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
ISHARES TR MSCI EAFE ETF 464287465   9,152,631 132,801 SH   SOLE   0 0 132,801
WELLS FARGO CO NEW COM 949746101   3,429,053 83,922 SH   SOLE   0 0 83,922
BRISTOL-MEYERS SQUIBB CO COM 110122108   4,644,361 80,020 SH   SOLE   0 0 80,020
ING GROEP N.V. SPONSORED ADR 456837103   972,684 73,800 SH   SOLE   0 0 73,800
BORGWARNER INC COM 099724106   2,530,270 62,677 SH   SOLE   0 0 62,677
ALPHABET INC CAP STK CL C 02079K107   7,872,104 59,705 SH   SOLE   0 0 59,705
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,910,256 54,323 SH   SOLE   0 0 54,323
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   2,050,252 52,289 SH   SOLE   0 0 52,289
SPDR SER TR PRTFLO S&P500 VL 78464A508   2,030,776 49,219 SH   SOLE   0 0 49,219
ROSS STORES INC COM 778296103   5,296,451 46,892 SH   SOLE   0 0 46,892
APPLE INC COM 037833100   7,767,746 45,370 SH   SOLE   0 0 45,370
UNILEVER PLC SPON ADR NEW 904767704   2,197,608 44,486 SH   SOLE   0 0 44,486
ON SEMICONDUCTOR CORP COM 682189105   3,798,123 40,862 SH   SOLE   0 0 40,862
TJX COS INC NEW COM 872540109   3,595,000 40,448 SH   SOLE   0 0 40,448
PEAKSTONE REALTY TRUST COMMON SHARES 39818P799   571,634 34,353 SH   SOLE   0 0 34,353
SCHLUMBERGER LTD COM STK 806857108   1,936,843 33,222 SH   SOLE   0 0 33,222
CISCO SYS INC COM 17275R102   1,685,107 31,345 SH   SOLE   0 0 31,345
BOSTON SCIENTIFIC CORP COM 101137107   1,498,675 28,384 SH   SOLE   0 0 28,384
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   940,204 28,345 SH   SOLE   0 0 28,345
TRUIST FINL CORP COM 89832Q109   712,360 24,899 SH   SOLE   0 0 24,899
VISA INC COM CL A 92826C839   5,564,402 24,192 SH   SOLE   0 0 24,192
ISHARES TR RUSSELL 2000 ETF 464287655   3,987,254 22,560 SH   SOLE   0 0 22,560
TEXTRON INC COM 883203101   1,750,961 22,408 SH   SOLE   0 0 22,408
MICROSOFT CORP COM 594918104   6,958,575 22,038 SH   SOLE   0 0 22,038
AMAZON COM INC COM 023135106   2,791,174 21,957 SH   SOLE   0 0 21,957
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,979,491 18,666 SH   SOLE   0 0 18,666
VISTRA CORP COM 92840M102   617,778 18,619 SH   SOLE   0 0 18,619
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,943,190 16,966 SH   SOLE   0 0 16,966
VERTEX PHARMACEUTICALS INC COM 92532F100   5,692,852 16,371 SH   SOLE   0 0 16,371
ALPHABET INC CAP STK CL A 02079K305   1,947,982 14,886 SH   SOLE   0 0 14,886
JOHNSON & JOHNSON COM 478160104   2,123,262 13,633 SH   SOLE   0 0 13,633
EOG RES INC COM 26875P101   1,672,978 13,198 SH   SOLE   0 0 13,198
CITIGROUP INC COM NEW 172967424   497,920 12,106 SH   SOLE   0 0 12,106
BOEING CO COM 097023105   2,090,462 10,906 SH   SOLE   0 0 10,906
GENERAL ELECTRIC CO COM NEW 369604301   1,155,800 10,455 SH   SOLE   0 0 10,455
EQUITABLE HLDGS INC COM 29452E101   280,408 9,877 SH   SOLE   0 0 9,877
BP PLC SPONSORED ADR 055622104   382,191 9,871 SH   SOLE   0 0 9,871
UBER TECHNOLOGIES INC COM 90353T100   413,910 9,000 SH   SOLE   0 0 9,000
AIRBNB INC COM CL A 009066101   1,186,180 8,645 SH   SOLE   0 0 8,645
META PLATFORMS INC CL A 30303M102   2,234,943 7,445 SH   SOLE   0 0 7,445
NVIDIA CORPORATION COM 67066G104   3,168,902 7,285 SH   SOLE   0 0 7,285
INTEL CORP COM 458140100   254,076 7,147 SH   SOLE   0 0 7,147
ELI LILLY & CO COM 532457108   3,506,385 6,528 SH   SOLE   0 0 6,528
LPL FINL HDGS INC COM 50212V100   1,386,450 5,834 SH   SOLE   0 0 5,834
NIKE INC CL B 654106103   546,765 5,718 SH   SOLE   0 0 5,718
UNITEDHEALTH GROUP INC COM 91324P102   2,865,312 5,683 SH   SOLE   0 0 5,683
EXXON MOBIL CORP COM 30231G102   633,840 5,391 SH   SOLE   0 0 5,391
HUBBELL INC COM 443510607   1,621,270 5,173 SH   SOLE   0 0 5,173
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   323,409 4,527 SH   SOLE   0 0 4,527
BROADCOM INC COM 11135F101   3,721,331 4,480 SH   SOLE   0 0 4,480
SPDR SER TR PRTFLO S&P500 GW 78464A409   264,496 4,462 SH   SOLE   0 0 4,462
PARKER-HANNIFIN CORP COM 701094104   1,655,460 4,250 SH   SOLE   0 0 4,250
COSTCO WHSL CORP NEW COM 22160K105   2,267,749 4,014 SH   SOLE   0 0 4,014
SNAP ON INC COM 833034101   1,013,608 3,974 SH   SOLE   0 0 3,974
VOYA FINANCIAL INC COM 929089100   252,510 3,800 SH   SOLE   0 0 3,800
CHEVRON CORP NEW COM 166764100   630,371 3,738 SH   SOLE   0 0 3,738
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   219,332 3,345 SH   SOLE   0 0 3,345
DISNEY WALT CO COM 254687106   253,038 3,122 SH   SOLE   0 0 3,122
PVH CORPORATION COM 693656100   234,580 3,066 SH   SOLE   0 0 3,066
UNITED RENTALS INC COM 911363109   1,345,713 3,027 SH   SOLE   0 0 3,027
ISHARES TR CORE S&P500 ETF 464287200   1,291,725 3,008 SH   SOLE   0 0 3,008
EATON CORP PLC SHS G29183103   630,669 2,957 SH   SOLE   0 0 2,957
SNOWFLAKE INC CL A 833445109   451,130 2,953 SH   SOLE   0 0 2,953
LAM RESEARCH CORP COM 512807108   1,610,799 2,570 SH   SOLE   0 0 2,570
GRAINGER W W INC COM 384802104   1,689,473 2,442 SH   SOLE   0 0 2,442
NETFLIX INC COM 64110L106   806,176 2,135 SH   SOLE   0 0 2,135
PHILLIPS 66 COM 718546104   251,955 2,097 SH   SOLE   0 0 2,097
MERCK & CO INC COM 58933Y105   213,065 2,070 SH   SOLE   0 0 2,070
TESLA INC COM 88160R101   514,452 2,056 SH   SOLE   0 0 2,056
NORFOLK SOUTHN CORP COM 655844108   376,136 1,910 SH   SOLE   0 0 1,910
PROCTER & GAMBLE CO COM 742718109   277,426 1,902 SH   SOLE   0 0 1,902
FISERV INC COM 337738108   208,863 1,849 SH   SOLE   0 0 1,849
JPMORGAN CHASE & CO COM 46625H100   262,341 1,809 SH   SOLE   0 0 1,809
APPLIED MATLS INC COM 038222105   245,749 1,775 SH   SOLE   0 0 1,775
AMERICAN EXPRESS CO COM 025816109   211,104 1,415 SH   SOLE   0 0 1,415
SALESFORCE INC COM 79466L302   259,964 1,282 SH   SOLE   0 0 1,282
CHUBB LIMITED COM H1467J104   235,243 1,130 SH   SOLE   0 0 1,130
ADOBE INC COM 00724F101   285,034 559 SH   SOLE   0 0 559
ULTA BEAUTY INC COM 90384S303   203,320 509 SH   SOLE   0 0 509
BOOKING HOLDINGS INC COM 09857L108   1,492,632 484 SH   SOLE   0 0 484