Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HD	HOME DEPOT INC	164,466	$52.45M	31.7%	$129.19	+119.7%	COM	437076102
MSFT	MICROSOFT CORP	17,388	$4.71M	2.8%	$72.52	+237.5%	COM	594918104
UPS	UNITED PARCEL SERVICE INC	22,618	$4.704M	2.8%	$71.74	+128.8%	CL B	911312106
JPM	JPMORGAN CHASE & CO	29,688	$4.618M	2.8%	$52.53	+166.0%	COM	46625H100
WFC	WELLS FARGO CO NEW	99,095	$4.488M	2.7%	$35.54	+12.5%	COM	949746101
ABT	ABBOTT LABS	36,971	$4.286M	2.6%	$42.98	+149.6%	COM	002824100
HON	HONEYWELL INTL INC	18,483	$4.054M	2.5%	$125.57	+53.0%	COM	438516106
MCD	MCDONALDS CORP	17,504	$4.043M	2.4%	$95.00	+120.3%	COM	580135101
LHX	L3HARRIS TECHNOLOGIES INC	17,936	$3.877M	2.3%	$175.77	+11.3%	COM	502431109
CMCSA	COMCAST CORP NEW	66,032	$3.765M	2.3%	$36.53	+34.3%	CL A	20030N101
DD	DUPONT DE NEMOURS INC	47,483	$3.676M	2.2%	$22.25	+37.4%	COM	26614N102
NVO	NOVO-NORDISK A S	43,351	$3.631M	2.2%	$47.17	—	ADR	670100205
AJG	GALLAGHER ARTHUR J & CO	25,515	$3.574M	2.2%	$42.22	+219.0%	COM	363576109
MCHP	MICROCHIP TECHNOLOGY INC.	22,720	$3.402M	2.1%	$23.35	+196.1%	COM	595017104
BAC	BK OF AMERICA CORP	81,701	$3.369M	2.0%	$22.32	+63.8%	COM	060505104
ADI	ANALOG DEVICES INC	19,337	$3.329M	2.0%	$56.50	+161.4%	COM	032654105
USB	US BANCORP DEL	51,956	$2.96M	1.8%	$32.14	+48.5%	COM NEW	902973304
PG	PROCTER AND GAMBLE CO	21,923	$2.958M	1.8%	$65.18	+85.2%	COM	742718109
ACN	ACCENTURE PLC IRELAND	9,713	$2.863M	1.7%	$111.37	+140.8%	SHS CLASS A	G1151C101
CVX	CHEVRON CORP NEW	27,087	$2.837M	1.7%	$72.45	+20.2%	COM	166764100
—	VIACOMCBS INC	62,671	$2.833M	1.7%	$42.02	—	CL B	92556H206
PNC	PNC FINL SVCS GROUP INC	14,765	$2.817M	1.7%	$81.70	+94.2%	COM	693475105
CCI	CROWN CASTLE INTL CORP NEW	13,714	$2.676M	1.6%	$127.80	+17.4%	COM	22822V101
PEP	PEPSICO INC	17,410	$2.58M	1.6%	$74.38	+69.6%	COM	713448108
AMGN	AMGEN INC	10,551	$2.572M	1.6%	$130.42	+62.9%	COM	031162100
JNJ	JOHNSON & JOHNSON	15,232	$2.509M	1.5%	$81.60	+77.6%	COM	478160104
DEO	DIAGEO PLC	13,091	$2.509M	1.5%	$135.44	—	SPON ADR NEW	25243Q205
—	ROYAL DUTCH SHELL PLC	62,582	$2.43M	1.5%	$55.21	—	SPON ADR B	780259107
COP	CONOCOPHILLIPS	36,942	$2.25M	1.4%	$47.02	+0.4%	COM	20825C104
GILD	GILEAD SCIENCES INC	26,664	$1.836M	1.1%	$52.57	+6.2%	COM	375558103
RTX	RAYTHEON TECHNOLOGIES CORP	17,032	$1.453M	0.9%	$54.59	+38.7%	COM	75513E101
IVV	ISHARES TR	3,166	$1.361M	0.8%	$226.98	—	CORE S&P500 ETF	464287200
SON	SONOCO PRODS CO	19,544	$1.308M	0.8%	$30.17	+85.6%	COM	835495102
—	UNILEVER PLC	22,057	$1.29M	0.8%	$60.36	—	SPON ADR NEW	904767704
EVRG	EVERGY INC	19,247	$1.163M	0.7%	$45.45	+14.2%	COM	30034W106
IWF	ISHARES TR	3,964	$1.076M	0.7%	$108.63	—	RUS 1000 GRW ETF	464287614
TSN	TYSON FOODS INC	14,582	$1.076M	0.7%	$59.70	+12.6%	CL A	902494103
IJH	ISHARES TR	3,681	$989K	0.6%	$148.39	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	8,567	$968K	0.6%	$82.56	—	CORE S&P SCP ETF	464287804
EFA	ISHARES TR	11,072	$873K	0.5%	$62.17	—	MSCI EAFE ETF	464287465
VIG	VANGUARD SPECIALIZED FUNDS	4,672	$723K	0.4%	$107.42	—	DIV APP ETF	921908844
VTI	VANGUARD INDEX FDS	2,780	$619K	0.4%	$128.78	—	TOTAL STK MKT	922908769
DIS	DISNEY WALT CO	3,285	$577K	0.3%	$100.31	+75.2%	COM	254687106
AGG	ISHARES TR	4,996	$576K	0.3%	$109.96	—	CORE US AGGBD ET	464287226
SYK	STRYKER CORPORATION	1,314	$341K	0.2%	$95.24	+155.7%	COM	863667101
XOM	EXXON MOBIL CORP	4,664	$294K	0.2%	$30.36	+64.8%	COM	30231G102
SBUX	STARBUCKS CORP	2,595	$290K	0.2%	$38.15	+166.5%	COM	855244109
NVDA	NVIDIA CORPORATION	311	$249K	0.2%	$15.99	0.0%	COM	67066G104
SPY	SPDR S&P 500 ETF TR	575	$246K	0.1%	$374.58	—	TR UNIT	78462F103
VWO	VANGUARD INTL EQUITY INDEX F	4,008	$218K	0.1%	$52.04	—	FTSE EMR MKT ETF	922042858
BSV	VANGUARD BD INDEX FDS	2,600	$214K	0.1%	$82.31	—	SHORT TRM BOND	921937827
UNH	UNITEDHEALTH GROUP INC	522	$209K	0.1%	$319.66	+15.4%	COM	91324P102
MDY	SPDR S&P MIDCAP 400 ETF TR	420	$206K	0.1%	$476.19	—	UTSER1 S&PDCRP	78467Y107
BIV	VANGUARD BD INDEX FDS	2,279	$205K	0.1%	$89.95	—	INTERMED TERM	921937819
AAPL	APPLE INC	1,469	$201K	0.1%	$126.45	0.0%	COM	037833100