| Simon Property Group Inc | 10 602 | 2 M $ | |
| Broadcom Inc | 6 333 | 2 M $ | |
| Vanguard Small-Cap ETF | 7 456 | 2 M $ | |
| Union Pacific Corp | 7 676 | 1,9 M $ | |
| Bank of America Corp | 38 148 | 1,9 M $ | |
| iShares Trust | 86 261 | 1,8 M $ | |
| Brinker International Inc | 12 146 | 1,7 M $ | |
| Pfizer Inc | 61 150 | 1,7 M $ | |
| Vanguard FTSE Developed Markets ETF | 26 000 | 1,7 M $ | |
| Intel Corp | 36 994 | 1,6 M $ | |
| Paychex Inc | 17 670 | 1,6 M $ | |
| Cintas Corp | 9 509 | 1,6 M $ | |
| Gilead Sciences Inc | 11 378 | 1,6 M $ | |
| Vistance Networks Inc | 82 700 | 1,5 M $ | |
| Sysco Corp | 20 740 | 1,5 M $ | |
| Hershey Co/The | 7 096 | 1,5 M $ | |
| Service Corp International/US | 17 814 | 1,5 M $ | |
| Invesco QQQ Trust Series 1 | 2 528 | 1,5 M $ | |
| GE HealthCare Technologies Inc | 20 131 | 1,4 M $ | |
| Corning Inc | 10 381 | 1,4 M $ | |
| Alnylam Pharmaceuticals Inc | 4 234 | 1,4 M $ | |
| iShares Trust | 13 470 | 1,4 M $ | |
| iShares Core U.S. Aggregate Bond ETF | 13 832 | 1,4 M $ | |
| Bristol-Myers Squibb Co | 22 526 | 1,4 M $ | |
| SELECT SECTOR SPDR TRUST (THE) | 9 667 | 1,3 M $ | |
| Cigna Group/The | 4 586 | 1,2 M $ | |
| Shell PLC | 13 149 | 1,2 M $ | |
| Air Products and Chemicals Inc | 4 195 | 1,2 M $ | |
| Amgen Inc | 3 296 | 1,2 M $ | |
| iShares Core S&P Small-Cap ETF | 9 318 | 1,2 M $ | |
| iShares Core S&P Mid-Cap ETF | 15 865 | 1,1 M $ | |
| Masco Corp | 16 771 | 1 M $ | |
| Crowdstrike Holdings Inc | 2 579 | 1 M $ | |
| Coupang Inc | 52 040 | 982,5 k $ | |
| Applied Materials Inc | 2 812 | 961,1 k $ | |
| NextEra Energy Inc | 10 280 | 954,8 k $ | |
| iShares Trust | 11 949 | 950,7 k $ | |
| Waste Management Inc | 4 106 | 943,5 k $ | |
| Vanguard Value ETF | 4 692 | 920,6 k $ | |
| L3Harris Technologies Inc | 2 648 | 914 k $ | |
| 3M Co | 6 257 | 908,7 k $ | |
| CSX Corp | 21 887 | 898,5 k $ | |
| Phillips 66 | 4 874 | 888 k $ | |
| Vertex Pharmaceuticals Inc | 1 975 | 881,9 k $ | |
| SoFi Technologies Inc | 53 347 | 847,2 k $ | |
| Oracle Corp | 5 642 | 830 k $ | |
| Analog Devices Inc | 2 557 | 813,5 k $ | |
| Blackrock Inc | 840 | 807,8 k $ | |
| Equifax Inc | 4 470 | 804,9 k $ | |
| Tesla Inc | 2 152 | 800 k $ | |
| Deere & Co | 1 400 | 790,9 k $ | |
| CACI International Inc | 1 400 | 761,4 k $ | |
| Starbucks Corp | 8 460 | 757,9 k $ | |
| Altria Group, Inc. | 11 303 | 757,9 k $ | |
| Honeywell International Inc | 3 280 | 741,4 k $ | |
| FedEx Corp | 2 024 | 723,8 k $ | |
| Weyerhaeuser Co | 29 458 | 719,7 k $ | |
| Salesforce Inc | 3 716 | 693,7 k $ | |
| VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 3 212 | 690,8 k $ | |
| iShares ESG Aware MSCI EM ETF | 15 092 | 686,2 k $ | |
| American Express Co | 2 205 | 667 k $ | |
| Darden Restaurants Inc | 3 400 | 666,5 k $ | |
| State Street SPDR S&P MidCap 400 ETF Trust | 1 077 | 665,9 k $ | |
| Yum! Brands Inc | 4 227 | 657,2 k $ | |
| Norfolk Southern Corp | 2 277 | 653,5 k $ | |
| Verizon Communications Inc | 12 433 | 624,1 k $ | |
| Grayscale Bitcoin Trust ETF | 11 600 | 612 k $ | |
| Eastern Bankshares Inc | 31 270 | 611,6 k $ | |
| Lowe's Cos Inc | 2 543 | 601 k $ | |
| Fiserv Inc | 10 583 | 590,5 k $ | |
| Becton Dickinson & Co | 3 640 | 572,3 k $ | |
| Philip Morris International Inc. | 3 382 | 564,2 k $ | |
| iShares MSCI EAFE ETF | 5 781 | 561,5 k $ | |
| Fortinet Inc | 6 800 | 555,7 k $ | |
| Palo Alto Networks Inc | 3 459 | 554,5 k $ | |
| Corteva Inc | 6 290 | 526,5 k $ | |
| General Mills, Inc. | 14 048 | 522,9 k $ | |
| Texas Instruments Inc | 2 674 | 519,1 k $ | |
| Kimberly-Clark Corp | 5 295 | 518 k $ | |
| Church & Dwight Co Inc | 5 441 | 507,8 k $ | |
| iShares Russell 2000 ETF | 2 044 | 506,9 k $ | |
| VanEck Gold Miners ETF/USA | 5 468 | 501,8 k $ | |
| Cummins Inc | 910 | 489,6 k $ | |
| Walt Disney Co/The | 4 950 | 477,1 k $ | |
| ASML Holding NV | 360 | 475,5 k $ | |
| Schwab US Dividend Equity ETF | 15 326 | 470,2 k $ | |
| Moody's Corp | 1 045 | 455,9 k $ | |
| Travelers Cos Inc/The | 1 509 | 440,1 k $ | |
| NIKE Inc | 8 250 | 438,8 k $ | |
| Micron Technology Inc | 1 297 | 438,4 k $ | |
| United Parcel Service Inc | 4 359 | 428,8 k $ | |
| Adobe Inc | 1 763 | 428,6 k $ | |
| Iron Mountain Inc | 4 147 | 425,1 k $ | |
| KLA Corp | 288 | 424,1 k $ | |
| Palantir Technologies Inc | 2 850 | 416,9 k $ | |
| Qnity Electronics Inc | 3 604 | 415,8 k $ | |
| Comcast Corp | 14 318 | 411,1 k $ | |
| Ross Stores Inc | 1 896 | 410,7 k $ | |
| Vanguard Extended Market ETF | 1 991 | 409,7 k $ | |
| Cboe Global Markets Inc | 1 449 | 407,3 k $ | |