Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TRUST	127,851	$71.52M	9.0%	$181.14	—	COM	78462F103
IJH	ISHARES CORE S&P MID-CAP ETF	705,870	$41.19M	5.2%	$91.22	—	COM	464287507
VGSH	VANGUARD SHORT-TERM TREASURY E	665,744	$39.07M	4.9%	$59.23	—	COM	92206C102
SPTS	SPDR PORTFOLIO SHORT TERM TREA	1,299,402	$37.99M	4.8%	$29.05	—	COM	78468R101
VGIT	VANGUARD INTERMEDIATE-TERM TRE	626,132	$37.19M	4.7%	$59.09	—	COM	92206C706
MDY	SPDR S&P MIDCAP 400 ETF TRUST	69,301	$36.97M	4.7%	$233.60	—	COM	78467Y107
SPTI	SPDR PORTFOLIO INTERMEDIATE TE	1,281,396	$36.62M	4.6%	$28.43	—	COM	78464A672
IVV	ISHARES CORE S&P 500 ETF	64,638	$36.32M	4.6%	$430.54	—	COM	464287200
IEFA	ISHARES CORE MSCI EAFE ETF	305,797	$23.13M	2.9%	$71.28	—	COM	46432F842
VWO	VANGUARD FTSE EMERGING MARKETS	442,522	$20.03M	2.5%	$40.34	—	COM	922042858
EFA	ISHARES MSCI EAFE ETF	243,289	$19.88M	2.5%	$60.55	—	COM	464287465
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	182,440	$18.88M	2.4%	$98.88	—	COM	46429B747
VTIP	VANGUARD SHORT-TERM INFLATION-	369,924	$18.46M	2.3%	$49.53	—	COM	922020805
IEF	ISHARES 7-10 YEAR TREASURY BON	190,471	$18.17M	2.3%	$96.12	—	COM	464287440
GNMA	ISHARES GNMA BOND ETF	371,239	$16.3M	2.1%	$43.02	—	COM	46429B333
VTI	VANGUARD TOTAL STOCK MARKET ET	56,576	$15.55M	2.0%	$87.89	—	COM	922908769
IWM	ISHARES RUSSELL 2000 ETF	76,573	$15.28M	1.9%	$133.33	—	COM	464287655
VEA	VANGUARD FTSE DEVELOPED MARKET	299,638	$15.23M	1.9%	$41.25	—	COM	921943858
MSFT	MICROSOFT CORP	36,172	$13.58M	1.7%	$45.51	+790.0%	COM	594918104
IEMG	ISHARES CORE MSCI EMERGING MAR	245,150	$13.23M	1.7%	$53.24	—	COM	46434G103
VSS	VANGUARD FTSE ALL-WORLD EX-US	112,679	$13.03M	1.6%	$108.93	—	COM	922042718
CRWD	CROWDSTRIKE HOLDINGS INC CL A	28,084	$9.902M	1.2%	$299.14	+27.4%	COM	22788C105
IBM	INTL BUSINESS MACHINES	38,139	$9.484M	1.2%	$108.65	+120.3%	COM	459200101
CHKP	CHECK POINT SOFTWARE TECH LTD	39,725	$9.054M	1.1%	$100.05	+111.8%	COM	M22465104
HUBB	HUBBELL INC	26,717	$8.841M	1.1%	$188.62	+102.8%	COM	443510607
PANW	PALO ALTO NETWORKS INC	50,096	$8.548M	1.1%	$137.49	+34.5%	COM	697435105
AAPL	APPLE INC	37,515	$8.333M	1.0%	$87.62	+163.4%	COM	037833100
ROK	ROCKWELL AUTOMATION INC	30,821	$7.964M	1.0%	$151.66	+81.0%	COM	773903109
EEM	ISHARES MSCI EMERGING MARKETS	177,325	$7.749M	1.0%	$39.12	—	COM	464287234
BK	BANK NEW YORK MELLON CORP	89,238	$7.484M	0.9%	$31.26	+164.1%	COM	064058100
AMGN	AMGEN INC	23,876	$7.439M	0.9%	$129.44	+121.9%	COM	031162100
CHD	CHURCH & DWIGHT CO INC	67,161	$7.394M	0.9%	$48.24	+119.4%	COM	171340102
EWJ	ISHARES MSCI JAPAN ETF	107,267	$7.354M	0.9%	$68.42	—	COM	46434G822
FDX	FEDEX CORP	28,660	$6.987M	0.9%	$160.26	+58.2%	COM	31428X106
TXN	TEXAS INSTRUMENTS INC	38,334	$6.889M	0.9%	$58.18	+213.2%	COM	882508104
DGS	WISDOMTREE EMERGING MARKETS SM	133,716	$6.46M	0.8%	$48.14	—	COM	97717W281
—	UNILEVER PLC SP ADR NEW	107,840	$6.422M	0.8%	$57.64	—	COM	904767704
MELI	MERCADOLIBRE INC	3,097	$6.042M	0.8%	$1388.87	+42.9%	COM	58733R102
NSC	NORFOLK SOUTHERN CORP	24,731	$5.858M	0.7%	$90.52	+164.4%	COM	655844108
BILS	SPDR BLOOMBERG 3-12 MONTH T-BI	55,382	$5.51M	0.7%	$99.20	—	COM	78468R523
XYL	XYLEM INC	45,709	$5.46M	0.7%	$99.71	+23.0%	COM	98419M100
HSY	HERSHEY CO	29,654	$5.072M	0.6%	$110.15	+44.6%	COM	427866108
MKC	MCCORMICK & CO INC NON VTG	52,593	$4.329M	0.5%	$67.37	+13.4%	COM	579780206
FMX	FOMENTO ECONOMICO MEXICANO SAB	39,369	$3.842M	0.5%	$83.01	—	COM	344419106
VEU	VANGUARD FTSE ALL-WORLD EX-US	61,746	$3.746M	0.5%	$45.90	—	COM	922042775
ETN	EATON CORP PLC	13,177	$3.582M	0.5%	$157.58	+95.8%	COM	G29183103
SGOV	ISHARES 0-3 MONTH TREASURY BON	31,708	$3.192M	0.4%	$100.70	—	COM	46436E718
CB	CHUBB LIMITED	10,043	$3.033M	0.4%	$129.19	+113.8%	COM	H1467J104
IBTH	ISHARES IBONDS DEC 2027 TERM T	106,655	$2.391M	0.3%	$22.22	—	COM	46436E841
BRK/B	BERKSHIRE HATHAWAY INC CL B NE	4,435	$2.362M	0.3%	$209.05	+132.6%	COM	084670702
IBTG	ISHARES IBONDS DEC 2026 TERM T	101,288	$2.324M	0.3%	$22.78	—	COM	46436E858
—	ISHARES IBONDS DEC 2025 TERM T	99,363	$2.322M	0.3%	$23.28	—	COM	46436E866
—	GLOBAL X GENOMICS & BIOTECHNOL	270,093	$2.147M	0.3%	$12.04	—	COM	37954Y434
AMZN	AMAZON.COM INC	11,132	$2.118M	0.3%	$131.90	+64.5%	COM	023135106
VOO	VANGUARD S&P 500 ETF	3,927	$2.018M	0.3%	$312.88	—	COM	922908363
IWV	ISHARES RUSSELL 3000 ETF	5,275	$1.676M	0.2%	$267.61	—	COM	464287689
IJR	ISHARES CORE S&P SMALL CAP ETF	15,791	$1.651M	0.2%	$90.67	—	COM	464287804
BRK/A	BERKSHIRE HATHAWAY INC CL A	2	$1.597M	0.2%	$309925.88	+135.3%	COM	084670108
NFLX	NETFLIX INC	1,618	$1.509M	0.2%	$44.11	+115.6%	COM	64110L106
BDX	BECTON DICKINSON & CO	6,161	$1.411M	0.2%	$136.37	+66.7%	COM	075887109
MCD	MCDONALDS CORP	4,395	$1.373M	0.2%	$88.04	+232.7%	COM	580135101
ESGD	ISHARES ESG AWARE MSCI EAFE ET	16,600	$1.356M	0.2%	$75.86	—	COM	46435G516
VO	VANGUARD MID-CAP ETF	4,929	$1.275M	0.2%	$163.91	—	COM	922908629
XOM	EXXON MOBILE CORP	10,211	$1.214M	0.2%	$71.71	+49.5%	COM	30231G102
MRK	MERCK & CO INC	12,982	$1.165M	0.1%	$96.81	-6.9%	COM	58933Y105
PG	PROCTER AND GAMBLE CO	6,597	$1.124M	0.1%	$66.32	+147.2%	COM	742718109
SUSA	ISHARES MSCI USA ESG SELECT ET	9,780	$1.123M	0.1%	$79.14	—	COM	464288802
SHEL	SHELL PLC SPON ADS	15,295	$1.121M	0.1%	$54.93	—	COM	780259305
JNJ	JOHNSON & JOHNSON	6,591	$1.093M	0.1%	$85.17	+79.0%	COM	478160104
SHW	SHERWIN WILLIAMS CO	3,069	$1.072M	0.1%	$198.17	+75.7%	COM	824348106
JPM	JPMORGAN CHASE & CO	3,875	$951K	0.1%	$69.40	+261.6%	COM	46625H100
USB	US BANCORP DEL	20,950	$885K	0.1%	$24.24	+82.3%	COM	902973304
IDXX	IDEXX LABORATORIES INC	1,863	$782K	0.1%	$174.39	+149.0%	COM	45168D104
GOOGL	ALPHABET INC CAP STOCK CL A	4,825	$746K	0.1%	$134.69	+34.2%	COM	02079K305
HON	HONEYWELL INTL INC	3,453	$731K	0.1%	$79.44	+149.8%	COM	438516106
ESML	ISHARES ESG AWARE MSCI USA SMA	16,895	$649K	0.1%	$38.01	—	COM	46435U663
FITB	FIFTH THIRD BANCORP	16,274	$638K	0.1%	$12.01	+238.8%	COM	316773100
DVY	ISHARES SELECT DIVIDEND ETF	4,750	$638K	0.1%	$66.81	—	COM	464287168
LLY	ELI LILLY & CO	744	$614K	0.1%	$209.14	+295.3%	COM	532457108
MMM	3M CO	4,064	$597K	0.1%	$67.37	+114.6%	COM	88579Y101
GOOG	ALPHABET INC CAP STOCK CL C	3,774	$590K	0.1%	$137.46	+32.7%	COM	02079K107
OEF	ISHARES S&P 100 ETF	2,166	$587K	0.1%	$86.59	—	COM	464287101
CTAS	CINTAS CORP	2,760	$567K	0.1%	$161.38	+22.6%	COM	172908105
XJH	ISHARES ESG SCREENED S&P MID-C	13,380	$523K	0.1%	$41.08	—	COM	46436E551
ADI	ANALOG DEVICES INC	2,565	$517K	0.1%	$179.85	+18.4%	COM	032654105
EMR	EMERSON ELECTRIC CO	4,602	$505K	0.1%	$44.61	+166.3%	COM	291011104
GE	GENERAL ELECTRIC CO NEW	2,426	$486K	0.1%	$64.81	+202.0%	COM	369604301
ATNI	ATN INTL INC	23,787	$483K	0.1%	$28.01	-39.6%	COM	00215F107
ESGE	ISHARES ESG AWARE MSCI EM ETF	12,910	$451K	0.1%	$32.16	—	COM	46434G863
IWF	ISHARES RUSSELL 1000 GROWTH ET	1,249	$451K	0.1%	$375.31	—	COM	464287614
INTC	INTEL CORP	19,414	$441K	0.1%	$36.88	-40.7%	COM	458140100
GIS	GENERAL MILLS INC	7,204	$431K	0.1%	$35.15	+64.9%	COM	370334104
IWC	ISHARES MICRO-CAP ETF	3,875	$430K	0.1%	$61.70	—	COM	464288869
—	KELLANOVA	4,992	$412K	0.1%	$40.29	+98.6%	COM	487836108
EPI	WISDOMTREE INDIA EARNINGS FUND	9,380	$410K	0.1%	$41.00	—	COM	97717W422
ORCL	ORACLE CORP	2,875	$402K	0.1%	$76.47	+111.3%	COM	68389X105
TSM	TAIWAN SEMICONDUCTOR MFG LTD S	2,400	$398K	0.1%	$61.80	—	COM	874039100
UNM	UNUM GROUP	4,723	$385K	0.0%	$54.30	+42.0%	COM	91529Y106
MATX	MATSON INC	2,971	$381K	0.0%	$66.28	+104.1%	COM	57686G105
CSL	CARLISLE COS INC	1,075	$366K	0.0%	$294.97	+19.9%	COM	142339100
HD	HOME DEPOT INC	994	$364K	0.0%	$195.04	+95.2%	COM	437076102
PM	PHILIP MORRIS INTL INC	2,265	$360K	0.0%	$48.36	+183.3%	COM	718172109
SONY	SONY GROUP CORP SP ADR	13,735	$349K	0.0%	$36.98	—	COM	835699307
EMXC	ISHARES MSCI EMERGING MARKETS	6,025	$332K	0.0%	$46.01	—	COM	46434G764
JUST	GOLDMAN SACHS JUST U.S. LARGE	4,170	$332K	0.0%	$66.19	—	COM	381430396
ACWI	ISHARES MSCI ACWI ETF	2,726	$317K	0.0%	$101.08	—	COM	464288257
IVW	ISHARES S&P 500 GROWTH ETF	3,395	$315K	0.0%	$99.65	—	COM	464287309
VOTE	TCW TRANSFORM 500 ETF	4,675	$306K	0.0%	$42.74	—	COM	29287L106
BMY	BRISTOL-MYERS SQUIBB CO	4,991	$304K	0.0%	$33.57	+65.3%	COM	110122108
ROP	ROPER TECHNOLOGIES INC	509	$300K	0.0%	$516.16	+8.0%	COM	776696106
COST	COSTCO WHOLESALE CORP	301	$285K	0.0%	$418.22	+132.1%	COM	22160K105
VTWV	VANGUARD RUSSELL 2000 VALUE ET	2,100	$279K	0.0%	$87.21	—	COM	92206C649
IJJ	ISHARES S&P MID-CAP 400 VALUE	2,312	$277K	0.0%	$114.04	—	COM	464287705
DOV	DOVER CORP	1,545	$271K	0.0%	$113.33	+67.9%	COM	260003108
VUG	VANGUARD GROWTH ETF	725	$269K	0.0%	$290.81	—	COM	922908736
ABT	ABBOTT LABORATORIES	2,011	$267K	0.0%	$107.98	+16.2%	COM	002824100
GLD	SPDR GOLD SHARES	912	$263K	0.0%	$288.14	—	COM	78463V107
VTV	VANGUARD VALUE ETF	1,500	$259K	0.0%	$119.15	—	COM	922908744
SPGI	S&P GLOBAL INC	490	$249K	0.0%	$423.77	+19.8%	COM	78409V104
NEE	NEXTERA ENERGY INC	3,507	$249K	0.0%	$54.04	+27.1%	COM	65339F101
APO	APOLLO GLOBAL MGMT INC	1,800	$246K	0.0%	$102.73	+47.8%	COM	03769M106
V	VISA INC CL A	700	$245K	0.0%	$299.41	+12.3%	COM	92826C839
WAT	WATERS CORP	657	$242K	0.0%	$285.91	+35.4%	COM	941848103
IWP	ISHARES RUSSELL MID-CAP GROWTH	2,026	$238K	0.0%	$104.46	—	COM	464287481
AMAT	APPLIED MATERIALS INC	1,631	$237K	0.0%	$122.61	+35.9%	COM	038222105
TMO	THERMO FISHER SCIENTIFIC INC	466	$232K	0.0%	$289.92	+86.2%	COM	883556102
IVE	ISHARES S&P 500 VALUE ETF	1,189	$227K	0.0%	$173.89	—	COM	464287408
GEV	GE VERNOVA INC	705	$215K	0.0%	$311.89	+11.6%	COM	36828A101
QCOM	QUALCOMM INC	1,363	$209K	0.0%	$122.21	+30.7%	COM	747525103
ENTA	ENANTA PHARMACEUTICALS INC	33,185	$183K	0.0%	$10.43	-40.8%	COM	29251M106