ALEXANDRIA REAL ESTATE EQ IN COM 015271109 320 2267 SH SOLE 2267 0 0 ALLETE INC COM NEW 018522300 836 10052 SH SOLE 10052 0 0 ALLIANT ENERGY CORP COM 018802108 883 17991 SH SOLE 17991 0 0 ALPHABET INC CAP STK CL C 02079K107 2186 2022 SH SOLE 2022 0 0 ALPHABET INC CAP STK CL A 02079K305 2085 1926 SH SOLE 1926 0 0 AMEREN CORP COM 023608102 832 11081 SH SOLE 11081 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1089 12373 SH SOLE 12373 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1244 6084 SH SOLE 6084 0 0 APPLE INC COM 037833100 5789 29247 SH SOLE 29247 0 0 AT&T INC COM 00206R102 272 8104 SH SOLE 6850 0 1254 ATMOS ENERGY CORP COM 049560105 588 5568 SH SOLE 5568 0 0 AVALONBAY CMNTYS INC COM 053484101 604 2971 SH SOLE 2971 0 0 AVISTA CORP COM 05379B107 820 18384 SH SOLE 18384 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 318 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1660 7789 SH SOLE 3489 0 4300 BLACK HILLS CORP COM 092113109 1052 13453 SH SOLE 13453 0 0 BOEING CO COM 097023105 220 605 SH SOLE 395 0 210 BOSTON PROPERTIES INC COM 101121101 428 3320 SH SOLE 3320 0 0 CAPSTAR FINL HLDGS INC COM 14070T102 152 10000 SH SOLE 10000 0 0 CHEVRON CORP NEW COM 166764100 13394 107635 SH SOLE 98136 0 9499 CIGNA CORP NEW COM 125523100 320 2033 SH SOLE 2033 0 0 CMS ENERGY CORP COM 125896100 865 14938 SH SOLE 14938 0 0 COLGATE PALMOLIVE CO COM 194162103 444 6195 SH SOLE 6195 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 411 2384 SH SOLE 2384 0 0 DIGITAL RLTY TR INC COM 253868103 522 4430 SH SOLE 4430 0 0 DISNEY WALT CO COM DISNEY 254687106 297 2130 SH SOLE 2130 0 0 DOW INC COM 260557103 3406 69080 SH SOLE 63556 0 5524 DUKE ENERGY CORP NEW COM NEW 26441C204 1266 14343 SH SOLE 14343 0 0 DUKE REALTY CORP COM NEW 264411505 243 7686 SH SOLE 7686 0 0 ENTERGY CORP NEW COM 29364G103 1355 13168 SH SOLE 13168 0 0 EQUINIX INC COM 29444U700 861 1708 SH SOLE 1708 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 232 1916 SH SOLE 1916 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 601 7917 SH SOLE 7917 0 0 ESSEX PPTY TR INC COM 297178105 414 1419 SH SOLE 1419 0 0 EVERSOURCE ENERGY COM 30040W108 1057 13954 SH SOLE 13954 0 0 EXTRA SPACE STORAGE INC COM 30225T102 289 2720 SH SOLE 2720 0 0 EXXON MOBIL CORP COM 30231G102 21070 274958 SH SOLE 250889 0 24069 FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 203 1580 SH SOLE 1580 0 0 FIRSTENERGY CORP COM 337932107 1169 27318 SH SOLE 27318 0 0 GENERAL ELECTRIC CO COM 369604103 149 14147 SH SOLE 13352 0 795 HOME DEPOT INC COM 437076102 683 3282 SH SOLE 2090 0 1192 HOST HOTELS & RESORTS INC COM 44107P104 291 15953 SH SOLE 15953 0 0 IDACORP INC COM 451107106 721 7179 SH SOLE 7179 0 0 INTEL CORP COM 458140100 472 9860 SH SOLE 9860 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 21241 154035 SH SOLE 140682 0 13353 INVESCO QQQ TR UNIT SER 1 46090E103 4147 22210 SH SOLE 22210 0 0 ISHARES GOLD TRUST ISHARES 464285105 17241 1277097 SH SOLE 1130626 0 146471 ISHARES TR SELECT DIVID ETF 464287168 239 2400 SH SOLE 2400 0 0 ISHARES TR TIPS BD ETF 464287176 856 7410 SH SOLE 6595 0 815 ISHARES TR CORE S&P500 ETF 464287200 559 1897 SH SOLE 1672 0 225 ISHARES TR CORE US AGGBD ET 464287226 539 4842 SH SOLE 4547 0 295 ISHARES TR MSCI EMG MKT ETF 464287234 562 13102 SH SOLE 11080 0 2022 ISHARES TR S&P 500 GRWT ETF 464287309 1355 7558 SH SOLE 5186 0 2372 ISHARES TR S&P 500 VAL ETF 464287408 643 5513 SH SOLE 5084 0 429 ISHARES TR 1 3 YR TREAS BD 464287457 14388 169713 SH SOLE 165742 0 3971 ISHARES TR MSCI EAFE ETF 464287465 261 3977 SH SOLE 2679 0 1298 ISHARES TR RUS MID CAP ETF 464287499 1017 18196 SH SOLE 18196 0 0 ISHARES TR COHEN STEER REIT 464287564 352 3125 SH SOLE 3125 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 326 2560 SH SOLE 2560 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1102 7007 SH SOLE 5971 0 1036 ISHARES TR RUS 2000 VAL ETF 464287630 494 4098 SH SOLE 4098 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 531 3417 SH SOLE 3417 0 0 ISHARES TR CORE S&P SCP ETF 464287804 274 3502 SH SOLE 2562 0 940 ISHARES TR SP SMCP600VL ETF 464287879 957 6443 SH SOLE 4485 0 1958 ISHARES TR SHORT TREAS BD 464288679 374 3384 SH SOLE 3384 0 0 ISHARES TR MICRO-CAP ETF 464288869 503 5394 SH SOLE 5095 0 299 JPMORGAN CHASE & CO COM 46625H100 437 3904 SH SOLE 3411 0 493 KRAFT HEINZ CO COM 500754106 425 13692 SH SOLE 13692 0 0 LILLY ELI & CO COM 532457108 321 2900 SH SOLE 2900 0 0 MASTERCARD INC CL A 57636Q104 607 2295 SH SOLE 2295 0 0 MCDONALDS CORP COM 580135101 693 3336 SH SOLE 3336 0 0 MEDTRONIC PLC SHS G5960L103 279 2868 SH SOLE 2868 0 0 MICROSOFT CORP COM 594918104 214 1599 SH SOLE 1599 0 0 MONDELEZ INTL INC CL A 609207105 2241 41576 SH SOLE 41576 0 0 NEXTERA ENERGY INC COM 65339F101 414 2022 SH SOLE 2022 0 0 NIKE INC CL B 654106103 380 4527 SH SOLE 4527 0 0 NISOURCE INC COM 65473P105 867 30108 SH SOLE 30108 0 0 NORTHWEST NAT HLDG CO COM 66765N105 820 11792 SH SOLE 11792 0 0 NORTHWESTERN CORP COM NEW 668074305 1068 14808 SH SOLE 14808 0 0 OGE ENERGY CORP COM 670837103 570 13387 SH SOLE 13387 0 0 ONE GAS INC COM 68235P108 761 8424 SH SOLE 8424 0 0 PEPSICO INC COM 713448108 1073 8185 SH SOLE 8185 0 0 PFIZER INC COM 717081103 6029 139182 SH SOLE 127553 0 11629 PINNACLE WEST CAP CORP COM 723484101 951 10111 SH SOLE 10111 0 0 PNM RES INC COM 69349H107 789 15495 SH SOLE 15495 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 907 16737 SH SOLE 16737 0 0 PROCTER AND GAMBLE CO COM 742718109 2335 21292 SH SOLE 19807 0 1485 PROLOGIS INC COM 74340W103 1053 13152 SH SOLE 13152 0 0 PUBLIC STORAGE COM 74460D109 767 3221 SH SOLE 3221 0 0 REALTY INCOME CORP COM 756109104 430 6237 SH SOLE 6237 0 0 REGENCY CTRS CORP COM 758849103 242 3625 SH SOLE 3625 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1063 15138 SH SOLE 15138 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1173 20890 SH SOLE 20890 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2036 28480 SH SOLE 28480 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1150 43844 SH SOLE 43844 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1321 41173 SH SOLE 41173 0 0 SIMON PPTY GROUP INC NEW COM 828806109 749 4691 SH SOLE 4691 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 1231 4630 SH SOLE 4630 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 892 6698 SH SOLE 6499 0 199 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 652 18231 SH SOLE 18231 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1110 37498 SH SOLE 37498 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4738 16170 SH SOLE 16170 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 961 15833 SH SOLE 15833 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 393 12558 SH SOLE 12558 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 358 10376 SH SOLE 10376 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1327 43301 SH SOLE 43301 0 0 SPIRE INC COM 84857L101 855 10194 SH SOLE 10194 0 0 TE CONNECTIVITY LTD REG SHS H84989104 258 2689 SH SOLE 2689 0 0 UDR INC COM 902653104 258 5757 SH SOLE 5757 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4634 57544 SH SOLE 53504 0 4040 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2287 27529 SH SOLE 27529 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2495 43546 SH SOLE 43047 0 499 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3398 38879 SH SOLE 34985 0 3893 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5964 45686 SH SOLE 42013 0 3673 VANGUARD INDEX FDS MID CAP ETF 922908629 325 1946 SH SOLE 1946 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 25313 154926 SH SOLE 136361 0 18565 VANGUARD INDEX FDS VALUE ETF 922908744 8307 74890 SH SOLE 68174 0 6716 VANGUARD INDEX FDS SMALL CP ETF 922908751 2210 14108 SH SOLE 14108 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1541 10266 SH SOLE 10266 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 753 12762 SH SOLE 12190 0 572 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 222 4350 SH SOLE 4350 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4303 101165 SH SOLE 98224 0 2941 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 260 3947 SH SOLE 3947 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 500 5568 SH SOLE 5568 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5711 136916 SH SOLE 126529 0 10386 VANGUARD WORLD FD MEGA CAP INDEX 921910873 6756 66723 SH SOLE 66723 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 5035 37879 SH SOLE 30595 0 7284 VERIZON COMMUNICATIONS INC COM 92343V104 24713 432581 SH SOLE 399001 0 33580 VISA INC COM CL A 92826C839 362 2085 SH SOLE 1215 0 870 VORNADO RLTY TR SH BEN INT 929042109 239 3723 SH SOLE 3723 0 0 WEC ENERGY GROUP INC COM 92939U106 949 11380 SH SOLE 11380 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E204 22761 1615369 SH SOLE 1576425 0 38944 XCEL ENERGY INC COM 98389B100 905 15213 SH SOLE 15213 0 0