Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	107,350	$26.88M	9.0%	$101.88	+130.2%	COM	037833100
IVV	ISHARES TR	33,543	$19.75M	6.6%	$529.79	—	CORE S&P500 ETF	464287200
GOOGL	ALPHABET INC	86,672	$16.41M	5.5%	$108.33	+60.7%	CAP STK CL A	02079K305
CAT	CATERPILLAR INC	42,226	$15.32M	5.1%	$127.71	+198.9%	COM	149123101
WMT	WALMART INC	162,407	$14.67M	4.9%	$48.93	+75.3%	COM	931142103
GS	GOLDMAN SACHS GROUP INC	25,148	$14.4M	4.8%	$197.36	+176.1%	COM	38141G104
NVO	NOVO-NORDISK A S	162,228	$13.95M	4.7%	$71.34	—	ADR	670100205
WM	WASTE MGMT INC DEL	68,764	$13.88M	4.6%	$95.52	+121.0%	COM	94106L109
ACN	ACCENTURE PLC IRELAND	38,079	$13.4M	4.5%	$178.44	+98.8%	SHS CLASS A	G1151C101
CMI	CUMMINS INC	35,693	$12.44M	4.2%	$140.80	+143.9%	COM	231021106
MCD	MCDONALDS CORP	38,249	$11.09M	3.7%	$166.39	+74.4%	COM	580135101
PG	PROCTER AND GAMBLE CO	62,737	$10.52M	3.5%	$89.60	+85.0%	COM	742718109
KO	COCA COLA CO	139,289	$8.672M	2.9%	$43.07	+46.5%	COM	191216100
DGX	QUEST DIAGNOSTICS INC	55,136	$8.318M	2.8%	$96.38	+58.3%	COM	74834L100
MSFT	MICROSOFT CORP	18,765	$7.91M	2.6%	$324.95	+30.0%	COM	594918104
AOS	SMITH A O CORP	111,594	$7.612M	2.6%	$48.61	+52.4%	COM	831865209
LOW	LOWES COS INC	30,486	$7.524M	2.5%	$158.83	+64.7%	COM	548661107
CNI	CANADIAN NATL RY CO	70,076	$7.113M	2.4%	$83.45	+28.1%	COM	136375102
JNJ	JOHNSON & JOHNSON	47,715	$6.901M	2.3%	$125.50	+19.2%	COM	478160104
DIS	DISNEY WALT CO	61,091	$6.802M	2.3%	$111.66	-7.3%	COM	254687106
ACWI	ISHARES TR	42,049	$4.941M	1.7%	$71.35	—	MSCI ACWI ETF	464288257
CMCSA	COMCAST CORP NEW	98,821	$3.709M	1.2%	$37.39	+7.0%	CL A	20030N101
USXF	ISHARES TR	68,225	$3.392M	1.1%	$40.95	—	ESG MSCI USA ETF	46436E767
UPS	UNITED PARCEL SERVICE INC	24,435	$3.081M	1.0%	$119.70	+2.2%	CL B	911312106
PKG	PACKAGING CORP AMER	13,385	$3.013M	1.0%	$173.26	+29.6%	COM	695156109
DFAC	DIMENSIONAL ETF TRUST	78,850	$2.727M	0.9%	$23.30	—	US CORE EQUITY 2	25434V708
CPRT	COPART INC	40,666	$2.334M	0.8%	$53.36	+6.7%	COM	217204106
—	ISHARES TR	83,795	$2.23M	0.7%	$26.48	—	IBONDS DEC 25	46435U432
AGG	ISHARES TR	19,644	$1.904M	0.6%	$108.89	—	CORE US AGGBD ET	464287226
IBMO	ISHARES TR	64,394	$1.639M	0.5%	$25.13	—	IBONDS DEC 26	46435U259
AMZN	AMAZON COM INC	7,009	$1.538M	0.5%	$132.43	+54.5%	COM	023135106
DMXF	ISHARES TR	22,039	$1.424M	0.5%	$62.09	—	ESG EAFE ETF	46436E759
IBMP	ISHARES TR	56,389	$1.418M	0.5%	$24.88	—	IBONDS DEC 27	46435U283
ISRG	INTUITIVE SURGICAL INC	2,475	$1.292M	0.4%	$298.09	+74.7%	COM NEW	46120E602
NVDA	NVIDIA CORPORATION	9,582	$1.287M	0.4%	$95.78	+43.9%	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,591	$1.174M	0.4%	$240.42	+92.0%	CL B NEW	084670702
DGRO	ISHARES TR	18,552	$1.138M	0.4%	$55.54	—	CORE DIV GRWTH	46434V621
MA	MASTERCARD INCORPORATED	2,028	$1.068M	0.4%	$222.86	+130.9%	CL A	57636Q104
IWY	ISHARES TR	3,955	$930K	0.3%	$219.55	—	RUS TP200 GR ETF	464289438
COR	CENCORA INC	3,816	$857K	0.3%	$115.50	+101.8%	COM	03073E105
VV	VANGUARD INDEX FDS	3,155	$851K	0.3%	$218.15	—	LARGE CAP ETF	922908637
LLY	ELI LILLY & CO	1,025	$791K	0.3%	$464.63	+76.7%	COM	532457108
GLD	SPDR GOLD TR	3,164	$766K	0.3%	$165.90	—	GOLD SHS	78463V107
TIP	ISHARES TR	7,018	$748K	0.3%	$118.87	—	TIPS BD ETF	464287176
—	ISHARES TR	27,164	$680K	0.2%	$25.52	—	IBONDS DEC25 ETF	46434VBD1
VB	VANGUARD INDEX FDS	2,775	$667K	0.2%	$213.33	—	SMALL CP ETF	922908751
XOM	EXXON MOBIL CORP	5,641	$607K	0.2%	$54.52	+106.1%	COM	30231G102
IBDR	ISHARES TR	24,654	$593K	0.2%	$24.61	—	IBONDS DEC2026	46435GAA0
ABBV	ABBVIE INC	2,724	$484K	0.2%	$146.53	+21.1%	COM	00287Y109
RSP	INVESCO EXCHANGE TRADED FD T	2,667	$467K	0.2%	$175.23	—	S&P500 EQL WGT	46137V357
HSY	HERSHEY CO	2,661	$451K	0.2%	$162.92	+6.1%	COM	427866108
JPM	JPMORGAN CHASE & CO.	1,861	$446K	0.1%	$145.48	+56.7%	COM	46625H100
SPY	SPDR S&P 500 ETF TR	710	$416K	0.1%	$523.07	—	TR UNIT	78462F103
PEP	PEPSICO INC	2,667	$406K	0.1%	$124.46	+25.8%	COM	713448108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,047	$404K	0.1%	$138.03	—	SPONSORED ADS	874039100
HDV	ISHARES TR	3,594	$403K	0.1%	$103.18	—	CORE HIGH DV ETF	46429B663
CVX	CHEVRON CORP NEW	2,755	$399K	0.1%	$91.14	+59.7%	COM	166764100
DHR	DANAHER CORPORATION	1,502	$345K	0.1%	$228.74	+6.7%	COM	235851102
STIP	ISHARES TR	3,409	$343K	0.1%	$103.00	—	0-5 YR TIPS ETF	46429B747
QQQ	INVESCO QQQ TR	661	$338K	0.1%	$444.01	—	UNIT SER 1	46090E103
VNQ	VANGUARD INDEX FDS	3,555	$317K	0.1%	$88.36	—	REAL ESTATE ETF	922908553
VEA	VANGUARD TAX-MANAGED FDS	6,121	$293K	0.1%	$47.90	—	VAN FTSE DEV MKT	921943858
CB	CHUBB LIMITED	1,010	$279K	0.1%	$213.74	+31.6%	COM	H1467J104
NVR	NVR INC	34	$278K	0.1%	$4396.05	+107.2%	COM	62944T105
IBDS	ISHARES TR	10,950	$262K	0.1%	$23.56	—	IBONDS 27 ETF	46435UAA9
SBUX	STARBUCKS CORP	2,786	$254K	0.1%	$79.03	+18.9%	COM	855244109
FITB	FIFTH THIRD BANCORP	6,002	$254K	0.1%	$26.26	+63.5%	COM	316773100
GOOG	ALPHABET INC	1,210	$230K	0.1%	$175.67	0.0%	CAP STK CL C	02079K107
MUB	ISHARES TR	2,094	$223K	0.1%	$110.83	—	NATIONAL MUN ETF	464288414
IBM	INTERNATIONAL BUSINESS MACHS	1,004	$221K	0.1%	$188.97	+14.5%	COM	459200101
IBDT	ISHARES TR	8,664	$216K	0.1%	$25.08	—	IBDS DEC28 ETF	46435U515
META	META PLATFORMS INC	364	$213K	0.1%	$584.74	0.0%	CL A	30303M102
FULT	FULTON FINL CORP PA	10,308	$199K	0.1%	$15.15	+23.1%	COM	360271100