| AbbVie Inc. | COM | $378K | 0.0%Prev: 0.0% | 1,655 SH | Increased+230 SH |
| Advanced Micro Devices Inc. | COM | $215K | 0.0% | 1,006 SH | New |
| Aflac Inc. | COM | $6.0M | 0.8%Prev: 0.8% | 54,628 SH | Decreased-3,260 SH |
| Alphabet Inc. Class A | COM | $1.0M | 0.1%Prev: 0.1% | 3,324 SH | Increased |
| Alphabet Inc. Class C | COM | $34.8M | 4.4%Prev: 3.5% | 110,931 SH | Increased+331 SH |
| Amazon.com Inc. | COM | $22.5M | 2.9%Prev: 2.8% | 97,667 SH | Increased+210 SH |
| American Express Co. | COM | $297K | 0.0%Prev: 0.0% | 803 SH | Increased |
| American Tower Corp. | COM | $12.5M | 1.6%Prev: 1.8% | 71,143 SH | Decreased-458 SH |
| Amgen Inc. | COM | $14.0M | 1.8%Prev: 1.6% | 42,666 SH | Increased+60 SH |
| Apple Inc. | COM | $36.2M | 4.6%Prev: 4.4% | 133,297 SH | Increased-194 SH |
| Avantis U.S. Small-Cap Value ETF | ETF | $16.0M | 2.0%Prev: 2.0% | 157,130 SH | Increased+886 SH |
| Bank of America Corp. | COM | $10.5M | 1.3%Prev: 1.3% | 190,734 SH | Increased+446 SH |
| Berkshire Hathaway Inc. Class | COM | $957K | 0.1%Prev: 0.1% | 1,903 SH | Decreased |
| Boeing Co. | COM | $1.0M | 0.1%Prev: 0.1% | 4,737 SH | Decreased-160 SH |
| BP PLC (ADR) | COM | $9.2M | 1.2%Prev: 1.2% | 265,084 SH | Increased+1,836 SH |
| Broadcom Inc. | COM | $1.2M | 0.2%Prev: 0.2% | 3,587 SH | Increased-30 SH |
| Canadian Natural Resources Ltd | COM | $420K | 0.1%Prev: 0.1% | 12,400 SH | Increased |
| Cheniere Energy Partners LP | COM | $223K | 0.0%Prev: 0.0% | 4,166 SH | Decreased |
| Cisco Systems Inc. | COM | $11.4M | 1.4%Prev: 1.3% | 147,517 SH | Increased+488 SH |
| Coca-Cola Co. | COM | $341K | 0.0%Prev: 0.0% | 4,879 SH | Increased-100 SH |
| Colgate-Palmolive Co. | COM | $5.5M | 0.7%Prev: 0.7% | 69,675 SH | Decreased-640 SH |
| Cummins Inc. | COM | $18.0M | 2.3%Prev: 1.9% | 35,279 SH | Increased+11 SH |
| Deere & Co. | COM | $12.4M | 1.6%Prev: 1.6% | 26,726 SH | Increased-37 SH |
| Dick's Sporting Goods Inc. | COM | $208K | 0.0%Prev: 0.0% | 1,050 SH | Decreased |
| Eli Lilly & Co. | COM | $4.0M | 0.5%Prev: 0.4% | 3,724 SH | Increased-130 SH |
| Exxon Mobil Corp. | COM | $11.1M | 1.4%Prev: 1.4% | 92,587 SH | Increased-2,054 SH |
| GE Aerospace | COM | $214K | 0.0%Prev: 0.0% | 695 SH | Increased |
| Goldman Sachs Group Inc. | COM | $26.4M | 3.3%Prev: 3.1% | 30,030 SH | Increased-60 SH |
| Home Depot Inc. | COM | $5.7M | 0.7%Prev: 0.9% | 16,446 SH | Decreased-225 SH |
| Honeywell International Inc. | COM | $16.9M | 2.1%Prev: 2.4% | 86,584 SH | Decreased-1,196 SH |
| IDEX Corp. | COM | $249K | 0.0%Prev: 0.0% | 1,400 SH | Increased |
| iShares Core S&P Small-Cap ETF | ETF | $33.6M | 4.3%Prev: 4.3% | 279,900 SH | Increased+2,398 SH |
| iShares Gold Trust ETF | ETF | $23.1M | 2.9% | 284,283 SH | New |
| iShares iBoxx Investment Grade ETF | ETF | $218K | 0.0% | 1,978 SH | New |
| iShares MSCI Emerging Market ex China ETF | ETF | $9.2M | 1.2% | 125,955 SH | New |
| iShares MSCI Eurozone ETF | ETF | $15.3M | 1.9%Prev: 1.9% | 238,690 SH | Increased-2,340 SH |
| iShares S&P 500 Growth ETF | ETF | $929K | 0.1%Prev: 0.1% | 7,534 SH | Increased |
| Johnson & Johnson | COM | $19.1M | 2.4%Prev: 2.2% | 92,137 SH | Increased+12 SH |
| JPMorgan Chase & Co. | COM | $1.6M | 0.2%Prev: 0.2% | 5,053 SH | Increased-76 SH |
| KKR & Co. Inc. | COM | $319K | 0.0%Prev: 0.0% | 2,500 SH | Decreased-14 SH |
| Linde PLC | COM | $30.9M | 3.9%Prev: 4.5% | 72,392 SH | Decreased-848 SH |
| Lowe's Companies Inc. | COM | $10.9M | 1.4%Prev: 1.5% | 45,059 SH | Decreased+163 SH |
| Mastercard Inc. | COM | $268K | 0.0%Prev: 0.0% | 469 SH | Decreased-8 SH |
| McCormick & Co. Inc. | COM | $272K | 0.0%Prev: 0.0% | 4,000 SH | Decreased-136 SH |
| Medtronic PLC | COM | $19.3M | 2.5%Prev: 2.5% | 201,273 SH | Increased+230 SH |
| Merck & Co. Inc. | COM | $250K | 0.0% | 2,372 SH | New |
| Meta Platforms Inc. | COM | $15.8M | 2.0%Prev: 3.3% | 23,925 SH | Decreased-11,079 SH |
| Micron Technology Inc. | COM | $23.5M | 3.0%Prev: 1.8% | 82,166 SH | Increased-192 SH |
| Microsoft Corp. | COM | $41.3M | 5.2%Prev: 5.8% | 85,460 SH | Decreased-389 SH |
| NextNav Inc. | COM | $299K | 0.0% | 17,952 SH | New |
| NVIDIA Corp. | COM | $3.6M | 0.5%Prev: 0.5% | 19,458 SH | Decreased-2,020 SH |
| Oracle Corp. | COM | $254K | 0.0%Prev: 0.0% | 1,304 SH | Decreased |
| Palo Alto Networks Inc. | COM | $16.0M | 2.0%Prev: 2.3% | 87,078 SH | Decreased+150 SH |
| PepsiCo Inc. | COM | $5.0M | 0.6%Prev: 0.6% | 35,004 SH | Increased-36 SH |
| Philip Morris International In | COM | $207K | 0.0%Prev: 0.0% | 1,291 SH | Decreased |
| Phillips 66 | COM | $17.6M | 2.2%Prev: 2.4% | 136,632 SH | Decreased+759 SH |
| Procter & Gamble Co. | COM | $240K | 0.0%Prev: 0.0% | 1,678 SH | Increased+117 SH |
| Roche Holdings Ltd. (ADR) | COM | $2.3M | 0.3%Prev: 0.2% | 43,807 SH | Increased-1,130 SH |
| Solstice Advanced Materials In | COM | $974K | 0.1% | 20,058 SH | New |
| SPDR Gold Trust ETF | ETF | $18.4M | 2.3% | 46,480 SH | New |
| SPDR Portfolio S&P 500 ETF | ETF | $2.8M | 0.4%Prev: 0.4% | 4,087 SH | Decreased-550 SH |
| SPDR Portfolio S&P 500 Growth ETF | ETF | $771K | 0.1%Prev: 0.1% | 7,230 SH | Decreased-410 SH |
| SPDR Portfolio S&P 500 Value ETF | ETF | $732K | 0.1%Prev: 0.1% | 12,880 SH | Increased-220 SH |
| Tesla Inc. | COM | $481K | 0.1%Prev: 0.1% | 1,070 SH | Increased |
| The Walt Disney Co. | COM | $5.8M | 0.7%Prev: 0.8% | 50,909 SH | Decreased-194 SH |
| TJX Companies Inc. | COM | $34.1M | 4.3%Prev: 4.2% | 222,192 SH | Increased-1,556 SH |
| Union Pacific Corp. | COM | $18.0M | 2.3%Prev: 2.4% | 77,989 SH | Decreased-84 SH |
| Vanguard FTSE Developed Markets ETF | ETF | $79.2M | 10.0% | 1,268,139 SH | New |
| Vanguard FTSE Emerging Markets ETF | ETF | $8.7M | 1.1%Prev: 1.1% | 162,271 SH | Decreased+746 SH |
| Vanguard Short-Term Corporate Bond ETF | ETF | $629K | 0.1%Prev: 0.1% | 7,895 SH | Increased+640 SH |
| Visa Inc. Class A | COM | $23.7M | 3.0%Prev: 3.0% | 67,602 SH | Increased-349 SH |
| W.R. Berkley Corp. | COM | $22.3M | 2.8%Prev: 3.2% | 317,865 SH | Decreased-603 SH |
| Walmart Inc. | COM | $344K | 0.0%Prev: 0.0% | 3,088 SH | Increased |