ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 3132279 25171 SH SOLE 25171 0 0 ADOBE INC COM 00724F101 BBG001S5NCQ5 3056848 14910 SH SOLE 14910 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 6675324 18679 SH SOLE 18679 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 351552 1475 SH SOLE 1475 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 5429375 39686 SH SOLE 39686 0 0 APPLE INC COM 037833100 BBG001S5N8V8 9778658 33794 SH SOLE 33794 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 10589815 14647 SH SOLE 14647 0 0 APTIV PLC COM SHS G3265R107 BBG01R914M77 3774440 61493 SH SOLE 61493 0 0 ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 5799044 59747 SH SOLE 59747 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 7384801 3712 SH SOLE 3712 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 3689628 24381 SH SOLE 24381 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1497700 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 241688 483 SH SOLE 483 0 0 BORGWARNER INC COM 099724106 BBG001S7F4D2 5404562 81394 SH SOLE 81394 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 3039371 71213 SH SOLE 71213 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 7942216 21025 SH SOLE 21025 0 0 CBOE GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 5946647 24505 SH SOLE 24505 0 0 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 963894 5815 SH SOLE 5815 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 248059 728 SH SOLE 728 0 0 CROCS INC COM 227046109 BBG001SDGFR8 7839067 64979 SH SOLE 64979 0 0 CROWN HLDGS INC COM 228368106 BBG001S5PKZ5 5090859 45527 SH SOLE 45527 0 0 CUMMINS INC COM 231021106 BBG001S5Q9M3 5482196 7687 SH SOLE 7687 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 258876 600 SH SOLE 600 0 0 DTE ENERGY CO COM 233331107 BBG001S5QN88 2683388 17611 SH SOLE 17611 0 0 EAST WEST BANCORP INC COM 27579R104 BBG001SCC7R2 7263440 56266 SH SOLE 56266 0 0 EOG RES INC COM 26875P101 BBG001S5ZB93 2557913 19717 SH SOLE 19717 0 0 EVERPURE INC CL A 74624M102 BBG00212PW10 6220707 78953 SH SOLE 78953 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 308120 984 SH SOLE 984 0 0 FLOWSERVE CORP COM 34354P105 BBG001SB3F87 5651971 76213 SH SOLE 76213 0 0 FOX CORP CL B COM 35137L204 BBG00JHNKKR3 4239367 90507 SH SOLE 90507 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 4343885 4295 SH SOLE 4295 0 0 INGREDION INC COM 457187102 BBG001SBH4X9 3259562 34416 SH SOLE 34416 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 416802 566 SH SOLE 566 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 300362 5936 SH SOLE 5936 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 1764319 17825 SH SOLE 17825 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 286478 1128 SH SOLE 1128 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 4175917 53380 SH SOLE 53380 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4956958 8800 SH SOLE 8800 0 0 METLIFE INC COM 59156R108 BBG001S5T3R8 5969031 70548 SH SOLE 70548 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 6423350 17220 SH SOLE 17220 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5849459 29234 SH SOLE 29234 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 4321117 15376 SH SOLE 15376 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 2192714 25221 SH SOLE 25221 0 0 OTTER TAIL CORP COM 689648103 BBG001S5TYX3 501099 5569 SH SOLE 5569 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 4791376 32674 SH SOLE 32674 0 0 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 4418540 32616 SH SOLE 32616 0 0 PVH CORPORATION COM 693656100 BBG001S5VGY8 4400951 59264 SH SOLE 59264 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 5297250 28666 SH SOLE 28666 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 3968207 25330 SH SOLE 25330 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 302733 10929 SH SOLE 10929 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 487719 21086 SH SOLE 21086 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 651217 19244 SH SOLE 19244 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 283353 8140 SH SOLE 8140 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 395615 10730 SH SOLE 10730 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 385471 10669 SH SOLE 10669 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 418938 561 SH SOLE 561 0 0 SYNOPSYS INC COM 871607107 BBG001S5VTR8 4609687 10334 SH SOLE 10334 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 9807855 20537 SH SOLE 20537 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 1098187 2611 SH SOLE 2611 0 0 TEXTRON INC COM 883203101 BBG001S5WZ39 5206962 56764 SH SOLE 56764 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 6253845 22685 SH SOLE 22685 0 0 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 5676702 33844 SH SOLE 33844 0 0 UNITED RENTALS INC COM 911363109 BBG001SBGZ25 7686683 6785 SH SOLE 6785 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 790528 1902 SH SOLE 1902 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 1828643 24910 SH SOLE 24910 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 245359 2544 SH SOLE 2544 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 1033654 5619 SH SOLE 5619 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 1024871 2584 SH SOLE 2584 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 519345 2303 SH SOLE 2303 0 0 VANGUARD WORLD FD ENERGY ETF 92204A306 BBG001SHTV45 412142 2745 SH SOLE 2745 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 BBG001SHTTM0 1492456 11341 SH SOLE 11341 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 1149449 3844 SH SOLE 3844 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 1233263 3422 SH SOLE 3422 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 4405077 36856 SH SOLE 36856 0 0 VANGUARD WORLD FD MATERIALS ETF 92204A801 BBG001SHTTP7 258088 1128 SH SOLE 1128 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 272868 1394 SH SOLE 1394 0 0 VICI PPTYS INC COM 925652109 BBG00HVVB4B6 1574604 59307 SH SOLE 59307 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 6164936 17969 SH SOLE 17969 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 BBG001S5XB04 229103 4260 SH SOLE 4260 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 6422544 28816 SH SOLE 28816 0 0