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
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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   1,366,375 12,445 SH   SOLE   0 0 12,445
AMAZON COM INC COM 023135106   1,540,476 18,339 SH   SOLE   0 0 18,339
ELEVANCE HEALTH INC COM 036752103   223,142 435 SH   SOLE   0 0 435
APPLE INC COM 037833100   3,929,185 30,241 SH   SOLE   0 0 30,241
AUTODESK INC COM 052769106   703,192 3,763 SH   SOLE   0 0 3,763
AUTOMATIC DATA PROCESSING IN COM 053015103   1,974,417 8,266 SH   SOLE   0 0 8,266
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   221,790 718 SH   SOLE   0 0 718
BRIGHT HORIZONS FAM SOL IN D COM 109194100   475,963 7,543 SH   SOLE   0 0 7,543
CVS HEALTH CORP COM 126650100   1,480,461 15,886 SH   SOLE   0 0 15,886
CATALENT INC COM 148806102   375,248 8,337 SH   SOLE   0 0 8,337
COCA COLA CO COM 191216100   1,621,737 25,495 SH   SOLE   0 0 25,495
DANAHER CORPORATION COM 235851102   772,372 2,910 SH   SOLE   0 0 2,910
DISNEY WALT CO COM 254687106   557,459 6,416 SH   SOLE   0 0 6,416
EASTMAN KODAK CO COM NEW 277461406   2 15,000 SH Call SOLE   0 0 15,000
EQUIFAX INC COM 294429105   749,911 3,858 SH   SOLE   0 0 3,858
FAIR ISAAC CORP COM 303250104   1,192,371 1,992 SH   SOLE   0 0 1,992
GENERAL DYNAMICS CORP COM 369550108   1,572,056 6,336 SH   SOLE   0 0 6,336
HOME DEPOT INC COM 437076102   1,594,264 5,047 SH   SOLE   0 0 5,047
INTUIT COM 461202103   653,964 1,680 SH   SOLE   0 0 1,680
ISHARES GOLD TR ISHARES NEW 464285204   3,920,292 113,336 SH   SOLE   0 0 113,336
ISHARES TR MSCI EMG MKT ETF 464287234   355,431 9,378 SH   SOLE   0 0 9,378
ISHARES TR S&P 500 GRWT ETF 464287309   212,004 3,624 SH   SOLE   0 0 3,624
ISHARES TR 20 YR TR BD ETF 464287432   364,489 3,661 SH   SOLE   0 0 3,661
ISHARES TR CORE S&P MCP ETF 464287507   8,482,115 35,066 SH   SOLE   0 0 35,066
ISHARES TR RUS 1000 GRW ETF 464287614   6,515,369 30,412 SH   SOLE   0 0 30,412
ISHARES TR CORE S&P SCP ETF 464287804   4,160,346 43,960 SH   SOLE   0 0 43,960
ISHARES TR SP SMCP600VL ETF 464287879   4,698,596 51,458 SH   SOLE   0 0 51,458
ISHARES TR S&P SML 600 GWT 464287887   3,463,637 32,050 SH   SOLE   0 0 32,050
ISHARES TR EAFE SML CP ETF 464288273   487,796 8,637 SH   SOLE   0 0 8,637
JOHNSON & JOHNSON COM 478160104   2,100,670 11,892 SH   SOLE   0 0 11,892
LAUDER ESTEE COS INC CL A 518439104   1,096,150 4,418 SH   SOLE   0 0 4,418
MARTIN MARIETTA MATLS INC COM 573284106   812,790 2,405 SH   SOLE   0 0 2,405
MCDONALDS CORP COM 580135101   1,582,836 6,006 SH   SOLE   0 0 6,006
MICROSOFT CORP COM 594918104   3,013,484 12,566 SH   SOLE   0 0 12,566
MOODYS CORP COM 615369105   680,454 2,442 SH   SOLE   0 0 2,442
MORNINGSTAR INC COM 617700109   634,392 2,929 SH   SOLE   0 0 2,929
NORTHROP GRUMMAN CORP COM 666807102   256,437 470 SH   SOLE   0 0 470
NOVO-NORDISK A S ADR 670100205   416,171 3,075 SH   SOLE   0 0 3,075
PEPSICO INC COM 713448108   407,208 2,254 SH   SOLE   0 0 2,254
PHILIP MORRIS INTL INC COM 718172109   1,261,987 12,469 SH   SOLE   0 0 12,469
PROGRESSIVE CORP COM 743315103   1,714,507 13,218 SH   SOLE   0 0 13,218
REPUBLIC SVCS INC COM 760759100   1,505,443 11,671 SH   SOLE   0 0 11,671
SCHWAB CHARLES CORP COM 808513105   1,657,446 19,907 SH   SOLE   0 0 19,907
STARBUCKS CORP COM 855244109   1,445,505 14,572 SH   SOLE   0 0 14,572
SYSCO CORP COM 871829107   1,597,193 20,892 SH   SOLE   0 0 20,892
TJX COS INC NEW COM 872540109   946,928 11,896 SH   SOLE   0 0 11,896
TELEFLEX INCORPORATED COM 879369106   775,600 3,107 SH   SOLE   0 0 3,107
THERMO FISHER SCIENTIFIC INC COM 883556102   321,052 583 SH   SOLE   0 0 583
TRANSDIGM GROUP INC COM 893641100   916,770 1,456 SH   SOLE   0 0 1,456
UNION PAC CORP COM 907818108   1,325,455 6,401 SH   SOLE   0 0 6,401
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   7,375,810 48,573 SH   SOLE   0 0 48,573
VANGUARD WORLD FD MEGA GRWTH IND 921910816   1,548,630 9,000 SH   SOLE   0 0 9,000
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   5,879,590 54,335 SH   SOLE   0 0 54,335
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   273,994 3,935 SH   SOLE   0 0 3,935
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   524,632 13,459 SH   SOLE   0 0 13,459
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   300,747 856 SH   SOLE   0 0 856
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   809,555 9,815 SH   SOLE   0 0 9,815
VANGUARD INDEX FDS SML CP GRW ETF 922908595   767,870 3,829 SH   SOLE   0 0 3,829
VANGUARD INDEX FDS SM CP VAL ETF 922908611   620,849 3,910 SH   SOLE   0 0 3,910
VANGUARD INDEX FDS MID CAP ETF 922908629   268,010 1,315 SH   SOLE   0 0 1,315
VANGUARD INDEX FDS GROWTH ETF 922908736   1,459,900 6,850 SH   SOLE   0 0 6,850
VANGUARD INDEX FDS TOTAL STK MKT 922908769   941,993 4,927 SH   SOLE   0 0 4,927
WALMART INC COM 931142103   1,393,234 9,826 SH   SOLE   0 0 9,826
WARNER MUSIC GROUP CORP COM CL A 934550203   1,330,550 37,994 SH   SOLE   0 0 37,994
FIRSTSERVICE CORP NEW COM 33767E202   730,643 5,962 SH   SOLE   0 0 5,962
WORLD GOLD TR SPDR GLD MINIS 98149E303   3,510,249 96,995 SH   SOLE   0 0 96,995
ADOBE SYSTEMS INCORPORATED COM 00724F101   639,407 1,900 SH   SOLE   0 0 1,900
ALPHABET INC CAP STK CL C 02079K107   1,390,843 15,675 SH   SOLE   0 0 15,675
ALPHABET INC CAP STK CL A 02079K305   669,577 7,589 SH   SOLE   0 0 7,589
ALTISOURCE ASSET MGMT CORP COM 02153X108   204,971 10,122 SH   SOLE   0 0 10,122
AMERICAN TOWER CORP NEW COM 03027X100   754,104 3,559 SH   SOLE   0 0 3,559
AVIDXCHANGE HOLDINGS INC COM 05368X102   547,853 55,116 SH   SOLE   0 0 55,116
BLACKROCK INC COM 09247X101   1,320,178 1,863 SH   SOLE   0 0 1,863
BLACKSTONE INC COM 09260D107   876,954 11,820 SH   SOLE   0 0 11,820
BOOKING HOLDINGS INC COM 09857L108   743,638 369 SH   SOLE   0 0 369
CME GROUP INC COM 12572Q105   1,038,793 6,177 SH   SOLE   0 0 6,177
CANADIAN PAC RY LTD COM 13645T100   631,628 8,468 SH   SOLE   0 0 8,468
CONOCOPHILLIPS COM 20825C104   1,636,660 13,870 SH   SOLE   0 0 13,870
COSTAR GROUP INC COM 22160N109   662,444 8,572 SH   SOLE   0 0 8,572
CROWN CASTLE INC COM 22822V101   1,050,270 7,743 SH   SOLE   0 0 7,743
DIAGEO PLC SPON ADR NEW 25243Q205   1,258,021 7,060 SH   SOLE   0 0 7,060
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   323,421 6,323 SH   SOLE   0 0 6,323
EQUINIX INC COM 29444U700   1,129,211 1,724 SH   SOLE   0 0 1,724
ETSY INC COM 29786A106   577,100 4,818 SH   SOLE   0 0 4,818
EXXON MOBIL CORP COM 30231G102   1,949,001 17,670 SH   SOLE   0 0 17,670
META PLATFORMS INC CL A 30303M102   634,432 5,272 SH   SOLE   0 0 5,272
INTERCONTINENTAL EXCHANGE IN COM 45866F104   697,453 6,798 SH   SOLE   0 0 6,798
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   3,499,260 136,105 SH   SOLE   0 0 136,105
IQVIA HLDGS INC COM 46266C105   268,406 1,310 SH   SOLE   0 0 1,310
ISHARES INC CORE MSCI EMKT 46434G103   350,484 7,505 SH   SOLE   0 0 7,505
MARATHON PETE CORP COM 56585A102   2,352,824 20,215 SH   SOLE   0 0 20,215
MASTERCARD INCORPORATED CL A 57636Q104   858,318 2,468 SH   SOLE   0 0 2,468
MONSTER BEVERAGE CORP NEW COM 61174X109   871,229 8,581 SH   SOLE   0 0 8,581
PAYPAL HLDGS INC COM 70450Y103   487,358 6,843 SH   SOLE   0 0 6,843
S&P GLOBAL INC COM 78409V104   735,477 2,196 SH   SOLE   0 0 2,196
UBER TECHNOLOGIES INC COM 90353T100   536,394 21,690 SH   SOLE   0 0 21,690
UNITEDHEALTH GROUP INC COM 91324P102   2,284,449 4,309 SH   SOLE   0 0 4,309
VAIL RESORTS INC COM 91879Q109   1,079,249 4,528 SH   SOLE   0 0 4,528
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108   382,190 1,745 SH   SOLE   0 0 1,745
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   789,295 3,182 SH   SOLE   0 0 3,182
VANGUARD WORLD FDS INF TECH ETF 92204A702   416,830 1,305 SH   SOLE   0 0 1,305
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   376,931 4,863 SH   SOLE   0 0 4,863
VERISK ANALYTICS INC COM 92345Y106   717,123 4,065 SH   SOLE   0 0 4,065
VISA INC COM CL A 92826C839   759,598 3,656 SH   SOLE   0 0 3,656
WASTE MGMT INC DEL COM 94106L109   1,493,184 9,518 SH   SOLE   0 0 9,518
ZILLOW GROUP INC CL C CAP STK 98954M200   419,439 13,022 SH   SOLE   0 0 13,022
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   481,379 1,804 SH   SOLE   0 0 1,804
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,392,883 5,695 SH   SOLE   0 0 5,695
SPOTIFY TECHNOLOGY S A SHS L8681T102   352,749 4,468 SH   SOLE   0 0 4,468