Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PGR	PROGRESSIVE CORP	765,838	$152M	16.3%	$75.78	+172.7%	COM	743315103
AAPL	APPLE INC	418,867	$106M	11.4%	$88.67	+196.4%	COM	037833100
VXF	VANGUARD INDEX FDS	348,657	$71.75M	7.7%	$92.02	—	EXTEND MKT ETF	922908652
PLTR	PALANTIR TECHNOLOGIES INC	419,146	$61.31M	6.6%	$17.47	+782.5%	CL A	69608A108
GOOGL	ALPHABET INC	187,805	$54.01M	5.8%	$110.18	+193.4%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	123,995	$45.9M	4.9%	$47.06	+823.6%	COM	594918104
XOM	EXXON MOBIL CORP	170,833	$28.98M	3.1%	$66.53	+108.5%	COM	30231G102
VEU	VANGUARD INTL EQUITY INDEX F	363,150	$27.27M	2.9%	$49.22	—	ALLWRLD EX US	922042775
LAMR	LAMAR ADVERTISING CO	211,448	$26.78M	2.9%	$78.64	—	CL A	512816109
LIN	LINDE PLC	48,202	$23.9M	2.6%	$322.30	+42.7%	SHS	G54950103
GOOG	ALPHABET INC	83,068	$23.83M	2.6%	$107.45	+201.2%	CAP STK CL C	02079K107
VWO	VANGUARD INTL EQUITY INDEX F	438,544	$23.7M	2.6%	$40.42	—	FTSE EMR MKT ETF	922042858
PAYX	PAYCHEX INC	227,971	$21M	2.3%	$63.78	+59.9%	COM	704326107
IXC	ISHARES TR	282,705	$16.29M	1.8%	$21.22	—	GLOBAL ENERG ETF	464287341
SYK	STRYKER CORPORATION	46,847	$15.39M	1.7%	$91.53	+298.4%	COM	863667101
MKC	MCCORMICK & CO INC	300,840	$15.17M	1.6%	$66.66	+0.0%	COM NON VTG	579780206
SCHW	SCHWAB CHARLES CORP	144,834	$13.61M	1.5%	$19.93	+402.4%	COM	808513105
PEP	PEPSICO INC	79,830	$12.4M	1.3%	$90.51	+71.0%	COM	713448108
AXP	AMERICAN EXPRESS CO	40,972	$12.39M	1.3%	$150.59	+136.5%	COM	025816109
CMCSA	COMCAST CORP NEW	421,282	$12.1M	1.3%	$33.58	-11.2%	CL A	20030N101
VTI	VANGUARD INDEX FDS	31,676	$10.16M	1.1%	$278.29	—	TOTAL STK MKT	922908769
SPY	STATE STR SPDR S&P 500 ETF T	14,246	$9.265M	1.0%	$251.03	—	TR UNIT	78462F103
CB	CHUBB LTD SWITZ	25,932	$8.452M	0.9%	$197.30	+60.3%	COM	H1467J104
VBR	VANGUARD INDEX FDS	33,588	$7.297M	0.8%	$147.33	—	SM CP VAL ETF	922908611
DIS	DISNEY WALT CO	75,488	$7.276M	0.8%	$98.74	+10.8%	COM	254687106
SCHX	SCHWAB STRATEGIC TR	260,719	$6.685M	0.7%	$33.22	—	US LRG CAP ETF	808524201
IEZ	ISHARES TR	173,721	$5.029M	0.5%	$11.94	—	US OIL EQ&SV ETF	464288844
HD	HOME DEPOT INC	15,002	$4.934M	0.5%	$65.42	+476.3%	COM	437076102
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,142	$4.86M	0.5%	$256.80	+92.2%	CL B NEW	084670702
SLB	SLB LIMITED	89,785	$4.614M	0.5%	$39.67	+21.8%	COM STK	806857108
JPM	JPMORGAN CHASE & CO	14,825	$4.361M	0.5%	$71.01	+338.5%	COM	46625H100
VT	VANGUARD INTL EQUITY INDEX F	31,472	$4.353M	0.5%	$51.51	—	TT WRLD ST ETF	922042742
VEA	VANGUARD TAX-MANAGED FDS	66,360	$4.252M	0.5%	$40.51	—	VAN FTSE DEV MKT	921943858
JNJ	JOHNSON & JOHNSON	16,793	$4.105M	0.4%	$67.27	+238.7%	COM	478160104
CVX	CHEVRON CORPORATION	15,798	$3.269M	0.4%	$73.32	+134.4%	COM	166764100
XLK	SELECT SECTOR SPDR TR	24,385	$3.241M	0.3%	$114.95	—	STATE STREET TEC	81369Y803
BLK	BLACKROCK INC	3,317	$3.19M	0.3%	$991.05	+10.7%	COM	09290D101
CEG	CONSTELLATION ENERGY CORP	10,927	$3.051M	0.3%	$59.22	+408.6%	COM	21037T109
CL	COLGATE PALMOLIVE CO	32,750	$2.791M	0.3%	$55.22	+60.7%	COM	194162103
ADP	AUTOMATIC DATA PROCESSING IN	12,701	$2.581M	0.3%	$88.77	+171.3%	COM	053015103
LLY	ELI LILLY & CO	2,786	$2.562M	0.3%	$209.23	+400.4%	COM	532457108
MRK	MERCK & CO INC	19,008	$2.286M	0.2%	$41.55	+175.0%	COM	58933Y105
IEMG	ISHARES INC	32,662	$2.278M	0.2%	$50.90	—	CORE MSCI EMKT	46434G103
IXUS	ISHARES TR	25,641	$2.222M	0.2%	$50.91	—	CORE MSCI TOTAL	46432F834
CSCO	CISCO SYS INC	25,878	$2.008M	0.2%	$18.33	+325.1%	COM	17275R102
SCHB	SCHWAB STRATEGIC TR	79,668	$2M	0.2%	$35.36	—	US BRD MKT ETF	808524102
PG	PROCTER & GAMBLE CO	13,588	$1.963M	0.2%	$77.86	+94.9%	COM	742718109
ABBV	ABBVIE INC	7,454	$1.621M	0.2%	$39.19	+467.9%	COM	00287Y109
VOO	VANGUARD INDEX FDS	2,598	$1.552M	0.2%	$209.95	—	S&P 500 ETF SHS	922908363
QQQ	INVESCO QQQ TR	2,644	$1.526M	0.2%	$219.90	—	UNIT SER 1	46090E103
AMZN	AMAZON COM INC	6,656	$1.386M	0.1%	$185.67	+22.2%	COM	023135106
SBUX	STARBUCKS CORP	14,015	$1.256M	0.1%	$55.19	+69.6%	COM	855244109
PFE	PFIZER INC	44,347	$1.245M	0.1%	$21.45	+22.1%	COM	717081103
COST	COSTCO WHOLESALE CORPORATION	1,171	$1.167M	0.1%	$699.41	+37.8%	COM	22160K105
ADM	ARCHER DANIELS MIDLAND CO	15,139	$1.1M	0.1%	$30.48	+115.4%	COM	039483102
NVDA	NVIDIA CORPORATION	6,290	$1.097M	0.1%	$123.51	+51.1%	COM	67066G104
UNH	UNITEDHEALTH GROUP INC	4,054	$1.097M	0.1%	$140.42	+119.8%	COM	91324P102
TSLA	TESLA INC	2,836	$1.054M	0.1%	$443.29	-3.9%	COM	88160R101
HSY	HERSHEY CO	4,943	$1.028M	0.1%	$178.38	+14.8%	COM	427866108
GE	GE AEROSPACE	3,513	$997K	0.1%	$63.90	+397.9%	COM NEW	369604301
WMT	WALMART INC	7,922	$985K	0.1%	$51.60	+136.5%	COM	931142103
XLI	SELECT SECTOR SPDR TR	5,975	$966K	0.1%	$70.98	—	STATE STREET IND	81369Y704
SCHD	SCHWAB STRATEGIC TR	30,205	$927K	0.1%	$33.66	—	US DIVIDEND EQ	808524797
WY	WEYERHAEUSER CO	37,481	$916K	0.1%	$20.44	+16.4%	COM NEW	962166104
XLC	SELECT SECTOR SPDR TR	7,999	$887K	0.1%	$112.02	—	STATE STREET COM	81369Y852
IWM	ISHARES TR	3,504	$869K	0.1%	$177.88	—	RUSSELL 2000 ETF	464287655
GLD	SPDR GOLD TR	1,993	$858K	0.1%	$191.17	—	GOLD SHS	78463V107
DE	DEERE & CO	1,500	$845K	0.1%	$105.19	+424.2%	COM	244199105
BAC	BANK AMERICA CORP	16,860	$822K	0.1%	$22.50	+138.6%	COM	060505104
GEV	GE VERNOVA INC	919	$802K	0.1%	$191.56	+284.7%	COM	36828A101
IVV	ISHARES TR	1,202	$785K	0.1%	$530.52	—	CORE S&P500 ETF	464287200
CAT	CATERPILLAR INC	1,063	$753K	0.1%	$280.46	+144.0%	COM	149123101
META	META PLATFORMS INC	1,298	$743K	0.1%	$536.99	+22.1%	CL A	30303M102
BSV	VANGUARD BD INDEX FDS	9,248	$725K	0.1%	$82.04	—	SHORT TRM BOND	921937827
GILD	GILEAD SCIENCES INC	4,950	$690K	0.1%	$51.77	+167.3%	COM	375558103
MCD	MCDONALDS CORP	2,198	$683K	0.1%	$225.87	+40.5%	COM	580135101
EPD	ENTERPRISE PRODS PARTNERS L	17,750	$672K	0.1%	$22.67	—	COM	293792107
PH	PARKER-HANNIFIN CORP	749	$671K	0.1%	$164.37	+482.7%	COM	701094104
LMT	LOCKHEED MARTIN CORP	1,018	$615K	0.1%	$219.54	+173.7%	COM	539830109
VTV	VANGUARD INDEX FDS	2,944	$578K	0.1%	$146.34	—	VALUE ETF	922908744
EXC	EXELON CORP	11,733	$575K	0.1%	$28.84	+56.5%	COM	30161N101
BX	BLACKSTONE INC	4,850	$558K	0.1%	$45.75	+207.9%	COM	09260D107
AMGN	AMGEN INC	1,572	$553K	0.1%	$131.82	+165.3%	COM	031162100
VLO	VALERO ENERGY CORP	2,200	$544K	0.1%	$85.31	+122.8%	COM	91913Y100
BMY	BRISTOL-MYERS SQUIBB CO	8,937	$542K	0.1%	$41.31	+39.0%	COM	110122108
WFC	WELLS FARGO & CO	6,694	$533K	0.1%	$37.76	+138.5%	COM	949746101
ABT	ABBOTT LABORATORIES	5,090	$523K	0.1%	$37.56	+207.3%	COM	002824100
WM	WASTE MGMT INC DEL	2,220	$510K	0.1%	$44.31	+410.2%	COM	94106L109
NFLX	NETFLIX INC.	5,212	$501K	0.1%	$103.33	-18.9%	COM	64110L106
VGT	VANGUARD WORLD FD	700	$488K	0.1%	$281.37	—	INF TECH ETF	92204A702
ETN	EATON CORP PLC	1,350	$483K	0.1%	$54.27	+551.6%	SHS	G29183103
KO	COCA COLA CO	6,118	$465K	0.1%	$31.64	+136.2%	COM	191216100
VHT	VANGUARD WORLD FD	1,663	$453K	0.0%	$282.20	—	HEALTH CAR ETF	92204A504
IBM	INTERNATIONAL BUSINESS MACHS	1,792	$434K	0.0%	$107.78	+163.4%	COM	459200101
IJH	ISHARES TR	5,528	$373K	0.0%	$88.31	—	CORE S&P MCP ETF	464287507
NOC	NORTHROP GRUMMAN CORP	545	$372K	0.0%	$348.21	+93.5%	COM	666807102
IWF	ISHARES TR	866	$369K	0.0%	$426.40	—	RUS 1000 GRW ETF	464287614
MPLX	MPLX LP	5,808	$331K	0.0%	$35.57	—	COM UNIT REP LTD	55336V100
VSNT	VERSANT MEDIA GROUP INC	8,824	$327K	0.0%	$32.14	0.0%	COM CL A	925283103
SMMD	ISHARES TR	3,885	$297K	0.0%	$49.82	—	RUSEL 2500 ETF	46435G268
DUK	DUKE ENERGY CORP NEW	2,249	$294K	0.0%	$64.92	+86.2%	COM NEW	26441C204
STT	STATE STR CORP	2,300	$291K	0.0%	$78.76	+65.4%	COM	857477103
ITW	ILLINOIS TOOL WKS INC	1,100	$286K	0.0%	$197.50	+38.3%	COM	452308109
SCHK	SCHWAB STRATEGIC TR	9,046	$283K	0.0%	$31.33	—	1000 INDEX ETF	808524722
EEM	ISHARES TR	4,867	$276K	0.0%	$54.71	—	MSCI EMG MKT ETF	464287234
AMP	AMERIPRISE FINL INC	600	$267K	0.0%	$525.10	-4.7%	COM	03076C106
VUG	VANGUARD INDEX FDS	582	$254K	0.0%	$383.93	—	GROWTH ETF	922908736
GD	GENERAL DYNAMICS CORP	729	$250K	0.0%	$272.45	+30.1%	COM	369550108
INTC	INTEL CORP	5,600	$247K	0.0%	$37.76	+23.0%	COM	458140100
VYM	VANGUARD WHITEHALL FDS	1,663	$246K	0.0%	$128.20	—	HIGH DIV YLD	921946406
AB	ALLIANCEBERNSTEIN HLDG L P	6,525	$244K	0.0%	$30.31	—	UNIT LTD PARTN	01881G106
CRWD	CROWDSTRIKE HLDGS INC	602	$235K	0.0%	$306.18	+40.8%	CL A	22788C105
WELL	WELLTOWER INC	1,172	$232K	0.0%	$163.41	+14.4%	COM	95040Q104
TT	TRANE TECHNOLOGIES PLC	545	$227K	0.0%	$392.99	+7.4%	SHS	G8994E103
MCHP	MICROCHIP TECHNOLOGY INC.	3,500	$226K	0.0%	$53.89	+40.6%	COM	595017104
SHW	SHERWIN WILLIAMS CO	700	$224K	0.0%	$366.99	-3.2%	COM	824348106
V	VISA INC	730	$221K	0.0%	$224.81	+46.4%	COM CL A	92826C839
NDSN	NORDSON CORP	775	$206K	0.0%	$277.17	0.0%	COM	655663102