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45795 JP MORGAN CHASE 27155 56721 REGIONS FINANCIAL 13737 16658 JOHNSON & JOHNSON 28492 32574 MASTERCARD INC CLASS A 6946 21727 PEPSICO INC 9494 12794 MICROSOFT 20948 112739 NEXTERA ENERGY 7545 22739 PFIZER PROCTER & GAMBLE 8554 18532 ELI LILLY 12925 47841 UNITED HEALTH GROUP 4967 18710 PROLOGIS INC 11257 11618 STARBUCKS INTUITIVE SURGICAL 7719 7860 UNITED PARCEL SERVICE SISCO SYSTEMS DANAHER CORP 16510 20017 ZOETIS INC 13147 15044 AMAZON COM INC 22891 60557 HOME DEPOT INC 10274 28364 ABBVIE INC 8012 17378 ACCENTURE PLC 5176 14846 EXXONMOBILE 15670 30360 BLACKROCK INC 11314 23738 IBM MARRIOTT INTL 4573 7707 CHEVRON 18348 25478 AUTOMATIC DATA PROCESSING 6284 7472 MORGAN STANLEY DUKE ENERGY 5490 8186 LINDE PUBLIC LIMITED 11115 32426 TRAVELERS COMPANY 12545 25753 INTUIT 2747 13662 TEXAS INSTRUMENTS 5624 14666 VERIZON WAL MART 8339 26648 REALTY INCOME CORP MERCK & CO 9078 9425 PARKER HANNIFIN CORP 16511 27800 VISA INC 15629 17872 SALESFORCE 6353 8485 HONEYWELL INTERNATIONAL 11777 14263 NAVIDIA CORP 37013 97395 BROADCOM INC 7198 43643 COPART INC 16179 15720 MCDONALD'S CORP 11725 21620 COMCAST CORP 11567 11863 GILEAD SCIENCES 7129 7126 LOCKHEED MARTIN 6408 8768 PAYCHEX 6709 7380 COSTAR GROUP 7777 7770 PUBLIC STORAGE 7882 8733 WELLTOWER 10660 15876 ADOBE 6440 6213 ORACLE 7744 8009 PALO ALTO NETWORK 7808 10938 NETFLIX 6388 9221 342777 333022 ISHARES TR S&P SMALL CAP AT COST 42803 158715 VANGUARD DEVELOPED MARKETS AT COST 133000 158054 FANNIE MAE POOL FN MA4448 1.5% 10/1/31 AT COST 13456 13912 VANGUARD INSTITUTIONAL INDEX FD AT COST 863247 1094793 ISHARES TR S&P MIDCAP 400 AT COST DREHAUS SMALL CAP AT COST 111481 89458 ISHARES RUSSELL 1000 GROWTH AT COST 292260 411792 CHAMPLAIN MID CAP AT COST VICTORY SYCAMORE SM CAP AT COST 74071 79160 ISHARES RUSSELL 1000 VALUE AT COST 196214 244083 NUANCE MID CAP AT COST SEAFARER OVERESEAS GROWTH & INCOME AT COST 89000 99134 FIDELITY MID CAP INDEX AT COST 370000 370000 OFFICE AND MEETING EXPENSE 2815 704 WEBHOSTING 85 21 MISCELLANEOUS 4760 Rounding 1 INVESTMENT FEES 16304 4076 0 0 PRIOR YEAR EXCISE TAX 10159 2540