Civic Intelligence

Chase Home for Children

EIN 02-2229190 • Portsmouth, NH

698 Middle RoadPortsmouth, NH 03801
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.58x

Higher debt load relative to revenue than 76% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

118%

Faster revenue growth than 89% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,650,451

Up $903,157 (+9.3%) from 2023

Liabilities

Up

$262,885

Up $49,281 (+23%) from 2023

Net Assets

Up

$10,387,566

Up $853,876 (+9.0%) from 2023

Revenue

Up

$455,628

Up $246,218 (+118%) from 2023

Expenses

Down

$409,564

Down $195,441 (-32%) from 2023

Net Income

Up

$46,064

Up $441,659 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $6,935,527Liabilities 2012: $77,9462012Assets 2013: $7,635,943Liabilities 2013: $47,0392013Assets 2014: $8,005,624Liabilities 2014: $31,7802014Assets 2015: $7,825,030Liabilities 2015: $48,3772015Assets 2019: $9,272,889Liabilities 2019: $147,6032019Assets 2020: $9,049,614Liabilities 2020: $14,000Net Assets 2020: $9,035,6142020Assets 2021: $10,950,106Liabilities 2021: $14,000Net Assets 2021: $10,936,1062021Assets 2022: $9,455,876Liabilities 2022: $168,718Net Assets 2022: $9,287,1582022Assets 2023: $9,747,294Liabilities 2023: $213,604Net Assets 2023: $9,533,6902023Assets 2024: $10,650,451Liabilities 2024: $262,885Net Assets 2024: $10,387,5662024

Highlighted filing

2024

Assets$10,650,451
Liabilities$262,885
Net Assets$10,387,566

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $980,913Expenses 2012: $1,141,772Net Income 2012: -$160,8592012Revenue 2013: $2,117,016Expenses 2013: $1,119,262Net Income 2013: $997,7542013Revenue 2014: $1,167,597Expenses 2014: $1,185,264Net Income 2014: -$17,6672014Revenue 2015: $1,150,512Expenses 2015: $1,261,836Net Income 2015: -$111,3242015Revenue 2019: $1,682,319Expenses 2019: $1,675,865Net Income 2019: $6,4542019Revenue 2020: $401,524Expenses 2020: $527,329Net Income 2020: -$125,8052020Revenue 2021: $564,034Expenses 2021: $549,899Net Income 2021: $14,1352021Revenue 2022: $342,265Expenses 2022: $549,289Net Income 2022: -$207,0242022Revenue 2023: $209,410Expenses 2023: $605,005Net Income 2023: -$395,5952023Revenue 2024: $455,628Expenses 2024: $409,564Net Income 2024: $46,0642024

Highlighted filing

2024

Revenue$455,628
Expenses$409,564
Net Income$46,064

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David SplainePresident/Trustee-$0--
Ben WheelerTreasurer/Trustee-$0--
Phil PettisSecretary/Trustee-$0--
Ted AlexTrustee-$0--
Lisa DestefanoTrustee-$0--
John HebertTrustee-$0--
Michael MagnantTrustee-$0--
Rev Jennifer MazurTrustee-$0--
Jay McSharryTrustee-$0--
John RicciTrustee-$0--
Katie SearsTrustee-$0--
Reverand Robert StevensTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe Chase HomeOperational SupportPCPortsmouth, NH, US$209,266
Filing and Contact Details

Filer

Filer Name
Chase Home for Children
EIN
02-2229190
Phone
6034362216
Address
698 Middle Road, Portsmouth, NH 03801

Signing Officer

Name
Ben Wheeler
Title
Treasurer
Phone
6034362216
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
1000 Elm Street 4th Floor, Manchester, NH 03101
Preparer
Melissa Magoon CPA
Phone
6036697337
Raw XML AppendixShowing 400 of 912 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt047423
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt047423
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Page 5, Part VII-A, Line 11
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Name of Controlled Entity: The Chase HomeEIN: 82-3657987Address: 698 Middle Road Portsmouth, NH 03801Excess Business Holding: NoDescription of Transfer: Grants and other support to related organization for operational supportTotal amount of Transfers: 209,266
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm083000 Shares of APPLE INC 3.350% 02/09/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm145000 Shares of BANK OF NEW YORK 3.000% 10/30/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm288000 Shares of DISNEY WALT CO 2.000% 09/01/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm360000 Shares of FLORIDA POWER & LIGHT CO 5.950% 10/01/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm488000 Shares of JOHNSON & JOHNSON 2.450% 03/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm588000 Shares of JP MORGAN CHASE & CO 2.750% 01/31/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm615000 Shares of MERCK AND CO 6.400% 03/01/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm732000 Shares of MICROSOFT 3.125% 11/03/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8120000 Shares of ORACLE CORP 4.300% 07/08/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm983000 Shares of PEPSICO INC 3.000% 10/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1041000 Shares of WALMART INC 3.700% 06/26/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1163000 Shares of 3M CO 3.050% 04/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1212406.864 Shares of LOOMIS SAYLES INVMT GRAD BD FUND Y (LSIIX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm133503.028 Shares of VANGUARD INFLATION PROTECTED ADM #5119 (VAIPX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1418645.412 Shares of VANGUARD INTERM TERM INVT GRADE #571 ADM SHS (VFIDX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1515814.976 Shares of VANGUARD SHORT-TERM INVT GRADE #539 (VFSUX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1618000 Shares of MICROSOFT CORP NTS B/E CALL@MW+15BP RATE 03.125% MATURES 11/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1737000 Shares of JOHNSON & JOHNSON B/E CALL@MW+15BP RATE 02.450% MATURES 03/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1837000 Shares of APPLE INC B/E 3.350% 020927 DTD020917 FC080917 CALL@MW+12.5B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1937000 Shares of PEPSICO INC NTS B/E CALL@MW+15BP RATE 03.000% MATURES 10/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2040000 Shares of BANK OF AMER CORP NTS CALL@MW+15BP RATE 02.551% MATURES 02/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2125000 Shares of NETFLIX INC NTS B/E RATE 04.875% MATURES 04/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2224000 Shares of WALMART INC NTS B/E 3.700% 062628 DTD062718 FC122618 CALL@MW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2330000 Shares of BANK OF NY MELLON CORP MED TERM NTS RATE 03.000% MATURES 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2437000 Shares of WALT DISNEY COMPANY/THE 2.000% 090129 DTD090619 FC030120 CAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2537000 Shares of 3M CO B/E CALL@MW+35BP RATE 03.050% MATURES 04/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2637000 Shares of JPMORGAN CHASE & CO B/E RATE 02.750% MATURES 01/31/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2755000 Shares of ORACLE CORP B/E CALL@MW+15BP RATE 04.300% MATURES 07/08/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm282766 Shares of INVESCO PFD ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm293319.44 Shares of PIMCO EM MKTS CORP BD FD FUND CLASS I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm308761.025 Shares of VANGUARD SHORT TERM INVESTMENT GRADE FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt080026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt141359
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt276527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt363394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt484499
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt571911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt615761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt731208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8109528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt979176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1039788
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1156505
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12121091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1380149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14158672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15161155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1617639
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1735823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1836152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1935208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2037747
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2125133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2223295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2327718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2432417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2533414
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2630654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2751317
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2831947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2929875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3089275
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt080026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt141359
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt276527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt363394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt484499
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt571911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt615761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt731208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8109528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt979176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1039788
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1156505
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12121091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1380149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14158672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15161155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1617639
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1735823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1836152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1935208
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2037747
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2125133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2223295
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2327718
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2432417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2533414
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2630654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2751317
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2831947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2929875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3089275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3349728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4135275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt578959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6344996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt796800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt860206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt968497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1149505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1231344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1355607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1463138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1547597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1666084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1758588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1945078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2067680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2235266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2432983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25137902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26120547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2795934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28103673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29358901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3028867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3150986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3272734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3329967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3443360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3552931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3662543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3734353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3822570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3948316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4092815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4112027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4288851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4379417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44170093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4545362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46172927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4725212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48364268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4916419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5174279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5244161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt535880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5412054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55189436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5669570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5739364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58184503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5958939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6030103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6133855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6215289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt639698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6424230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6515526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6631340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6723927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6828113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt698245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7027582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7120722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7252888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7317084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt745552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7516321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7674432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7746840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7889114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79194423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8013717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8125224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8235790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8314857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8421211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8526306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8631021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8711248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8824158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8945731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9079152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9165730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9239143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93101852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt941050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9578741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9622142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9719980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9833488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9919820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10016602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10122420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10212480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10334371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10456637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105106368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106147801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3349728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4135275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt578959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6344996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt796800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt860206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt968497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1019083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1149505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1231344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1355607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1463138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1547597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1666084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1758588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1945078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2067680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2235266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2311958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2432983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25137902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26120547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2795934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28103673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29358901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3028867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3150986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3272734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3329967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3443360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3552931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3662543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3734353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3822570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3948316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4092815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4112027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4288851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4379417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44170093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4545362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46172927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4725212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48364268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4916419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt502196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5174279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5244161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt535880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5412054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55189436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5669570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5739364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58184503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5958939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6030103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6133855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6215289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt639698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6424230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6515526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6631340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6723927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6828113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt698245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7027582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7120722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7252888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7317084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7516321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7674432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7746840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7889114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79194423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8013717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8125224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8235790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8314857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8421211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8526306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8631021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8711248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8824158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8945731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9079152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9165730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9239143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93101852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt941050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9578741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9622142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9719980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9833488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9919820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10016602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10122420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10212480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10334371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10456637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105106368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106147801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0125 Shares of ABBOTT LABS COM (ABT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1254 Shares of ABBVIE, INC (ABBV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm250 Shares of ALIGN TECHNOLOGY INC (ALGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31920 Shares of ALPHABET INC CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4700 Shares of AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5341 Shares of AMERICAN EXPRESS CO COM (AXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61638 Shares of APPLE INC. COM (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72434 Shares of BANK OF AMER CORP COM (BAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8148 Shares of BERKSHIRE HATHAWAY INC CL B (BRK.B)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm987 Shares of BLACKROCK INC (BLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10122 Shares of CHEVRON CORPORATION COM (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111042 Shares of CISCO SYS INC COM (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12323 Shares of COLGATE PALMOLIVE CO COM (CL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131420 Shares of COMCAST CORP NEW COM CL A (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14552 Shares of CONOCOPHILLIPS COM (COP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15185 Shares of CONSTELLATION BRANDS CLASS A (STZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161701 Shares of CORNING INC COM (GLW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17992 Shares of CVS HEALTH CORP COM (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1872 Shares of DANAHER CORPORATION COM (DHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19454 Shares of DISNEY WALT CO COM (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202659.331 Shares of FIDELITY SMALL CAP INDEX FD #2358 (FSSNX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2117 Shares of GENERAL DYNAMICS COM (GD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22514 Shares of GILEAD SCIENCES COM (GILD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2356 Shares of HONEYWELL INTL INC COM (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241065 Shares of INTEL CORP COM (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm253477.971 Shares of INVESCO OPPENHEIMER DEV MRKTS R6 (ODVIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26596 Shares of JPMORGAN CHASE & CO COM (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27553 Shares of MARATHON PETROLEUM CORP (MPC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28235 Shares of MASTERCARD INC CL A (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29803 Shares of MICROSOFT CORP COM (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30383 Shares of NIKE CORP COM (NKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31665 Shares of PENTAIR PLC (PNR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32441 Shares of PEPSICO INC COM (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331071 Shares of PFIZER INC COM (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34370 Shares of PRUDENTIAL FINANCIAL, INC COM (PRU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35332 Shares of ROYAL CARIBBEAN GROUP (RCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36623 Shares of RTX CORPORATION COM (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37389 Shares of SPDR MATERIALS SELECT SECTOR (XLB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38305 Shares of STATE STR CORP COM (STT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39142 Shares of STRYKER CORP COM (SYK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40617 Shares of TE CONNECTIVITY LTD (TEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4131 Shares of TELEDYNE TECHNOLOGIES INC (TDY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42807 Shares of TJX COMPANIES, INC (TJX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43351 Shares of UNION PAC CORP COM (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44334 Shares of UNITEDHEALTH GROUP INC COM (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45174 Shares of VANECK SEMICONDUCTOR ETF (SMH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4689520.659 Shares of VANGUARD MID-CAP INDEX FD 5859 ADM (VIMAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47301 Shares of VANGUARD REAL ESTATE ETF (VNQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4822996.687 Shares of VANGUARD TAX MGD FDS DEV MKTS ADM FD 127 (VTMGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49111 Shares of VANGUARD UTILITIES ETF (VPU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5023 Shares of VERALTO CORP (VLTO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51283 Shares of VISA INC (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52207 Shares of WASTE MANAGEMENT INC COM (WM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5399 Shares of WELLS FARGO & CO NEW COM (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54116 Shares of ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551040 Shares of ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56360 Shares of AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57170 Shares of AMER EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58876000 Shares of APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591482 Shares of BANK OF AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6074 Shares of BERKSHIRE HATHAWAY INC NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6143 Shares of BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6284 Shares of BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6362 Shares of CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64510 Shares of CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65160 Shares of COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66274 Shares of CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6793 Shares of CONSTELLATION BRANDS INC CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68476 Shares of CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6933 Shares of DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70200 Shares of DELL TECHNOLOGIES INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71180 Shares of EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72400 Shares of GENERAC HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73249 Shares of GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7426 Shares of HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75527 Shares of INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76368 Shares of JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77270 Shares of MARATHON PETROLEUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78202 Shares of MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79435 Shares of MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80182 Shares of NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81329 Shares of PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82217 Shares of PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83531 Shares of PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84181 Shares of PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85165 Shares of ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $10M-$25M nonprofits