Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VYM	VANGUARD WHITEHALL FDS HIGH DIV YLD	10,184,502	$1.072B	47.1%	$105.24	—	Common	921946406
SPY	SPDR S&P 500 ETF TR TR UNIT	380,000	$161M	7.1%	$451.64	—	Common	78462F103
VWO	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	3,380,569	$138M	6.0%	$40.44	—	Common	922042858
EMB	ISHARES TR JPMORGAN USD EMG	1,267,305	$110M	4.8%	$83.37	—	Common	464288281
BKLN	INVESCO EXCH TRADED FD TR II SR LN ETF	2,955,725	$62.19M	2.7%	$21.54	—	Common	46138G508
AAPL	APPLE INC COM	222,289	$43.12M	1.9%	$84.45	+103.7%	Common	037833100
MSFT	MICROSOFT CORP COM	110,243	$37.54M	1.7%	$49.45	+521.2%	Common	594918104
GSG	ISHARES S&P GSCI COMMODITY- UNIT BEN INT	1,850,982	$36.08M	1.6%	$18.87	—	Common	46428R107
VNQ	VANGUARD INDEX FDS REAL ESTATE ETF	402,119	$33.6M	1.5%	$83.04	—	Common	922908553
NVDA	NVIDIA CORPORATION COM	51,002	$21.57M	0.9%	$16.00	+107.4%	Common	67066G104
IFRA	ISHARES TR US INFRASTRUC	404,300	$15.12M	0.7%	$37.40	—	Common	46435U713
AMZN	AMAZON COM INC COM	114,282	$14.9M	0.7%	$120.34	-5.1%	Common	023135106
GOOGL	ALPHABET INC CAP STK CL A	115,191	$13.79M	0.6%	$106.61	+7.2%	Common	02079K305
VWOB	VANGUARD WHITEHALL FDS EM MK GOV BD ETF	212,100	$13.07M	0.6%	$61.60	—	Common	921946885
GOOG	ALPHABET INC CAP STK CL C	84,638	$10.24M	0.5%	$106.83	+7.5%	Common	02079K107
META	META PLATFORMS INC CL A	34,763	$9.976M	0.4%	$92.81	+164.0%	Common	30303M102
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	24,500	$9.476M	0.4%	$386.77	—	Common	922908363
LLY	LILLY ELI & CO COM	19,673	$9.226M	0.4%	$76.82	+435.7%	Common	532457108
USRT	ISHARES TR CRE U S REIT ETF	177,600	$8.902M	0.4%	$50.13	—	Common	464288521
SCHP	SCHWAB STRATEGIC TR US TIPS ETF	155,100	$8.25M	0.4%	$53.19	—	Common	808524870
TSLA	TESLA INC COM	31,324	$8.2M	0.4%	$220.28	-9.2%	Common	88160R101
V	VISA INC COM CL A	33,737	$8.012M	0.4%	$96.89	+131.6%	Common	92826C839
JPM	JPMORGAN CHASE & CO COM	54,439	$7.918M	0.3%	$69.31	+87.1%	Common	46625H100
UNH	UNITEDHEALTH GROUP INC COM	16,180	$7.777M	0.3%	$116.20	+300.1%	Common	91324P102
USHY	ISHARES TR BROAD USD HIGH	207,000	$7.269M	0.3%	$35.12	—	Common	46435U853
HD	HOME DEPOT INC COM	20,134	$6.254M	0.3%	$92.12	+200.1%	Common	437076102
FEZ	SPDR INDEX SHS FDS EURO STOXX 50	132,300	$5.99M	0.3%	$45.28	—	Common	78463X202
ADBE	ADOBE SYSTEMS INCORPORATED COM	11,572	$5.659M	0.2%	$103.58	+288.9%	Common	00724F101
AVGO	BROADCOM INC COM	6,463	$5.606M	0.2%	$21.16	+224.8%	Common	11135F101
CVX	CHEVRON CORP NEW COM	33,759	$5.312M	0.2%	$85.78	+67.0%	Common	166764100
JNJ	JOHNSON & JOHNSON COM	31,861	$5.274M	0.2%	$78.46	+89.8%	Common	478160104
XOM	EXXON MOBIL CORP COM	48,737	$5.227M	0.2%	$54.92	+81.4%	Common	30231G102
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	14,753	$5.031M	0.2%	$139.89	+133.3%	Common	084670702
MCD	MCDONALDS CORP COM	16,853	$5.029M	0.2%	$135.10	+102.1%	Common	580135101
ACN	ACCENTURE PLC IRELAND SHS CLASS A	16,078	$4.961M	0.2%	$93.93	+197.7%	Common	G1151C101
TMO	THERMO FISHER SCIENTIFIC INC COM	9,352	$4.879M	0.2%	$140.47	+281.1%	Common	883556102
MA	MASTERCARD INCORPORATED CL A	11,970	$4.708M	0.2%	$125.84	+193.9%	Common	57636Q104
COST	COSTCO WHSL CORP NEW COM	8,623	$4.642M	0.2%	$156.83	+210.6%	Common	22160K105
SNPS	SYNOPSYS INC COM	10,402	$4.529M	0.2%	$90.31	+346.0%	Common	871607107
PG	PROCTER AND GAMBLE CO COM	28,171	$4.275M	0.2%	$70.38	+100.8%	Common	742718109
PEP	PEPSICO INC COM	21,398	$3.963M	0.2%	$69.78	+144.4%	Common	713448108
MRK	MERCK & CO INC COM	32,587	$3.76M	0.2%	$38.36	+172.3%	Common	58933Y105
IEMG	ISHARES INC CORE MSCI EMKT	3,264,874	$3.74M	0.2%	$1.15	—	Common	46434G103
INTU	INTUIT COM	8,075	$3.7M	0.2%	$410.77	+4.9%	Common	461202103
NKE	NIKE INC CL B	33,199	$3.664M	0.2%	$74.83	+48.8%	Common	654106103
SYK	STRYKER CORPORATION COM	11,739	$3.581M	0.2%	$232.61	+21.0%	Common	863667101
AXP	AMERICAN EXPRESS CO COM	20,554	$3.581M	0.2%	$91.82	+70.1%	Common	025816109
ISRG	INTUITIVE SURGICAL INC COM NEW	10,423	$3.564M	0.2%	$296.97	+1.9%	Common	46120E602
NOW	SERVICENOW INC COM	6,277	$3.527M	0.2%	$64.58	+54.8%	Common	81762P102
ABBV	ABBVIE INC COM	26,071	$3.513M	0.2%	$42.93	+211.5%	Common	00287Y109
TXN	TEXAS INSTRS INC COM	19,063	$3.432M	0.2%	$81.80	+94.5%	Common	882508104
BKNG	BOOKING HOLDINGS INC COM	1,252	$3.381M	0.1%	$1931.71	+34.6%	Common	09857L108
ROK	ROCKWELL AUTOMATION INC COM	9,913	$3.266M	0.1%	$175.15	+57.5%	Common	773903109
COP	CONOCOPHILLIPS COM	31,371	$3.25M	0.1%	$57.23	+65.1%	Common	20825C104
FTNT	FORTINET INC COM	42,918	$3.244M	0.1%	$54.00	+25.9%	Common	34959E109
EOG	EOG RES INC COM	28,172	$3.224M	0.1%	$59.60	+75.2%	Common	26875P101
ADI	ANALOG DEVICES INC COM	16,401	$3.195M	0.1%	$149.93	+18.0%	Common	032654105
UPS	UNITED PARCEL SERVICE INC CL B	17,687	$3.17M	0.1%	$74.34	+107.9%	Common	911312106
CTAS	CINTAS CORP COM	6,232	$3.098M	0.1%	$48.85	+134.9%	Common	172908105
ETN	EATON CORP PLC SHS	14,888	$2.994M	0.1%	$71.65	+137.7%	Common	G29183103
KO	COCA COLA CO COM	48,583	$2.926M	0.1%	$31.75	+80.7%	Common	191216100
BAC	BANK AMERICA CORP COM	99,688	$2.86M	0.1%	$15.19	+75.3%	Common	060505104
SPGI	S&P GLOBAL INC COM	7,028	$2.817M	0.1%	$140.00	+155.5%	Common	78409V104
CRM	SALESFORCE INC COM	13,285	$2.807M	0.1%	$76.73	+162.9%	Common	79466L302
ZTS	ZOETIS INC CL A	15,994	$2.754M	0.1%	$61.55	+173.1%	Common	98978V103
VRTX	VERTEX PHARMACEUTICALS INC COM	7,787	$2.74M	0.1%	$313.30	+7.5%	Common	92532F100
MRSH	MARSH & MCLENNAN COS INC COM	14,517	$2.73M	0.1%	$83.87	+103.2%	Common	571748102
AMD	ADVANCED MICRO DEVICES INC COM	23,934	$2.726M	0.1%	$105.01	-1.0%	Common	007903107
LULU	LULULEMON ATHLETICA INC COM	7,011	$2.654M	0.1%	$291.58	+26.5%	Common	550021109
ABNB	AIRBNB INC COM CL A	20,466	$2.623M	0.1%	$112.27	+4.2%	Common	009066101
KEYS	KEYSIGHT TECHNOLOGIES INC COM	14,996	$2.511M	0.1%	$86.83	+78.7%	Common	49338L103
WMT	WALMART INC COM	15,845	$2.491M	0.1%	$21.99	+122.6%	Common	931142103
—	ANSYS INC COM	7,500	$2.477M	0.1%	$173.07	—	Common	03662Q105
TT	TRANE TECHNOLOGIES PLC SHS	12,652	$2.42M	0.1%	$124.87	+38.3%	Common	G8994E103
PFE	PFIZER INC COM	65,198	$2.391M	0.1%	$19.65	+69.0%	Common	717081103
DIS	DISNEY WALT CO COM	26,568	$2.372M	0.1%	$80.42	+15.1%	Common	254687106
IQV	IQVIA HLDGS INC COM	10,514	$2.363M	0.1%	$150.18	+33.7%	Common	46266C105
IDXX	IDEXX LABS INC COM	4,692	$2.356M	0.1%	$514.97	-6.9%	Common	45168D104
EW	EDWARDS LIFESCIENCES CORP COM	24,683	$2.328M	0.1%	$64.05	+35.7%	Common	28176E108
NEE	NEXTERA ENERGY INC COM	31,363	$2.327M	0.1%	$58.11	+20.4%	Common	65339F101
CSCO	CISCO SYS INC COM	44,816	$2.319M	0.1%	$21.04	+116.3%	Common	17275R102
ADP	AUTOMATIC DATA PROCESSING IN COM	10,337	$2.272M	0.1%	$75.02	+171.0%	Common	053015103
CMCSA	COMCAST CORP NEW CL A	54,548	$2.266M	0.1%	$26.76	+37.0%	Common	20030N101
WFC	WELLS FARGO CO NEW COM	52,875	$2.257M	0.1%	$36.55	+3.0%	Common	949746101
—	APTIV PLC SHS	22,010	$2.247M	0.1%	$102.43	—	Common	G6095L109
DHR	DANAHER CORPORATION COM	9,350	$2.244M	0.1%	$61.52	+239.4%	Common	235851102
CSGP	COSTAR GROUP INC COM	25,061	$2.23M	0.1%	$84.65	-8.8%	Common	22160N109
BMY	BRISTOL-MYERS SQUIBB CO COM	34,796	$2.225M	0.1%	$38.29	+54.0%	Common	110122108
MDLZ	MONDELEZ INTL INC CL A	30,465	$2.222M	0.1%	$39.95	+71.6%	Common	609207105
CAT	CATERPILLAR INC COM	8,869	$2.182M	0.1%	$88.36	+141.9%	Common	149123101
TJX	TJX COS INC NEW COM	25,263	$2.142M	0.1%	$38.17	+99.5%	Common	872540109
RTX	RAYTHEON TECHNOLOGIES CORP COM	21,540	$2.11M	0.1%	$55.28	+67.0%	Common	75513E101
IBM	INTERNATIONAL BUSINESS MACHS COM	15,762	$2.109M	0.1%	$103.20	+14.4%	Common	459200101
ARES	ARES MANAGEMENT CORPORATION CL A COM STK	21,587	$2.08M	0.1%	$64.64	+24.3%	Common	03990B101
UNP	UNION PAC CORP COM	10,095	$2.066M	0.1%	$127.00	+47.2%	Common	907818108
AVY	AVERY DENNISON CORP COM	11,840	$2.034M	0.1%	$112.48	+44.7%	Common	053611109
QCOM	QUALCOMM INC COM	16,983	$2.022M	0.1%	$50.50	+114.5%	Common	747525103
MDT	MEDTRONIC PLC SHS	22,927	$2.02M	0.1%	$62.95	+26.1%	Common	G5960L103
SHW	SHERWIN WILLIAMS CO COM	7,522	$1.997M	0.1%	$229.50	+0.2%	Common	824348106
EL	LAUDER ESTEE COS INC CL A	9,785	$1.922M	0.1%	$200.19	+0.7%	Common	518439104
HCA	HCA HEALTHCARE INC COM	6,324	$1.919M	0.1%	$79.65	+241.6%	Common	40412C101
LOW	LOWES COS INC COM	8,453	$1.908M	0.1%	$53.23	+271.5%	Common	548661107
CI	THE CIGNA GROUP COM	6,762	$1.897M	0.1%	$174.07	+42.4%	Common	125523100
CSX	CSX CORP COM	55,024	$1.876M	0.1%	$25.67	+18.6%	Common	126408103
INTC	INTEL CORP COM	55,684	$1.862M	0.1%	$27.19	+13.0%	Common	458140100
WM	WASTE MGMT INC DEL COM	10,697	$1.855M	0.1%	$45.37	+249.9%	Common	94106L109
ORCL	ORACLE CORP COM	15,370	$1.83M	0.1%	$31.64	+217.3%	Common	68389X105
CRWD	CROWDSTRIKE HLDGS INC CL A	12,398	$1.821M	0.1%	$145.68	-4.3%	Common	22788C105
BA	BOEING CO COM	8,492	$1.793M	0.1%	$141.49	+46.8%	Common	097023105
VZ	VERIZON COMMUNICATIONS INC COM	48,180	$1.792M	0.1%	$29.73	+5.0%	Common	92343V104
ABT	ABBOTT LABS COM	16,190	$1.765M	0.1%	$40.68	+149.4%	Common	002824100
MS	MORGAN STANLEY COM NEW	20,248	$1.729M	0.1%	$26.86	+191.8%	Common	617446448
GILD	GILEAD SCIENCES INC COM	21,723	$1.674M	0.1%	$51.27	+41.6%	Common	375558103
WSC	WILLSCOT MOBIL MINI HLDNG CO COM CL A	34,786	$1.662M	0.1%	$41.25	+8.4%	Common	971378104
NFLX	NETFLIX INC COM	3,768	$1.66M	0.1%	$27.79	+32.5%	Common	64110L106
ORLY	OREILLY AUTOMOTIVE INC COM	1,725	$1.648M	0.1%	$30.83	+98.1%	Common	67103H107
WELL	WELLTOWER INC COM	20,347	$1.646M	0.1%	$61.61	+17.9%	Common	95040Q104
C	CITIGROUP INC COM NEW	35,691	$1.643M	0.1%	$40.57	+5.3%	Common	172967424
REGN	REGENERON PHARMACEUTICALS COM	2,249	$1.616M	0.1%	$355.48	+115.7%	Common	75886F107
TW	TRADEWEB MKTS INC CL A	23,538	$1.612M	0.1%	$85.24	-16.9%	Common	892672106
TRMB	TRIMBLE INC COM	30,350	$1.607M	0.1%	$77.16	-36.6%	Common	896239100
AMGN	AMGEN INC COM	7,234	$1.606M	0.1%	$95.78	+123.1%	Common	031162100
LPLA	LPL FINL HLDGS INC COM	7,361	$1.601M	0.1%	$151.92	+31.8%	Common	50212V100
SO	SOUTHERN CO COM	22,619	$1.589M	0.1%	$30.81	+112.0%	Common	842587107
—	BLACKROCK INC COM	2,296	$1.587M	0.1%	$378.91	—	Common	09247X101
MSCI	MSCI INC COM	3,366	$1.58M	0.1%	$379.53	+24.6%	Common	55354G100
PM	PHILIP MORRIS INTL INC COM	16,106	$1.572M	0.1%	$54.03	+56.4%	Common	718172109
EQIX	EQUINIX INC COM	2,005	$1.572M	0.1%	$639.35	+8.3%	Common	29444U700
TDG	TRANSDIGM GROUP INC COM	1,753	$1.567M	0.1%	$207.83	+225.3%	Common	893641100
PCAR	PACCAR INC COM	18,457	$1.544M	0.1%	$43.10	+54.3%	Common	693718108
HON	HONEYWELL INTL INC COM	7,254	$1.505M	0.1%	$76.75	+128.7%	Common	438516106
SHLS	SHOALS TECHNOLOGIES GROUP IN CL A	58,799	$1.503M	0.1%	$21.78	+6.2%	Common	82489W107
MAR	MARRIOTT INTL INC NEW CL A	8,137	$1.495M	0.1%	$64.56	+161.7%	Common	571903202
PYPL	PAYPAL HLDGS INC COM	22,333	$1.49M	0.1%	$83.57	-18.6%	Common	70450Y103
CVS	CVS HEALTH CORP COM	21,457	$1.483M	0.1%	$52.65	+22.1%	Common	126650100
CCK	CROWN HLDGS INC COM	16,866	$1.465M	0.1%	$92.78	-13.8%	Common	228368106
CME	CME GROUP INC COM	7,894	$1.463M	0.1%	$83.12	+100.3%	Common	12572Q105
DE	DEERE & CO COM	3,596	$1.457M	0.1%	$150.30	+144.8%	Common	244199105
CB	CHUBB LIMITED COM	7,513	$1.447M	0.1%	$107.85	+76.0%	Common	H1467J104
GS	GOLDMAN SACHS GROUP INC COM	4,447	$1.434M	0.1%	$161.42	+90.7%	Common	38141G104
TMUS	T-MOBILE US INC COM	10,029	$1.393M	0.1%	$47.67	+184.4%	Common	872590104
AMT	AMERICAN TOWER CORP NEW COM	7,179	$1.392M	0.1%	$90.04	+97.8%	Common	03027X100
DDOG	DATADOG INC CL A COM	14,145	$1.392M	0.1%	$78.12	+7.0%	Common	23804L103
GE	GENERAL ELECTRIC CO COM NEW	12,559	$1.38M	0.1%	$62.69	+27.3%	Common	369604301
ACGL	ARCH CAP GROUP LTD ORD	18,377	$1.376M	0.1%	$28.16	+144.2%	Common	G0450A105
TGT	TARGET CORP COM	10,232	$1.35M	0.1%	$58.98	+128.8%	Common	87612E106
BIIB	BIOGEN INC COM	4,680	$1.333M	0.1%	$258.21	+15.4%	Common	09062X103
AON	AON PLC SHS CL A	3,834	$1.323M	0.1%	$180.28	+76.8%	Common	G0403H108
PSA	PUBLIC STORAGE COM	4,514	$1.318M	0.1%	$144.94	+80.0%	Common	74460D109
—	COOPER COS INC COM NEW	3,371	$1.293M	0.1%	$256.17	—	Common	216648402
NUE	NUCOR CORP COM	7,865	$1.29M	0.1%	$43.97	+219.0%	Common	670346105
TRV	TRAVELERS COMPANIES INC COM	7,205	$1.251M	0.1%	$89.70	+87.0%	Common	89417E109
—	WORLD WRESTLING ENTMT INC CL A	11,373	$1.234M	0.1%	$62.48	—	Common	98156Q108
ZS	ZSCALER INC COM	8,394	$1.228M	0.1%	$155.16	-21.3%	Common	98980G102
—	DISCOVER FINL SVCS COM	10,509	$1.228M	0.1%	$57.31	—	Common	254709108
DD	DUPONT DE NEMOURS INC COM	17,161	$1.226M	0.1%	$22.67	+19.9%	Common	26614N102
ELV	ELEVANCE HEALTH INC COM	2,754	$1.224M	0.1%	$136.25	+224.9%	Common	036752103
BSX	BOSTON SCIENTIFIC CORP COM	22,512	$1.218M	0.1%	$22.78	+129.2%	Common	101137107
ENPH	ENPHASE ENERGY INC COM	7,269	$1.217M	0.1%	$150.95	+18.4%	Common	29355A107
COR	AMERISOURCEBERGEN CORP COM	6,141	$1.182M	0.1%	$69.38	+143.7%	Common	03073E105
AME	AMETEK INC COM	7,241	$1.172M	0.1%	$56.95	+152.0%	Common	031100100
MO	ALTRIA GROUP INC COM	25,615	$1.16M	0.1%	$21.76	+68.0%	Common	02209S103
PEG	PUBLIC SVC ENTERPRISE GRP IN COM	18,429	$1.154M	0.1%	$30.93	+84.7%	Common	744573106
GIS	GENERAL MLS INC COM	14,996	$1.15M	0.1%	$40.20	+92.8%	Common	370334104
CHD	CHURCH & DWIGHT CO INC COM	11,430	$1.146M	0.1%	$41.69	+119.0%	Common	171340102
DOV	DOVER CORP COM	7,570	$1.118M	0.0%	$61.98	+123.4%	Common	260003108
SBUX	STARBUCKS CORP COM	11,216	$1.111M	0.0%	$56.62	+71.8%	Common	855244109
CHTR	CHARTER COMMUNICATIONS INC N CL A	2,970	$1.091M	0.0%	$251.20	+35.8%	Common	16119P108
SLB	SCHLUMBERGER LTD COM STK	21,787	$1.07M	0.0%	$52.49	-15.2%	Common	806857108
TREX	TREX CO INC COM	16,247	$1.065M	0.0%	$83.22	-33.0%	Common	89531P105
T	AT&T INC COM	66,149	$1.055M	0.0%	$12.58	+17.6%	Common	00206R102
XYZ	BLOCK INC CL A	15,822	$1.053M	0.0%	$103.96	-39.9%	Common	852234103
ENTG	ENTEGRIS INC COM	9,497	$1.052M	0.0%	$43.12	+109.2%	Common	29362U104
WMB	WILLIAMS COS INC COM	32,103	$1.048M	0.0%	$17.79	+50.5%	Common	969457100
ITW	ILLINOIS TOOL WKS INC COM	4,155	$1.039M	0.0%	$69.70	+215.1%	Common	452308109
DUK	DUKE ENERGY CORP NEW COM NEW	11,566	$1.038M	0.0%	$46.65	+82.5%	Common	26441C204
GM	GENERAL MTRS CO COM	26,768	$1.032M	0.0%	$28.61	+17.5%	Common	37045V100
DVN	DEVON ENERGY CORP NEW COM	20,964	$1.013M	0.0%	$26.49	+71.6%	Common	25179M103
EA	ELECTRONIC ARTS INC COM	7,810	$1.013M	0.0%	$79.23	+57.7%	Common	285512109
SCHW	SCHWAB CHARLES CORP COM	17,837	$1.011M	0.0%	$32.18	+56.8%	Common	808513105
SRE	SEMPRA COM	6,919	$1.007M	0.0%	$43.72	+57.3%	Common	816851109
MKC	MCCORMICK & CO INC COM NON VTG	11,502	$1.003M	0.0%	$61.15	+35.4%	Common	579780206
HSY	HERSHEY CO COM	3,946	$985K	0.0%	$92.20	+164.0%	Common	427866108
CCI	CROWN CASTLE INC COM	8,540	$973K	0.0%	$67.06	+52.7%	Common	22822V101
DAR	DARLING INGREDIENTS INC COM	15,210	$970K	0.0%	$62.86	-3.1%	Common	237266101
CL	COLGATE PALMOLIVE CO COM	12,479	$961K	0.0%	$48.33	+50.9%	Common	194162103
NSC	NORFOLK SOUTHN CORP COM	4,173	$946K	0.0%	$92.31	+116.9%	Common	655844108
DLR	DIGITAL RLTY TR INC COM	8,247	$939K	0.0%	$87.33	+3.6%	Common	253868103
PNC	PNC FINL SVCS GROUP INC COM	7,402	$932K	0.0%	$65.50	+68.6%	Common	693475105
A	AGILENT TECHNOLOGIES INC COM	7,725	$929K	0.0%	$69.01	+81.2%	Common	00846U101
OMC	OMNICOM GROUP INC COM	9,657	$919K	0.0%	$59.11	+43.6%	Common	681919106
APD	AIR PRODS & CHEMS INC COM	3,041	$911K	0.0%	$85.94	+208.7%	Common	009158106
AEP	AMERICAN ELEC PWR CO INC COM	10,587	$891K	0.0%	$45.33	+76.4%	Common	025537101
WY	WEYERHAEUSER CO MTN BE COM NEW	26,346	$883K	0.0%	$21.74	+28.0%	Common	962166104
ALL	ALLSTATE CORP COM	7,985	$871K	0.0%	$45.80	+133.1%	Common	020002101
FDX	FEDEX CORP COM	3,479	$862K	0.0%	$118.11	+82.9%	Common	31428X106
DHI	D R HORTON INC COM	7,030	$855K	0.0%	$26.16	+307.7%	Common	23331A109
OXY	OCCIDENTAL PETE CORP COM	14,497	$852K	0.0%	$55.47	+3.3%	Common	674599105
GRMN	GARMIN LTD SHS	8,119	$847K	0.0%	$130.06	-25.4%	Common	H2906T109
AWK	AMERICAN WTR WKS CO INC NEW COM	5,924	$846K	0.0%	$61.41	+125.4%	Common	030420103
ECL	ECOLAB INC COM	4,505	$841K	0.0%	$112.48	+48.7%	Common	278865100
CMS	CMS ENERGY CORP COM	14,225	$836K	0.0%	$39.23	+41.5%	Common	125896100
MU	MICRON TECHNOLOGY INC COM	13,128	$829K	0.0%	$34.87	+82.0%	Common	595112103
LYB	LYONDELLBASELL INDUSTRIES N SHS - A -	8,985	$825K	0.0%	$51.97	+46.2%	Common	N53745100
POOL	POOL CORP COM	2,193	$822K	0.0%	$340.72	-3.3%	Common	73278L105
GL	GLOBE LIFE INC COM	7,494	$821K	0.0%	$86.94	+21.0%	Common	37959E102
BDX	BECTON DICKINSON & CO COM	3,109	$821K	0.0%	$134.99	+79.3%	Common	075887109
PRU	PRUDENTIAL FINL INC COM	9,133	$806K	0.0%	$57.25	+28.3%	Common	744320102
YETI	YETI HLDGS INC COM	20,544	$798K	0.0%	$33.41	+16.0%	Common	98585X104
FTV	FORTIVE CORP COM	10,651	$796K	0.0%	$33.61	+48.5%	Common	34959J108
BAH	BOOZ ALLEN HAMILTON HLDG COR CL A	7,046	$786K	0.0%	$88.73	+5.5%	Common	099502106
HWM	HOWMET AEROSPACE INC COM	15,659	$776K	0.0%	$40.61	+8.8%	Common	443201108
ALB	ALBEMARLE CORP COM	3,478	$776K	0.0%	$105.14	+86.4%	Common	012653101
PH	PARKER-HANNIFIN CORP COM	1,977	$771K	0.0%	$135.56	+142.3%	Common	701094104
D	DOMINION ENERGY INC COM	14,874	$770K	0.0%	$45.48	+4.6%	Common	25746U109
USB	US BANCORP DEL COM NEW	23,201	$767K	0.0%	$29.17	-2.6%	Common	902973304
AIG	AMERICAN INTL GROUP INC COM NEW	12,859	$740K	0.0%	$38.84	+30.3%	Common	026874784
DG	DOLLAR GEN CORP NEW COM	4,246	$721K	0.0%	$181.68	+3.1%	Common	256677105
EXC	EXELON CORP COM	17,539	$715K	0.0%	$19.44	+92.6%	Common	30161N101
VLO	VALERO ENERGY CORP COM	6,056	$710K	0.0%	$31.16	+244.0%	Common	91913Y100
NDAQ	NASDAQ INC COM	13,652	$681K	0.0%	$50.57	+3.1%	Common	631103108
MMM	3M CO COM	6,667	$667K	0.0%	$91.98	-15.7%	Common	88579Y101
SWK	STANLEY BLACK & DECKER INC COM	7,096	$665K	0.0%	$105.20	-29.2%	Common	854502101
NEM	NEWMONT CORP COM	15,558	$664K	0.0%	$26.99	+57.1%	Common	651639106
VMC	VULCAN MATLS CO COM	2,928	$660K	0.0%	$126.07	+49.1%	Common	929160109
SPG	SIMON PPTY GROUP INC NEW COM	5,640	$651K	0.0%	$90.31	+4.6%	Common	828806109
BALL	BALL CORP COM	11,011	$641K	0.0%	$53.67	-2.7%	Common	058498106
SYY	SYSCO CORP COM	8,349	$619K	0.0%	$43.93	+56.0%	Common	871829107
GXO	GXO LOGISTICS INCORPORATED COMMON STOCK	9,686	$608K	0.0%	$55.35	+1.4%	Common	36262G101
TFC	TRUIST FINL CORP COM	19,782	$600K	0.0%	$40.68	-33.8%	Common	89832Q109
COF	CAPITAL ONE FINL CORP COM	5,352	$585K	0.0%	$79.77	+20.2%	Common	14040H105
CE	CELANESE CORP DEL COM	5,033	$583K	0.0%	$79.83	+31.0%	Common	150870103
PGNY	PROGYNY INC COM	14,739	$580K	0.0%	$46.56	-22.5%	Common	74340E103
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	5,078	$576K	0.0%	$97.02	+6.5%	Common	015271109
EQR	EQUITY RESIDENTIAL SH BEN INT	8,580	$566K	0.0%	$37.73	+48.2%	Common	29476L107
MTCH	MATCH GROUP INC NEW COM	13,079	$547K	0.0%	$135.21	-73.6%	Common	57667L107
DOW	DOW INC COM	10,198	$543K	0.0%	$36.76	+23.1%	Common	260557103
CEG	CONSTELLATION ENERGY CORP COM	5,910	$541K	0.0%	$47.25	+72.2%	Common	21037T109
TSN	TYSON FOODS INC CL A	10,364	$529K	0.0%	$43.20	+14.8%	Common	902494103
TTEK	TETRA TECH INC NEW COM	3,156	$517K	0.0%	$34.44	-14.6%	Common	88162G103
XEL	XCEL ENERGY INC COM	8,080	$502K	0.0%	$59.25	+2.6%	Common	98389B100
CTVA	CORTEVA INC COM	8,624	$494K	0.0%	$25.84	+119.2%	Common	22052L104
TER	TERADYNE INC COM	4,385	$488K	0.0%	$26.43	+275.0%	Common	880770102
KMI	KINDER MORGAN INC DEL COM	28,334	$488K	0.0%	$15.20	-2.7%	Common	49456B101
WMG	WARNER MUSIC GROUP CORP COM CL A	17,415	$454K	0.0%	$32.06	-19.2%	Common	934550203
IR	INGERSOLL RAND INC COM	6,470	$423K	0.0%	$32.04	+84.0%	Common	45687V106
CALY	TOPGOLF CALLAWAY BRANDS CORP COM	19,692	$391K	0.0%	$31.86	-37.2%	Common	131193104
HAL	HALLIBURTON CO COM	11,723	$387K	0.0%	$36.49	-18.6%	Common	406216101
WDAY	WORKDAY INC CL A	1,593	$360K	0.0%	$200.31	0.0%	Common	98138H101
GEHC	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK	4,291	$349K	0.0%	$71.08	+11.8%	Common	36266G107
LUV	SOUTHWEST AIRLS CO COM	9,613	$348K	0.0%	$46.87	-37.1%	Common	844741108
DOC	HEALTHPEAK PROPERTIES INC COM	17,208	$346K	0.0%	$25.38	-30.7%	Common	42250P103
RGA	REINSURANCE GRP OF AMERICA I COM NEW	2,405	$334K	0.0%	$109.20	+30.2%	Common	759351604
VTRS	VIATRIS INC COM	29,526	$295K	0.0%	$13.20	-35.9%	Common	92556V106
CF	CF INDS HLDGS INC COM	4,130	$287K	0.0%	$41.68	+57.3%	Common	125269100
KR	KROGER CO COM	5,517	$259K	0.0%	$21.58	+108.6%	Common	501044101
IFF	INTERNATIONAL FLAVORS&FRAGRA COM	3,010	$240K	0.0%	$106.22	-24.6%	Common	459506101
WDC	WESTERN DIGITAL CORP. COM	6,246	$237K	0.0%	$41.24	-32.8%	Common	958102105
IP	INTERNATIONAL PAPER CO COM	7,008	$223K	0.0%	$28.20	+3.2%	Common	460146103
MET	METLIFE INC COM	3,526	$199K	0.0%	$32.21	+59.0%	Common	59156R108
—	WALGREENS BOOTS ALLIANCE INC COM	6,978	$199K	0.0%	$58.91	—	Common	931427108