Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHX	Schwab US Large-Cap ETF	95,830	$7.727M	6.7%	$76.76	—	ETF	808524201
AAPL	Apple Inc	53,000	$6.138M	5.3%	$94.34	+12.3%	COM	037833100
SCHF	Schwab International Equity ETF	186,810	$5.866M	5.1%	$33.40	—	ETF	808524805
ABT	Abbott Laboratories	50,630	$5.51M	4.8%	$75.30	+22.6%	COM	002824100
SCHM	Schwab US Mid-Cap ETF	91,405	$5.071M	4.4%	$59.40	—	ETF	808524508
MDY	SPDR S&P MidCap 400 ETF	13,739	$4.669M	4.0%	$376.85	—	ETF	78467Y107
SCHP	Schwab US TIPS ETF	72,913	$4.494M	3.9%	$56.68	—	ETF	808524870
ABBV	AbbVie Inc	45,642	$3.998M	3.5%	$64.63	+18.1%	COM	00287Y109
LDUR	PIMCO Enhanced Low Duration Active ETF	33,625	$3.436M	3.0%	$100.05	—	ETF	72201R718
EFA	iShares MSCI EAFE	53,296	$3.392M	2.9%	$69.37	—	ETF	464287465
MSFT	Microsoft Corp	14,631	$3.077M	2.7%	$139.23	+44.2%	COM	594918104
BOND	PIMCO Active Bond ETF	23,928	$2.69M	2.3%	$108.17	—	ETF	72201R775
SCHA	Schwab US Small-Cap ETF	38,462	$2.628M	2.3%	$75.51	—	ETF	808524607
SYK	Stryker Corp	11,615	$2.427M	2.1%	$193.95	-5.3%	COM	863667101
SCHE	Schwab Emerging Markets Equity ETF	81,945	$2.193M	1.9%	$27.27	—	ETF	808524706
SCHG	Schwab US Large-Cap Growth ETF	18,819	$2.167M	1.9%	$91.97	—	ETF	808524300
IVV	iShares Core S&P 500	6,299	$2.117M	1.8%	$322.45	—	ETF	464287200
IJH	iShares Core S&P Mid-Cap	11,112	$2.059M	1.8%	$205.80	—	ETF	464287507
IWM	iShares Russell 2000	13,016	$1.95M	1.7%	$165.39	—	ETF	464287655
GOOGL	Alphabet Inc A	1,284	$1.882M	1.6%	$64.02	+18.1%	CAP STK CL A	02079K305
PG	Procter & Gamble Co	13,362	$1.857M	1.6%	$105.24	+10.6%	COM	742718109
COST	Costco Wholesale Corp	5,101	$1.811M	1.6%	$271.52	+13.8%	COM	22160K105
META	Facebook Inc A	6,672	$1.747M	1.5%	$192.35	+33.1%	CL A	30303M102
JPST	JPMorgan Ultra-Short Income ETF	34,187	$1.737M	1.5%	$50.27	—	ETF	46641Q837
JPM	JPMorgan Chase & Co	16,586	$1.597M	1.4%	$108.17	-21.0%	COM	46625H100
SCHV	Schwab US Large-Cap Value ETF	30,400	$1.587M	1.4%	$57.73	—	ETF	808524409
MCD	McDonald's Corp	7,095	$1.557M	1.3%	$171.93	+5.5%	COM	580135101
CRM	Salesforce.com Inc	5,670	$1.425M	1.2%	$154.88	+39.6%	COM	79466L302
TJX	TJX Companies Inc	23,842	$1.327M	1.1%	$54.60	-8.3%	COM	872540109
GNMA	iShares GNMA Bond ETF	25,807	$1.319M	1.1%	$50.82	—	ETF	46429B333
DHR	Danaher Corp	5,853	$1.261M	1.1%	$122.98	+41.2%	COM	235851102
ORCL	Oracle Corp	20,935	$1.25M	1.1%	$50.44	+4.6%	COM	68389X105
JNJ	Johnson & Johnson	8,201	$1.221M	1.1%	$114.10	+11.3%	COM	478160104
TSLA	Tesla Motors Inc	2,795	$1.199M	1.0%	$98.97	+19.3%	COM	88160R101
NKE	Nike Inc B	8,365	$1.052M	0.9%	$86.79	+14.8%	CL B	654106103
INTC	Intel Corp	17,690	$916K	0.8%	$49.30	-5.6%	COM	458140100
IJR	iShares Core S&P Small-Cap	12,393	$870K	0.8%	$83.86	—	ETF	464287804
CVX	Chevron Corp	11,343	$817K	0.7%	$87.95	-24.4%	COM	166764100
—	Level One Bancorp Inc	51,348	$804K	0.7%	$25.20	—	COM	52730D208
PEP	PepsiCo Inc	5,638	$781K	0.7%	$112.78	+2.1%	COM	713448108
MMM	3M Co	4,516	$723K	0.6%	$105.29	+4.8%	COM	88579Y101
CAT	Caterpillar Inc	4,500	$671K	0.6%	$123.01	+3.1%	COM	149123101
KO	Coca-Cola Co	13,208	$657K	0.6%	$44.38	-8.1%	COM	191216100
XOM	Exxon Mobil Corp	18,193	$625K	0.5%	$52.07	-37.9%	COM	30231G102
AMGN	Amgen Inc	2,405	$611K	0.5%	$182.69	+14.7%	COM	031162100
IBM	International Business Machines Corp	4,983	$606K	0.5%	$99.08	-5.3%	COM	459200101
MCHP	Microchip Technology Inc	5,450	$560K	0.5%	$42.98	+9.0%	COM	595017104
CSCO	Cisco Systems Inc	14,051	$553K	0.5%	$38.48	-3.7%	COM	17275R102
DIS	Walt Disney Co	4,348	$539K	0.5%	$135.41	-9.8%	COM DISNEY	254687106
LOW	Lowe's Companies Inc	3,027	$502K	0.4%	$102.36	+36.6%	COM	548661107
GOOG	Alphabet Inc C	337	$495K	0.4%	$64.05	+18.2%	CAP STK CL C	02079K107
ADBE	Adobe Systems Inc	961	$471K	0.4%	$300.91	+54.6%	COM	00724F101
MAS	Masco Corp	8,450	$466K	0.4%	$41.05	+24.3%	COM	574599106
SCHW	Charles Schwab Corp	12,841	$465K	0.4%	$40.22	-19.4%	COM	808513105
HD	The Home Depot Inc	1,585	$440K	0.4%	$194.99	+21.9%	COM	437076102
MRK	Merck & Co Inc	5,201	$435K	0.4%	$66.67	-1.1%	COM	58933Y105
SUSB	iShares ESG 1-5 Year USD Corp Bd ETF	16,199	$423K	0.4%	$25.36	—	ETF	46435G243
PFE	Pfizer Inc	11,309	$415K	0.4%	$26.71	+1.5%	COM	717081103
IWF	iShares Russell 1000 Growth	1,838	$399K	0.3%	$175.78	—	ETF	464287614
NSC	Norfolk Southern Corp	1,810	$387K	0.3%	$165.56	+8.7%	COM	655844108
AMZN	Amazon.com Inc	114	$359K	0.3%	$120.78	+30.5%	COM	023135106
UNP	Union Pacific Corp	1,803	$355K	0.3%	$149.35	+10.4%	COM	907818108
T	AT&T Inc	10,272	$293K	0.3%	$18.86	-17.5%	COM	00206R102
SCHJ	Schwab 1-5 Year Corporate Bond ETF	5,600	$288K	0.2%	$49.16	—	ETF	808524714
GD	General Dynamics Corp	1,975	$273K	0.2%	$155.87	-15.9%	COM	369550108
DTE	DTE Energy Co	2,323	$270K	0.2%	$87.47	-6.8%	COM	233331107
PGR	Progressive Corp	2,850	$270K	0.2%	$59.30	+29.0%	COM	743315103
SHY	iShares 1-3 Year Treasury Bond	2,966	$257K	0.2%	$86.65	—	ETF	464287457
SYY	Sysco Corp	4,100	$255K	0.2%	$68.51	-26.4%	COM	871829107
ISTB	iShares Core 1-5 Year USD Bond ETF	4,810	$248K	0.2%	$50.52	—	ETF	46432F859
GIS	General Mills Inc	3,985	$246K	0.2%	$43.30	+20.4%	COM	370334104
EAGG	iShares ESG U.S. Aggregate Bond ETF	4,346	$245K	0.2%	$55.45	—	ETF	46435U549
LLY	Eli Lilly and Co	1,507	$223K	0.2%	$144.01	+1.2%	COM	532457108
IWD	iShares Russell 1000 Value	1,850	$219K	0.2%	$112.82	—	ETF	464287598
BMY	Bristol-Myers Squibb Company	3,630	$219K	0.2%	$45.19	+7.5%	COM	110122108
QQQ	Invesco QQQ Trust	786	$219K	0.2%	$278.63	—	UNIT SER 1	46090E103
DE	Deere & Co	951	$211K	0.2%	$179.78	0.0%	COM	244199105
ONB	Old National Bancorp	16,711	$210K	0.2%	$17.95	-23.5%	COM	680033107
BIIB	Biogen Inc	730	$207K	0.2%	$278.91	0.0%	COM	09062X103
IVW	iShares S&P 500 Growth	893	$206K	0.2%	$230.68	—	ETF	464287309
EW	Edwards Lifesciences Corp	2,550	$204K	0.2%	$78.03	0.0%	COM	28176E108
TMO	Thermo Fisher Scientific Inc	335	$148K	0.1%	$407.40	0.0%	COM	883556102
—	Marathon Oil Corp	15,987	$65,000	0.1%	$3.78	—	COM	565849106