Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	291,131	$22.31B	10.0%	$55.88	+1.8%	COMMON STOCK	30231G102
VGT	VANGUARD TECHNOLOGY ETF	76,618	$16.16B	7.2%	$83096.55	—	COMMON STOCK	92204A702
VFH	VANGUARD FINANCIALS ETF	209,472	$14.46B	6.5%	$42234.44	—	COMMON STOCK	92204A405
VCR	VANGUARD CONSUMER DISCR ETF	53,321	$9.565B	4.3%	$101816.47	—	COMMON STOCK	92204A108
AAPL	APPLE INC	34,524	$6.833B	3.1%	$28.05	+66.2%	COMMON STOCK	037833100
V	VISA INC CL A	37,931	$6.583B	2.9%	$65.14	+140.0%	COMMON STOCK	92826C839
PEP	PEPSICO	44,019	$5.772B	2.6%	$57.40	+82.5%	COMMON STOCK	713448108
DHR	DANAHER CORP	39,269	$5.612B	2.5%	$29.84	+285.3%	COMMON STOCK	235851102
MSFT	MICROSOFT CORP	39,074	$5.234B	2.3%	$42.13	+183.7%	COMMON STOCK	594918104
HON	HONEYWELL INTL	28,101	$4.906B	2.2%	$86.55	+60.2%	COMMON STOCK	438516106
VHT	VANGUARD HEALTH CARE ETF	25,940	$4.512B	2.0%	$149111.17	—	COMMON STOCK	92204A504
—	UNITED TECHNOLOGIES	34,510	$4.493B	2.0%	$97702.76	—	COMMON STOCK	913017109
ACN	ACCENTURE PLC IRELAND SHS CLASS A	22,338	$4.127B	1.8%	$74.38	+120.1%	COMMON STOCK	G1151C101
SPY	SPDR S&P 500 ETF TRUST	13,547	$3.969B	1.8%	$223429.17	—	COMMON STOCK	78462F103
CVX	CHEVRON CORPORATION	30,864	$3.841B	1.7%	$75.61	+19.3%	COMMON STOCK	166764100
DIS	DISNEY WALT CO NEW	26,982	$3.768B	1.7%	$60.93	+110.1%	COMMON STOCK	254687106
COST	COSTCO WHOLESALE	11,675	$3.085B	1.4%	$119.09	+90.3%	COMMON STOCK	22160K105
FISV	FISERV	33,798	$3.081B	1.4%	$49.54	+76.9%	COMMON STOCK	337738108
TMO	THERMO FISHER SCIENTIFIC	10,041	$2.949B	1.3%	$107.81	+151.1%	COMMON STOCK	883556102
NKE	NIKE INC CL B	34,900	$2.93B	1.3%	$42.51	+81.3%	COMMON STOCK	654106103
XLU	SPDR UTILITIES SECTOR ETF	47,710	$2.845B	1.3%	$51834.42	—	COMMON STOCK	81369Y886
GOOGL	ALPHABET INC CL A	2,586	$2.8B	1.3%	$38.85	+47.9%	COMMON STOCK	02079K305
MKC	MCCORMICK & COMPANY	16,853	$2.612B	1.2%	$30.74	+120.6%	COMMON STOCK	579780206
C	CITIGROUP INC	36,176	$2.533B	1.1%	$41.18	+28.4%	COMMON STOCK	172967424
UNP	UNION PACIFIC	13,995	$2.367B	1.1%	$84.06	+75.8%	COMMON STOCK	907818108
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,035	$2.352B	1.1%	$162.24	+27.5%	COMMON STOCK	084670702
XLB	SPDR MATERIALS SECTOR ETF	38,372	$2.245B	1.0%	$43481.29	—	COMMON STOCK	81369Y100
MDT	MEDTRONIC PLC	22,819	$2.222B	1.0%	$58.73	+29.7%	COMMON STOCK	G5960L103
XLE	SPDR ENERGY SECTOR ETF	34,668	$2.209B	1.0%	$68079.92	—	COMMON STOCK	81369Y506
BA	BOEING	5,226	$1.902B	0.9%	$169.55	+110.7%	COMMON STOCK	097023105
CB	CHUBB LTD	12,217	$1.799B	0.8%	$96.66	+33.8%	COMMON STOCK	H1467J104
—	XILINX	13,979	$1.648B	0.7%	$47525.02	—	COMMON STOCK	983919101
VOX	VANGUARD COMMUNICATION SERVICES ETF	18,696	$1.621B	0.7%	$85918.68	—	COMMON STOCK	92204A884
VDC	VANGUARD CONSUMER STAPLES ETF	10,872	$1.617B	0.7%	$139202.40	—	COMMON STOCK	92204A207
XLI	SPDR INDUSTRIAL SECTOR ETF	20,849	$1.614B	0.7%	$74406.16	—	COMMON STOCK	81369Y704
—	CELGENE CORP	15,518	$1.434B	0.6%	$98866.98	—	COMMON STOCK	151020104
KO	COCA-COLA	27,600	$1.405B	0.6%	$32.62	+22.4%	COMMON STOCK	191216100
BKNG	BOOKING HOLDINGS INC	745	$1.397B	0.6%	$1933.58	-8.6%	COMMON STOCK	09857L108
MMM	3M	7,918	$1.373B	0.6%	$92.43	+30.5%	COMMON STOCK	88579Y101
WMT	WALMART INC	12,017	$1.328B	0.6%	$28.58	+9.5%	COMMON STOCK	931142103
XLC	SPDR COMMUNICATION SERVICES ETF	26,477	$1.303B	0.6%	$42417.28	—	COMMON STOCK	81369Y852
NVS	NOVARTIS AG SPONSORED ADR	14,183	$1.295B	0.6%	$86307.14	—	COMMON STOCK	66987V109
HD	HOME DEPOT	5,926	$1.232B	0.6%	$111.30	+52.3%	COMMON STOCK	437076102
XLY	SPDR CONSUMER DISCRETIONARY ETF	10,331	$1.231B	0.6%	$87273.83	—	COMMON STOCK	81369Y407
—	BLACKROCK INC	2,558	$1.2B	0.5%	$368402.40	—	COMMON STOCK	09247X101
MTD	METTLER TOLEDO INTERNATIONAL	1,400	$1.176B	0.5%	$588.39	+28.2%	COMMON STOCK	592688105
BDX	BECTON DICKINSON & CO	4,465	$1.125B	0.5%	$194.57	+7.8%	COMMON STOCK	075887109
ABT	ABBOTT LABORATORIES	12,974	$1.091B	0.5%	$36.03	+94.9%	COMMON STOCK	002824100
CVS	CVS HEALTH CORP	19,792	$1.078B	0.5%	$47.31	-7.9%	COMMON STOCK	126650100
GOOG	ALPHABET INC CL C	993	$1.073B	0.5%	$40.91	+40.0%	COMMON STOCK	02079K107
JNJ	JOHNSON & JOHNSON	7,559	$1.053B	0.5%	$82.86	+38.5%	COMMON STOCK	478160104
NSC	NORFOLK SOUTHERN	5,009	$998M	0.4%	$90.38	+91.8%	COMMON STOCK	655844108
XLRE	SPDR REAL ESTATE SECTOR ETF	27,027	$994M	0.4%	$31354.39	—	COMMON STOCK	81369Y860
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	15,631	$991M	0.4%	$43.78	+35.7%	COMMON STOCK	192446102
BK	BANK OF NEW YORK MELLON CORP	22,235	$982M	0.4%	$38.59	+0.5%	COMMON STOCK	064058100
ICE	INTERCONTINENTAL EXCHANGE	11,358	$976M	0.4%	$51.14	+46.6%	COMMON STOCK	45866F104
CSX	CSX CORP	12,021	$930M	0.4%	$15.87	+48.5%	COMMON STOCK	126408103
VOO	VANGUARD S&P 500 ETF	3,434	$924M	0.4%	$219917.40	—	COMMON STOCK	922908363
COF	CAPITAL ONE FINANCIAL	10,023	$909M	0.4%	$57.32	+39.3%	COMMON STOCK	14040H105
APH	AMPHENOL CORP	8,908	$855M	0.4%	$16.51	+36.8%	COMMON STOCK	032095101
PM	PHILIP MORRIS INTL INC	10,815	$849M	0.4%	$48.45	+20.3%	COMMON STOCK	718172109
VNQ	VANGUARD REAL ESTATE ETF	9,561	$836M	0.4%	$84758.70	—	COMMON STOCK	922908553
IDXX	IDEXX LABORATORIES INC	3,000	$826M	0.4%	$242.74	+1.5%	COMMON STOCK	45168D104
KMI	KINDER MORGAN INC	39,466	$824M	0.4%	$13.22	+3.4%	COMMON STOCK	49456B101
OKE	ONEOK	11,884	$818M	0.4%	$26.95	+62.7%	COMMON STOCK	682680103
INTC	INTEL	15,878	$760M	0.3%	$22.35	+92.9%	COMMON STOCK	458140100
ADP	AUTOMATIC DATA PROCESSING	4,394	$726M	0.3%	$116.08	+21.4%	COMMON STOCK	053015103
BAC	BANK OF AMERICA CORP	23,264	$675M	0.3%	$19.25	+27.2%	COMMON STOCK	060505104
PG	PROCTER & GAMBLE	6,010	$659M	0.3%	$61.29	+47.7%	COMMON STOCK	742718109
MO	ALTRIA GROUP	13,700	$649M	0.3%	$20.55	+50.5%	COMMON STOCK	02209S103
SHW	SHERWIN WILLIAMS CO	1,359	$623M	0.3%	$111.93	+25.9%	COMMON STOCK	824348106
MCD	MCDONALD'S CORP	2,974	$618M	0.3%	$89.02	+90.7%	COMMON STOCK	580135101
CME	CME GROUP INC	3,000	$582M	0.3%	$129.10	+11.9%	COMMON STOCK	12572Q105
KMX	CARMAX	6,425	$558M	0.2%	$64.39	+21.5%	COMMON STOCK	143130102
JLL	JONES LANG LASALLE INC	3,930	$553M	0.2%	$126.05	+12.3%	COMMON STOCK	48020Q107
—	ALLEGHANY CORP DEL	786	$535M	0.2%	$596090.30	—	COMMON STOCK	017175100
—	NOBLE ENERGY INC	23,871	$535M	0.2%	$52832.05	—	COMMON STOCK	655044105
WHR	WHIRLPOOL CORP	3,715	$529M	0.2%	$157.00	-14.6%	COMMON STOCK	963320106
CAG	CONAGRA BRANDS INC	19,778	$525M	0.2%	$17.90	+24.1%	COMMON STOCK	205887102
CI	CIGNA CORP	3,291	$518M	0.2%	$182.23	-21.3%	COMMON STOCK	125523100
—	ROYAL DUTCH SHELL PLC ADR A	7,893	$514M	0.2%	$62590.02	—	COMMON STOCK	780259206
LEN	LENNAR CORP	10,425	$505M	0.2%	$43.90	+4.5%	COMMON STOCK	526057104
—	RAYTHEON NEW	2,884	$501M	0.2%	$215819.89	—	COMMON STOCK	755111507
LOW	LOWES	4,803	$485M	0.2%	$56.68	+64.9%	COMMON STOCK	548661107
ABBV	ABBVIE INC	6,510	$473M	0.2%	$38.00	+56.3%	COMMON STOCK	00287Y109
TXN	TEXAS INSTRUMENTS	4,005	$460M	0.2%	$55.26	+67.9%	COMMON STOCK	882508104
GM	GENERAL MTRS CO	11,875	$458M	0.2%	$28.50	+21.9%	COMMON STOCK	37045V100
AMAT	APPLIED MATERIALS	10,029	$450M	0.2%	$35.54	+10.7%	COMMON STOCK	038222105
ROK	ROCKWELL AUTOMATION	2,725	$446M	0.2%	$163.88	-8.5%	COMMON STOCK	773903109
WMB	WILLIAMS COMPANIES	15,094	$423M	0.2%	$21.78	-12.0%	COMMON STOCK	969457100
OGS	ONE GAS INC	4,549	$411M	0.2%	$44.39	+99.3%	COMMON STOCK	68235P108
TSN	TYSON FOODS INC	5,026	$406M	0.2%	$50.94	+25.1%	COMMON STOCK	902494103
—	LIBERTY GLOBAL PLC CL C	15,125	$401M	0.2%	$35822.98	—	COMMON STOCK	G5480U120
—	RED HAT INC	2,100	$394M	0.2%	$136280.00	—	COMMON STOCK	756577102
VIG	VANGUARD DIVIDEND APPRECIATION ETF	3,401	$392M	0.2%	$79341.87	—	COMMON STOCK	921908844
ITT	ITT INC	5,570	$365M	0.2%	$37.79	+61.6%	COMMON STOCK	45073V108
—	LIBERTY SIRIUSXM GROUP CL C	9,570	$363M	0.2%	$34262.23	—	COMMON STOCK	531229607
IJH	ISHARES CORE S&P MID-CAP ETF	1,840	$357M	0.2%	$187802.03	—	COMMON STOCK	464287507
MRK	MERCK & CO INC	4,250	$356M	0.2%	$42.98	+44.6%	COMMON STOCK	58933Y105
JPM	JPMORGAN CHASE & CO	3,179	$355M	0.2%	$59.45	+54.8%	COMMON STOCK	46625H100
FTV	FORTIVE CORP	4,324	$352M	0.2%	$30.87	+63.6%	COMMON STOCK	34959J108
WFC	WELLS FARGO	7,300	$345M	0.2%	$36.08	+8.3%	COMMON STOCK	949746101
CMCSA	COMCAST CORP-CL A	7,932	$335M	0.2%	$28.81	+23.4%	COMMON STOCK	20030N101
TGT	TARGET	3,810	$330M	0.1%	$56.00	+20.9%	COMMON STOCK	87612E106
MU	MICRON TECHNOLOGY INC	8,275	$319M	0.1%	$37.18	0.0%	COMMON STOCK	595112103
AXTA	AXALTA COATING SYS LTD	10,700	$319M	0.1%	$27.29	-2.9%	COMMON STOCK	G0750C108
GD	GENERAL DYNAMICS CORP	1,735	$315M	0.1%	$170.35	-13.3%	COMMON STOCK	369550108
T	AT&T INC	9,056	$303M	0.1%	$13.03	+15.8%	COMMON STOCK	00206R102
—	GENERAL ELECTRIC CORP	28,371	$298M	0.1%	$24140.62	—	COMMON STOCK	369604103
FNF	FNF GROUP	7,148	$288M	0.1%	$25.96	+8.5%	COMMON STOCK	31620R303
SLB	SCHLUMBERGER LTD	7,245	$288M	0.1%	$55.81	-39.7%	COMMON STOCK	806857108
LKQ	LKQ CORP	10,700	$285M	0.1%	$32.12	-21.7%	COMMON STOCK	501889208
—	LINDE PLC	1,400	$281M	0.1%	$156040.00	—	COMMON STOCK	G5494J103
DUK	DUKE ENERGY CORP NEW	3,028	$267M	0.1%	$62.29	+8.8%	COMMON STOCK	26441C204
WAB	WABTEC CORP	3,714	$267M	0.1%	$101.79	-33.1%	COMMON STOCK	929740108
BP	BP PLC SPONS ADR	6,324	$264M	0.1%	$38195.82	—	COMMON STOCK	055622104
AEP	AMERICAN ELECTRIC POWER	2,962	$261M	0.1%	$50.98	+33.8%	COMMON STOCK	025537101
PFE	PFIZER INC	5,912	$256M	0.1%	$24.06	+21.4%	COMMON STOCK	717081103
NVO	NOVO NORDISK AS SPONS ADR	5,000	$255M	0.1%	$42890.00	—	COMMON STOCK	670100205
NEE	NEXTERA ENERGY INC	1,200	$246M	0.1%	$33.41	+25.1%	COMMON STOCK	65339F101
—	AON PLC	1,259	$243M	0.1%	$170700.16	—	COMMON STOCK	G0408V102
KMB	KIMBERLY CLARK	1,800	$240M	0.1%	$86.55	+18.1%	COMMON STOCK	494368103
MDLZ	MONDELEZ INTERNATIONAL INC	3,943	$213M	0.1%	$38.76	+13.8%	COMMON STOCK	609207105
IVV	ISHARES CORE S&P 500 ETF	720	$212M	0.1%	$284559.72	—	COMMON STOCK	464287200