| Alphabet Inc. (A) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
| Alphabet Inc. (C) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
| Manoa Gallery (SPOUSE) |
Fine Arts Retailer |
Business Ownership |
N/A |
| Amazon.com Inc. (SPOUSE) |
General Retailer |
Stocks, Bonds or Mutual Funds |
N/A |
| Apple Inc. (SPOUSE) |
Technology Hardware & Equipment |
Stocks, Bonds or Mutual Funds |
N/A |
| Eaton Vance Tax Managed Dividend Equity Fund (SPOUSE) |
Closed-end Management Investments |
Stocks, Bonds or Mutual Funds |
N/A |
| Morgan Stanley (SPOUSE) |
investment services |
Stocks, Bonds or Mutual Funds |
N/A |
| NESTLE SPON ADR REP REG SHR (SPOUSE) |
CONSUMER STAPLES |
Stocks, Bonds or Mutual Funds |
N/A |
| Abbott Laboratories (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
| Accenture PLC Ireland CL A (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Adobe Inc (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Align Technology (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
| Autodesk Inc Delaware (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Gartner Inc (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Illumina Inc (SPOUSE) |
health care |
Stocks, Bonds or Mutual Funds |
N/A |
| ISHARES MSCI ACWI EX US ETF (SPOUSE) |
investment tracking service |
Stocks, Bonds or Mutual Funds |
N/A |
| MASTERCARD INC CL A (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Microsoft Corp (SPOUSE) |
information technology |
Stocks, Bonds or Mutual Funds |
N/A |
| NIKE INC B (SPOUSE) |
CONSUMER DISCRETIONARY |
Stocks, Bonds or Mutual Funds |
N/A |
| PAYPAL HLDGS INC COM (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
| SALESFORCE.COM INC (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
| SERVICENOW INC (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
| UNITEDHEALTH GP INC (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
| VISA INC CL A (SPOUSE) |
INFORMATION TECHNOLOGY |
Stocks, Bonds or Mutual Funds |
N/A |
| ZOETIS INC CLASS-A (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
| MEDTRONIC PLC SHS (SPOUSE) |
HEALTH CARE |
Stocks, Bonds or Mutual Funds |
N/A |
| AIRBNB INC CL A (SPOUSE) |
travel services |
Stocks, Bonds or Mutual Funds |
N/A |
| ADIDAS AG (SPOUSE) |
footwear |
Stocks, Bonds or Mutual Funds |
N/A |
| AUTOMATIC DATA PROCESSING INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| AES CORP (SPOUSE) |
utilities |
Stocks, Bonds or Mutual Funds |
N/A |
| AFLAC INCORPORATED (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| AMER INTL GP INC NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| ALCON INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| AMADEUS IT GROUP S.A ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| APPLIED MATERIALS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| AMGEN INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| AMERIPRISE FINCL INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| ANSYS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| AON PLC CL A (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| APTIV PLC (SPOUSE) |
autoparts |
Stocks, Bonds or Mutual Funds |
N/A |
| ASML HOLDING NV NY REG NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| AMERICAN WATER WORKS CO (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
| BANK OF AMERICA CORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| BAXTER INTL INC (SPOUSE) |
health |
Stocks, Bonds or Mutual Funds |
N/A |
| BECTON DICKINSON & CO (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| BIO RAD LAB A (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| TOPBUILD CORP COM (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| BRISSTOL MYERS SQUIBB CO (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| BRUKER CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| BUNZL PLC NEW (SPOUSE) |
food distribution |
Stocks, Bonds or Mutual Funds |
N/A |
| CITIGROUP INC NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| CATERPILLAR INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| COMMERCE BANCSHARES (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| CROWN CASTLE INTL CORP (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
| CULLEN FROST BANKERS INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| CIGNA CORP (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| CIENA CORP NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| CINCINNATI FINANCIAL OHIO (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| CENTENE CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| CAPITAL ONE FINANCIAL CORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| CISCO SYS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| CSL LTD (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| CSX CORP (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| COTERRA ENERGY INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| CORTEVA INC (SPOUSE) |
agriculture |
Stocks, Bonds or Mutual Funds |
N/A |
| CHEVRON CORP (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| DASSAULT SYSTEMS SA ADS (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| DEERE & CO (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| DANAHER CORPORATION (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| ECOLAB INC (SPOUSE) |
chemicals |
Stocks, Bonds or Mutual Funds |
N/A |
| EQUITY LIFESTYLE PROPERTIES (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
| EVOLUTION AB ADR (SPOUSE) |
gaming |
Stocks, Bonds or Mutual Funds |
N/A |
| EXPERIAN GP LTD ADR (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| FREEPORT-MCMORAN CL-B (SPOUSE) |
copper |
Stocks, Bonds or Mutual Funds |
N/A |
| FIRSTENERGY CORP (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
| FLEXTRONICS INTL LTD (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| FMC CORP NEW (SPOUSE) |
chemicals |
Stocks, Bonds or Mutual Funds |
N/A |
| TECHNIPFMC LTD (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| GENL DYNAMICS CORP (SPOUSE) |
defense |
Stocks, Bonds or Mutual Funds |
N/A |
| GLOBANT S.A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| CORNING INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| BARRICK GOLD CORP (SPOUSE) |
mining |
Stocks, Bonds or Mutual Funds |
N/A |
| HOME DEPOT INC (SPOUSE) |
home improvement retailing |
Stocks, Bonds or Mutual Funds |
N/A |
| HONEYWELL INTL INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| HUMANA INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| HEXCEL CORP NEW (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| INTERCONTINENTAL EXCHANGE INC (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| ICON PLC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| INTUITIVE SURGICAL INC (SPOUSE) |
healthcare technology |
Stocks, Bonds or Mutual Funds |
N/A |
| JOHNSON & JOHNSON (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| JPMORGAN CHASE & CO (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| KEYSIGHT TECHNOLOGIES INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| COCA COLA CO (SPOUSE) |
beverages |
Stocks, Bonds or Mutual Funds |
N/A |
| LENNAR CORPORATION (SPOUSE) |
real estate |
Stocks, Bonds or Mutual Funds |
N/A |
| LABORATORY CP AMER HLDGS NEW (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| LUMENTUM HLDGS INC COM (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| LOWES COMPANIES INC (SPOUSE) |
home improvement retailing |
Stocks, Bonds or Mutual Funds |
N/A |
| SOUTHWEST AIRLINES (SPOUSE) |
travel |
Stocks, Bonds or Mutual Funds |
N/A |
| LVMH MOET HENNESSY LOUIS VUITT (SPOUSE) |
luxury goods |
Stocks, Bonds or Mutual Funds |
N/A |
| MICROCHIP TECHNOLOGY INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| MERCADOLIBRE INC (SPOUSE) |
internet retailing |
Stocks, Bonds or Mutual Funds |
N/A |
| METLIFE INCORPORATED (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| MICHELIN COMPAGNIE GENERALE DE (SPOUSE) |
auto parts |
Stocks, Bonds or Mutual Funds |
N/A |
| MARTIN MARIETTA MATERIALS (SPOUSE) |
building materials |
Stocks, Bonds or Mutual Funds |
N/A |
| MAXIMUS INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| MARATHON PETROLEUM CORP (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| MONOLITHIC PWR SYSTEMS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| MSCI INC COM (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| MITSUBISHI UFJ FINCL GRP ADS (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| NEXTERA ENERGY INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| NETFLIX INC (SPOUSE) |
entertainment |
Stocks, Bonds or Mutual Funds |
N/A |
| NVIDIA CORPORATION (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| NXP SEMICONDUCTORS NV (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| PG&E CORPORATION (SPOUSE) |
utility |
Stocks, Bonds or Mutual Funds |
N/A |
| PROCTER & GAMBLE (SPOUSE) |
consumer goods |
Stocks, Bonds or Mutual Funds |
N/A |
| PARKER HANNIFIN CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| PHILIP MORRIS INTL INC (SPOUSE) |
tobacco products |
Stocks, Bonds or Mutual Funds |
N/A |
| PNC FINL SVCS GP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| KERING S A ADR NEW (SPOUSE) |
luxury goods |
Stocks, Bonds or Mutual Funds |
N/A |
| PHILLIPS 66 COM (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| QUALCOMM INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| QURATE RETAIL INC SER A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| ROCKWELL AUTOMATION INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| R P M INC (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| RAYTHEON TECHNOLOGIES CORP (SPOUSE) |
defense |
Stocks, Bonds or Mutual Funds |
N/A |
| SAP AG (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| SBA COMMUNICATNS CORP NEW CL A (SPOUSE) |
real estate investment trust |
Stocks, Bonds or Mutual Funds |
N/A |
| SAGE GROUP PLC ADR NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| SHOPIFY INC (SPOUSE) |
e-commerce |
Stocks, Bonds or Mutual Funds |
N/A |
| SVB FNCL GRP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| SIEMENS HEALTHINEERS AG ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| SONY GROUP CORPORATION ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| CONSTELLATION BRANDS INC CL A (SPOUSE) |
beverages |
Stocks, Bonds or Mutual Funds |
N/A |
| TERADATA CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| TE CONNECTIVITY LTD NEW (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| TEMENOS AG SPONSORED ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| TETRA TECH INC (SPOUSE) |
engineering |
Stocks, Bonds or Mutual Funds |
N/A |
| UNILEVER PLC (NEW) ADS (SPOUSE) |
consumer goods |
Stocks, Bonds or Mutual Funds |
N/A |
| UNION PACIFIC CORP (SPOUSE) |
transportation |
Stocks, Bonds or Mutual Funds |
N/A |
| AMERICAS GOLD AND SILVER CORP (SPOUSE) |
mining |
Stocks, Bonds or Mutual Funds |
N/A |
| VERIZON COMMUNNICATIONS (SPOUSE) |
telecommunications |
Stocks, Bonds or Mutual Funds |
N/A |
| WELLS FARGO & CO NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| WASTE MGMT INC (DELA) (SPOUSE) |
waste management |
Stocks, Bonds or Mutual Funds |
N/A |
| WILLIAMS CO INC (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| XYLEM INC COM (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| ISHARES RUSSELL 1000 VALUE ETF (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
| ISHARES RUSSELL 100 GRW ETF (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
| VIRTUS NWFLT MLTSEC SHTM BD I (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
| PIMCO LOW DURATION I2 (SPOUSE) |
mutual fund |
Stocks, Bonds or Mutual Funds |
N/A |
| BLOCK INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| CHUBB LTD (SPOUSE) |
insurance |
Stocks, Bonds or Mutual Funds |
N/A |
| COINBASE GLOBAL INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| DOCUSIGN INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| EAST WEST BANCORP (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| KONINKLIJKE PHIL EL SP ADR NEW (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| MOTOROLA SOLUTIONS INC (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| STARBUCKS CORP (SPOUSE) |
retailer |
Stocks, Bonds or Mutual Funds |
N/A |
| WALGREENS BOOTS ALLIANCE INC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| ATMOS ENERGY CP (SPOUSE) |
energy industry |
Stocks, Bonds or Mutual Funds |
N/A |
| BLACKSTONE INC (SPOUSE) |
private equity |
Stocks, Bonds or Mutual Funds |
N/A |
| COSTCO WHOLESALE CORP NEW (SPOUSE) |
wholesale sales |
Stocks, Bonds or Mutual Funds |
N/A |
| DELL TECHNOLOGIES INC CL C (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| ESTEE LAUDER CO INC CL A (SPOUSE) |
cosmetics |
Stocks, Bonds or Mutual Funds |
N/A |
| HDFC BANK LTD ADR (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| L OREAL CO ADR (SPOUSE) |
beauty products |
Stocks, Bonds or Mutual Funds |
N/A |
| ON SEMICONDUCTOR CORP (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| OSHKOSH CORP (SPOUSE) |
truck manufacturer |
Stocks, Bonds or Mutual Funds |
N/A |
| OWENS CORNING INC (SPOUSE) |
fiberglass & roofing composites |
Stocks, Bonds or Mutual Funds |
N/A |
| SPDR S&P 500 ETF TRUST (SPOUSE) |
financial investments |
Stocks, Bonds or Mutual Funds |
N/A |
| SYSCO CORP (SPOUSE) |
food service |
Stocks, Bonds or Mutual Funds |
N/A |
| WEST PHARMACEUTICAL SVCS INC (SPOUSE) |
pharmaceuticals & healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| XCEL ENERGY INC (SPOUSE) |
energy industry |
Stocks, Bonds or Mutual Funds |
N/A |
| Advance Micro Devices (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Cheniere Energy Inc (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| Fair Isaac & Co Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Intel Corp (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Bentley Sys Inc Com Cl B (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Berkshire Hathaway Vl-B New (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| Ft North American Energy Infra (SPOUSE) |
energy |
Stocks, Bonds or Mutual Funds |
N/A |
| Liberty Media Cor Ser C Lbrt (SPOUSE) |
communication services |
Stocks, Bonds or Mutual Funds |
N/A |
| EBAY Inc (SPOUSE) |
consumer retail |
Stocks, Bonds or Mutual Funds |
N/A |
| Eli Lilly & Co (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| Lasertec Corp ADR (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| LPL FINL HLDGS INC COM (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| NOVO NORDISK A/S ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| Palo Alto Networks Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| SPDR BLOOMBERG 1-3 MONTH T-B (SPOUSE) |
investment fund |
Stocks, Bonds or Mutual Funds |
N/A |
| WORKDAY INC CL A (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| Teledyne Tech Inc (SPOUSE) |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| TELEPERFORMANCE SA UNSP ADR Details (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| US BANCORP COM NEW (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| Veralto Corp (SPOUSE) |
industrials |
Stocks, Bonds or Mutual Funds |
N/A |
| Warner Music Group Corp (SPOUSE) |
entertainment |
Stocks, Bonds or Mutual Funds |
N/A |
| Bank of Hawaii Corp (SPOUSE) |
financial services |
Stocks, Bonds or Mutual Funds |
N/A |
| THERMO FISHER SCIENTIFIC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| HELEON PLC ADR (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| STERIS PLC (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| THE CIGNA GROUP (SPOUSE) |
healthcare |
Stocks, Bonds or Mutual Funds |
N/A |
| Apple Inc. |
Technology Hardware & Equipment |
Stocks, Bonds or Mutual Funds |
N/A |
| Alphabet Inc. (A) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
| Alphabet Inc. (C) (SPOUSE) |
Software & Computer Services |
Stocks, Bonds or Mutual Funds |
N/A |
| EATON VANCE TAX MGD DIV EQU FD |
Investment Tracking Service |
Stocks, Bonds or Mutual Funds |
N/A |
| EATON VANCE TAX MG CEF |
tax-managed equity fund |
Stocks, Bonds or Mutual Funds |
N/A |
| Virtus Income & Growth C |
investment fund |
Stocks, Bonds or Mutual Funds |
N/A |
| AECOM (SPOUSE) |
construction |
Stocks, Bonds or Mutual Funds |
N/A |
| ALPHABET INC CL A |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| ALPHABET INC CL C |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| BOEING |
aerospace |
Stocks, Bonds or Mutual Funds |
N/A |
| ISHARES RUSSELL 1000 ETF |
equities |
Stocks, Bonds or Mutual Funds |
N/A |
| NU HLDGS LTD ORD SHS CL A |
Stocks, Bonds or Mutual Funds |
digital banking services |
N/A |
| NVIDIA CORPORATION |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| ORACLE CORP |
technology |
Stocks, Bonds or Mutual Funds |
N/A |
| PAYCOM SOFTWARE INC |
technology software |
Stocks, Bonds or Mutual Funds |
N/A |
| Virtus Income & Growth C |
investment fund |
Stocks, Bonds or Mutual Funds |
N/A |