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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   5,074,651 16,978 SH   SOLE   16,978 0 0
ADOBE INC COM 00724F101   2,934,098 7,584 SH   SOLE   7,584 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,021,730 28,342 SH   SOLE   28,342 0 0
ALPHABET INC CAP STK CL A 02079K305   20,925,532 118,740 SH   SOLE   118,740 0 0
ALPHABET INC CAP STK CL C 02079K107   3,970,482 22,383 SH   SOLE   22,383 0 0
AMAZON COM INC COM 023135106   31,724,124 144,602 SH   SOLE   144,602 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,431,034 29,050 SH   SOLE   29,050 0 0
AMGEN INC COM 031162100   3,412,131 12,221 SH   SOLE   12,221 0 0
ANALOG DEVICES INC COM 032654105   9,112,203 38,283 SH   SOLE   38,283 0 0
APPLE INC COM 037833100   22,191,407 108,161 SH   SOLE   108,161 0 0
APPLIED MATLS INC COM 038222105   233,964 1,278 SH   SOLE   1,278 0 0
APTIV PLC COM SHS G3265R107   2,431,220 35,638 SH   SOLE   35,638 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   3,945,810 24,396 SH   SOLE   24,396 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,542,385 4,420 SH   SOLE   4,420 0 0
ATLASSIAN CORPORATION CL A 049468101   6,970,049 34,320 SH   SOLE   34,320 0 0
AUTODESK INC COM 052769106   9,146,246 29,545 SH   SOLE   29,545 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778   590,607 17,381 SH   SOLE   17,381 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102   4,377,352 18,083 SH   SOLE   18,083 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,823,411 11,988 SH   SOLE   11,988 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,827,963 45,346 SH   SOLE   45,346 0 0
BLACKROCK INC COM 09290D101   127,004 121 SH   SOLE   121 0 0
BROADCOM INC COM 11135F101   55,242,175 200,407 SH   SOLE   200,407 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,234,959 10,498 SH   SOLE   10,498 0 0
CATERPILLAR INC COM 149123101   4,201,255 10,822 SH   SOLE   10,822 0 0
CHEVRON CORP NEW COM 166764100   286,380 2,000 SH   SOLE   2,000 0 0
CHUBB LIMITED COM H1467J104   6,216,871 21,442 SH   SOLE   21,442 0 0
CLOROX CO DEL COM 189054109   4,469,320 37,223 SH   SOLE   37,223 0 0
CLOUDFLARE INC CL A COM 18915M107   10,568,162 53,966 SH   SOLE   53,966 0 0
COSTCO WHSL CORP NEW COM 22160K105   17,123,182 17,297 SH   SOLE   17,297 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   3,667,262 75,396 SH   SOLE   75,396 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   12,536,666 24,615 SH   SOLE   24,615 0 0
DANAHER CORPORATION COM 235851102   2,400,427 12,143 SH   SOLE   12,143 0 0
DATADOG INC CL A COM 23804L103   8,536,403 63,548 SH   SOLE   63,548 0 0
DEERE & CO COM 244199105   7,499,053 14,739 SH   SOLE   14,739 0 0
DYNATRACE INC COM NEW 268150109   4,568,076 82,740 SH   SOLE   82,740 0 0
ELASTIC N V ORD SHS N14506104   4,332,286 51,373 SH   SOLE   51,373 0 0
ELI LILLY & CO COM 532457108   2,711,206 3,478 SH   SOLE   3,478 0 0
EQUINIX INC COM 29444U700   3,924,993 4,934 SH   SOLE   4,934 0 0
EXACT SCIENCES CORP COM 30063P105   4,264,751 80,255 SH   SOLE   80,255 0 0
EXXON MOBIL CORP COM 30231G102   951,874 8,830 SH   SOLE   8,830 0 0
FIRST SOLAR INC COM 336433107   8,107,736 48,978 SH   SOLE   48,978 0 0
FORTINET INC COM 34959E109   7,388,454 69,887 SH   SOLE   69,887 0 0
GE VERNOVA INC COM 36828A101   513,276 970 SH   SOLE   970 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   3,613,937 39,150 SH   SOLE   39,150 0 0
GRAIL INC COM 384747101   7,344,833 142,840 SH   SOLE   142,840 0 0
HONEYWELL INTL INC COM 438516106   3,160,640 13,572 SH   SOLE   13,572 0 0
HUBSPOT INC COM 443573100   6,832,355 12,275 SH   SOLE   12,275 0 0
ILLINOIS TOOL WKS INC COM 452308109   3,361,698 13,555 SH   SOLE   13,555 0 0
ILLUMINA INC COM 452327109   5,266,442 55,198 SH   SOLE   55,198 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   26,631,981 49,009 SH   SOLE   49,009 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   12,205,441 121,218 SH   SOLE   121,218 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   3,409,375 33,130 SH   SOLE   33,130 0 0
ISHARES TR CALIF MUN BD ETF 464288356   14,823,301 265,937 SH   SOLE   265,937 0 0
ISHARES TR CORE S&P MCP ETF 464287507   706,718 11,395 SH   SOLE   11,395 0 0
ISHARES TR CORE S&P500 ETF 464287200   843,759 1,359 SH   SOLE   1,359 0 0
ISHARES TR CORE US AGGBD ET 464287226   9,363,065 94,386 SH   SOLE   94,386 0 0
ISHARES TR GBL COMM SVC ETF 464287275   2,327,531 20,722 SH   SOLE   20,722 0 0
ISHARES TR GLB CNS DISC ETF 464288745   2,298,938 12,215 SH   SOLE   12,215 0 0
ISHARES TR GLB CNSM STP ETF 464288737   311,732 4,768 SH   SOLE   4,768 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325   680,886 7,909 SH   SOLE   7,909 0 0
ISHARES TR GLOB INDSTRL ETF 464288729   2,190,197 13,243 SH   SOLE   13,243 0 0
ISHARES TR GLOBAL TECH ETF 464287291   3,636,769 39,385 SH   SOLE   39,385 0 0
ISHARES TR NATIONAL MUN ETF 464288414   17,340,703 165,972 SH   SOLE   165,972 0 0
ISHARES TR S&P MC 400GR ETF 464287606   1,579,777 17,364 SH   SOLE   17,364 0 0
ISHARES TR S&P SML 600 GWT 464287887   224,971 1,691 SH   SOLE   1,691 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   13,386,336 125,882 SH   SOLE   125,882 0 0
ISHARES TR TIPS BD ETF 464287176   5,703,392 51,830 SH   SOLE   51,830 0 0
ISHARES TR TRS FLT RT BD 46434V860   1,684,670 33,261 SH   SOLE   33,261 0 0
ISHARES TR ULTRA SHORT DUR 46434V878   3,372,266 66,501 SH   SOLE   66,501 0 0
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308   220,130 3,902 SH   SOLE   3,902 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   1,750,133 34,533 SH   SOLE   34,533 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   1,792,843 35,209 SH   SOLE   35,209 0 0
LOWES COS INC COM 548661107   2,905,525 13,096 SH   SOLE   13,096 0 0
MERCADOLIBRE INC COM 58733R102   38,963,053 14,908 SH   SOLE   14,908 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   5,249,237 4,469 SH   SOLE   4,469 0 0
MICRON TECHNOLOGY INC COM 595112103   5,454,047 44,252 SH   SOLE   44,252 0 0
MICROSOFT CORP COM 594918104   8,690,656 17,472 SH   SOLE   17,472 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,217,479 234,565 SH   SOLE   234,565 0 0
MONGODB INC CL A 60937P106   3,785,700 18,028 SH   SOLE   18,028 0 0
MOODYS CORP COM 615369105   3,639,480 7,256 SH   SOLE   7,256 0 0
NETFLIX INC COM 64110L106   46,465,133 34,698 SH   SOLE   34,698 0 0
NVIDIA CORPORATION COM 67066G104   46,352,403 293,384 SH   SOLE   293,384 0 0
ON SEMICONDUCTOR CORP COM 682189105   6,307,701 120,353 SH   SOLE   120,353 0 0
REGENERON PHARMACEUTICALS COM 75886F107   6,514,888 12,409 SH   SOLE   12,409 0 0
REPLIGEN CORP COM 759916109   4,423,575 35,565 SH   SOLE   35,565 0 0
ROSS STORES INC COM 778296103   8,037,538 63,000 SH   SOLE   63,000 0 0
SAMSARA INC COM CL A 79589L106   5,004,881 125,814 SH   SOLE   125,814 0 0
SCHRODINGER INC COM 80810D103   2,085,378 103,647 SH   SOLE   103,647 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   626,911 25,651 SH   SOLE   25,651 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   761,775 14,546 SH   SOLE   14,546 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   475,674 3,529 SH   SOLE   3,529 0 0
SERVICENOW INC COM 81762P102   11,755,581 11,435 SH   SOLE   11,435 0 0
SHERWIN WILLIAMS CO COM 824348106   4,191,423 12,207 SH   SOLE   12,207 0 0
SNOWFLAKE INC CL A 833445109   7,240,750 32,358 SH   SOLE   32,358 0 0
SOFI TECHNOLOGIES INC COM 83406F102   1,685,409 92,554 SH   SOLE   92,554 0 0
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101   1,688,423 57,645 SH   SOLE   57,645 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   18,813,643 24,518 SH   SOLE   24,518 0 0
SYNOPSYS INC COM 871607107   8,316,695 16,222 SH   SOLE   16,222 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,157,673 9,509 SH   SOLE   9,509 0 0
TESLA INC COM 88160R101   28,135,147 88,570 SH   SOLE   88,570 0 0
TEXAS INSTRS INC COM 882508104   3,562,215 17,157 SH   SOLE   17,157 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,018,975 7,442 SH   SOLE   7,442 0 0
TJX COS INC NEW COM 872540109   4,730,579 38,307 SH   SOLE   38,307 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,114,421 15,379 SH   SOLE   15,379 0 0
UNION PAC CORP COM 907818108   2,817,987 12,248 SH   SOLE   12,248 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   4,565,407 58,010 SH   SOLE   58,010 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   943,404 3,304 SH   SOLE   3,304 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   531,639 1,896 SH   SOLE   1,896 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,423,854 15,988 SH   SOLE   15,988 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   1,029,377 15,314 SH   SOLE   15,314 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   740,886 16,054 SH   SOLE   16,054 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   142,672 2,838 SH   SOLE   2,838 0 0
VEEVA SYS INC CL A COM 922475108   7,044,999 24,464 SH   SOLE   24,464 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   5,259,593 11,814 SH   SOLE   11,814 0 0
VISA INC COM CL A 92826C839   234,333 660 SH   SOLE   660 0 0
WALMART INC COM 931142103   6,130,033 62,692 SH   SOLE   62,692 0 0
WORKDAY INC CL A 98138H101   5,652,000 23,550 SH   SOLE   23,550 0 0