Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	761,587	$173M	17.6%	$75.78	+180.2%	COM	743315103
AAPL	APPLE INC	425,758	$116M	11.7%	$88.67	+202.6%	COM	037833100
PLTR	PALANTIR TECHNOLOGIES INC	423,058	$75.2M	7.6%	$17.47	+936.2%	CL A	69608A108
VXF	VANGUARD INDEX FDS	348,871	$72.96M	7.4%	$92.02	—	EXTEND MKT ETF	922908652
MSFT	MICROSOFT CORP	124,132	$60.03M	6.1%	$47.06	+963.8%	COM	594918104
GOOGL	ALPHABET INC	187,560	$58.71M	6.0%	$110.18	+159.2%	CAP STK CL A	02079K305
VEU	VANGUARD INTL EQUITY INDEX F	366,513	$26.96M	2.7%	$49.22	—	ALLWRLD EX US	922042775
LAMR	LAMAR ADVERTISING CO NEW	212,358	$26.88M	2.7%	$78.64	—	CL A	512816109
GOOG	ALPHABET INC	83,756	$26.28M	2.7%	$107.45	+166.5%	CAP STK CL C	02079K107
VWO	VANGUARD INTL EQUITY INDEX F	439,784	$23.64M	2.4%	$40.42	—	FTSE EMR MKT ETF	922042858
PAYX	PAYCHEX INC	206,641	$23.18M	2.4%	$59.84	+94.8%	COM	704326107
XOM	EXXON MOBIL CORP	173,497	$20.88M	2.1%	$66.53	+73.6%	COM	30231G102
LIN	LINDE PLC	48,006	$20.47M	2.1%	$322.30	+32.6%	SHS	G54950103
MKC	MCCORMICK & CO INC	284,756	$19.39M	2.0%	$66.66	-1.1%	COM NON VTG	579780206
SYK	STRYKER CORPORATION	46,904	$16.49M	1.7%	$91.53	+297.1%	COM	863667101
AXP	AMERICAN EXPRESS CO	41,220	$15.25M	1.5%	$150.59	+137.0%	COM	025816109
SCHW	SCHWAB CHARLES CORP	145,013	$14.49M	1.5%	$19.93	+375.4%	COM	808513105
IXC	ISHARES TR	283,646	$11.89M	1.2%	$21.22	—	GLOBAL ENERG ETF	464287341
PEP	PEPSICO INC	80,099	$11.5M	1.2%	$90.51	+61.2%	COM	713448108
VTI	VANGUARD INDEX FDS	31,726	$10.64M	1.1%	$278.29	—	TOTAL STK MKT	922908769
SPY	SPDR S&P 500 ETF TR	14,671	$10M	1.0%	$251.03	—	TR UNIT	78462F103
DIS	DISNEY WALT CO	76,523	$8.706M	0.9%	$98.74	+10.9%	COM	254687106
CB	CHUBB LIMITED	25,950	$8.1M	0.8%	$197.30	+48.2%	COM	H1467J104
CMCSA	COMCAST CORP NEW	236,319	$7.064M	0.7%	$36.53	-21.9%	CL A	20030N101
VBR	VANGUARD INDEX FDS	31,248	$6.618M	0.7%	$142.10	—	SM CP VAL ETF	922908611
SCHX	SCHWAB STRATEGIC TR	245,409	$6.604M	0.7%	$33.69	—	US LRG CAP ETF	808524201
HD	HOME DEPOT INC	15,076	$5.188M	0.5%	$65.42	+457.3%	COM	437076102
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,116	$5.085M	0.5%	$256.80	+93.7%	CL B NEW	084670702
JPM	JPMORGAN CHASE & CO.	15,044	$4.848M	0.5%	$71.01	+335.9%	COM	46625H100
VT	VANGUARD INTL EQUITY INDEX F	31,471	$4.439M	0.5%	$51.51	—	TT WRLD ST ETF	922042742
VEA	VANGUARD TAX-MANAGED FDS	66,089	$4.129M	0.4%	$40.51	—	VAN FTSE DEV MKT	921943858
ADP	AUTOMATIC DATA PROCESSING IN	15,766	$4.055M	0.4%	$88.77	+198.3%	COM	053015103
CEG	CONSTELLATION ENERGY CORP	11,149	$3.939M	0.4%	$59.22	+513.4%	COM	21037T109
IEZ	ISHARES TR	176,249	$3.678M	0.4%	$11.94	—	US OIL EQ&SV ETF	464288844
BLK	BLACKROCK INC	3,361	$3.597M	0.4%	$991.05	+9.9%	COM	09290D101
JNJ	JOHNSON & JOHNSON	17,368	$3.594M	0.4%	$67.27	+192.9%	COM	478160104
XLK	SELECT SECTOR SPDR TR	24,860	$3.579M	0.4%	$114.95	—	STATE STREET TEC	81369Y803
SLB	SLB LIMITED	89,506	$3.435M	0.3%	$39.67	-9.1%	COM STK	806857108
LLY	ELI LILLY & CO	2,826	$3.037M	0.3%	$209.23	+356.7%	COM	532457108
CL	COLGATE PALMOLIVE CO	32,750	$2.588M	0.3%	$55.22	+41.8%	COM	194162103
CVX	CHEVRON CORP NEW	15,797	$2.408M	0.2%	$73.32	+106.5%	COM	166764100
IEMG	ISHARES INC	33,142	$2.228M	0.2%	$50.90	—	CORE MSCI EMKT	46434G103
SCHB	SCHWAB STRATEGIC TR	84,793	$2.224M	0.2%	$35.36	—	US BRD MKT ETF	808524102
IXUS	ISHARES TR	25,652	$2.171M	0.2%	$50.91	—	CORE MSCI TOTAL	46432F834
MRK	MERCK & CO INC	19,058	$2.006M	0.2%	$41.55	+124.4%	COM	58933Y105
CSCO	CISCO SYS INC	25,953	$1.999M	0.2%	$18.33	+302.7%	COM	17275R102
PG	PROCTER AND GAMBLE CO	13,863	$1.987M	0.2%	$77.86	+89.0%	COM	742718109
ABBV	ABBVIE INC	7,504	$1.715M	0.2%	$39.19	+480.6%	COM	00287Y109
QQQ	INVESCO QQQ TR	2,684	$1.649M	0.2%	$219.90	—	UNIT SER 1	46090E103
VOO	VANGUARD INDEX FDS	2,613	$1.639M	0.2%	$209.95	—	S&P 500 ETF SHS	922908363
AMZN	AMAZON COM INC	6,661	$1.537M	0.2%	$185.67	+23.2%	COM	023135106
UNH	UNITEDHEALTH GROUP INC	4,054	$1.338M	0.1%	$140.42	+140.1%	COM	91324P102
SBUX	STARBUCKS CORP	15,440	$1.3M	0.1%	$55.19	+52.3%	COM	855244109
TSLA	TESLA INC	2,836	$1.275M	0.1%	$443.29	0.0%	COM	88160R101
PFE	PFIZER INC	45,547	$1.134M	0.1%	$21.45	+16.7%	COM	717081103
GE	GE AEROSPACE	3,513	$1.082M	0.1%	$63.90	+370.7%	COM NEW	369604301
XLC	SELECT SECTOR SPDR TR	9,105	$1.072M	0.1%	$112.02	—	STATE STREET COM	81369Y852
IVV	ISHARES TR	1,529	$1.047M	0.1%	$530.52	—	CORE S&P500 ETF	464287200
COST	COSTCO WHSL CORP NEW	1,171	$1.01M	0.1%	$699.41	+29.5%	COM	22160K105
NVDA	NVIDIA CORPORATION	5,050	$942K	0.1%	$108.02	+72.3%	COM	67066G104
BAC	BANK AMERICA CORP	16,860	$927K	0.1%	$22.50	+134.1%	COM	060505104
XLI	SELECT SECTOR SPDR TR	5,975	$927K	0.1%	$70.98	—	STATE STREET IND	81369Y704
HSY	HERSHEY CO	4,990	$908K	0.1%	$178.38	+2.1%	COM	427866108
WY	WEYERHAEUSER CO MTN BE	37,704	$893K	0.1%	$20.44	+12.5%	COM NEW	962166104
ADM	ARCHER DANIELS MIDLAND CO	15,522	$892K	0.1%	$30.48	+95.2%	COM	039483102
WMT	WALMART INC	7,922	$883K	0.1%	$51.60	+107.7%	COM	931142103
META	META PLATFORMS INC	1,298	$857K	0.1%	$536.99	+24.3%	CL A	30303M102
IWM	ISHARES TR	3,307	$814K	0.1%	$173.70	—	RUSSELL 2000 ETF	464287655
GLD	SPDR GOLD TR	1,993	$790K	0.1%	$191.17	—	GOLD SHS	78463V107
BX	BLACKSTONE INC	4,850	$748K	0.1%	$45.75	+231.1%	COM	09260D107
BSV	VANGUARD BD INDEX FDS	9,423	$743K	0.1%	$82.04	—	SHORT TRM BOND	921937827
SCHD	SCHWAB STRATEGIC TR	26,877	$737K	0.1%	$34.03	—	US DIVIDEND EQ	808524797
WFC	WELLS FARGO CO NEW	7,818	$729K	0.1%	$37.76	+129.4%	COM	949746101
DE	DEERE & CO	1,512	$704K	0.1%	$105.19	+344.6%	COM	244199105
GILD	GILEAD SCIENCES INC	5,490	$674K	0.1%	$51.77	+133.5%	COM	375558103
MCD	MCDONALDS CORP	2,193	$670K	0.1%	$225.87	+35.1%	COM	580135101
PH	PARKER-HANNIFIN CORP	749	$658K	0.1%	$164.37	+397.5%	COM	701094104
ABT	ABBOTT LABS	5,090	$638K	0.1%	$37.56	+238.9%	COM	002824100
CAT	CATERPILLAR INC	1,088	$623K	0.1%	$280.46	+98.1%	COM	149123101
GEV	GE VERNOVA INC	919	$601K	0.1%	$191.56	+217.9%	COM	36828A101
EPD	ENTERPRISE PRODS PARTNERS L	18,000	$577K	0.1%	$22.67	—	COM	293792107
NFLX	NETFLIX INC	5,712	$536K	0.1%	$103.33	+4.3%	COM	64110L106
EXC	EXELON CORP	12,204	$532K	0.1%	$28.84	+57.6%	COM	30161N101
IBM	INTERNATIONAL BUSINESS MACHS	1,792	$531K	0.1%	$107.78	+177.2%	COM	459200101
VGT	VANGUARD WORLD FD	700	$528K	0.1%	$281.37	—	INF TECH ETF	92204A702
AMGN	AMGEN INC	1,572	$515K	0.1%	$131.82	+139.7%	COM	031162100
LMT	LOCKHEED MARTIN CORP	1,018	$492K	0.0%	$219.54	+116.9%	COM	539830109
WM	WASTE MGMT INC DEL	2,220	$488K	0.0%	$44.31	+379.7%	COM	94106L109
BMY	BRISTOL-MYERS SQUIBB CO	8,937	$482K	0.0%	$41.31	+15.0%	COM	110122108
VHT	VANGUARD WORLD FD	1,663	$479K	0.0%	$282.20	—	HEALTH CAR ETF	92204A504
KO	COCA COLA CO	6,168	$431K	0.0%	$31.64	+119.3%	COM	191216100
ETN	EATON CORP PLC	1,350	$430K	0.0%	$54.27	+553.0%	SHS	G29183103
IJH	ISHARES TR	5,528	$365K	0.0%	$88.31	—	CORE S&P MCP ETF	464287507
VTV	VANGUARD INDEX FDS	1,900	$363K	0.0%	$118.95	—	VALUE ETF	922908744
VLO	VALERO ENERGY CORP	2,200	$358K	0.0%	$85.31	+97.9%	COM	91913Y100
NOC	NORTHROP GRUMMAN CORP	545	$311K	0.0%	$348.21	+66.2%	COM	666807102
MPLX	MPLX LP	5,808	$310K	0.0%	$35.57	—	COM UNIT REP LTD	55336V100
STT	STATE STR CORP	2,300	$297K	0.0%	$78.76	+51.1%	COM	857477103
AMP	AMERIPRISE FINL INC	600	$294K	0.0%	$525.10	-9.8%	COM	03076C106
SMMD	ISHARES TR	3,885	$291K	0.0%	$49.82	—	RUSEL 2500 ETF	46435G268
VUG	VANGUARD INDEX FDS	582	$284K	0.0%	$383.93	—	GROWTH ETF	922908736
CRWD	CROWDSTRIKE HLDGS INC	602	$282K	0.0%	$306.18	+66.3%	CL A	22788C105
ITW	ILLINOIS TOOL WKS INC	1,100	$271K	0.0%	$197.50	+25.3%	COM	452308109
EEM	ISHARES TR	4,867	$266K	0.0%	$54.71	—	MSCI EMG MKT ETF	464287234
DUK	DUKE ENERGY CORP NEW	2,249	$264K	0.0%	$64.92	+87.3%	COM NEW	26441C204
V	VISA INC	745	$261K	0.0%	$224.81	+51.4%	COM CL A	92826C839
AB	ALLIANCEBERNSTEIN HLDG L P	6,525	$251K	0.0%	$30.31	—	UNIT LTD PARTN	01881G106
GD	GENERAL DYNAMICS CORP	729	$245K	0.0%	$272.45	+25.1%	COM	369550108
SHOP	SHOPIFY INC	1,500	$241K	0.0%	$135.57	+18.4%	CL A SUB VTG SHS	82509L107
ET	ENERGY TRANSFER L P	14,590	$241K	0.0%	$10.27	—	COM UT LTD PTN	29273V100
VYM	VANGUARD WHITEHALL FDS	1,663	$239K	0.0%	$128.20	—	HIGH DIV YLD	921946406
SHW	SHERWIN WILLIAMS CO	700	$227K	0.0%	$366.99	-9.0%	COM	824348106
MCHP	MICROCHIP TECHNOLOGY INC.	3,500	$223K	0.0%	$53.89	+13.9%	COM	595017104
EQL	ALPS ETF TR	4,800	$223K	0.0%	$71.76	—	EQUAL SEC ETF	00162Q205
WELL	WELLTOWER INC	1,172	$218K	0.0%	$163.41	+14.1%	COM	95040Q104
TT	TRANE TECHNOLOGIES PLC	545	$212K	0.0%	$392.99	+5.2%	SHS	G8994E103
INTC	INTEL CORP	5,600	$207K	0.0%	$37.76	0.0%	COM	458140100