Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	809,839	$168M	21.1%	$71.07	+171.1%	COM	743315103
AAPL	APPLE INC	440,669	$92.81M	11.6%	$84.40	+119.3%	COM	037833100
MSFT	MICROSOFT CORP	128,200	$57.3M	7.2%	$47.06	+786.7%	COM	594918104
VXF	VANGUARD INDEX FDS	327,076	$55.21M	6.9%	$85.93	—	EXTEND MKT ETF	922908652
GOOGL	ALPHABET INC	179,222	$32.65M	4.1%	$107.05	+56.3%	CAP STK CL A	02079K305
LAMR	LAMAR ADVERTISING CO NEW	208,281	$24.9M	3.1%	$78.14	—	CL A	512816109
LIN	LINDE PLC	50,421	$22.13M	2.8%	$322.30	+33.6%	SHS	G54950103
VEU	VANGUARD INTL EQUITY INDEX F	360,228	$21.12M	2.6%	$49.06	—	ALLWRLD EX US	922042775
VWO	VANGUARD INTL EQUITY INDEX F	432,668	$18.93M	2.4%	$40.31	—	FTSE EMR MKT ETF	922042858
XOM	EXXON MOBIL CORP	164,133	$18.9M	2.4%	$63.20	+74.2%	COM	30231G102
PLTR	PALANTIR TECHNOLOGIES INC	695,910	$17.63M	2.2%	$17.47	+28.9%	CL A	69608A108
PAYX	PAYCHEX INC	143,393	$17M	2.1%	$33.77	+244.5%	COM	704326107
GOOG	ALPHABET INC	92,110	$16.89M	2.1%	$107.45	+57.2%	CAP STK CL C	02079K107
SYK	STRYKER CORPORATION	45,835	$15.6M	2.0%	$86.04	+287.4%	COM	863667101
MKC	MCCORMICK & CO INC	200,957	$14.26M	1.8%	$62.47	+11.6%	COM NON VTG	579780206
PEP	PEPSICO INC	84,440	$13.93M	1.7%	$90.51	+79.3%	COM	713448108
IXC	ISHARES TR	299,943	$12.45M	1.6%	$21.22	—	GLOBAL ENERG ETF	464287341
JNJ	JOHNSON & JOHNSON	75,752	$11.07M	1.4%	$67.27	+110.3%	COM	478160104
SCHW	SCHWAB CHARLES CORP	145,257	$10.7M	1.3%	$19.32	+274.4%	COM	808513105
AXP	AMERICAN EXPRESS CO	42,380	$9.813M	1.2%	$150.59	+50.9%	COM	025816109
DIS	DISNEY WALT CO	97,735	$9.704M	1.2%	$98.48	+7.1%	COM	254687106
SPY	SPDR S&P 500 ETF TR	15,576	$8.477M	1.1%	$227.62	—	TR UNIT	78462F103
ADM	ARCHER DANIELS MIDLAND CO	137,837	$8.332M	1.0%	$28.64	+101.5%	COM	039483102
CB	CHUBB LIMITED	23,989	$6.119M	0.8%	$189.85	+33.1%	COM	H1467J104
VBR	VANGUARD INDEX FDS	32,800	$5.987M	0.8%	$142.10	—	SM CP VAL ETF	922908611
HD	HOME DEPOT INC	15,265	$5.255M	0.7%	$65.42	+400.7%	COM	437076102
WY	WEYERHAEUSER CO MTN BE	178,083	$5.056M	0.6%	$19.99	+47.2%	COM NEW	962166104
SCHX	SCHWAB STRATEGIC TR	77,119	$4.955M	0.6%	$56.61	—	US LRG CAP ETF	808524201
SLB	SCHLUMBERGER LTD	86,364	$4.075M	0.5%	$39.80	+15.5%	COM STK	806857108
IEZ	ISHARES TR	181,169	$4.035M	0.5%	$11.35	—	US OIL EQ&SV ETF	464288844
JPM	JPMORGAN CHASE & CO.	18,515	$3.745M	0.5%	$71.01	+166.4%	COM	46625H100
VT	VANGUARD INTL EQUITY INDEX F	31,971	$3.601M	0.5%	$51.51	—	TT WRLD ST ETF	922042742
VEA	VANGUARD TAX-MANAGED FDS	67,203	$3.321M	0.4%	$39.98	—	VAN FTSE DEV MKT	921943858
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,069	$3.282M	0.4%	$199.36	+105.0%	CL B NEW	084670702
LLY	ELI LILLY & CO	3,611	$3.269M	0.4%	$194.42	+306.8%	COM	532457108
CL	COLGATE PALMOLIVE CO	33,150	$3.217M	0.4%	$55.22	+61.3%	COM	194162103
—	BLACKROCK INC	3,896	$3.067M	0.4%	$425.59	—	COM	09247X101
ADP	AUTOMATIC DATA PROCESSING IN	12,586	$3.004M	0.4%	$46.28	+411.3%	COM	053015103
XLK	SELECT SECTOR SPDR TR	12,300	$2.783M	0.3%	$61.42	—	TECHNOLOGY	81369Y803
MRK	MERCK & CO INC	21,056	$2.607M	0.3%	$41.55	+192.9%	COM	58933Y105
CVX	CHEVRON CORP NEW	16,342	$2.556M	0.3%	$73.32	+102.4%	COM	166764100
UNH	UNITEDHEALTH GROUP INC	4,918	$2.505M	0.3%	$91.48	+417.2%	COM	91324P102
PG	PROCTER AND GAMBLE CO	13,913	$2.295M	0.3%	$74.13	+112.1%	COM	742718109
CEG	CONSTELLATION ENERGY CORP	11,119	$2.227M	0.3%	$51.04	+295.7%	COM	21037T109
PFE	PFIZER INC	79,383	$2.221M	0.3%	$21.45	+15.5%	COM	717081103
SCHB	SCHWAB STRATEGIC TR	31,581	$1.985M	0.2%	$60.69	—	US BRD MKT ETF	808524102
IXUS	ISHARES TR	27,548	$1.861M	0.2%	$50.91	—	CORE MSCI TOTAL	46432F834
IEMG	ISHARES INC	34,161	$1.829M	0.2%	$49.00	—	CORE MSCI EMKT	46434G103
CSCO	CISCO SYS INC	31,111	$1.478M	0.2%	$18.33	+147.1%	COM	17275R102
VOO	VANGUARD INDEX FDS	2,929	$1.465M	0.2%	$209.95	—	S&P 500 ETF SHS	922908363
QQQ	INVESCO QQQ TR	2,784	$1.334M	0.2%	$208.27	—	UNIT SER 1	46090E103
ABBV	ABBVIE INC	7,705	$1.322M	0.2%	$39.19	+300.9%	COM	00287Y109
IVV	ISHARES TR	2,328	$1.274M	0.2%	$525.73	—	CORE S&P500 ETF	464287200
SBUX	STARBUCKS CORP	15,470	$1.204M	0.2%	$53.40	+46.2%	COM	855244109
AB	ALLIANCEBERNSTEIN HLDG L P	32,150	$1.086M	0.1%	$30.31	—	UNIT LTD PARTN	01881G106
CVS	CVS HEALTH CORP	18,216	$1.076M	0.1%	$53.24	+9.9%	COM	126650100
VTI	VANGUARD INDEX FDS	3,950	$1.057M	0.1%	$239.19	—	TOTAL STK MKT	922908769
HSY	HERSHEY CO	5,373	$988K	0.1%	$178.38	+3.1%	COM	427866108
BSV	VANGUARD BD INDEX FDS	10,415	$799K	0.1%	$82.09	—	SHORT TRM BOND	921937827
IWM	ISHARES TR	3,855	$782K	0.1%	$168.91	—	RUSSELL 2000 ETF	464287655
BAC	BANK AMERICA CORP	19,215	$764K	0.1%	$21.76	+69.3%	COM	060505104
SCHD	SCHWAB STRATEGIC TR	9,656	$751K	0.1%	$47.22	—	US DIVIDEND EQ	808524797
XLI	SELECT SECTOR SPDR TR	5,975	$728K	0.1%	$70.98	—	INDL	81369Y704
BX	BLACKSTONE INC	5,850	$724K	0.1%	$45.75	+157.5%	COM	09260D107
BMY	BRISTOL-MYERS SQUIBB CO	16,429	$682K	0.1%	$41.31	-0.7%	COM	110122108
WFC	WELLS FARGO CO NEW	11,313	$672K	0.1%	$37.76	+50.6%	COM	949746101
AMGN	AMGEN INC	2,027	$633K	0.1%	$125.77	+122.1%	COM	031162100
DE	DEERE & CO	1,648	$616K	0.1%	$105.19	+261.7%	COM	244199105
ABT	ABBOTT LABS	5,790	$602K	0.1%	$36.08	+185.3%	COM	002824100
KO	COCA COLA CO	9,310	$593K	0.1%	$31.64	+86.1%	COM	191216100
NVDA	NVIDIA CORPORATION	4,750	$587K	0.1%	$95.59	+5.7%	COM	67066G104
GE	GE AEROSPACE	3,532	$561K	0.1%	$63.90	+147.2%	COM NEW	369604301
WM	WASTE MGMT INC DEL	2,608	$556K	0.1%	$44.31	+357.7%	COM	94106L109
COST	COSTCO WHSL CORP NEW	626	$532K	0.1%	$517.44	+49.5%	COM	22160K105
WMT	WALMART INC	7,800	$528K	0.1%	$50.95	+21.6%	COM	931142103
GILD	GILEAD SCIENCES INC	7,575	$520K	0.1%	$51.77	+21.9%	COM	375558103
GLD	SPDR GOLD TR	2,393	$515K	0.1%	$191.17	—	GOLD SHS	78463V107
PECO	PHILLIPS EDISON & CO INC	15,700	$514K	0.1%	$36.48	—	COMMON STOCK	71844V201
EPD	ENTERPRISE PRODS PARTNERS L	16,748	$485K	0.1%	$22.05	—	COM	293792107
ETN	EATON CORP PLC	1,525	$478K	0.1%	$54.27	+484.7%	SHS	G29183103
LMT	LOCKHEED MARTIN CORP	1,000	$467K	0.1%	$185.89	+137.5%	COM	539830109
CMCSA	COMCAST CORP NEW	11,020	$432K	0.1%	$26.06	+42.5%	CL A	20030N101
EXC	EXELON CORP	12,464	$431K	0.1%	$28.84	+20.5%	COM	30161N101
PH	PARKER-HANNIFIN CORP	819	$414K	0.1%	$164.37	+221.0%	COM	701094104
VGT	VANGUARD WORLD FD	700	$404K	0.1%	$281.37	—	INF TECH ETF	92204A702
ET	ENERGY TRANSFER L P	21,185	$344K	0.0%	$10.27	—	COM UT LTD PTN	29273V100
IJH	ISHARES TR	5,870	$344K	0.0%	$88.31	—	CORE S&P MCP ETF	464287507
QCOM	QUALCOMM INC	1,650	$329K	0.0%	$118.34	+54.1%	COM	747525103
MCHP	MICROCHIP TECHNOLOGY INC.	3,500	$320K	0.0%	$65.04	+34.4%	COM	595017104
VLO	VALERO ENERGY CORP	2,000	$314K	0.0%	$76.96	+99.5%	COM	91913Y100
IBM	INTERNATIONAL BUSINESS MACHS	1,792	$310K	0.0%	$107.78	+53.9%	COM	459200101
CAT	CATERPILLAR INC	920	$306K	0.0%	$228.45	+48.3%	COM	149123101
VTV	VANGUARD INDEX FDS	1,900	$305K	0.0%	$118.95	—	VALUE ETF	922908744
CRWD	CROWDSTRIKE HLDGS INC	750	$287K	0.0%	$306.18	+8.6%	CL A	22788C105
EMR	EMERSON ELEC CO	2,592	$286K	0.0%	$41.45	+159.3%	COM	291011104
DUK	DUKE ENERGY CORP NEW	2,749	$276K	0.0%	$64.92	+45.2%	COM NEW	26441C204
HON	HONEYWELL INTL INC	1,275	$272K	0.0%	$79.73	+130.5%	COM	438516106
SMMD	ISHARES TR	4,280	$268K	0.0%	$49.82	—	RUSEL 2500 ETF	46435G268
ITW	ILLINOIS TOOL WKS INC	1,100	$261K	0.0%	$197.50	+19.9%	COM	452308109
LYB	LYONDELLBASELL INDUSTRIES N	2,650	$253K	0.0%	$66.35	+30.8%	SHS - A -	N53745100
MPLX	MPLX LP	5,808	$247K	0.0%	$35.57	—	COM UNIT REP LTD	55336V100
INTC	INTEL CORP	7,800	$242K	0.0%	$35.58	-8.6%	COM	458140100
NOC	NORTHROP GRUMMAN CORP	545	$238K	0.0%	$348.21	+27.5%	COM	666807102
NDSN	NORDSON CORP	1,020	$237K	0.0%	$189.50	+30.0%	COM	655663102
CMG	CHIPOTLE MEXICAN GRILL INC	3,750	$235K	0.0%	$61.90	+0.4%	COM	169656105
MCD	MCDONALDS CORP	916	$233K	0.0%	$158.84	+60.6%	COM	580135101
V	VISA INC	850	$223K	0.0%	$224.81	+20.5%	COM CL A	92826C839
MDLZ	MONDELEZ INTL INC	3,202	$210K	0.0%	$44.56	+46.2%	CL A	609207105
CI	THE CIGNA GROUP	627	$207K	0.0%	$317.75	+5.2%	COM	125523100
GD	GENERAL DYNAMICS CORP	690	$200K	0.0%	$284.04	0.0%	COM	369550108