AFLAC INC COM 001055102 BBG001S5NGJ4 642442 5856 SH SOLE 5856 0 0 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 828366 4614 SH SOLE 4614 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 624609 2172 SH SOLE 2172 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1002086 3493 SH SOLE 3493 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1036533 4977 SH SOLE 4977 0 0 AMETEK INC COM 031100100 BBG001S5NN54 999038 4661 SH SOLE 4661 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1542800 6079 SH SOLE 6079 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 319427 11019 SH SOLE 11019 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 359879 751 SH SOLE 751 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 1081437 1085 SH SOLE 1085 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 1335591 32536 SH SOLE 32536 0 0 DATADOG INC CL A COM 23804L103 BBG003NJHZW5 596861 5056 SH SOLE 5056 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 1292977 3615 SH SOLE 3615 0 0 ECOLAB INC COM 278865100 BBG001S5QRB5 454608 1709 SH SOLE 1709 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 300803 327 SH SOLE 327 0 0 EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 236998 321 SH SOLE 321 0 0 EXELON CORP COM 30161N101 BBG001SBJMT2 236015 4815 SH SOLE 4815 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 603311 3556 SH SOLE 3556 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 256841 4370 SH SOLE 4370 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 329907 697 SH SOLE 697 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 298867 1233 SH SOLE 1233 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 533907 6466 SH SOLE 6466 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 1866645 19558 SH SOLE 19558 0 0 ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 13216651 223292 SH SOLE 223292 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 861980 3526 SH SOLE 3526 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 551994 6370 SH SOLE 6370 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 282885 494 SH SOLE 494 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 1334032 3949 SH SOLE 3949 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 299239 808 SH SOLE 808 0 0 NETFLIX INC. COM 64110L106 BBG001SF6L46 389504 4051 SH SOLE 4051 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1963434 11258 SH SOLE 11258 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 723363 3971 SH SOLE 3971 0 0 PIMCO ETF TR INTER MUN BD ACT 72201R866 BBG001SF6Y39 622849 11934 SH SOLE 11934 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 21114769 418529 SH SOLE 418529 0 0 PIMCO ETF TR ULTRA SHORT GOVT 72201R577 BBG01GZF4M26 18519977 183421 SH SOLE 183421 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 934121 6467 SH SOLE 6467 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 588536 2173 SH SOLE 2173 0 0 RALPH LAUREN CORP CL A 751212101 BBG001S9TL45 800454 2327 SH SOLE 2327 0 0 SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 BBG00L5F9FV7 9422787 84997 SH SOLE 84997 0 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 BBG001S7T1Q9 21148484 194058 SH SOLE 194058 0 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 BBG001S7T107 15940167 194440 SH SOLE 194440 0 0 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 BBG001S7T1S7 11379810 185762 SH SOLE 185762 0 0 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 BBG001S7SCQ6 25627404 174800 SH SOLE 174800 0 0 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 BBG001S7T232 34468911 213126 SH SOLE 213126 0 0 SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100 BBG001S7R733 12614687 252445 SH SOLE 252445 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 BBG001S7TCZ5 29054862 218622 SH SOLE 218622 0 0 SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 BBG001S7TD56 13738097 299370 SH SOLE 299370 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 217580 1166 SH SOLE 1166 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 309123 3203 SH SOLE 3203 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 9121287 21198 SH SOLE 21198 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R663 BBG001STKCW9 5697279 62170 SH SOLE 62170 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 249080 383 SH SOLE 383 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 1008186 2712 SH SOLE 2712 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 708905 1442 SH SOLE 1442 0 0 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 932393 3774 SH SOLE 3774 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 8349113 142622 SH SOLE 142622 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 BBG001S68LJ8 761351 1705 SH SOLE 1705 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 206811 900 SH SOLE 900 0 0 WEYERHAEUSER CO COM NEW 962166104 BBG001S5XL11 597333 24451 SH SOLE 24451 0 0 XYLEM INC COM 98419M100 BBG001V05C73 660500 5527 SH SOLE 5527 0 0