| AAPL Apple Inc. | 4.26% | 134,461 | $33.7M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 3.92% | 129,246 | $31.0M | Add +1.0% |
| AMP Ameriprise Financial Inc. | 3.80% | 56,388 | $30.0M | Add +0.9% |
| MSFT Microsoft Corp. | 3.28% | 61,496 | $25.9M | Add +1.7% |
| PAYX Paychex Inc. | 2.86% | 161,359 | $22.6M | Add +2.0% |
| BLK BlackRock Inc. | 2.82% | 21,756 | $22.3M | Add +1.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.68% | 198,493 | $21.2M | Add +0.8% |
| ABBV Abbvie Inc. | 2.65% | 117,798 | $20.9M | Add +2.6% |
| HD Home Depot Inc. | 2.64% | 53,639 | $20.9M | Add +2.0% |
| COST Costco Wholesale Corp. | 2.64% | 22,744 | $20.8M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.58% | 92,882 | $20.4M | Reduce -0.6% |
| ACN Accenture PLC Class A | 2.50% | 56,165 | $19.8M | Add +2.2% |
| PM Philip Morris International | 2.48% | 163,009 | $19.6M | Add +1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.48% | 378,538 | $19.6M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.34% | 97,612 | $18.5M | Add +0.2% |
| UNP Union Pacific Corp. | 2.26% | 78,195 | $17.8M | Add +2.0% |
| MA Mastercard Inc. Class A | 2.25% | 33,801 | $17.8M | Reduce -0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.15% | 59,980 | $17.0M | Add +2.0% |
| CVX Chevron Corp. | 2.06% | 112,499 | $16.3M | Add +4.1% |
| ABT Abbott Laboratories | 2.04% | 142,327 | $16.1M | Add +2.9% |
| LMT Lockheed Martin Corp. | 1.93% | 31,460 | $15.3M | Reduce -10.1% |
| BND Vanguard Total Bond Market | 1.85% | 202,980 | $14.6M | Add +1.4% |
| MUB iShares National Muni Bond E | 1.78% | 132,201 | $14.1M | Add +4.5% |
| NEE Nextera Energy Inc. | 1.77% | 195,739 | $14.0M | Add +2.7% |
| DFS Discover Financial Services | 1.72% | 78,615 | $13.6M | Add +1.6% |
| SBUX Starbucks Corp. | 1.70% | 147,061 | $13.4M | Add +2.1% |
| SYK Stryker Corp. | 1.55% | 33,967 | $12.2M | Add +0.3% |
| INTU Intuit Inc. | 1.54% | 19,402 | $12.2M | Add +0.1% |
| BR Broadridge Financial Solutio | 1.48% | 51,661 | $11.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 24,768 | $11.2M | Add +0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.37% | 138,147 | $10.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 1.35% | 63,596 | $10.7M | Add +3.4% |
| MCHP Microchip Technology Inc. | 1.34% | 185,306 | $10.6M | Add +7.2% |
| MRK Merck & Co. Inc. | 1.32% | 104,987 | $10.4M | Reduce -9.8% |
| DHR Danaher Corp. | 1.29% | 44,327 | $10.2M | Add +0.8% |
| LLY Eli Lilly & Co. | 1.26% | 12,949 | $10.0M | Add +1.1% |
| ITW Illinois Tool Works | 1.19% | 37,229 | $9.4M | Add +1.4% |
| SNA Snap-on Inc. | 1.11% | 25,846 | $8.8M | Add +3.6% |
| DUK Duke Energy Corp. | 1.04% | 76,477 | $8.2M | Add +36.4% |
| IJR iShares Core S&P Small-Cap E | 1.04% | 71,347 | $8.2M | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 1.01% | 128,068 | $8.0M | Add +0.7% |
| NVDA Nvidia Corp. | 1.00% | 59,040 | $7.9M | Add +2.1% |
| VZ Verizon Communications Inc. | 1.00% | 197,496 | $7.9M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.99% | 15,501 | $7.8M | Add +0.5% |
| USB US Bancorp | 0.84% | 139,557 | $6.7M | Add +3.5% |
| AMGN Amgen Inc. | 0.81% | 24,616 | $6.4M | Add +4.8% |
| PSX Phillips 66 | 0.81% | 55,976 | $6.4M | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.81% | 107,590 | $6.4M | Add +4.0% |
| CSL Carlisle Cos Inc. | 0.76% | 16,263 | $6.0M | Add +2.6% |
| PLD Prologis Inc. | 0.71% | 53,421 | $5.6M | Add +5.3% |
| KVUE Kenvue Inc. | 0.69% | 254,581 | $5.4M | New |
| CCI Crown Castle Inc. | 0.67% | 58,030 | $5.3M | Add +0.5% |
| MS Morgan Stanley | 0.57% | 35,706 | $4.5M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 99,045 | $4.4M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 7,441 | $4.4M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 89,767 | $4.3M | Add +0.3% |
| WEC WEC Energy Group Inc. | 0.51% | 42,485 | $4.0M | Add +3.0% |
| CME Cme Group Inc. | 0.47% | 16,111 | $3.7M | No change |
| IWM iShares Russell 2000 ETF | 0.34% | 12,328 | $2.7M | Add +1.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 9,909 | $2.7M | No change |
| GOOG Alphabet Inc. Class C | 0.28% | 11,694 | $2.2M | No change |
| MO Altria Group Inc. | 0.28% | 42,159 | $2.2M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 24,010 | $2.1M | Add +6.9% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 56,589 | $1.3M | Reduce -1.3% |
| XLK SS Technology Select Sector | 0.14% | 4,591 | $1.1M | Add +10.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 2,369 | $972K | Reduce -1.0% |
| FAST Fastenal Co. | 0.12% | 12,794 | $920K | No change |
| DVY iShares Select Dividend ETF | 0.09% | 5,575 | $732K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.09% | 9,399 | $711K | Reduce -0.5% |
| CRM Salesforce Inc. | 0.08% | 2,000 | $669K | No change |
| JNJ Johnson & Johnson | 0.08% | 4,429 | $641K | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.06% | 1,980 | $459K | No change |
| LULU Lululemon Athletica Inc. | 0.06% | 1,200 | $459K | No change |
| SCHD Schwab US DVD Equity ETF | 0.05% | 15,186 | $415K | Add +0.3% |
| V Visa Inc. Class A | 0.05% | 1,291 | $408K | Add +1.8% |
| ICSH iShares Ultra Short Duration | 0.05% | 7,593 | $383K | Reduce -0.3% |
| KMB Kimberly-Clark Corp. | 0.05% | 2,806 | $368K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 15,282 | $347K | Add +4.1% |
| XEL Xcel Energy Inc. | 0.04% | 5,097 | $344K | Reduce -3.0% |
| PII Polaris Inc. | 0.04% | 5,291 | $305K | Reduce -1.5% |
| WMT Walmart Inc. | 0.04% | 3,367 | $304K | No change |
| PEP Pepsico Inc. | 0.03% | 1,702 | $259K | Reduce -95.5% |
| SCHB Schwab US Broad Market ETF | 0.03% | 10,686 | $243K | No change |
| RTX RTX Corp. | 0.03% | 1,740 | $201K | No change |