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   5,166,270 11,005 SH   SOLE   0 0 0
MEDTRONIC PLC SHS G5960L103   4,408,320 50,015 SH   SOLE   0 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   10,260,630 25,878 SH   SOLE   0 0 0
AT&T INC COM 00206R102   218,840 10,011 SH   SOLE   0 0 0
ABBVIE INC COM 00287Y109   233,740 1,211 SH   SOLE   0 0 0
ADOBE INC COM 00724F101   3,743,140 7,543 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL C 02079K107   13,793,560 83,244 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305   1,921,270 11,688 SH   SOLE   0 0 0
AMAZON COM INC COM 023135106   10,354,930 56,671 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100   5,655,530 25,216 SH   SOLE   0 0 0
ANALOG DEVICES INC COM 032654105   333,320 1,453 SH   SOLE   0 0 0
APPLE INC COM 037833100   21,292,160 94,309 SH   SOLE   0 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   277,730 612 SH   SOLE   0 0 0
BROADCOM INC COM 11135F101   437,370 2,420 SH   SOLE   0 0 0
CHEVRON CORP NEW COM 166764100   776,030 5,217 SH   SOLE   0 0 0
CISCO SYS INC COM 17275R102   4,411,000 83,653 SH   SOLE   0 0 0
COHERENT CORP COM 19247G107   2,639,650 26,971 SH   SOLE   0 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,180,510 5,818 SH   SOLE   0 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,131,020 3,860 SH   SOLE   0 0 0
DANAHER CORPORATION COM 235851102   215,050 800 SH   SOLE   0 0 0
DISNEY WALT CO COM 254687106   4,292,870 46,404 SH   SOLE   0 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,178,610 37,626 SH   SOLE   0 0 0
TCW ETF TRUST TRANSFORM SYSTEM 29287L205   339,030 4,544 SH   SOLE   0 0 0
EXXON MOBIL CORP COM 30231G102   2,269,210 18,594 SH   SOLE   0 0 0
META PLATFORMS INC CL A 30303M102   416,800 703 SH   SOLE   0 0 0
GILEAD SCIENCES INC COM 375558103   599,450 7,035 SH   SOLE   0 0 0
GSK PLC SPONSORED ADR 37733W204   3,245,990 85,376 SH   SOLE   0 0 0
HOME DEPOT INC COM 437076102   2,484,760 5,999 SH   SOLE   0 0 0
INTUIT COM 461202103   3,506,040 5,716 SH   SOLE   0 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   488,400 2,750 SH   SOLE   0 0 0
ISHARES TR CORE S&P TTL STK 464287150   329,290 2,627 SH   SOLE   0 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,234,870 2,144 SH   SOLE   0 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   735,800 8,921 SH   SOLE   0 0 0
ISHARES TR CORE S&P SCP ETF 464287804   2,272,220 19,836 SH   SOLE   0 0 0
JPMORGAN CHASE & CO. COM 46625H100   7,982,380 37,876 SH   SOLE   0 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   464,730 9,150 SH   SOLE   0 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   17,229,740 341,115 SH   SOLE   0 0 0
LANDSTAR SYS INC COM 515098101   847,510 4,556 SH   SOLE   0 0 0
LOWES COS INC COM 548661107   578,790 2,118 SH   SOLE   0 0 0
MERCK & CO INC COM 58933Y105   3,040,230 28,015 SH   SOLE   0 0 0
MICROSOFT CORP COM 594918104   15,922,830 38,395 SH   SOLE   0 0 0
NEXTERA ENERGY INC COM 65339F101   5,572,470 69,223 SH   SOLE   0 0 0
NIKE INC CL B 654106103   4,184,430 51,807 SH   SOLE   0 0 0
NORFOLK SOUTHN CORP COM 655844108   535,040 2,200 SH   SOLE   0 0 0
NVIDIA CORPORATION COM 67066G104   1,681,860 12,656 SH   SOLE   0 0 0
ORACLE CORP COM 68389X105   3,598,000 20,634 SH   SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103   3,655,450 45,040 SH   SOLE   0 0 0
PFIZER INC COM 717081103   1,706,930 58,497 SH   SOLE   0 0 0
PROCTER AND GAMBLE CO COM 742718109   4,552,040 27,070 SH   SOLE   0 0 0
QUALCOMM INC COM 747525103   6,035,910 36,287 SH   SOLE   0 0 0
QUALYS INC COM 74758T303   453,840 3,700 SH   SOLE   0 0 0
ROBLOX CORP CL A 771049103   1,889,100 46,633 SH   SOLE   0 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,328,920 12,507 SH   SOLE   0 0 0
SHELL PLC SPON ADS 780259305   1,900,680 27,841 SH   SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,280,000 3,978 SH   SOLE   0 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   2,551,030 87,454 SH   SOLE   0 0 0
SALESFORCE INC COM 79466L302   3,208,460 11,004 SH   SOLE   0 0 0
SCHWAB CHARLES CORP COM 808513105   1,495,920 23,050 SH   SOLE   0 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   939,970 18,518 SH   SOLE   0 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,171,720 73,893 SH   SOLE   0 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   6,533,880 161,850 SH   SOLE   0 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   669,470 13,778 SH   SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   2,222,710 23,316 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   348,650 3,691 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,740,090 11,464 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   790,830 9,756 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,244,430 6,317 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   342,190 3,757 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,232,700 27,182 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   999,210 7,375 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   3,665,750 16,083 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,807,650 19,985 SH   SOLE   0 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   395,580 9,129 SH   SOLE   0 0 0
SNOWFLAKE INC CL A 833445109   283,800 2,500 SH   SOLE   0 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,727,300 24,371 SH   SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,857,100 8,157 SH   SOLE   0 0 0
TILRAY BRANDS INC COM 88688T100   73,510 44,553 SH   SOLE   0 0 0
TREEHOUSE FOODS INC COM 89469A104   872,020 21,452 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COM 90353T100   527,400 6,924 SH   SOLE   0 0 0
UNION PAC CORP COM 907818108   600,550 2,528 SH   SOLE   0 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   279,660 806 SH   SOLE   0 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   276,090 1,461 SH   SOLE   0 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,926,870 153,028 SH   SOLE   0 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   9,512,980 191,408 SH   SOLE   0 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306   200,910 1,579 SH   SOLE   0 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   6,974,120 145,173 SH   SOLE   0 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,624,770 20,637 SH   SOLE   0 0 0
VENTAS INC COM 92276F100   4,479,680 71,813 SH   SOLE   0 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   251,030 956 SH   SOLE   0 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   11,888,670 50,562 SH   SOLE   0 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,177,860 117,652 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839   5,034,020 18,308 SH   SOLE   0 0 0
WILLIAMS SONOMA INC COM 969904101   3,237,660 21,652 SH   SOLE   0 0 0
ZOETIS INC CL A 98978V103   3,495,280 18,654 SH   SOLE   0 0 0
ZUORA INC COM CL A 98983V106   202,270 23,438 SH   SOLE   0 0 0