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TEXAS INSTRS INC COM 882508104 4169980 14888 SH SOLE 0 0 14888 TFS FINL CORP COM 87240R107 762485 47067 SH SOLE 0 0 47067 THE CAMPBELLS COMPANY COM 134429109 402529 20299 SH SOLE 0 0 20299 THE CIGNA GROUP COM 125523100 567037 2086 SH SOLE 0 0 2086 THERMO FISHER SCIENTIFIC INC COM 883556102 2875038 4259 SH SOLE 0 0 4259 TJX COS INC NEW COM 872540109 1408837 10648 SH SOLE 0 0 10648 TKO GROUP HOLDINGS INC CL A 87256C101 316667 1762 SH SOLE 0 0 1762 T-MOBILE US INC COM 872590104 1147431 7036 SH SOLE 0 0 7036 TOAST INC CL A 888787108 239545 8263 SH SOLE 0 0 8263 TORONTO DOMINION BK ONT COM NEW 891160509 2074404 17650 SH SOLE 0 0 17650 TOTALENERGIES SE ACT F92124100 1040535 12170 SH SOLE 0 0 12170 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 558341 2455 SH SOLE 0 0 2455 TOYOTA MOTOR CORP ADS 892331307 935092 5107 SH SOLE 0 0 5107 TPG INC COM CL A 872657101 1111149 25179 SH SOLE 0 0 25179 TRACTOR SUPPLY CO COM 892356106 213586 6826 SH SOLE 0 0 6826 TRADEWEB MKTS INC CL A 892672106 592132 5872 SH SOLE 0 0 5872 TRANE TECHNOLOGIES PLC SHS G8994E103 1778090 3934 SH SOLE 0 0 3934 TRANSDIGM GROUP INC COM 893641100 3542267 3272 SH SOLE 0 0 3272 TRAVELERS COMPANIES INC COM 89417E109 1130137 3170 SH SOLE 0 0 3170 TRIMBLE INC COM 896239100 449113 7864 SH SOLE 0 0 7864 TRIP COM GROUP LTD ADS 89677Q107 424821 10865 SH SOLE 0 0 10865 TRUIST FINL CORP COM 89832Q109 2010114 43415 SH SOLE 0 0 43415 TURKCELL ILETISIM SPON ADR NEW 900111204 230658 46692 SH SOLE 0 0 46692 TWILIO INC CL A 90138F102 656280 2244 SH SOLE 0 0 2244 TYSON FOODS INC CL A 902494103 225061 4454 SH SOLE 0 0 4454 UBER TECHNOLOGIES INC COM 90353T100 1096845 16010 SH SOLE 0 0 16010 ULTA BEAUTY INC COM 90384S303 246869 452 SH SOLE 0 0 452 UNILEVER PLC SPON ADR NEW 904767803 1120529 18451 SH SOLE 0 0 18451 UNION PAC CORP COM 907818108 3317537 12191 SH SOLE 0 0 12191 UNITED AIRLS HLDGS INC COM 910047109 530139 4778 SH SOLE 0 0 4778 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 3044744 124326 SH SOLE 0 0 124326 UNITED PARCEL SVCS INC CL B 911312106 3227417 34540 SH SOLE 0 0 34540 UNITED RENTALS INC COM 911363109 559436 559 SH SOLE 0 0 559 UNITED THERAPEUTICS CORP DEL COM 91307C102 230845 426 SH SOLE 0 0 426 UNITEDHEALTH GROUP INC COM 91324P102 4958517 13508 SH SOLE 0 0 13508 US BANCORP COM NEW 902973304 546699 9465 SH SOLE 0 0 9465 VAIL RESORTS INC COM 91879Q109 328546 2395 SH SOLE 0 0 2395 VALERO ENERGY CORP COM 91913Y100 1050423 2710 SH SOLE 0 0 2710 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3490654 125518 SH SOLE 0 0 125518 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2854378 40690 SH SOLE 0 0 40690 VANGUARD BD INDEX FDS INTERMED TERM 921937819 685977 9415 SH SOLE 0 0 9415 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 618000 8089 SH SOLE 0 0 8089 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 362248 7729 SH SOLE 0 0 7729 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3028632 33790 SH SOLE 0 0 33790 VANGUARD INDEX FDS MID CAP ETF 922908629 3201183 40821 SH SOLE 0 0 40821 VANGUARD INDEX FDS SMALL CP ETF 922908751 4796217 16859 SH SOLE 0 0 16859 VANGUARD INDEX FDS TOTAL STK MKT 922908769 36359359 97155 SH SOLE 0 0 97155 VANGUARD INDEX FDS GROWTH ETF 922908736 1428964 15858 SH SOLE 0 0 15858 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2323592 3315 SH SOLE 0 0 3315 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7532785 127007 SH SOLE 0 0 127007 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 881541 18614 SH SOLE 0 0 18614 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 837158 10837 SH SOLE 0 0 10837 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 900957 11505 SH SOLE 0 0 11505 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 504588 2163 SH SOLE 0 0 2163 VANGUARD STAR FDS VG TL INTL STK F 921909768 3248336 38234 SH SOLE 0 0 38234 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12718273 180120 SH SOLE 0 0 180120 VANGUARD WORLD FD INF TECH ETF 92204A702 514744 4096 SH SOLE 0 0 4096 VANGUARD WORLD FD FINANCIALS ETF 92204A405 5493788 42231 SH SOLE 0 0 42231 VENTAS 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EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 247663 12753 SH SOLE 0 0 12753