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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
LINDE PLC SHS G5494J103 2,824 10,320 SH   SOLE   10,320 0 0
MEDTRONIC PLC SHS G5960L103 3,406 38,064 SH   SOLE   38,064 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,620 27,615 SH   SOLE   27,615 0 0
AT&T INC COM 00206R102 1,203 57,835 SH   SOLE   57,835 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,569 4,030 SH   SOLE   4,030 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,306 14,177 SH   SOLE   14,177 0 0
ALPHABET INC CAP STK CL C 02079K107 9,666 4,022 SH   SOLE   4,022 0 0
ALPHABET INC CAP STK CL A 02079K305 1,681 704 SH   SOLE   704 0 0
AMAZON COM INC COM 023135106 7,475 64,699 SH   SOLE   64,699 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,567 6,146 SH   SOLE   6,146 0 0
ANALOG DEVICES INC COM 032654105 217 1,445 SH   SOLE   1,445 0 0
APPLE INC COM 037833100 12,320 83,788 SH   SOLE   83,788 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 411 1,464 SH   SOLE   1,464 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 255 550 SH   SOLE   550 0 0
CHEVRON CORP NEW COM 166764100 401 2,810 SH   SOLE   2,810 0 0
CHEWY INC CL A 16679L109 1,305 29,570 SH   SOLE   29,570 0 0
CISCO SYS INC COM 17275R102 3,439 79,269 SH   SOLE   79,269 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,918 5,818 SH   SOLE   5,818 0 0
DANAHER CORPORATION COM 235851102 348 1,320 SH   SOLE   1,320 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 2,178 12,679 SH   SOLE   12,679 0 0
DISNEY WALT CO COM 254687106 2,893 30,179 SH   SOLE   30,179 0 0
DOCUSIGN INC COM 256163106 822 12,374 SH   SOLE   12,374 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,918 34,588 SH   SOLE   34,588 0 0
ASPEN TECHNOLOGY INC COM 29109X106 858 4,575 SH   SOLE   4,575 0 0
EXXON MOBIL CORP COM 30231G102 1,223 14,210 SH   SOLE   14,210 0 0
FEDEX CORP COM 31428X106 1,595 6,919 SH   SOLE   6,919 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,250 28,156 SH   SOLE   28,156 0 0
GENERAC HLDGS INC COM 368736104 992 4,302 SH   SOLE   4,302 0 0
GILEAD SCIENCES INC COM 375558103 452 7,190 SH   SOLE   7,190 0 0
GSK PLC SPONSORED ADR 37733W105 3,468 81,907 SH   SOLE   81,907 0 0
HOME DEPOT INC COM 437076102 3,040 10,613 SH   SOLE   10,613 0 0
ILLUMINA INC COM 452327109 2,548 12,929 SH   SOLE   12,929 0 0
INTUIT COM 461202103 2,097 5,155 SH   SOLE   5,155 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 334 2,440 SH   SOLE   2,440 0 0
ISHARES TR CORE S&P500 ETF 464287200 813 2,080 SH   SOLE   2,080 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 1,678 20,330 SH   SOLE   20,330 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,820 19,413 SH   SOLE   19,413 0 0
JPMORGAN CHASE & CO COM 46625H100 2,708 23,679 SH   SOLE   23,679 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 4,122 81,363 SH   SOLE   81,363 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 15,421 308,171 SH   SOLE   308,171 0 0
LOWES COS INC COM 548661107 699 3,850 SH   SOLE   3,850 0 0
MASCO CORP COM 574599106 3,021 57,481 SH   SOLE   57,481 0 0
MERCK & CO INC COM 58933Y105 1,862 20,067 SH   SOLE   20,067 0 0
MICROSOFT CORP COM 594918104 9,988 37,317 SH   SOLE   37,317 0 0
NORFOLK SOUTHN CORP COM 655844108 452 2,000 SH   SOLE   2,000 0 0
ORACLE CORP COM 68389X105 962 13,386 SH   SOLE   13,386 0 0
PAYPAL HLDGS INC COM 70450Y103 2,890 39,354 SH   SOLE   39,354 0 0
PROCTER AND GAMBLE CO COM 742718109 3,629 25,026 SH   SOLE   25,026 0 0
QUALCOMM INC COM 747525103 3,997 29,384 SH   SOLE   29,384 0 0
QUALYS INC COM 74758T303 771 5,826 SH   SOLE   5,826 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,833 7,047 SH   SOLE   7,047 0 0
SHELL PLC SPON ADS 780259305 1,276 26,008 SH   SOLE   26,008 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,646 4,235 SH   SOLE   4,235 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101 15,686 533,888 SH   SOLE   533,888 0 0
SALESFORCE INC COM 79466L302 2,858 16,286 SH   SOLE   16,286 0 0
SCHWAB CHARLES CORP COM 808513105 3,495 54,309 SH   SOLE   54,309 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1,218 38,782 SH   SOLE   38,782 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1,483 30,224 SH   SOLE   30,224 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 243 3,329 SH   SOLE   3,329 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,553 11,880 SH   SOLE   11,880 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 827 11,350 SH   SOLE   11,350 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 917 6,264 SH   SOLE   6,264 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 380 5,359 SH   SOLE   5,359 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 911 28,395 SH   SOLE   28,395 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 803 9,138 SH   SOLE   9,138 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,265 17,045 SH   SOLE   17,045 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 912 16,076 SH   SOLE   16,076 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 320 7,766 SH   SOLE   7,766 0 0
SNOWFLAKE INC CL A 833445109 646 4,046 SH   SOLE   4,046 0 0
STERICYCLE INC COM 858912108 1,242 27,852 SH   SOLE   27,852 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,174 9,398 SH   SOLE   9,398 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,933 7,103 SH   SOLE   7,103 0 0
UNION PAC CORP COM 907818108 211 1,006 SH   SOLE   1,006 0 0
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 7,626 187,085 SH   SOLE   187,085 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 237 2,405 SH   SOLE   2,405 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 1,986 13,081 SH   SOLE   13,081 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,389 129,734 SH   SOLE   129,734 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8,794 115,207 SH   SOLE   115,207 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 7,910 43,573 SH   SOLE   43,573 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,353 66,411 SH   SOLE   66,411 0 0
VISA INC COM CL A 92826C839 3,452 16,957 SH   SOLE   16,957 0 0
WILLIAMS SONOMA INC COM 969904101 1,134 8,693 SH   SOLE   8,693 0 0
ZOETIS INC CL A 98978V103 3,024 16,993 SH   SOLE   16,993 0 0
ZUORA INC COM CL A 98983V106 309 30,938 SH   SOLE   30,938 0 0