| VEA Vanguard Ftse Developed ETF | 19.61% | 698,606 | $33.4M | Add +5.3% |
| IVV iShares Core S&P 500 ETF | 18.49% | 53,512 | $31.5M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 11.29% | 436,722 | $19.2M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 10.16% | 277,768 | $17.3M | Add +0.9% |
| GGG Graco Inc. | 7.61% | 153,713 | $13.0M | No change |
| IJR iShares Core S&P Small-Cap E | 6.44% | 95,136 | $11.0M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 4.41% | 84,393 | $7.5M | Add +1.8% |
| GNR State Street SPDR S&P Global | 4.24% | 145,050 | $7.2M | Add +8.3% |
| CHRW C.H. Robinson Worldwide Inc. | 2.74% | 45,120 | $4.7M | No change |
| IEFA iShares Core MSCI Eafe ETF | 2.22% | 53,732 | $3.8M | No change |
| UNH Unitedhealth Group Inc. | 1.93% | 6,482 | $3.3M | No change |
| VOO Vanguard S&P 500 ETF | 1.80% | 5,677 | $3.1M | Reduce -2.9% |
| EEM iShares MSCI Emerging Market | 1.12% | 45,502 | $1.9M | No change |
| IVW iShares S&P 500 Growth ETF | 1.02% | 17,058 | $1.7M | Reduce -0.0% |
| IWP iShares Russell Mid-Cap Grow | 0.67% | 9,031 | $1.1M | No change |
| IVE iShares S&P 500 Value ETF | 0.61% | 5,402 | $1.0M | Reduce -2.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.53% | 8,485 | $895K | No change |
| AAPL Apple Inc. | 0.38% | 2,610 | $654K | No change |
| AMZN Amazon.com Inc. | 0.35% | 2,695 | $591K | No change |
| IWF iShares Russell 1000 Growth | 0.34% | 1,456 | $585K | No change |
| IWB iShares Russell 1000 ETF | 0.34% | 1,772 | $571K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,120 | $508K | No change |
| SSPY Stratified Largecp Index ETF | 0.28% | 6,132 | $479K | New |
| GOOG Alphabet Inc. Class C | 0.27% | 2,400 | $457K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.27% | 4,301 | $456K | No change |
| RPRX Royalty Pharma PLC Class A | 0.26% | 17,414 | $444K | No change |
| BX Blackstone Inc. | 0.20% | 2,000 | $345K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 7,005 | $344K | Add +1.7% |
| IWD iShares Russell 1000 Value E | 0.20% | 1,842 | $341K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 3,822 | $338K | No change |
| META Meta Platforms Inc. Class A | 0.20% | 574 | $336K | No change |
| INDA iShares MSCI India ETF | 0.19% | 6,233 | $328K | No change |
| VWOB Vanguard Emerg MKTS Gov BND | 0.18% | 4,793 | $303K | Add +2.0% |
| TSLA Tesla Inc. | 0.17% | 707 | $286K | New |
| ONB Old National Bancorp | 0.17% | 13,078 | $284K | No change |
| EFA iShares MSCI Eafe ETF | 0.14% | 3,149 | $238K | No change |
| CLFD Clearfield Inc. | 0.14% | 7,500 | $233K | No change |
| IBB iShares Biotechnology ETF | 0.13% | 1,614 | $213K | No change |
| MSFT Microsoft Corp. | 0.12% | 493 | $208K | No change |
| ECL Ecolab Inc. | 0.12% | 866 | $203K | No change |