ALEXANDRIA REAL ESTATE EQ IN COM 015271109 390 2435 SH SOLE 2435 0 0 ALLETE INC COM NEW 018522300 520 10052 SH SOLE 10052 0 0 ALLIANT ENERGY CORP COM 018802108 929 17991 SH SOLE 17991 0 0 ALPHABET INC CAP STK CL C 02079K107 2257 1536 SH SOLE 1536 0 0 ALPHABET INC CAP STK CL A 02079K305 2125 1450 SH SOLE 1450 0 0 AMEREN CORP COM 023608102 876 11081 SH SOLE 11081 0 0 AMERICAN ELEC PWR CO INC COM 025537101 878 10742 SH SOLE 10742 0 0 AMERICAN TOWER CORP NEW COM 03027X100 867 3585 SH SOLE 3585 0 0 APPLE INC COM 037833100 8910 76934 SH SOLE 76934 0 0 ATMOS ENERGY CORP COM 049560105 532 5568 SH SOLE 5568 0 0 AVALONBAY CMNTYS INC COM 053484101 412 2760 SH SOLE 2760 0 0 AVISTA CORP COM 05379B107 627 18384 SH SOLE 18384 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 320 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1848 8679 SH SOLE 4868 0 3811 BLACK HILLS CORP COM 092113109 720 13453 SH SOLE 13453 0 0 BOSTON PROPERTIES INC COM 101121101 230 2864 SH SOLE 2864 0 0 CAPSTAR FINL HLDGS INC COM 14070T102 98 10000 SH SOLE 10000 0 0 CHEVRON CORP NEW COM 166764100 6308 87612 SH SOLE 82220 0 5392 CIGNA CORP NEW COM 125523100 336 1983 SH SOLE 1983 0 0 CMS ENERGY CORP COM 125896100 940 15308 SH SOLE 15308 0 0 COLGATE PALMOLIVE CO COM 194162103 448 5810 SH SOLE 5810 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 340 2471 SH SOLE 2471 0 0 DIGITAL RLTY TR INC COM 253868103 766 5222 SH SOLE 5222 0 0 DISNEY WALT CO COM DISNEY 254687106 1781 14350 SH SOLE 14348 0 2 DOW INC COM 260557103 17100 363444 SH SOLE 341724 0 21720 DUKE ENERGY CORP NEW COM NEW 26441C204 1253 14143 SH SOLE 14143 0 0 DUKE REALTY CORP COM NEW 264411505 266 7201 SH SOLE 7201 0 0 ENTERGY CORP NEW COM 29364G103 1297 13168 SH SOLE 13168 0 0 EQUINIX INC COM 29444U700 898 1182 SH SOLE 1182 0 0 EQUITY LIFESTYLE PPTYS INC COM 29472R108 218 3552 SH SOLE 3552 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 357 6959 SH SOLE 6959 0 0 ESSEX PPTY TR INC COM 297178105 259 1288 SH SOLE 1288 0 0 EVERSOURCE ENERGY COM 30040W108 1035 12386 SH SOLE 12386 0 0 EXTRA SPACE STORAGE INC COM 30225T102 269 2510 SH SOLE 2510 0 0 EXXON MOBIL CORP COM 30231G102 9842 286677 SH SOLE 270904 0 15773 FIRSTENERGY CORP COM 337932107 784 27318 SH SOLE 27318 0 0 GENERAL ELECTRIC CO COM 369604103 75 11965 SH SOLE 11965 0 0 HOME DEPOT INC COM 437076102 883 3179 SH SOLE 2034 0 1145 HOMOLOGY MEDICINES INC COM 438083107 395 36955 SH SOLE 36955 0 0 HOST HOTELS & RESORTS INC COM 44107P104 153 14147 SH SOLE 14147 0 0 IDACORP INC COM 451107106 574 7179 SH SOLE 7179 0 0 INTEL CORP COM 458140100 508 9804 SH SOLE 9804 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 16099 132320 SH SOLE 124732 0 7588 INVESCO QQQ TR UNIT SER 1 46090E103 7297 26262 SH SOLE 26262 0 0 INVITATION HOMES INC COM 46187W107 299 10695 SH SOLE 10695 0 0 ISHARES GOLD TRUST ISHARES 464285105 14877 826986 SH SOLE 758444 0 68542 ISHARES TR MSCI EMG MKT ETF 464287234 709 16090 SH SOLE 14633 0 1457 ISHARES TR MSCI EAFE ETF 464287465 260 4087 SH SOLE 2789 0 1298 ISHARES TR RUSSELL 2000 ETF 464287655 588 3923 SH SOLE 3923 0 0 ISHARES TR TIPS BD ETF 464287176 936 7401 SH SOLE 6586 0 815 ISHARES TR S&P 500 GRWT ETF 464287309 1462 6325 SH SOLE 4585 0 1740 ISHARES TR SP SMCP600VL ETF 464287879 949 7751 SH SOLE 7441 0 310 ISHARES TR RUS 1000 GRW ETF 464287614 1210 5577 SH SOLE 5193 0 384 ISHARES TR COHEN STEER REIT 464287564 313 3070 SH SOLE 3070 0 0 ISHARES TR MICRO-CAP ETF 464288869 294 3249 SH SOLE 3059 0 190 ISHARES TR CORE S&P500 ETF 464287200 748 2227 SH SOLE 2002 0 225 ISHARES TR S&P 500 VAL ETF 464287408 366 3259 SH SOLE 2830 0 429 ISHARES TR 1 3 YR TREAS BD 464287457 2138 24709 SH SOLE 24412 0 297 ISHARES TR CORE US AGGBD ET 464287226 767 6493 SH SOLE 6228 0 265 ISHARES TR RUS 1000 VAL ETF 464287598 299 2530 SH SOLE 2530 0 0 ISHARES TR CORE S&P SCP ETF 464287804 836 11899 SH SOLE 11364 0 535 ISHARES TR SHORT TREAS BD 464288679 287 2596 SH SOLE 2596 0 0 JPMORGAN CHASE & CO COM 46625H100 283 2936 SH SOLE 2936 0 0 LILLY ELI & CO COM 532457108 422 2850 SH SOLE 2850 0 0 MASTERCARD INCORPORATED CL A 57636Q104 712 2104 SH SOLE 2104 0 0 MCDONALDS CORP COM 580135101 757 3447 SH SOLE 3447 0 0 MEDTRONIC PLC SHS G5960L103 302 2902 SH SOLE 2902 0 0 MICROSOFT CORP COM 594918104 250 1190 SH SOLE 1190 0 0 MONDELEZ INTL INC CL A 609207105 2374 41320 SH SOLE 41320 0 0 NEXTERA ENERGY INC COM 65339F101 547 1969 SH SOLE 1969 0 0 NIKE INC CL B 654106103 426 3393 SH SOLE 3393 0 0 NISOURCE INC COM 65473P105 668 30357 SH SOLE 30357 0 0 NORTHWEST NAT HLDG CO COM 66765N105 535 11792 SH SOLE 11792 0 0 NORTHWESTERN CORP COM NEW 668074305 720 14808 SH SOLE 14808 0 0 OGE ENERGY CORP COM 670837103 401 13387 SH SOLE 13387 0 0 ONE GAS INC COM 68235P108 581 8424 SH SOLE 8424 0 0 PEPSICO INC COM 713448108 675 4870 SH SOLE 4870 0 0 PFIZER INC COM 717081103 210 5715 SH SOLE 5396 0 319 PHILIP MORRIS INTL INC COM 718172109 781 10410 SH SOLE 10000 0 410 PINNACLE WEST CAP CORP COM 723484101 754 10111 SH SOLE 10111 0 0 PNM RES INC COM 69349H107 611 14780 SH SOLE 14780 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 594 16737 SH SOLE 16737 0 0 PROCTER AND GAMBLE CO COM 742718109 681 4901 SH SOLE 4901 0 0 PROLOGIS INC. COM 74340W103 919 9131 SH SOLE 9131 0 0 PUBLIC STORAGE COM 74460D109 662 2972 SH SOLE 2972 0 0 REALTY INCOME CORP COM 756109104 414 6808 SH SOLE 6808 0 0 SAP SE SPON ADR 803054204 208 1333 SH SOLE 1333 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 712 2236 SH SOLE 2236 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1127 35880 SH SOLE 35880 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 399 7743 SH SOLE 7743 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1119 21435 SH SOLE 21435 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2120 31024 SH SOLE 28914 0 2110 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1030 38499 SH SOLE 38499 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1398 17338 SH SOLE 17338 0 0 SIMON PPTY GROUP INC NEW COM 828806109 394 6095 SH SOLE 6095 0 0 SPDR GOLD TR GOLD SHS 78463V107 596 3364 SH SOLE 3314 0 50 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2688 91857 SH SOLE 87267 0 4590 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1260 34458 SH SOLE 32159 0 2299 SPDR S&P 500 ETF TR TR UNIT 78462F103 7124 21272 SH SOLE 20769 0 503 SPDR SER TR SPDR BLOOMBERG 78468R663 418 4573 SH SOLE 4573 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 1054 21044 SH SOLE 21044 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1767 44897 SH SOLE 39418 0 5479 SPDR SER TR PRTFLO S&P500 VL 78464A508 1059 35077 SH SOLE 34087 0 990 SPDR SER TR PORTFOLIO S&P600 78468R853 690 25190 SH SOLE 23015 0 2175 SPIRE INC COM 84857L101 542 10194 SH SOLE 10194 0 0 SUN CMNTYS INC COM 866674104 259 1840 SH SOLE 1840 0 0 TE CONNECTIVITY LTD REG SHS H84989104 263 2689 SH SOLE 2689 0 0 TESLA INC COM 88160R101 2649 6175 SH SOLE 6175 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3979 47907 SH SOLE 43867 0 4040 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2556 28978 SH SOLE 28587 0 391 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2213 38032 SH SOLE 36982 0 1050 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4360 39410 SH SOLE 35643 0 3767 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3798 48095 SH SOLE 45835 0 2260 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2395 15310 SH SOLE 14750 0 560 VANGUARD INDEX FDS VALUE ETF 922908744 11142 106613 SH SOLE 102368 0 4245 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1832 10759 SH SOLE 10759 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3795 24677 SH SOLE 22917 0 1760 VANGUARD INDEX FDS GROWTH ETF 922908736 30677 134779 SH SOLE 120615 0 14164 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 461 1498 SH SOLE 1417 0 81 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 660 13585 SH SOLE 13363 0 222 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4862 112447 SH SOLE 110942 0 1505 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 365 7240 SH SOLE 7240 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1207 22165 SH SOLE 21700 0 465 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 528 5516 SH SOLE 5516 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 285 4042 SH SOLE 4042 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 200 1551 SH SOLE 1425 0 126 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6543 159978 SH SOLE 150307 0 9671 VANGUARD WORLD FD MEGA CAP INDEX 921910873 8933 74508 SH SOLE 74508 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3210 24867 SH SOLE 23128 0 1739 VERIZON COMMUNICATIONS INC COM 92343V104 10182 171160 SH SOLE 161669 0 9491 VISA INC COM CL A 92826C839 438 2190 SH SOLE 1320 0 870 WALGREENS BOOTS ALLIANCE INC COM 931427108 853 23750 SH SOLE 22282 0 1468 WEC ENERGY GROUP INC COM 92939U106 922 9511 SH SOLE 9511 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E204 26012 1383625 SH SOLE 1299805 0 83820 XCEL ENERGY INC COM 98389B100 1080 15648 SH SOLE 15648 0 0