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 Stock 002824100   8,927,911 66,656 SH   SOLE   66,656 0 0
ABBVIE INC COM Stock 00287Y109   350,088 1,512 SH   SOLE   1,512 0 0
ADOBE INC COM Stock 00724F101   813,794 2,307 SH   SOLE   2,307 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107   12,811,179 79,184 SH   SOLE   79,184 0 0
ALERIAN MLP ETF ETF 00162Q452   211,185 4,500 SH   SOLE   4,500 0 0
ALPHABET INC CAP STK CL A Stock 02079K305   37,189,148 152,979 SH   SOLE   152,979 0 0
ALPHABET INC CAP STK CL C Stock 02079K107   22,484,830 92,321 SH   SOLE   92,321 0 0
AMAZON COM INC COM Stock 023135106   37,281,669 169,794 SH   SOLE   169,794 0 0
AMERICAN EXPRESS CO COM Stock 025816109   1,396,733 4,205 SH   SOLE   4,205 0 0
AMERIPRISE FINL INC COM Stock 03076C106   689,715 1,404 SH   SOLE   1,404 0 0
AMETEK INC COM Stock 031100100   386,152 2,054 SH   SOLE   2,054 0 0
AMGEN INC COM Stock 031162100   418,503 1,483 SH   SOLE   1,483 0 0
AMPHENOL CORP NEW CL A Stock 032095101   24,165,226 195,275 SH   SOLE   195,275 0 0
APPLE INC COM Stock 037833100   46,221,616 181,525 SH   SOLE   181,525 0 0
APPLIED MATLS INC COM Stock 038222105   202,499 989 SH   SOLE   989 0 0
ARISTA NETWORKS INC COM SHS Stock 040413205   301,183 2,067 SH   SOLE   2,067 0 0
ASML HOLDING N V N Y REGISTRY SHS ADR N07059210   19,845,845 20,500 SH   SOLE   20,500 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW Stock 642045108   167,889 14,766 SH   SOLE   14,766 0 0
ATLASSIAN CORPORATION CL A Stock 049468101   756,499 4,737 SH   SOLE   4,737 0 0
AUTOZONE INC COM Stock 053332102   257,414 60 SH   SOLE   60 0 0
AXON ENTERPRISE INC COM Stock 05464C101   724,099 1,009 SH   SOLE   1,009 0 0
BALL CORP COM Stock 058498106   2,125,158 42,149 SH   SOLE   42,149 0 0
BANK AMERICA CORP COM Stock 060505104   4,593,470 89,038 SH   SOLE   89,038 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   10,230,256 20,349 SH   SOLE   20,349 0 0
BLACKROCK INC COM Stock 09290D101   9,126,646 7,828 SH   SOLE   7,828 0 0
BLUE OWL CAPITAL INC COM CL A Stock 09581B103   8,242,987 486,886 SH   SOLE   486,886 0 0
BOOKING HOLDINGS INC COM Stock 09857L108   475,136 88 SH   SOLE   88 0 0
BRISTOL-MYERS SQUIBB CO COM Stock 110122108   254,590 5,645 SH   SOLE   5,645 0 0
BROADCOM INC COM Stock 11135F101   5,414,813 16,413 SH   SOLE   16,413 0 0
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103   9,427,530 39,583 SH   SOLE   39,583 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108   17,838,388 50,784 SH   SOLE   50,784 0 0
CATERPILLAR INC COM Stock 149123101   18,062,566 37,855 SH   SOLE   37,855 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208   210,307 895 SH   SOLE   895 0 0
CHEVRON CORP NEW COM Stock 166764100   3,883,120 25,006 SH   SOLE   25,006 0 0
CISCO SYS INC COM Stock 17275R102   1,058,252 15,467 SH   SOLE   15,467 0 0
CLOUDFLARE INC CL A COM Stock 18915M107   11,183,572 52,116 SH   SOLE   52,116 0 0
COCA COLA CO COM Stock 191216100   379,682 5,725 SH   SOLE   5,725 0 0
COHERENT CORP COM Stock 19247G107   323,160 3,000 SH   SOLE   3,000 0 0
COLUMBIA INDIA CONSUMER ETF ETF 19762B707   291,768 4,512 SH   SOLE   4,512 0 0
CONOCOPHILLIPS COM Stock 20825C104   2,140,295 22,627 SH   SOLE   22,627 0 0
CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308   272,884 3,482 SH   SOLE   3,482 0 0
CORVEL CORP COM Stock 221006109   1,966,313 25,398 SH   SOLE   25,398 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105   26,781,281 28,933 SH   SOLE   28,933 0 0
CROWN CASTLE INC COM REIT 22822V101   1,045,021 10,830 SH   SOLE   10,830 0 0
CSX CORP COM Stock 126408103   971,021 27,345 SH   SOLE   27,345 0 0
CVS HEALTH CORP COM Stock 126650100   231,447 3,070 SH   SOLE   3,070 0 0
D R HORTON INC COM Stock 23331A109   20,139,363 118,837 SH   SOLE   118,837 0 0
DANAHER CORPORATION COM Stock 235851102   455,205 2,296 SH   SOLE   2,296 0 0
DEERE & CO COM Stock 244199105   7,536,602 16,482 SH   SOLE   16,482 0 0
DEXCOM INC COM Stock 252131107   2,634,202 39,147 SH   SOLE   39,147 0 0
DIGITAL RLTY TR INC COM REIT 253868103   10,302,434 59,593 SH   SOLE   59,593 0 0
DISNEY WALT CO COM Stock 254687106   4,488,436 39,200 SH   SOLE   39,200 0 0
DOORDASH INC CL A Stock 25809K105   1,495,945 5,500 SH   SOLE   5,500 0 0
DRAFTKINGS INC NEW COM CL A Stock 26142V105   342,173 9,149 SH   SOLE   9,149 0 0
EATON CORP PLC SHS Stock G29183103   373,127 997 SH   SOLE   997 0 0
ELI LILLY & CO COM Stock 532457108   1,838,067 2,409 SH   SOLE   2,409 0 0
ENBRIDGE INC COM Stock 29250N105   281,567 5,580 SH   SOLE   5,580 0 0
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   2,249,552 25,180 SH   SOLE   25,180 0 0
ENERGY TRANSFER L P COM UT LTD PTN Stock 29273V100   177,606 10,350 SH   SOLE   10,350 0 0
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   237,308 7,589 SH   SOLE   7,589 0 0
EQUINIX INC COM REIT 29444U700   673,586 860 SH   SOLE   860 0 0
EXTREME NETWORKS COM Stock 30226D106   11,749,664 568,991 SH   SOLE   568,991 0 0
EXXON MOBIL CORP COM Stock 30231G102   2,370,118 21,021 SH   SOLE   21,021 0 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   1,227,383 22,784 SH   SOLE   22,784 0 0
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF 33733E302   1,540,799 5,506 SH   SOLE   5,506 0 0
FREEPORT-MCMORAN INC CL B Stock 35671D857   5,503,255 140,318 SH   SOLE   140,318 0 0
GE AEROSPACE COM NEW Stock 369604301   348,951 1,160 SH   SOLE   1,160 0 0
GE VERNOVA INC COM Stock 36828A101   323,437 526 SH   SOLE   526 0 0
GILEAD SCIENCES INC COM Stock 375558103   777,000 7,000 SH   SOLE   7,000 0 0
GLOBAL X DAX GERMANY ETF ETF 37954Y491   201,151 4,495 SH   SOLE   4,495 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104   467,457 587 SH   SOLE   587 0 0
GRAB HOLDINGS LIMITED CLASS A ORD Stock G4124C109   273,910 45,500 SH   SOLE   45,500 0 0
GUIDEWIRE SOFTWARE INC COM Stock 40171V100   6,254,950 27,212 SH   SOLE   27,212 0 0
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209   4,751,960 34,145 SH   SOLE   34,145 0 0
HOME DEPOT INC COM Stock 437076102   18,430,718 45,487 SH   SOLE   45,487 0 0
HONEYWELL INTL INC COM Stock 438516106   11,283,958 53,606 SH   SOLE   53,606 0 0
IDEXX LABS INC COM Stock 45168D104   14,807,554 23,177 SH   SOLE   23,177 0 0
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704   8,976,360 58,201 SH   SOLE   58,201 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104   432,151 2,565 SH   SOLE   2,565 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101   686,777 2,434 SH   SOLE   2,434 0 0
INTUIT COM Stock 461202103   22,593,423 33,084 SH   SOLE   33,084 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   16,272,911 36,386 SH   SOLE   36,386 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103   3,011,158 5,016 SH   SOLE   5,016 0 0
INVESCO RAFI US 1500 SMALL-MID ETF ETF 46137V597   307,667 6,774 SH   SOLE   6,774 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357   2,614,756 13,784 SH   SOLE   13,784 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142   311,371 4,318 SH   SOLE   4,318 0 0
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457   299,652 3,612 SH   SOLE   3,612 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556   931,197 6,450 SH   SOLE   6,450 0 0
ISHARES BITCOIN TRUST ETF ETF 46438F101   652,275 10,035 SH   SOLE   10,035 0 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 464288620   350,396 6,710 SH   SOLE   6,710 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842   675,343 7,735 SH   SOLE   7,735 0 0
ISHARES CORE S&P 500 ETF ETF 464287200   4,086,746 6,106 SH   SOLE   6,106 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507   2,457,692 37,660 SH   SOLE   37,660 0 0
ISHARES CORE S&P SMALL CAP ETF ETF 464287804   1,639,221 13,795 SH   SOLE   13,795 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   264,159 2,635 SH   SOLE   2,635 0 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 464287515   1,189,318 10,341 SH   SOLE   10,341 0 0
ISHARES GOLD TRUST ETF 464285204   255,932 3,517 SH   SOLE   3,517 0 0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF ETF 46434VBD1   6,463,200 256,578 SH   SOLE   256,578 0 0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF ETF 46435GAA0   10,567,114 434,861 SH   SOLE   434,861 0 0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9   10,813,775 444,280 SH   SOLE   444,280 0 0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ETF 46435U515   10,293,875 403,365 SH   SOLE   403,365 0 0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF ETF 46436E205   9,369,999 399,233 SH   SOLE   399,233 0 0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF ETF 46436E726   8,244,806 372,226 SH   SOLE   372,226 0 0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF ETF 46436E486   6,070,957 286,096 SH   SOLE   286,096 0 0
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF ETF 46436E312   5,916,299 230,925 SH   SOLE   230,925 0 0
ISHARES IBONDS DEC 2033 TERM CORPORATE ETF ETF 46436E130   3,102,222 118,270 SH   SOLE   118,270 0 0
ISHARES IBONDS DEC 2034 TERM CORPORATE ETF ETF 46438G653   469,181 17,725 SH   SOLE   17,725 0 0
ISHARES MSCI EAFE ETF ETF 464287465   1,544,536 16,542 SH   SOLE   16,542 0 0
ISHARES MSCI EMERGING MARKETS ETF ETF 464287234   1,288,574 24,131 SH   SOLE   24,131 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   331,107 4,128 SH   SOLE   4,128 0 0
ISHARES MSCI NETHERLANDS ETF ETF 464286814   231,460 3,990 SH   SOLE   3,990 0 0
ISHARES MSCI TAIWAN ETF ETF 46434G772   326,053 5,125 SH   SOLE   5,125 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614   1,555,121 3,320 SH   SOLE   3,320 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655   2,243,907 9,274 SH   SOLE   9,274 0 0
ISHARES RUSSELL 3000 ETF ETF 464287689   435,781 1,150 SH   SOLE   1,150 0 0
ISHARES RUSSELL MIDCAP ETF ETF 464287499   1,312,211 13,591 SH   SOLE   13,591 0 0
ISHARES S&P 100 ETF ETF 464287101   312,807 940 SH   SOLE   940 0 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606   275,684 2,875 SH   SOLE   2,875 0 0
ISHARES TIPS BOND ETF ETF 464287176   2,754,697 24,768 SH   SOLE   24,768 0 0
ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752   990,670 9,237 SH   SOLE   9,237 0 0
JOHNSON & JOHNSON COM Stock 478160104   1,365,804 7,366 SH   SOLE   7,366 0 0
JOHNSON CTLS INTL PLC SHS Stock G51502105   1,095,322 9,962 SH   SOLE   9,962 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100   30,493,524 96,673 SH   SOLE   96,673 0 0
KINDER MORGAN INC DEL COM Stock 49456B101   354,413 12,519 SH   SOLE   12,519 0 0
LAM RESEARCH CORP COM NEW Stock 512807306   692,263 5,170 SH   SOLE   5,170 0 0
LENNAR CORP CL A Stock 526057104   10,998,452 87,262 SH   SOLE   87,262 0 0
LOCKHEED MARTIN CORP COM Stock 539830109   620,550 1,243 SH   SOLE   1,243 0 0
LOWES COS INC COM Stock 548661107   1,536,509 6,114 SH   SOLE   6,114 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104   10,982,574 19,308 SH   SOLE   19,308 0 0
MEDTRONIC PLC SHS Stock G5960L103   975,258 10,240 SH   SOLE   10,240 0 0
MERCADOLIBRE INC COM Stock 58733R102   579,561 248 SH   SOLE   248 0 0
MERCK & CO INC COM Stock 58933Y105   418,391 4,985 SH   SOLE   4,985 0 0
META PLATFORMS INC CL A Stock 30303M102   38,084,947 51,860 SH   SOLE   51,860 0 0
MICRON TECHNOLOGY INC COM Stock 595112103   1,575,652 9,417 SH   SOLE   9,417 0 0
MICROSOFT CORP COM Stock 594918104   45,120,007 87,113 SH   SOLE   87,113 0 0
MILLROSE PPTYS INC COM CL A reit 601137102   797,464 23,727 SH   SOLE   23,727 0 0
MORGAN STANLEY COM NEW Stock 617446448   17,294,525 108,798 SH   SOLE   108,798 0 0
NETFLIX INC COM Stock 64110L106   20,068,722 16,739 SH   SOLE   16,739 0 0
NIKE INC CL B Stock 654106103   1,179,516 16,915 SH   SOLE   16,915 0 0
NORFOLK SOUTHN CORP COM Stock 655844108   390,533 1,300 SH   SOLE   1,300 0 0
NORTHROP GRUMMAN CORP COM Stock 666807102   1,208,936 1,984 SH   SOLE   1,984 0 0
NVIDIA CORPORATION COM Stock 67066G104   110,180,719 590,528 SH   SOLE   590,528 0 0
ORACLE CORP COM Stock 68389X105   1,098,523 3,906 SH   SOLE   3,906 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   319,417 1,751 SH   SOLE   1,751 0 0
PALO ALTO NETWORKS INC COM Stock 697435105   34,406,079 168,972 SH   SOLE   168,972 0 0
PARKER-HANNIFIN CORP COM Stock 701094104   223,654 295 SH   SOLE   295 0 0
PEPSICO INC COM Stock 713448108   1,167,056 8,310 SH   SOLE   8,310 0 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 726503105   237,134 13,900 SH   SOLE   13,900 0 0
PROCEPT BIOROBOTICS CORP COM Stock 74276L105   1,122,094 31,440 SH   SOLE   31,440 0 0
PROCTER AND GAMBLE CO COM Stock 742718109   892,860 5,811 SH   SOLE   5,811 0 0
QUALCOMM INC COM Stock 747525103   247,544 1,488 SH   SOLE   1,488 0 0
QUANTA SVCS INC COM Stock 74762E102   15,334,375 37,002 SH   SOLE   37,002 0 0
REDDIT INC CL A Stock 75734B100   1,848,430 8,037 SH   SOLE   8,037 0 0
ROYAL CARIBBEAN GROUP COM Stock V7780T103   614,802 1,900 SH   SOLE   1,900 0 0
RTX CORPORATION COM Stock 75513E101   1,239,581 7,408 SH   SOLE   7,408 0 0
SALESFORCE INC COM Stock 79466L302   13,962,918 58,915 SH   SOLE   58,915 0 0
SANA BIOTECHNOLOGY INC COM Stock 799566104   37,275 10,500 SH   SOLE   10,500 0 0
SCHWAB CHARLES CORP COM Stock 808513105   736,360 7,713 SH   SOLE   7,713 0 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706   1,060,666 31,785 SH   SOLE   31,785 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805   1,304,524 56,036 SH   SOLE   56,036 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102   207,108 8,056 SH   SOLE   8,056 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797   636,882 23,329 SH   SOLE   23,329 0 0
SERVICENOW INC COM Stock 81762P102   24,345,087 26,454 SH   SOLE   26,454 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107   24,486,172 164,768 SH   SOLE   164,768 0 0
SLB LIMITED COM STK Stock 806857108   2,248,262 65,414 SH   SOLE   65,414 0 0
SNOWFLAKE INC COM SHS Stock 833445109   13,161,745 58,354 SH   SOLE   58,354 0 0
SPDR GOLD SHARES ETF 78463V107   14,437,059 40,614 SH   SOLE   40,614 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   10,810,593 16,228 SH   SOLE   16,228 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   315,730 3,151 SH   SOLE   3,151 0 0
SPDR S&P HOMEBUILDERS ETF ETF 78464A888   911,884 8,230 SH   SOLE   8,230 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107   1,146,762 1,924 SH   SOLE   1,924 0 0
STARBUCKS CORP COM Stock 855244109   849,976 10,047 SH   SOLE   10,047 0 0
STRYKER CORPORATION COM Stock 863667101   14,244,474 38,533 SH   SOLE   38,533 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100   19,215,711 68,802 SH   SOLE   68,802 0 0
TARGA RES CORP COM Stock 87612G101   625,929 3,736 SH   SOLE   3,736 0 0
TARGET CORP COM Stock 87612E106   235,463 2,625 SH   SOLE   2,625 0 0
TE CONNECTIVITY PLC ORD SHS Stock G87052109   1,385,673 6,312 SH   SOLE   6,312 0 0
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803   5,060,708 17,955 SH   SOLE   17,955 0 0
TEREX CORP NEW COM Stock 880779103   205,200 4,000 SH   SOLE   4,000 0 0
TESLA INC COM Stock 88160R101   1,780,659 4,004 SH   SOLE   4,004 0 0
TEXAS INSTRS INC COM Stock 882508104   513,342 2,794 SH   SOLE   2,794 0 0
THE CIGNA GROUP COM Stock 125523100   267,496 928 SH   SOLE   928 0 0
THE TRADE DESK INC COM CL A Stock 88339J105   3,799,353 77,522 SH   SOLE   77,522 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   15,894,136 32,770 SH   SOLE   32,770 0 0
T-MOBILE US INC COM Stock 872590104   9,427,351 39,382 SH   SOLE   39,382 0 0
TOLL BROTHERS INC COM Stock 889478103   12,639,449 91,497 SH   SOLE   91,497 0 0
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   355,712 843 SH   SOLE   843 0 0
TRAVELERS COMPANIES INC COM Stock 89417E109   322,499 1,155 SH   SOLE   1,155 0 0
TRIP COM GROUP LTD ADS ADR 89677Q107   373,970 4,973 SH   SOLE   4,973 0 0
TWILIO INC CL A Stock 90138F102   320,588 3,203 SH   SOLE   3,203 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100   18,459,018 188,415 SH   SOLE   188,415 0 0
UNION PAC CORP COM Stock 907818108   8,025,294 33,952 SH   SOLE   33,952 0 0
VANECK MERK GOLD ETF ETF 921078101   2,844,849 76,495 SH   SOLE   76,495 0 0
VANECK OIL SERVICES ETF ETF 92189H607   355,817 1,369 SH   SOLE   1,369 0 0
VANECK SEMICONDUCTOR ETF ETF 92189F676   25,217,511 77,269 SH   SOLE   77,269 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   390,580 1,810 SH   SOLE   1,810 0 0
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 922042775   1,396,711 19,570 SH   SOLE   19,570 0 0
VANGUARD FTSE EUROPE ETF ETF 922042874   466,910 5,851 SH   SOLE   5,851 0 0
VANGUARD GROWTH ETF ETF 922908736   350,209 730 SH   SOLE   730 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702   421,637 565 SH   SOLE   565 0 0
VANGUARD MID-CAP ETF ETF 922908629   560,456 1,908 SH   SOLE   1,908 0 0
VANGUARD REAL ESTATE ETF ETF 922908553   436,988 4,780 SH   SOLE   4,780 0 0
VANGUARD S&P 500 ETF ETF 922908363   6,632,339 10,830 SH   SOLE   10,830 0 0
VANGUARD SMALL-CAP ETF ETF 922908751   612,306 2,408 SH   SOLE   2,408 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769   545,747 1,663 SH   SOLE   1,663 0 0
VEEVA SYS INC CL A COM Stock 922475108   16,127,656 54,136 SH   SOLE   54,136 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108   15,999,619 106,056 SH   SOLE   106,056 0 0
VISA INC COM CL A Stock 92826C839   18,109,319 53,047 SH   SOLE   53,047 0 0
WALMART INC COM Stock 931142103   12,409,431 120,410 SH   SOLE   120,410 0 0
WORKDAY INC CL A Stock 98138H101   19,634,180 81,561 SH   SOLE   81,561 0 0
ZOETIS INC CL A Stock 98978V103   6,619,136 45,237 SH   SOLE   45,237 0 0