| Archer-Daniels-Midland Company ADM | $81.57M | 0.26 | 1.3M | -0.01% | -$11,054.56 | 19.36 | |
Berkshire Hathaway Inc BRK.B | $881,830.00 | 0.15 | 2,097 | -2.65% | -$23,969.63 | 0.21 | |
| Hubbell Incorporated HUBB | $1.05M | 0.01 | 2,525 | 0% | +$0 | 0.25 | |
| The Procter & Gamble Company PG | $17.71M | 0.01 | 109,167 | -2.25% | -$407,572.01 | 4.2 | |
| AbbVie Inc. ABBV | $2.51M | <0.01 | 13,809 | -0.49% | -$12,382.80 | 0.6 | |
| Intel Corporation INTC | $1.06M | <0.01 | 23,928 | -1.48% | -$15,901.20 | 0.25 | |
| Merck & Co., Inc. MRK | $2.06M | <0.01 | 15,622 | -4.2% | -$90,385.75 | 0.49 | |
| Union Pacific Corporation UNP | $1.37M | <0.01 | 5,573 | 0% | +$0 | 0.33 | |
| American Express Company AXP | $862,945.00 | <0.01 | 3,790 | 0% | +$0 | 0.21 | |
| Target Corporation TGT | $875,595.00 | <0.01 | 4,941 | 0% | +$0 | 0.21 | |
| S&P Global Inc. SPGI | $747,090.00 | <0.01 | 1,756 | +1.68% | +$12,338.05 | 0.18 | |
| Automatic Data Processing, Inc. ADP | $794,173.00 | <0.01 | 3,180 | +1.92% | +$14,984.40 | 0.19 | |
| The Coca-Cola Company KO | $1.62M | <0.01 | 26,531 | +1.89% | +$30,100.57 | 0.39 | |
| Abbott Laboratories ABT | $1.7M | <0.01 | 14,984 | -0.21% | -$3,637.12 | 0.4 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $38.44M | <0.01 | 759,746 | +10.25% | +$3.57M | 9.13 | |
| Cisco Systems, Inc. CSCO | $831,551.00 | <0.01 | 16,661 | -1.13% | -$9,532.82 | 0.2 | |
| NVIDIA Corporation NVDA | $1.82M | <0.01 | 2,010 | -6.38% | -$123,787.75 | 0.43 | |
iShares Core S&P 500 ETF IVV | $1.96M | <0.01 | 3,734 | -0.56% | -$11,040.33 | 0.47 | |
Invesco Variable Rate Investment Grade ETF VRIG | $13.3M | <0.01 | 529,996 | -1.21% | -$162,382.48 | 3.16 | |
| Salesforce, Inc. CRM | $774,635.00 | <0.01 | 2,572 | -1.34% | -$10,541.30 | 0.18 | |
| Microsoft Corporation MSFT | $3.34M | <0.01 | 7,930 | -1.11% | -$37,444.07 | 0.79 | |
| Apple Inc. AAPL | $3.1M | <0.01 | 18,076 | -2.94% | -$93,971.02 | 0.74 | |
| Visa Inc. V | $853,427.00 | <0.01 | 3,058 | -2.7% | -$23,721.81 | 0.2 | |
iShares Core S&P Small-Cap ETF IJR | $17.31M | <0.01 | 156,656 | +0.42% | +$72,611.64 | 4.11 | |
| Meta Platforms, Inc. META | $1.42M | <0.01 | 2,928 | -2.6% | -$37,875.23 | 0.34 | |
iShares International Select Dividend ETF IDV | $2.69M | <0.01 | 95,771 | -12.64% | -$388,438.00 | 0.64 | |
| UnitedHealth Group Incorporated UNH | $734,630.00 | <0.01 | 1,485 | +0.47% | +$3,462.90 | 0.17 | |
| Amazon.com, Inc. AMZN | $1.64M | <0.01 | 9,077 | -1.05% | -$17,316.48 | 0.39 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $1.83M | <0.01 | 3,297 | -0.75% | -$13,910.00 | 0.44 | |
iShares Agency Bond ETF AGZ | $2.49M | <0.01 | 23,035 | 0% | +$0 | 0.59 | |
| Mastercard Incorporated MA | $747,879.00 | <0.01 | 1,553 | +13.94% | +$91,498.40 | 0.18 | |
| Exxon Mobil Corporation XOM | $2.6M | <0.01 | 22,368 | +20.72% | +$446,245.30 | 0.62 | |
Alphabet Inc. GOOGL | $942,407.00 | <0.01 | 6,244 | -1.7% | -$16,300.44 | 0.22 | |
SPDR S&P 500 ETF Trust SPY | $18.79M | <0.01 | 35,921 | -1.62% | -$309,134.38 | 4.46 | |
iShares Core U.S. Aggregate Bond ETF AGG | $41.39M | <0.01 | 422,646 | -1.13% | -$472,560.50 | 9.83 | |
| Eli Lilly and Company LLY | $1.37M | <0.01 | 1,767 | -1.45% | -$20,226.97 | 0.33 | |
Technology Select Sector SPDR Fund XLK | $1.09M | <0.01 | 5,253 | 0% | +$0 | 0.26 | |
| Alphabet Inc. GOOG | $1.32M | <0.01 | 8,702 | -1.94% | -$26,188.71 | 0.32 | |
Vanguard Total Intl Stock Idx Fund VXUS | $65.39M | <0.01 | 1.08M | +1.29% | +$834,431.40 | 15.52 | |
iShares GNMA Bond ETF GNMA | $2.4M | <0.01 | 55,380 | 0% | +$0 | 0.57 | |
SPDR Bloomberg Short Term High Yield Bond ETF SJNK | $2.12M | <0.01 | 84,235 | -4.84% | -$108,067.71 | 0.5 | |
| JPMorgan Chase & Co. JPM | $1.36M | <0.01 | 6,791 | -4.96% | -$70,906.24 | 0.32 | |
Vanguard Emerging Markets Stock Index Fund VWO | $10.17M | <0.01 | 243,458 | -0.59% | -$60,232.34 | 2.41 | |
| General Electric Company GE | $948,565.00 | <0.01 | 5,404 | +0.92% | +$8,600.98 | 0.23 | |
iShares Aaa - A Rated Corporate Bond ETF QLTA | $754,932.00 | <0.01 | 15,900 | 0% | +$0 | 0.18 | |
iShares MSCI ACWI ETF ACWI | $1.6M | <0.01 | 14,540 | 0% | +$0 | 0.38 | |
| Johnson & Johnson JNJ | $1.65M | <0.01 | 10,456 | -0.95% | -$15,818.99 | 0.39 | |
Vanguard Large Cap Index Fund VV | $31.55M | <0.01 | 131,585 | -2.78% | -$901,977.13 | 7.49 | |
iShares MSCI EAFE ETF EFA | $1.16M | <0.01 | 14,520 | -0.1% | -$1,197.90 | 0.28 | |
iShares Russell 2000 ETF IWM | $1.96M | <0.01 | 9,317 | 0% | +$0 | 0.47 |