Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IJH	S&P Mid Cap 400 Ishares	96,185	$14.43M	11.9%	$118.20	—	COM	464287507
IJR	S&P Small Cap 600 Ishares	74,977	$8.838M	7.3%	$92.37	—	COM	464287804
SYK	Stryker Corp.	39,040	$3.731M	3.1%	$57.23	+46.4%	COM	863667101
LOW	Lowe's Companies, Inc.	52,896	$3.543M	2.9%	$32.37	+81.7%	COM	548661107
IEMG	Core MSCI Emerging Markets ISh	69,625	$3.345M	2.7%	$48.04	—	COM	46434G103
SHW	Sherwin-Williams Co.	12,032	$3.309M	2.7%	$53.65	+60.0%	COM	824348106
—	C.R. Bard Inc.	18,570	$3.17M	2.6%	$109.47	—	COM	067383109
BDX	Becton, Dickinson & Company	21,765	$3.083M	2.5%	$78.36	+49.8%	COM	075887109
PPG	P P G Industries Inc.	26,593	$3.05M	2.5%	$77.06	+22.5%	COM	693506107
—	Sigma Aldrich Corp.	21,425	$2.986M	2.5%	$81.37	—	COM	826552101
ECL	Ecolab Inc.	25,940	$2.933M	2.4%	$74.63	+37.0%	COM	278865100
HRL	Hormel Foods Corp.	50,895	$2.869M	2.4%	$15.29	+43.9%	COM	440452100
ADP	Auto Data Processing	35,065	$2.814M	2.3%	$45.22	+49.5%	COM	053015103
XOM	Exxon Mobil Corp.	33,702	$2.804M	2.3%	$53.78	+1.0%	COM	30231G102
BF/B	Brown Forman Corp CL B	27,606	$2.766M	2.3%	$22.79	+38.2%	COM	115637209
—	Chubb Corp.	28,715	$2.732M	2.2%	$85.25	—	COM	171232101
PEP	PepsiCo Inc.	27,901	$2.604M	2.1%	$56.04	+23.7%	COM	713448108
MMM	3M Company	16,737	$2.583M	2.1%	$61.64	+53.8%	COM	88579Y101
CTAS	Cintas Corp.	28,948	$2.449M	2.0%	$12.90	+45.4%	COM	172908105
SO	Southern Company	58,346	$2.444M	2.0%	$26.68	+4.1%	COM	842587107
SLB	Schlumberger Ltd.	27,608	$2.38M	2.0%	$53.43	+25.0%	COM	806857108
—	Bemis Company	52,480	$2.363M	1.9%	$39.19	—	COM	081437105
JNJ	Johnson & Johnson	23,813	$2.32M	1.9%	$59.95	+24.3%	COM	478160104
IEFA	Core MSCI EAFE IShares	39,245	$2.288M	1.9%	$58.30	—	COM	46432F842
CINF	Cincinnati Financial	45,355	$2.276M	1.9%	$33.12	+15.5%	COM	172062101
CTSH	Cognizant Technology Solutions	37,240	$2.275M	1.9%	$37.25	+49.4%	COM	192446102
—	McGraw Hill Financial Inc.	21,785	$2.189M	1.8%	$77.24	—	COM	580645109
ADM	Archer-Daniels-Midland Company	44,850	$2.163M	1.8%	$23.53	+56.6%	COM	039483102
ICF	Cohen Steers Realty Ishares	23,650	$2.119M	1.7%	$80.46	—	COM	464287564
AAPL	Apple Computer Inc	16,460	$2.065M	1.7%	$26.88	+6.2%	COM	037833100
IBM	IBM Corp.	12,592	$2.048M	1.7%	$117.63	-12.4%	COM	459200101
GWW	WW Grainger	8,515	$2.015M	1.7%	$201.93	+1.1%	COM	384802104
T	AT&T Corp.	53,007	$1.882M	1.5%	$11.41	+7.1%	COM	00206R102
SYY	Sysco Corp.	50,410	$1.819M	1.5%	$29.52	-4.2%	COM	871829107
EMR	Emerson Electric Company	32,813	$1.818M	1.5%	$40.23	+9.9%	COM	291011104
—	Tortoise Energy Infrastructure	47,451	$1.751M	1.4%	$46.58	—	COM	89147L100
DOV	Dover Corp.	24,365	$1.71M	1.4%	$40.28	+22.5%	COM	260003108
PNR	Pentair PLC	21,320	$1.466M	1.2%	$39.58	-10.5%	COM	G7S00T104
—	HCP Inc.	40,138	$1.464M	1.2%	$45.02	—	COM	40414L109
SPY	Standard & Poor's 500 Dep. Rec	6,176	$1.271M	1.0%	$171.56	—	COM	78462F103
EFA	MSCI EAFE Ishares	18,526	$1.176M	1.0%	$58.43	—	COM	464287465
EEM	MSCI Emerging Markets Ishares	28,800	$1.141M	0.9%	$38.86	—	COM	464287234
—	Rogers Int'l Commodity Index	179,000	$1.113M	0.9%	$7.97	—	COM	870297801
PG	Procter & Gamble Co.	7,963	$623K	0.5%	$55.00	+9.0%	COM	742718109
DIS	Walt Disney Co.	4,980	$568K	0.5%	$56.61	+76.7%	COM	254687106
—	International Speedway Corp. C	10,000	$367K	0.3%	$31.50	—	COM	460335201
CL	Colgate Palmolive	4,334	$283K	0.2%	$45.11	+17.4%	COM	194162103
GLD	SPDR Gold Trust	2,182	$245K	0.2%	$119.30	—	COM	78463V107