Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VEU	VANGUARD INTL EQUITY INDEX F	2,557,570	$161M	7.0%	$63.00	$50.17	+25.6%	ALLWRLD EX US	922042775
MSFT	MICROSOFT CORP	306,591	$132M	5.7%	$430.30	$27.83	+1431.8%	COM	594918104
AAPL	APPLE INC	413,181	$96.27M	4.2%	$233.00	$143.47	+61.5%	COM	037833100
GOOGL	ALPHABET INC	565,671	$93.82M	4.1%	$165.85	$111.11	+48.5%	CAP STK CL A	02079K305
BRK/B	BERKSHIRE HATHAWAY INC DEL	194,059	$89.32M	3.9%	$460.26	$207.29	+122.0%	CL B NEW	084670702
WSO	WATSCO INC	120,255	$59.15M	2.6%	$491.88	$102.69	+379.0%	COM	942622200
TJX	TJX COS INC NEW	480,221	$56.45M	2.4%	$117.54	$40.04	+189.1%	COM	872540109
SPGI	S&P GLOBAL INC	105,824	$54.67M	2.4%	$516.62	$343.19	+49.2%	COM	78409V104
META	META PLATFORMS INC	94,570	$54.14M	2.3%	$572.44	$309.91	+84.0%	CL A	30303M102
NVDA	NVIDIA CORPORATION	430,449	$52.28M	2.3%	$121.45	$103.99	+16.7%	COM	67066G104
DHR	DANAHER CORPORATION	185,438	$51.6M	2.2%	$278.29	$52.41	+426.5%	COM	235851102
V	VISA INC	185,548	$51.02M	2.2%	$274.95	$59.96	+354.5%	COM CL A	92826C839
TMO	THERMO FISHER SCIENTIFIC INC	77,673	$48.08M	2.1%	$618.95	$101.23	+508.4%	COM	883556102
AMT	AMERICAN TOWER CORP NEW	206,205	$47.96M	2.1%	$232.56 *	$81.48	+171.3%	COM	03027X100
APH	AMPHENOL CORP NEW	712,184	$46.52M	2.0%	$65.32	$45.14	+42.9%	CL A	032095101
ECL	ECOLAB INC	170,082	$43.53M	1.9%	$255.94	$111.95	+125.2%	COM	278865100
KNSL	KINSALE CAP GROUP INC	93,199	$43.39M	1.9%	$465.57	$90.82	+411.7%	COM	49714P108
MELI	MERCADOLIBRE INC	16,486	$33.83M	1.5%	$2051.96	$482.58	+325.2%	COM	58733R102
TEL	TE CONNECTIVITY PLC	211,132	$31.88M	1.4%	$150.99	$146.90	+1.1%	ORD SHS	G87052109
ORLY	OREILLY AUTOMOTIVE INC	27,484	$31.65M	1.4%	$1151.60 *	$58.19	+31.9%	COM	67103H107
SPY	SPDR S&P 500 ETF TR	54,663	$31.46M	1.4%	$575.51	$221.07	+159.5%	TR UNIT	78462F103
CB	CHUBB LIMITED	100,722	$29.14M	1.3%	$289.28	$105.59	+170.5%	COM	H1467J104
SYK	STRYKER CORPORATION	79,850	$28.91M	1.3%	$362.05	$274.01	+30.3%	COM	863667101
WMT	WALMART INC	352,227	$28.44M	1.2%	$80.75	$60.34	+32.3%	COM	931142103
UNP	UNION PAC CORP	113,044	$27.86M	1.2%	$246.48 *	$169.20	+41.5%	COM	907818108
AWK	AMERICAN WTR WKS CO INC NEW	189,663	$27.74M	1.2%	$146.24 *	$90.61	+56.6%	COM	030420103
ADP	AUTOMATIC DATA PROCESSING IN	93,408	$25.98M	1.1%	$278.14 *	$94.72	+184.4%	COM	053015103
IBDR	ISHARES TR	1,053,879	$25.61M	1.1%	$24.30	$23.75	+2.3%	IBONDS DEC2026	46435GAA0
IDXX	IDEXX LABS INC	49,854	$25.19M	1.1%	$505.22	$62.44	+709.1%	COM	45168D104
MKC	MCCORMICK & CO INC	301,081	$24.78M	1.1%	$82.30 *	$65.66	+20.8%	COM NON VTG	579780206
CVX	CHEVRON CORP NEW	166,988	$24.59M	1.1%	$147.27 *	$97.32	+43.2%	COM	166764100
ESGD	ISHARES TR	281,360	$23.68M	1.0%	$84.17	$63.82	+31.9%	ESG AW MSCI EAFE	46435G516
—	ISHARES TR	902,124	$22.64M	1.0%	$25.10	$24.66	—	IBONDS DEC25 ETF	46434VBD1
JNJ	JOHNSON & JOHNSON	132,918	$21.54M	0.9%	$162.06 *	$82.33	+89.5%	COM	478160104
TDG	TRANSDIGM GROUP INC	15,075	$21.51M	0.9%	$1427.13 *	$1152.37	+9.8%	COM	893641100
SNPS	SYNOPSYS INC	40,038	$20.27M	0.9%	$506.39	$511.16	-0.9%	COM	871607107
NOW	SERVICENOW INC	22,553	$20.17M	0.9%	$894.39 *	$148.66	+20.3%	COM	81762P102
STZ	CONSTELLATION BRANDS INC	76,855	$19.8M	0.9%	$257.69 *	$203.31	+23.1%	CL A	21036P108
IBDS	ISHARES TR	808,513	$19.7M	0.9%	$24.37	$23.80	+2.4%	IBONDS 27 ETF	46435UAA9
PG	PROCTER AND GAMBLE CO	110,534	$19.14M	0.8%	$173.20 *	$75.13	+123.3%	COM	742718109
IBDT	ISHARES TR	721,170	$18.41M	0.8%	$25.53	$24.86	+2.7%	IBDS DEC28 ETF	46435U515
UBER	UBER TECHNOLOGIES INC	229,027	$17.21M	0.7%	$75.16	$71.17	+5.6%	COM	90353T100
VOO	VANGUARD INDEX FDS	32,054	$16.97M	0.7%	$529.31	$390.54	+35.1%	S&P 500 ETF SHS	922908363
XOM	EXXON MOBIL CORP	139,393	$16.34M	0.7%	$117.22 *	$65.81	+70.4%	COM	30231G102
YUM	YUM BRANDS INC	116,157	$16.23M	0.7%	$139.71 *	$67.53	+102.0%	COM	988498101
TPL	TEXAS PACIFIC LAND CORPORATI	18,000	$15.93M	0.7%	$884.74 *	$167.28	+75.1%	COM	88262P102
IXUS	ISHARES TR	197,245	$14.33M	0.6%	$72.63	$56.19	+29.2%	CORE MSCI TOTAL	46432F834
—	ISHARES TR	568,238	$14.33M	0.6%	$25.21	$24.69	—	IBONDS DEC24 ETF	46434VBG4
AMZN	AMAZON COM INC	71,395	$13.3M	0.6%	$186.33	$124.47	+49.7%	COM	023135106
MINT	PIMCO ETF TR	128,792	$12.97M	0.6%	$100.69	$101.27	-0.6%	ENHAN SHRT MA AC	72201R833
BRK/A	BERKSHIRE HATHAWAY INC DEL	18	$12.44M	0.5%	$691180.00	$291067.84	+137.5%	CL A	084670108
GE	GE AEROSPACE	64,255	$12.14M	0.5%	$188.86	$62.95	+197.4%	COM NEW	369604301
IBDU	ISHARES TR	461,512	$10.85M	0.5%	$23.51	$22.72	+3.5%	IBONDS DEC 29	46436E205
—	ANSYS INC	30,756	$9.8M	0.4%	$318.63	$320.73	—	COM	03662Q105
TRNO	TERRENO RLTY CORP	125,490	$8.448M	0.4%	$67.32	$62.09	—	COM	88146M101
COST	COSTCO WHSL CORP NEW	9,290	$8.236M	0.4%	$886.52	$427.85	+105.9%	COM	22160K105
LDUR	PIMCO ETF TR	80,013	$7.678M	0.3%	$95.96	$100.91	-4.9%	ENHNCD LW DUR AC	72201R718
JPM	JPMORGAN CHASE & CO.	36,290	$7.652M	0.3%	$210.86 *	$73.56	+179.0%	COM	46625H100
IBDV	ISHARES TR	288,519	$6.396M	0.3%	$22.17	$21.30	+4.1%	IBONDS DEC 2030	46436E726
PEP	PEPSICO INC	37,551	$6.386M	0.3%	$170.05 *	$66.55	+143.6%	COM	713448108
BX	BLACKSTONE INC	41,354	$6.333M	0.3%	$153.13 *	$92.89	+59.1%	COM	09260D107
GOOG	ALPHABET INC	35,294	$5.901M	0.3%	$167.19	$108.84	+52.8%	CAP STK CL C	02079K107
ETN	EATON CORP PLC	16,481	$5.462M	0.2%	$331.44	$135.38	+141.7%	SHS	G29183103
VNLA	JANUS DETROIT STR TR	110,409	$5.414M	0.2%	$49.04	$49.95	-1.8%	HENDRSN SHRT ETF	47103U886
XLE	SELECT SECTOR SPDR TR	61,278	$5.38M	0.2%	$87.80 *	$45.21	-2.9%	ENERGY	81369Y506
IUSV	ISHARES TR	54,270	$5.182M	0.2%	$95.49	$43.24	+120.8%	CORE S&P US VLU	464287663
GLD	SPDR GOLD TR	20,770	$5.048M	0.2%	$243.06	$127.50	+90.6%	GOLD SHS	78463V107
VTI	VANGUARD INDEX FDS	17,685	$5.023M	0.2%	$284.03	$151.98	+86.3%	TOTAL STK MKT	922908769
KO	COCA COLA CO	69,015	$4.993M	0.2%	$72.35 *	$41.75	+65.9%	COM	191216100
PAYX	PAYCHEX INC	35,292	$4.736M	0.2%	$134.19 *	$25.42	+408.5%	COM	704326107
ABBV	ABBVIE INC	23,484	$4.638M	0.2%	$197.48 *	$72.11	+162.5%	COM	00287Y109
MRK	MERCK & CO INC	38,956	$4.454M	0.2%	$114.33 *	$44.49	+144.1%	COM	58933Y105
ICSH	ISHARES TR	87,483	$4.439M	0.2%	$50.74	$50.05	+1.4%	BLACKROCK ULTRA	46434V878
INDB	INDEPENDENT BK CORP MASS	74,300	$4.436M	0.2%	$59.70 *	$46.89	+20.7%	COM	453836108
IBMQ	ISHARES TR	170,415	$4.368M	0.2%	$25.63	$25.22	+1.6%	IBONDS DEC 28	46435U325
RSP	INVESCO EXCHANGE TRADED FD T	24,010	$4.302M	0.2%	$179.16	$169.80	+5.5%	S&P500 EQL WGT	46137V357
VWO	VANGUARD INTL EQUITY INDEX F	89,253	$4.271M	0.2%	$47.85	$45.57	+5.0%	FTSE EMR MKT ETF	922042858
IBMO	ISHARES TR	162,705	$4.174M	0.2%	$25.66	$25.33	+1.3%	IBONDS DEC 26	46435U259
IBMP	ISHARES TR	160,414	$4.083M	0.2%	$25.45	$25.17	+1.1%	IBONDS DEC 27	46435U283
GEV	GE VERNOVA INC	15,912	$4.057M	0.2%	$254.98	$158.10	+60.9%	COM	36828A101
NUE	NUCOR CORP	24,218	$3.654M	0.2%	$150.88 *	$125.24	+17.6%	COM	670346105
ABT	ABBOTT LABS	31,442	$3.585M	0.2%	$114.01 *	$59.36	+87.6%	COM	002824100
IWF	ISHARES TR	9,139	$3.431M	0.1%	$375.38 *	$25.12	+273.5%	RUS 1000 GRW ETF	464287614
—	ASPEN TECHNOLOGY INC	14,288	$3.412M	0.1%	$238.82	$183.68	—	COM	29109X106
LLY	ELI LILLY & CO	3,839	$3.401M	0.1%	$885.94	$152.95	+474.0%	COM	532457108
NBIS	NEBIUS GROUP N.V.	222,850	$3.32M	0.1%	$14.90	$35.64	—	SHS CLASS A	N97284108
HD	HOME DEPOT INC	7,046	$2.855M	0.1%	$405.20 *	$116.12	+238.7%	COM	437076102
CL	COLGATE PALMOLIVE CO	27,125	$2.816M	0.1%	$103.81 *	$51.05	+97.6%	COM	194162103
EEM	ISHARES TR	61,317	$2.812M	0.1%	$45.86	$38.98	+17.7%	MSCI EMG MKT ETF	464287234
MCD	MCDONALDS CORP	9,214	$2.806M	0.1%	$304.51 *	$191.27	+54.6%	COM	580135101
ILMN	ILLUMINA INC	21,053	$2.746M	0.1%	$130.41	$178.81	-27.1%	COM	452327109
CAT	CATERPILLAR INC	6,901	$2.699M	0.1%	$391.12	$132.29	+190.2%	COM	149123101
DVY	ISHARES TR	19,715	$2.663M	0.1%	$135.07	$72.81	+85.5%	SELECT DIVID ETF	464287168
EMR	EMERSON ELEC CO	23,440	$2.564M	0.1%	$109.37 *	$67.01	+59.8%	COM	291011104
SYY	SYSCO CORP	32,630	$2.547M	0.1%	$78.06 *	$65.42	+14.5%	COM	871829107
IBDW	ISHARES TR	118,497	$2.515M	0.1%	$21.22	$20.42	+3.9%	IBONDS DEC 2031	46436E486
VO	VANGUARD INDEX FDS	9,425	$2.487M	0.1%	$263.83 *	$61.42	+7.4%	MID CAP ETF	922908629
MRSH	MARSH & MCLENNAN COS INC	10,931	$2.439M	0.1%	$223.09	$69.19	+216.2%	COM	571748102
MA	MASTERCARD INCORPORATED	4,881	$2.41M	0.1%	$493.80	$158.10	+210.1%	CL A	57636Q104
ITW	ILLINOIS TOOL WKS INC	9,108	$2.401M	0.1%	$263.57 *	$181.49	+40.0%	COM	452308109
FISV	FISERV INC	13,294	$2.388M	0.1%	$179.65	$64.50	+178.5%	COM	337738108
ESGU	ISHARES TR	18,398	$2.321M	0.1%	$126.18	$121.43	+3.9%	ESG AWR MSCI USA	46435G425
IVV	ISHARES TR	3,868	$2.231M	0.1%	$576.82	$459.13	+25.6%	CORE S&P500 ETF	464287200
—	ISHARES TR	77,450	$2.065M	0.1%	$26.66	$26.44	—	IBONDS DEC 25	46435U432
ADBE	ADOBE INC	3,946	$2.043M	0.1%	$517.78	$378.37	+36.8%	COM	00724F101
SPG	SIMON PPTY GROUP INC NEW	11,511	$1.946M	0.1%	$169.02 *	$91.46	+73.9%	COM	828806109
EW	EDWARDS LIFESCIENCES CORP	29,180	$1.926M	0.1%	$65.99	$76.99	-14.3%	COM	28176E108
GEHC	GE HEALTHCARE TECHNOLOGIES I	20,371	$1.912M	0.1%	$93.85	$71.08	+31.7%	COMMON STOCK	36266G107
ISRG	INTUITIVE SURGICAL INC	3,882	$1.907M	0.1%	$491.27	$265.49	+85.0%	COM NEW	46120E602
COP	CONOCOPHILLIPS	18,077	$1.903M	0.1%	$105.28 *	$90.46	+11.7%	COM	20825C104
IAU	ISHARES GOLD TR	38,110	$1.894M	0.1%	$49.70	$34.88	+42.5%	ISHARES NEW	464285204
KVUE	KENVUE INC	78,178	$1.808M	0.1%	$23.13 *	$20.71	+6.3%	COM	49177J102
PFE	PFIZER INC	59,337	$1.717M	0.1%	$28.94 *	$25.29	+5.1%	COM	717081103
MS	MORGAN STANLEY	16,316	$1.701M	0.1%	$104.24 *	$70.03	+43.7%	COM NEW	617446448
MAS	MASCO CORP	20,071	$1.685M	0.1%	$83.94 *	$48.83	+68.1%	COM	574599106
IBM	INTERNATIONAL BUSINESS MACHS	7,617	$1.684M	0.1%	$221.07 *	$111.02	+92.6%	COM	459200101
HSY	HERSHEY CO	8,523	$1.635M	0.1%	$191.78 *	$85.20	+116.2%	COM	427866108
IBTE	ISHARES TR	67,726	$1.625M	0.1%	$24.00	$23.92	—	IBONDS 24 TRM TS	46436E874
RTX	RTX CORPORATION	13,272	$1.608M	0.1%	$121.16 *	$69.98	+69.1%	COM	75513E101
APD	AIR PRODS & CHEMS INC	5,377	$1.601M	0.1%	$297.74 *	$196.72	+45.7%	COM	009158106
VTV	VANGUARD INDEX FDS	9,047	$1.579M	0.1%	$174.57	$77.74	+124.5%	VALUE ETF	922908744
NFLX	NETFLIX INC	2,176	$1.543M	0.1%	$709.27 *	$46.87	+51.3%	COM	64110L106
VOE	VANGUARD INDEX FDS	9,052	$1.518M	0.1%	$167.67	$86.49	+93.9%	MCAP VL IDXVIP	922908512
AGG	ISHARES TR	14,741	$1.493M	0.1%	$101.27	$99.77	+1.5%	CORE US AGGBD ET	464287226
QQQ	INVESCO QQQ TR	3,027	$1.479M	0.1%	$488.75	$388.89	+25.5%	UNIT SER 1	46090E103
—	ISHARES TR	63,104	$1.478M	0.1%	$23.42	$23.24	—	IBONDS 25 TRM TS	46436E866
BAC	BANK AMERICA CORP	37,224	$1.477M	0.1%	$39.68 *	$30.48	+26.5%	COM	060505104
SCI	SERVICE CORP INTL	18,566	$1.465M	0.1%	$78.93	$67.68	+16.6%	COM	817565104
IJR	ISHARES TR	12,154	$1.422M	0.1%	$116.96	$96.80	+20.8%	CORE S&P SCP ETF	464287804
PSNL	PERSONALIS INC	262,608	$1.413M	0.1%	$5.38	$1.70	+216.6%	COM	71535D106
CI	THE CIGNA GROUP	4,057	$1.406M	0.1%	$346.44 *	$294.01	+15.0%	COM	125523100
ORCL	ORACLE CORP	8,123	$1.384M	0.1%	$170.40	$57.74	+191.5%	COM	68389X105
VB	VANGUARD INDEX FDS	5,720	$1.361M	0.1%	$237.91	$218.33	+8.6%	SMALL CP ETF	922908751
HYXF	ISHARES TR	28,500	$1.349M	0.1%	$47.34	$46.22	+2.4%	ESG ADVNCD HY BD	46435G441
REGN	REGENERON PHARMACEUTICALS	1,258	$1.322M	0.1%	$1051.24	$466.11	+124.3%	COM	75886F107
XLK	SELECT SECTOR SPDR TR	5,770	$1.303M	0.1%	$225.76 *	$81.44	+38.6%	TECHNOLOGY	81369Y803
AVGO	BROADCOM INC	7,449	$1.285M	0.1%	$172.50	$150.03	+13.6%	COM	11135F101
CPNG	COUPANG INC	52,340	$1.285M	0.1%	$24.55	$16.50	+48.8%	CL A	22266T109
GILD	GILEAD SCIENCES INC	15,239	$1.278M	0.1%	$83.84 *	$38.22	+111.6%	COM	375558103
XOEX	DBX ETF TR	36,000	$1.162M	0.1%	$32.28	$31.01	+4.1%	XTRACKRS S&P 500	23306X407
WY	WEYERHAEUSER CO MTN BE	32,629	$1.105M	0.0%	$33.86 *	$32.25	+1.0%	COM NEW	962166104
SHEL	SHELL PLC	16,750	$1.105M	0.0%	$65.95	$55.19	+19.5%	SPON ADS	780259305
VYM	VANGUARD WHITEHALL FDS	8,588	$1.101M	0.0%	$128.20	$123.45	+3.8%	HIGH DIV YLD	921946406
ALNY	ALNYLAM PHARMACEUTICALS INC	4,000	$1.1M	0.0%	$275.03	$170.34	+61.5%	COM	02043Q107
IBTG	ISHARES TR	46,620	$1.075M	0.0%	$23.07	$22.65	+1.8%	IBONDS 26 TRM TS	46436E858
ESGE	ISHARES INC	28,985	$1.055M	0.0%	$36.41	$34.43	+5.8%	ESG AWR MSCI EM	46434G863
VEA	VANGUARD TAX-MANAGED FDS	19,923	$1.052M	0.0%	$52.81	$43.68	+20.9%	VAN FTSE DEV MKT	921943858
IJH	ISHARES TR	16,665	$1.039M	0.0%	$62.32	$54.27	+14.8%	CORE S&P MCP ETF	464287507
EAT	BRINKER INTL INC	13,396	$1.025M	0.0%	$76.53	$30.33	+152.3%	COM	109641100
ACN	ACCENTURE PLC IRELAND	2,874	$1.016M	0.0%	$353.48	$282.96	+22.7%	SHS CLASS A	G1151C101
BMY	BRISTOL-MYERS SQUIBB CO	19,594	$1.014M	0.0%	$51.74 *	$54.84	-12.2%	COM	110122108
CSX	CSX CORP	29,103	$1.005M	0.0%	$34.53	$25.01	+35.5%	COM	126408103
IBMR	ISHARES TR	39,354	$1.003M	0.0%	$25.49	$25.20	+1.1%	IBONDS DEC 2029	46436E163
WPM	WHEATON PRECIOUS METALS CORP	16,118	$984K	0.0%	$61.08	$44.50	+36.4%	COM	962879102
MMM	3M CO	6,972	$953K	0.0%	$136.70 *	$76.75	+73.9%	COM	88579Y101
IWN	ISHARES TR	5,697	$950K	0.0%	$166.82	$98.98	+68.5%	RUS 2000 VAL ETF	464287630
AMGN	AMGEN INC	2,890	$931K	0.0%	$322.21 *	$209.52	+47.8%	COM	031162100
CMCSA	COMCAST CORP NEW	22,036	$920K	0.0%	$41.77 *	$30.74	+29.9%	CL A	20030N101
BDX	BECTON DICKINSON & CO	3,808	$918K	0.0%	$241.10 *	$167.07	+40.6%	COM	075887109
MDY	SPDR S&P MIDCAP 400 ETF TR	1,597	$912K	0.0%	$571.31	$454.52	+25.3%	UTSER1 S&PDCRP	78467Y107
CSCO	CISCO SYS INC	16,258	$865K	0.0%	$53.22 *	$30.85	+66.0%	COM	17275R102
LOW	LOWES COS INC	3,180	$861K	0.0%	$270.85 *	$94.64	+179.4%	COM	548661107
INTU	INTUIT	1,384	$859K	0.0%	$621.00	$426.77	+44.3%	COM	461202103
GIS	GENERAL MLS INC	11,608	$857K	0.0%	$73.85 *	$40.70	+72.1%	COM	370334104
UPS	UNITED PARCEL SERVICE INC	6,066	$827K	0.0%	$136.34 *	$69.34	+81.7%	CL B	911312106
QCOM	QUALCOMM INC	4,756	$809K	0.0%	$170.05 *	$124.84	+32.5%	COM	747525103
FNV	FRANCO NEV CORP	6,422	$798K	0.0%	$124.25	$130.03	-5.2%	COM	351858105
VRTX	VERTEX PHARMACEUTICALS INC	1,686	$784K	0.0%	$465.08	$372.96	+24.7%	COM	92532F100
NVO	NOVO-NORDISK A S	6,445	$767K	0.0%	$119.07	$71.22	+67.2%	ADR	670100205
LIN	LINDE PLC	1,582	$754K	0.0%	$476.86	$326.44	+43.7%	SHS	G54950103
—	ISHARES TR	32,240	$751K	0.0%	$23.30	$23.03	—	IBONDS 25 TRM HG	46435U168
FDX	FEDEX CORP	2,716	$747K	0.0%	$275.06 *	$196.90	+35.1%	COM	31428X106
BF/A	BROWN FORMAN CORP	15,000	$724K	0.0%	$48.30 *	$42.16	+10.1%	CL A	115637100
NOBL	PROSHARES TR	6,728	$722K	0.0%	$107.28	$97.17	+9.9%	S&P 500 DV ARIST	74348A467
PM	PHILIP MORRIS INTL INC	5,828	$715K	0.0%	$122.75 *	$79.85	+45.2%	COM	718172109
HYG	ISHARES TR	8,849	$711K	0.0%	$80.30	$78.67	+2.1%	IBOXX HI YD ETF	464288513
KMB	KIMBERLY-CLARK CORP	4,939	$709K	0.0%	$143.55 *	$104.10	+30.1%	COM	494368103
SBUX	STARBUCKS CORP	7,269	$709K	0.0%	$97.49 *	$62.99	+49.9%	COM	855244109
CACI	CACI INTL INC	1,400	$706K	0.0%	$504.56	$355.33	+42.0%	CL A	127190304
CRWD	CROWDSTRIKE HLDGS INC	2,515	$705K	0.0%	$280.47	$161.52	+73.6%	CL A	22788C105
AZN	ASTRAZENECA PLC	8,814	$687K	0.0%	$77.91	$30.90	—	SPONSORED ADR	046353108
MDLZ	MONDELEZ INTL INC	9,199	$682K	0.0%	$74.14 *	$56.28	+25.9%	CL A	609207105
EFA	ISHARES TR	7,944	$664K	0.0%	$83.63	$70.23	+19.1%	MSCI EAFE ETF	464287465
EBC	EASTERN BANKSHARES INC	39,988	$655K	0.0%	$16.39 *	$13.30	+18.7%	COM	27627N105
VIG	VANGUARD SPECIALIZED FUNDS	3,221	$641K	0.0%	$198.90	$139.37	+42.1%	DIV APP ETF	921908844
NKE	NIKE INC	6,956	$618K	0.0%	$88.80 *	$90.02	-4.5%	CL B	654106103
—	ISHARES TR	23,210	$606K	0.0%	$26.10	$25.78	—	IBONDS DEC	46435U697
UNH	UNITEDHEALTH GROUP INC	1,021	$597K	0.0%	$584.68 *	$266.87	+113.0%	COM	91324P102
DE	DEERE & CO	1,419	$594K	0.0%	$418.80 *	$159.46	+157.2%	COM	244199105
GBTC	GRAYSCALE BITCOIN TR BTC	11,600	$586K	0.0%	$50.50	$52.67	-4.1%	SHS REP COM UT	389637109
IBTH	ISHARES TR	25,575	$579K	0.0%	$22.64	$22.02	+2.8%	IBONDS 27 TRM TS	46436E841
AXP	AMERICAN EXPRESS CO	2,126	$577K	0.0%	$271.20	$158.07	+68.9%	COM	025816109
XJR	ISHARES TR	13,600	$569K	0.0%	$41.81	$40.27	+3.8%	ESG SCRND S&P SM	46436E544
AMAT	APPLIED MATLS INC	2,794	$565K	0.0%	$202.05	$70.69	+182.3%	COM	038222105
LHX	L3HARRIS TECHNOLOGIES INC	2,357	$561K	0.0%	$237.87 *	$184.23	+26.1%	COM	502431109
DRI	DARDEN RESTAURANTS INC	3,406	$559K	0.0%	$164.13 *	$60.40	+161.4%	COM	237194105
DIS	DISNEY WALT CO	5,793	$557K	0.0%	$96.19	$123.15	-23.1%	COM	254687106
FTNT	FORTINET INC	7,150	$554K	0.0%	$77.55	$68.31	+13.5%	COM	34959E109
TXN	TEXAS INSTRS INC	2,681	$554K	0.0%	$206.57 *	$57.38	+246.4%	COM	882508104
TSLA	TESLA INC	2,098	$549K	0.0%	$261.63	$219.50	+19.2%	COM	88160R101
NSC	NORFOLK SOUTHN CORP	2,166	$538K	0.0%	$248.50 *	$181.07	+33.6%	COM	655844108
TRV	TRAVELERS COMPANIES INC	2,298	$538K	0.0%	$234.12 *	$162.68	+41.0%	COM	89417E109
IWM	ISHARES TR	2,316	$512K	0.0%	$220.89	$162.27	+36.1%	RUSSELL 2000 ETF	464287655
SCHD	SCHWAB STRATEGIC TR	6,007	$508K	0.0%	$84.53 *	$25.95	+8.6%	US DIVIDEND EQ	808524797
VISN	COMMSCOPE HLDG CO INC	82,700	$505K	0.0%	$6.11	$6.41	-4.7%	COM	20337X109
UDR	UDR INC	11,103	$503K	0.0%	$45.34 *	$41.75	+3.0%	COM	902653104
MCO	MOODYS CORP	1,053	$500K	0.0%	$474.59	$293.92	+60.0%	COM	615369105
AVY	AVERY DENNISON CORP	2,236	$494K	0.0%	$220.76 *	$86.49	+148.8%	COM	053611109
VZ	VERIZON COMMUNICATIONS INC	10,858	$488K	0.0%	$44.91 *	$36.69	+12.7%	COM	92343V104
INTC	INTEL CORP	20,423	$479K	0.0%	$23.46	$26.76	-12.3%	COM	458140100
IWR	ISHARES TR	5,416	$477K	0.0%	$88.14	$67.17	+31.2%	RUS MID CAP ETF	464287499
CRM	SALESFORCE INC	1,729	$474K	0.0%	$274.11	$264.31	+2.8%	COM	79466L302
AKAM	AKAMAI TECHNOLOGIES INC	4,600	$464K	0.0%	$100.95	$46.84	+115.5%	COM	00971T101
SLB	SCHLUMBERGER LTD	10,835	$458K	0.0%	$42.23 *	$55.56	-27.3%	COM STK	806857108
HON	HONEYWELL INTL INC	2,195	$454K	0.0%	$206.71 *	$144.79	+31.0%	COM	438516106
CARR	CARRIER GLOBAL CORPORATION	5,536	$446K	0.0%	$80.49	$54.96	+44.1%	COM	14448C104
ZTS	ZOETIS INC	2,253	$440K	0.0%	$195.38	$127.10	+51.3%	CL A	98978V103
NEO	NEOGENOMICS INC	29,454	$434K	0.0%	$14.75	$24.23	-39.1%	COM NEW	64049M209
BF/B	BROWN FORMAN CORP	8,750	$432K	0.0%	$49.42 *	$37.27	+27.5%	CL B	115637209
SMOG	VANECK ETF TRUST	3,820	$429K	0.0%	$112.26	$70.56	+59.1%	LOW CARBN ENERGY	92189F502
NEE	NEXTERA ENERGY INC	5,009	$423K	0.0%	$84.53 *	$70.14	+16.1%	COM	65339F101
CHD	CHURCH & DWIGHT CO INC	3,891	$407K	0.0%	$104.72	$46.91	+119.9%	COM	171340102
KLAC	KLA CORP	517	$400K	0.0%	$774.41	$163.05	+369.6%	COM NEW	482480100
DD	DUPONT DE NEMOURS INC	4,457	$397K	0.0%	$89.11 *	$27.27	+33.2%	COM	26614N102
IRM	IRON MTN INC DEL	3,279	$392K	0.0%	$119.55 *	$45.97	+147.9%	COM	46284V101
SHOP	SHOPIFY INC	4,850	$389K	0.0%	$80.14	$66.33	+20.8%	CL A	82509L107
DEO	DIAGEO PLC	2,709	$387K	0.0%	$142.86	$155.33	-9.6%	SPON ADR NEW	25243Q205
CNI	CANADIAN NATL RY CO	3,244	$380K	0.0%	$117.15 *	$110.54	+3.4%	COM	136375102
XLV	SELECT SECTOR SPDR TR	2,448	$377K	0.0%	$154.02	$143.46	+7.4%	SBI HEALTHCARE	81369Y209
EQR	EQUITY RESIDENTIAL	4,979	$374K	0.0%	$75.14 *	$66.63	+6.2%	SH BEN INT	29476L107
MO	ALTRIA GROUP INC	7,109	$370K	0.0%	$52.06 *	$35.72	+30.8%	COM	02209S103
VXF	VANGUARD INDEX FDS	1,960	$358K	0.0%	$182.48	$88.79	+105.0%	EXTEND MKT ETF	922908652
ALGN	ALIGN TECHNOLOGY INC	1,397	$355K	0.0%	$254.32	$225.21	+12.9%	COM	016255101
XLY	SELECT SECTOR SPDR TR	1,762	$353K	0.0%	$200.37 *	$89.05	+12.5%	SBI CONS DISCR	81369Y407
BP	BP PLC	11,134	$349K	0.0%	$31.39	$34.57	-9.2%	SPONSORED ADR	055622104
HCA	HCA HEALTHCARE INC	838	$341K	0.0%	$406.43	$320.76	+25.5%	COM	40412C101
AEM	AGNICO EAGLE MINES LTD	4,186	$337K	0.0%	$80.56	$42.79	+85.0%	COM	008474108
SHW	SHERWIN WILLIAMS CO	875	$334K	0.0%	$381.67	$252.70	+49.4%	COM	824348106
VHI	VALHI INC NEW	10,000	$334K	0.0%	$33.37	$22.59	+47.8%	COM	918905209
VOT	VANGUARD INDEX FDS	1,325	$323K	0.0%	$243.47	$194.39	+25.2%	MCAP GR IDXVIP	922908538
IBHF	ISHARES TR	13,740	$322K	0.0%	$23.41	$22.85	+2.4%	IBONDS 2026 TERM	46436E528
XYL	XYLEM INC	2,300	$311K	0.0%	$135.03	$46.41	+186.7%	COM	98419M100
DMLP	DORCHESTER MINERALS LP	10,257	$309K	0.0%	$30.15	$33.72	—	COM UNIT	25820R105
RPM	RPM INTL INC	2,500	$303K	0.0%	$121.00	$69.51	+74.1%	COM	749685103
ASML	ASML HOLDING N V	363	$302K	0.0%	$833.25	$887.02	-6.1%	N Y REGISTRY SHS	N07059210
CPRT	COPART INC	5,724	$300K	0.0%	$52.40	$39.23	+33.6%	COM	217204106
VLTO	VERALTO CORP	2,651	$297K	0.0%	$111.95	$94.93	+17.2%	COM SHS	92338C103
MKL	MARKEL GROUP INC	189	$296K	0.0%	$1568.58	$1466.28	+7.0%	COM	570535104
ROST	ROSS STORES INC	1,967	$296K	0.0%	$150.51	$102.81	+44.4%	COM	778296103
CMI	CUMMINS INC	910	$295K	0.0%	$323.79 *	$225.44	+40.1%	COM	231021106
EFX	EQUIFAX INC	1,000	$294K	0.0%	$293.86	$251.16	+15.9%	COM	294429105
EPD	ENTERPRISE PRODS PARTNERS L	9,750	$284K	0.0%	$29.11	$24.21	—	COM	293792107
NTR	NUTRIEN LTD	5,720	$278K	0.0%	$48.60 *	$51.87	-10.3%	COM	67077M108
DOV	DOVER CORP	1,404	$269K	0.0%	$191.74	$136.69	+38.4%	COM	260003108
CBOE	CBOE GLOBAL MKTS INC	1,298	$266K	0.0%	$204.87	$181.47	+11.9%	COM	12503M108
VGT	VANGUARD WORLD FD	450	$264K	0.0%	$587.44 *	$55.71	+31.6%	INF TECH ETF	92204A702
PYPL	PAYPAL HLDGS INC	3,335	$260K	0.0%	$78.03	$66.73	+16.7%	COM	70450Y103
OTIS	OTIS WORLDWIDE CORP	2,469	$257K	0.0%	$103.94 *	$70.16	+45.0%	COM	68902V107
UGI	UGI CORP NEW	10,000	$254K	0.0%	$25.43	$32.73	-23.6%	COM	902681105
AES	AES CORP	12,203	$245K	0.0%	$20.06 *	$15.30	+22.2%	COM	00130H105
CLX	CLOROX CO DEL	1,500	$244K	0.0%	$162.91 *	$147.59	+5.6%	COM	189054109
BSX	BOSTON SCIENTIFIC CORP	2,840	$238K	0.0%	$83.80	$73.20	+14.5%	COM	101137107
SRE	SEMPRA	2,782	$234K	0.0%	$84.25 *	$70.13	+14.7%	COM	816851109
FWONK	LIBERTY MEDIA CORP DEL	3,010	$233K	0.0%	$77.43	$71.84	—	COM LBTY ONE S C	531229755
IWB	ISHARES TR	741	$233K	0.0%	$314.39	$244.85	+28.4%	RUS 1000 ETF	464287622
ICLN	ISHARES TR	15,765	$232K	0.0%	$14.69	$21.31	-31.1%	GL CLEAN ENE ETF	464288224
ADI	ANALOG DEVICES INC	1,002	$231K	0.0%	$230.17 *	$207.76	+8.5%	COM	032654105
DOC	HEALTHPEAK PROPERTIES INC	10,000	$229K	0.0%	$22.87 *	$24.79	-14.9%	COM	42250P103
DELL	DELL TECHNOLOGIES INC	1,918	$227K	0.0%	$118.54 *	$130.64	-11.2%	CL C	24703L202
VOOV	VANGUARD ADMIRAL FDS INC	1,171	$225K	0.0%	$191.78	$176.27	+8.2%	500 VAL IDX FD	921932703
W	WAYFAIR INC	3,965	$223K	0.0%	$56.18	$128.37	-56.2%	CL A	94419L101
AMD	ADVANCED MICRO DEVICES INC	1,324	$217K	0.0%	$164.08	$160.87	+2.0%	COM	007903107
GDX	VANECK ETF TRUST	5,402	$215K	0.0%	$39.82	$37.86	+5.2%	GOLD MINERS ETF	92189F106
EBAY	EBAY INC.	3,300	$215K	0.0%	$65.11	$56.29	+13.4%	COM	278642103
DOW	DOW INC	3,778	$206K	0.0%	$54.63 *	$47.92	+4.4%	COM	260557103
SRPT	SAREPTA THERAPEUTICS INC	1,616	$202K	0.0%	$124.89	$122.50	+2.0%	COM	803607100
—	GRAYSCALE BITCOIN MINI TR BT	11,600	$65,308	0.0%	$5.63	$5.63	—	SHS	389930108