The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,466,391 13,322 SH   SOLE 0 0 0 13,322
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   761,826 2,171 SH   SOLE 0 0 0 2,171
ADOBE INC COM 00724F101   1,190,814 1,996 SH   SOLE 0 0 0 1,996
ALLSTATE CORP COM 020002101   200,871 1,435 SH   SOLE 0 0 0 1,435
ALPHABET INC CAP STK CL A 02079K305   1,119,895 8,017 SH   SOLE 0 0 0 8,017
ALPHABET INC CAP STK CL C 02079K107   2,438,653 17,304 SH   SOLE 0 0 0 17,304
AMAZON COM INC COM 023135106   3,199,704 21,059 SH   SOLE 0 0 0 21,059
AMERICAN TOWER CORP NEW COM 03027X100   957,524 4,435 SH   SOLE 0 0 0 4,435
APPLE INC COM 037833100   5,693,456 29,572 SH   SOLE 0 0 0 29,572
AUTODESK INC COM 052769106   990,477 4,068 SH   SOLE 0 0 0 4,068
AUTOMATIC DATA PROCESSING IN COM 053015103   1,915,712 8,223 SH   SOLE 0 0 0 8,223
AVIDXCHANGE HOLDINGS INC COM 05368X102   682,887 55,116 SH   SOLE 0 0 0 55,116
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   292,105 819 SH   SOLE 0 0 0 819
BLACKROCK INC COM 09247X101   1,531,055 1,886 SH   SOLE 0 0 0 1,886
BLACKSTONE INC COM 09260D107   1,762,886 13,465 SH   SOLE 0 0 0 13,465
BOOKING HOLDINGS INC COM 09857L108   1,340,849 378 SH   SOLE 0 0 0 378
BRIGHT HORIZONS FAM SOL IN D COM 109194100   714,999 7,587 SH   SOLE 0 0 0 7,587
CANADIAN PACIFIC KANSAS CITY COM 13646K108   753,442 9,530 SH   SOLE 0 0 0 9,530
CHEVRON CORP NEW COM 166764100   201,217 1,349 SH   SOLE 0 0 0 1,349
CME GROUP INC COM 12572Q105   1,400,576 6,650 SH   SOLE 0 0 0 6,650
COCA COLA CO COM 191216100   1,522,928 25,843 SH   SOLE 0 0 0 25,843
CONOCOPHILLIPS COM 20825C104   1,651,676 14,230 SH   SOLE 0 0 0 14,230
COSTAR GROUP INC COM 22160N109   821,291 9,398 SH   SOLE 0 0 0 9,398
COSTCO WHSL CORP NEW COM 22160K105   272,613 413 SH   SOLE 0 0 0 413
CROWN CASTLE INC COM 22822V101   960,693 8,340 SH   SOLE 0 0 0 8,340
CVS HEALTH CORP COM 126650100   1,361,703 17,245 SH   SOLE 0 0 0 17,245
DANAHER CORPORATION COM 235851102   840,227 3,632 SH   SOLE 0 0 0 3,632
DIAGEO PLC SPON ADR NEW 25243Q205   1,029,525 7,068 SH   SOLE 0 0 0 7,068
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   384,251 6,445 SH   SOLE 0 0 0 6,445
DOUGLAS ELLIMAN INC COM 25961D105   103,280 35,010 SH   SOLE 0 0 0 35,010
ELEVANCE HEALTH INC COM 036752103   209,373 444 SH   SOLE 0 0 0 444
EQUIFAX INC COM 294429105   1,025,082 4,145 SH   SOLE 0 0 0 4,145
EQUINIX INC COM 29444U700   1,472,983 1,829 SH   SOLE 0 0 0 1,829
ETSY INC COM 29786A106   505,104 6,232 SH   SOLE 0 0 0 6,232
EXXON MOBIL CORP COM 30231G102   1,647,270 16,476 SH   SOLE 0 0 0 16,476
FAIR ISAAC CORP COM 303250104   2,081,250 1,788 SH   SOLE 0 0 0 1,788
FIRSTSERVICE CORP NEW COM 33767E202   997,178 6,152 SH   SOLE 0 0 0 6,152
GENERAL DYNAMICS CORP COM 369550108   1,698,015 6,539 SH   SOLE 0 0 0 6,539
GLOBAL X FDS FINTECH ETF 37954Y814   214,788 8,400 SH   SOLE 0 0 0 8,400
HOME DEPOT INC COM 437076102   1,813,626 5,233 SH   SOLE 0 0 0 5,233
INTERCONTINENTAL EXCHANGE IN COM 45866F104   949,872 7,396 SH   SOLE 0 0 0 7,396
INTUIT COM 461202103   1,167,931 1,869 SH   SOLE 0 0 0 1,869
IQVIA HLDGS INC COM 46266C105   256,832 1,110 SH   SOLE 0 0 0 1,110
ISHARES GOLD TR ISHARES NEW 464285204   4,489,035 115,015 SH   SOLE 0 0 0 115,015
ISHARES INC CORE MSCI EMKT 46434G103   415,363 8,212 SH   SOLE 0 0 0 8,212
ISHARES TR EAFE SML CP ETF 464288273   547,481 8,845 SH   SOLE 0 0 0 8,845
ISHARES TR IBONDS DEC 2032 46436E296   2,197,461 95,087 SH   SOLE 0 0 0 95,087
ISHARES TR NATIONAL MUN ETF 464288414   285,227 2,631 SH   SOLE 0 0 0 2,631
ISHARES TR IBONDS 29 TRM TS 46436E825   2,158,311 99,096 SH   SOLE 0 0 0 99,096
ISHARES TR IBONDS 26 TRM TS 46436E858   2,106,500 92,168 SH   SOLE 0 0 0 92,168
ISHARES TR IBONDS 25 TRM TS 46436E866   2,164,900 92,994 SH   SOLE 0 0 0 92,994
ISHARES TR IBONDS 24 TRM TS 46436E874   2,417,662 101,327 SH   SOLE 0 0 0 101,327
ISHARES TR IBONDS 27 TRM TS 46436E841   2,126,350 94,970 SH   SOLE 0 0 0 94,970
ISHARES TR IBONDS 28 TRM TS 46436E833   2,142,193 96,430 SH   SOLE 0 0 0 96,430
ISHARES TR IBONDS DEC 2031 46436E460   2,190,695 106,681 SH   SOLE 0 0 0 106,681
ISHARES TR IBOND DEC 2030 46436E593   2,174,367 110,262 SH   SOLE 0 0 0 110,262
ISHARES TR IBONDS DEC 2033 46436E148   2,204,525 88,749 SH   SOLE 0 0 0 88,749
ISHARES TR 20 YR TR BD ETF 464287432   1,138,801 11,517 SH   SOLE 0 0 0 11,517
ISHARES TR MSCI EMG MKT ETF 464287234   367,284 9,134 SH   SOLE 0 0 0 9,134
ISHARES TR CORE S&P MCP ETF 464287507   11,643,349 42,011 SH   SOLE 0 0 0 42,011
ISHARES TR CORE S&P SCP ETF 464287804   5,201,000 48,046 SH   SOLE 0 0 0 48,046
ISHARES TR SP SMCP600VL ETF 464287879   5,231,692 50,759 SH   SOLE 0 0 0 50,759
ISHARES TR S&P SML 600 GWT 464287887   4,215,959 33,690 SH   SOLE 0 0 0 33,690
ISHARES TR CORE S&P500 ETF 464287200   727,908 1,524 SH   SOLE 0 0 0 1,524
ISHARES TR S&P 500 GRWT ETF 464287309   272,162 3,624 SH   SOLE 0 0 0 3,624
ISHARES TR RUS 1000 ETF 464287622   240,230 916 SH   SOLE 0 0 0 916
ISHARES TR RUS 1000 GRW ETF 464287614   10,151,813 33,486 SH   SOLE 0 0 0 33,486
JABIL INC COM 466313103   318,755 2,502 SH   SOLE 0 0 0 2,502
JOHNSON & JOHNSON COM 478160104   1,827,072 11,657 SH   SOLE 0 0 0 11,657
MARATHON PETE CORP COM 56585A102   2,646,297 17,837 SH   SOLE 0 0 0 17,837
MARTIN MARIETTA MATLS INC COM 573284106   1,215,083 2,435 SH   SOLE 0 0 0 2,435
MASTERCARD INCORPORATED CL A 57636Q104   1,100,413 2,580 SH   SOLE 0 0 0 2,580
MCDONALDS CORP COM 580135101   1,819,470 6,136 SH   SOLE 0 0 0 6,136
META PLATFORMS INC CL A 30303M102   1,928,728 5,449 SH   SOLE 0 0 0 5,449
MICROSOFT CORP COM 594918104   4,956,059 13,180 SH   SOLE 0 0 0 13,180
MONSTER BEVERAGE CORP NEW COM 61174X109   1,022,693 17,752 SH   SOLE 0 0 0 17,752
MOODYS CORP COM 615369105   1,029,916 2,637 SH   SOLE 0 0 0 2,637
MORNINGSTAR INC COM 617700109   948,027 3,312 SH   SOLE 0 0 0 3,312
NORTHROP GRUMMAN CORP COM 666807102   247,178 528 SH   SOLE 0 0 0 528
NOVO-NORDISK A S ADR 670100205   636,218 6,150 SH   SOLE 0 0 0 6,150
PAYPAL HLDGS INC COM 70450Y103   511,484 8,329 SH   SOLE 0 0 0 8,329
PEPSICO INC COM 713448108   382,819 2,254 SH   SOLE 0 0 0 2,254
PHILIP MORRIS INTL INC COM 718172109   1,230,849 13,083 SH   SOLE 0 0 0 13,083
PROGRESSIVE CORP COM 743315103   2,024,130 12,708 SH   SOLE 0 0 0 12,708
REPUBLIC SVCS INC COM 760759100   1,949,073 11,819 SH   SOLE 0 0 0 11,819
ROLLINS INC COM 775711104   731,866 16,759 SH   SOLE 0 0 0 16,759
S&P GLOBAL INC COM 78409V104   1,034,274 2,348 SH   SOLE 0 0 0 2,348
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,425,052 22,502 SH   SOLE 0 0 0 22,502
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   872,043 9,542 SH   SOLE 0 0 0 9,542
SPOTIFY TECHNOLOGY S A SHS L8681T102   889,190 4,732 SH   SOLE 0 0 0 4,732
STARBUCKS CORP COM 855244109   1,433,969 14,936 SH   SOLE 0 0 0 14,936
SYSCO CORP COM 871829107   1,593,356 21,788 SH   SOLE 0 0 0 21,788
TELEFLEX INCORPORATED COM 879369106   817,337 3,278 SH   SOLE 0 0 0 3,278
THERMO FISHER SCIENTIFIC INC COM 883556102   339,706 640 SH   SOLE 0 0 0 640
TJX COS INC NEW COM 872540109   1,171,319 12,486 SH   SOLE 0 0 0 12,486
TRANSDIGM GROUP INC COM 893641100   1,451,646 1,435 SH   SOLE 0 0 0 1,435
TRANSOCEAN LTD REG SHS H8817H100   3,770 26,000 SH Call SOLE 0 0 0 26,000
UBER TECHNOLOGIES INC COM 90353T100   1,424,114 23,130 SH   SOLE 0 0 0 23,130
UNION PAC CORP COM 907818108   1,644,672 6,696 SH   SOLE 0 0 0 6,696
UNITEDHEALTH GROUP INC COM 91324P102   2,335,852 4,437 SH   SOLE 0 0 0 4,437
VAIL RESORTS INC COM 91879Q109   1,044,936 4,895 SH   SOLE 0 0 0 4,895
VANGUARD INDEX FDS SML CP GRW ETF 922908595   915,103 3,785 SH   SOLE 0 0 0 3,785
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   648,655 1,485 SH   SOLE 0 0 0 1,485
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,407,124 5,932 SH   SOLE 0 0 0 5,932
VANGUARD INDEX FDS VALUE ETF 922908744   280,014 1,873 SH   SOLE 0 0 0 1,873
VANGUARD INDEX FDS GROWTH ETF 922908736   2,050,705 6,596 SH   SOLE 0 0 0 6,596
VANGUARD INDEX FDS MID CAP ETF 922908629   300,804 1,293 SH   SOLE 0 0 0 1,293
VANGUARD INDEX FDS SM CP VAL ETF 922908611   729,531 4,054 SH   SOLE 0 0 0 4,054
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,160,888 13,138 SH   SOLE 0 0 0 13,138
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   486,049 11,826 SH   SOLE 0 0 0 11,826
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   338,474 7,301 SH   SOLE 0 0 0 7,301
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   515,712 6,610 SH   SOLE 0 0 0 6,610
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   560,182 6,892 SH   SOLE 0 0 0 6,892
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   9,488,724 55,685 SH   SOLE 0 0 0 55,685
VANGUARD STAR FDS VG TL INTL STK F 921909768   412,327 7,114 SH   SOLE 0 0 0 7,114
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   7,299,986 65,394 SH   SOLE 0 0 0 65,394
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   398,922 5,028 SH   SOLE 0 0 0 5,028
VANGUARD WORLD FD MEGA GRWTH IND 921910816   2,335,590 9,000 SH   SOLE 0 0 0 9,000
VANGUARD WORLD FDS INF TECH ETF 92204A702   606,936 1,254 SH   SOLE 0 0 0 1,254
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108   521,085 1,711 SH   SOLE 0 0 0 1,711
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   797,727 3,182 SH   SOLE 0 0 0 3,182
VERISK ANALYTICS INC COM 92345Y106   1,016,316 4,255 SH   SOLE 0 0 0 4,255
VISA INC COM CL A 92826C839   1,017,742 3,909 SH   SOLE 0 0 0 3,909
WALMART INC COM 931142103   1,569,893 9,958 SH   SOLE 0 0 0 9,958
WARNER MUSIC GROUP CORP COM CL A 934550203   1,494,054 41,745 SH   SOLE 0 0 0 41,745
WASTE MGMT INC DEL COM 94106L109   1,755,538 9,802 SH   SOLE 0 0 0 9,802
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,466,496 6,080 SH   SOLE 0 0 0 6,080
WORLD GOLD TR SPDR GLD MINIS 98149E303   4,417,544 107,982 SH   SOLE 0 0 0 107,982
ZILLOW GROUP INC CL C CAP STK 98954M200   866,569 14,977 SH   SOLE 0 0 0 14,977
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   874,559 47,299 SH   SOLE 0 0 0 47,299