $10.9M | 72,329 | -511-0.71% | Reduce |
 VISA INCV |
| 2.17% | 2.07% | $9.6M | 27,975 | $8.7M | 28,077 | -102-0.36% | Reduce |
| WWEC ENERGY GROUP INC COMIDU |
| 2.11% | 2.22% | $9.4M | 80,089 | $9.3M | 80,577 | -488-0.61% | Reduce |
 CANADIAN NATL RY COCNI |
| 2% | 2.02% | $8.9M | 74,252 | $8.5M | 74,503 | -251-0.34% | Reduce |
 MICROSOFT CORPMSFT |
| 1.93% | 2.27% | $8.5M | 22,873 | $9.5M | 22,894 | -21-0.09% | Reduce |
 PUBLIC STORAGE COMPSA |
| 1.91% | 1.98% | $8.5M | 26,573 | $8.3M | 26,759 | -186-0.70% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.91% | 2.1% | $8.5M | 28,843 | $8.8M | 28,964 | -121-0.42% | Reduce |
 PROCTER & GAMBLE COPG |
| 1.71% | 1.75% | $7.6M | 51,677 | $7.3M | 50,397 | +1,280+2.54% | Add |
 STRYKER CORPORATIONSYK |
| 1.69% | — | $7.5M | 23,776 | $0 | 0 | +23,776 | New Buy |
 HOULIHAN LOKEY INCHLI |
| 1.62% | 2% | $7.2M | 53,484 | $8.4M | 52,964 | +520+0.98% | Add |
 PEPSICO INCPEP |
| 1.58% | 1.91% | $7.0M | 51,555 | $8.0M | 51,542 | +13+0.03% | Add |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.56% | 1.65% | $6.9M | 41,467 | $6.9M | 39,824 | +1,643+4.13% | Add |
 MEDTRONIC PLCMDT |
| 1.52% | 1.69% | $6.7M | 85,942 | $7.1M | 84,844 | +1,098+1.29% | Add |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 1.33% | 1.29% | $5.9M | 44,816 | $5.4M | 40,510 | +4,306+10.63% | Add |
| IISHARES TRIVV |
| 1.23% | 1.25% | $5.4M | 7,239 | $5.2M | 7,364 | -125-1.70% | Reduce |
 CONOCOPHILLIPSCOP |
| 1.05% | 1.22% | $4.7M | 44,855 | $5.1M | 41,176 | +3,679+8.93% | Add |
| IISHARES RUSSELLIWM |
| 1.03% | 0.99% | $4.6M | 15,151 | $4.2M | 15,151 | 00.00% | Unchanged |
 ACCENTURE PLC IRELANDACN |
| 0.96% | 1.34% | $4.3M | 34,191 | $5.6M | 31,454 | +2,737+8.70% | Add |
 PHILLIPS 66PSX |
| 0.92% | 0.92% | $4.1M | 24,155 | $3.9M | 24,155 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.69% | 0.69% | $3.1M | 10,568 | $2.9M | 10,568 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVV |
| 0.68% | 0.68% | $3.0M | 8,770 | $2.9M | 8,770 | 00.00% | Unchanged |
| IISHARES COREIJR |
| 0.6% | 0.59% | $2.6M | 17,801 | $2.5M | 18,211 | -410-2.25% | Reduce |
| IISHARES RUSSELLIWF |
| 0.45% | 0.45% | $2.0M | 15,931 | $1.9M | 3,982 | +11,949+300.08% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.34% | 0.35% | $1.5M | 14,369 | $1.5M | 14,369 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.24% | 0.3% | $1.1M | 9,483 | $1.3M | 9,483 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVB |
| 0.23% | 0.23% | $1.0M | 3,345 | $947,471 | 3,345 | 00.00% | Unchanged |
| IISHARES TREEM |
| 0.22% | 0.21% | $968,412 | 14,156 | $882,627 | 14,156 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.21% | 0.22% | $925,216 | 4,624 | $923,135 | 4,624 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.21% | 0.21% | $907,720 | 2,540 | $860,781 | 2,540 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVNQ |
| 0.19% | 0.2% | $828,816 | 8,595 | $820,737 | 8,595 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.16% | 0.13% | $712,461 | 594 | $545,084 | 594 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.13% | 0.06% | $580,608 | 503 | $242,305 | 503 | 00.00% | Unchanged |
 COLGATE PALMOLIVE COCL |
| 0.13% | 0.12% | $553,564 | 6,038 | $505,501 | 6,038 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.12% | 0.1% | $541,278 | 2,151 | $432,243 | 2,151 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.12% | 0.1% | $532,450 | 500 | $417,620 | 500 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.1% | 0.11% | $420,193 | 1,763 | $449,706 | 1,763 | 00.00% | Unchanged |
 GE AEROSPACEGE |
| 0.09% | 0.08% | $420,073 | 1,124 | $317,350 | 1,124 | 00.00% | Unchanged |
| VVANGUARD INTL EQUITY INDEX FVSS |
| 0.08% | 0.09% | $360,576 | 2,337 | $364,151 | 2,337 | 00.00% | Unchanged |
| IISHARES TRIWD |
| 0.08% | 0.08% | $360,009 | 1,485 | $337,823 | 1,485 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.07% | 0.08% | $328,961 | 280 | $321,868 | 280 | 00.00% | Unchanged |
