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   4,405,109 10,331 SH   SOLE   10,331 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   8,099,642 20,811 SH   SOLE   20,811 0 0
ABBVIE INC COM 00287Y109   294,067 1,287 SH   SOLE   1,287 0 0
ADOBE INC COM 00724F101   1,937,195 5,535 SH   SOLE   5,535 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   1,178,214 29,980 SH   SOLE   29,980 0 0
ALPHABET INC CAP STK CL C 02079K107   20,836,371 66,400 SH   SOLE   66,400 0 0
ALPHABET INC CAP STK CL A 02079K305   3,227,969 10,313 SH   SOLE   10,313 0 0
AMAZON COM INC COM 023135106   11,583,010 50,182 SH   SOLE   50,182 0 0
AMERICAN TOWER CORP NEW COM 03027X100   2,957,158 16,843 SH   SOLE   16,843 0 0
ANALOG DEVICES INC COM 032654105   427,683 1,577 SH   SOLE   1,577 0 0
APPLE INC COM 037833100   23,853,837 87,743 SH   SOLE   87,743 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   205,082 408 SH   SOLE   408 0 0
BLOOM ENERGY CORP COM CL A 093712107   500,313 5,758 SH   SOLE   5,758 0 0
BROADCOM INC COM 11135F101   659,667 1,906 SH   SOLE   1,906 0 0
CAMECO CORP COM 13321L108   3,570,672 39,028 SH   SOLE   39,028 0 0
CHEVRON CORP NEW COM 166764100   830,787 5,451 SH   SOLE   5,451 0 0
CISCO SYS INC COM 17275R102   5,349,142 69,442 SH   SOLE   69,442 0 0
COHERENT CORP COM 19247G107   8,424,698 45,645 SH   SOLE   45,645 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,692,037 5,441 SH   SOLE   5,441 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,938,792 4,136 SH   SOLE   4,136 0 0
DANAHER CORPORATION COM 235851102   217,474 950 SH   SOLE   950 0 0
DATADOG INC CL A COM 23804L103   1,909,436 14,041 SH   SOLE   14,041 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,777,051 11,821 SH   SOLE   11,821 0 0
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   422,527 8,437 SH   SOLE   8,437 0 0
DISNEY WALT CO COM 254687106   5,816,418 51,124 SH   SOLE   51,124 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,427,445 35,509 SH   SOLE   35,509 0 0
ELECTRONIC ARTS INC COM 285512109   3,141,574 15,375 SH   SOLE   15,375 0 0
TCW ETF TRUST TRANSFORM SYSTEM 29287L205   436,932 4,544 SH   SOLE   4,544 0 0
EXXON MOBIL CORP COM 30231G102   2,422,927 20,134 SH   SOLE   20,134 0 0
META PLATFORMS INC CL A 30303M102   440,941 668 SH   SOLE   668 0 0
GILEAD SCIENCES INC COM 375558103   519,804 4,235 SH   SOLE   4,235 0 0
GSK PLC SPONSORED ADR 37733W204   4,206,202 85,771 SH   SOLE   85,771 0 0
HOME DEPOT INC COM 437076102   2,279,393 6,624 SH   SOLE   6,624 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   4,765,354 8,414 SH   SOLE   8,414 0 0
INTUIT COM 461202103   3,659,230 5,524 SH   SOLE   5,524 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   304,006 1,587 SH   SOLE   1,587 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,241,353 1,812 SH   SOLE   1,812 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   255,169 3,081 SH   SOLE   3,081 0 0
ISHARES TR CORE S&P SCP ETF 464287804   2,135,719 17,771 SH   SOLE   17,771 0 0
ISHARES TR MSCI INDIA ETF 46429B598   3,240,893 59,961 SH   SOLE   59,961 0 0
JPMORGAN CHASE & CO. COM 46625H100   7,442,010 23,096 SH   SOLE   23,096 0 0
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   23,641,822 497,126 SH   SOLE   497,126 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   29,455,159 582,233 SH   SOLE   582,233 0 0
LAM RESEARCH CORP COM NEW 512807306   281,592 1,645 SH   SOLE   1,645 0 0
MERCK & CO INC COM 58933Y105   6,762,362 64,244 SH   SOLE   64,244 0 0
MICROSOFT CORP COM 594918104   16,064,937 33,218 SH   SOLE   33,218 0 0
NEXTERA ENERGY INC COM 65339F101   5,906,785 73,577 SH   SOLE   73,577 0 0
NIKE INC CL B 654106103   3,714,767 58,307 SH   SOLE   58,307 0 0
NORFOLK SOUTHN CORP COM 655844108   599,094 2,075 SH   SOLE   2,075 0 0
NVIDIA CORPORATION COM 67066G104   2,213,942 11,871 SH   SOLE   11,871 0 0
ORACLE CORP COM 68389X105   1,299,271 6,666 SH   SOLE   6,666 0 0
PAYPAL HLDGS INC COM 70450Y103   1,750,059 29,977 SH   SOLE   29,977 0 0
PEPSICO INC COM 713448108   289,193 2,015 SH   SOLE   2,015 0 0
PROCTER AND GAMBLE CO COM 742718109   3,997,304 27,893 SH   SOLE   27,893 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   1,439,735 17,633 SH   SOLE   17,633 0 0
QUALCOMM INC COM 747525103   4,164,973 24,349 SH   SOLE   24,349 0 0
QUALYS INC COM 74758T303   425,280 3,200 SH   SOLE   3,200 0 0
RTX CORPORATION COM 75513E101   2,284,614 12,457 SH   SOLE   12,457 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,038,543 12,950 SH   SOLE   12,950 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,220,368 3,256 SH   SOLE   3,256 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R101   2,296,426 78,430 SH   SOLE   78,430 0 0
SALESFORCE INC COM 79466L302   4,710,390 17,781 SH   SOLE   17,781 0 0
SCHWAB CHARLES CORP COM 808513105   2,293,993 22,961 SH   SOLE   22,961 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   937,373 32,913 SH   SOLE   32,913 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,261,564 69,055 SH   SOLE   69,055 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   10,675,029 444,053 SH   SOLE   444,053 0 0
SEA LTD SPONSORD ADS 81141R100   5,234,580 41,033 SH   SOLE   41,033 0 0
SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100   237,579 5,239 SH   SOLE   5,239 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209   1,362,655 8,803 SH   SOLE   8,803 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y308   583,099 7,506 SH   SOLE   7,506 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407   1,330,417 11,142 SH   SOLE   11,142 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506   580,064 12,974 SH   SOLE   12,974 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   1,530,479 27,944 SH   SOLE   27,944 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704   1,245,783 8,031 SH   SOLE   8,031 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803   3,566,442 24,772 SH   SOLE   24,772 0 0
SELECT SECTOR SPDR TR STATE STREET COM 81369Y852   1,645,984 13,982 SH   SOLE   13,982 0 0
SELECT SECTOR SPDR TR STATE STREET REA 81369Y860   452,957 11,226 SH   SOLE   11,226 0 0
SNOWFLAKE INC COM SHS 833445109   3,882,672 17,700 SH   SOLE   17,700 0 0
SOUTHERN CO COM 842587107   752,722 8,632 SH   SOLE   8,632 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   6,165,459 24,081 SH   SOLE   24,081 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,146,113 8,881 SH   SOLE   8,881 0 0
TRADEWEB MKTS INC CL A 892672106   3,839,071 35,699 SH   SOLE   35,699 0 0
UBER TECHNOLOGIES INC COM 90353T100   354,213 4,335 SH   SOLE   4,335 0 0
UNION PAC CORP COM 907818108   832,521 3,599 SH   SOLE   3,599 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   376,494 847 SH   SOLE   847 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   453,674 2,215 SH   SOLE   2,215 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   8,963,321 143,482 SH   SOLE   143,482 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605   205,834 2,053 SH   SOLE   2,053 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   4,006,040 80,378 SH   SOLE   80,378 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876   292,482 1,581 SH   SOLE   1,581 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   9,667,483 179,827 SH   SOLE   179,827 0 0
VENTAS INC COM 92276F100   3,216,511 41,568 SH   SOLE   41,568 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   12,690,517 49,198 SH   SOLE   49,198 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,697,705 66,234 SH   SOLE   66,234 0 0
VISA INC COM CL A 92826C839   5,372,591 15,319 SH   SOLE   15,319 0 0
WELLS FARGO CO NEW COM 949746101   443,260 4,756 SH   SOLE   4,756 0 0
WILLIAMS SONOMA INC COM 969904101   4,890,547 27,384 SH   SOLE   27,384 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,624,675 18,068 SH   SOLE   18,068 0 0
ZOETIS INC CL A 98978V103   1,793,846 14,257 SH   SOLE   14,257 0 0