V VANGUARD INTL EQUITY INDEX F VT
46.96% 46.87% $137.7M 877,390 $122.4M 885,102 -7,712 -0.87% Reduce S STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY
7.36% 7.24% $21.6M 30,673 $18.9M 30,673 0 0.00% Unchanged ASML HLDG NV ASML
5.96% 4.44% $17.5M 8,788 $11.6M 8,788 0 0.00% Unchanged UNITEDHEALTH GROUP INC UNH
2.37% 1.73% $6.9M 16,692 $4.5M 16,692 0 0.00% Unchanged INTUIT INTU
1.94% 1.62% $5.7M 21,805 $4.2M 9,803 +12,002 +122.43% Add MODERNA INC MRNA
1.64% 1.33% $4.8M 68,624 $3.5M 68,624 0 0.00% Unchanged GULFPORT ENERGY CORP GPOR
1.53% 1.43% $4.5M 26,499 $3.7M 17,701 +8,798 +49.70% Add ANTERO RESOURCES CORP AR
1.53% 1.36% $4.5M 127,350 $3.6M 83,872 +43,478 +51.84% Add MERCADOLIBRE INC COM MELI
1.36% 1.55% $4.0M 2,342 $4.0M 2,342 0 0.00% Unchanged T TYLER TECHNOLOGIES INC TYL
1.29% — $3.8M 12,973 $0 0 +12,973 New Buy PIEDMONT REALTY TRUST INC PDM
1.27% 1.87% $3.7M 405,502 $4.9M 744,654 -339,152 -45.54% Reduce UBER TECHNOLOGIES INC UBER
1.25% 1.4% $3.7M 50,817 $3.7M 50,817 0 0.00% Unchanged DEVON ENERGY CORP NEW DVN
1.24% 0.85% $3.6M 88,291 $2.2M 44,128 +44,163 +100.08% Add META PLATFORMS INC META
1.14% 1.3% $3.4M 5,950 $3.4M 5,950 0 0.00% Unchanged EXPAND ENERGY CORPORATION EXE
1.05% 1.42% $3.1M 33,887 $3.7M 33,887 0 0.00% Unchanged EQT CORP EQT
1.02% 1.37% $3.0M 56,375 $3.6M 56,375 0 0.00% Unchanged S SUNBELT RENTALS HOLDINGS INC SHS SUNB
0.85% — $2.5M 33,402 $0 0 +33,402 New Buy AMERICAN ELEC PWR CO INC AEP
0.85% 0.91% $2.5M 18,232 $2.4M 18,232 0 0.00% Unchanged T TOAST INC CL A TOST
0.84% — $2.5M 88,457 $0 0 +88,457 New Buy EVERGY INC COM EVRG
0.82% 0.87% $2.4M 27,863 $2.3M 27,863 0 0.00% Unchanged NORTHWESTERN ENERGY GROUP IN NWE
0.81% 0.83% $2.4M 32,976 $2.2M 32,976 0 0.00% Unchanged NISOURCE INC COM NI
0.76% 0.84% $2.2M 46,961 $2.2M 46,961 0 0.00% Unchanged BLACK HILLS CORP BKH
0.76% 0.79% $2.2M 29,900 $2.1M 29,900 0 0.00% Unchanged EVERSOURCE ENERGY ES
0.75% 0.81% $2.2M 30,471 $2.1M 30,471 0 0.00% Unchanged S SEA LTD SPONSORD ADS SE
0.75% — $2.2M 22,889 $0 0 +22,889 New Buy D DIGITALOCEAN HLDGS INC DOCN
0.74% 0.46% $2.2M 13,910 $1.2M 13,910 0 0.00% Unchanged A AMEREN CORP COM AEE
0.73% 0.8% $2.1M 18,978 $2.1M 18,978 0 0.00% Unchanged ATMOS ENERGY CORP ATO
0.73% 0.88% $2.1M 12,438 $2.3M 12,438 0 0.00% Unchanged P PORTLAND GEN ELEC CO COM NEW POR
0.72% 0.82% $2.1M 40,750 $2.2M 40,750 0 0.00% Unchanged E EXELON CORP EXC
0.7% 0.83% $2.1M 44,187 $2.2M 44,187 0 0.00% Unchanged CONSOLIDATED EDISON INC ED
0.7% 0.8% $2.1M 18,543 $2.1M 18,543 0 0.00% Unchanged OGE ENERGY CORP OGE
0.69% 0.76% $2.0M 41,492 $2.0M 41,492 0 0.00% Unchanged P PERMIAN RESOURCES CORP PR
0.67% 0.87% $2.0M 106,611 $2.3M 106,611 0 0.00% Unchanged PPL CORP COM PPL
0.66% 0.78% $1.9M 53,464 $2.0M 53,464 0 0.00% Unchanged RANGE RES CORP RRC
0.61% 0.84% $1.8M 48,383 $2.2M 48,383 0 0.00% Unchanged CNX RES CORP CNX
0.61% 0.78% $1.8M 53,009 $2.0M 53,009 0 0.00% Unchanged SKYWARD SPECIALTY INS GROUP SKWD
0.6% 0.5% $1.7M 29,987 $1.3M 29,987 0 0.00% Unchanged UNITIL CORP UTL
0.59% 0.66% $1.7M 32,855 $1.7M 32,855 0 0.00% Unchanged AMERICAN FINANCIAL GROUP INC AFG
0.51% 0.52% $1.5M 10,721 $1.4M 10,721 0 0.00% Unchanged PALOMAR HLDGS INC PLMR
0.5% 0.53% $1.5M 11,507 $1.4M 11,507 0 0.00% Unchanged BERKLEY W R CORP WRB
0.48% 0.51% $1.4M 19,958 $1.3M 19,958 0 0.00% Unchanged OLD REP INTL CORP ORI
0.47% 0.51% $1.4M 33,426 $1.3M 33,426 0 0.00% Unchanged R RLI CORP RLI
0.46% 0.5% $1.4M 22,978 $1.3M 22,978 0 0.00% Unchanged CROWDSTRIKE HLDGS INC CRWD
0.45% 0.26% $1.3M 1,721 $671,896 1,721 0 0.00% Unchanged K KINSALE CAP GROUP INC KNSL
0.41% 0.48% $1.2M 3,688 $1.3M 3,688 0 0.00% Unchanged PALO ALTO PANW
0.41% 0.22% $1.2M 3,513 $563,204 3,513 0 0.00% Unchanged G GOGO INC GOGO
0.41% 0.59% $1.2M 385,140 $1.5M 385,140 0 0.00% Unchanged TWILIO INC TWLO
0.31% 0.21% $913,010 4,425 $556,754 4,425 0 0.00% Unchanged U UNITY SOFTWARE INC U
0.2% 0.17% $578,745 20,250 $444,285 20,250 0 0.00% Unchanged ZOOM COMMUNICATIONS INC ZM
0.17% 0.17% $487,910 5,653 $454,445 5,653 0 0.00% Unchanged 
