ABBOTT LABS COM 002824100 1684814 16410 SH SOLE 0 0 16410 AMAZON COM INC COM 023135106 2949728 14163 SH SOLE 0 0 14163 AMERICAN WTR WKS CO INC NEW COM 030420103 272180 2000 SH SOLE 0 0 2000 AMGEN INC COM 031162100 967587 2750 SH SOLE 0 0 2750 APPLE INC COM 037833100 20759012 81796 SH SOLE 0 0 81796 BANK AMERICA CORP COM 060505104 271050 5560 SH SOLE 0 0 5560 CVS HEALTH CORP COM 126650100 287280 4000 SH SOLE 0 0 4000 COCA COLA CO COM 191216100 3872237 50917 SH SOLE 0 0 50917 DANAHER CORPORATION COM 235851102 472672 2493 SH SOLE 0 0 2493 DEERE & CO COM 244199105 283903 504 SH SOLE 0 0 504 DISNEY WALT CO COM 254687106 374243 3883 SH SOLE 0 0 3883 EDISON INTL COM 281020107 219540 3000 SH SOLE 0 0 3000 GENERAL DYNAMICS CORP COM 369550108 600635 1750 SH SOLE 0 0 1750 GE AEROSPACE COM NEW 369604301 848472 2990 SH SOLE 0 0 2990 GENERAL MLS INC COM 370334104 520558 13986 SH SOLE 0 0 13986 GILEAD SCIENCES INC COM 375558103 727372 5219 SH SOLE 0 0 5219 GRAINGER W W INC COM 384802104 654486 600 SH SOLE 0 0 600 INTERNATIONAL BUSINESS MACHS COM 459200101 3951199 16301 SH SOLE 0 0 16301 ISHARES TR S&P 100 ETF 464287101 3098001 9740 SH SOLE 0 0 9740 ISHARES TR SELECT DIVID ETF 464287168 4514743 29817 SH SOLE 0 0 29817 ISHARES TR CORE S&P500 ETF 464287200 116245961 177961 SH SOLE 0 0 177961 ISHARES TR S&P 500 GRWT ETF 464287309 5431282 48017 SH SOLE 0 0 48017 ISHARES TR S&P 500 VAL ETF 464287408 3065686 14519 SH SOLE 0 0 14519 ISHARES TR MSCI EAFE ETF 464287465 609102 6271 SH SOLE 0 0 6271 ISHARES TR RUS MD CP GR ETF 464287481 468662 3658 SH SOLE 0 0 3658 ISHARES TR RUS MID CAP ETF 464287499 3837668 39470 SH SOLE 0 0 39470 ISHARES TR CORE S&P MCP ETF 464287507 2139066 31675 SH SOLE 0 0 31675 ISHARES TR RUS 1000 GRW ETF 464287614 1417554 3324 SH SOLE 0 0 3324 ISHARES TR RUS 1000 ETF 464287622 11680905 32760 SH SOLE 0 0 32760 ISHARES TR RUS 2000 VAL ETF 464287630 541469 2856 SH SOLE 0 0 2856 ISHARES TR RUSSELL 2000 ETF 464287655 3014192 12154 SH SOLE 0 0 12154 ISHARES TR CORE S&P US GWT 464287671 1714585 11054 SH SOLE 0 0 11054 ISHARES TR CORE S&P SCP ETF 464287804 2278304 18327 SH SOLE 0 0 18327 JOHNSON & JOHNSON COM 478160104 5370346 21970 SH SOLE 0 0 21970 LOWES COS INC COM 548661107 1275912 5400 SH SOLE 0 0 5400 MCDONALDS CORP COM 580135101 210404 677 SH SOLE 0 0 677 MICROSOFT CORP COM 594918104 18635838 50344 SH SOLE 0 0 50344 NIKE INC CL B 654106103 688561 13036 SH SOLE 0 0 13036 NORFOLK SOUTHN CORP COM 655844108 1104089 3847 SH SOLE 0 0 3847 PALO ALTO NETWORKS INC COM 697435105 2925840 18250 SH SOLE 0 0 18250 PEPSICO INC COM 713448108 3629282 23371 SH SOLE 0 0 23371 PFIZER INC COM 717081103 1106099 39391 SH SOLE 0 0 39391 PROCTER AND GAMBLE CO COM 742718109 3140270 21741 SH SOLE 0 0 21741 PROGRESSIVE CORP COM 743315103 13140536 66286 SH SOLE 0 0 66286 STARBUCKS CORP COM 855244109 1391691 15534 SH SOLE 0 0 15534 STRYKER CORPORATION COM 863667101 3357532 10218 SH SOLE 0 0 10218 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3083889 14339 SH SOLE 0 0 14339 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 837652 13071 SH SOLE 0 0 13071 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 456332 8442 SH SOLE 0 0 8442 VANGUARD INDEX FDS GROWTH ETF 922908736 352489 807 SH SOLE 0 0 807 VANGUARD INDEX FDS VALUE ETF 922908744 258199 1316 SH SOLE 0 0 1316 VANGUARD INDEX FDS TOTAL STK MKT 922908769 288729 900 SH SOLE 0 0 900 ALPHABET INC CAP STK CL C 02079K107 4788840 16694 SH SOLE 0 0 16694 ALPHABET INC CAP STK CL A 02079K305 6172475 21465 SH SOLE 0 0 21465 AMERICAN TOWER CORP NEW COM 03027X100 2178477 12623 SH SOLE 0 0 12623 BLACKSTONE INC COM 09260D107 2206658 19190 SH SOLE 0 0 19190 CISCO SYS INC COM 17275R102 1622018 20905 SH SOLE 0 0 20905 COSTCO WHSL CORP NEW COM 22160K105 1967949 1975 SH SOLE 0 0 1975 EXXON MOBIL CORP COM 30231G102 3608157 21266 SH SOLE 0 0 21266 FEDEX CORP COM 31428X106 1071389 3008 SH SOLE 0 0 3008 GE VERNOVA INC COM 36828A101 607538 696 SH SOLE 0 0 696 ISHARES TR CORE MSCI EAFE 46432F842 12625228 139459 SH SOLE 0 0 139459 ISHARES INC CORE MSCI EMKT 46434G103 21496051 308187 SH SOLE 0 0 308187 JPMORGAN CHASE & CO. COM 46625H100 1799082 6116 SH SOLE 0 0 6116 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 15850827 279654 SH SOLE 0 0 279654 MERCK & CO INC COM 58933Y105 751571 6248 SH SOLE 0 0 6248 NOVARTIS AG SPONSORED ADR 66987V109 1083303 7092 SH SOLE 0 0 7092 NVIDIA CORPORATION COM 67066G104 1854395 10633 SH SOLE 0 0 10633 ORACLE CORP COM 68389X105 250087 1700 SH SOLE 0 0 1700 SPDR S&P 500 ETF TR TR UNIT 78462F103 394756 607 SH SOLE 0 0 607 SPDR SERIES TRUST STATE STREET SPD 78464A607 8930827 88450 SH SOLE 0 0 88450 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2718462 5869 SH SOLE 0 0 5869 SALESFORCE INC COM 79466L302 1019031 5459 SH SOLE 0 0 5459 3M CO COM 88579Y101 737332 5077 SH SOLE 0 0 5077 VISA INC COM CL A 92826C839 780685 2583 SH SOLE 0 0 2583 WISDOMTREE TR US LARGECAP DIVD 97717W307 1399265 15664 SH SOLE 0 0 15664 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 434255 2190 SH SOLE 0 0 2190 EATON CORP PLC SHS G29183103 5193010 14519 SH SOLE 0 0 14519 MEDTRONIC PLC SHS G5960L103 1145426 13219 SH SOLE 0 0 13219 ISHARES TR RUS 1000 VAL ETF 464287598 2786245 13039 SH SOLE 0 0 13039 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8792289 355244 SH SOLE 0 0 355244 ISHARES TR BROAD USD HIGH 46435U853 553742 15031 SH SOLE 0 0 15031