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   334,207 3,036 SH   SOLE 0 0 0 3,036
ABBVIE INC COM 00287Y109   383,044 2,472 SH   SOLE 0 0 0 2,472
ADOBE INC COM 00724F101   415,830 697 SH   SOLE 0 0 0 697
ALPHABET INC CAP STK CL A 02079K305   1,743,890 12,484 SH   SOLE 0 0 0 12,484
ALPHABET INC CAP STK CL C 02079K107   1,927,234 13,675 SH   SOLE 0 0 0 13,675
AMAZON COM INC COM 023135106   4,693,958 30,893 SH   SOLE 0 0 0 30,893
AMERICAN INTL GROUP INC COM NEW 026874784   246,610 3,640 SH   SOLE 0 0 0 3,640
APPLE INC COM 037833100   13,552,270 70,390 SH   SOLE 0 0 0 70,390
AUTODESK INC COM 052769106   461,151 1,894 SH   SOLE 0 0 0 1,894
BANK AMERICA CORP COM 060505104   359,375 10,673 SH   SOLE 0 0 0 10,673
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,167,705 3,274 SH   SOLE 0 0 0 3,274
BOEING CO COM 097023105   849,752 3,260 SH   SOLE 0 0 0 3,260
BROADCOM INC COM 11135F101   665,981 597 SH   SOLE 0 0 0 597
CATERPILLAR INC COM 149123101   230,525 780 SH   SOLE 0 0 0 780
CHEVRON CORP NEW COM 166764100   357,027 2,394 SH   SOLE 0 0 0 2,394
CHUBB LIMITED COM H1467J104   368,606 1,631 SH   SOLE 0 0 0 1,631
CISCO SYS INC COM 17275R102   328,513 6,503 SH   SOLE 0 0 0 6,503
COMCAST CORP NEW CL A 20030N101   515,174 11,749 SH   SOLE 0 0 0 11,749
CONOCOPHILLIPS COM 20825C104   457,464 3,941 SH   SOLE 0 0 0 3,941
COSTCO WHSL CORP NEW COM 22160K105   611,311 926 SH   SOLE 0 0 0 926
DEERE & CO COM 244199105   301,725 755 SH   SOLE 0 0 0 755
DISNEY WALT CO COM 254687106   498,130 5,517 SH   SOLE 0 0 0 5,517
EDWARDS LIFESCIENCES CORP COM 28176E108   694,485 9,108 SH   SOLE 0 0 0 9,108
EXPEDITORS INTL WASH INC COM 302130109   308,587 2,426 SH   SOLE 0 0 0 2,426
EXXON MOBIL CORP COM 30231G102   419,845 4,199 SH   SOLE 0 0 0 4,199
FACTSET RESH SYS INC COM 303075105   304,835 639 SH   SOLE 0 0 0 639
FORTINET INC COM 34959E109   490,540 8,381 SH   SOLE 0 0 0 8,381
FRANKLIN STR PPTYS CORP COM 35471R106   32,404 12,658 SH   SOLE 0 0 0 12,658
GENERAL DYNAMICS CORP COM 369550108   277,847 1,070 SH   SOLE 0 0 0 1,070
GOLDMAN SACHS GROUP INC COM 38141G104   311,452 807 SH   SOLE 0 0 0 807
HOME DEPOT INC COM 437076102   2,545,680 7,346 SH   SOLE 0 0 0 7,346
HUBSPOT INC COM 443573100   297,817 513 SH   SOLE 0 0 0 513
INSULET CORP COM 45784P101   231,735 1,068 SH   SOLE 0 0 0 1,068
INTUITIVE SURGICAL INC COM NEW 46120E602   1,212,809 3,595 SH   SOLE 0 0 0 3,595
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619   1,937,951 37,696 SH   SOLE 0 0 0 37,696
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,641,298 16,738 SH   SOLE 0 0 0 16,738
ISHARES INC CORE MSCI EMKT 46434G103   248,398 4,911 SH   SOLE 0 0 0 4,911
ISHARES TR FLTG RATE NT ETF 46429B655   6,252,633 123,521 SH   SOLE 0 0 0 123,521
ISHARES TR MSCI EAFE MIN VL 46429B689   218,244 3,147 SH   SOLE 0 0 0 3,147
ISHARES TR A RATE CP BD ETF 46429B291   223,276 4,639 SH   SOLE 0 0 0 4,639
ISHARES TR CORE DIV GRWTH 46434V621   405,226 7,529 SH   SOLE 0 0 0 7,529
ISHARES TR NATIONAL MUN ETF 464288414   902,622 8,326 SH   SOLE 0 0 0 8,326
ISHARES TR EAFE GRWTH ETF 464288885   2,701,035 27,889 SH   SOLE 0 0 0 27,889
ISHARES TR RUS MID CAP ETF 464287499   969,822 12,477 SH   SOLE 0 0 0 12,477
ISHARES TR U.S. TECH ETF 464287721   354,380 2,887 SH   SOLE 0 0 0 2,887
ISHARES TR CORE S&P500 ETF 464287200   4,095,232 8,574 SH   SOLE 0 0 0 8,574
ISHARES TR RUS 1000 ETF 464287622   1,095,899 4,179 SH   SOLE 0 0 0 4,179
ISHARES TR RUS 1000 GRW ETF 464287614   3,504,862 11,561 SH   SOLE 0 0 0 11,561
ISHARES TR RUSSELL 2000 ETF 464287655   2,027,081 10,100 SH   SOLE 0 0 0 10,100
ISHARES TR RUS 2000 VAL ETF 464287630   1,519,028 9,779 SH   SOLE 0 0 0 9,779
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   7,745,014 154,191 SH   SOLE 0 0 0 154,191
JOHNSON & JOHNSON COM 478160104   1,265,406 8,073 SH   SOLE 0 0 0 8,073
JOHNSON CTLS INTL PLC SHS G51502105   200,299 3,475 SH   SOLE 0 0 0 3,475
JPMORGAN CHASE & CO COM 46625H100   1,984,762 11,668 SH   SOLE 0 0 0 11,668
LOWES COS INC COM 548661107   346,237 1,556 SH   SOLE 0 0 0 1,556
LULULEMON ATHLETICA INC COM 550021109   625,819 1,224 SH   SOLE 0 0 0 1,224
MASTERCARD INCORPORATED CL A 57636Q104   376,515 883 SH   SOLE 0 0 0 883
MEDTRONIC PLC SHS G5960L103   205,785 2,498 SH   SOLE 0 0 0 2,498
MERCK & CO INC COM 58933Y105   461,212 4,231 SH   SOLE 0 0 0 4,231
META PLATFORMS INC CL A 30303M102   1,602,023 4,526 SH   SOLE 0 0 0 4,526
MICROSOFT CORP COM 594918104   3,098,443 8,240 SH   SOLE 0 0 0 8,240
MONSTER BEVERAGE CORP NEW COM 61174X109   588,544 10,216 SH   SOLE 0 0 0 10,216
MORGAN STANLEY COM NEW 617446448   328,427 3,522 SH   SOLE 0 0 0 3,522
NETFLIX INC COM 64110L106   696,238 1,430 SH   SOLE 0 0 0 1,430
NIO INC SPON ADS 62914V106   182,806 20,155 SH   SOLE 0 0 0 20,155
NOVARTIS AG SPONSORED ADR 66987V109   398,529 3,947 SH   SOLE 0 0 0 3,947
NOVO-NORDISK A S ADR 670100205   370,351 3,580 SH   SOLE 0 0 0 3,580
NVIDIA CORPORATION COM 67066G104   4,309,207 8,702 SH   SOLE 0 0 0 8,702
ORACLE CORP COM 68389X105   838,288 7,951 SH   SOLE 0 0 0 7,951
PEPSICO INC COM 713448108   213,387 1,256 SH   SOLE 0 0 0 1,256
PHILIP MORRIS INTL INC COM 718172109   335,608 3,567 SH   SOLE 0 0 0 3,567
PROCTER AND GAMBLE CO COM 742718109   307,602 2,099 SH   SOLE 0 0 0 2,099
QUALCOMM INC COM 747525103   451,269 3,120 SH   SOLE 0 0 0 3,120
REGENERON PHARMACEUTICALS COM 75886F107   463,737 528 SH   SOLE 0 0 0 528
ROPER TECHNOLOGIES INC COM 776696106   2,452,175 4,498 SH   SOLE 0 0 0 4,498
RTX CORPORATION COM 75513E101   233,379 2,774 SH   SOLE 0 0 0 2,774
SALESFORCE INC COM 79466L302   1,223,601 4,650 SH   SOLE 0 0 0 4,650
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,060,607 36,536 SH   SOLE 0 0 0 36,536
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   4,478,037 94,793 SH   SOLE 0 0 0 94,793
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   7,302,839 88,028 SH   SOLE 0 0 0 88,028
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   6,027,275 85,981 SH   SOLE 0 0 0 85,981
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   4,095,033 53,790 SH   SOLE 0 0 0 53,790
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   225,464 3,103 SH   SOLE 0 0 0 3,103
SERVICENOW INC COM 81762P102   650,677 921 SH   SOLE 0 0 0 921
SHOPIFY INC CL A 82509L107   249,514 3,203 SH   SOLE 0 0 0 3,203
SOUTHERN CO COM 842587107   347,532 4,956 SH   SOLE 0 0 0 4,956
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,294,018 4,826 SH   SOLE 0 0 0 4,826
SPRINKLR INC CL A 85208T107   1,269,570 105,446 SH   SOLE 0 0 0 105,446
STARBUCKS CORP COM 855244109   776,866 8,092 SH   SOLE 0 0 0 8,092
TESLA INC COM 88160R101   891,298 3,587 SH   SOLE 0 0 0 3,587
TEXAS INSTRS INC COM 882508104   209,335 1,228 SH   SOLE 0 0 0 1,228
THE TRADE DESK INC COM CL A 88339J105   1,437,977 19,983 SH   SOLE 0 0 0 19,983
ULTA BEAUTY INC COM 90384S303   1,097,578 2,240 SH   SOLE 0 0 0 2,240
UNITED PARCEL SERVICE INC CL B 911312106   634,109 4,033 SH   SOLE 0 0 0 4,033
UNITEDHEALTH GROUP INC COM 91324P102   295,350 561 SH   SOLE 0 0 0 561
VANGUARD INDEX FDS MID CAP ETF 922908629   487,766 2,097 SH   SOLE 0 0 0 2,097
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   401,593 4,545 SH   SOLE 0 0 0 4,545
VANGUARD INDEX FDS GROWTH ETF 922908736   791,887 2,547 SH   SOLE 0 0 0 2,547
VANGUARD INDEX FDS VALUE ETF 922908744   3,350,964 22,414 SH   SOLE 0 0 0 22,414
VANGUARD STAR FDS VG TL INTL STK F 921909768   452,895 7,814 SH   SOLE 0 0 0 7,814
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   874,395 7,833 SH   SOLE 0 0 0 7,833
VEEVA SYS INC CL A COM 922475108   1,376,325 7,149 SH   SOLE 0 0 0 7,149
VERIZON COMMUNICATIONS INC COM 92343V104   216,714 5,748 SH   SOLE 0 0 0 5,748
VERTEX PHARMACEUTICALS INC COM 92532F100   566,391 1,392 SH   SOLE 0 0 0 1,392
VISA INC COM CL A 92826C839   1,951,275 7,495 SH   SOLE 0 0 0 7,495
WORKDAY INC CL A 98138H101   733,491 2,657 SH   SOLE 0 0 0 2,657
YUM BRANDS INC COM 988498101   226,564 1,734 SH   SOLE 0 0 0 1,734