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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $72.7M | 111614 | 17.32% |
| 2 | ISHARES FTSE NAREIT RESID PLUS CP IDX | $42.2M | 478333 | 10.05% |
| 3 | VANGUARD INTERMEDIATE-TERM BOND ETF | $38.1M | 492744 | 9.08% |
| 4 | ISHARES TR RUSSELL 1000 INDEX ETF | $36.1M | 93093 | 8.60% |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | $18.2M | 268606 | 4.33% |
| 6 | HUBBELL INC COM | $12.0M | 21467 | 2.85% |
| 7 | EXXON MOBIL CORP COM | $10.9M | 72329 | 2.59% |
| 8 | JOHNSON & JOHNSON COM | $10.3M | 44843 | 2.46% |
| 9 | RTX CORPORATION COM | $10.3M | 57619 | 2.46% |
| 10 | NOVARTIS AG ADR | $9.6M | 65092 | 2.29% |
| 11 | MICROSOFT | $9.5M | 22894 | 2.27% |
| 12 | WEC ENERGY GROUP INC COM | $9.3M | 80577 | 2.22% |
| 13 | EXPEDITORS INTL WASH INC COM | $9.3M | 61978 | 2.21% |
| 14 | AIR PRODUCTS AND CHEMICALS INC COM | $8.8M | 28964 | 2.10% |
| 15 | VISA INC | $8.7M | 28077 | 2.07% |
| 16 | CANADIAN NATIONAL RAILWAY CO | $8.5M | 74503 | 2.02% |
| 17 | HOULIHAN LOKEY INC CL A | $8.4M | 52964 | 2.00% |
| 18 | PUBLIC STORAGE OPER CO COM | $8.3M | 26759 | 1.98% |
| 19 | PEPSICO INC COM | $8.0M | 51542 | 1.91% |
| 20 | PROCTER & GAMBLE CO COM | $7.3M | 50397 | 1.75% |
| 21 | BECTON DICKINSON & CO COM | $7.3M | 47324 | 1.75% |
| 22 | MEDTRONIC PLC SHS | $7.1M | 84844 | 1.69% |
| 23 | MARSH & MCLENNAN COS INC COM | $6.9M | 39824 | 1.65% |
| 24 | ACCENTURE LTD BERMUDA CL A | $5.6M | 31454 | 1.34% |
| 25 | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $5.4M | 40510 | 1.29% |
| 26 | ISHARES S&P 500 INDEX | $5.2M | 7364 | 1.25% |
| 27 | CONOCOPHILLIPS COM | $5.1M | 41176 | 1.22% |
| 28 | ISHARES RUSSELL 2000 ETF | $4.2M | 15151 | 0.99% |
| 29 | PHILLIPS 66 | $3.9M | 24155 | 0.92% |
| 30 | APPLE INC | $2.9M | 10568 | 0.69% |
| 31 | VANGUARD LARGE CAP | $2.9M | 8770 | 0.68% |
| 32 | ISHARES S&P SMALLCAP 600 ETF | $2.5M | 18211 | 0.59% |
| 33 | ISHARES RUSSELL 1000 GROWTH ETF | $1.9M | 3982 | 0.45% |
| 34 | ISHARES MSCI EAFE ETF | $1.5M | 14369 | 0.35% |
| 35 | WALMART INC COM | $1.3M | 9483 | 0.30% |
| 36 | VANGUARD SMALL CAP ETF | $947K | 3345 | 0.23% |
| 37 | NVIDIA CORPORATION COM | $923K | 4624 | 0.22% |
| 38 | ISHARES MSCI EMERGING MARKETS ETF | $882K | 14156 | 0.21% |
| 39 | GOOGLE INC | $860K | 2540 | 0.20% |
| 40 | VANGUARD REIT INDEX ETF | $820K | 8595 | 0.20% |
| 41 | ELI LILLY & CO COM | $545K | 594 | 0.13% |
| 42 | COLGATE PALMOLIVE CO COM | $505K | 6038 | 0.12% |
| 43 | AMAZON.COM INC | $449K | 1763 | 0.11% |
| 44 | ABBVIE INC COM | $432K | 2151 | 0.10% |
| 45 | CATERPILLAR INC COM | $417K | 500 | 0.10% |
| 46 | VANGUARD FTSE ALL WORLD EX-US ETF | $364K | 2337 | 0.09% |
| 47 | ISHARES RUSSELL 1000 VALUE ETF | $337K | 1485 | 0.08% |
| 48 | GE VERNOVA INC COM | $321K | 280 | 0.08% |
| 49 | GE AEROSPACE COM NEW | $317K | 1124 | 0.08% |
| 50 | ISHARES MSCI ACWI EX US | $285K | 3930 | 0.07% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.