Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	294,276	$23.78B	10.8%	$55.88	-0.8%	COMMON STOCK	30231G102
VGT	VANGUARD TECHNOLOGY ETF	77,741	$15.6B	7.1%	$83096.55	—	COMMON STOCK	92204A702
VFH	VANGUARD FINANCIALS ETF	214,108	$13.82B	6.3%	$42234.44	—	COMMON STOCK	92204A405
VCR	VANGUARD CONSUMER DISCR ETF	54,714	$9.433B	4.3%	$101816.47	—	COMMON STOCK	92204A108
AAPL	APPLE INC	35,008	$6.65B	3.0%	$28.05	+44.1%	COMMON STOCK	037833100
V	VISA INC CL A	38,479	$6.01B	2.7%	$65.14	+110.9%	COMMON STOCK	92826C839
PEP	PEPSICO	44,266	$5.425B	2.5%	$57.40	+61.1%	COMMON STOCK	713448108
DHR	DANAHER CORP	39,166	$5.171B	2.4%	$29.84	+233.1%	COMMON STOCK	235851102
HON	HONEYWELL INTL	30,315	$4.818B	2.2%	$86.55	+40.0%	COMMON STOCK	438516106
MSFT	MICROSOFT CORP	40,217	$4.743B	2.2%	$42.13	+142.8%	COMMON STOCK	594918104
VHT	VANGUARD HEALTH CARE ETF	26,764	$4.616B	2.1%	$149111.17	—	COMMON STOCK	92204A504
—	UNITED TECHNOLOGIES	34,832	$4.489B	2.0%	$97702.76	—	COMMON STOCK	913017109
ACN	ACCENTURE PLC IRELAND SHS CLASS A	22,476	$3.956B	1.8%	$74.38	+91.1%	COMMON STOCK	G1151C101
CVX	CHEVRON CORPORATION	31,133	$3.835B	1.7%	$75.61	+15.7%	COMMON STOCK	166764100
SPY	SPDR S&P 500 ETF TRUST	13,560	$3.83B	1.7%	$223429.17	—	COMMON STOCK	78462F103
GOOGL	ALPHABET INC CL A	2,591	$3.049B	1.4%	$38.85	+44.2%	COMMON STOCK	02079K305
DIS	DISNEY WALT CO NEW	27,429	$3.045B	1.4%	$60.93	+77.0%	COMMON STOCK	254687106
FISV	FISERV	34,299	$3.028B	1.4%	$49.54	+66.6%	COMMON STOCK	337738108
NKE	NIKE INC CL B	35,583	$2.996B	1.4%	$42.51	+77.3%	COMMON STOCK	654106103
COST	COSTCO WHOLESALE	11,863	$2.873B	1.3%	$119.09	+66.6%	COMMON STOCK	22160K105
XLU	SPDR UTILITIES SECTOR ETF	47,303	$2.752B	1.3%	$51834.42	—	COMMON STOCK	81369Y886
TMO	THERMO FISHER SCIENTIFIC	10,049	$2.751B	1.3%	$107.81	+126.7%	COMMON STOCK	883556102
MKC	MCCORMICK & COMPANY	16,603	$2.501B	1.1%	$30.18	+95.8%	COMMON STOCK	579780206
XLE	SPDR ENERGY SECTOR ETF	35,438	$2.343B	1.1%	$68079.92	—	COMMON STOCK	81369Y506
C	CITIGROUP INC	36,542	$2.274B	1.0%	$41.18	+18.4%	COMMON STOCK	172967424
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,060	$2.222B	1.0%	$162.24	+24.4%	COMMON STOCK	084670702
UNP	UNION PACIFIC	13,119	$2.193B	1.0%	$79.81	+73.0%	COMMON STOCK	907818108
XLB	SPDR MATERIALS SECTOR ETF	38,255	$2.123B	1.0%	$43481.29	—	COMMON STOCK	81369Y100
MDT	MEDTRONIC PLC	23,299	$2.122B	1.0%	$58.73	+26.6%	COMMON STOCK	G5960L103
BA	BOEING	5,317	$2.028B	0.9%	$169.55	+121.3%	COMMON STOCK	097023105
—	XILINX	14,269	$1.809B	0.8%	$47525.02	—	COMMON STOCK	983919101
CB	CHUBB LTD	12,604	$1.766B	0.8%	$96.66	+22.6%	COMMON STOCK	H1467J104
MMM	3M	8,283	$1.721B	0.8%	$92.43	+41.8%	COMMON STOCK	88579Y101
XLI	SPDR INDUSTRIAL SECTOR ETF	22,288	$1.672B	0.8%	$74406.16	—	COMMON STOCK	81369Y704
VDC	VANGUARD CONSUMER STAPLES ETF	10,827	$1.572B	0.7%	$139202.40	—	COMMON STOCK	92204A207
—	CELGENE CORP	16,260	$1.534B	0.7%	$98866.98	—	COMMON STOCK	151020104
VOX	VANGUARD COMMUNICATION SERVICES ETF	18,081	$1.51B	0.7%	$85892.45	—	COMMON STOCK	92204A884
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	19,812	$1.435B	0.7%	$43.78	+44.4%	COMMON STOCK	192446102
NVS	NOVARTIS AG SPONSORED ADR	14,097	$1.355B	0.6%	$86307.14	—	COMMON STOCK	66987V109
BKNG	BOOKING HOLDINGS INC	775	$1.352B	0.6%	$1933.58	-9.2%	COMMON STOCK	09857L108
KO	COCA-COLA	28,200	$1.321B	0.6%	$32.62	+15.8%	COMMON STOCK	191216100
XLY	SPDR CONSUMER DISCRETIONARY ETF	10,761	$1.225B	0.6%	$87273.83	—	COMMON STOCK	81369Y407
CVS	CVS HEALTH CORP	22,035	$1.188B	0.5%	$47.31	+4.6%	COMMON STOCK	126650100
HD	HOME DEPOT	6,141	$1.178B	0.5%	$111.30	+39.0%	COMMON STOCK	437076102
WMT	WALMART INC	12,017	$1.172B	0.5%	$28.58	+2.3%	COMMON STOCK	931142103
GOOG	ALPHABET INC CL C	998	$1.171B	0.5%	$40.91	+36.1%	COMMON STOCK	02079K107
BK	BANK OF NEW YORK MELLON CORP	23,023	$1.161B	0.5%	$38.59	+9.7%	COMMON STOCK	064058100
BDX	BECTON DICKINSON & CO	4,553	$1.137B	0.5%	$194.57	+9.3%	COMMON STOCK	075887109
XLC	SPDR COMMUNICATION SERVICES ETF	23,432	$1.096B	0.5%	$41533.26	—	COMMON STOCK	81369Y852
JNJ	JOHNSON & JOHNSON	7,659	$1.071B	0.5%	$82.86	+33.2%	COMMON STOCK	478160104
—	BLACKROCK INC	2,438	$1.042B	0.5%	$363436.12	—	COMMON STOCK	09247X101
MTD	METTLER TOLEDO INTERNATIONAL	1,400	$1.012B	0.5%	$588.39	+10.5%	COMMON STOCK	592688105
ABT	ABBOTT LABORATORIES	12,499	$999M	0.5%	$34.73	+90.3%	COMMON STOCK	002824100
PM	PHILIP MORRIS INTL INC	10,815	$956M	0.4%	$48.45	+15.7%	COMMON STOCK	718172109
ICE	INTERCONTINENTAL EXCHANGE	12,525	$954M	0.4%	$51.14	+34.0%	COMMON STOCK	45866F104
NSC	NORFOLK SOUTHERN	5,009	$936M	0.4%	$90.38	+66.5%	COMMON STOCK	655844108
XLRE	SPDR REAL ESTATE SECTOR ETF	25,367	$919M	0.4%	$31000.00	—	COMMON STOCK	81369Y860
INTC	INTEL	17,078	$917M	0.4%	$22.35	+96.1%	COMMON STOCK	458140100
CSX	CSX CORP	12,021	$899M	0.4%	$15.87	+33.0%	COMMON STOCK	126408103
COF	CAPITAL ONE FINANCIAL	10,839	$885M	0.4%	$57.32	+26.0%	COMMON STOCK	14040H105
VOO	VANGUARD S&P 500 ETF	3,247	$843M	0.4%	$217082.03	—	COMMON STOCK	922908363
MO	ALTRIA GROUP	13,990	$803M	0.4%	$20.55	+44.6%	COMMON STOCK	02209S103
KMI	KINDER MORGAN INC	39,397	$788M	0.4%	$13.22	-5.4%	COMMON STOCK	49456B101
VNQ	VANGUARD REAL ESTATE ETF	8,962	$779M	0.4%	$84582.16	—	COMMON STOCK	922908553
OKE	ONEOK	11,084	$774M	0.4%	$25.73	+61.8%	COMMON STOCK	682680103
APH	AMPHENOL CORP	8,143	$769M	0.3%	$15.94	+31.3%	COMMON STOCK	032095101
ADP	AUTOMATIC DATA PROCESSING	4,394	$702M	0.3%	$116.08	+8.1%	COMMON STOCK	053015103
IDXX	IDEXX LABORATORIES INC	3,000	$671M	0.3%	$242.74	-15.0%	COMMON STOCK	45168D104
BAC	BANK OF AMERICA CORP	23,264	$642M	0.3%	$19.25	+24.1%	COMMON STOCK	060505104
PG	PROCTER & GAMBLE	6,010	$625M	0.3%	$61.29	+33.9%	COMMON STOCK	742718109
—	NOBLE ENERGY INC	24,329	$602M	0.3%	$52832.05	—	COMMON STOCK	655044105
JLL	JONES LANG LASALLE INC	3,890	$600M	0.3%	$125.89	+18.8%	COMMON STOCK	48020Q107
MCD	MCDONALD'S CORP	2,974	$565M	0.3%	$89.02	+73.7%	COMMON STOCK	580135101
SHW	SHERWIN WILLIAMS CO	1,295	$558M	0.3%	$110.50	+18.4%	COMMON STOCK	824348106
—	RAYTHEON NEW	2,984	$543M	0.2%	$215819.89	—	COMMON STOCK	755111507
ABBV	ABBVIE INC	6,710	$541M	0.2%	$38.00	+60.6%	COMMON STOCK	00287Y109
CI	CIGNA CORP	3,222	$518M	0.2%	$183.06	-8.8%	COMMON STOCK	125523100
LEN	LENNAR CORP	10,425	$512M	0.2%	$43.90	-5.2%	COMMON STOCK	526057104
—	ROYAL DUTCH SHELL PLC ADR A	7,893	$494M	0.2%	$62590.02	—	COMMON STOCK	780259206
CME	CME GROUP INC	3,000	$494M	0.2%	$129.10	+6.9%	COMMON STOCK	12572Q105
WHR	WHIRLPOOL CORP	3,715	$494M	0.2%	$157.00	-15.9%	COMMON STOCK	963320106
CAG	CONAGRA BRANDS INC	17,708	$491M	0.2%	$17.39	0.0%	COMMON STOCK	205887102
—	ALLEGHANY CORP DEL	786	$481M	0.2%	$596090.30	—	COMMON STOCK	017175100
ROK	ROCKWELL AUTOMATION	2,725	$478M	0.2%	$163.88	-8.5%	COMMON STOCK	773903109
TXN	TEXAS INSTRUMENTS	4,405	$467M	0.2%	$55.26	+54.5%	COMMON STOCK	882508104
—	USG CORP	10,400	$450M	0.2%	$25412.99	—	COMMON STOCK	903293405
GM	GENERAL MTRS CO	12,106	$449M	0.2%	$28.50	+22.3%	COMMON STOCK	37045V100
KMX	CARMAX	6,425	$448M	0.2%	$64.39	-4.3%	COMMON STOCK	143130102
LOW	LOWES	4,003	$438M	0.2%	$49.33	+78.5%	COMMON STOCK	548661107
IJH	ISHARES CORE S&P MID-CAP ETF	2,232	$423M	0.2%	$187802.03	—	COMMON STOCK	464287507
WMB	WILLIAMS COMPANIES	13,844	$398M	0.2%	$22.02	-17.1%	COMMON STOCK	969457100
OGS	ONE GAS INC	4,399	$392M	0.2%	$42.89	+95.9%	COMMON STOCK	68235P108
MRK	MERCK & CO INC	4,650	$387M	0.2%	$42.98	+40.3%	COMMON STOCK	58933Y105
—	RED HAT INC	2,100	$384M	0.2%	$136280.00	—	COMMON STOCK	756577102
AMAT	APPLIED MATERIALS	9,483	$376M	0.2%	$35.32	0.0%	COMMON STOCK	038222105
VIG	VANGUARD DIVIDEND APPRECIATION ETF	3,401	$373M	0.2%	$79341.87	—	COMMON STOCK	921908844
FTV	FORTIVE CORP	4,369	$367M	0.2%	$30.87	+53.4%	COMMON STOCK	34959J108
—	LIBERTY GLOBAL PLC CL C	15,125	$366M	0.2%	$35822.98	—	COMMON STOCK	G5480U120
—	LIBERTY SIRIUSXM GROUP CL C	9,570	$366M	0.2%	$34262.23	—	COMMON STOCK	531229607
TSN	TYSON FOODS INC	5,193	$361M	0.2%	$50.94	0.0%	COMMON STOCK	902494103
WFC	WELLS FARGO	7,300	$353M	0.2%	$36.08	+13.0%	COMMON STOCK	949746101
LKQ	LKQ CORP	11,478	$326M	0.1%	$32.12	-24.8%	COMMON STOCK	501889208
SLB	SCHLUMBERGER LTD	7,387	$322M	0.1%	$55.81	-36.0%	COMMON STOCK	806857108
JPM	JPMORGAN CHASE & CO	3,179	$322M	0.1%	$59.45	+43.6%	COMMON STOCK	46625H100
CMCSA	COMCAST CORP-CL A	7,932	$317M	0.1%	$28.81	+9.5%	COMMON STOCK	20030N101
TGT	TARGET	3,870	$311M	0.1%	$56.00	+8.4%	COMMON STOCK	87612E106
—	GENERAL ELECTRIC CORP	30,471	$304M	0.1%	$24140.62	—	COMMON STOCK	369604103
ITT	ITT INC	5,143	$298M	0.1%	$35.86	+52.2%	COMMON STOCK	45073V108
T	AT&T INC	9,506	$298M	0.1%	$13.03	+8.7%	COMMON STOCK	00206R102
CBSH	COMMERCE BANCSHARES INC	5,083	$295M	0.1%	$44.59	-6.1%	COMMON STOCK	200525103
GD	GENERAL DYNAMICS CORP	1,735	$294M	0.1%	$170.35	-15.6%	COMMON STOCK	369550108
WAB	WABTEC CORP	3,751	$277M	0.1%	$101.79	-32.0%	COMMON STOCK	929740108
DUK	DUKE ENERGY CORP NEW	3,028	$273M	0.1%	$62.29	+7.4%	COMMON STOCK	26441C204
AXTA	AXALTA COATING SYS LTD	10,700	$270M	0.1%	$27.29	-5.7%	COMMON STOCK	G0750C108
NVO	NOVO NORDISK AS SPONS ADR	5,000	$262M	0.1%	$42890.00	—	COMMON STOCK	670100205
FNF	FNF GROUP	7,148	$261M	0.1%	$25.96	-4.3%	COMMON STOCK	31620R303
PFE	PFIZER INC	6,054	$257M	0.1%	$24.06	+21.5%	COMMON STOCK	717081103
AEP	AMERICAN ELECTRIC POWER	2,962	$248M	0.1%	$50.98	+22.5%	COMMON STOCK	025537101
BP	BP PLC	5,644	$247M	0.1%	$37773.63	—	COMMON STOCK	055622104
—	LINDE PLC	1,400	$246M	0.1%	$156040.00	—	COMMON STOCK	G5494J103
DHI	D R HORTON INC	5,800	$240M	0.1%	$34.79	+4.6%	COMMON STOCK	23331A109
NEE	NEXTERA ENERGY INC	1,200	$232M	0.1%	$33.41	+15.5%	COMMON STOCK	65339F101
—	AON PLC	1,314	$224M	0.1%	$170700.16	—	COMMON STOCK	G0408V102
KMB	KIMBERLY CLARK	1,800	$223M	0.1%	$86.55	+5.5%	COMMON STOCK	494368103
MDLZ	MONDELEZ INTERNATIONAL INC	4,228	$211M	0.1%	$38.76	0.0%	COMMON STOCK	609207105
IVV	ISHARES CORE S&P 500 ETF	720	$205M	0.1%	$284559.72	—	COMMON STOCK	464287200
HSIC	HENRY SCHEIN INC	3,380	$203M	0.1%	$56.36	+7.0%	COMMON STOCK	806407102