ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2335182 6638 SH SOLE 6638 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 4886144 10988 SH SOLE 10988 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 8887904 46951 SH SOLE 46951 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1190630 5427 SH SOLE 5427 0 0 APPLE INC COM 037833100 BBG001S5N8V8 10516600 41996 SH SOLE 41996 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 4336693 26666 SH SOLE 26666 0 0 ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 5996008 64927 SH SOLE 64927 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 4979087 7184 SH SOLE 7184 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 7575932 2366 SH SOLE 2366 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 4839415 21331 SH SOLE 21331 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 241145 532 SH SOLE 532 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 6020436 67403 SH SOLE 67403 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 11939590 51499 SH SOLE 51499 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1505828 10396 SH SOLE 10396 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 418700 1515 SH SOLE 1515 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 4803189 81135 SH SOLE 81135 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 234577 2365 SH SOLE 2365 0 0 COPART INC COM 217204106 BBG001S7MTB1 318859 5556 SH SOLE 5556 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 388451 424 SH SOLE 424 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 7263192 20835 SH SOLE 20835 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 390763 3509 SH SOLE 3509 0 0 EAGLE MATLS INC COM 26969P108 BBG001S7VG92 5401711 21891 SH SOLE 21891 0 0 EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 5407766 56472 SH SOLE 56472 0 0 EDISON INTL COM 281020107 BBG001S7MY75 3413889 42759 SH SOLE 42759 0 0 ELECTRONIC ARTS INC COM 285512109 BBG001S5T5C9 3983019 27225 SH SOLE 27225 0 0 EOG RES INC COM 26875P101 BBG001S5ZB93 2454974 20028 SH SOLE 20028 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 280767 998 SH SOLE 998 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 BBG001S8SWQ0 4219434 52240 SH SOLE 52240 0 0 FLOWSERVE CORP COM 34354P105 BBG001SB3F87 4531171 78776 SH SOLE 78776 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 5220372 13420 SH SOLE 13420 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 439573 2000 SH SOLE 2000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 362002 708 SH SOLE 708 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 235023 4708 SH SOLE 4708 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1619877 16717 SH SOLE 16717 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 264826 4603 SH SOLE 4603 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 825845 3445 SH SOLE 3445 0 0 KB HOME COM 48666K109 BBG001S5SJV9 4119497 62683 SH SOLE 62683 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 5378567 11068 SH SOLE 11068 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 4669991 12212 SH SOLE 12212 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 338254 1167 SH SOLE 1167 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 4037135 50540 SH SOLE 50540 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 4422174 44453 SH SOLE 44453 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5259903 8983 SH SOLE 8983 0 0 METLIFE INC COM 59156R108 BBG001S5T3R8 6321343 77203 SH SOLE 77203 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 8606926 20420 SH SOLE 20420 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 441546 3288 SH SOLE 3288 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 2802649 13484 SH SOLE 13484 0 0 OTTER TAIL CORP COM 689648103 BBG001S5TYX3 555719 7526 SH SOLE 7526 0 0 PEPSICO INC COM 713448108 BBG001S695T1 4384610 28835 SH SOLE 28835 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4869850 29048 SH SOLE 29048 0 0 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 3990342 37752 SH SOLE 37752 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 4624947 30106 SH SOLE 30106 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 243444 1567 SH SOLE 1567 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 5337821 10718 SH SOLE 10718 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 5502078 16457 SH SOLE 16457 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 207106 11195 SH SOLE 11195 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 380216 16750 SH SOLE 16750 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 596829 21415 SH SOLE 21415 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 240892 9240 SH SOLE 9240 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 362097 13067 SH SOLE 13067 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 288833 11169 SH SOLE 11169 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 683369 1166 SH SOLE 1166 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 321061 3653 SH SOLE 3653 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 5433605 11195 SH SOLE 11195 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 4506327 22818 SH SOLE 22818 0 0 TARGA RES CORP COM 87612G101 BBG001TC94B9 4216875 23624 SH SOLE 23624 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 437870 3239 SH SOLE 3239 0 0 TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 351598 8675 SH SOLE 8675 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 1320961 3271 SH SOLE 3271 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 3141615 11377 SH SOLE 11377 0 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 4613606 20902 SH SOLE 20902 0 0 TRACTOR SUPPLY CO COM 892356106 BBG001S7K017 3678473 69327 SH SOLE 69327 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2128599 4208 SH SOLE 4208 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1404402 19530 SH SOLE 19530 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 248622 2791 SH SOLE 2791 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 896908 5788 SH SOLE 5788 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 1149038 3061 SH SOLE 3061 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 491670 2326 SH SOLE 2326 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 337606 2783 SH SOLE 2783 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1334073 11299 SH SOLE 11299 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 1061979 4186 SH SOLE 4186 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 893165 3511 SH SOLE 3511 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 3193018 5135 SH SOLE 5135 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 234424 1248 SH SOLE 1248 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 231730 1418 SH SOLE 1418 0 0 VICI PPTYS INC COM 925652109 BBG00HVVB4B6 234670 8034 SH SOLE 8034 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 6969064 22051 SH SOLE 22051 0 0 WALMART INC COM 931142103 BBG001S5XH92 1027561 11373 SH SOLE 11373 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6398121 31707 SH SOLE 31707 0 0