Ishares Short Treasury SHORT TREAS BD 464288679 33548 304985 SH SOLE 0 0 0 iShares S&P Short Term Nat'l M SHRT NAT MUN ETF 464288158 29292 285330 SH SOLE 0 0 0 UnitedHealth Group, Inc. COM 91324P102 24914 49330 SH SOLE 32479 0 16851 Automatic Data Processing COM 053015103 23182 102488 SH SOLE 71008 0 31480 Eli Lilly COM 532457108 22279 68900 SH SOLE 48369 0 20531 Dollar General COM 256677105 21630 90179 SH SOLE 61818 0 28361 Abbvie Inc COM 00287Y109 21431 159685 SH SOLE 109209 0 50476 Lowes Companies Inc COM 548661107 20492 109109 SH SOLE 74109 0 35000 CDW Corp COM 12514G108 20413 130785 SH SOLE 89151 0 41634 Accenture PLC SHS CLASS A G1151C101 19871 77229 SH SOLE 51178 0 26051 Canadian National Railway Co COM 136375102 19147 177307 SH SOLE 119536 0 57771 Texas Instruments Inc COM 882508104 18872 121925 SH SOLE 82993 0 38932 iShares 1-3 Year Treasury ETF 1-3 YR TREAS BD 464287457 18627 229370 SH SOLE 0 0 0 Zoetis Inc COM 98978V103 18010 121451 SH SOLE 80932 0 40519 Starbucks Corp COM 855244109 17652 209490 SH SOLE 142224 0 67266 Mastercard, Inc. CL A 57636Q104 17366 61074 SH SOLE 40210 0 20864 Sherwin-Williams Co COM 824348106 17171 83862 SH SOLE 54718 0 29144 American Tower Corporation COM 03027X100 17031 79324 SH SOLE 54417 0 24907 S&P Global Inc COM 78409V104 16582 54305 SH SOLE 37301 0 17004 D R Horton Co COM 23331A109 16497 244945 SH SOLE 169200 0 75745 Roper Industries Inc. COM 776696106 16303 45332 SH SOLE 31209 0 14123 Carrier Global Corporation Com COM 14448C104 16133 453696 SH SOLE 316712 0 136984 Nike, Inc. Class B CL B 654106103 15975 192195 SH SOLE 130662 0 61533 Spdr Bloomberg Barclays 1-3 Mo SPDR BLOOMBERG 78468R663 1674 18278 SH SOLE 0 0 0 Proshares S&P 500 Dividend Ari S&P 500 DV ARIST 74348A467 1093 13665 SH SOLE 0 0 0 Ishares 0-5 Year Tips 0-5 YR TIPS ETF 46429B747 932 9700 SH SOLE 0 0 0 Exxon Mobil Corporation COM 30231G102 771 8826 SH SOLE 0 0 0 Apple Computer Inc COM 037833100 642 4646 SH SOLE 0 0 0 Willis Towers Watson SHS G96629103 583 2900 SH SOLE 0 0 0 Sector SPDR Engy Select ENERGY 81369Y506 579 8040 SH SOLE 0 0 0 Costco Whsl Corp New COM 22160K105 568 1202 SH SOLE 0 0 0 Financial Select Sector SPDR SBI INT-FINL 81369Y605 486 16000 SH SOLE 0 0 0 Alphabet Inc Class C CAP STK CL C 02079K107 479 4980 SH SOLE 0 0 0 Novo-Nordisk A-S ADR ADR 670100205 453 4550 SH SOLE 0 0 0 J P Morgan Chase & Co COM 46625H100 395 3779 SH SOLE 0 0 0 Tesla Motors Inc COM 88160R101 390 1470 SH SOLE 0 0 0 Vanguard Dividend Appreciation DIV APP ETF 921908844 384 2840 SH SOLE 0 0 0 AMAZON.COM COM 023135106 365 3228 SH SOLE 0 0 0 Vaneck Oil Services Etf OIL SVCS ETF 92189H607 364 1725 SH SOLE 0 0 0 Microsoft Corp COM 594918104 361 1550 SH SOLE 0 0 0 Alphabet Inc Class A CAP STK CL A 02079K305 339 3540 SH SOLE 0 0 0 PROGRESSIVE CORPORATION COM 743315103 337 2900 SH SOLE 0 0 0 Home Depot Inc COM 437076102 327 1183 SH SOLE 0 0 0 John Hancock Multifactor Techn COM 47804J602 323 4861 SH SOLE 0 0 0 PETROLEO BRASILEIRO SA ADR SPO SPONSORED ADR 71654V408 315 25548 SH SOLE 0 0 0 Target Corporation COM 87612E106 312 2103 SH SOLE 0 0 0 Pacer US Cash Cows US CASH COWS 100 69374H881 312 7600 SH SOLE 0 0 0 Ford Motor Company New COM 345370860 310 27666 SH SOLE 0 0 0 THERMO FISHER SCIENTIFIC INC. COM 883556102 304 600 SH SOLE 0 0 0 Nvidia Corp COM 67066G104 280 2308 SH SOLE 0 0 0 Pfizer Incorporated COM 717081103 278 6351 SH SOLE 0 0 0 SPDR S&P Biotech ETF SBI HEALTHCARE 78464A870 278 3500 SH SOLE 0 0 0 Invitation Homes Inc COM 46187W107 273 8071 SH SOLE 0 0 0 Equinor A S A SPONSORED ADR 29446M102 258 7800 SH SOLE 0 0 0 Wp Carey Inc Com Usd0.001 COM 92936U109 254 3640 SH SOLE 0 0 0 Freeport Mcmoran Copper CL B 35671D857 241 8800 SH SOLE 0 0 0 iShares Tr S&P 500 S&P 100 ETF 464287200 239 665 SH SOLE 0 0 0 REALTY INCOME CORP COM 756109104 234 4025 SH SOLE 0 0 0 Schwab US Mid Cap ETF US MID-CAP ETF 808524508 228 3761 SH SOLE 0 0 0 Rio Tinto plc ADR SPONSORED ADR 767204100 209 3800 SH SOLE 0 0 0 Bankamerica Corp New COM 060505104 202 6700 SH SOLE 0 0 0 ULTA SALON COSMETICS & FRAGRAN COM 90384S303 201 500 SH SOLE 0 0 0 Cerus Corp COM 157085101 106 29399 SH SOLE 0 0 0