Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HURN	HURON CONSULTING GROUP INC	98,156	$12.2M	8.2%	$117.21	0.0%	COM	447462102
VTI	VANGUARD INDEX FDS	37,676	$10.92M	7.3%	$171.74	—	TOTAL STK MKT	922908769
VEU	VANGUARD INTL EQUITY INDEX F	110,990	$6.372M	4.3%	$55.34	—	ALLWRLD EX US	922042775
MDY	SPDR S&P MIDCAP 400 ETF TR	8,740	$4.978M	3.3%	$427.04	—	UTSER1 S&PDCRP	78467Y107
MSFT	MICROSOFT CORP	10,815	$4.559M	3.1%	$229.33	+84.2%	COM	594918104
VB	VANGUARD INDEX FDS	18,918	$4.546M	3.0%	$181.51	—	SMALL CP ETF	922908751
AGG	ISHARES TR	41,776	$4.048M	2.7%	$110.71	—	CORE US AGGBD ET	464287226
BSV	VANGUARD BD INDEX FDS	48,227	$3.727M	2.5%	$80.24	—	SHORT TRM BOND	921937827
CAT	CATERPILLAR INC	8,536	$3.097M	2.1%	$124.08	+207.7%	COM	149123101
ITW	ILLINOIS TOOL WKS INC	11,935	$3.026M	2.0%	$147.79	+74.1%	COM	452308109
BKLN	INVESCO EXCH TRADED FD TR II	135,000	$2.844M	1.9%	$22.10	—	SR LN ETF	46138G508
AVGO	BROADCOM INC	11,350	$2.631M	1.8%	$146.64	+24.7%	COM	11135F101
XOM	EXXON MOBIL CORP	23,774	$2.557M	1.7%	$53.05	+111.8%	COM	30231G102
VWO	VANGUARD INTL EQUITY INDEX F	54,020	$2.379M	1.6%	$44.61	—	FTSE EMR MKT ETF	922042858
TIP	ISHARES TR	21,985	$2.343M	1.6%	$116.27	—	TIPS BD ETF	464287176
DUK	DUKE ENERGY CORP NEW	20,815	$2.243M	1.5%	$71.81	+51.5%	COM NEW	26441C204
JNK	SPDR SER TR	21,388	$2.042M	1.4%	$105.69	—	BLOOMBERG HIGH Y	78468R622
JPM	JPMORGAN CHASE & CO.	8,468	$2.03M	1.4%	$113.03	+101.7%	COM	46625H100
CVX	CHEVRON CORP NEW	13,870	$2.009M	1.3%	$93.76	+55.2%	COM	166764100
MRK	MERCK & CO INC	19,834	$1.973M	1.3%	$70.20	+40.6%	COM	58933Y105
LLY	ELI LILLY & CO	2,280	$1.76M	1.2%	$162.90	+404.1%	COM	532457108
EMR	EMERSON ELEC CO	13,345	$1.654M	1.1%	$62.82	+89.5%	COM	291011104
AAPL	APPLE INC	6,537	$1.637M	1.1%	$164.04	+43.0%	COM	037833100
HON	HONEYWELL INTL INC	7,159	$1.617M	1.1%	$143.91	+41.5%	COM	438516106
NEE	NEXTERA ENERGY INC	21,655	$1.552M	1.0%	$68.53	+9.5%	COM	65339F101
BAB	INVESCO EXCH TRADED FD TR II	56,456	$1.476M	1.0%	$32.96	—	TAXABLE MUN BD	46138G805
VNQ	VANGUARD INDEX FDS	15,855	$1.412M	0.9%	$97.17	—	REAL ESTATE ETF	922908553
CSCO	CISCO SYS INC	23,850	$1.412M	0.9%	$41.35	+33.9%	COM	17275R102
GWW	GRAINGER W W INC	1,325	$1.397M	0.9%	$294.38	+279.1%	COM	384802104
VYM	VANGUARD WHITEHALL FDS	10,868	$1.387M	0.9%	$107.32	—	HIGH DIV YLD	921946406
ED	CONSOLIDATED EDISON INC	14,788	$1.32M	0.9%	$76.72	+23.6%	COM	209115104
BMY	BRISTOL-MYERS SQUIBB CO	22,637	$1.28M	0.9%	$45.47	+15.6%	COM	110122108
OGE	OGE ENERGY CORP	30,640	$1.264M	0.8%	$43.20	-3.6%	COM	670837103
VMC	VULCAN MATLS CO	4,800	$1.235M	0.8%	$135.83	+96.4%	COM	929160109
IJR	ISHARES TR	10,468	$1.206M	0.8%	$106.01	—	CORE S&P SCP ETF	464287804
SPY	SPDR S&P 500 ETF TR	2,057	$1.206M	0.8%	$331.53	—	TR UNIT	78462F103
SO	SOUTHERN CO	14,160	$1.166M	0.8%	$49.55	+70.5%	COM	842587107
DE	DEERE & CO	2,600	$1.102M	0.7%	$199.01	+108.0%	COM	244199105
IWB	ISHARES TR	3,419	$1.101M	0.7%	$178.41	—	RUS 1000 ETF	464287622
SRE	SEMPRA	12,040	$1.056M	0.7%	$63.29	+33.2%	COM	816851109
AEE	AMEREN CORP	11,516	$1.027M	0.7%	$66.20	+30.7%	COM	023608102
IBM	INTERNATIONAL BUSINESS MACHS	4,482	$985K	0.7%	$99.90	+116.5%	COM	459200101
BA	BOEING CO	5,307	$939K	0.6%	$310.46	-49.5%	COM	097023105
NUE	NUCOR CORP	7,600	$887K	0.6%	$48.21	+192.3%	COM	670346105
ENB	ENBRIDGE INC	19,876	$843K	0.6%	$25.24	+55.3%	COM	29250N105
GOOG	ALPHABET INC	4,305	$820K	0.5%	$143.72	+22.2%	CAP STK CL C	02079K107
MCD	MCDONALDS CORP	2,782	$806K	0.5%	$195.15	+48.7%	COM	580135101
CNP	CENTERPOINT ENERGY INC	24,690	$783K	0.5%	$23.04	+30.0%	COM	15189T107
HUBB	HUBBELL INC	1,741	$729K	0.5%	$127.15	+245.8%	COM	443510607
RY	ROYAL BK CDA	6,000	$723K	0.5%	$80.55	+53.3%	COM	780087102
VO	VANGUARD INDEX FDS	2,736	$723K	0.5%	$230.15	—	MID CAP ETF	922908629
GATX	GATX CORP	4,600	$713K	0.5%	$71.06	+105.9%	COM	361448103
LMT	LOCKHEED MARTIN CORP	1,450	$705K	0.5%	$324.81	+62.3%	COM	539830109
MO	ALTRIA GROUP INC	13,359	$699K	0.5%	$30.05	+62.4%	COM	02209S103
PG	PROCTER AND GAMBLE CO	4,163	$698K	0.5%	$109.29	+51.6%	COM	742718109
NI	NISOURCE INC	18,950	$697K	0.5%	$24.08	+44.6%	COM	65473P105
T	AT&T INC	30,495	$694K	0.5%	$16.62	+29.5%	COM	00206R102
IWM	ISHARES TR	3,117	$689K	0.5%	$166.36	—	RUSSELL 2000 ETF	464287655
MMM	3M CO	5,045	$651K	0.4%	$111.76	+14.9%	COM	88579Y101
BMO	BANK MONTREAL QUE	6,692	$649K	0.4%	$60.15	+51.4%	COM	063671101
JNJ	JOHNSON & JOHNSON	4,449	$643K	0.4%	$127.97	+16.9%	COM	478160104
D	DOMINION ENERGY INC	11,929	$642K	0.4%	$62.40	-13.4%	COM	25746U109
DFAC	DIMENSIONAL ETF TRUST	18,395	$636K	0.4%	$27.60	—	US CORE EQUITY 2	25434V708
DD	DUPONT DE NEMOURS INC	8,315	$634K	0.4%	$24.52	+38.0%	COM	26614N102
VUG	VANGUARD INDEX FDS	1,518	$623K	0.4%	$187.46	—	GROWTH ETF	922908736
AEP	AMERICAN ELEC PWR CO INC	6,713	$619K	0.4%	$74.24	+25.4%	COM	025537101
PM	PHILIP MORRIS INTL INC	5,060	$609K	0.4%	$60.01	+100.9%	COM	718172109
WEC	WEC ENERGY GROUP INC	6,430	$605K	0.4%	$74.85	+24.7%	COM	92939U106
KO	COCA COLA CO	9,626	$599K	0.4%	$50.00	+26.2%	COM	191216100
ETR	ENTERGY CORP NEW	7,800	$591K	0.4%	$58.15	+20.3%	COM	29364G103
EEM	ISHARES TR	14,088	$589K	0.4%	$44.42	—	MSCI EMG MKT ETF	464287234
NVDA	NVIDIA CORPORATION	4,190	$563K	0.4%	$98.19	+40.3%	COM	67066G104
EFA	ISHARES TR	7,251	$548K	0.4%	$69.45	—	MSCI EAFE ETF	464287465
TD	TORONTO DOMINION BK ONT	10,144	$540K	0.4%	$57.09	-1.7%	COM NEW	891160509
WM	WASTE MGMT INC DEL	2,603	$525K	0.4%	$147.92	+42.7%	COM	94106L109
VZ	VERIZON COMMUNICATIONS INC	12,756	$510K	0.3%	$42.75	-7.8%	COM	92343V104
INFY	INFOSYS LTD	22,753	$499K	0.3%	$25.32	—	SPONSORED ADR	456788108
MDLZ	MONDELEZ INTL INC	8,112	$485K	0.3%	$48.25	+31.8%	CL A	609207105
GD	GENERAL DYNAMICS CORP	1,800	$474K	0.3%	$155.87	+80.9%	COM	369550108
CTVA	CORTEVA INC	8,315	$474K	0.3%	$55.81	+4.7%	COM	22052L104
EIX	EDISON INTL	5,860	$468K	0.3%	$54.14	+45.8%	COM	281020107
INTC	INTEL CORP	23,223	$466K	0.3%	$49.26	-54.2%	COM	458140100
USB	US BANCORP DEL	9,670	$463K	0.3%	$38.64	+20.7%	COM NEW	902973304
NSC	NORFOLK SOUTHN CORP	1,920	$451K	0.3%	$171.23	+45.1%	COM	655844108
PAYX	PAYCHEX INC	3,170	$444K	0.3%	$86.62	+58.5%	COM	704326107
PFE	PFIZER INC	16,573	$440K	0.3%	$27.05	-7.2%	COM	717081103
EVRG	EVERGY INC	7,047	$434K	0.3%	$47.11	+25.5%	COM	30034W106
IP	INTERNATIONAL PAPER CO	8,040	$433K	0.3%	$33.61	+52.7%	COM	460146103
IJH	ISHARES TR	6,928	$432K	0.3%	$89.76	—	CORE S&P MCP ETF	464287507
MDT	MEDTRONIC PLC	5,335	$426K	0.3%	$92.57	-9.4%	SHS	G5960L103
SNY	SANOFI	8,733	$421K	0.3%	$48.52	—	SPONSORED ADR	80105N105
FE	FIRSTENERGY CORP	10,185	$405K	0.3%	$35.73	+11.8%	COM	337932107
AMZN	AMAZON COM INC	1,813	$398K	0.3%	$168.44	+21.5%	COM	023135106
BAC	BANK AMERICA CORP	8,646	$380K	0.3%	$32.80	+30.6%	COM	060505104
—	UNILEVER PLC	6,625	$376K	0.3%	$50.19	—	SPON ADR NEW	904767704
FPE	FIRST TR EXCH TRADED FD III	20,474	$362K	0.2%	$19.41	—	PFD SECS INC ETF	33739E108
TFC	TRUIST FINL CORP	8,330	$361K	0.2%	$33.38	+26.8%	COM	89832Q109
KHC	KRAFT HEINZ CO	11,208	$344K	0.2%	$31.55	-2.8%	COM	500754106
DOW	DOW INC	8,465	$340K	0.2%	$37.01	+16.0%	COM	260557103
KMB	KIMBERLY-CLARK CORP	2,501	$328K	0.2%	$114.08	+14.1%	COM	494368103
SWX	SOUTHWEST GAS HLDGS INC	4,615	$326K	0.2%	$64.81	+14.7%	COM	844895102
WDC	WESTERN DIGITAL CORP	5,450	$325K	0.2%	$29.22	+71.4%	COM	958102105
CPB	THE CAMPBELLS COMPANY	7,635	$320K	0.2%	$40.41	+7.0%	COM	134429109
UPS	UNITED PARCEL SERVICE INC	2,515	$317K	0.2%	$171.00	-28.5%	CL B	911312106
V	VISA INC	985	$311K	0.2%	$272.36	+9.5%	COM CL A	92826C839
SHEL	SHELL PLC	4,920	$308K	0.2%	$58.71	—	SPON ADS	780259305
SYY	SYSCO CORP	4,020	$307K	0.2%	$68.78	+7.5%	COM	871829107
THO	THOR INDS INC	2,987	$286K	0.2%	$56.77	+82.5%	COM	885160101
BTI	BRITISH AMERN TOB PLC	7,522	$273K	0.2%	$42.44	—	SPONSORED ADR	110448107
ABBV	ABBVIE INC	1,505	$267K	0.2%	$161.60	+9.8%	COM	00287Y109
VBK	VANGUARD INDEX FDS	954	$267K	0.2%	$216.41	—	SML CP GRW ETF	922908595
ENR	ENERGIZER HLDGS INC NEW	7,645	$267K	0.2%	$27.45	+17.7%	COM	29272W109
BLV	VANGUARD BD INDEX FDS	3,831	$262K	0.2%	$102.07	—	LONG TERM BOND	921937793
VEA	VANGUARD TAX-MANAGED FDS	5,476	$262K	0.2%	$43.01	—	VAN FTSE DEV MKT	921943858
RTX	RTX CORPORATION	2,219	$257K	0.2%	$86.83	+36.2%	COM	75513E101
PPG	PPG INDS INC	2,000	$239K	0.2%	$112.51	+8.0%	COM	693506107
VCIT	VANGUARD SCOTTSDALE FDS	2,967	$238K	0.2%	$83.23	—	INT-TERM CORP	92206C870
TRV	TRAVELERS COMPANIES INC	976	$235K	0.2%	$215.32	+13.7%	COM	89417E109
WMT	WALMART INC	2,475	$224K	0.1%	$85.80	0.0%	COM	931142103
CI	THE CIGNA GROUP	765	$211K	0.1%	$317.75	-2.0%	COM	125523100
MA	MASTERCARD INCORPORATED	400	$211K	0.1%	$514.68	0.0%	CL A	57636Q104
BSJP	INVESCO EXCH TRD SLF IDX FD	9,060	$209K	0.1%	$22.11	—	BULSHS 2025 HY	46138J817
SNA	SNAP ON INC	600	$204K	0.1%	$327.46	0.0%	COM	833034101
ETN	EATON CORP PLC	613	$203K	0.1%	$301.25	+15.2%	SHS	G29183103
PDBC	INVESCO ACTVELY MNGD ETC FD	12,572	$163K	0.1%	$14.01	—	OPTIMUM YIELD	46090F100