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   4,751,040 11,018 SH   SOLE   11,018 0 0
MEDTRONIC PLC SHS G5960L103   3,779,810 49,165 SH   SOLE   49,165 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,625,840 25,846 SH   SOLE   25,846 0 0
ADOBE INC COM 00724F101   4,115,530 7,271 SH   SOLE   7,271 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,298,790 14,044 SH   SOLE   14,044 0 0
ALPHABET INC CAP STK CL C 02079K107   15,649,440 82,175 SH   SOLE   82,175 0 0
ALPHABET INC CAP STK CL A 02079K305   2,170,810 11,487 SH   SOLE   11,487 0 0
AMAZON COM INC COM 023135106   10,967,090 55,017 SH   SOLE   55,017 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,832,520 24,661 SH   SOLE   24,661 0 0
ANALOG DEVICES INC COM 032654105   337,110 1,453 SH   SOLE   1,453 0 0
APPLE INC COM 037833100   21,093,650 92,241 SH   SOLE   92,241 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   232,760 567 SH   SOLE   567 0 0
BROADCOM INC COM 11135F101   467,990 270 SH   SOLE   270 0 0
CHEVRON CORP NEW COM 166764100   651,390 4,258 SH   SOLE   4,258 0 0
CISCO SYS INC COM 17275R102   3,822,430 83,459 SH   SOLE   83,459 0 0
COHERENT CORP COM 19247G107   1,953,760 26,012 SH   SOLE   26,012 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,136,660 5,792 SH   SOLE   5,792 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   1,789,110 14,124 SH   SOLE   14,124 0 0
DISNEY WALT CO COM 254687106   3,730,710 38,441 SH   SOLE   38,441 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,916,100 37,134 SH   SOLE   37,134 0 0
TCW ETF TRUST TRANSFORM SYSTEM 29287L205   314,630 4,544 SH   SOLE   4,544 0 0
EXXON MOBIL CORP COM 30231G102   1,844,440 16,626 SH   SOLE   16,626 0 0
META PLATFORMS INC CL A 30303M102   323,300 610 SH   SOLE   610 0 0
GILEAD SCIENCES INC COM 375558103   467,880 6,905 SH   SOLE   6,905 0 0
GSK PLC SPONSORED ADR 37733W204   3,227,560 83,616 SH   SOLE   83,616 0 0
HOME DEPOT INC COM 437076102   3,249,280 9,639 SH   SOLE   9,639 0 0
INTUIT COM 461202103   3,695,700 5,682 SH   SOLE   5,682 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   466,600 2,850 SH   SOLE   2,850 0 0
ISHARES TR CORE S&P TTL STK 464287150   317,740 2,627 SH   SOLE   2,627 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,214,020 2,172 SH   SOLE   2,172 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   765,920 9,384 SH   SOLE   9,384 0 0
ISHARES TR CORE S&P SCP ETF 464287804   2,130,120 20,183 SH   SOLE   20,183 0 0
JPMORGAN CHASE & CO. COM 46625H100   7,712,130 37,144 SH   SOLE   37,144 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   463,720 9,150 SH   SOLE   9,150 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   16,466,510 327,041 SH   SOLE   327,041 0 0
LANDSTAR SYS INC COM 515098101   760,350 4,389 SH   SOLE   4,389 0 0
LOWES COS INC COM 548661107   458,190 2,118 SH   SOLE   2,118 0 0
MERCK & CO INC COM 58933Y105   3,406,780 27,029 SH   SOLE   27,029 0 0
MICROSOFT CORP COM 594918104   17,401,910 37,868 SH   SOLE   37,868 0 0
NEXTERA ENERGY INC COM 65339F101   4,815,400 66,769 SH   SOLE   66,769 0 0
NIKE INC CL B 654106103   2,384,930 32,914 SH   SOLE   32,914 0 0
NORFOLK SOUTHN CORP COM 655844108   491,630 2,300 SH   SOLE   2,300 0 0
NVIDIA CORPORATION COM 67066G104   1,153,520 8,780 SH   SOLE   8,780 0 0
ORACLE CORP COM 68389X105   2,729,770 19,404 SH   SOLE   19,404 0 0
PAYPAL HLDGS INC COM 70450Y103   2,592,280 43,937 SH   SOLE   43,937 0 0
PFIZER INC COM 717081103   1,577,490 56,908 SH   SOLE   56,908 0 0
PROCTER AND GAMBLE CO COM 742718109   4,350,460 26,261 SH   SOLE   26,261 0 0
QUALCOMM INC COM 747525103   7,103,510 34,297 SH   SOLE   34,297 0 0
QUALYS INC COM 74758T303   516,150 3,700 SH   SOLE   3,700 0 0
ROBLOX CORP CL A 771049103   1,794,490 45,557 SH   SOLE   45,557 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,573,480 6,023 SH   SOLE   6,023 0 0
SHELL PLC SPON ADS 780259305   1,995,920 27,500 SH   SOLE   27,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,279,900 4,102 SH   SOLE   4,102 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   2,328,400 80,651 SH   SOLE   80,651 0 0
SALESFORCE INC COM 79466L302   2,698,990 10,692 SH   SOLE   10,692 0 0
SCHWAB CHARLES CORP COM 808513105   1,650,490 22,145 SH   SOLE   22,145 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   870,160 18,518 SH   SOLE   18,518 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,018,180 74,116 SH   SOLE   74,116 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   5,943,350 152,589 SH   SOLE   152,589 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   681,720 14,173 SH   SOLE   14,173 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   322,050 3,691 SH   SOLE   3,691 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,703,650 11,753 SH   SOLE   11,753 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   770,210 9,995 SH   SOLE   9,995 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,211,250 6,374 SH   SOLE   6,374 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   353,920 3,987 SH   SOLE   3,987 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,150,020 27,545 SH   SOLE   27,545 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   946,010 7,829 SH   SOLE   7,829 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   3,919,220 16,729 SH   SOLE   16,729 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,781,340 20,419 SH   SOLE   20,419 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   338,310 8,810 SH   SOLE   8,810 0 0
SNOWFLAKE INC CL A 833445109   343,650 2,500 SH   SOLE   2,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,580,010 23,969 SH   SOLE   23,969 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,263,930 8,017 SH   SOLE   8,017 0 0
TILRAY BRANDS INC COM 88688T100   78,410 44,553 SH   SOLE   44,553 0 0
UBER TECHNOLOGIES INC COM 90353T100   490,900 6,883 SH   SOLE   6,883 0 0
UNION PAC CORP COM 907818108   513,640 2,316 SH   SOLE   2,316 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   340,690 983 SH   SOLE   983 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   298,340 1,699 SH   SOLE   1,699 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,684,260 153,409 SH   SOLE   153,409 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   8,489,240 171,708 SH   SOLE   171,708 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   6,287,180 140,182 SH   SOLE   140,182 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,731,180 22,358 SH   SOLE   22,358 0 0
VENTAS INC COM 92276F100   3,712,850 71,073 SH   SOLE   71,073 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   230,910 956 SH   SOLE   956 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   10,678,790 49,418 SH   SOLE   49,418 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,759,340 115,238 SH   SOLE   115,238 0 0
VISA INC COM CL A 92826C839   4,817,230 18,148 SH   SOLE   18,148 0 0
WILLIAMS SONOMA INC COM 969904101   3,027,840 21,290 SH   SOLE   21,290 0 0
ZOETIS INC CL A 98978V103   4,435,140 25,454 SH   SOLE   25,454 0 0
ZUORA INC COM CL A 98983V106   205,080 23,438 SH   SOLE   23,438 0 0