3M CO COM 88579Y101 1013904 6262 SH SOLE 5850 0 412 ABBOTT LABORATORIES COM 002824100 4053991 44677 SH SOLE 14176 0 30501 ABBVIE INC COM 00287Y109 7457604 29636 SH SOLE 12096 0 17540 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2705824 21744 SH SOLE 18337 0 3407 ADOBE INC COM 00724F101 238439 1163 SH SOLE 46 0 1117 ADVANCED MICRO DEVICES INC COM 007903107 765059 1317 SH SOLE 110 0 1207 AGNC INVT CORP COM 00123Q104 361104 32768 SH SOLE 32768 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 1302892 4444 SH SOLE 1204 0 3240 AKAMAI TECHNOLOGIES INC COM 00971T101 254152 2150 SH SOLE 1450 0 700 ALIGN TECHNOLOGY INC COM 016255101 235619 1397 SH SOLE 1397 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1364871 4534 SH SOLE 1534 0 3000 ALPHABET INC CAP STK CL A 02079K305 176585050 494124 SH SOLE 368812 0 125312 ALPHABET INC CAP STK CL C 02079K107 16602327 46988 SH SOLE 19378 0 27610 ALTRIA GROUP INC COM 02209S103 825401 11305 SH SOLE 2340 0 8965 AMAZON COM INC COM 023135106 80032666 335792 SH SOLE 220369 0 115423 AMERICAN EXPRESS CO COM 025816109 758695 2243 SH SOLE 250 0 1993 AMERICAN TOWER CORP COM 03027X100 9008139 54438 SH SOLE 48185 0 6253 AMERICAN WTR WKS CO INC NEW COM 030420103 25073491 190557 SH SOLE 154435 0 36122 AMETEK INC COM 031100100 11364406 46972 SH SOLE 32675 0 14297 AMGEN INC COM 031162100 1289148 3560 SH SOLE 1955 0 1605 AMPHENOL CORP CL A 032095101 80671713 456878 SH SOLE 357665 0 99213 ANALOG DEVICES INC COM 032654105 1121211 2823 SH SOLE 742 0 2081 APPLE INC COM 037833100 153630918 530934 SH SOLE 324748 0 206186 APPLIED MATLS INC COM 038222105 2038137 2819 SH SOLE 2784 0 35 ASML HLDG NV N Y REGISTRY SHS N07059210 618716 311 SH SOLE 236 0 75 ASTRAZENECA PLC ORD G0593M107 555587 2930 SH SOLE 2250 0 680 AUTOMATIC DATA PROCESSING IN COM 053015103 23786554 105410 SH SOLE 83959 0 21451 AVERY DENNISON CORP COM 053611109 359119 2212 SH SOLE 1991 0 221 AXSOME THERAPEUTICS INC. COM 05464T104 543390 2220 SH SOLE 2220 0 0 BANK OF AMER CORP COM 060505104 2098916 36836 SH SOLE 7878 0 28958 BECTON DICKINSON & CO COM 075887109 547210 3616 SH SOLE 2299 0 1317 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 89305605 178472 SH SOLE 144182 0 34290 BLACKROCK INC COM 09290D101 938494 976 SH SOLE 92 0 884 BLACKSTONE INC COM 09260D107 1337447 11366 SH SOLE 7291 0 4075 BP PLC SPONSORED ADR 055622104 307535 8323 SH SOLE 8273 0 50 BRINKER INTL INC COM 109641100 2022048 12036 SH SOLE 546 0 11490 BRISTOL-MYERS SQUIBB CO COM 110122108 1291143 22408 SH SOLE 5682 0 16726 BROADCOM INC COM 11135F101 15002719 39716 SH SOLE 24208 0 15508 BROWN FORMAN CORP CL B 115637209 235209 8750 SH SOLE 8750 0 0 CACI INTL INC CL A 127190304 648564 1400 SH SOLE 1400 0 0 CANADIAN NATL RY CO COM 136375102 395877 3320 SH SOLE 1600 0 1720 CARRIER GLOBAL CORPORATION COM 14448C104 385092 5250 SH SOLE 3136 0 2114 CATERPILLAR INC COM 149123101 7091170 6659 SH SOLE 5917 0 742 CBOE GLOBAL MKTS INC COM 12503M108 351629 1449 SH SOLE 1449 0 0 CHEVRON CORPORATION COM 166764100 26548951 160165 SH SOLE 125615 0 34550 CHUBB LIMITED COM H1467J104 32156761 94091 SH SOLE 79809 0 14282 CHURCH & DWIGHT CO INC COM 171340102 531872 5490 SH SOLE 3873 0 1617 CINTAS CORP COM 172908105 1617291 9509 SH SOLE 273 0 9236 CISCO SYS INC COM 17275R102 5539478 47161 SH SOLE 16278 0 30883 COCA COLA CO COM 191216100 7424685 90764 SH SOLE 37686 0 53078 COLGATE PALMOLIVE CO COM 194162103 2064084 22514 SH SOLE 9580 0 12934 COMCAST CORP NEW CL A 20030N101 324453 13216 SH SOLE 1437 0 11779 CONOCOPHILLIPS COM 20825C104 2156383 20742 SH SOLE 142 0 20600 COREWEAVE INC COM CL A 21873S108 248950 2501 SH SOLE 2500 0 1 CORNING INC COM 219350105 2936168 11495 SH SOLE 5341 0 6154 CORTEVA INC COM 22052L104 532955 6293 SH SOLE 2136 0 4157 COSTCO WHOLESALE CORPORATION COM 22160K105 25199691 26938 SH SOLE 15245 0 11693 COUPANG INC CL A 22266T109 903935 52040 SH SOLE 51040 0 1000 CROWDSTRIKE HLDGS INC CL A 22788C105 1991033 2609 SH SOLE 790 0 1819 CSX CORP COM 126408103 1027552 21619 SH SOLE 10787 0 10832 CUMMINS INC COM 231021106 649735 911 SH SOLE 910 0 1 DANAHER CORP DEL COM 235851102 33206024 173960 SH SOLE 136211 0 37749 DARDEN RESTAURANTS INC COM 237194105 607936 2951 SH SOLE 2950 0 1 DEERE & CO COM 244199105 891602 1402 SH SOLE 1200 0 202 DISNEY WALT CO COM 254687106 481605 4965 SH SOLE 4950 0 15 DORCHESTER MINERALS L P COM UNIT 25820R105 258990 10257 SH SOLE 10257 0 0 DOVER CORP COM 260003108 300760 1341 SH SOLE 1340 0 1 DUPONT DE NEMOURS INC COMMON STOCK 26614N201 401359 2959 SH SOLE 1139 0 1820 EASTERN BANKSHARES INC COM 27627N105 650965 29270 SH SOLE 17912 0 11358 EATON CORP PLC SHS G29183103 5424508 12730 SH SOLE 135 0 12595 EBAY INC. COM 278642103 368775 3300 SH SOLE 1300 0 2000 ECOLAB INC COM 278865100 48759689 174551 SH SOLE 137728 0 36823 EDWARDS LIFESCIENCES CORP COM 28176E108 2812583 31092 SH SOLE 11370 0 19722 ELI LILLY & CO COM 532457108 3743548 3121 SH SOLE 1347 0 1774 EMERSON ELEC CO COM 291011104 3865121 27000 SH SOLE 8401 0 18599 EQUIFAX INC COM 294429105 709479 4470 SH SOLE 750 0 3720 EQUITY RESIDENTIAL SH BEN INT 29476L107 296218 4316 SH SOLE 266 0 4050 EXXON MOBIL CORP COM 30231G102 20380246 149066 SH SOLE 92358 0 56708 FEDEX CORP COM 31428X106 632158 2011 SH SOLE 270 0 1741 FISERV INC COM 337738108 441843 9008 SH SOLE 5525 0 3483 FORTINET INC COM 34959E109 1045231 6804 SH SOLE 250 0 6554 FRANCO NEV CORP COM 351858105 1338602 6422 SH SOLE 6422 0 0 GE AEROSPACE COM NEW 369604301 2378044 6363 SH SOLE 4165 0 2198 GE VERNOVA INC COM 36828A101 1557368 1325 SH SOLE 917 0 408 GENERAL MILLS INC COM 370334104 440394 12655 SH SOLE 8400 0 4255 GILEAD SCIENCES INC COM 375558103 1442803 11420 SH SOLE 9932 0 1488 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 528032 11600 SH SOLE 11600 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 214000 10000 SH SOLE 10000 0 0 HERSHEY CO COM 427866108 1244994 7096 SH SOLE 6096 0 1000 HOME DEPOT INC COM 437076102 4113052 11662 SH SOLE 2602 0 9060 HONEYWELL AEROSPACE INC COM 43849R105 360914 1633 SH SOLE 408 0 1225 HONEYWELL INTL INC COM 438516205 365517 1633 SH SOLE 408 0 1225 ICICI BANK LIMITED ADR 45104G104 1533046 52809 SH SOLE 92 0 52717 IDEXX LABS INC COM 45168D104 24624758 46776 SH SOLE 40557 0 6219 ILLINOIS TOOL WKS INC COM 452308109 2617096 9619 SH SOLE 891 0 8728 ILLUMINA INC COM 452327109 2909987 16550 SH SOLE 1595 0 14955 INDEPENDENT BK CORP MASS COM 453836108 4201128 49800 SH SOLE 800 0 49000 INTEL CORP COM 458140100 6047137 43308 SH SOLE 1852 0 41456 INTERNATIONAL BUSINESS MACHS COM 459200101 4445346 15808 SH SOLE 5936 0 9872 INTUITIVE SURGICAL INC COM NEW 46120E602 1853587 4661 SH SOLE 3275 0 1386 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 16397121 77065 SH SOLE 2316 0 74749 INVESCO QQQ TR UNIT SER 1 46090E103 2253967 3058 SH SOLE 755 0 2303 IRON MTN INC DEL COM 46284V101 525742 4150 SH SOLE 1800 0 2350 ISHARES GOLD TR ISHARES NEW 464285204 4491260 59479 SH SOLE 56932 0 2547 ISHARES GOLD TRUST MICRO SHS REPSTG UN TR 46436F103 10725921 268081 SH SOLE 192540 0 75541 ISHARES INC ESG AWR MSCI EM 46434G863 788740 14422 SH SOLE 10026 0 4396 ISHARES TR CORE MSCI TOTAL 46432F834 12631294 132348 SH SOLE 121690 0 10658 ISHARES TR CORE S&P MCP ETF 464287507 1223351 15865 SH SOLE 13340 0 2525 ISHARES TR CORE S&P SCP ETF 464287804 1386551 9349 SH SOLE 8684 0 665 ISHARES TR CORE S&P US VLU 464287663 1500684 13624 SH SOLE 13200 0 424 ISHARES TR CORE S&P500 ETF 464287200 2208477 2949 SH SOLE 906 0 2043 ISHARES TR CORE US AGGBD ET 464287226 2556852 25832 SH SOLE 157 0 25675 ISHARES TR ESG AW MSCI EAFE 46435G516 20951753 203791 SH SOLE 190920 0 12871 ISHARES TR ESG MSCI KLD ETF 464288570 232096 1630 SH SOLE 1630 0 0 ISHARES TR IBDS DEC28 ETF 46435U515 33065027 1309506 SH SOLE 851835 0 457671 ISHARES TR IBON 2026 TE ETF 46436E528 311211 13740 SH SOLE 13740 0 0 ISHARES TR IBOND DEC 2030 46436E593 3865130 197806 SH SOLE 152481 0 45325 ISHARES TR IBONDS 26 TRM TS 46436E858 3561959 155612 SH SOLE 129161 0 26451 ISHARES TR IBONDS 27 ETF 46435UAA9 32379379 1336886 SH SOLE 851614 0 485272 ISHARES TR IBONDS 27 TRM TS 46436E841 3175646 141960 SH SOLE 99102 0 42858 ISHARES TR IBONDS 28 TRM TS 46436E833 3669860 165757 SH SOLE 119697 0 46060 ISHARES TR IBONDS 29 TRM TS 46436E825 3817588 176332 SH SOLE 129864 0 46468 ISHARES TR IBONDS DEC 2029 46436E163 3425899 134931 SH SOLE 129151 0 5780 ISHARES TR IBONDS DEC 2030 46436E726 22273649 1021727 SH SOLE 644508 0 377219 ISHARES TR IBONDS DEC 2030 46438G687 216791 8380 SH SOLE 7550 0 830 ISHARES TR IBONDS DEC 2031 46438G356 370488 14360 SH SOLE 14300 0 60 ISHARES TR IBONDS DEC 2031 46436E460 1747667 86561 SH SOLE 53821 0 32740 ISHARES TR IBONDS DEC 2031 46436E486 14272420 684857 SH SOLE 375189 0 309668 ISHARES TR IBONDS DEC 2032 46436E312 6369544 252860 SH SOLE 174168 0 78692 ISHARES TR IBONDS DEC 2033 46436E130 3261712 126693 SH SOLE 89919 0 36774 ISHARES TR IBONDS DEC 26 46435U259 4478608 174672 SH SOLE 96982 0 77690 ISHARES TR IBONDS DEC 27 46435U283 6292086 247525 SH SOLE 161690 0 85835 ISHARES TR IBONDS DEC 28 46435U325 9600098 375297 SH SOLE 311827 0 63470 ISHARES TR IBONDS DEC 29 46436E205 25897304 1118191 SH SOLE 726609 0 391582 ISHARES TR IBONDS DEC2026 46435GAA0 36248517 1496018 SH SOLE 1090104 0 405914 ISHARES TR IBOXX HI YD ETF 464288513 1525348 19074 SH SOLE 224 0 18850 ISHARES TR MSCI EAFE ETF 464287465 600531 5781 SH SOLE 5714 0 67 ISHARES TR MSCI EMG MKT ETF 464287234 1657985 24236 SH SOLE 24236 0 0 ISHARES TR RUS 1000 ETF 464287622 249386 609 SH SOLE 609 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 4523762 36432 SH SOLE 35528 0 904 ISHARES TR RUS MID CAP ETF 464287499 343758 3116 SH SOLE 3116 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 614120 2044 SH SOLE 1906 0 138 ISHARES TR SELECT DIVID ETF 464287168 3139911 20089 SH SOLE 19039 0 1050 ISHARES TR ULTRA SHORT DUR 46434V878 3619961 71569 SH SOLE 62550 0 9019 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 4180382 85218 SH SOLE 81748 0 3470 JOHNSON & JOHNSON COM 478160104 22281736 87734 SH SOLE 73879 0 13855 JPMORGAN CHASE & CO COM 46625H100 12645535 38632 SH SOLE 23851 0 14781 KIMBERLY-CLARK CORP COM 494368103 543811 4897 SH SOLE 1195 0 3702 KINSALE CAP GROUP INC COM 49714P108 19417894 58876 SH SOLE 48081 0 10795 KLA CORP COM NEW 482480100 869227 2881 SH SOLE 2710 0 171 L3HARRIS TECHNOLOGIES INC COM 502431109 769483 2648 SH SOLE 2450 0 198 LAM RESEARCH CORP COM NEW 512807306 217229 501 SH SOLE 140 0 361 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 290463 3053 SH SOLE 3000 0 53 LINDE PLC SHS G54950103 776854 1497 SH SOLE 1451 0 46 LOWES COS INC COM 548661107 535443 2428 SH SOLE 2175 0 253 MARATHON PETE CORP COM 56585A102 203002 794 SH SOLE 792 0 2 MARKEL GROUP INC COM 570535104 371072 190 SH SOLE 189 0 1 MARSH & MCLENNAN COS INC COM 571748102 1914372 11486 SH SOLE 7550 0 3936 MASCO CORP COM 574599106 1364901 16774 SH SOLE 571 0 16203 MASTERCARD INCORPORATED CL A 57636Q104 3793450 7386 SH SOLE 4480 0 2906 MCCORMICK & CO INC COM NON VTG 579780206 1645911 32644 SH SOLE 28411 0 4233 MCDONALDS CORP COM 580135101 2797153 10348 SH SOLE 1717 0 8631 MERCADOLIBRE INC COM 58733R102 19779686 11653 SH SOLE 9143 0 2510 MERCK & CO INC COM 58933Y105 5927369 45824 SH SOLE 20447 0 25377 META PLATFORMS INC CL A 30303M102 55879532 99202 SH SOLE 78753 0 20449 MICRON TECHNOLOGY INC COM 595112103 1360908 1179 SH SOLE 527 0 652 MICROSOFT CORP COM 594918104 102369744 274435 SH SOLE 204281 0 70154 MONDELEZ INTL INC CL A 609207105 200282 3433 SH SOLE 1544 0 1889 MOODYS CORP COM 615369105 473755 1046 SH SOLE 15 0 1031 MORGAN STANLEY COM NEW 617446448 3836144 18351 SH SOLE 14759 0 3592 NEBIUS GROUP N.V. 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COM 64110L106 9957801 139465 SH SOLE 94180 0 45285 NEXTERA ENERGY INC COM 65339F101 1000102 11395 SH SOLE 1249 0 10146 NIKE INC CL B 654106103 211609 5105 SH SOLE 262 0 4843 NORFOLK SOUTHN CORP COM 655844108 716637 2278 SH SOLE 150 0 2128 NUCOR CORP COM 670346105 4415732 19774 SH SOLE 160 0 19614 NVIDIA CORPORATION COM 67066G104 125264695 626042 SH SOLE 430461 0 195581 ORACLE CORP COM 68389X105 26032367 177635 SH SOLE 4949 0 172686 OREILLY AUTOMOTIVE INC COM 67103H107 45604074 495212 SH SOLE 388400 0 106812 OTIS WORLDWIDE CORP COM 68902V107 252225 3523 SH SOLE 2332 0 1191 PALANTIR TECHNOLOGIES INC CL A 69608A108 309993 2657 SH SOLE 1855 0 802 PALO ALTO NETWORKS INC COM 697435105 1038406 3045 SH SOLE 2332 0 713 PAYCHEX INC COM 704326107 1411036 14350 SH SOLE 14120 0 230 PEPSICO INC COM 713448108 4670275 34492 SH SOLE 19927 0 14565 PERSONALIS INC COM 71535D106 7445590 555641 SH SOLE 87463 0 468178 PFIZER INC COM 717081103 1242688 51607 SH SOLE 26963 0 24644 PHILIP MORRIS INTL INC COM 718172109 611703 3354 SH SOLE 1420 0 1934 PHILLIPS 66 COM 718546104 939619 5558 SH SOLE 869 0 4689 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8109359 80442 SH SOLE 71186 0 9256 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 6142943 64250 SH SOLE 61034 0 3216 PROCTER & GAMBLE CO COM 742718109 18410180 125547 SH SOLE 79931 0 45616 PROSHARES TR S&P 500 DV ARIST 74348A467 346845 6176 SH SOLE 6160 0 16 PROSHARES TR ULTRPRO S&P500 74347X864 308252 2174 SH SOLE 2174 0 0 QNITY ELECTRONICS INC COMMON STOCK 74743L100 636093 3895 SH SOLE 1068 0 2827 QUALCOMM INC COM 747525103 342047 1851 SH SOLE 1095 0 756 QUANTA SVCS INC COM 74762E102 337699 469 SH SOLE 234 0 235 RANGE RES CORP COM 75281A109 211983 5700 SH SOLE 5700 0 0 REGENERON PHARMACEUTICALS COM 75886F107 23179476 37174 SH SOLE 27341 0 9833 ROSS STORES INC COM 778296103 400158 1880 SH SOLE 80 0 1800 RTX CORPORATION COM 75513E101 4258415 22445 SH SOLE 7370 0 15075 S&P GLOBAL INC COM 78409V104 40506895 99462 SH SOLE 80390 0 19072 SALESFORCE INC COM 79466L302 584884 3723 SH SOLE 64 0 3659 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 588216 18550 SH SOLE 10191 0 8359 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 351529 364 SH SOLE 12 0 352 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 463764 2923 SH SOLE 2116 0 807 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 216617 1847 SH SOLE 1280 0 567 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 16461073 309943 SH SOLE 240545 0 69398 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 1090820 5889 SH SOLE 4731 0 1158 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 3206833 16832 SH SOLE 13594 0 3238 SEMPRA COM 816851109 266005 2849 SH SOLE 2722 0 127 SERVICE CORP INTL COM 817565104 1353152 17814 SH SOLE 266 0 17548 SERVICENOW INC COM 81762P102 21405761 215610 SH SOLE 166984 0 48626 SHELL PLC SPON ADS 780259305 1019574 13149 SH SOLE 400 0 12749 SHERWIN WILLIAMS CO COM 824348106 402855 1170 SH SOLE 468 0 702 SHOPIFY INC CL A SUB VTG SHS 82509L107 617143 5405 SH SOLE 786 0 4619 SIMON PPTY GROUP INC NEW COM 828806109 2412289 10786 SH SOLE 136 0 10650 SKEENA RES LTD NEW COM 83056P715 533200 20000 SH SOLE 20000 0 0 SLB LIMITED COM STK 806857108 395334 8450 SH SOLE 8000 0 450 SNAP INC CL A 83304A106 44400 10000 SH SOLE 10000 0 0 SOFI TECHNOLOGIES INC COM 83406F102 956512 53347 SH SOLE 53347 0 0 SOUTHERN CO COM 842587107 276698 2891 SH SOLE 2291 0 600 SPDR GOLD TR GOLD SHS 78463V107 7737086 21003 SH SOLE 20575 0 428 SPDR SERIES TRUST ST STR SP DIV 78464A763 370848 2437 SH SOLE 1361 0 1076 STARBUCKS CORP COM 855244109 865345 8468 SH SOLE 6020 0 2448 STATE STR CORP COM 857477103 425866 2511 SH SOLE 910 0 1601 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 20789915 27769 SH SOLE 16789 0 10980 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 759331 1077 SH SOLE 1077 0 0 STRYKER CORPORATION COM 863667101 39323338 124552 SH SOLE 79739 0 44813 SUN LIFE FINANCIAL INC. COM 866796105 218243 2783 SH SOLE 2783 0 0 SYNOPSYS INC COM 871607107 9980817 22375 SH SOLE 18709 0 3666 SYSCO CORP COM 871829107 1733784 20744 SH SOLE 3570 0 17174 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 503871 1053 SH SOLE 435 0 618 TE CONNECTIVITY PLC ORD SHS G87052109 34444666 170848 SH SOLE 138953 0 31895 TERRENO RLTY CORP COM 88146M101 11215425 171782 SH SOLE 141623 0 30159 TESLA INC COM 88160R101 22369611 53185 SH SOLE 1000 0 52185 TEXAS INSTRS INC COM 882508104 768723 2579 SH SOLE 1771 0 808 TEXAS PACIFIC LAND CORPORATI COM 88262P102 21776967 49760 SH SOLE 49760 0 0 THE CIGNA GROUP COM 125523100 1100239 3991 SH SOLE 1150 0 2841 THERMO FISHER SCIENTIFIC INC COM 883556102 35034404 69813 SH SOLE 57919 0 11894 TJX COS INC NEW COM 872540109 62333463 411442 SH SOLE 343771 0 67671 TRANSDIGM GROUP INC COM 893641100 27908903 20952 SH SOLE 15768 0 5184 TRAVELERS COMPANIES INC COM 89417E109 526872 1596 SH SOLE 587 0 1009 UBER TECHNOLOGIES INC COM 90353T100 18116490 251060 SH SOLE 202390 0 48670 UGI CORP NEW COM 902681105 349150 10000 SH SOLE 10000 0 0 UNION PAC CORP COM 907818108 2204832 8106 SH SOLE 4604 0 3502 UNITED PARCEL SVCS INC CL B 911312106 455585 4238 SH SOLE 3335 0 903 UNIVERSAL CORP VA MTNS BK EN COM 913456109 333002 6383 SH SOLE 6383 0 0 US FOODS HLDG CORP COM 912008109 6135921 60009 SH SOLE 47657 0 12352 VALHI INC NEW COM 918905209 146700 10000 SH SOLE 10000 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 410884 5446 SH SOLE 5400 0 46 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2810135 38280 SH SOLE 31493 0 6787 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 490205 1991 SH SOLE 1991 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 692135 8035 SH SOLE 5072 0 2963 VANGUARD INDEX FDS LARGE CAP ETF 922908637 223542 650 SH SOLE 650 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 353318 1152 SH SOLE 1152 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2468194 30628 SH SOLE 1940 0 28688 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 60339006 87854 SH SOLE 24933 0 62921 VANGUARD INDEX FDS SMALL CP ETF 922908751 2260682 7456 SH SOLE 649 0 6807 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8383997 22657 SH SOLE 20789 0 1868 VANGUARD INDEX FDS VALUE ETF 922908744 1022528 4692 SH SOLE 4384 0 308 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 183247513 2188030 SH SOLE 1660376 0 527654 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4436818 74331 SH SOLE 37581 0 36750 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 712937 3013 SH SOLE 2940 0 73 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2008110 28184 SH SOLE 5103 0 23081 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2638153 16694 SH SOLE 788 0 15906 VANGUARD WORLD FD DEVE MA GROW ETF 921910667 475376 5840 SH SOLE 4504 0 1336 VERIZON COMMUNICATIONS INC COM 92343V104 528049 12472 SH SOLE 900 0 11572 VERTEX PHARMACEUTICALS INC COM 92532F100 982036 1977 SH SOLE 1186 0 791 VISA INC COM CL A 92826C839 60859363 177386 SH SOLE 134286 0 43100 VISTANCE NETWORKS INC COM 20337X109 19950680 1561086 SH SOLE 939691 0 621395 VIZSLA SILVER CORP COM NEW 92859G608 66000 20000 SH SOLE 20000 0 0 WALMART INC COM 931142103 37812933 333860 SH SOLE 264788 0 69072 WASTE MGMT INC DEL COM 94106L109 903540 4054 SH SOLE 270 0 3784 WATSCO INC COM 942622200 33544579 80495 SH SOLE 67176 0 13319 WEYERHAEUSER CO COM NEW 962166104 590313 24658 SH SOLE 2160 0 22498 WHEATON PRECIOUS METALS CORP COM 962879102 1763424 15700 SH SOLE 15700 0 0 YUM BRANDS INC COM 988498101 675569 4226 SH SOLE 3976 0 250