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0. 247594 250000 AFLAC INC 35588 49401 ALLY FINANCIAL INC 57827 61051 ALPHABET INC CL A 251402 565591 AMERICAN WATER WORKS COMPANY I 54559 54941 AMGEN INC 580753 682769 APPLE INC 328797 458628 ARES MANAGEMENT CORPORATION 79959 83563 ASML HOLDING NV NY REG SHS 94014 133733 ASTRAZENECA PLC SP ADR 109341 140929 AUTOZONE INC 71188 74613 BANK OF AMERICA CORP 103159 163405 BLACKROCK ETF TRUST II FLEXIBL 390207 392345 BLACKROCK U.S. EQUITY FACTOR R 818541 991385 BOOKING HOLDINGS INC 115347 123173 BOSTON SCIENTIFIC 84667 79141 BRIGHT HORIZONS FAMILY SOLUTIO 68968 75644 CADENCE DESIGN SYSTEMS INC 79404 86585 CHIPOTLE MEX GRILL 82119 65157 CMS ENERGY CP 46111 44545 COMMUNICATION SVCS SLCT SCTR S 274561 399777 COSTCO WHOLESALE CORPORATION 88518 122452 DECKERS OUTDOOR CORPORATION 73054 71221 EATON CORP PLC 51907 81220 ECOLAB INC 86889 120759 ENCOMPASS HEALTH CORPORATION 82591 86716 EQUINIX, INC 84343 78914 FERGUSON PLC 62483 70351 FIFTH THIRD BANCORP 75922 88424 FINANCIAL SELECT SECTOR SPDR F 414977 541840 FIRST SOLAR INC 52188 72361 GALLAGHER ARTHUR J & CO 46326 39854 GLOBAL X US INFRASTRUCTURE DEV 468570 578498 GOLDMAN SACHS S&P 500 PREMIUM 725204 791472 HOME DEPOT INC 84764 91187 HUNT J B 73345 78125 INTERCONTINENTAL EXCHANGE, INC 94080 92317 INTUIT 124687 126522 INVESCO QQQ TRUST 799845 1179475 ISHARES 0 5 YEAR HIGH YIELD CO 192769 195273 ISHARES 0-3 MONTH TREASURY 605709 604890 ISHARES BARCLAYS 3-7 YEAR TREA 964911 983802 ISHARES BARCLAYS MBS BOND FUND 234100 240145 ISHARES DOW JONES US REAL ESTA 202645 202521 ISHARES GOLD TR 464667 608613 ISHARES IBOXX $ INVESTMENT GRA 396276 398227 ISHARES JP MORGAN USD EM MKTS 306726 330433 ISHARES LEHMAN INTERMDTE CREDI 465658 481579 ISHARES MSCI EMERGING MARKETS 465366 524103 ISHARES MSCI USA MIN VOLATILIT 588021 672020 ISHARES MSCI USA MOMENTUM FACT 402022 555688 ISHARES MSCI USA QUALITY FACTO 843094 943445 ISHARES S&P 1500 INDEX FD 761245 976299 ISHARES S&P GSTI SOF 271925 344866 ISHARES TR S & P MIDCAP 400 IN 683554 729960 ISHARES TRUST RUSSELL 1000 GRO 1138436 1617265 ISHARES TRUST RUSSELL 1000 VAL 1522356 1872235 ISHARES US INSURANCE 336050 335474 JONES LANG LASALLE 49137 84118 JPMORGAN EXCHANGE TRADED BETAB 198388 198184 KBW INSURANCE ETF 198680 243247 LAMB WESTON HOLDINGS INC 86346 40005 LINDE PLC COM 89997 99775 LPL FINANCIAL HOLDINGS INC 65598 98579 LULULEMON ATHLETICA INC 69109 38653 MASTERCARD INC 163770 225498 MATERIALS SELECT SECTOR SPDR 535216 537125 MCCORMICK & CO 75123 63615 MERCADOLIBRE, INC 73673 68485 MICROSOFT CORP 398394 548425 NETFLIX INC 79462 122826 NEXTERA ENERGY, INC 36706 45278 NOVO NORDISK A S 53075 33021 NVENT ELECTRIC PLC 50599 72705 NVIDIA CORP 274935 668230 NXP SEMICONDUCTORS 96113 107662 ORMAT TECHNOLOGIES 49540 60427 PALO ALTO NETWORKS INC 81563 113651 PAYLOCITY CORP 90239 68015 PIMCO ENHANCED SHORT MATURITY 122129 122114 PIMCO TOTAL RETURN ETF 236588 238564 PNC FINANCIAL GROUP INC 79974 115845 PROCTER GAMBLE CO 48915 48009 PROLOGIS 50014 49277 QUANTA SVCS INC 29762 63731 SELECT SECTOR SPDR INDUSTRIAL 371901 459310 SELECT SECTOR SPDR UTILITIES 420114 436804 SERVICE NOW 92448 120254 SHOPIFY INC 36006 73563 SPDR S&P SEMICONDUCTOR 333139 478219 SPOTIFY TECHNOLOGY SA 74608 71427 STARBUCKS CORP COM 50805 43284 STRYKER CORPORATION 79144 89976 TAIWAN SEMICONDUCTOR MFG CO LT 33464 107273 TECHNOLOGY SPDR 456623 634044 TETRA TECH INC 59329 60070 THERMO FISHER SCIENTIFIC INC 79869 88656 TJX COMPANIES INC 115682 208142 TRANE TECHNOLOGIES PLC 47235 79786 TRAVELERS COMPANIES INC 55933 84117 TREX CO INC 75824 33431 UNILEVER PLC AMER 56114 78218 UNION PACIFIC 79172 74716 VALMONT INDUSTRIES INC 56307 82476 VANGUARD FTSE DEVELOPED MARKET 1008126 1249586 VANGUARD HEALTH CARE ETF 347543 393491 VANGUARD HIGH DIV YIELD 365726 449505 VANGUARD INFORMATION TECHNOLOG 581412 839711 VANGUARD SMALL-CAP GROWTH ETF 480799 571894 VANGUARD SMALL-CAP VALUE ETF 620593 734700 VERTEX PHARMCTLS INC 72134 68457 WESTINGHOUSE AIR BRAKE TECHNOL 67921 117398 XYLEM INC 72455 71903 888367 896976 Administrative Fees 24112 24112 Bank Charges 115 115 Postage/Delivery Service 103 103 State or Local Filing Fees 33 33 Investment Management Services 122127 122127 990-PF Estimated Tax for 2025 10300 990-PF EXTENSION FOR 2024 8803 Foreign Tax Paid 956 956