Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	107,551	$23.89M	8.1%	$101.88	+126.5%	COM	037833100
IVV	ISHARES TR	34,971	$19.65M	6.6%	$531.10	—	CORE S&P500 ETF	464287200
WM	WASTE MGMT INC DEL	69,985	$16.2M	5.5%	$97.66	+123.6%	COM	94106L109
WMT	WALMART INC	164,168	$14.41M	4.9%	$49.40	+88.1%	COM	931142103
CAT	CATERPILLAR INC	42,740	$14.1M	4.8%	$130.41	+169.9%	COM	149123101
GS	GOLDMAN SACHS GROUP INC	25,371	$13.86M	4.7%	$197.36	+199.3%	COM	38141G104
GOOGL	ALPHABET INC	87,964	$13.6M	4.6%	$109.39	+65.2%	CAP STK CL A	02079K305
MCD	MCDONALDS CORP	39,181	$12.24M	4.1%	$169.40	+72.9%	COM	580135101
ACN	ACCENTURE PLC IRELAND	39,021	$12.18M	4.1%	$182.57	+91.4%	SHS CLASS A	G1151C101
NVO	NOVO-NORDISK A S	163,869	$11.38M	3.8%	$71.32	—	ADR	670100205
CMI	CUMMINS INC	36,013	$11.29M	3.8%	$140.80	+145.8%	COM	231021106
PG	PROCTER AND GAMBLE CO	64,290	$10.96M	3.7%	$91.40	+79.4%	COM	742718109
KO	COCA COLA CO	144,421	$10.34M	3.5%	$43.85	+48.2%	COM	191216100
DGX	QUEST DIAGNOSTICS INC	56,648	$9.585M	3.2%	$98.13	+65.0%	COM	74834L100
JNJ	JOHNSON & JOHNSON	48,688	$8.074M	2.7%	$126.04	+21.0%	COM	478160104
AOS	SMITH A O CORP	115,723	$7.564M	2.6%	$49.24	+34.9%	COM	831865209
LOW	LOWES COS INC	31,916	$7.444M	2.5%	$162.56	+48.9%	COM	548661107
MSFT	MICROSOFT CORP	19,824	$7.442M	2.5%	$329.23	+23.0%	COM	594918104
CNI	CANADIAN NATL RY CO	71,274	$6.946M	2.4%	$83.72	+18.7%	COM	136375102
DIS	DISNEY WALT CO	63,494	$6.267M	2.1%	$111.46	-4.6%	COM	254687106
ACWI	ISHARES TR	43,117	$5.018M	1.7%	$72.46	—	MSCI ACWI ETF	464288257
USXF	ISHARES TR	68,225	$3.184M	1.1%	$40.95	—	ESG MSCI USA ETF	46436E767
UPS	UNITED PARCEL SERVICE INC	27,287	$3.001M	1.0%	$118.96	-5.3%	CL B	911312106
PKG	PACKAGING CORP AMER	15,059	$2.982M	1.0%	$177.16	+17.6%	COM	695156109
CPRT	COPART INC	48,046	$2.719M	0.9%	$53.80	+4.6%	COM	217204106
—	ISHARES TR	101,368	$2.712M	0.9%	$26.53	—	IBONDS DEC 25	46435U432
DFAC	DIMENSIONAL ETF TRUST	75,336	$2.485M	0.8%	$23.30	—	US CORE EQUITY 2	25434V708
IBMO	ISHARES TR	94,706	$2.421M	0.8%	$25.27	—	IBONDS DEC 26	46435U259
AGG	ISHARES TR	20,383	$2.016M	0.7%	$108.53	—	CORE US AGGBD ET	464287226
DMXF	ISHARES TR	29,541	$1.989M	0.7%	$63.43	—	ESG EAFE ETF	46436E759
IBMP	ISHARES TR	76,925	$1.945M	0.7%	$24.99	—	IBONDS DEC 27	46435U283
CMCSA	COMCAST CORP NEW	49,413	$1.823M	0.6%	$37.39	-6.3%	CL A	20030N101
DGRO	ISHARES TR	24,394	$1.507M	0.5%	$57.03	—	CORE DIV GRWTH	46434V621
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,591	$1.38M	0.5%	$240.42	+102.2%	CL B NEW	084670702
AMZN	AMAZON COM INC	7,009	$1.334M	0.5%	$132.43	+63.9%	COM	023135106
ISRG	INTUITIVE SURGICAL INC	2,475	$1.226M	0.4%	$298.09	+85.5%	COM NEW	46120E602
MA	MASTERCARD INCORPORATED	2,028	$1.112M	0.4%	$222.86	+143.2%	CL A	57636Q104
COR	CENCORA INC	3,816	$1.061M	0.4%	$115.50	+116.1%	COM	03073E105
NVDA	NVIDIA CORPORATION	9,289	$1.007M	0.3%	$95.78	+32.3%	COM	67066G104
GLD	SPDR GOLD TR	3,164	$912K	0.3%	$165.90	—	GOLD SHS	78463V107
—	ISHARES TR	33,690	$847K	0.3%	$25.45	—	IBONDS DEC25 ETF	46434VBD1
LLY	ELI LILLY & CO	1,005	$830K	0.3%	$464.63	+77.9%	COM	532457108
VV	VANGUARD INDEX FDS	3,155	$811K	0.3%	$218.15	—	LARGE CAP ETF	922908637
TIP	ISHARES TR	6,998	$777K	0.3%	$118.87	—	TIPS BD ETF	464287176
RSP	INVESCO EXCHANGE TRADED FD T	4,417	$765K	0.3%	$174.44	—	S&P500 EQL WGT	46137V357
IBDR	ISHARES TR	31,572	$764K	0.3%	$24.52	—	IBONDS DEC2026	46435GAA0
IWY	ISHARES TR	3,420	$721K	0.2%	$219.55	—	RUS TP200 GR ETF	464289438
XOM	EXXON MOBIL CORP	5,683	$676K	0.2%	$54.52	+96.6%	COM	30231G102
VB	VANGUARD INDEX FDS	2,775	$615K	0.2%	$213.33	—	SMALL CP ETF	922908751
ABBV	ABBVIE INC	2,711	$568K	0.2%	$146.53	+29.2%	COM	00287Y109
ACWX	ISHARES TR	8,674	$481K	0.2%	$55.45	—	MSCI ACWI EX US	464288240
CVX	CHEVRON CORP NEW	2,818	$471K	0.2%	$92.46	+62.7%	COM	166764100
JPM	JPMORGAN CHASE & CO.	1,861	$457K	0.2%	$145.48	+72.5%	COM	46625H100
HSY	HERSHEY CO	2,661	$455K	0.2%	$162.92	-2.2%	COM	427866108
HDV	ISHARES TR	3,724	$451K	0.2%	$103.81	—	CORE HIGH DV ETF	46429B663
AGL	AGILON HEALTH INC	98,788	$428K	0.1%	$3.48	0.0%	COM	00857U107
PEP	PEPSICO INC	2,667	$400K	0.1%	$124.46	+15.3%	COM	713448108
SPY	SPDR S&P 500 ETF TR	710	$397K	0.1%	$523.07	—	TR UNIT	78462F103
STIP	ISHARES TR	3,409	$353K	0.1%	$103.00	—	0-5 YR TIPS ETF	46429B747
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,047	$340K	0.1%	$138.03	—	SPONSORED ADS	874039100
IBDS	ISHARES TR	13,923	$337K	0.1%	$23.70	—	IBONDS 27 ETF	46435UAA9
DHR	DANAHER CORPORATION	1,597	$327K	0.1%	$228.04	-4.9%	COM	235851102
VNQ	VANGUARD INDEX FDS	3,455	$313K	0.1%	$88.36	—	REAL ESTATE ETF	922908553
VEA	VANGUARD TAX-MANAGED FDS	6,121	$311K	0.1%	$47.90	—	VAN FTSE DEV MKT	921943858
QQQ	INVESCO QQQ TR	661	$310K	0.1%	$444.01	—	UNIT SER 1	46090E103
CB	CHUBB LIMITED	1,010	$305K	0.1%	$213.74	+29.2%	COM	H1467J104
BR	BROADRIDGE FINL SOLUTIONS IN	1,191	$289K	0.1%	$231.86	0.0%	COM	11133T103
IBDT	ISHARES TR	11,148	$282K	0.1%	$25.12	—	IBDS DEC28 ETF	46435U515
SBUX	STARBUCKS CORP	2,786	$273K	0.1%	$79.03	+27.8%	COM	855244109
IBM	INTERNATIONAL BUSINESS MACHS	1,004	$250K	0.1%	$188.97	+26.7%	COM	459200101
NVR	NVR INC	34	$246K	0.1%	$4396.05	+73.0%	COM	62944T105
IAU	ISHARES GOLD TR	3,975	$234K	0.1%	$58.96	—	ISHARES NEW	464285204
FITB	FIFTH THIRD BANCORP	5,742	$225K	0.1%	$26.26	+54.9%	COM	316773100
MUB	ISHARES TR	2,094	$221K	0.1%	$110.83	—	NATIONAL MUN ETF	464288414
CTVA	CORTEVA INC	3,304	$208K	0.1%	$61.25	0.0%	COM	22052L104
GD	GENERAL DYNAMICS CORP	752	$205K	0.1%	$255.81	0.0%	COM	369550108
META	META PLATFORMS INC	354	$204K	0.1%	$584.74	+10.0%	CL A	30303M102
FULT	FULTON FINL CORP PA	10,308	$186K	0.1%	$15.15	+23.7%	COM	360271100