Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VYM	VANGUARD WHITEHALL FDS HIGH DIV YLD	15,133,322	$1.931B	36.4%	$105.77	—	Common	921946406
SCHD	SCHWAB STRATEGIC TR US DIVIDEND EQ	26,820,000	$733M	13.8%	$43.37	—	Common	808524797
SPYM	SPDR SER TR PORTFOLIO S&P500	9,052,600	$624M	11.8%	$63.87	—	Common	78464A854
IVV	ISHARES TR CORE S&P500 ETF	555,000	$327M	6.2%	$480.41	—	Common	464287200
TIP	ISHARES TR TIPS BD ETF	1,461,746	$156M	2.9%	$109.03	—	Common	464287176
VWO	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF	2,423,347	$107M	2.0%	$44.04	—	Common	922042858
EMB	ISHARES TR JPMORGAN USD EMG	1,120,786	$99.79M	1.9%	$91.95	—	Common	464288281
NVDA	NVIDIA CORPORATION COM	546,348	$73.37M	1.4%	$94.94	+45.1%	Common	67066G104
AAPL	APPLE INC COM	273,640	$68.52M	1.3%	$126.13	+85.9%	Common	037833100
MSFT	MICROSOFT CORP COM	161,701	$68.16M	1.3%	$158.43	+166.6%	Common	594918104
BKLN	INVESCO EXCH TRADED FD TR II SR LN ETF	3,101,835	$65.36M	1.2%	$21.25	—	Common	46138G508
VNQ	VANGUARD INDEX FDS REAL ESTATE ETF	524,956	$46.76M	0.9%	$87.04	—	Common	922908553
AMZN	AMAZON COM INC COM	182,699	$40.08M	0.8%	$138.70	+47.5%	Common	023135106
GSG	ISHARES S&P GSCI COMMODITY- UNIT BEN INT	1,596,278	$34.75M	0.7%	$21.77	—	Common	46428R107
AVGO	BROADCOM INC COM	144,851	$33.58M	0.6%	$157.70	+16.0%	Common	11135F101
GOOGL	ALPHABET INC CAP STK CL A	176,433	$33.4M	0.6%	$123.56	+40.9%	Common	02079K305
META	META PLATFORMS INC CL A	52,731	$30.87M	0.6%	$227.16	+157.4%	Common	30303M102
VOO	VANGUARD INDEX FDS S&P 500 ETF SHS	50,500	$27.21M	0.5%	$411.75	—	Common	922908363
USHY	ISHARES TR BROAD USD HIGH	724,600	$26.66M	0.5%	$36.68	—	Common	46435U853
JPM	JPMORGAN CHASE & CO. COM	104,387	$25.02M	0.5%	$136.77	+66.7%	Common	46625H100
TSLA	TESLA INC COM	50,418	$20.36M	0.4%	$261.84	+22.9%	Common	88160R101
LLY	ELI LILLY & CO COM	25,089	$19.37M	0.4%	$202.15	+306.2%	Common	532457108
FEZ	SPDR INDEX SHS FDS EURO STOXX 50	382,200	$18.4M	0.3%	$46.78	—	Common	78463X202
NOW	SERVICENOW INC COM	17,157	$18.19M	0.3%	$115.89	+74.8%	Common	81762P102
VWOB	VANGUARD WHITEHALL FDS EM MK GOV BD ETF	279,100	$17.63M	0.3%	$62.97	—	Common	921946885
MA	MASTERCARD INCORPORATED CL A	32,304	$17.01M	0.3%	$326.30	+57.7%	Common	57636Q104
IEMG	ISHARES INC CORE MSCI EMKT	283,900	$14.83M	0.3%	$19.42	—	Common	46434G103
SCHP	SCHWAB STRATEGIC TR US TIPS ETF	567,500	$14.66M	0.3%	$29.28	—	Common	808524870
GS	GOLDMAN SACHS GROUP INC COM	25,441	$14.57M	0.3%	$490.99	+11.0%	Common	38141G104
GOOG	ALPHABET INC CAP STK CL C	70,222	$13.37M	0.3%	$108.60	+61.8%	Common	02079K107
SPGI	S&P GLOBAL INC COM	26,838	$13.37M	0.3%	$358.75	+40.2%	Common	78409V104
NFLX	NETFLIX INC COM	13,509	$12.04M	0.2%	$44.39	+85.4%	Common	64110L106
PG	PROCTER AND GAMBLE CO COM	71,205	$11.94M	0.2%	$118.65	+39.7%	Common	742718109
ISRG	INTUITIVE SURGICAL INC COM NEW	20,574	$10.74M	0.2%	$352.48	+47.8%	Common	46120E602
WMT	WALMART INC COM	118,144	$10.67M	0.2%	$64.07	+33.9%	Common	931142103
ADBE	ADOBE INC COM	22,840	$10.16M	0.2%	$346.60	+42.9%	Common	00724F101
TMO	THERMO FISHER SCIENTIFIC INC COM	19,431	$10.11M	0.2%	$348.02	+57.3%	Common	883556102
BX	BLACKSTONE INC COM	57,900	$9.983M	0.2%	$168.78	0.0%	Common	09260D107
WM	WASTE MGMT INC DEL COM	44,348	$8.949M	0.2%	$156.67	+34.7%	Common	94106L109
BSX	BOSTON SCIENTIFIC CORP COM	99,858	$8.919M	0.2%	$55.11	+59.7%	Common	101137107
VRT	VERTIV HOLDINGS CO COM CL A	76,145	$8.651M	0.2%	$92.55	+28.1%	Common	92537N108
V	VISA INC COM CL A	27,003	$8.534M	0.2%	$98.47	+203.0%	Common	92826C839
AMD	ADVANCED MICRO DEVICES INC COM	68,794	$8.31M	0.2%	$147.18	-2.2%	Common	007903107
ABNB	AIRBNB INC COM CL A	61,222	$8.045M	0.2%	$133.19	+1.1%	Common	009066101
BAC	BANK AMERICA CORP COM	179,185	$7.875M	0.1%	$25.72	+66.5%	Common	060505104
PAYX	PAYCHEX INC COM	53,300	$7.474M	0.1%	$122.14	+12.4%	Common	704326107
VMC	VULCAN MATLS CO COM	28,242	$7.265M	0.1%	$247.41	+7.8%	Common	929160109
SYY	SYSCO CORP COM	93,297	$7.133M	0.1%	$69.75	+6.0%	Common	871829107
UBER	UBER TECHNOLOGIES INC COM	118,018	$7.119M	0.1%	$62.55	+14.2%	Common	90353T100
PANW	PALO ALTO NETWORKS INC COM	37,600	$6.842M	0.1%	$188.91	0.0%	Common	697435105
CDNS	CADENCE DESIGN SYSTEM INC COM	22,600	$6.79M	0.1%	$277.84	+4.6%	Common	127387108
ZTS	ZOETIS INC CL A	37,599	$6.126M	0.1%	$159.13	+10.8%	Common	98978V103
USRT	ISHARES TR CRE U S REIT ETF	105,300	$6.035M	0.1%	$55.28	—	Common	464288521
NEE	NEXTERA ENERGY INC COM	83,243	$5.968M	0.1%	$56.87	+31.9%	Common	65339F101
BKNG	BOOKING HOLDINGS INC COM	1,181	$5.868M	0.1%	$1985.36	+140.0%	Common	09857L108
AXP	AMERICAN EXPRESS CO COM	18,921	$5.616M	0.1%	$95.62	+196.6%	Common	025816109
TTEK	TETRA TECH INC NEW COM	138,386	$5.513M	0.1%	$42.74	+5.0%	Common	88162G103
INTU	INTUIT COM	8,719	$5.48M	0.1%	$436.73	+45.3%	Common	461202103
MELI	MERCADOLIBRE INC COM	3,200	$5.441M	0.1%	$1925.00	+1.2%	Common	58733R102
ACN	ACCENTURE PLC IRELAND SHS CLASS A	15,282	$5.376M	0.1%	$102.17	+247.2%	Common	G1151C101
ORCL	ORACLE CORP COM	30,429	$5.071M	0.1%	$94.10	+86.9%	Common	68389X105
HD	HOME DEPOT INC COM	12,924	$5.027M	0.1%	$95.71	+315.1%	Common	437076102
UNH	UNITEDHEALTH GROUP INC COM	9,499	$4.805M	0.1%	$328.87	+68.1%	Common	91324P102
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	10,452	$4.738M	0.1%	$147.83	+212.3%	Common	084670702
COST	COSTCO WHSL CORP NEW COM	4,931	$4.518M	0.1%	$442.19	+108.7%	Common	22160K105
CEG	CONSTELLATION ENERGY CORP COM	20,014	$4.477M	0.1%	$200.23	+23.7%	Common	21037T109
FISV	FISERV INC COM	20,688	$4.25M	0.1%	$156.45	+30.5%	Common	337738108
ETN	EATON CORP PLC SHS	12,785	$4.243M	0.1%	$96.33	+260.3%	Common	G29183103
SNPS	SYNOPSYS INC COM	8,741	$4.243M	0.1%	$97.21	+437.7%	Common	871607107
XOM	EXXON MOBIL CORP COM	39,109	$4.207M	0.1%	$56.38	+99.3%	Common	30231G102
TT	TRANE TECHNOLOGIES PLC SHS	11,216	$4.143M	0.1%	$140.39	+180.3%	Common	G8994E103
SYK	STRYKER CORPORATION COM	11,041	$3.975M	0.1%	$235.39	+55.6%	Common	863667101
FTNT	FORTINET INC COM	41,557	$3.926M	0.1%	$55.47	+60.3%	Common	34959E109
ANET	ARISTA NETWORKS INC COM	35,395	$3.912M	0.1%	$102.84	0.0%	Common	040413205
WMB	WILLIAMS COS INC COM	68,703	$3.718M	0.1%	$30.84	+67.7%	Common	969457100
CRWD	CROWDSTRIKE HLDGS INC CL A	10,764	$3.683M	0.1%	$228.98	+45.2%	Common	22788C105
ARES	ARES MANAGEMENT CORPORATION CL A COM STK	20,375	$3.607M	0.1%	$69.61	+137.5%	Common	03990B101
QCOM	QUALCOMM INC COM	23,464	$3.605M	0.1%	$102.40	+55.8%	Common	747525103
CRM	SALESFORCE INC COM	10,654	$3.562M	0.1%	$80.96	+291.3%	Common	79466L302
PH	PARKER-HANNIFIN CORP COM	5,206	$3.311M	0.1%	$312.94	+109.4%	Common	701094104
TW	TRADEWEB MKTS INC CL A	24,959	$3.268M	0.1%	$86.55	+52.4%	Common	892672106
APH	AMPHENOL CORP NEW CL A	46,847	$3.254M	0.1%	$65.82	+5.4%	Common	032095101
CVX	CHEVRON CORP NEW COM	22,253	$3.223M	0.1%	$87.09	+67.1%	Common	166764100
ECL	ECOLAB INC COM	13,514	$3.167M	0.1%	$191.09	+28.5%	Common	278865100
JNJ	JOHNSON & JOHNSON COM	21,599	$3.124M	0.1%	$80.23	+86.5%	Common	478160104
PEP	PEPSICO INC COM	20,463	$3.112M	0.1%	$75.23	+108.1%	Common	713448108
VRTX	VERTEX PHARMACEUTICALS INC COM	7,613	$3.066M	0.1%	$316.60	+46.4%	Common	92532F100
ABBV	ABBVIE INC COM	17,205	$3.057M	0.1%	$73.90	+140.1%	Common	00287Y109
EOG	EOG RES INC COM	24,348	$2.985M	0.1%	$62.19	+98.3%	Common	26875P101
WFC	WELLS FARGO CO NEW COM	42,419	$2.98M	0.1%	$36.98	+80.3%	Common	949746101
TRMB	TRIMBLE INC COM	42,139	$2.978M	0.1%	$68.73	-1.1%	Common	896239100
CTAS	CINTAS CORP COM	16,228	$2.965M	0.1%	$162.47	+28.2%	Common	172908105
DDOG	DATADOG INC CL A COM	20,598	$2.943M	0.1%	$104.50	+31.4%	Common	23804L103
MRSH	MARSH & MCLENNAN COS INC COM	13,845	$2.941M	0.1%	$88.47	+146.1%	Common	571748102
BAH	BOOZ ALLEN HAMILTON HLDG COR CL A	22,200	$2.857M	0.1%	$116.86	+28.8%	Common	099502106
MCD	MCDONALDS CORP COM	9,766	$2.831M	0.1%	$140.36	+106.8%	Common	580135101
MS	MORGAN STANLEY COM NEW	22,416	$2.818M	0.1%	$52.09	+129.4%	Common	617446448
IBKR	INTERACTIVE BROKERS GROUP IN COM CL A	15,272	$2.698M	0.1%	$37.80	+10.7%	Common	45841N107
MRK	MERCK & CO INC COM	26,138	$2.6M	0.0%	$92.94	+6.2%	Common	58933Y105
MSCI	MSCI INC COM	4,326	$2.596M	0.0%	$418.57	+41.4%	Common	55354G100
CAT	CATERPILLAR INC COM	7,117	$2.582M	0.0%	$94.25	+305.0%	Common	149123101
WDAY	WORKDAY INC CL A	9,723	$2.509M	0.0%	$227.28	+12.4%	Common	98138H101
TDG	TRANSDIGM GROUP INC COM	1,951	$2.472M	0.0%	$398.27	+208.7%	Common	893641100
ADP	AUTOMATIC DATA PROCESSING IN COM	8,291	$2.427M	0.0%	$79.11	+263.9%	Common	053015103
KO	COCA COLA CO COM	38,965	$2.426M	0.0%	$32.53	+93.9%	Common	191216100
DIS	DISNEY WALT CO COM	21,221	$2.363M	0.0%	$80.66	+28.3%	Common	254687106
ROK	ROCKWELL AUTOMATION INC COM	8,135	$2.325M	0.0%	$182.72	+51.1%	Common	773903109
TXN	TEXAS INSTRS INC COM	12,089	$2.267M	0.0%	$84.44	+128.7%	Common	882508104
AVY	AVERY DENNISON CORP COM	12,095	$2.263M	0.0%	$119.80	+66.3%	Common	053611109
PM	PHILIP MORRIS INTL INC COM	18,435	$2.219M	0.0%	$64.44	+87.1%	Common	718172109
REGN	REGENERON PHARMACEUTICALS COM	3,112	$2.217M	0.0%	$771.10	+8.2%	Common	75886F107
ADI	ANALOG DEVICES INC COM	10,300	$2.188M	0.0%	$150.60	+43.9%	Common	032654105
CSCO	CISCO SYS INC COM	35,800	$2.119M	0.0%	$21.64	+155.9%	Common	17275R102
IR	INGERSOLL RAND INC COM	23,400	$2.117M	0.0%	$77.42	+28.5%	Common	45687V106
—	ANSYS INC COM	6,269	$2.115M	0.0%	$178.46	—	Common	03662Q105
PWR	QUANTA SVCS INC COM	6,509	$2.057M	0.0%	$277.42	+15.8%	Common	74762E102
WELL	WELLTOWER INC COM	16,260	$2.049M	0.0%	$62.82	+104.9%	Common	95040Q104
SHW	SHERWIN WILLIAMS CO COM	6,011	$2.043M	0.0%	$232.25	+59.1%	Common	824348106
AME	AMETEK INC COM	11,239	$2.026M	0.0%	$106.25	+70.1%	Common	031100100
C	CITIGROUP INC COM NEW	28,510	$2.007M	0.0%	$41.00	+59.4%	Common	172967424
RY	ROYAL BK CDA COM	16,635	$2.005M	0.0%	$103.11	+19.7%	Common	780087102
TJX	TJX COS INC NEW COM	16,352	$1.975M	0.0%	$39.96	+194.6%	Common	872540109
IQV	IQVIA HLDGS INC COM	9,904	$1.946M	0.0%	$156.42	+34.8%	Common	46266C105
ACGL	ARCH CAP GROUP LTD ORD	21,069	$1.946M	0.0%	$42.82	+129.3%	Common	G0450A105
DE	DEERE & CO COM	4,506	$1.909M	0.0%	$219.18	+88.9%	Common	244199105
BLK	BLACKROCK INC COM	1,835	$1.881M	0.0%	$991.05	0.0%	Common	09290D101
PNC	PNC FINL SVCS GROUP INC COM	9,746	$1.88M	0.0%	$113.70	+66.5%	Common	693475105
CSL	CARLISLE COS INC COM	5,011	$1.848M	0.0%	$429.23	0.0%	Common	142339100
UNP	UNION PAC CORP COM	8,054	$1.837M	0.0%	$129.48	+77.8%	Common	907818108
MAR	MARRIOTT INTL INC NEW CL A	6,501	$1.813M	0.0%	$68.81	+294.6%	Common	571903202
LIN	LINDE PLC SHS	4,231	$1.771M	0.0%	$385.09	+16.5%	Common	G54950103
TMUS	T-MOBILE US INC COM	8,012	$1.768M	0.0%	$51.10	+337.2%	Common	872590104
CSGP	COSTAR GROUP INC COM	24,018	$1.719M	0.0%	$84.50	-10.6%	Common	22160N109
DHR	DANAHER CORPORATION COM	7,470	$1.715M	0.0%	$66.29	+268.0%	Common	235851102
POOL	POOL CORP COM	5,025	$1.713M	0.0%	$349.58	+2.4%	Common	73278L105
HWM	HOWMET AEROSPACE INC COM	15,524	$1.698M	0.0%	$51.01	+114.0%	Common	443201108
KEYS	KEYSIGHT TECHNOLOGIES INC COM	10,424	$1.674M	0.0%	$97.52	+65.3%	Common	49338L103
GE	GE AEROSPACE COM NEW	10,035	$1.674M	0.0%	$65.47	+170.6%	Common	369604301
LOW	LOWES COS INC COM	6,749	$1.666M	0.0%	$57.43	+355.4%	Common	548661107
CB	CHUBB LIMITED COM	6,004	$1.659M	0.0%	$111.82	+151.6%	Common	H1467J104
CMCSA	COMCAST CORP NEW CL A	43,558	$1.635M	0.0%	$27.01	+48.1%	Common	20030N101
TREX	TREX CO INC COM	23,215	$1.603M	0.0%	$79.00	-10.8%	Common	89531P105
GILD	GILEAD SCIENCES INC COM	17,331	$1.601M	0.0%	$51.27	+69.7%	Common	375558103
VZ	VERIZON COMMUNICATIONS INC COM	38,304	$1.532M	0.0%	$29.95	+31.5%	Common	92343V104
PCAR	PACCAR INC COM	14,683	$1.527M	0.0%	$44.48	+133.5%	Common	693718108
EQIX	EQUINIX INC COM	1,599	$1.508M	0.0%	$643.50	+39.5%	Common	29444U700
AMGN	AMGEN INC COM	5,749	$1.498M	0.0%	$101.02	+183.1%	Common	031162100
UPS	UNITED PARCEL SERVICE INC CL B	11,857	$1.495M	0.0%	$75.54	+62.0%	Common	911312106
VLTO	VERALTO CORP COM SHS	14,594	$1.486M	0.0%	$105.32	+0.6%	Common	92338C103
SO	SOUTHERN CO COM	17,975	$1.48M	0.0%	$32.05	+163.7%	Common	842587107
CME	CME GROUP INC COM	6,303	$1.464M	0.0%	$178.15	+23.3%	Common	12572Q105
ABT	ABBOTT LABS COM	12,922	$1.462M	0.0%	$42.30	+167.9%	Common	002824100
LULU	LULULEMON ATHLETICA INC COM	3,822	$1.462M	0.0%	$294.65	+10.8%	Common	550021109
MDT	MEDTRONIC PLC SHS	18,219	$1.455M	0.0%	$63.39	+32.3%	Common	G5960L103
COP	CONOCOPHILLIPS COM	14,586	$1.446M	0.0%	$59.34	+72.4%	Common	20825C104
MDLZ	MONDELEZ INTL INC CL A	24,193	$1.445M	0.0%	$40.58	+56.8%	Common	609207105
—	DISCOVER FINL SVCS COM	8,299	$1.438M	0.0%	$59.55	—	Common	254709108
CSX	CSX CORP COM	43,916	$1.417M	0.0%	$25.85	+30.3%	Common	126408103
IDXX	IDEXX LABS INC COM	3,427	$1.417M	0.0%	$513.61	-14.6%	Common	45168D104
YETI	YETI HLDGS INC COM	36,413	$1.402M	0.0%	$38.13	+4.2%	Common	98585X104
TRV	TRAVELERS COMPANIES INC COM	5,751	$1.385M	0.0%	$93.09	+163.0%	Common	89417E109
PFE	PFIZER INC COM	52,018	$1.38M	0.0%	$19.83	+26.7%	Common	717081103
SHOP	SHOPIFY INC CL A	12,732	$1.354M	0.0%	$66.41	+46.5%	Common	82509L107
GRMN	GARMIN LTD SHS	6,489	$1.338M	0.0%	$130.06	+48.0%	Common	H2906T109
SU	SUNCOR ENERGY INC NEW COM	36,589	$1.305M	0.0%	$36.75	+1.6%	Common	867224107
TKO	TKO GROUP HOLDINGS INC CL A	9,076	$1.29M	0.0%	$100.14	+28.8%	Common	87256C101
LPLA	LPL FINL HLDGS INC COM	3,882	$1.268M	0.0%	$169.95	+74.0%	Common	50212V100
CL	COLGATE PALMOLIVE CO COM	13,800	$1.255M	0.0%	$60.83	+53.0%	Common	194162103
ALL	ALLSTATE CORP COM	6,373	$1.229M	0.0%	$45.80	+314.5%	Common	020002101
IBM	INTERNATIONAL BUSINESS MACHS COM	5,487	$1.206M	0.0%	$103.20	+109.6%	Common	459200101
T	AT&T INC COM	52,810	$1.202M	0.0%	$12.75	+68.8%	Common	00206R102
PLTR	PALANTIR TECHNOLOGIES INC CL A	15,699	$1.187M	0.0%	$58.25	0.0%	Common	69608A108
TD	TORONTO DOMINION BK ONT COM NEW	22,012	$1.172M	0.0%	$56.68	-1.0%	Common	891160509
DLR	DIGITAL RLTY TR INC COM	6,599	$1.17M	0.0%	$89.07	+92.2%	Common	253868103
GM	GENERAL MTRS CO COM	21,392	$1.14M	0.0%	$29.12	+77.7%	Common	37045V100
DOV	DOVER CORP COM	6,041	$1.133M	0.0%	$65.15	+196.4%	Common	260003108
CNI	CANADIAN NATL RY CO COM	11,154	$1.132M	0.0%	$120.86	-11.6%	Common	136375102
PGR	PROGRESSIVE CORP COM	4,713	$1.129M	0.0%	$193.28	+20.0%	Common	743315103
TGT	TARGET CORP COM	8,162	$1.103M	0.0%	$61.18	+123.4%	Common	87612E106
COR	CENCORA INC COM	4,901	$1.101M	0.0%	$73.70	+216.3%	Common	03073E105
AON	AON PLC SHS CL A	3,060	$1.099M	0.0%	$184.61	+97.9%	Common	G0403H108
KLAC	KLA CORP COM NEW	1,741	$1.097M	0.0%	$653.02	+2.5%	Common	482480100
PSA	PUBLIC STORAGE OPER CO COM	3,600	$1.078M	0.0%	$149.04	+112.0%	Common	74460D109
MO	ALTRIA GROUP INC COM	20,439	$1.069M	0.0%	$22.41	+117.8%	Common	02209S103
SCHW	SCHWAB CHARLES CORP COM	14,233	$1.053M	0.0%	$33.05	+123.3%	Common	808513105
AMAT	APPLIED MATLS INC COM	6,330	$1.029M	0.0%	$211.16	-15.1%	Common	038222105
CI	THE CIGNA GROUP COM	3,672	$1.014M	0.0%	$178.41	+74.5%	Common	125523100
WSC	WILLSCOT HLDGS CORP COM CL A	29,720	$994K	0.0%	$42.03	-12.6%	Common	971378104
DUK	DUKE ENERGY CORP NEW COM NEW	9,220	$993K	0.0%	$48.29	+125.3%	Common	26441C204
NKE	NIKE INC CL B	13,082	$990K	0.0%	$86.97	-12.1%	Common	654106103
COO	COOPER COS INC COM	10,758	$989K	0.0%	$96.77	+5.3%	Common	216648501
SRE	SEMPRA COM	11,023	$967K	0.0%	$55.45	+52.1%	Common	816851109
CCK	CROWN HLDGS INC COM	11,353	$939K	0.0%	$92.23	-2.5%	Common	228368106
ORLY	OREILLY AUTOMOTIVE INC COM	769	$912K	0.0%	$32.00	+152.0%	Common	67103H107
MFC	MANULIFE FINL CORP COM	29,396	$903K	0.0%	$25.06	+23.6%	Common	56501R106
EA	ELECTRONIC ARTS INC COM	6,163	$902K	0.0%	$81.11	+88.7%	Common	285512109
LECO	LINCOLN ELEC HLDGS INC COM	4,706	$882K	0.0%	$191.07	+5.4%	Common	533900106
USB	US BANCORP DEL COM NEW	18,270	$874K	0.0%	$29.47	+58.2%	Common	902973304
MU	MICRON TECHNOLOGY INC COM	10,358	$872K	0.0%	$36.73	+175.7%	Common	595112103
ENB	ENBRIDGE INC COM	20,160	$855K	0.0%	$32.40	+21.0%	Common	29250N105
DUOL	DUOLINGO INC CL A COM	2,598	$842K	0.0%	$203.74	+56.2%	Common	26603R106
ITW	ILLINOIS TOOL WKS INC COM	3,321	$842K	0.0%	$76.98	+234.3%	Common	452308109
PRU	PRUDENTIAL FINL INC COM	7,059	$837K	0.0%	$58.70	+98.8%	Common	744320102
CHTR	CHARTER COMMUNICATIONS INC N CL A	2,365	$811K	0.0%	$251.20	+43.9%	Common	16119P108
A	AGILENT TECHNOLOGIES INC COM	6,003	$806K	0.0%	$70.80	+91.9%	Common	00846U101
SBUX	STARBUCKS CORP COM	8,835	$806K	0.0%	$56.62	+65.9%	Common	855244109
ELV	ELEVANCE HEALTH INC COM	2,173	$802K	0.0%	$146.61	+179.2%	Common	036752103
GXO	GXO LOGISTICS INCORPORATED COMMON STOCK	17,981	$782K	0.0%	$55.59	-1.0%	Common	36262G101
DHI	D R HORTON INC COM	5,561	$778K	0.0%	$30.19	+446.3%	Common	23331A109
FDX	FEDEX CORP COM	2,754	$775K	0.0%	$124.86	+117.6%	Common	31428X106
NSC	NORFOLK SOUTHN CORP COM	3,255	$764K	0.0%	$92.31	+169.2%	Common	655844108
AEP	AMERICAN ELEC PWR CO INC COM	8,275	$763K	0.0%	$46.76	+99.1%	Common	025537101
CVS	CVS HEALTH CORP COM	16,940	$760K	0.0%	$52.72	+1.8%	Common	126650100
SPG	SIMON PPTY GROUP INC NEW COM	4,401	$758K	0.0%	$90.31	+83.4%	Common	828806109
GIS	GENERAL MLS INC COM	11,708	$747K	0.0%	$40.96	+56.4%	Common	370334104
ENTG	ENTEGRIS INC COM	7,511	$744K	0.0%	$46.33	+126.3%	Common	29362U104
CMS	CMS ENERGY CORP COM	11,087	$739K	0.0%	$39.23	+69.5%	Common	125896100
COF	CAPITAL ONE FINL CORP COM	4,123	$735K	0.0%	$80.39	+112.3%	Common	14040H105
AIG	AMERICAN INTL GROUP INC COM NEW	10,040	$731K	0.0%	$39.78	+84.2%	Common	026874784
CRH	CRH PLC ORD	7,757	$718K	0.0%	$95.29	0.0%	Common	G25508105
NUE	NUCOR CORP COM	6,141	$717K	0.0%	$46.97	+199.9%	Common	670346105
IT	GARTNER INC COM	1,452	$703K	0.0%	$515.55	0.0%	Common	366651107
APD	AIR PRODS & CHEMS INC COM	2,367	$687K	0.0%	$85.94	+253.8%	Common	009158106
MKC	MCCORMICK & CO INC COM NON VTG	8,957	$683K	0.0%	$61.15	+24.4%	Common	579780206
PYPL	PAYPAL HLDGS INC COM	7,992	$682K	0.0%	$83.40	+0.6%	Common	70450Y103
SLB	SCHLUMBERGER LTD COM STK	17,248	$661K	0.0%	$52.08	-22.2%	Common	806857108
TFC	TRUIST FINL CORP COM	15,240	$661K	0.0%	$40.68	+4.0%	Common	89832Q109
HCA	HCA HEALTHCARE INC COM	2,166	$650K	0.0%	$88.53	+291.1%	Common	40412C101
OMC	OMNICOM GROUP INC COM	7,516	$647K	0.0%	$59.11	+60.5%	Common	681919106
D	DOMINION ENERGY INC COM	11,617	$626K	0.0%	$45.48	+18.8%	Common	25746U109
FTV	FORTIVE CORP COM	8,274	$621K	0.0%	$33.61	+69.9%	Common	34959J108
KMI	KINDER MORGAN INC DEL COM	21,917	$601K	0.0%	$15.20	+63.7%	Common	49456B101
QSR	RESTAURANT BRANDS INTL INC COM	9,043	$589K	0.0%	$71.43	-2.9%	Common	76131D103
VLO	VALERO ENERGY CORP COM	4,729	$580K	0.0%	$34.23	+277.2%	Common	91913Y100
WY	WEYERHAEUSER CO MTN BE COM NEW	20,539	$578K	0.0%	$21.82	+37.8%	Common	962166104
AMT	AMERICAN TOWER CORP NEW COM	3,145	$577K	0.0%	$92.99	+113.3%	Common	03027X100
AWK	AMERICAN WTR WKS CO INC NEW COM	4,609	$574K	0.0%	$61.41	+113.9%	Common	030420103
OXY	OCCIDENTAL PETE CORP COM	11,286	$558K	0.0%	$55.46	-11.2%	Common	674599105
PEG	PUBLIC SVC ENTERPRISE GRP IN COM	6,590	$557K	0.0%	$32.17	+165.1%	Common	744573106
BDX	BECTON DICKINSON & CO COM	2,419	$549K	0.0%	$134.99	+66.8%	Common	075887109
DVN	DEVON ENERGY CORP NEW COM	16,551	$542K	0.0%	$27.14	+34.3%	Common	25179M103
LYB	LYONDELLBASELL INDUSTRIES N SHS - A -	6,999	$520K	0.0%	$51.97	+45.6%	Common	N53745100
HSY	HERSHEY CO COM	3,067	$519K	0.0%	$92.20	+87.5%	Common	427866108
EXC	EXELON CORP COM	13,687	$515K	0.0%	$19.61	+90.0%	Common	30161N101
CHD	CHURCH & DWIGHT CO INC COM	4,848	$508K	0.0%	$42.30	+145.9%	Common	171340102
BMY	BRISTOL-MYERS SQUIBB CO COM	8,476	$479K	0.0%	$38.43	+36.8%	Common	110122108
BNS	BANK NOVA SCOTIA HALIFAX COM	8,898	$478K	0.0%	$43.93	+17.6%	Common	064149107
EQR	EQUITY RESIDENTIAL SH BEN INT	6,624	$475K	0.0%	$38.03	+83.5%	Common	29476L107
TSN	TYSON FOODS INC CL A	8,028	$461K	0.0%	$43.20	+34.3%	Common	902494103
NEM	NEWMONT CORP COM	12,117	$451K	0.0%	$27.20	+64.1%	Common	651639106
SWK	STANLEY BLACK & DECKER INC COM	5,519	$443K	0.0%	$105.05	-16.2%	Common	854502101
AEM	AGNICO EAGLE MINES LTD COM	5,617	$439K	0.0%	$63.55	+27.7%	Common	008474108
XEL	XCEL ENERGY INC COM	6,338	$428K	0.0%	$59.18	+8.9%	Common	98389B100
TER	TERADYNE INC COM	3,366	$424K	0.0%	$26.43	+345.4%	Common	880770102
DAR	DARLING INGREDIENTS INC COM	11,874	$400K	0.0%	$62.86	-39.9%	Common	237266101
INTC	INTEL CORP COM	19,416	$389K	0.0%	$27.19	-17.1%	Common	458140100
ARE	ALEXANDRIA REAL ESTATE EQ IN COM	3,982	$388K	0.0%	$97.02	+4.7%	Common	015271109
DD	DUPONT DE NEMOURS INC COM	5,088	$388K	0.0%	$22.95	+47.4%	Common	26614N102
IFRA	ISHARES TR US INFRASTRUC	7,600	$352K	0.0%	$37.62	—	Common	46435U713
APTV	APTIV PLC COM	5,320	$322K	0.0%	$61.22	0.0%	Common	G3265R107
DOW	DOW INC COM	7,879	$316K	0.0%	$36.76	+16.8%	Common	260557103
IP	INTERNATIONAL PAPER CO COM	5,482	$295K	0.0%	$28.64	+79.2%	Common	460146103
WDC	WESTERN DIGITAL CORP COM	4,909	$293K	0.0%	$41.50	+20.7%	Common	958102105
CF	CF INDS HLDGS INC COM	3,155	$269K	0.0%	$41.68	+102.1%	Common	125269100
BIIB	BIOGEN INC COM	1,730	$265K	0.0%	$256.17	-34.2%	Common	09062X103
DOC	HEALTHPEAK PROPERTIES INC COM	12,895	$261K	0.0%	$25.38	-20.6%	Common	42250P103
DG	DOLLAR GEN CORP NEW COM	3,321	$252K	0.0%	$181.68	-57.7%	Common	256677105
LUV	SOUTHWEST AIRLS CO COM	7,385	$248K	0.0%	$46.87	-33.7%	Common	844741108
HAL	HALLIBURTON CO COM	9,118	$248K	0.0%	$36.32	-22.1%	Common	406216101
MET	METLIFE INC COM	2,760	$226K	0.0%	$33.30	+142.2%	Common	59156R108