# EDGAR Filing Document

**Accession Number:** 0001727407
**File Stem:** 0001727407-25-000002
**Filing Date:** 2025-8
**Character Count:** 17526
**Document Hash:** 0a0cf804b57793e0bea1b182456bd75f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001727407-25-000002.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001727407-25-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** 17 CAPITAL PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001727407

**ORGANIZATION NAME:**
- **EIN:** 811418135
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21312
- **FILM NUMBER:** 251203500

**BUSINESS ADDRESS:**
- **STREET 1:** 4417 N 40TH STREET
- **STREET 2:** SUITE 300
- **CITY:** PHEONIX
- **STATE:** AZ
- **ZIP:** 85018
- **BUSINESS PHONE:** (602) 446-6394

**MAIL ADDRESS:**
- **STREET 1:** 4417 N 40TH STREET
- **STREET 2:** SUITE 300
- **CITY:** PHEONIX
- **STATE:** AZ
- **ZIP:** 85018

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** 17 CAPITAL PARTNERS LLC<br>**Address:** 4417 N 40TH STREET<br>SUITE 300<br>PHEONIX, AZ 85018

**Form 13F File Number:** 028-21312

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Wren Green<br>**Title:** Compliance Consultant<br>**Phone:** 720-408-0394

**Signature, Place, and Date of Signing:**

E. Wren Green  Broomfield, CO  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 143

**Form 13F Information Table Value Total:** $173276747

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MEDTRONIC PLC | SHS | G5960L103 |  | 810158 | 9294 | SH |  | SOLE |  | 0 | 0 | 9294 |
| ALCON AG | ORD SHS | H01301128 |  | 1201932 | 13615 | SH |  | SOLE |  | 0 | 0 | 13615 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 471147 | 614 | SH |  | SOLE |  | 0 | 0 | 614 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 205156 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| ARK ETF TR | NEXT GNRTN INTER | 00214Q401 |  | 984921 | 6672 | SH |  | SOLE |  | 0 | 0 | 6672 |
| ABBVIE INC | COM | 00287Y109 |  | 200470 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| ADOBE INC | COM | 00724F101 |  | 1478655 | 3822 | SH |  | SOLE |  | 0 | 0 | 3822 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 680694 | 4797 | SH |  | SOLE |  | 0 | 0 | 4797 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1046443 | 3710 | SH |  | SOLE |  | 0 | 0 | 3710 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1976834 | 11144 | SH |  | SOLE |  | 0 | 0 | 11144 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3790179 | 21507 | SH |  | SOLE |  | 0 | 0 | 21507 |
| AMAZON COM INC | COM | 023135106 |  | 1920321 | 8753 | SH |  | SOLE |  | 0 | 0 | 8753 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 436365 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 |  | 1283336 | 14994 | SH |  | SOLE |  | 0 | 0 | 14994 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 842728 | 6058 | SH |  | SOLE |  | 0 | 0 | 6058 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 1876595 | 3516 | SH |  | SOLE |  | 0 | 0 | 3516 |
| AMGEN INC | COM | 031162100 |  | 1430114 | 5122 | SH |  | SOLE |  | 0 | 0 | 5122 |
| ANSYS INC | COM | 03662Q105 |  | 1576627 | 4489 | SH |  | SOLE |  | 0 | 0 | 4489 |
| APPLE INC | COM | 037833100 |  | 1713990 | 8354 | SH |  | SOLE |  | 0 | 0 | 8354 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 270110 | 1330 | SH |  | SOLE |  | 0 | 0 | 1330 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 1399011 | 9078 | SH |  | SOLE |  | 0 | 0 | 9078 |
| AUTODESK INC | COM | 052769106 |  | 1284716 | 4150 | SH |  | SOLE |  | 0 | 0 | 4150 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 1439788 | 1739 | SH |  | SOLE |  | 0 | 0 | 1739 |
| BANK AMERICA CORP | COM | 060505104 |  | 324473 | 6857 | SH |  | SOLE |  | 0 | 0 | 6857 |
| BANK MONTREAL MEDIUM | NT LKD 38 | 06368B504 |  | 715999 | 10990 | SH |  | SOLE |  | 0 | 0 | 10990 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 432821 | 891 | SH |  | SOLE |  | 0 | 0 | 891 |
| BLACKROCK ENHANCED LARGE CAP | COM | 09256A109 |  | 220546 | 10330 | SH |  | SOLE |  | 0 | 0 | 10330 |
| BLACKSTONE INC | COM | 09260D107 |  | 1180186 | 7890 | SH |  | SOLE |  | 0 | 0 | 7890 |
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 |  | 123338 | 28750 | SH |  | SOLE |  | 0 | 0 | 28750 |
| BROADCOM INC | COM | 11135F101 |  | 406584 | 1475 | SH |  | SOLE |  | 0 | 0 | 1475 |
| COTERRA ENERGY INC | COM | 127097103 |  | 1065935 | 41999 | SH |  | SOLE |  | 0 | 0 | 41999 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 2214619 | 10409 | SH |  | SOLE |  | 0 | 0 | 10409 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 630958 | 11237 | SH |  | SOLE |  | 0 | 0 | 11237 |
| COCA COLA CO | COM | 191216100 |  | 1429150 | 20200 | SH |  | SOLE |  | 0 | 0 | 20200 |
| COMMERCE BANCSHARES INC | COM | 200525103 |  | 596521 | 9595 | SH |  | SOLE |  | 0 | 0 | 9595 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 447695 | 2752 | SH |  | SOLE |  | 0 | 0 | 2752 |
| CORPAY INC | COM SHS | 219948106 |  | 599599 | 1807 | SH |  | SOLE |  | 0 | 0 | 1807 |
| CORTEVA INC | COM | 22052L104 |  | 2440783 | 32749 | SH |  | SOLE |  | 0 | 0 | 32749 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 208877 | 211 | SH |  | SOLE |  | 0 | 0 | 211 |
| COSTAR GROUP INC | COM | 22160N109 |  | 475003 | 5908 | SH |  | SOLE |  | 0 | 0 | 5908 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 868374 | 1705 | SH |  | SOLE |  | 0 | 0 | 1705 |
| CULLEN FROST BANKERS INC | COM | 229899109 |  | 913919 | 7110 | SH |  | SOLE |  | 0 | 0 | 7110 |
| DANAHER CORPORATION | COM | 235851102 |  | 1084890 | 5492 | SH |  | SOLE |  | 0 | 0 | 5492 |
| ECOLAB INC | COM | 278865100 |  | 1607210 | 5965 | SH |  | SOLE |  | 0 | 0 | 5965 |
| EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 |  | 552317 | 8956 | SH |  | SOLE |  | 0 | 0 | 8956 |
| META PLATFORMS INC | CL A | 30303M102 |  | 32518031 | 44057 | SH |  | SOLE |  | 0 | 0 | 44057 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 676952 | 14033 | SH |  | SOLE |  | 0 | 0 | 14033 |
| FIDELITY COVINGTON TRUST | STOCK FOR INFL | 316092386 |  | 233717 | 5010 | SH |  | SOLE |  | 0 | 0 | 5010 |
| FISERV INC | COM | 337738108 |  | 1236697 | 7173 | SH |  | SOLE |  | 0 | 0 | 7173 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1431176 | 4907 | SH |  | SOLE |  | 0 | 0 | 4907 |
| GOLDMAN SACHS ETF TR | ACCESS INVT GR | 381430479 |  | 243492 | 5291 | SH |  | SOLE |  | 0 | 0 | 5291 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 659579 | 5434 | SH |  | SOLE |  | 0 | 0 | 5434 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 |  | 207009 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| HAGERTY INC | CL A COM | 405166109 |  | 556050 | 55000 | SH |  | SOLE |  | 0 | 0 | 55000 |
| HOME DEPOT INC | COM | 437076102 |  | 294779 | 804 | SH |  | SOLE |  | 0 | 0 | 804 |
| IDEXX LABS INC | COM | 45168D104 |  | 614109 | 1145 | SH |  | SOLE |  | 0 | 0 | 1145 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1109100 | 2041 | SH |  | SOLE |  | 0 | 0 | 2041 |
| INTUIT | COM | 461202103 |  | 755337 | 959 | SH |  | SOLE |  | 0 | 0 | 959 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1688227 | 2719 | SH |  | SOLE |  | 0 | 0 | 2719 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 308881 | 6403 | SH |  | SOLE |  | 0 | 0 | 6403 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3316763 | 30125 | SH |  | SOLE |  | 0 | 0 | 30125 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1917852 | 9814 | SH |  | SOLE |  | 0 | 0 | 9814 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 2751089 | 28726 | SH |  | SOLE |  | 0 | 0 | 28726 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 317161 | 2287 | SH |  | SOLE |  | 0 | 0 | 2287 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 209416 | 2277 | SH |  | SOLE |  | 0 | 0 | 2277 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 444698 | 1863 | SH |  | SOLE |  | 0 | 0 | 1863 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1581136 | 3724 | SH |  | SOLE |  | 0 | 0 | 3724 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1647933 | 4853 | SH |  | SOLE |  | 0 | 0 | 4853 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1125561 | 5216 | SH |  | SOLE |  | 0 | 0 | 5216 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 2801332 | 29603 | SH |  | SOLE |  | 0 | 0 | 29603 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 519129 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 258317 | 2789 | SH |  | SOLE |  | 0 | 0 | 2789 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 202673 | 2513 | SH |  | SOLE |  | 0 | 0 | 2513 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 564577 | 5113 | SH |  | SOLE |  | 0 | 0 | 5113 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 207765 | 6772 | SH |  | SOLE |  | 0 | 0 | 6772 |
| ISHARES TR | MSCI EURO FL ETF | 464289180 |  | 389365 | 12310 | SH |  | SOLE |  | 0 | 0 | 12310 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 358514 | 7755 | SH |  | SOLE |  | 0 | 0 | 7755 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 217592 | 2415 | SH |  | SOLE |  | 0 | 0 | 2415 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 984345 | 9776 | SH |  | SOLE |  | 0 | 0 | 9776 |
| J P MORGAN EXCHANGE TRADED F | US MOMENTUM | 46641Q779 |  | 729370 | 11345 | SH |  | SOLE |  | 0 | 0 | 11345 |
| LENNAR CORP | CL A | 526057104 |  | 1485935 | 13434 | SH |  | SOLE |  | 0 | 0 | 13434 |
| LOWES COS INC | COM | 548661107 |  | 818035 | 3687 | SH |  | SOLE |  | 0 | 0 | 3687 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 1654016 | 3013 | SH |  | SOLE |  | 0 | 0 | 3013 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 691956 | 8940 | SH |  | SOLE |  | 0 | 0 | 8940 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1096907 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 337158 | 129 | SH |  | SOLE |  | 0 | 0 | 129 |
| MERCK  CO INC | COM | 58933Y105 |  | 604387 | 7635 | SH |  | SOLE |  | 0 | 0 | 7635 |
| MICROSOFT CORP | COM | 594918104 |  | 4364275 | 8774 | SH |  | SOLE |  | 0 | 0 | 8774 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 1281438 | 18210 | SH |  | SOLE |  | 0 | 0 | 18210 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 |  | 1402801 | 102245 | SH |  | SOLE |  | 0 | 0 | 102245 |
| NETFLIX INC | COM | 64110L106 |  | 2838956 | 2120 | SH |  | SOLE |  | 0 | 0 | 2120 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 448085 | 3565 | SH |  | SOLE |  | 0 | 0 | 3565 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1891298 | 11971 | SH |  | SOLE |  | 0 | 0 | 11971 |
| ORACLE CORP | COM | 68389X105 |  | 267166 | 1222 | SH |  | SOLE |  | 0 | 0 | 1222 |
| OSHKOSH CORP | COM | 688239201 |  | 788308 | 6943 | SH |  | SOLE |  | 0 | 0 | 6943 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1137535 | 6102 | SH |  | SOLE |  | 0 | 0 | 6102 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 792775 | 3874 | SH |  | SOLE |  | 0 | 0 | 3874 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 3054409 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| PENUMBRA INC | COM | 70975L107 |  | 989565 | 3856 | SH |  | SOLE |  | 0 | 0 | 3856 |
| PEPSICO INC | COM | 713448108 |  | 333797 | 2528 | SH |  | SOLE |  | 0 | 0 | 2528 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1128464 | 7083 | SH |  | SOLE |  | 0 | 0 | 7083 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 332151 | 1132 | SH |  | SOLE |  | 0 | 0 | 1132 |
| QUALCOMM INC | COM | 747525103 |  | 1496407 | 9396 | SH |  | SOLE |  | 0 | 0 | 9396 |
| RPM INTL INC | COM | 749685103 |  | 1279636 | 11650 | SH |  | SOLE |  | 0 | 0 | 11650 |
| SHELL PLC | SPON ADS | 780259305 |  | 244252 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 769223 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| SPDR SERIES TRUST | NYSE TECH ETF | 78464A102 |  | 883393 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| SALESFORCE INC | COM | 79466L302 |  | 632913 | 2321 | SH |  | SOLE |  | 0 | 0 | 2321 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 203675 | 8547 | SH |  | SOLE |  | 0 | 0 | 8547 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 1313697 | 32826 | SH |  | SOLE |  | 0 | 0 | 32826 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1264713 | 47725 | SH |  | SOLE |  | 0 | 0 | 47725 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1103121 | 8184 | SH |  | SOLE |  | 0 | 0 | 8184 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 807044 | 3187 | SH |  | SOLE |  | 0 | 0 | 3187 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 1297904 | 15894 | SH |  | SOLE |  | 0 | 0 | 15894 |
| SERVICENOW INC | COM | 81762P102 |  | 1224443 | 1191 | SH |  | SOLE |  | 0 | 0 | 1191 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1146822 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 1720843 | 66110 | SH |  | SOLE |  | 0 | 0 | 66110 |
| T-MOBILE US INC | COM | 872590104 |  | 1110053 | 4659 | SH |  | SOLE |  | 0 | 0 | 4659 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 411759 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 1157821 | 2260 | SH |  | SOLE |  | 0 | 0 | 2260 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 346920 | 4819 | SH |  | SOLE |  | 0 | 0 | 4819 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 918902 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1273109 | 28135 | SH |  | SOLE |  | 0 | 0 | 28135 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2369167 | 25393 | SH |  | SOLE |  | 0 | 0 | 25393 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 382622 | 4805 | SH |  | SOLE |  | 0 | 0 | 4805 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 447881 | 1606 | SH |  | SOLE |  | 0 | 0 | 1606 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 755986 | 7468 | SH |  | SOLE |  | 0 | 0 | 7468 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 245893 | 3536 | SH |  | SOLE |  | 0 | 0 | 3536 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 1329768 | 6072 | SH |  | SOLE |  | 0 | 0 | 6072 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1131442 | 8888 | SH |  | SOLE |  | 0 | 0 | 8888 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 995583 | 1501 | SH |  | SOLE |  | 0 | 0 | 1501 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 249506 | 3009 | SH |  | SOLE |  | 0 | 0 | 3009 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 1057751 | 3673 | SH |  | SOLE |  | 0 | 0 | 3673 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 403869 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 429551 | 2229 | SH |  | SOLE |  | 0 | 0 | 2229 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 546466 | 1798 | SH |  | SOLE |  | 0 | 0 | 1798 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 925891 | 21398 | SH |  | SOLE |  | 0 | 0 | 21398 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 454104 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| VISA INC | COM CL A | 92826C839 |  | 436001 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 889652 | 11104 | SH |  | SOLE |  | 0 | 0 | 11104 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 212020 | 2209 | SH |  | SOLE |  | 0 | 0 | 2209 |
| WORKDAY INC | CL A | 98138H101 |  | 917760 | 3824 | SH |  | SOLE |  | 0 | 0 | 3824 |
| XCEL ENERGY INC | COM | 98389B100 |  | 811956 | 11923 | SH |  | SOLE |  | 0 | 0 | 11923 |

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