INVITATION HOMES INC COM 46187W107 294 10695 SH SOLE 10695 0 0 CIGNA CORP NEW COM 125523100 372 1983 SH SOLE 1983 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2511 90914 SH SOLE 86324 0 4590 IDACORP INC COM 451107106 627 7179 SH SOLE 7179 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 562 3923 SH SOLE 3923 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1341 6462 SH SOLE 4687 0 1775 AMERICAN TOWER CORP NEW COM 03027X100 927 3585 SH SOLE 3585 0 0 HOST HOTELS & RESORTS INC COM 44107P104 153 14147 SH SOLE 14147 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1162 6053 SH SOLE 5662 0 391 MASTERCARD INCORPORATED CL A 57636Q104 621 2101 SH SOLE 2101 0 0 MODERNA INC COM 60770K107 1058 16477 SH SOLE 16477 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 630 13496 SH SOLE 13274 0 222 INTERNATIONAL BUSINESS MACHS COM 459200101 16891 139863 SH SOLE 132197 0 7665 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 426 1502 SH SOLE 1421 0 81 CMS ENERGY CORP COM 125896100 894 15308 SH SOLE 15308 0 0 NIKE INC CL B 654106103 332 3384 SH SOLE 3384 0 0 EXXON MOBIL CORP COM 30231G102 13113 293216 SH SOLE 277517 0 15699 PNM RES INC COM 69349H107 568 14780 SH SOLE 14780 0 0 PROCTER AND GAMBLE CO COM 742718109 594 4969 SH SOLE 4969 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 27293 135053 SH SOLE 122499 0 12554 ISHARES TR CORE S&P500 ETF 464287200 690 2227 SH SOLE 2002 0 225 ISHARES TR MSCI EAFE ETF 464287465 249 4087 SH SOLE 2789 0 1298 AVISTA CORP COM 05379B107 669 18384 SH SOLE 18384 0 0 DOW INC COM 260557103 13245 324960 SH SOLE 306458 0 18502 TE CONNECTIVITY LTD REG SHS H84989104 219 2689 SH SOLE 2689 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3602 45863 SH SOLE 43606 0 2257 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1074 21435 SH SOLE 21435 0 0 ALLETE INC COM NEW 018522300 549 10052 SH SOLE 10052 0 0 PUBLIC STORAGE COM 74460D109 570 2972 SH SOLE 2972 0 0 EXTRA SPACE STORAGE INC COM 30225T102 232 2510 SH SOLE 2510 0 0 AMEREN CORP COM 023608102 780 11081 SH SOLE 11081 0 0 INTEL CORP COM 458140100 584 9760 SH SOLE 9760 0 0 COLGATE PALMOLIVE CO COM 194162103 425 5804 SH SOLE 5804 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 10393 104362 SH SOLE 100242 0 4120 SPDR SER TR PORTFOLIO S&P500 78464A854 1463 40352 SH SOLE 34873 0 5479 NISOURCE INC COM 65473P105 690 30357 SH SOLE 30357 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 395 2435 SH SOLE 2435 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3810 35638 SH SOLE 31942 0 3696 WORLD GOLD TR SPDR GLD MINIS 98149E204 25412 1430881 SH SOLE 1347396 0 83485 SPDR SER TR PORTFOLIO S&P600 78468R853 665 25035 SH SOLE 22860 0 2175 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 937 38499 SH SOLE 38499 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 267 1 SH SOLE 0 0 1 MONDELEZ INTL INC CL A 609207105 2124 41550 SH SOLE 41550 0 0 ISHARES TR COHEN STEER REIT 464287564 310 3070 SH SOLE 3070 0 0 OGE ENERGY CORP COM 670837103 406 13387 SH SOLE 13387 0 0 AMERICAN ELEC PWR CO INC COM 025537101 855 10742 SH SOLE 10742 0 0 DUKE REALTY CORP COM NEW 264411505 255 7201 SH SOLE 7201 0 0 PROLOGIS INC. COM 74340W103 852 9131 SH SOLE 9131 0 0 APPLE INC COM 037833100 7008 19211 SH SOLE 19211 0 0 EVERSOURCE ENERGY COM 30040W108 1031 12386 SH SOLE 12386 0 0 EQUINIX INC COM 29444U700 830 1182 SH SOLE 1182 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6502 26262 SH SOLE 26262 0 0 BLACK HILLS CORP COM 092113109 762 13453 SH SOLE 13453 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2452 27762 SH SOLE 27371 0 391 BOSTON PPTYS LTD PARTNERSHIP COM 101121101 259 2864 SH SOLE 2864 0 0 MCDONALDS CORP COM 580135101 632 3428 SH SOLE 3428 0 0 SIMON PPTY GROUP INC NEW COM 828806109 417 6095 SH SOLE 6095 0 0 MICROSOFT CORP COM 594918104 263 1290 SH SOLE 1290 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 994 34308 SH SOLE 33318 0 990 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1373 7692 SH SOLE 3881 0 3811 ONE GAS INC COM 68235P108 649 8424 SH SOLE 8424 0 0 AVALONBAY CMNTYS INC COM 053484101 427 2759 SH SOLE 2759 0 0 CHEVRON CORP NEW COM 166764100 7554 84661 SH SOLE 79786 0 4875 VISA INC COM CL A 92826C839 423 2189 SH SOLE 1319 0 870 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1910 29236 SH SOLE 27641 0 1595 ISHARES TR SHORT TREAS BD 464288679 287 2596 SH SOLE 2596 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 357 7490 SH SOLE 7490 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 284 4028 SH SOLE 4028 0 0 ALLIANT ENERGY CORP COM 018802108 861 17991 SH SOLE 17991 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 236 4350 SH SOLE 4350 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6559 21272 SH SOLE 20769 0 503 SPDR SER TR SPDR BLOOMBERG 78468R663 542 5926 SH SOLE 5926 0 0 ISHARES TR CORE S&P SCP ETF 464287804 705 10330 SH SOLE 9795 0 535 TESLA INC COM 88160R101 1386 1284 SH SOLE 1284 0 0 ATMOS ENERGY CORP COM 049560105 554 5568 SH SOLE 5568 0 0 ISHARES TR S&P 500 VAL ETF 464287408 353 3259 SH SOLE 2830 0 429 MEDTRONIC PLC SHS G5960L103 266 2902 SH SOLE 2902 0 0 ALPHABET INC CAP STK CL A 02079K305 2059 1452 SH SOLE 1452 0 0 NORTHWEST NAT HLDG CO COM 66765N105 658 11792 SH SOLE 11792 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 660 16515 SH SOLE 14993 0 1522 HOMOLOGY MEDICINES INC COM 438083107 473 31136 SH SOLE 31136 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2189 15310 SH SOLE 14750 0 560 SPDR SER TR S&P 600 SMCP VAL 78464A300 1029 20941 SH SOLE 20941 0 0 WEC ENERGY GROUP INC COM 92939U106 834 9511 SH SOLE 9511 0 0 DIGITAL RLTY TR INC COM 253868103 742 5222 SH SOLE 5222 0 0 SPIRE INC COM 84857L101 670 10194 SH SOLE 10194 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3947 47482 SH SOLE 43442 0 4040 PORTLAND GEN ELEC CO COM NEW 736508847 700 16737 SH SOLE 16737 0 0 XCEL ENERGY INC COM 98389B100 978 15648 SH SOLE 15648 0 0 UDR INC COM 902653104 213 5691 SH SOLE 5691 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2165 37501 SH SOLE 36452 0 1049 NEXTERA ENERGY INC COM 65339F101 473 1969 SH SOLE 1969 0 0 NORTHWESTERN CORP COM NEW 668074305 807 14808 SH SOLE 14808 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 219 4350 SH SOLE 4350 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4561 115147 SH SOLE 113652 0 1495 ENTERGY CORP NEW COM 29364G103 1235 13168 SH SOLE 13168 0 0 DISNEY WALT CO COM DISNEY 254687106 248 2225 SH SOLE 2225 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3422 23480 SH SOLE 21720 0 1760 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1156 34538 SH SOLE 32239 0 2299 PEPSICO INC COM 713448108 1086 8210 SH SOLE 8210 0 0 JPMORGAN CHASE & CO COM 46625H100 276 2936 SH SOLE 2936 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 666 2236 SH SOLE 2236 0 0 FIRSTENERGY CORP COM 337932107 1059 27318 SH SOLE 27318 0 0 ISHARES TR SP SMCP600VL ETF 464287879 933 7750 SH SOLE 7440 0 310 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1285 17338 SH SOLE 17338 0 0 PHILIP MORRIS INTL INC COM 718172109 729 10410 SH SOLE 10000 0 410 LILLY ELI & CO COM 532457108 468 2850 SH SOLE 2850 0 0 HOME DEPOT INC COM 437076102 798 3187 SH SOLE 2034 0 1153 GOLD TRUST ISHARES 464285105 14597 859158 SH SOLE 786638 0 72520 EQUITY RESIDENTIAL SH BEN INT 29476L107 409 6959 SH SOLE 6959 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 13250 240335 SH SOLE 227798 0 12537 ISHARES TR RUS 1000 VAL ETF 464287598 285 2530 SH SOLE 2530 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 370 7173 SH SOLE 7173 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 6104 157348 SH SOLE 147680 0 9667 ESSEX PPTY TR INC COM 297178105 295 1288 SH SOLE 1288 0 0 PINNACLE WEST CAP CORP COM 723484101 741 10111 SH SOLE 10111 0 0 SUN CMNTYS INC COM 866674104 250 1840 SH SOLE 1840 0 0 ISHARES TR CORE US AGGBD ET 464287226 767 6488 SH SOLE 6223 0 265 REALTY INCOME CORP COM 756109104 405 6808 SH SOLE 6808 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1130 14143 SH SOLE 14143 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 222 3552 SH SOLE 3552 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 332 2471 SH SOLE 2471 0 0 CAPSTAR FINL HLDGS INC COM 14070T102 120 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL C 02079K107 2174 1538 SH SOLE 1538 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3229 26106 SH SOLE 24399 0 1707 ISHARES TR 1 3 YR TREAS BD 464287457 2107 24324 SH SOLE 24027 0 297 ISHARES TR TIPS BD ETF 464287176 806 6551 SH SOLE 5736 0 815 ISHARES TR MICRO-CAP ETF 464288869 203 2325 SH SOLE 2135 0 190 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1069 35930 SH SOLE 35930 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1637 10457 SH SOLE 10457 0 0 GENERAL ELECTRIC CO COM 369604103 82 11965 SH SOLE 11965 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 8098 73991 SH SOLE 73991 0 0 SPDR GOLD TR GOLD SHS 78463V107 583 3486 SH SOLE 3436 0 50 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 522 5482 SH SOLE 5482 0 0