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
LINDE PLC SHS G54950103   4,122,720 10,871 SH   SOLE   10,871 0 0
MEDTRONIC PLC SHS G5960L103   3,188,930 44,445 SH   SOLE   44,445 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   5,855,520 28,138 SH   SOLE   28,138 0 0
AT&T INC COM 00206R102   1,052,380 73,031 SH   SOLE   73,031 0 0
ADOBE INC COM 00724F101   3,825,440 6,946 SH   SOLE   6,946 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,649,680 15,363 SH   SOLE   15,363 0 0
ALPHABET INC CAP STK CL C 02079K107   11,595,760 82,538 SH   SOLE   82,538 0 0
ALPHABET INC CAP STK CL A 02079K305   1,840,230 13,230 SH   SOLE   13,230 0 0
AMAZON COM INC COM 023135106   8,261,180 62,325 SH   SOLE   62,325 0 0
AMERICAN EXPRESS CO COM 025816109   221,550 1,450 SH   SOLE   1,450 0 0
AMERICAN TOWER CORP NEW COM 03027X100   3,813,660 22,542 SH   SOLE   22,542 0 0
ANALOG DEVICES INC COM 032654105   258,780 1,498 SH   SOLE   1,498 0 0
APPLE INC COM 037833100   11,976,510 67,013 SH   SOLE   67,013 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   384,660 1,111 SH   SOLE   1,111 0 0
BROADCOM INC COM 11135F101   289,720 321 SH   SOLE   321 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   249,950 550 SH   SOLE   550 0 0
CHEVRON CORP NEW COM 166764100   599,910 3,627 SH   SOLE   3,627 0 0
CISCO SYS INC COM 17275R102   4,311,890 79,614 SH   SOLE   79,614 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,306,410 5,778 SH   SOLE   5,778 0 0
DANAHER CORPORATION COM 235851102   225,180 1,070 SH   SOLE   1,070 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   2,011,560 13,114 SH   SOLE   13,114 0 0
DISNEY WALT CO COM 254687106   2,988,290 34,865 SH   SOLE   34,865 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,672,800 35,500 SH   SOLE   35,500 0 0
ENGINE NO 1 ETF TRUST TRANSFORM CLMTE 29287L205   236,380 4,544 SH   SOLE   4,544 0 0
EXXON MOBIL CORP COM 30231G102   1,685,090 15,326 SH   SOLE   15,326 0 0
META PLATFORMS INC CL A 30303M102   240,540 749 SH   SOLE   749 0 0
FEDEX CORP COM 31428X106   1,785,160 7,211 SH   SOLE   7,211 0 0
GILEAD SCIENCES INC COM 375558103   546,880 6,905 SH   SOLE   6,905 0 0
GSK PLC SPONSORED ADR 37733W204   2,601,460 71,117 SH   SOLE   71,117 0 0
HOME DEPOT INC COM 437076102   3,070,820 10,328 SH   SOLE   10,328 0 0
ILLUMINA INC COM 452327109   1,690,600 12,868 SH   SOLE   12,868 0 0
INTUIT COM 461202103   3,042,560 5,625 SH   SOLE   5,625 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   343,740 2,420 SH   SOLE   2,420 0 0
ISHARES TR CORE S&P TTL STK 464287150   323,380 3,377 SH   SOLE   3,377 0 0
ISHARES TR CORE S&P500 ETF 464287200   917,000 2,094 SH   SOLE   2,094 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   903,910 11,176 SH   SOLE   11,176 0 0
ISHARES TR CORE S&P SCP ETF 464287804   1,808,440 19,477 SH   SOLE   19,477 0 0
JPMORGAN CHASE & CO COM 46625H100   5,526,210 37,377 SH   SOLE   37,377 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   935,270 18,557 SH   SOLE   18,557 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   16,532,610 330,058 SH   SOLE   330,058 0 0
LOWES COS INC COM 548661107   519,020 2,618 SH   SOLE   2,618 0 0
MERCK & CO INC COM 58933Y105   2,218,350 21,302 SH   SOLE   21,302 0 0
MICROSOFT CORP COM 594918104   12,615,010 37,924 SH   SOLE   37,924 0 0
NEXTERA ENERGY INC COM 65339F101   2,212,180 40,680 SH   SOLE   40,680 0 0
NIKE INC CL B 654106103   1,346,010 13,191 SH   SOLE   13,191 0 0
NORFOLK SOUTHN CORP COM 655844108   539,630 2,600 SH   SOLE   2,600 0 0
NVIDIA CORPORATION COM 67066G104   317,130 688 SH   SOLE   688 0 0
ORACLE CORP COM 68389X105   1,538,140 14,149 SH   SOLE   14,149 0 0
PAYPAL HLDGS INC COM 70450Y103   2,148,670 37,696 SH   SOLE   37,696 0 0
PROCTER AND GAMBLE CO COM 742718109   3,831,850 26,233 SH   SOLE   26,233 0 0
QUALCOMM INC COM 747525103   3,614,560 32,708 SH   SOLE   32,708 0 0
QUALYS INC COM 74758T303   945,790 5,826 SH   SOLE   5,826 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,079,610 2,151 SH   SOLE   2,151 0 0
SHELL PLC SPON ADS 780259305   1,798,240 26,402 SH   SOLE   26,402 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,807,330 4,145 SH   SOLE   4,145 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   2,320,400 80,963 SH   SOLE   80,963 0 0
SALESFORCE INC COM 79466L302   2,194,150 10,522 SH   SOLE   10,522 0 0
SCHWAB CHARLES CORP COM 808513105   1,087,080 20,236 SH   SOLE   20,236 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   869,590 21,371 SH   SOLE   21,371 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   1,769,970 73,718 SH   SOLE   73,718 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   4,049,700 119,214 SH   SOLE   119,214 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   718,670 15,038 SH   SOLE   15,038 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   270,640 3,452 SH   SOLE   3,452 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,840,580 14,032 SH   SOLE   14,032 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   692,580 10,262 SH   SOLE   10,262 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,134,660 7,024 SH   SOLE   7,024 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   396,670 4,398 SH   SOLE   4,398 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   969,980 28,903 SH   SOLE   28,903 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   837,860 8,148 SH   SOLE   8,148 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   3,039,470 17,853 SH   SOLE   17,853 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,861,720 27,318 SH   SOLE   27,318 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   296,320 8,542 SH   SOLE   8,542 0 0
SNOWFLAKE INC CL A 833445109   655,980 4,046 SH   SOLE   4,046 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,348,090 23,317 SH   SOLE   23,317 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,686,520 7,546 SH   SOLE   7,546 0 0
UNION PAC CORP COM 907818108   551,530 2,616 SH   SOLE   2,616 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   6,658,900 152,587 SH   SOLE   152,587 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   2,781,540 56,662 SH   SOLE   56,662 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306   251,430 1,989 SH   SOLE   1,989 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876   1,638,460 12,662 SH   SOLE   12,662 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   4,331,000 110,176 SH   SOLE   110,176 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   4,247,840 56,721 SH   SOLE   56,721 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   200,020 956 SH   SOLE   956 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,975,620 42,598 SH   SOLE   42,598 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,258,530 104,273 SH   SOLE   104,273 0 0
VISA INC COM CL A 92826C839   4,269,890 17,786 SH   SOLE   17,786 0 0
WILLIAMS SONOMA INC COM 969904101   1,718,020 10,587 SH   SOLE   10,587 0 0
ZOETIS INC CL A 98978V103   4,086,770 23,329 SH   SOLE   23,329 0 0