KCM Investment Advisors 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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
3M CO	COM	88579Y101	3,287,928	24,052	SH		SOLE		24,052	0	0
ABBOTT LABS	COM	002824100	16,460,895	144,381	SH		SOLE		144,381	0	0
ABBVIE INC	COM	00287Y109	15,559,804	78,792	SH		SOLE		78,792	0	0
ACCENTURE PLC IRELAND	SHS CLASS A	G1151C101	9,323,742	26,377	SH		SOLE		26,377	0	0
ADOBE INC	COM	00724F101	4,404,754	8,507	SH		SOLE		8,507	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	11,647,383	70,986	SH		SOLE		70,986	0	0
AFLAC INC	COM	001055102	663,314	5,933	SH		SOLE		5,933	0	0
AGILENT TECHNOLOGIES INC	COM	00846U101	903,779	6,087	SH		SOLE		6,087	0	0
AIR PRODS & CHEMS INC	COM	009158106	13,688,569	45,975	SH		SOLE		45,975	0	0
ALBEMARLE CORP	COM	012653101	1,268,735	13,396	SH		SOLE		13,396	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	243,675	2,052	SH		SOLE		2,052	0	0
ALLSTATE CORP	COM	020002101	2,231,670	11,767	SH		SOLE		11,767	0	0
ALPHABET INC	CAP STK CL C	02079K107	25,598,329	153,109	SH		SOLE		153,109	0	0
ALPHABET INC	CAP STK CL A	02079K305	46,914,487	282,873	SH		SOLE		282,873	0	0
ALTRIA GROUP INC	COM	02209S103	471,865	9,245	SH		SOLE		9,245	0	0
AMAZON COM INC	COM	023135106	62,737,497	336,701	SH		SOLE		336,701	0	0
AMENTUM HOLDINGS INC	COM	023939101	368,972	11,441	SH		SOLE		11,441	0	0
AMERICAN ELEC PWR CO INC	COM	025537101	655,979	6,394	SH		SOLE		6,394	0	0
AMERICAN EXPRESS CO	COM	025816109	3,221,337	11,878	SH		SOLE		11,878	0	0
AMERICAN TOWER CORP NEW	COM	03027X100	1,997,838	8,591	SH		SOLE		8,591	0	0
AMERICAN WTR WKS CO INC NEW	COM	030420103	384,172	2,627	SH		SOLE		2,627	0	0
AMERIPRISE FINL INC	COM	03076C106	241,482	514	SH		SOLE		514	0	0
AMGEN INC	COM	031162100	29,463,516	91,442	SH		SOLE		91,442	0	0
AMPLIFY ETF TR	AMPLIFY CYBERSEC	032108664	313,269	4,588	SH		SOLE		4,588	0	0
AON PLC	SHS CL A	G0403H108	210,708	609	SH		SOLE		609	0	0
APPLE INC	COM	037833100	216,359,792	928,583	SH		SOLE		928,583	0	0
APPLIED MATLS INC	COM	038222105	9,799,469	48,500	SH		SOLE		48,500	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	371,432	6,217	SH		SOLE		6,217	0	0
ARM HOLDINGS PLC	SPONSORED ADS	042068205	312,477	2,185	SH		SOLE		2,185	0	0
ASML HOLDING N V	N Y REGISTRY SHS	N07059210	697,430	837	SH		SOLE		837	0	0
ASTRAZENECA PLC	SPONSORED ADR	046353108	441,906	5,672	SH		SOLE		5,672	0	0
AT&T INC	COM	00206R102	812,375	36,926	SH		SOLE		36,926	0	0
ATLASSIAN CORPORATION	CL A	049468101	786,110	4,950	SH		SOLE		4,950	0	0
AUTOMATIC DATA PROCESSING IN	COM	053015103	50,875,801	183,846	SH		SOLE		183,846	0	0
AUTOZONE INC	COM	053332102	3,773,748	1,198	SH		SOLE		1,198	0	0
BANK AMERICA CORP	COM	060505104	16,140,438	406,765	SH		SOLE		406,765	0	0
BANK AMERICA CORP	7.25%CNV PFD L	060505682	2,862,999	2,249	SH		SOLE		2,249	0	0
BAXTER INTL INC	COM	071813109	245,514	6,466	SH		SOLE		6,466	0	0
BECTON DICKINSON & CO	COM	075887109	799,247	3,315	SH		SOLE		3,315	0	0
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	13,452,940	29,229	SH		SOLE		29,229	0	0
BIOGEN INC	COM	09062X103	570,665	2,944	SH		SOLE		2,944	0	0
BLACKSTONE INC	COM	09260D107	29,265,678	191,117	SH		SOLE		191,117	0	0
BOEING CO	COM	097023105	1,317,275	8,664	SH		SOLE		8,664	0	0
BOOKING HOLDINGS INC	COM	09857L108	1,554,699	369	SH		SOLE		369	0	0
BOSTON SCIENTIFIC CORP	COM	101137107	764,759	9,126	SH		SOLE		9,126	0	0
BRISTOL-MYERS SQUIBB CO	COM	110122108	1,143,365	22,098	SH		SOLE		22,098	0	0
BROADCOM INC	COM	11135F101	13,666,727	79,227	SH		SOLE		79,227	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	1,392,281	5,137	SH		SOLE		5,137	0	0
CANADIAN NATL RY CO	COM	136375102	259,136	2,212	SH		SOLE		2,212	0	0
CARDINAL HEALTH INC	COM	14149Y108	1,720,831	15,570	SH		SOLE		15,570	0	0
CARLISLE COS INC	COM	142339100	6,566,800	14,601	SH		SOLE		14,601	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	1,719,508	21,363	SH		SOLE		21,363	0	0
CATERPILLAR INC	COM	149123101	21,122,496	54,005	SH		SOLE		54,005	0	0
CELANESE CORP DEL	COM	150870103	547,783	4,029	SH		SOLE		4,029	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	61,409	10,067	SH		SOLE		10,067	0	0
CHEVRON CORP NEW	COM	166764100	49,163,232	333,831	SH		SOLE		333,831	0	0
CHUBB LIMITED	COM	H1467J104	4,708,845	16,328	SH		SOLE		16,328	0	0
CINTAS CORP	COM	172908105	7,130,036	34,632	SH		SOLE		34,632	0	0
CISCO SYS INC	COM	17275R102	4,972,761	93,438	SH		SOLE		93,438	0	0
CITIGROUP INC	COM NEW	172967424	477,313	7,625	SH		SOLE		7,625	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	237,650	18,610	SH		SOLE		18,610	0	0
CLOROX CO DEL	COM	189054109	6,879,038	42,226	SH		SOLE		42,226	0	0
COCA COLA CO	COM	191216100	3,664,726	50,998	SH		SOLE		50,998	0	0
COLGATE PALMOLIVE CO	COM	194162103	6,730,536	64,835	SH		SOLE		64,835	0	0
COMCAST CORP NEW	CL A	20030N101	965,584	23,117	SH		SOLE		23,117	0	0
CONOCOPHILLIPS	COM	20825C104	1,080,537	10,263	SH		SOLE		10,263	0	0
CONSOLIDATED EDISON INC	COM	209115104	297,775	2,860	SH		SOLE		2,860	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	871,508	3,382	SH		SOLE		3,382	0	0
CORCEPT THERAPEUTICS INC	COM	218352102	2,657,675	57,426	SH		SOLE		57,426	0	0
CORNING INC	COM	219350105	1,772,247	39,252	SH		SOLE		39,252	0	0
COSTAR GROUP INC	COM	22160N109	205,197	2,720	SH		SOLE		2,720	0	0
COSTCO WHSL CORP NEW	COM	22160K105	107,741,307	121,533	SH		SOLE		121,533	0	0
CROWN CASTLE INC	COM	22822V101	16,908,475	142,531	SH		SOLE		142,531	0	0
CSX CORP	COM	126408103	254,935	7,383	SH		SOLE		7,383	0	0
CUMMINS INC	COM	231021106	688,641	2,127	SH		SOLE		2,127	0	0
CVS HEALTH CORP	COM	126650100	1,209,398	19,233	SH		SOLE		19,233	0	0
DANAHER CORPORATION	COM	235851102	24,753,042	89,033	SH		SOLE		89,033	0	0
DEERE & CO	COM	244199105	4,437,168	10,632	SH		SOLE		10,632	0	0
DIAGEO PLC	SPON ADR NEW	25243Q205	241,689	1,722	SH		SOLE		1,722	0	0
DICKS SPORTING GOODS INC	COM	253393102	399,034	1,912	SH		SOLE		1,912	0	0
DIGITAL RLTY TR INC	COM	253868103	548,766	3,391	SH		SOLE		3,391	0	0
DISNEY WALT CO	COM	254687106	4,504,442	46,829	SH		SOLE		46,829	0	0
DOVER CORP	COM	260003108	438,509	2,287	SH		SOLE		2,287	0	0
DOW INC	COM	260557103	376,903	6,899	SH		SOLE		6,899	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	852,899	7,397	SH		SOLE		7,397	0	0
DUPONT DE NEMOURS INC	COM	26614N102	208,071	2,335	SH		SOLE		2,335	0	0
EATON CORP PLC	SHS	G29183103	5,976,392	18,032	SH		SOLE		18,032	0	0
ECOLAB INC	COM	278865100	19,822,589	77,635	SH		SOLE		77,635	0	0
EDISON INTL	COM	281020107	12,112,485	139,080	SH		SOLE		139,080	0	0
EDWARDS LIFESCIENCES CORP	COM	28176E108	267,194	4,049	SH		SOLE		4,049	0	0
ELEVANCE HEALTH INC	COM	036752103	6,886,751	13,244	SH		SOLE		13,244	0	0
ELI LILLY & CO	COM	532457108	34,257,637	38,668	SH		SOLE		38,668	0	0
EMERSON ELEC CO	COM	291011104	1,529,525	13,985	SH		SOLE		13,985	0	0
ENBRIDGE INC	COM	29250N105	328,616	8,092	SH		SOLE		8,092	0	0
ENERGY TRANSFER L P	COM UT LTD PTN	29273V100	759,165	47,300	SH		SOLE		47,300	0	0
ENPHASE ENERGY INC	COM	29355A107	1,129,070	9,990	SH		SOLE		9,990	0	0
ENTERPRISE PRODS PARTNERS L	COM	293792107	667,007	22,913	SH		SOLE		22,913	0	0
ESSEX PPTY TR INC	COM	297178105	378,138	1,280	SH		SOLE		1,280	0	0
ETFS GOLD TR	PHYSCL GOLD SHS	00326A104	222,401	8,850	SH		SOLE		8,850	0	0
EVERGY INC	COM	30034W106	355,689	5,736	SH		SOLE		5,736	0	0
EVERSOURCE ENERGY	COM	30040W108	409,117	6,012	SH		SOLE		6,012	0	0
EXXON MOBIL CORP	COM	30231G102	3,881,065	33,109	SH		SOLE		33,109	0	0
FACTSET RESH SYS INC	COM	303075105	293,844	639	SH		SOLE		639	0	0
FASTENAL CO	COM	311900104	347,030	4,859	SH		SOLE		4,859	0	0
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	313745101	513,456	4,466	SH		SOLE		4,466	0	0
FEDEX CORP	COM	31428X106	1,810,345	6,615	SH		SOLE		6,615	0	0
FIDELITY COMWLTH TR	NASDAQ COMPSIT	315912808	713,637	9,967	SH		SOLE		9,967	0	0
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	316092873	415,524	7,544	SH		SOLE		7,544	0	0
FIDELITY COVINGTON TRUST	MSCI CONSM DIS	316092204	4,481,874	50,677	SH		SOLE		50,677	0	0
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	316092501	247,801	3,881	SH		SOLE		3,881	0	0
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	316092600	1,453,379	19,964	SH		SOLE		19,964	0	0
FIDELITY COVINGTON TRUST	MSCI INDL INDX	316092709	1,555,119	21,548	SH		SOLE		21,548	0	0
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	316092808	541,299	3,102	SH		SOLE		3,102	0	0
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	316092402	4,788,405	198,854	SH		SOLE		198,854	0	0
FIFTH THIRD BANCORP	COM	316773100	243,845	5,692	SH		SOLE		5,692	0	0
FIRST SOLAR INC	COM	336433107	569,472	2,283	SH		SOLE		2,283	0	0
FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	33737M102	3,001,871	37,693	SH		SOLE		37,693	0	0
FISERV INC	COM	337738108	256,361	1,427	SH		SOLE		1,427	0	0
FORD MTR CO	COM	345370860	242,826	22,995	SH		SOLE		22,995	0	0
FORTINET INC	COM	34959E109	3,150,857	40,630	SH		SOLE		40,630	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	3,083,459	61,768	SH		SOLE		61,768	0	0
GALLAGHER ARTHUR J & CO	COM	363576109	305,005	1,084	SH		SOLE		1,084	0	0
GE AEROSPACE	COM NEW	369604301	803,534	4,261	SH		SOLE		4,261	0	0
GE VERNOVA INC	COM	36828A101	221,833	870	SH		SOLE		870	0	0
GENERAL DYNAMICS CORP	COM	369550108	6,016,793	19,910	SH		SOLE		19,910	0	0
GENERAL MLS INC	COM	370334104	495,180	6,705	SH		SOLE		6,705	0	0
GENUINE PARTS CO	COM	372460105	9,602,721	68,748	SH		SOLE		68,748	0	0
GERDAU SA	SPON ADR REP PFD	373737105	51,016	14,576	SH		SOLE		14,576	0	0
GILEAD SCIENCES INC	COM	375558103	762,601	9,096	SH		SOLE		9,096	0	0
GLOBAL X FDS	S&P 500 COVERED	37954Y475	229,620	5,533	SH		SOLE		5,533	0	0
GLOBAL X FDS	NASDAQ 100 COVER	37954Y483	377,740	20,939	SH		SOLE		20,939	0	0
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	381430503	691,193	6,120	SH		SOLE		6,120	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	3,171,738	6,406	SH		SOLE		6,406	0	0
HERSHEY CO	COM	427866108	220,353	1,149	SH		SOLE		1,149	0	0
HOME DEPOT INC	COM	437076102	52,952,058	130,681	SH		SOLE		130,681	0	0
HONEYWELL INTL INC	COM	438516106	3,501,322	16,938	SH		SOLE		16,938	0	0
HP INC	COM	40434L105	238,023	6,636	SH		SOLE		6,636	0	0
HUBBELL INC	COM	443510607	428,350	1,000	SH		SOLE		1,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	2,549,679	9,729	SH		SOLE		9,729	0	0
INGERSOLL RAND INC	COM	45687V106	494,530	5,038	SH		SOLE		5,038	0	0
INTEL CORP	COM	458140100	793,183	33,810	SH		SOLE		33,810	0	0
INTERNATIONAL BUSINESS MACHS	COM	459200101	1,929,384	8,727	SH		SOLE		8,727	0	0
INTERNATIONAL FLAVORS&FRAGRA	COM	459506101	228,223	2,175	SH		SOLE		2,175	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	441,903	13,971	SH		SOLE		13,971	0	0
INTUIT	COM	461202103	451,243	727	SH		SOLE		727	0	0
INTUITIVE SURGICAL INC	COM NEW	46120E602	1,063,108	2,164	SH		SOLE		2,164	0	0
INVESCO EXCH TRADED FD TR II	PFD ETF	46138E511	4,434,654	359,081	SH		SOLE		359,081	0	0
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	1,279,382	7,141	SH		SOLE		7,141	0	0
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	46137V233	3,058,848	64,356	SH		SOLE		64,356	0	0
INVESCO EXCHANGE TRADED FD T	INVESCO MSCI	46137V407	361,046	8,002	SH		SOLE		8,002	0	0
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	46137V142	261,585	3,708	SH		SOLE		3,708	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	21,040,470	43,110	SH		SOLE		43,110	0	0
IRON MTN INC DEL	COM	46284V101	2,561,682	21,558	SH		SOLE		21,558	0	0
ISHARES GOLD TR	ISHARES NEW	464285204	685,015	13,783	SH		SOLE		13,783	0	0
ISHARES TR	CORE S&P MCP ETF	464287507	2,446,571	39,258	SH		SOLE		39,258	0	0
ISHARES TR	CORE S&P SCP ETF	464287804	396,494	3,390	SH		SOLE		3,390	0	0
ISHARES TR	SELECT DIVID ETF	464287168	7,023,540	51,999	SH		SOLE		51,999	0	0
ISHARES TR	U.S. FINLS ETF	464287788	1,203,043	11,579	SH		SOLE		11,579	0	0
ISHARES TR	US HLTHCARE ETF	464287762	249,275	3,835	SH		SOLE		3,835	0	0
ISHARES TR	US INDUSTRIALS	464287754	285,385	2,135	SH		SOLE		2,135	0	0
ISHARES TR	US REGNL BKS ETF	464288778	2,460,782	51,762	SH		SOLE		51,762	0	0
ISHARES TR	US TRSPRTION	464287192	244,026	3,541	SH		SOLE		3,541	0	0
ISHARES TR	EUROPE ETF	464287861	225,214	3,865	SH		SOLE		3,865	0	0
ISHARES TR	EXPANDED TECH	464287515	936,598	10,480	SH		SOLE		10,480	0	0
ISHARES TR	CORE DIV GRWTH	46434V621	2,535,081	40,438	SH		SOLE		40,438	0	0
ISHARES TR	MSCI ACWI ETF	464288257	1,333,580	11,155	SH		SOLE		11,155	0	0
ISHARES TR	ISHARES BIOTECH	464287556	2,967,418	20,381	SH		SOLE		20,381	0	0
ISHARES TR	MSCI EAFE ETF	464287465	331,593	3,965	SH		SOLE		3,965	0	0
ISHARES TR	MSCI USA MIN VOL	46429B697	275,756	3,020	SH		SOLE		3,020	0	0
ISHARES TR	MSCI USA QLT FCT	46432F339	1,651,174	9,209	SH		SOLE		9,209	0	0
ISHARES TR	RUS 1000 GRW ETF	464287614	2,033,096	5,416	SH		SOLE		5,416	0	0
ISHARES TR	RUS 1000 ETF	464287622	306,530	975	SH		SOLE		975	0	0
ISHARES TR	RUS 1000 VAL ETF	464287598	454,761	2,396	SH		SOLE		2,396	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	948,943	4,296	SH		SOLE		4,296	0	0
ISHARES TR	U.S. MED DVC ETF	464288810	448,059	7,566	SH		SOLE		7,566	0	0
ISHARES TR	S&P 100 ETF	464287101	1,871,874	6,764	SH		SOLE		6,764	0	0
ISHARES TR	CORE S&P500 ETF	464287200	6,802,473	11,793	SH		SOLE		11,793	0	0
ISHARES TR	S&P 500 VAL ETF	464287408	408,931	2,074	SH		SOLE		2,074	0	0
ISHARES TR	GLOBAL 100 ETF	464287572	1,078,068	10,872	SH		SOLE		10,872	0	0
ISHARES TR	GLOBAL TECH ETF	464287291	230,094	2,788	SH		SOLE		2,788	0	0
ISHARES TR	S&P MC 400GR ETF	464287606	299,692	3,260	SH		SOLE		3,260	0	0
ISHARES TR	S&P MC 400VL ETF	464287705	239,823	1,940	SH		SOLE		1,940	0	0
ISHARES TR	PFD AND INCM SEC	464288687	994,187	29,918	SH		SOLE		29,918	0	0
ISHARES TR	ISHARES SEMICDTR	464287523	401,227	1,740	SH		SOLE		1,740	0	0
ISHARES TR	US HLTHCR PR ETF	464288828	393,063	6,883	SH		SOLE		6,883	0	0
ISHARES U S ETF TR	U.S. TECH INDEPD	46431W648	755,173	9,636	SH		SOLE		9,636	0	0
JABIL INC	COM	466313103	542,470	4,527	SH		SOLE		4,527	0	0
JACOBS SOLUTIONS INC	COM	46982L108	1,497,627	11,441	SH		SOLE		11,441	0	0
JOHNSON & JOHNSON	COM	478160104	35,927,311	221,691	SH		SOLE		221,691	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	1,762,290	22,707	SH		SOLE		22,707	0	0
JPMORGAN CHASE & CO.	COM	46625H100	37,118,379	176,033	SH		SOLE		176,033	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	370,625	2,332	SH		SOLE		2,332	0	0
KIMBERLY-CLARK CORP	COM	494368103	13,487,674	94,797	SH		SOLE		94,797	0	0
KINDER MORGAN INC DEL	COM	49456B101	343,897	15,568	SH		SOLE		15,568	0	0
KKR & CO INC	COM	48251W104	705,132	5,400	SH		SOLE		5,400	0	0
KLA CORP	COM NEW	482480100	12,608,330	16,281	SH		SOLE		16,281	0	0
KROGER CO	COM	501044101	1,390,646	24,270	SH		SOLE		24,270	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	4,584,469	19,273	SH		SOLE		19,273	0	0
LABCORP HOLDINGS INC	COM SHS	504922105	7,373,723	32,995	SH		SOLE		32,995	0	0
LAM RESEARCH CORP	COM	512807108	1,007,391	1,234	SH		SOLE		1,234	0	0
LENNAR CORP	CL A	526057104	2,079,903	11,094	SH		SOLE		11,094	0	0
LINDE PLC	SHS	G54950103	7,119,520	14,930	SH		SOLE		14,930	0	0
LOCKHEED MARTIN CORP	COM	539830109	3,157,522	5,402	SH		SOLE		5,402	0	0
LOWES COS INC	COM	548661107	11,097,871	40,974	SH		SOLE		40,974	0	0
LULULEMON ATHLETICA INC	COM	550021109	2,501,847	9,220	SH		SOLE		9,220	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	467,646	4,876	SH		SOLE		4,876	0	0
MARATHON OIL CORP	COM	565849106	213,040	8,000	SH		SOLE		8,000	0	0
MARATHON PETE CORP	COM	56585A102	1,754,378	10,769	SH		SOLE		10,769	0	0
MARRIOTT INTL INC NEW	CL A	571903202	2,215,904	8,914	SH		SOLE		8,914	0	0
MASIMO CORP	COM	574795100	321,992	2,415	SH		SOLE		2,415	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	1,889,189	3,826	SH		SOLE		3,826	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	2,907,906	35,333	SH		SOLE		35,333	0	0
MCDONALDS CORP	COM	580135101	23,904,326	78,501	SH		SOLE		78,501	0	0
MCKESSON CORP	COM	58155Q103	701,088	1,418	SH		SOLE		1,418	0	0
MEDTRONIC PLC	SHS	G5960L103	1,540,503	17,111	SH		SOLE		17,111	0	0
MERCK & CO INC	COM	58933Y105	8,610,796	75,826	SH		SOLE		75,826	0	0
META PLATFORMS INC	CL A	30303M102	3,864,571	6,751	SH		SOLE		6,751	0	0
MFS MULTIMARKET INCOME TR	SH BEN INT	552737108	48,700	10,000	SH		SOLE		10,000	0	0
MICRON TECHNOLOGY INC	COM	595112103	225,569	2,175	SH		SOLE		2,175	0	0
MICROSOFT CORP	COM	594918104	135,795,181	315,583	SH		SOLE		315,583	0	0
MONDAY COM LTD	SHS	M7S64H106	391,378	1,409	SH		SOLE		1,409	0	0
MONDELEZ INTL INC	CL A	609207105	840,034	11,403	SH		SOLE		11,403	0	0
MONOLITHIC PWR SYS INC	COM	609839105	422,497	457	SH		SOLE		457	0	0
MORGAN STANLEY	COM NEW	617446448	2,655,821	25,478	SH		SOLE		25,478	0	0
MP MATERIALS CORP	COM CL A	553368101	528,529	29,945	SH		SOLE		29,945	0	0
NETFLIX INC	COM	64110L106	497,908	702	SH		SOLE		702	0	0
NEWMONT CORP	COM	651639106	541,128	10,124	SH		SOLE		10,124	0	0
NEXTERA ENERGY INC	COM	65339F101	30,302,149	358,478	SH		SOLE		358,478	0	0
NEXTERA ENERGY INC	UNIT 09/01/2025	65339F713	1,807,437	38,987	SH		SOLE		38,987	0	0
NIKE INC	CL B	654106103	11,992,340	135,660	SH		SOLE		135,660	0	0
NORDSTROM INC	COM	655664100	497,579	22,124	SH		SOLE		22,124	0	0
NORFOLK SOUTHN CORP	COM	655844108	339,700	1,367	SH		SOLE		1,367	0	0
NOVARTIS AG	SPONSORED ADR	66987V109	1,121,100	9,747	SH		SOLE		9,747	0	0
NUCOR CORP	COM	670346105	3,684,318	24,507	SH		SOLE		24,507	0	0
NVIDIA CORPORATION	COM	67066G104	47,028,630	387,258	SH		SOLE		387,258	0	0
NXP SEMICONDUCTORS N V	COM	N6596X109	360,495	1,502	SH		SOLE		1,502	0	0
OCCIDENTAL PETE CORP	COM	674599105	357,791	6,942	SH		SOLE		6,942	0	0
OMNICOM GROUP INC	COM	681919106	2,419,636	23,403	SH		SOLE		23,403	0	0
ONEOK INC NEW	COM	682680103	226,640	2,487	SH		SOLE		2,487	0	0
ORACLE CORP	COM	68389X105	3,528,121	20,705	SH		SOLE		20,705	0	0
OREILLY AUTOMOTIVE INC	COM	67103H107	2,060,212	1,789	SH		SOLE		1,789	0	0
OTIS WORLDWIDE CORP	COM	68902V107	300,491	2,891	SH		SOLE		2,891	0	0
PACCAR INC	COM	693718108	282,422	2,862	SH		SOLE		2,862	0	0
PALO ALTO NETWORKS INC	COM	697435105	333,255	975	SH		SOLE		975	0	0
PARKER-HANNIFIN CORP	COM	701094104	1,653,473	2,617	SH		SOLE		2,617	0	0
PAYCHEX INC	COM	704326107	393,185	2,930	SH		SOLE		2,930	0	0
PEPSICO INC	COM	713448108	7,605,042	44,722	SH		SOLE		44,722	0	0
PFIZER INC	COM	717081103	3,595,140	124,227	SH		SOLE		124,227	0	0
PHILIP MORRIS INTL INC	COM	718172109	535,107	4,408	SH		SOLE		4,408	0	0
PHILLIPS 66	COM	718546104	621,326	4,727	SH		SOLE		4,727	0	0
PNC FINL SVCS GROUP INC	COM	693475105	325,339	1,760	SH		SOLE		1,760	0	0
PPG INDS INC	COM	693506107	276,047	2,084	SH		SOLE		2,084	0	0
PPL CORP	COM	69351T106	3,026,353	91,486	SH		SOLE		91,486	0	0
PRICE T ROWE GROUP INC	COM	74144T108	822,639	7,552	SH		SOLE		7,552	0	0
PROCTER AND GAMBLE CO	COM	742718109	37,351,730	215,657	SH		SOLE		215,657	0	0
PROGRESSIVE CORP	COM	743315103	415,913	1,639	SH		SOLE		1,639	0	0
PROLOGIS INC.	COM	74340W103	3,010,711	23,842	SH		SOLE		23,842	0	0
PUBLIC STORAGE OPER CO	COM	74460D109	1,697,454	4,665	SH		SOLE		4,665	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	5,819,826	65,237	SH		SOLE		65,237	0	0
QUALCOMM INC	COM	747525103	7,330,065	43,105	SH		SOLE		43,105	0	0
REALTY INCOME CORP	COM	756109104	13,772,848	217,169	SH		SOLE		217,169	0	0
ROPER TECHNOLOGIES INC	COM	776696106	2,829,497	5,085	SH		SOLE		5,085	0	0
ROSS STORES INC	COM	778296103	5,267,549	34,998	SH		SOLE		34,998	0	0
RTX CORPORATION	COM	75513E101	1,841,995	15,203	SH		SOLE		15,203	0	0
S&P GLOBAL INC	COM	78409V104	6,763,072	13,091	SH		SOLE		13,091	0	0
SALESFORCE INC	COM	79466L302	3,795,363	13,866	SH		SOLE		13,866	0	0
SCHWAB CHARLES CORP	COM	808513105	6,803,939	104,983	SH		SOLE		104,983	0	0
SCHWAB STRATEGIC TR	1000 INDEX ETF	808524722	268,488	4,856	SH		SOLE		4,856	0	0
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	808524771	1,228,132	17,114	SH		SOLE		17,114	0	0
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	5,163,333	77,621	SH		SOLE		77,621	0	0
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	1,816,458	21,861	SH		SOLE		21,861	0	0
SCHWAB STRATEGIC TR	US LRG CAP ETF	808524201	1,035,996	15,269	SH		SOLE		15,269	0	0
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	5,850,331	69,210	SH		SOLE		69,210	0	0
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	867,246	8,324	SH		SOLE		8,324	0	0
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	47,050,756	234,819	SH		SOLE		234,819	0	0
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	58,014,334	641,751	SH		SOLE		641,751	0	0
SELECT SECTOR SPDR TR	ENERGY	81369Y506	31,176,243	355,082	SH		SOLE		355,082	0	0
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	39,773,422	877,613	SH		SOLE		877,613	0	0
SELECT SECTOR SPDR TR	SBI HEALTHCARE	81369Y209	49,181,638	319,320	SH		SOLE		319,320	0	0
SELECT SECTOR SPDR TR	INDL	81369Y704	34,893,063	257,627	SH		SOLE		257,627	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	9,844,554	102,143	SH		SOLE		102,143	0	0
SELECT SECTOR SPDR TR	RL EST SEL SEC	81369Y860	4,368,607	97,797	SH		SOLE		97,797	0	0
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	9,784,771	121,129	SH		SOLE		121,129	0	0
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	159,138,867	704,903	SH		SOLE		704,903	0	0
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	35,659,510	429,633	SH		SOLE		429,633	0	0
SELECTQUOTE INC	COM	816307300	607,600	280,000	SH		SOLE		280,000	0	0
SEMPRA	COM	816851109	2,439,168	29,166	SH		SOLE		29,166	0	0
SERVICENOW INC	COM	81762P102	779,014	871	SH		SOLE		871	0	0
SHELL PLC	SPON ADS	780259305	381,455	5,784	SH		SOLE		5,784	0	0
SHERWIN WILLIAMS CO	COM	824348106	2,129,439	5,579	SH		SOLE		5,579	0	0
SMARTSHEET INC	COM CL A	83200N103	239,211	4,321	SH		SOLE		4,321	0	0
SOUTHERN CO	COM	842587107	3,042,462	33,738	SH		SOLE		33,738	0	0
SOUTHERN COPPER CORP	COM	84265V105	6,450,106	55,763	SH		SOLE		55,763	0	0
SPDR DOW JONES INDL AVERAGE	UT SER 1	78467X109	2,245,498	5,307	SH		SOLE		5,307	0	0
SPDR GOLD TR	GOLD SHS	78463V107	564,142	2,321	SH		SOLE		2,321	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	28,016,025	48,829	SH		SOLE		48,829	0	0
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	78467Y107	8,773,176	15,401	SH		SOLE		15,401	0	0
SPDR SER TR	AEROSPACE DEF	78464A631	389,099	2,473	SH		SOLE		2,473	0	0
SPDR SER TR	S&P DIVID ETF	78464A763	13,431,431	94,561	SH		SOLE		94,561	0	0
SPDR SER TR	NYSE TECH ETF	78464A102	983,134	4,977	SH		SOLE		4,977	0	0
STANLEY BLACK & DECKER INC	COM	854502101	1,511,753	13,727	SH		SOLE		13,727	0	0
STARBUCKS CORP	COM	855244109	13,241,732	135,827	SH		SOLE		135,827	0	0
STATE STR CORP	COM	857477103	234,495	2,651	SH		SOLE		2,651	0	0
STRYKER CORPORATION	COM	863667101	643,765	1,782	SH		SOLE		1,782	0	0
SYNOPSYS INC	COM	871607107	355,982	703	SH		SOLE		703	0	0
SYSCO CORP	COM	871829107	740,014	9,480	SH		SOLE		9,480	0	0
T-MOBILE US INC	COM	872590104	3,284,878	15,918	SH		SOLE		15,918	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	1,459,870	8,406	SH		SOLE		8,406	0	0
TARGET CORP	COM	87612E106	2,194,041	14,077	SH		SOLE		14,077	0	0
TE CONNECTIVITY PLC	ORD SHS	G87052109	1,761,113	11,664	SH		SOLE		11,664	0	0
TESLA INC	COM	88160R101	4,980,650	19,037	SH		SOLE		19,037	0	0
TEXAS INSTRS INC	COM	882508104	738,319	3,574	SH		SOLE		3,574	0	0
THE CIGNA GROUP	COM	125523100	751,428	2,169	SH		SOLE		2,169	0	0
THE TRADE DESK INC	COM CL A	88339J105	233,664	2,131	SH		SOLE		2,131	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	6,097,328	9,857	SH		SOLE		9,857	0	0
TJX COS INC NEW	COM	872540109	540,067	4,595	SH		SOLE		4,595	0	0
TORONTO DOMINION BK ONT	COM NEW	891160509	383,482	6,062	SH		SOLE		6,062	0	0
TOTALENERGIES SE	SPONSORED ADS	89151E109	229,595	3,553	SH		SOLE		3,553	0	0
TRANE TECHNOLOGIES PLC	SHS	G8994E103	39,584,845	101,831	SH		SOLE		101,831	0	0
TRAVELERS COMPANIES INC	COM	89417E109	4,277,752	18,272	SH		SOLE		18,272	0	0
UBER TECHNOLOGIES INC	COM	90353T100	301,016	4,005	SH		SOLE		4,005	0	0
UNILEVER PLC	SPON ADR NEW	904767704	2,030,974	31,265	SH		SOLE		31,265	0	0
UNION PAC CORP	COM	907818108	7,512,774	30,480	SH		SOLE		30,480	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	19,011,375	139,441	SH		SOLE		139,441	0	0
UNITED RENTALS INC	COM	911363109	200,813	248	SH		SOLE		248	0	0
UNITEDHEALTH GROUP INC	COM	91324P102	11,974,324	20,480	SH		SOLE		20,480	0	0
US BANCORP DEL	COM NEW	902973304	3,714,831	81,234	SH		SOLE		81,234	0	0
VALERO ENERGY CORP	COM	91913Y100	728,892	5,398	SH		SOLE		5,398	0	0
VANECK ETF TRUST	PHARMACEUTCL ETF	92189F692	277,773	2,923	SH		SOLE		2,923	0	0
VANECK ETF TRUST	SEMICONDUCTR ETF	92189F676	954,555	3,889	SH		SOLE		3,889	0	0
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	976,962	1,851	SH		SOLE		1,851	0	0
VANGUARD INDEX FDS	REAL ESTATE ETF	922908553	11,031,736	113,239	SH		SOLE		113,239	0	0
VANGUARD INDEX FDS	MID CAP ETF	922908629	3,601,807	13,652	SH		SOLE		13,652	0	0
VANGUARD INDEX FDS	SMALL CP ETF	922908751	1,157,585	4,880	SH		SOLE		4,880	0	0
VANGUARD INDEX FDS	TOTAL STK MKT	922908769	63,018,966	222,556	SH		SOLE		222,556	0	0
VANGUARD INDEX FDS	LARGE CAP ETF	922908637	531,713	2,019	SH		SOLE		2,019	0	0
VANGUARD INDEX FDS	GROWTH ETF	922908736	4,254,867	11,082	SH		SOLE		11,082	0	0
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	922042874	419,550	5,901	SH		SOLE		5,901	0	0
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	92206C680	290,043	3,005	SH		SOLE		3,005	0	0
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	921908844	3,790,463	19,138	SH		SOLE		19,138	0	0
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	1,208,960	22,893	SH		SOLE		22,893	0	0
VANGUARD WHITEHALL FDS	HIGH DIV YLD	921946406	1,710,652	13,344	SH		SOLE		13,344	0	0
VANGUARD WORLD FD	ENERGY ETF	92204A306	8,173,770	66,741	SH		SOLE		66,741	0	0
VANGUARD WORLD FD	INF TECH ETF	92204A702	46,634,892	79,511	SH		SOLE		79,511	0	0
VANGUARD WORLD FD	INDUSTRIAL ETF	92204A603	21,659,132	83,282	SH		SOLE		83,282	0	0
VANGUARD WORLD FD	CONSUM STP ETF	92204A207	12,603,103	57,685	SH		SOLE		57,685	0	0
VANGUARD WORLD FD	CONSUM DIS ETF	92204A108	27,540,316	80,887	SH		SOLE		80,887	0	0
VANGUARD WORLD FD	COMM SRVC ETF	92204A884	39,060,914	268,663	SH		SOLE		268,663	0	0
VANGUARD WORLD FD	MATERIALS ETF	92204A801	8,762,855	41,438	SH		SOLE		41,438	0	0
VANGUARD WORLD FD	FINANCIALS ETF	92204A405	39,457,516	358,998	SH		SOLE		358,998	0	0
VANGUARD WORLD FD	UTILITIES ETF	92204A876	6,219,860	35,736	SH		SOLE		35,736	0	0
VANGUARD WORLD FD	HEALTH CAR ETF	92204A504	29,703,627	105,257	SH		SOLE		105,257	0	0
VEEVA SYS INC	CL A COM	922475108	612,191	2,917	SH		SOLE		2,917	0	0
VERISK ANALYTICS INC	COM	92345Y106	1,027,895	3,836	SH		SOLE		3,836	0	0
VERIZON COMMUNICATIONS INC	COM	92343V104	13,533,125	301,339	SH		SOLE		301,339	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	2,858,348	28,730	SH		SOLE		28,730	0	0
VISA INC	COM CL A	92826C839	44,278,528	161,042	SH		SOLE		161,042	0	0
WALMART INC	COM	931142103	47,421,595	587,264	SH		SOLE		587,264	0	0
WASTE MGMT INC DEL	COM	94106L109	40,496,126	195,068	SH		SOLE		195,068	0	0
WEC ENERGY GROUP INC	COM	92939U106	1,950,979	20,285	SH		SOLE		20,285	0	0
WELLS FARGO CO NEW	PERP PFD CNV A	949746804	15,296,287	11,930	SH		SOLE		11,930	0	0
WELLS FARGO CO NEW	COM	949746101	2,259,379	39,996	SH		SOLE		39,996	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	266,565	7,873	SH		SOLE		7,873	0	0
WHEATON PRECIOUS METALS CORP	COM	962879102	310,042	5,076	SH		SOLE		5,076	0	0
WILLIAMS COS INC	COM	969457100	1,296,041	28,391	SH		SOLE		28,391	0	0
WISDOMTREE TR	US LARGECAP DIVD	97717W307	1,514,682	19,281	SH		SOLE		19,281	0	0
WORKDAY INC	CL A	98138H101	464,623	1,901	SH		SOLE		1,901	0	0
XCEL ENERGY INC	COM	98389B100	483,808	7,409	SH		SOLE		7,409	0	0
XYLEM INC	COM	98419M100	1,037,300	7,682	SH		SOLE		7,682	0	0
ZIMMER BIOMET HOLDINGS INC	COM	98956P102	4,227,043	39,157	SH		SOLE		39,157	0	0
ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	98980F104	115,625	11,204	SH		SOLE		11,204	0	0
ZSCALER INC	COM	98980G102	372,649	2,180	SH		SOLE		2,180	0	0
ZYNEX INC	COM	98986M103	140,923	17,270	SH		SOLE		17,270	0	0