The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 3,162,320 25,240 SH SOLE 25,240 0 0
ABBVIE INC COM 00287Y109 5,087,558 22,266 SH SOLE 22,266 0 0
ADOBE INC COM 00724F101 652,381 1,864 SH SOLE 1,864 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,630,956 12,285 SH SOLE 12,285 0 0
AIRBNB INC COM CL A 009066101 386,531 2,848 SH SOLE 2,848 0 0
ALPHABET INC CAP STK CL C 02079K107 3,362,053 10,714 SH SOLE 10,714 0 0
ALPHABET INC CAP STK CL A 02079K305 28,853,279 92,183 SH SOLE 92,183 0 0
ALTRIA GROUP INC COM 02209S103 380,095 6,592 SH SOLE 6,592 0 0
AMAZON COM INC COM 023135106 20,674,547 89,570 SH SOLE 89,570 0 0
AMERICAN EXPRESS CO COM 025816109 3,369,875 9,109 SH SOLE 9,109 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 372,485 4,354 SH SOLE 4,354 0 0
AMERICAN TOWER CORP NEW COM 03027X100 307,248 1,750 SH SOLE 1,750 0 0
AMETEK INC COM 031100100 1,358,947 6,619 SH SOLE 6,619 0 0
AMPHENOL CORP NEW CL A 032095101 2,008,316 14,861 SH SOLE 14,861 0 0
APPLE INC COM 037833100 36,758,462 135,211 SH SOLE 135,211 0 0
BANK AMERICA CORP COM 060505104 2,111,670 38,394 SH SOLE 38,394 0 0
BECTON DICKINSON & CO COM 075887109 661,196 3,407 SH SOLE 3,407 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,496,707 8,946 SH SOLE 8,946 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 621,103 10,451 SH SOLE 10,451 0 0
BOOKING HOLDINGS INC COM 09857L108 3,448,833 644 SH SOLE 644 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,057,779 32,069 SH SOLE 32,069 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 532,873 9,879 SH SOLE 9,879 0 0
BROADCOM INC COM 11135F101 14,483,939 41,849 SH SOLE 41,849 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,497,319 9,314 SH SOLE 9,314 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,387,731 9,852 SH SOLE 9,852 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,035,294 19,593 SH SOLE 19,593 0 0
CATERPILLAR INC COM 149123101 726,972 1,269 SH SOLE 1,269 0 0
CHEVRON CORP NEW COM 166764100 1,600,305 10,500 SH SOLE 10,500 0 0
CISCO SYS INC COM 17275R102 336,621 4,370 SH SOLE 4,370 0 0
CITIGROUP INC COM NEW 172967424 4,293,142 36,791 SH SOLE 36,791 0 0
COCA COLA CO COM 191216100 2,914,128 41,684 SH SOLE 41,684 0 0
COLGATE PALMOLIVE CO COM 194162103 1,162,937 14,717 SH SOLE 14,717 0 0
CONOCOPHILLIPS COM 20825C104 547,150 5,845 SH SOLE 5,845 0 0
CONSTELLATION BRANDS INC CL A 21036P108 346,142 2,509 SH SOLE 2,509 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,477,375 4,182 SH SOLE 4,182 0 0
CORTEVA INC COM 22052L104 1,521,246 22,695 SH SOLE 22,695 0 0
COSTCO WHSL CORP NEW COM 22160K105 4,197,871 4,868 SH SOLE 4,868 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,825,351 3,894 SH SOLE 3,894 0 0
CUMMINS INC COM 231021106 2,645,152 5,182 SH SOLE 5,182 0 0
DANAHER CORPORATION COM 235851102 1,951,772 8,526 SH SOLE 8,526 0 0
DATADOG INC CL A COM 23804L103 1,126,133 8,281 SH SOLE 8,281 0 0
DEERE & CO COM 244199105 768,191 1,650 SH SOLE 1,650 0 0
DISNEY WALT CO COM 254687106 1,726,915 15,179 SH SOLE 15,179 0 0
EOG RES INC COM 26875P101 1,989,519 18,946 SH SOLE 18,946 0 0
ECOLAB INC COM 278865100 1,946,586 7,415 SH SOLE 7,415 0 0
EMERSON ELEC CO COM 291011104 1,319,900 9,945 SH SOLE 9,945 0 0
EXXON MOBIL CORP COM 30231G102 3,154,111 26,210 SH SOLE 26,210 0 0
META PLATFORMS INC CL A 30303M102 14,178,073 21,479 SH SOLE 21,479 0 0
FISERV INC COM 337738108 524,732 7,812 SH SOLE 7,812 0 0
FORTINET INC COM 34959E109 300,170 3,780 SH SOLE 3,780 0 0
FREEPORT-MCMORAN INC CL B 35671D857 985,478 19,403 SH SOLE 19,403 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,117,679 8,183 SH SOLE 8,183 0 0
GE AEROSPACE COM NEW 369604301 4,171,034 13,541 SH SOLE 13,541 0 0
GILEAD SCIENCES INC COM 375558103 1,633,056 13,305 SH SOLE 13,305 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,220,656 3,664 SH SOLE 3,664 0 0
WW GRAINGER INC COM 384802104 1,268,376 1,257 SH SOLE 1,257 0 0
HCA HEALTHCARE INC COM 40412C101 2,141,020 4,586 SH SOLE 4,586 0 0
HARTFORD INSURANCE GROUP INC COM 416515104 691,067 5,015 SH SOLE 5,015 0 0
HEICO CORP NEW CL A 422806208 2,041,654 8,088 SH SOLE 8,088 0 0
HOME DEPOT INC COM 437076102 3,641,610 10,583 SH SOLE 10,583 0 0
HONEYWELL INTL INC COM 438516106 1,587,642 8,138 SH SOLE 8,138 0 0
HOWMET AEROSPACE INC COM 443201108 1,831,854 8,935 SH SOLE 8,935 0 0
ILLUMINA INC COM 452327109 253,663 1,934 SH SOLE 1,934 0 0
INCYTE CORP COM 45337C102 1,056,938 10,701 SH SOLE 10,701 0 0
INSULET CORP COM 45784P101 2,028,621 7,137 SH SOLE 7,137 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 786,640 4,857 SH SOLE 4,857 0 0
INTUIT COM 461202103 1,918,368 2,896 SH SOLE 2,896 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,040,220 5,368 SH SOLE 5,368 0 0
INVITATION HOMES INC COM 46187W107 705,310 25,380 SH SOLE 25,380 0 0
ISHARES TR IBOXX INV CP ETF 464287242 2,106,873,350 19,120,368 SH SOLE 19,120,368 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 20,199,056 166,097 SH SOLE 166,097 0 0
JPMORGAN CHASE & CO. COM 46625H100 9,781,955 30,358 SH SOLE 30,358 0 0
JOHNSON & JOHNSON COM 478160104 5,479,415 26,477 SH SOLE 26,477 0 0
KLA CORP COM NEW 482480100 388,826 320 SH SOLE 320 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,267,499 6,238 SH SOLE 6,238 0 0
ELI LILLY & CO COM 532457108 7,784,982 7,244 SH SOLE 7,244 0 0
LOCKHEED MARTIN CORP COM 539830109 614,745 1,271 SH SOLE 1,271 0 0
MARATHON PETE CORP COM 56585A102 1,656,061 10,183 SH SOLE 10,183 0 0
MARSH & MCLENNAN COS INC COM 571748102 552,664 2,979 SH SOLE 2,979 0 0
MARVELL TECHNOLOGY INC COM 573874104 958,065 11,274 SH SOLE 11,274 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,987,415 5,233 SH SOLE 5,233 0 0
MCDONALDS CORP COM 580135101 1,697,163 5,553 SH SOLE 5,553 0 0
MCKESSON CORP COM 58155Q103 2,232,829 2,722 SH SOLE 2,722 0 0
MERCADOLIBRE INC COM 58733R102 1,943,761 965 SH SOLE 965 0 0
MERCK & CO INC COM 58933Y105 888,710 8,443 SH SOLE 8,443 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 507,485 364 SH SOLE 364 0 0
MICROSOFT CORP COM 594918104 32,220,699 66,624 SH SOLE 66,624 0 0
MICRON TECHNOLOGY INC COM 595112103 3,973,478 13,922 SH SOLE 13,922 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,083,100 1,195 SH SOLE 1,195 0 0
MORGAN STANLEY COM NEW 617446448 1,413,671 7,963 SH SOLE 7,963 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,564,329 4,081 SH SOLE 4,081 0 0
NVR INC COM 62944T105 474,030 65 SH SOLE 65 0 0
NETFLIX INC COM 64110L106 3,929,669 41,912 SH SOLE 41,912 0 0
NEWMONT CORP COM 651639106 1,005,889 10,074 SH SOLE 10,074 0 0
NEXTERA ENERGY INC COM 65339F101 2,686,731 33,467 SH SOLE 33,467 0 0
NVIDIA CORPORATION COM 67066G104 43,524,997 233,378 SH SOLE 233,378 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,760,079 19,297 SH SOLE 19,297 0 0
ON SEMICONDUCTOR CORP COM 682189105 725,069 13,390 SH SOLE 13,390 0 0
ORACLE CORP COM 68389X105 3,608,759 18,515 SH SOLE 18,515 0 0
PALO ALTO NETWORKS INC COM 697435105 2,235,820 12,138 SH SOLE 12,138 0 0
PAYPAL HLDGS INC COM 70450Y103 654,498 11,211 SH SOLE 11,211 0 0
PEPSICO INC COM 713448108 2,174,615 15,152 SH SOLE 15,152 0 0
PHILIP MORRIS INTL INC COM 718172109 3,038,938 18,946 SH SOLE 18,946 0 0
PINTEREST INC CL A 72352L106 696,545 26,904 SH SOLE 26,904 0 0
PROCTER AND GAMBLE CO COM 742718109 3,936,296 27,467 SH SOLE 27,467 0 0
PROGRESSIVE CORP COM 743315103 1,882,789 8,268 SH SOLE 8,268 0 0
PROLOGIS INC. COM 74340W103 2,137,539 16,744 SH SOLE 16,744 0 0
QUANTA SVCS INC COM 74762E102 2,447,948 5,800 SH SOLE 5,800 0 0
RTX CORPORATION COM 75513E101 2,336,699 12,741 SH SOLE 12,741 0 0
REALTY INCOME CORP COM 756109104 944,761 16,760 SH SOLE 16,760 0 0
REPUBLIC SVCS INC COM 760759100 2,059,748 9,719 SH SOLE 9,719 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,139,088 2,559 SH SOLE 2,559 0 0
S&P GLOBAL INC COM 78409V104 3,240,581 6,201 SH SOLE 6,201 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,311,038 14,997 SH SOLE 14,997 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R788 458,110,315 10,592,146 SH SOLE 10,592,146 0 0
SALESFORCE INC COM 79466L302 1,044,540 3,943 SH SOLE 3,943 0 0
SLB LIMITED COM STK 806857108 1,252,838 32,643 SH SOLE 32,643 0 0
SCHWAB CHARLES CORP COM 808513105 2,870,414 28,730 SH SOLE 28,730 0 0
SEA LTD SPONSORD ADS 81141R100 457,594 3,587 SH SOLE 3,587 0 0
SEMPRA COM 816851109 1,584,894 17,951 SH SOLE 17,951 0 0
SERVICENOW INC COM 81762P102 3,580,816 23,375 SH SOLE 23,375 0 0
SNOWFLAKE INC COM SHS 833445109 1,351,477 6,161 SH SOLE 6,161 0 0
SOUTHERN CO COM 842587107 1,042,127 11,951 SH SOLE 11,951 0 0
STRYKER CORPORATION COM 863667101 1,144,738 3,257 SH SOLE 3,257 0 0
SYNOPSYS INC COM 871607107 2,086,966 4,443 SH SOLE 4,443 0 0
TJX COS INC NEW COM 872540109 4,025,350 26,205 SH SOLE 26,205 0 0
T-MOBILE US INC COM 872590104 1,621,071 7,984 SH SOLE 7,984 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,224,171 7,319 SH SOLE 7,319 0 0
TESLA INC COM 88160R101 9,867,756 21,942 SH SOLE 21,942 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,936,653 5,068 SH SOLE 5,068 0 0
TRADEWEB MKTS INC CL A 892672106 2,008,310 18,675 SH SOLE 18,675 0 0
US BANCORP DEL COM NEW 902973304 2,025,652 37,962 SH SOLE 37,962 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,566,544 19,172 SH SOLE 19,172 0 0
UNION PAC CORP COM 907818108 1,028,217 4,445 SH SOLE 4,445 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,017,962 6,113 SH SOLE 6,113 0 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 214,883,050 2,833,000 SH SOLE 2,833,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,311,465 32,199 SH SOLE 32,199 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,269,067 5,005 SH SOLE 5,005 0 0
VICI PPTYS INC COM 925652109 1,884,181 67,005 SH SOLE 67,005 0 0
VISA INC COM CL A 92826C839 7,142,560 20,366 SH SOLE 20,366 0 0
VULCAN MATLS CO COM 929160109 1,996,255 6,999 SH SOLE 6,999 0 0
WALMART INC COM 931142103 6,678,695 59,947 SH SOLE 59,947 0 0
WELLS FARGO CO NEW COM 949746101 3,828,936 41,083 SH SOLE 41,083 0 0
WELLTOWER INC COM 95040Q104 2,804,567 15,110 SH SOLE 15,110 0 0
WILLIAMS COS INC COM 969457100 1,891,301 31,464 SH SOLE 31,464 0 0
ZOETIS INC CL A 98978V103 1,309,409 10,407 SH SOLE 10,407 0 0
ZSCALER INC COM 98980G102 1,109,755 4,934 SH SOLE 4,934 0 0
EATON CORP PLC SHS G29183103 2,791,422 8,764 SH SOLE 8,764 0 0
LINDE PLC SHS G54950103 3,732,192 8,753 SH SOLE 8,753 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 835,086 2,994 SH SOLE 2,994 0 0
CARLISLE COS INC COM 142339100 1,132,944 3,542 SH SOLE 3,542 0 0
CF INDS HLDGS INC COM 125269100 339,832 4,394 SH SOLE 4,394 0 0
FEDEX CORP COM 31428X106 1,957,893 6,778 SH SOLE 6,778 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 729,864 10,982 SH SOLE 10,982 0 0
HUNTINGTON BANCSHARES INC COM 446150104 662,926 38,209 SH SOLE 38,209 0 0
KIMCO RLTY CORP COM 49446R109 237,159 11,700 SH SOLE 11,700 0 0
MONGODB INC CL A 60937P106 1,403,443 3,344 SH SOLE 3,344 0 0
ROSS STORES INC COM 778296103 304,437 1,690 SH SOLE 1,690 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 468,013 1,701 SH SOLE 1,701 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 890,663 6,825 SH SOLE 6,825 0 0
DOORDASH INC CL A 25809K105 728,360 3,216 SH SOLE 3,216 0 0
FAIR ISAAC CORP COM 303250104 703,298 416 SH SOLE 416 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 839,391 7,679 SH SOLE 7,679 0 0
CENCORA INC COM 03073E105 456,638 1,352 SH SOLE 1,352 0 0
JABIL INC COM 466313103 631,159 2,768 SH SOLE 2,768 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 498,502 6,208 SH SOLE 6,208 0 0
PULTE GROUP INC COM 745867101 1,330,901 11,350 SH SOLE 11,350 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 739,158 1,517 SH SOLE 1,517 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,131,242 13,155 SH SOLE 13,155 0 0
CELSIUS HLDGS INC COM NEW 15118V207 387,098 8,463 SH SOLE 8,463 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 784,036 5,528 SH SOLE 5,528 0 0
APPLOVIN CORP COM CL A 03831W108 1,008,035 1,496 SH SOLE 1,496 0 0
GE VERNOVA INC COM 36828A101 2,186,845 3,346 SH SOLE 3,346 0 0
COREBRIDGE FINL INC COM 21871X109 203,135 6,733 SH SOLE 6,733 0 0
DTE ENERGY CO COM 233331107 684,110 5,304 SH SOLE 5,304 0 0
KKR & CO INC COM 48251W104 1,004,287 7,878 SH SOLE 7,878 0 0
LAM RESEARCH CORP COM NEW 512807306 2,536,888 14,820 SH SOLE 14,820 0 0
APTIV PLC COM SHS G3265R107 1,699,394 22,334 SH SOLE 22,334 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,806,401 21,418 SH SOLE 21,418 0 0
BLACKROCK INC COM 09290D101 3,223,864 3,012 SH SOLE 3,012 0 0
ELEMENT SOLUTIONS INC COM 28618M106 669,632 26,796 SH SOLE 26,796 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,125,578 23,210 SH SOLE 23,210 0 0
SOLVENTUM CORP COM SHS 83444M101 563,000 7,105 SH SOLE 7,105 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 927,394 1,597 SH SOLE 1,597 0 0
THE TRADE DESK INC COM CL A 88339J105 207,717 5,472 SH SOLE 5,472 0 0
ISHARES TR IBONDS DEC 29 46436E205 21,953,890 938,000 SH SOLE 938,000 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 36,539,154 253,797 SH SOLE 253,797 0 0
ATLASSIAN CORPORATION CL A 049468101 521,929 3,219 SH SOLE 3,219 0 0
BADGER METER INC COM 056525108 1,342,957 7,700 SH SOLE 7,700 0 0
CINCINNATI FINL CORP COM 172062101 418,099 2,560 SH SOLE 2,560 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 445,496 1,970 SH SOLE 1,970 0 0
CROWN CASTLE INC COM 22822V101 444,350 5,000 SH SOLE 5,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 576,776 15,746 SH SOLE 15,746 0 0
DOLLAR TREE INC COM 256746108 492,040 4,000 SH SOLE 4,000 0 0
EQT CORP COM 26884L109 315,865 5,893 SH SOLE 5,893 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 528,540 1,840 SH SOLE 1,840 0 0
HUNT J B TRANS SVCS INC COM 445658107 850,043 4,374 SH SOLE 4,374 0 0
ISHARES TR IBONDS 27 ETF 46435UAA9 13,791,040 568,000 SH SOLE 568,000 0 0
JACOBS SOLUTIONS INC COM 46982L108 825,226 6,230 SH SOLE 6,230 0 0
JOHNSON CTLS INTL PLC SHS G51502105 663,894 5,544 SH SOLE 5,544 0 0
KEYCORP COM 493267108 486,712 23,581 SH SOLE 23,581 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 895,352 11,678 SH SOLE 11,678 0 0
REDDIT INC CL A 75734B100 648,463 2,821 SH SOLE 2,821 0 0
SAMSARA INC COM CL A 79589L106 522,568 14,741 SH SOLE 14,741 0 0
SELECT SECTOR SPDR TR STATE STREET COM 81369Y852 22,797,773 193,661 SH SOLE 193,661 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 15,208,893 127,367 SH SOLE 127,367 0 0
TYSON FOODS INC CL A 902494103 579,224 9,881 SH SOLE 9,881 0 0
VERALTO CORP COM SHS 92338C103 658,548 6,600 SH SOLE 6,600 0 0
AMEREN CORP COM 023608102 306,570 3,070 SH SOLE 3,070 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 347,424 2,400 SH SOLE 2,400 0 0
ASTERA LABS INC COM 04626A103 505,734 3,040 SH SOLE 3,040 0 0
DOVER CORP COM 260003108 406,099 2,080 SH SOLE 2,080 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 630,850 7,400 SH SOLE 7,400 0 0
EQUIFAX INC COM 294429105 386,224 1,780 SH SOLE 1,780 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 609,597 9,670 SH SOLE 9,670 0 0
GENERAL MTRS CO COM 37045V100 600,955 7,390 SH SOLE 7,390 0 0
LEIDOS HOLDINGS INC COM 525327102 407,704 2,260 SH SOLE 2,260 0 0
PNC FINL SVCS GROUP INC COM 693475105 373,627 1,790 SH SOLE 1,790 0 0
PURE STORAGE INC CL A 74624M102 837,625 12,500 SH SOLE 12,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 289,635 2,920 SH SOLE 2,920 0 0
WESTERN DIGITAL CORP COM 958102105 442,734 2,570 SH SOLE 2,570 0 0