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   5,027,480 10,584 SH   SOLE   0 0 10,584
TRANE TECHNOLOGIES PLC SHS G8994E103   9,349,370 22,157 SH   SOLE   0 0 22,157
ADOBE INC COM 00724F101   3,011,430 8,537 SH   SOLE   0 0 8,537
ADVANCE AUTO PARTS INC COM 00751Y106   1,995,930 32,507 SH   SOLE   0 0 32,507
ALPHABET INC CAP STK CL C 02079K107   19,852,530 81,513 SH   SOLE   0 0 81,513
ALPHABET INC CAP STK CL A 02079K305   2,724,670 11,208 SH   SOLE   0 0 11,208
AMAZON COM INC COM 023135106   11,874,790 54,082 SH   SOLE   0 0 54,082
AMERICAN TOWER CORP NEW COM 03027X100   5,437,150 28,271 SH   SOLE   0 0 28,271
ANALOG DEVICES INC COM 032654105   387,470 1,577 SH   SOLE   0 0 1,577
APPLE INC COM 037833100   23,269,130 91,384 SH   SOLE   0 0 91,384
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   202,610 403 SH   SOLE   0 0 403
BLOOM ENERGY CORP COM CL A 093712107   503,870 5,958 SH   SOLE   0 0 5,958
BROADCOM INC COM 11135F101   631,780 1,915 SH   SOLE   0 0 1,915
CAMECO CORP COM 13321L108   3,255,950 38,826 SH   SOLE   0 0 38,826
CHEVRON CORP NEW COM 166764100   978,480 6,301 SH   SOLE   0 0 6,301
CISCO SYS INC COM 17275R102   5,315,980 77,696 SH   SOLE   0 0 77,696
COHERENT CORP COM 19247G107   5,037,850 46,768 SH   SOLE   0 0 46,768
COSTCO WHSL CORP NEW COM 22160K105   5,057,690 5,464 SH   SOLE   0 0 5,464
CROWDSTRIKE HLDGS INC CL A 22788C105   1,985,060 4,048 SH   SOLE   0 0 4,048
DATADOG INC CL A COM 23804L103   1,987,900 13,960 SH   SOLE   0 0 13,960
DIAMONDBACK ENERGY INC COM 25278X109   1,659,250 11,595 SH   SOLE   0 0 11,595
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   420,370 8,437 SH   SOLE   0 0 8,437
DISNEY WALT CO COM 254687106   5,700,650 49,787 SH   SOLE   0 0 49,787
DUPONT DE NEMOURS INC COM 26614N102   2,947,080 37,832 SH   SOLE   0 0 37,832
ELECTRONIC ARTS INC COM 285512109   4,260,910 21,125 SH   SOLE   0 0 21,125
TCW ETF TRUST TRANSFORM SYSTEM 29287L205   443,910 4,544 SH   SOLE   0 0 4,544
EXXON MOBIL CORP COM 30231G102   2,264,470 20,084 SH   SOLE   0 0 20,084
META PLATFORMS INC CL A 30303M102   549,320 748 SH   SOLE   0 0 748
GILEAD SCIENCES INC COM 375558103   470,090 4,235 SH   SOLE   0 0 4,235
GSK PLC SPONSORED ADR 37733W204   3,674,070 85,127 SH   SOLE   0 0 85,127
HOME DEPOT INC COM 437076102   2,461,620 6,075 SH   SOLE   0 0 6,075
INTUITIVE SURGICAL INC COM NEW 46120E602   3,645,820 8,152 SH   SOLE   0 0 8,152
INTUIT COM 461202103   3,832,510 5,612 SH   SOLE   0 0 5,612
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   494,550 2,607 SH   SOLE   0 0 2,607
ISHARES TR CORE S&P500 ETF 464287200   1,246,440 1,862 SH   SOLE   0 0 1,862
ISHARES TR 1 3 YR TREAS BD 464287457   303,050 3,653 SH   SOLE   0 0 3,653
ISHARES TR CORE S&P SCP ETF 464287804   2,187,540 18,409 SH   SOLE   0 0 18,409
ISHARES TR MSCI INDIA ETF 46429B598   3,049,680 58,580 SH   SOLE   0 0 58,580
JPMORGAN CHASE & CO. COM 46625H100   7,722,060 24,481 SH   SOLE   0 0 24,481
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   17,698,210 371,733 SH   SOLE   0 0 371,733
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   24,927,440 491,375 SH   SOLE   0 0 491,375
LAM RESEARCH CORP COM NEW 512807306   216,920 1,620 SH   SOLE   0 0 1,620
LOWES COS INC COM 548661107   412,900 1,643 SH   SOLE   0 0 1,643
MERCK & CO INC COM 58933Y105   5,450,110 64,936 SH   SOLE   0 0 64,936
MICROSOFT CORP COM 594918104   19,037,820 36,756 SH   SOLE   0 0 36,756
NEXTERA ENERGY INC COM 65339F101   5,583,340 73,961 SH   SOLE   0 0 73,961
NIKE INC CL B 654106103   4,108,400 58,919 SH   SOLE   0 0 58,919
NORFOLK SOUTHN CORP COM 655844108   690,940 2,300 SH   SOLE   0 0 2,300
NVIDIA CORPORATION COM 67066G104   2,509,690 13,451 SH   SOLE   0 0 13,451
ORACLE CORP COM 68389X105   2,068,520 7,355 SH   SOLE   0 0 7,355
PAYPAL HLDGS INC COM 70450Y103   3,274,610 48,831 SH   SOLE   0 0 48,831
PEPSICO INC COM 713448108   286,780 2,042 SH   SOLE   0 0 2,042
PROCTER AND GAMBLE CO COM 742718109   4,266,510 27,768 SH   SOLE   0 0 27,768
QUALCOMM INC COM 747525103   5,214,460 31,344 SH   SOLE   0 0 31,344
QUALYS INC COM 74758T303   423,460 3,200 SH   SOLE   0 0 3,200
ROCKWELL AUTOMATION INC COM 773903109   4,565,640 13,062 SH   SOLE   0 0 13,062
SHELL PLC SPON ADS 780259305   2,250,420 31,461 SH   SOLE   0 0 31,461
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,365,640 3,551 SH   SOLE   0 0 3,551
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101   2,259,770 77,073 SH   SOLE   0 0 77,073
SALESFORCE INC COM 79466L302   3,974,510 16,770 SH   SOLE   0 0 16,770
SCHWAB CHARLES CORP COM 808513105   2,182,020 22,856 SH   SOLE   0 0 22,856
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   942,550 33,783 SH   SOLE   0 0 33,783
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,343,780 70,236 SH   SOLE   0 0 70,236
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   9,387,700 403,251 SH   SOLE   0 0 403,251
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   235,850 9,666 SH   SOLE   0 0 9,666
SEA LTD SPONSORD ADS 81141R100   4,462,000 24,965 SH   SOLE   0 0 24,965
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   261,030 2,913 SH   SOLE   0 0 2,913
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,264,710 9,087 SH   SOLE   0 0 9,087
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   575,870 7,348 SH   SOLE   0 0 7,348
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   1,422,380 5,935 SH   SOLE   0 0 5,935
SELECT SECTOR SPDR TR ENERGY 81369Y506   606,680 6,791 SH   SOLE   0 0 6,791
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   1,637,230 30,392 SH   SOLE   0 0 30,392
SELECT SECTOR SPDR TR INDL 81369Y704   1,141,600 7,402 SH   SOLE   0 0 7,402
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   3,738,280 13,263 SH   SOLE   0 0 13,263
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,932,030 16,322 SH   SOLE   0 0 16,322
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   390,500 9,269 SH   SOLE   0 0 9,269
SNOWFLAKE INC COM SHS 833445109   270,660 1,200 SH   SOLE   0 0 1,200
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,297,530 24,375 SH   SOLE   0 0 24,375
THERMO FISHER SCIENTIFIC INC COM 883556102   4,268,190 8,800 SH   SOLE   0 0 8,800
TILRAY BRANDS INC COM 88688T100   77,080 44,553 SH   SOLE   0 0 44,553
TRADEWEB MKTS INC CL A 892672106   1,687,670 15,207 SH   SOLE   0 0 15,207
UBER TECHNOLOGIES INC COM 90353T100   446,450 4,557 SH   SOLE   0 0 4,557
UNION PAC CORP COM 907818108   728,020 3,080 SH   SOLE   0 0 3,080
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   393,970 905 SH   SOLE   0 0 905
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   420,900 2,110 SH   SOLE   0 0 2,110
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   9,073,690 151,430 SH   SOLE   0 0 151,430
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605   204,830 2,053 SH   SOLE   0 0 2,053
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   6,968,450 139,383 SH   SOLE   0 0 139,383
VANGUARD WORLD FD UTILITIES ETF 92204A876   307,900 1,626 SH   SOLE   0 0 1,626
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   9,467,120 174,735 SH   SOLE   0 0 174,735
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   259,270 3,244 SH   SOLE   0 0 3,244
VENTAS INC COM 92276F100   5,090,280 72,729 SH   SOLE   0 0 72,729
VANGUARD INDEX FDS SMALL CP ETF 922908751   12,296,220 48,357 SH   SOLE   0 0 48,357
VERIZON COMMUNICATIONS INC COM 92343V104   2,860,260 65,080 SH   SOLE   0 0 65,080
VISA INC COM CL A 92826C839   5,535,200 16,214 SH   SOLE   0 0 16,214
WILLIAMS SONOMA INC COM 969904101   5,298,500 27,109 SH   SOLE   0 0 27,109
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,916,810 19,460 SH   SOLE   0 0 19,460
ZOETIS INC CL A 98978V103   2,852,860 19,497 SH   SOLE   0 0 19,497