# EDGAR Filing Document

**Accession Number:** 0001729516
**File Stem:** 0002085853-26-000468
**Filing Date:** 2026-4
**Character Count:** 18519
**Document Hash:** 5548300158dd23b5da982093e2659cd4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000468.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0002085853-26-000468

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bigelow Investment Advisors, LLC
- **CENTRAL INDEX KEY:** 0001729516

**ORGANIZATION NAME:**
- **EIN:** 208676315
- **STATE OF INCORPORATION:** ME
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18309
- **FILM NUMBER:** 26885794

**BUSINESS ADDRESS:**
- **STREET 1:** 2 MONUMENT SQUARE
- **CITY:** PORTLAND
- **STATE:** ME
- **ZIP:** 04101
- **BUSINESS PHONE:** 207-772-2900

**MAIL ADDRESS:**
- **STREET 1:** 2 MONUMENT SQUARE
- **CITY:** PORTLAND
- **STATE:** ME
- **ZIP:** 04101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Bigelow Investment Advisors LLC<br>**Address:** 2 Monument Square<br>Portland, ME 04101

**Form 13F File Number:** 028-18309

**CRD Number (if applicable):** 000143733

**SEC File Number (if applicable):** 801-67875

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:** Racquel Tibbetts<br>**Title:** CCO<br>**Phone:** 207-772-2900

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

/s/ Racquel Tibbetts  Portland, ME  04-23-2026<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:** 153

**Form 13F Information Table Value Total:** $249797953

      (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 |
| 3M CO | COM | 88579Y101 |  | 347535 | 2393 | SH |  | SOLE |  | 2393 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 806193 | 3963 | SH |  | SOLE |  | 3963 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3642801 | 12668 | SH |  | SOLE |  | 12668 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3088908 | 10768 | SH |  | SOLE |  | 10768 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2382817 | 11441 | SH |  | SOLE |  | 11441 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 2543554 | 8409 | SH |  | SOLE |  | 8409 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 367134 | 1154 | SH |  | SOLE |  | 1154 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6684067 | 26337 | SH |  | SOLE |  | 26337 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 803207 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1136697 | 9258 | SH |  | SOLE |  | 9258 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 215699 | 901 | SH |  | SOLE |  | 901 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1045346 | 21443 | SH |  | SOLE |  | 21443 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 439930 | 2798 | SH |  | SOLE |  | 2798 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 830454 | 1733 | SH |  | SOLE |  | 1733 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 417184 | 3628 | SH |  | SOLE |  | 3628 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 496818 | 118 | SH |  | SOLE |  | 118 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 208335 | 1142 | SH |  | SOLE |  | 1142 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1169667 | 1651 | SH |  | SOLE |  | 1651 | 0 | 0 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 211855 | 650 | SH |  | SOLE |  | 650 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 1455414 | 18758 | SH |  | SOLE |  | 18758 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 768796 | 2603 | SH |  | SOLE |  | 2603 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 792383 | 9297 | SH |  | SOLE |  | 9297 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 203985 | 7105 | SH |  | SOLE |  | 7105 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 821058 | 824 | SH |  | SOLE |  | 824 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 657867 | 16026 | SH |  | SOLE |  | 16026 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 1018910 | 5374 | SH |  | SOLE |  | 5374 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 917052 | 1628 | SH |  | SOLE |  | 1628 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1563978 | 16227 | SH |  | SOLE |  | 16227 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 986240 | 7532 | SH |  | SOLE |  | 7532 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 1171369 | 3275 | SH |  | SOLE |  | 3275 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 1322385 | 4971 | SH |  | SOLE |  | 4971 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 270128 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 593252 | 645 | SH |  | SOLE |  | 645 | 0 | 0 |
| EVERPURE INC | CL A | 74624M102 |  | 231083 | 3914 | SH |  | SOLE |  | 3914 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2498752 | 14728 | SH |  | SOLE |  | 14728 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 711291 | 1997 | SH |  | SOLE |  | 1997 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 2271784 | 45609 | SH |  | SOLE |  | 45609 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 4862407 | 143986 | SH |  | SOLE |  | 143986 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1535910 | 4475 | SH |  | SOLE |  | 4475 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 696293 | 4996 | SH |  | SOLE |  | 4996 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 538050 | 636 | SH |  | SOLE |  | 636 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1014626 | 3085 | SH |  | SOLE |  | 3085 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 663172 | 2934 | SH |  | SOLE |  | 2934 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 768666 | 1368 | SH |  | SOLE |  | 1368 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 246234 | 946 | SH |  | SOLE |  | 946 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 269373 | 623 | SH |  | SOLE |  | 623 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3319640 | 17297 | SH |  | SOLE |  | 17297 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 11552310 | 131038 | SH |  | SOLE |  | 131038 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 3488178 | 44345 | SH |  | SOLE |  | 44345 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1451777 | 20814 | SH |  | SOLE |  | 20814 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 271683 | 5975 | SH |  | SOLE |  | 5975 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3437124 | 34624 | SH |  | SOLE |  | 34624 | 0 | 0 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 251625 | 2472 | SH |  | SOLE |  | 2472 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 616191 | 2485 | SH |  | SOLE |  | 2485 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 205652 | 1931 | SH |  | SOLE |  | 1931 | 0 | 0 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 1352811 | 10241 | SH |  | SOLE |  | 10241 | 0 | 0 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 |  | 1201790 | 25253 | SH |  | SOLE |  | 25253 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 319223 | 2810 | SH |  | SOLE |  | 2810 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 494899 | 2931 | SH |  | SOLE |  | 2931 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 327231 | 3369 | SH |  | SOLE |  | 3369 | 0 | 0 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 5954814 | 140130 | SH |  | SOLE |  | 140130 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 1864159 | 36588 | SH |  | SOLE |  | 36588 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3563895 | 39367 | SH |  | SOLE |  | 39367 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4907759 | 39480 | SH |  | SOLE |  | 39480 | 0 | 0 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 214532 | 8559 | SH |  | SOLE |  | 8559 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 419585 | 8385 | SH |  | SOLE |  | 8385 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 434578 | 4094 | SH |  | SOLE |  | 4094 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 885230 | 7464 | SH |  | SOLE |  | 7464 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 560670 | 4626 | SH |  | SOLE |  | 4626 | 0 | 0 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 339474 | 6705 | SH |  | SOLE |  | 6705 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 715905 | 6487 | SH |  | SOLE |  | 6487 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 16725596 | 25605 | SH |  | SOLE |  | 25605 | 0 | 0 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 887693 | 6277 | SH |  | SOLE |  | 6277 | 0 | 0 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 |  | 1872554 | 17553 | SH |  | SOLE |  | 17553 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 212839 | 2230 | SH |  | SOLE |  | 2230 | 0 | 0 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 256683 | 781 | SH |  | SOLE |  | 781 | 0 | 0 |
| ISHARES TR | GNMA BOND ETF | 46429B333 |  | 1241620 | 28009 | SH |  | SOLE |  | 28009 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 7024336 | 104018 | SH |  | SOLE |  | 104018 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 4932877 | 93852 | SH |  | SOLE |  | 93852 | 0 | 0 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 641482 | 5452 | SH |  | SOLE |  | 5452 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 498345 | 5212 | SH |  | SOLE |  | 5212 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 2324384 | 43675 | SH |  | SOLE |  | 43675 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 4021797 | 42357 | SH |  | SOLE |  | 42357 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 238895 | 670 | SH |  | SOLE |  | 670 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3986083 | 16307 | SH |  | SOLE |  | 16307 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3100741 | 10541 | SH |  | SOLE |  | 10541 | 0 | 0 |
| KIRBY CORP | COM | 497266106 |  | 293000 | 2205 | SH |  | SOLE |  | 2205 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 955000 | 4042 | SH |  | SOLE |  | 4042 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 315970 | 3190 | SH |  | SOLE |  | 3190 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 838429 | 1678 | SH |  | SOLE |  | 1678 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 209276 | 4149 | SH |  | SOLE |  | 4149 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 336275 | 1082 | SH |  | SOLE |  | 1082 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 963981 | 11125 | SH |  | SOLE |  | 11125 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 746159 | 6203 | SH |  | SOLE |  | 6203 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1133962 | 1982 | SH |  | SOLE |  | 1982 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 228380 | 676 | SH |  | SOLE |  | 676 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4107406 | 11096 | SH |  | SOLE |  | 11096 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 1229662 | 12789 | SH |  | SOLE |  | 12789 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 1916393 | 20633 | SH |  | SOLE |  | 20633 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 585034 | 11076 | SH |  | SOLE |  | 11076 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 516026 | 1798 | SH |  | SOLE |  | 1798 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3751137 | 21509 | SH |  | SOLE |  | 21509 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 987402 | 6712 | SH |  | SOLE |  | 6712 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 311983 | 1946 | SH |  | SOLE |  | 1946 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 283999 | 6279 | SH |  | SOLE |  | 6279 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 1399318 | 9011 | SH |  | SOLE |  | 9011 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 257662 | 9176 | SH |  | SOLE |  | 9176 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1657593 | 11476 | SH |  | SOLE |  | 11476 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 249804 | 455 | SH |  | SOLE |  | 455 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 2900059 | 15034 | SH |  | SOLE |  | 15034 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 316219 | 1694 | SH |  | SOLE |  | 1694 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1834308 | 73080 | SH |  | SOLE |  | 73080 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 337032 | 13617 | SH |  | SOLE |  | 13617 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1089813 | 40955 | SH |  | SOLE |  | 40955 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 4801954 | 197856 | SH |  | SOLE |  | 197856 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 4536126 | 176916 | SH |  | SOLE |  | 176916 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 474033 | 16301 | SH |  | SOLE |  | 16301 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 413246 | 17797 | SH |  | SOLE |  | 17797 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 508754 | 23674 | SH |  | SOLE |  | 23674 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1830336 | 60011 | SH |  | SOLE |  | 60011 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 790595 | 25536 | SH |  | SOLE |  | 25536 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 4606094 | 158122 | SH |  | SOLE |  | 158122 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 587776 | 1366 | SH |  | SOLE |  | 1366 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 610988 | 6676 | SH |  | SOLE |  | 6676 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 859706 | 9596 | SH |  | SOLE |  | 9596 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 12056342 | 18539 | SH |  | SOLE |  | 18539 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 507442 | 7114 | SH |  | SOLE |  | 7114 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 361944 | 1071 | SH |  | SOLE |  | 1071 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 838685 | 4320 | SH |  | SOLE |  | 4320 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1015009 | 2065 | SH |  | SOLE |  | 2065 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 1724760 | 10800 | SH |  | SOLE |  | 10800 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 562599 | 1350 | SH |  | SOLE |  | 1350 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 308004 | 4282 | SH |  | SOLE |  | 4282 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 260574 | 1074 | SH |  | SOLE |  | 1074 | 0 | 0 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 539614 | 5485 | SH |  | SOLE |  | 5485 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 558768 | 2065 | SH |  | SOLE |  | 2065 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 387810 | 649 | SH |  | SOLE |  | 649 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 838856 | 15520 | SH |  | SOLE |  | 15520 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1943880 | 23491 | SH |  | SOLE |  | 23491 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 250335 | 3158 | SH |  | SOLE |  | 3158 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 10861390 | 50504 | SH |  | SOLE |  | 50504 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2137517 | 33357 | SH |  | SOLE |  | 33357 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2258081 | 15247 | SH |  | SOLE |  | 15247 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 1011706 | 3715 | SH |  | SOLE |  | 3715 | 0 | 0 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1595779 | 13209 | SH |  | SOLE |  | 13209 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 680059 | 3028 | SH |  | SOLE |  | 3028 | 0 | 0 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 1400774 | 7789 | SH |  | SOLE |  | 7789 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 404678 | 580 | SH |  | SOLE |  | 580 | 0 | 0 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 2314077 | 11679 | SH |  | SOLE |  | 11679 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 834726 | 16628 | SH |  | SOLE |  | 16628 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 606153 | 2419 | SH |  | SOLE |  | 2419 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1154859 | 3821 | SH |  | SOLE |  | 3821 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 807323 | 6496 | SH |  | SOLE |  | 6496 | 0 | 0 |

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