ABBVIE INC COM 00287Y109 319834 1271 SH SOLE 0 0 1271 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 888030 41400 SH SOLE 0 0 41400 ADVANCED MICRO DEVICES INC COM 007903107 238173 410 SH SOLE 0 0 410 ALPHABET INC CAP STK CL C 02079K107 514802 1457 SH SOLE 0 0 1457 ALPHABET INC CAP STK CL A 02079K305 11760356 32908 SH SOLE 0 0 32908 AMAZON COM INC COM 023135106 13056504 54781 SH SOLE 0 0 54781 AMPHENOL CORP CL A 032095101 2150399 12196 SH SOLE 0 0 12196 APPLE INC COM 037833100 15970037 55191 SH SOLE 0 0 55191 APPLIED MATLS INC COM 038222105 211839 293 SH SOLE 0 0 293 APPLOVIN CORP COM CL A 03831W108 5568091 10807 SH SOLE 0 0 10807 ARISTA NETWORKS INC COM SHS 040413205 667798 3931 SH SOLE 0 0 3931 AXON ENTERPRISE INC COM 05464C101 1377419 2457 SH SOLE 0 0 2457 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 622924 1245 SH SOLE 0 0 1245 BOEING CO COM 097023105 445977 2060 SH SOLE 0 0 2060 BROADCOM INC COM 11135F101 5441111 14404 SH SOLE 0 0 14404 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 273900 2000 SH SOLE 0 0 2000 CELESTICA INC COM 15101Q207 377203 1034 SH SOLE 0 0 1034 COMFORT SYS USA INC COM 199908104 539090 272 SH SOLE 0 0 272 COSTCO WHOLESALE CORPORATION COM 22160K105 8507352 9094 SH SOLE 0 0 9094 CROWDSTRIKE HLDGS INC CL A 22788C105 205285 269 SH SOLE 0 0 269 CUMMINS INC COM 231021106 4823439 6763 SH SOLE 0 0 6763 DATADOG INC CL A COM 23804L103 359818 1382 SH SOLE 0 0 1382 DELL TECHNOLOGIES INC CL C 24703L202 238597 553 SH SOLE 0 0 553 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 421927 7670 SH SOLE 0 0 7670 DIREXION SHARES ETF TRUST DA TE BU 3X ETF 25459W102 299988 1300 SH SOLE 0 0 1300 DONALDSON INC COM 257651109 312579 3482 SH SOLE 0 0 3482 EATON CORP PLC SHS G29183103 422711 992 SH SOLE 0 0 992 ECOLAB INC COM 278865100 5109150 18338 SH SOLE 0 0 18338 ELI LILLY & CO COM 532457108 790424 659 SH SOLE 0 0 659 FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868 2323293 92304 SH SOLE 0 0 92304 GALLAGHER ARTHUR J & CO COM 363576109 358129 1560 SH SOLE 0 0 1560 GOLDMAN SACHS GROUP INC COM 38141G104 8354928 8261 SH SOLE 0 0 8261 HOME DEPOT INC COM 437076102 253630 719 SH SOLE 0 0 719 HOWMET AEROSPACE INC COM 443201108 316448 1177 SH SOLE 0 0 1177 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 481070 5527 SH SOLE 0 0 5527 INTERNATIONAL BUSINESS MACHS COM 459200101 225812 803 SH SOLE 0 0 803 INTUITIVE SURGICAL INC COM NEW 46120E602 1320695 3321 SH SOLE 0 0 3321 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 2244777 95441 SH SOLE 0 0 95441 INVESCO QQQ TR UNIT SER 1 46090E103 1388875 1886 SH SOLE 0 0 1886 ISHARES INC CORE MSCI EMKT 46434G103 2981743 35994 SH SOLE 0 0 35994 ISHARES TR BROAD USD HIGH 46435U853 2644739 71441 SH SOLE 0 0 71441 ISHARES TR NATIONAL MUN ETF 464288414 4365315 40562 SH SOLE 0 0 40562 ISHARES TR CORE S&P500 ETF 464287200 4252946 5679 SH SOLE 0 0 5679 ISHARES TR U.S. TECH ETF 464287721 3783954 15002 SH SOLE 0 0 15002 ISHARES TR US AER DEF ETF 464288760 339630 1401 SH SOLE 0 0 1401 ISHARES TR IBOXX HI YD ETF 464288513 1228744 15365 SH SOLE 0 0 15365 JPMORGAN CHASE & CO COM 46625H100 5560355 16987 SH SOLE 0 0 16987 LAM RESEARCH CORP COM NEW 512807306 3127343 7217 SH SOLE 0 0 7217 MARRIOTT INTL INC NEW CL A 571903202 4626446 12484 SH SOLE 0 0 12484 MCDONALDS CORP COM 580135101 256795 950 SH SOLE 0 0 950 MERCK & CO INC COM 58933Y105 273834 2131 SH SOLE 0 0 2131 META PLATFORMS INC CL A 30303M102 2315685 4111 SH SOLE 0 0 4111 MICRON TECHNOLOGY INC COM 595112103 575991 499 SH SOLE 0 0 499 MICROSOFT CORP COM 594918104 19334994 51834 SH SOLE 0 0 51834 MORGAN STANLEY COM NEW 617446448 267780 1281 SH SOLE 0 0 1281 NATERA INC COM 632307104 5307662 19553 SH SOLE 0 0 19553 NETFLIX INC. COM 64110L106 892500 12500 SH SOLE 0 0 12500 NVIDIA CORPORATION COM 67066G104 7926442 39614 SH SOLE 0 0 39614 NXP SEMICONDUCTORS N V COM N6596X109 352412 1254 SH SOLE 0 0 1254 ORACLE CORP COM 68389X105 897765 6126 SH SOLE 0 0 6126 PACCAR INC COM 693718108 600120 4996 SH SOLE 0 0 4996 PALANTIR TECHNOLOGIES INC CL A 69608A108 609367 5223 SH SOLE 0 0 5223 PNC FINL SVCS GROUP INC COM 693475105 663809 2696 SH SOLE 0 0 2696 REGAL REXNORD CORPORATION COM 758750103 534260 2243 SH SOLE 0 0 2243 ROYAL CARIBBEAN GROUP COM V7780T103 416917 1313 SH SOLE 0 0 1313 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1096570 41380 SH SOLE 0 0 41380 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 340610 10741 SH SOLE 0 0 10741 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14748502 532437 SH SOLE 0 0 532437 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13925998 411525 SH SOLE 0 0 411525 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6318063 181501 SH SOLE 0 0 181501 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 335186 2858 SH SOLE 0 0 2858 SERVICENOW INC COM 81762P102 265971 2679 SH SOLE 0 0 2679 SHOPIFY INC CL A SUB VTG SHS 82509L107 280883 2460 SH SOLE 0 0 2460 SPDR SERIES TRUST ST STR PR SP1500 78464A805 1486576 16374 SH SOLE 0 0 16374 SSGA ACTIVE ETF TR ST STR TOTAL ETF 78467V848 2562037 64911 SH SOLE 0 0 64911 STARBUCKS CORP COM 855244109 994096 9728 SH SOLE 0 0 9728 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 448733 859 SH SOLE 0 0 859 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3816741 5111 SH SOLE 0 0 5111 STRYKER CORPORATION COM 863667101 247917 787 SH SOLE 0 0 787 TERADYNE INC COM 880770102 3734793 7719 SH SOLE 0 0 7719 TESLA INC COM 88160R101 232592 553 SH SOLE 0 0 553 UNITED RENTALS INC COM 911363109 286621 253 SH SOLE 0 0 253 UNITEDHEALTH GROUP INC COM 91324P102 5158437 12411 SH SOLE 0 0 12411 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 3946490 6017 SH SOLE 0 0 6017 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6172416 80475 SH SOLE 0 0 80475 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4201254 57230 SH SOLE 0 0 57230 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5719072 82969 SH SOLE 0 0 82969 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 5265529 105776 SH SOLE 0 0 105776 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3211450 41220 SH SOLE 0 0 41220 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 292392 426 SH SOLE 0 0 426 VANGUARD INDEX FDS LARGE CAP ETF 922908637 15016994 43665 SH SOLE 0 0 43665 VANGUARD INDEX FDS SMALL CP ETF 922908751 12081178 39856 SH SOLE 0 0 39856 VANGUARD INDEX FDS GROWTH ETF 922908736 22087810 256418 SH SOLE 0 0 256418 VANGUARD INDEX FDS SML CP GRW ETF 922908595 6808452 18618 SH SOLE 0 0 18618 VANGUARD INDEX FDS VALUE ETF 922908744 14388330 66023 SH SOLE 0 0 66023 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7313270 30097 SH SOLE 0 0 30097 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 607242 6297 SH SOLE 0 0 6297 VANGUARD INDEX FDS TOTAL STK MKT 922908769 521756 1410 SH SOLE 0 0 1410 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2204948 43593 SH SOLE 0 0 43593 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2064845 24983 SH SOLE 0 0 24983 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 4746401 101397 SH SOLE 0 0 101397 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2439316 10309 SH SOLE 0 0 10309 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5187843 72812 SH SOLE 0 0 72812 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 209548 1326 SH SOLE 0 0 1326 VANGUARD WORLD FD MEGA GRWTH IND 921910816 415814 4730 SH SOLE 0 0 4730 VANGUARD WORLD FD INF TECH ETF 92204A702 19121553 159986 SH SOLE 0 0 159986 VERTIV HOLDINGS CO COM CL A 92537N108 6342495 18943 SH SOLE 0 0 18943 VISA INC COM CL A 92826C839 1190321 3469 SH SOLE 0 0 3469