Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	4,834	$16.63M	5.5%	$66.43	+150.2%	COM	023135106
MSFT	MICROSOFT CORP	58,433	$15.83M	5.2%	$50.52	+384.5%	COM	594918104
AAPL	APPLE INC	100,811	$13.81M	4.6%	$85.86	+47.3%	COM	037833100
AMAT	APPLIED MATLS INC	78,161	$11.13M	3.7%	$21.45	+500.5%	COM	038222105
HD	HOME DEPOT INC	18,939	$6.039M	2.0%	$90.09	+215.1%	COM	437076102
QQQ	INVESCO QQQ TR	16,819	$5.961M	2.0%	$186.37	—	UNIT SER 1	46090E103
JPST	J P MORGAN EXCHANGE-TRADED F	112,090	$5.687M	1.9%	$50.39	—	ULTRA SHRT INC	46641Q837
VZ	VERIZON COMMUNICATIONS INC	99,665	$5.584M	1.8%	$31.13	+39.5%	COM	92343V104
GOOGL	ALPHABET INC	2,022	$4.937M	1.6%	$44.31	+161.6%	CAP STK CL A	02079K305
INTC	INTEL CORP	80,846	$4.539M	1.5%	$28.03	+91.2%	COM	458140100
PFE	PFIZER INC	115,903	$4.539M	1.5%	$23.49	+31.9%	COM	717081103
DUK	DUKE ENERGY CORP NEW	43,594	$4.304M	1.4%	$55.86	+50.1%	COM NEW	26441C204
CRUS	CIRRUS LOGIC INC	49,863	$4.244M	1.4%	$21.24	+277.5%	COM	172755100
UNH	UNITEDHEALTH GROUP INC	10,512	$4.209M	1.4%	$126.69	+191.3%	COM	91324P102
JNJ	JOHNSON & JOHNSON	25,318	$4.171M	1.4%	$97.36	+48.8%	COM	478160104
NVDA	NVIDIA CORPORATION	5,152	$4.122M	1.4%	$3.39	+371.8%	COM	67066G104
CSCO	CISCO SYS INC	70,878	$3.757M	1.2%	$21.46	+113.5%	COM	17275R102
QRVO	QORVO INC	19,187	$3.754M	1.2%	$83.27	+121.5%	COM	74736K101
HON	HONEYWELL INTL INC	15,831	$3.473M	1.1%	$69.24	+177.5%	COM	438516106
ABBV	ABBVIE INC	29,292	$3.299M	1.1%	$54.43	+74.1%	COM	00287Y109
PG	PROCTER AND GAMBLE CO	23,215	$3.132M	1.0%	$73.78	+63.6%	COM	742718109
VRIG	INVESCO ACTIVELY MANAGED ETF	123,373	$3.096M	1.0%	$25.05	—	VAR RATE INVT	46090A879
BX	BLACKSTONE GROUP INC	30,902	$3.002M	1.0%	$39.30	+94.0%	COM	09260D107
META	FACEBOOK INC	8,561	$2.977M	1.0%	$142.33	+123.8%	CL A	30303M102
BAC	BK OF AMERICA CORP	69,293	$2.857M	0.9%	$16.43	+122.6%	COM	060505104
JPM	JPMORGAN CHASE & CO	18,224	$2.835M	0.9%	$72.91	+91.6%	COM	46625H100
VCSH	VANGUARD SCOTTSDALE FDS	33,688	$2.786M	0.9%	$82.60	—	SHRT TRM CORP BD	92206C409
MRK	MERCK & CO INC	34,778	$2.705M	0.9%	$46.82	+37.0%	COM	58933Y105
T	AT&T INC	91,872	$2.644M	0.9%	$14.03	+21.1%	COM	00206R102
BA	BOEING CO	10,686	$2.56M	0.8%	$131.85	+83.4%	COM	097023105
GOOG	ALPHABET INC	1,009	$2.529M	0.8%	$41.44	+185.5%	CAP STK CL C	02079K107
MCD	MCDONALDS CORP	10,778	$2.49M	0.8%	$103.68	+101.9%	COM	580135101
XOM	EXXON MOBIL CORP	39,035	$2.462M	0.8%	$56.57	-11.5%	COM	30231G102
ORCL	ORACLE CORP	30,932	$2.408M	0.8%	$35.67	+106.3%	COM	68389X105
TFC	TRUIST FINL CORP	43,051	$2.389M	0.8%	$38.84	+21.1%	COM	89832Q109
MA	MASTERCARD INCORPORATED	6,527	$2.383M	0.8%	$123.38	+193.6%	CL A	57636Q104
ETN	EATON CORP PLC	14,561	$2.158M	0.7%	$60.91	+119.9%	SHS	G29183103
CAT	CATERPILLAR INC	9,823	$2.138M	0.7%	$77.01	+175.1%	COM	149123101
IBM	INTERNATIONAL BUSINESS MACHS	14,543	$2.132M	0.7%	$101.89	+11.3%	COM	459200101
LOW	LOWES COS INC	10,503	$2.037M	0.7%	$65.19	+175.4%	COM	548661107
BRK/B	BERKSHIRE HATHAWAY INC DEL	7,103	$1.974M	0.7%	$176.86	+58.0%	CL B NEW	084670702
BMY	BRISTOL-MYERS SQUIBB CO	29,475	$1.97M	0.7%	$39.52	+36.4%	COM	110122108
NFLX	NETFLIX INC	3,416	$1.804M	0.6%	$20.06	+154.8%	COM	64110L106
DOW	DOW INC	28,009	$1.772M	0.6%	$34.56	+47.7%	COM	260557103
CMCSA	COMCAST CORP NEW	30,444	$1.736M	0.6%	$27.55	+78.1%	CL A	20030N101
KO	COCA COLA CO	31,836	$1.723M	0.6%	$34.19	+38.3%	COM	191216100
DIS	DISNEY WALT CO	9,670	$1.7M	0.6%	$105.93	+65.9%	COM	254687106
LQD	ISHARES TR	12,574	$1.689M	0.6%	$131.60	—	IBOXX INV CP ETF	464287242
GLW	CORNING INC	40,763	$1.667M	0.6%	$15.85	+141.6%	COM	219350105
TXN	TEXAS INSTRS INC	8,438	$1.623M	0.5%	$37.35	+339.7%	COM	882508104
PEP	PEPSICO INC	10,826	$1.604M	0.5%	$82.85	+52.3%	COM	713448108
RTX	RAYTHEON TECHNOLOGIES CORP	18,793	$1.603M	0.5%	$54.31	+39.4%	COM	75513E101
V	VISA INC	6,779	$1.585M	0.5%	$104.77	+110.9%	COM CL A	92826C839
IDU	ISHARES TR	20,061	$1.575M	0.5%	$103.97	—	U.S. UTILITS ETF	464287697
MMM	3M CO	7,796	$1.549M	0.5%	$111.54	+25.9%	COM	88579Y101
SO	SOUTHERN CO	25,203	$1.525M	0.5%	$37.76	+42.4%	COM	842587107
FDX	FEDEX CORP	4,908	$1.464M	0.5%	$156.49	+72.7%	COM	31428X106
AVY	AVERY DENNISON CORP	6,882	$1.447M	0.5%	$41.23	+370.9%	COM	053611109
IRM	IRON MTN INC NEW	33,576	$1.421M	0.5%	$21.11	+64.2%	COM	46284V101
—	LABORATORY CORP AMER HLDGS	4,664	$1.287M	0.4%	$133.20	—	COM NEW	50540R409
EMN	EASTMAN CHEM CO	10,910	$1.274M	0.4%	$55.96	+81.4%	COM	277432100
SCHX	SCHWAB STRATEGIC TR	11,864	$1.234M	0.4%	$65.94	—	US LRG CAP ETF	808524201
SCHA	SCHWAB STRATEGIC TR	11,801	$1.229M	0.4%	$75.36	—	US SML CAP ETF	808524607
DE	DEERE & CO	3,397	$1.198M	0.4%	$77.61	+341.8%	COM	244199105
AVGO	BROADCOM INC	2,510	$1.197M	0.4%	$23.56	+78.5%	COM	11135F101
MUB	ISHARES TR	10,111	$1.185M	0.4%	$115.17	—	NATIONAL MUN ETF	464288414
WFC	WELLS FARGO CO NEW	26,077	$1.181M	0.4%	$38.65	+3.4%	COM	949746101
CVX	CHEVRON CORP NEW	11,162	$1.169M	0.4%	$76.09	+14.5%	COM	166764100
KLAC	KLA CORP	3,588	$1.163M	0.4%	$71.01	+329.4%	COM NEW	482480100
IP	INTERNATIONAL PAPER CO	18,666	$1.144M	0.4%	$30.85	+51.1%	COM	460146103
SBUX	STARBUCKS CORP	10,221	$1.143M	0.4%	$57.51	+76.8%	COM	855244109
VTEB	VANGUARD MUN BD FDS	20,651	$1.142M	0.4%	$54.71	—	TAX EXEMPT BD	922907746
D	DOMINION ENERGY INC	15,308	$1.126M	0.4%	$55.97	+12.0%	COM	25746U109
QCOM	QUALCOMM INC	7,692	$1.099M	0.4%	$56.91	+114.6%	COM	747525103
TT	TRANE TECHNOLOGIES PLC	5,969	$1.099M	0.4%	$93.73	+79.2%	SHS	G8994E103
AMGN	AMGEN INC	4,509	$1.099M	0.4%	$126.22	+68.4%	COM	031162100
GSY	INVESCO ACTIVELY MANAGED ETF	21,702	$1.096M	0.4%	$50.47	—	ULTRA SHRT DUR	46090A887
KMB	KIMBERLY-CLARK CORP	8,124	$1.087M	0.4%	$95.46	+17.7%	COM	494368103
ABT	ABBOTT LABS	9,245	$1.072M	0.4%	$36.48	+194.1%	COM	002824100
ENB	ENBRIDGE INC	26,527	$1.062M	0.4%	$24.46	+17.1%	COM	29250N105
DELL	DELL TECHNOLOGIES INC	10,567	$1.053M	0.3%	$23.30	+97.3%	CL C	24703L202
PHG	KONINKLIJKE PHILIPS N V	20,281	$1.008M	0.3%	$28.86	—	NY REGIS SHS NEW	500472303
DHR	DANAHER CORPORATION	3,752	$1.007M	0.3%	$32.92	+559.6%	COM	235851102
SYK	STRYKER CORPORATION	3,879	$1.007M	0.3%	$104.97	+132.0%	COM	863667101
LMT	LOCKHEED MARTIN CORP	2,643	$1M	0.3%	$208.04	+62.7%	COM	539830109
—	LAM RESEARCH CORP	1,499	$975K	0.3%	$190.71	—	COM	512807108
ITW	ILLINOIS TOOL WKS INC	4,335	$969K	0.3%	$76.11	+169.4%	COM	452308109
CVS	CVS HEALTH CORP	11,214	$936K	0.3%	$57.56	+22.4%	COM	126650100
SWKS	SKYWORKS SOLUTIONS INC	4,858	$932K	0.3%	$79.26	+97.5%	COM	83088M102
PYPL	PAYPAL HLDGS INC	3,148	$918K	0.3%	$77.38	+240.5%	COM	70450Y103
VFC	V F CORP	11,034	$905K	0.3%	$49.68	+67.8%	COM	918204108
JMST	J P MORGAN EXCHANGE-TRADED F	17,650	$901K	0.3%	$51.07	—	ULTRA SHT MUNCPL	46641Q654
NVS	NOVARTIS AG	9,656	$881K	0.3%	$87.68	—	SPONSORED ADR	66987V109
LNC	LINCOLN NATL CORP IND	13,978	$878K	0.3%	$41.53	+24.9%	COM	534187109
DD	DUPONT DE NEMOURS INC	11,332	$877K	0.3%	$27.24	+12.3%	COM	26614N102
NOC	NORTHROP GRUMMAN CORP	2,374	$863K	0.3%	$164.92	+102.4%	COM	666807102
EMR	EMERSON ELEC CO	8,725	$840K	0.3%	$47.24	+81.0%	COM	291011104
MCK	MCKESSON CORP	4,276	$818K	0.3%	$148.61	+26.6%	COM	58155Q103
SPY	SPDR S&P 500 ETF TR	1,895	$811K	0.3%	$365.94	—	TR UNIT	78462F103
DLR	DIGITAL RLTY TR INC	5,315	$800K	0.3%	$99.53	+29.0%	COM	253868103
MDLZ	MONDELEZ INTL INC	12,769	$797K	0.3%	$32.43	+68.4%	CL A	609207105
GPC	GENUINE PARTS CO	6,244	$790K	0.3%	$68.88	+60.8%	COM	372460105
SCHB	SCHWAB STRATEGIC TR	7,345	$766K	0.3%	$63.12	—	US BRD MKT ETF	808524102
TMO	THERMO FISHER SCIENTIFIC INC	1,513	$763K	0.3%	$313.45	+48.7%	COM	883556102
VUSB	VANGUARD BD INDEX FDS	15,193	$761K	0.3%	$50.09	—	VANGUARD ULTRA	92203C303
BKNG	BOOKING HOLDINGS INC	345	$755K	0.2%	$1841.61	+24.7%	COM	09857L108
WMT	WALMART INC	5,263	$742K	0.2%	$37.01	+18.3%	COM	931142103
SCHM	SCHWAB STRATEGIC TR	9,404	$736K	0.2%	$56.21	—	US MID-CAP ETF	808524508
GILD	GILEAD SCIENCES INC	9,764	$672K	0.2%	$55.18	+1.2%	COM	375558103
CARR	CARRIER GLOBAL CORPORATION	13,675	$665K	0.2%	$18.72	+124.2%	COM	14448C104
PFG	PRINCIPAL FINANCIAL GROUP IN	10,361	$655K	0.2%	$36.13	+49.6%	COM	74251V102
MGA	MAGNA INTL INC	6,975	$646K	0.2%	$38.98	+109.8%	COM	559222401
GIS	GENERAL MLS INC	10,222	$623K	0.2%	$41.07	+28.8%	COM	370334104
HEDJ	WISDOMTREE TR	7,744	$590K	0.2%	$56.56	—	EUROPE HEDGED EQ	97717X701
CHRW	C H ROBINSON WORLDWIDE INC	6,275	$588K	0.2%	$62.42	+39.7%	COM NEW	12541W209
—	BLACKROCK INC	670	$586K	0.2%	$412.70	—	COM	09247X101
VYM	VANGUARD WHITEHALL FDS	5,583	$585K	0.2%	$77.66	—	HIGH DIV YLD	921946406
GD	GENERAL DYNAMICS CORP	3,027	$570K	0.2%	$121.91	+40.2%	COM	369550108
O	REALTY INCOME CORP	8,417	$562K	0.2%	$43.04	+20.4%	COM	756109104
CLX	CLOROX CO DEL	3,119	$561K	0.2%	$106.27	+48.1%	COM	189054109
EA	ELECTRONIC ARTS INC	3,875	$557K	0.2%	$120.33	+15.0%	COM	285512109
RY	ROYAL BK CDA	5,499	$557K	0.2%	$76.69	+29.2%	COM	780087102
SON	SONOCO PRODS CO	8,182	$547K	0.2%	$38.50	+45.4%	COM	835495102
—	LINDE PLC	1,879	$543K	0.2%	$155.96	—	SHS	G5494J103
JMUB	J P MORGAN EXCHANGE-TRADED F	9,632	$532K	0.2%	$54.52	—	MUNICIPAL ETF	46641Q647
OTIS	OTIS WORLDWIDE CORP	6,489	$531K	0.2%	$48.23	+48.7%	COM	68902V107
CTVA	CORTEVA INC	11,921	$529K	0.2%	$25.02	+75.5%	COM	22052L104
CDNS	CADENCE DESIGN SYSTEM INC	3,804	$520K	0.2%	$55.10	+140.5%	COM	127387108
FCNCA	FIRST CTZNS BANCSHARES INC N	606	$505K	0.2%	$495.92	+69.3%	CL A	31946M103
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	950	$503K	0.2%	$234.34	+112.7%	CL A	989207105
CSX	CSX CORP	15,687	$503K	0.2%	$24.81	+24.8%	COM	126408103
COST	COSTCO WHSL CORP NEW	1,261	$499K	0.2%	$307.82	+16.6%	COM	22160K105
PNC	PNC FINL SVCS GROUP INC	2,599	$496K	0.2%	$93.98	+68.9%	COM	693475105
TGT	TARGET CORP	2,018	$488K	0.2%	$154.63	+23.9%	COM	87612E106
ET	ENERGY TRANSFER L P	45,590	$485K	0.2%	$11.72	—	COM UT LTD PTN	29273V100
COP	CONOCOPHILLIPS	7,810	$476K	0.2%	$47.15	+0.1%	COM	20825C104
HAL	HALLIBURTON CO	20,502	$474K	0.2%	$37.45	-45.6%	COM	406216101
VOD	VODAFONE GROUP PLC NEW	27,008	$463K	0.2%	$32.07	—	SPONSORED ADR	92857W308
GS	GOLDMAN SACHS GROUP INC	1,214	$461K	0.2%	$222.03	+43.9%	COM	38141G104
VOE	VANGUARD INDEX FDS	3,280	$461K	0.2%	$109.93	—	MCAP VL IDXVIP	922908512
SYNA	SYNAPTICS INC	2,948	$459K	0.2%	$79.02	+71.1%	COM	87157D109
—	ACTIVISION BLIZZARD INC	4,808	$459K	0.2%	$51.62	—	COM	00507V109
SLB	SCHLUMBERGER LTD	13,992	$448K	0.1%	$59.12	-53.0%	COM STK	806857108
MO	ALTRIA GROUP INC	9,382	$447K	0.1%	$34.54	-1.7%	COM	02209S103
CRWD	CROWDSTRIKE HLDGS INC	1,745	$439K	0.1%	$171.37	+25.6%	CL A	22788C105
VIG	VANGUARD SPECIALIZED FUNDS	2,839	$439K	0.1%	$102.39	—	DIV APP ETF	921908844
FCX	FREEPORT-MCMORAN INC	11,667	$433K	0.1%	$11.97	+205.3%	CL B	35671D857
VGT	VANGUARD WORLD FDS	1,085	$433K	0.1%	$288.81	—	INF TECH ETF	92204A702
—	VMWARE INC	2,475	$396K	0.1%	$98.87	—	CL A COM	928563402
PM	PHILIP MORRIS INTL INC	3,955	$392K	0.1%	$64.24	+19.0%	COM	718172109
MU	MICRON TECHNOLOGY INC	4,600	$391K	0.1%	$46.01	+79.0%	COM	595112103
ICF	ISHARES TR	5,984	$391K	0.1%	$77.09	—	COHEN STEER REIT	464287564
NVO	NOVO-NORDISK A S	4,650	$390K	0.1%	$45.40	—	ADR	670100205
SCHD	SCHWAB STRATEGIC TR	5,134	$388K	0.1%	$53.88	—	US DIVIDEND EQ	808524797
IXG	ISHARES TR	4,947	$384K	0.1%	$56.91	—	GLOBAL FINLS ETF	464287333
LHX	L3HARRIS TECHNOLOGIES INC	1,748	$378K	0.1%	$180.55	+8.3%	COM	502431109
TSCO	TRACTOR SUPPLY CO	1,955	$364K	0.1%	$20.01	+69.5%	COM	892356106
PAYX	PAYCHEX INC	3,356	$360K	0.1%	$47.37	+86.3%	COM	704326107
PPG	PPG INDS INC	2,107	$358K	0.1%	$109.89	+42.3%	COM	693506107
ELV	ANTHEM INC	930	$355K	0.1%	$247.08	+45.1%	COM	036752103
DOCU	DOCUSIGN INC	1,254	$351K	0.1%	$225.17	-0.7%	COM	256163106
DRIV	GLOBAL X FDS	12,356	$350K	0.1%	$26.54	—	AUTONMOUS EV ETF	37954Y624
CLNE	CLEAN ENERGY FUELS CORP	34,175	$347K	0.1%	$2.83	+265.0%	COM	184499101
ODFL	OLD DOMINION FREIGHT LINE IN	1,362	$346K	0.1%	$92.00	+36.1%	COM	679580100
—	XILINX INC	2,330	$337K	0.1%	$98.28	—	COM	983919101
SYY	SYSCO CORP	4,300	$334K	0.1%	$32.84	+117.1%	COM	871829107
NEE	NEXTERA ENERGY INC	4,500	$330K	0.1%	$62.44	+6.5%	COM	65339F101
VDE	VANGUARD WORLD FDS	4,324	$328K	0.1%	$68.49	—	ENERGY ETF	92204A306
DOV	DOVER CORP	2,133	$321K	0.1%	$78.16	+77.9%	COM	260003108
VB	VANGUARD INDEX FDS	1,413	$318K	0.1%	$199.88	—	SMALL CP ETF	922908751
CRM	SALESFORCE COM INC	1,284	$314K	0.1%	$172.03	+32.4%	COM	79466L302
MAR	MARRIOTT INTL INC NEW	2,276	$311K	0.1%	$134.17	+3.6%	CL A	571903202
NSC	NORFOLK SOUTHN CORP	1,159	$308K	0.1%	$150.98	+65.8%	COM	655844108
ASML	ASML HOLDING N V	445	$307K	0.1%	$495.16	—	N Y REGISTRY SHS	N07059210
TSLA	TESLA INC	451	$307K	0.1%	$243.23	-10.7%	COM	88160R101
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	4,406	$305K	0.1%	$52.42	+32.1%	CL A	192446102
ARKK	ARK ETF TR	2,334	$305K	0.1%	$120.06	—	INNOVATION ETF	00214Q104
GNRC	GENERAC HLDGS INC	728	$302K	0.1%	$301.03	+11.4%	COM	368736104
—	CITRIX SYS INC	2,578	$302K	0.1%	$87.33	—	COM	177376100
DEM	WISDOMTREE TR	6,608	$302K	0.1%	$41.10	—	EMER MKT HIGH FD	97717W315
—	MAGELLAN MIDSTREAM PRTNRS LP	6,050	$296K	0.1%	$72.54	—	COM UNIT RP LP	559080106
SCHE	SCHWAB STRATEGIC TR	8,679	$285K	0.1%	$31.75	—	EMRG MKTEQ ETF	808524706
VFH	VANGUARD WORLD FDS	3,150	$285K	0.1%	$84.69	—	FINANCIALS ETF	92204A405
EFA	ISHARES TR	3,609	$285K	0.1%	$64.07	—	MSCI EAFE ETF	464287465
VTV	VANGUARD INDEX FDS	2,060	$283K	0.1%	$104.96	—	VALUE ETF	922908744
AEP	AMERICAN ELEC PWR CO INC	3,280	$277K	0.1%	$44.37	+63.9%	COM	025537101
VOOG	VANGUARD ADMIRAL FDS INC	1,011	$265K	0.1%	$208.70	—	500 GRTH IDX F	921932505
VAW	VANGUARD WORLD FDS	1,431	$259K	0.1%	$172.61	—	MATERIALS ETF	92204A801
BDX	BECTON DICKINSON & CO	1,061	$258K	0.1%	$140.62	+58.0%	COM	075887109
FISV	FISERV INC	2,400	$257K	0.1%	$109.32	+6.3%	COM	337738108
L	LOEWS CORP	4,680	$256K	0.1%	$39.41	+39.6%	COM	540424108
WM	WASTE MGMT INC DEL	1,794	$251K	0.1%	$101.34	+26.9%	COM	94106L109
EEM	ISHARES TR	4,537	$250K	0.1%	$44.20	—	MSCI EMG MKT ETF	464287234
TTEK	TETRA TECH INC NEW	2,000	$244K	0.1%	$22.53	+11.7%	COM	88162G103
ED	CONSOLIDATED EDISON INC	3,400	$244K	0.1%	$56.65	+15.1%	COM	209115104
IR	INGERSOLL RAND INC	5,003	$244K	0.1%	$33.31	+46.6%	COM	45687V106
IPO	RENAISSANCE CAP GREENWICH FD	3,643	$241K	0.1%	$62.20	—	IPO ETF	759937204
ON	ON SEMICONDUCTOR CORP	6,300	$241K	0.1%	$27.90	+40.7%	COM	682189105
ISRG	INTUITIVE SURGICAL INC	260	$239K	0.1%	$280.54	0.0%	COM NEW	46120E602
NOW	SERVICENOW INC	432	$237K	0.1%	$70.61	+43.6%	COM	81762P102
DIA	SPDR DOW JONES INDL AVERAGE	680	$235K	0.1%	$305.88	—	UT SER 1	78467X109
IDXX	IDEXX LABS INC	371	$234K	0.1%	$552.18	0.0%	COM	45168D104
PANW	PALO ALTO NETWORKS INC	630	$234K	0.1%	$59.25	0.0%	COM	697435105
SOXX	ISHARES TR	513	$233K	0.1%	$424.95	—	ISHARES SEMICDTR	464287523
ICLR	ICON PLC	1,075	$222K	0.1%	$157.56	+37.0%	SHS	G4705A100
DXCM	DEXCOM INC	515	$220K	0.1%	$96.03	0.0%	COM	252131107
RIO	RIO TINTO PLC	2,603	$218K	0.1%	$75.19	—	SPONSORED ADR	767204100
IYC	ISHARES TR	2,788	$216K	0.1%	$74.96	—	U.S. CNSM SV ETF	464287580
—	BLUEBIRD BIO INC	6,659	$213K	0.1%	$31.99	—	COM	09609G100
—	CMC MATERIALS INC	1,400	$211K	0.1%	$151.43	—	COM	12571T100
DG	DOLLAR GEN CORP NEW	970	$210K	0.1%	$195.56	0.0%	COM	256677105
SHOP	SHOPIFY INC	143	$209K	0.1%	$123.22	0.0%	CL A	82509L107
VTRS	VIATRIS INC	14,544	$208K	0.1%	$13.33	-11.0%	COM	92556V106
TAN	INVESCO EXCH TRADED FD TR II	2,316	$207K	0.1%	$89.38	—	SOLAR ETF	46138G706
DLTR	DOLLAR TREE INC	2,080	$207K	0.1%	$107.50	+1.1%	COM	256746108
KHC	KRAFT HEINZ CO	5,010	$204K	0.1%	$28.63	+18.1%	COM	500754106
F	FORD MTR CO DEL	12,733	$189K	0.1%	$10.09	0.0%	COM	345370860