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902973304 43194305 830500 SH SOLE 830500 0 0 UNITED PARCEL SVCS INC CL B 911312106 10165114 103325 SH SOLE 103325 0 0 UNITEDHEALTH GROUP INC COM 91324P102 74907430 276830 SH SOLE 276830 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 25695600 280000 SH SOLE 280000 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 24008000 200000 SH SOLE 200000 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5865708 100200 SH SOLE 100200 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 51057807 644100 SH SOLE 644100 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9817056 153200 SH SOLE 153200 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1493856 10800 SH SOLE 10800 0 0 VERISIGN INC COM 92343E102 3190929 12848 SH SOLE 12848 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 12345837 245933 SH SOLE 245933 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 7504551 16806 SH SOLE 16806 0 0 VIATRIS INC COM 92556V106 25682510 1901000 SH SOLE 1901000 0 0 VIRTU FINL INC CL A 928254101 5748186 130700 SH SOLE 130700 0 0 VISTANCE NETWORKS INC COM 20337X109 18200000 1000000 SH SOLE 1000000 0 0 VISTRA CORP COM 92840M102 9019800 60000 SH SOLE 60000 0 0 VULCAN MATLS CO COM 929160109 5053616 18559 SH SOLE 18559 0 0 WW GRAINGER INC COM 384802104 1090810 1000 SH SOLE 1000 0 0 WALKER & DUNLOP INC COM 93148P102 1406846 31700 SH SOLE 31700 0 0 WALMART INC COM 931142103 122579228 986315 SH SOLE 986315 0 0 DISNEY WALT CO COM 254687106 7885426 81816 SH SOLE 81816 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 32544246 1185151 SH SOLE 1185151 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 4699360 184000 SH SOLE 184000 0 0 WASTE MGMT INC DEL COM 94106L109 4639230 20189 SH SOLE 20189 0 0 WEAVE COMMUNICATIONS INC COM 94724R108 1682890 364262 SH SOLE 364262 0 0 WEBSTER FINL CORP COM 947890109 42296426 609283 SH SOLE 609283 0 0 WELLS FARGO & CO COM 949746101 12499407 157008 SH SOLE 157008 0 0 WELLTOWER INC COM 95040Q104 22280138 112691 SH SOLE 112691 0 0 WESTERN DIGITAL CORP COM 958102105 57127488 211200 SH SOLE 211200 0 0 WILLIAMS COS INC COM 969457100 4788924 65800 SH SOLE 65800 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 712215 2450 SH SOLE 2450 0 0 WORTHINGTON ENTERPRISES INC COM 981811102 4066920 78000 SH SOLE 78000 0 0 XCEL ENERGY INC COM 98389B100 27780168 349700 SH SOLE 349700 0 0 YUM BRANDS INC COM 988498101 9795240 63000 SH SOLE 63000 0 0 ZOETIS INC CL A 98978V103 7329020 62000 SH SOLE 62000 0 0 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 5481270 181800 SH SOLE 181800 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 8971992 170700 SH SOLE 170700 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 86423400 997500 SH SOLE 997500 0 0 ISHARES TR CORE US AGGBD ET 464287226 17600571 177300 SH SOLE 177300 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 21398182 470600 SH SOLE 470600 0 0 ISHARES TR MSCI ACWI ETF 464288257 29223744 211200 SH SOLE 211200 0 0 ISHARES TR TIPS BD ETF 464287176 40281400 365000 SH SOLE 365000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 4671724 53890 SH SOLE 53890 0 0