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

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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
VANGUARD S&P 500 ETF ETF 922908363 74,374,941 108,290 SH SOLE 0 0 68,763
ISHARES FTSE NAREIT RESID PLUS CP IDX ETF 464288562 45,246,481 477,843 SH SOLE 0 0 344,028
ISHARES TR RUSSELL 1000 INDEX ETF ETF 464287622 37,631,224 91,894 SH SOLE 0 0 86,321
VANGUARD INTERMEDIATE-TERM BOND ETF ETF 921937819 37,504,840 488,980 SH SOLE 0 0 366,209
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 36,199,414 508,061 SH SOLE 0 0 351,013
HUBBELL INC COM Stock 443510607 11,004,327 21,032 SH SOLE 0 0 17,354
JOHNSON & JOHNSON COM Stock 478160104 10,993,252 43,284 SH SOLE 0 0 35,325
RTX CORPORATION COM Stock 75513E101 10,760,105 56,711 SH SOLE 0 0 46,786
NOVARTIS AG ADR ADR 66987V109 9,938,353 63,414 SH SOLE 0 0 51,338
EXPEDITORS INTL WASH INC COM Stock 302130109 9,878,320 60,610 SH SOLE 0 0 49,912
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 9,819,079 71,818 SH SOLE 0 0 46,613
VISA INC Stock 92826C839 9,598,413 27,975 SH SOLE 0 0 22,863
WEC ENERGY GROUP INC COM Stock 92939U106 9,351,993 80,089 SH SOLE 0 0 65,217
CANADIAN NATIONAL RAILWAY CO Stock 136375102 8,853,950 74,252 SH SOLE 0 0 58,651
MICROSOFT Stock 594918104 8,532,450 22,873 SH SOLE 0 0 18,611
PUBLIC STORAGE COM REIT 74460D109 8,458,882 26,573 SH SOLE 0 0 21,400
AIR PRODUCTS AND CHEMICALS INC COM Stock 009158106 8,456,400 28,843 SH SOLE 0 0 23,664
PROCTER & GAMBLE CO COM Stock 742718109 7,578,116 51,677 SH SOLE 0 0 41,457
STRYKER CORP Stock 863667101 7,485,636 23,776 SH SOLE 0 0 18,608
HOULIHAN LOKEY INC CL A Stock 441593100 7,173,840 53,484 SH SOLE 0 0 43,749
PEPSICO INC COM Stock 713448108 6,980,686 51,555 SH SOLE 0 0 40,530
MARSH & MCLENNAN COS INC COM Stock 571748102 6,911,322 41,467 SH SOLE 0 0 33,105
MEDTRONIC PLC SHS Stock G5960L103 6,723,350 85,942 SH SOLE 0 0 68,610
CHECK POINT SOFTWARE TECHNOLOGIES LTD Stock M22465104 5,890,167 44,816 SH SOLE 0 0 32,971
ISHARES S&P 500 INDEX ETF 464287200 5,421,541 7,239 SH SOLE 0 0 7,182
CONOCOPHILLIPS COM Stock 20825C104 4,663,187 44,855 SH SOLE 0 0 16,585
ISHARES RUSSELL 2000 ETF ETF 464287655 4,552,184 15,151 SH SOLE 0 0 15,072
ACCENTURE LTD BERMUDA CL A Stock G1151C101 4,254,803 34,191 SH SOLE 0 0 25,814
PHILLIPS 66 Stock 718546104 4,083,487 24,155 SH SOLE 0 0 20,293
APPLE INC Stock 037833100 3,057,956 10,568 SH SOLE 0 0 8,468
VANGUARD LARGE CAP ETF 922908637 3,016,091 8,770 SH SOLE 0 0 8,770
ISHARES S&P SMALLCAP 600 ETF ETF 464287804 2,640,229 17,801 SH SOLE 0 0 17,369
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1,978,197 15,931 SH SOLE 0 0 15,636
ISHARES MSCI EAFE ETF ETF 464287465 1,492,652 14,369 SH SOLE 0 0 10,565
WALMART INC COM Stock 931142103 1,074,045 9,483 SH SOLE 0 0 300
VANGUARD SMALL CAP ETF ETF 922908751 1,013,936 3,345 SH SOLE 0 0 3,345
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 968,412 14,156 SH SOLE 0 0 4,485
NVIDIA CORPORATION COM Stock 67066G104 925,216 4,624 SH SOLE 0 0 1,472
GOOGLE INC Stock 02079K305 907,720 2,540 SH SOLE 0 0 2,540
VANGUARD REIT INDEX ETF ETF 922908553 828,816 8,595 SH SOLE 0 0 8,595
ELI LILLY & CO COM Stock 532457108 712,461 594 SH SOLE 0 0 0
MICRON TECHNOLOGY Stock 595112103 580,608 503 SH SOLE 0 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 553,564 6,038 SH SOLE 0 0 3,996
ABBVIE INC COM Stock 00287Y109 541,278 2,151 SH SOLE 0 0 1,951
CATERPILLAR INC COM Stock 149123101 532,450 500 SH SOLE 0 0 0
AMAZON.COM INC Stock 023135106 420,193 1,763 SH SOLE 0 0 1,104
GE AEROSPACE COM NEW Stock 369604301 420,073 1,124 SH SOLE 0 0 262
VANGUARD FTSE ALL WORLD EX-US ETF ETF 922042718 360,576 2,337 SH SOLE 0 0 0
ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 360,009 1,485 SH SOLE 0 0 1,485
GE VERNOVA INC COM Stock 36828A101 328,961 280 SH SOLE 0 0 65
ISHARES MSCI ACWI EX US ETF 464288240 299,112 3,930 SH SOLE 0 0 3,930
JPMORGAN CHASE & CO COM Stock 46625H100 242,552 741 SH SOLE 0 0 159
ADVANCED MICRO DEVICES INC COM Stock 007903107 232,364 400 SH SOLE 0 0 0
MCDONALDS CORP COM Stock 580135101 224,898 832 SH SOLE 0 0 550
STATE STREET SPDR S&P 500 ETF ETF 78462F103 215,817 289 SH SOLE 0 0 0