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   5,185,736 10,460 SH   SOLE   10,460 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   9,078,265 21,784 SH   SOLE   21,784 0 0
ABBVIE INC COM 00287Y109   281,433 1,294 SH   SOLE   1,294 0 0
ADOBE INC COM 00724F101   1,262,072 5,192 SH   SOLE   5,192 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   3,210,260 60,858 SH   SOLE   60,858 0 0
ALPHABET INC CAP STK CL C 02079K107   19,316,958 67,339 SH   SOLE   67,339 0 0
ALPHABET INC CAP STK CL A 02079K305   3,245,115 11,285 SH   SOLE   11,285 0 0
AMAZON COM INC COM 023135106   11,537,534 55,397 SH   SOLE   55,397 0 0
AMERICAN TOWER CORP COM 03027X100   4,595,665 26,629 SH   SOLE   26,629 0 0
ANALOG DEVICES INC COM 032654105   502,344 1,579 SH   SOLE   1,579 0 0
APPLE INC COM 037833100   23,459,632 92,437 SH   SOLE   92,437 0 0
BLOOM ENERGY CORP COM CL A 093712107   663,766 4,899 SH   SOLE   4,899 0 0
BROADCOM INC COM 11135F101   517,811 1,673 SH   SOLE   1,673 0 0
CAMECO CORP COM 13321L108   4,342,989 39,987 SH   SOLE   39,987 0 0
CHEVRON CORPORATION COM 166764100   1,213,883 5,867 SH   SOLE   5,867 0 0
CISCO SYS INC COM 17275R102   5,539,563 71,395 SH   SOLE   71,395 0 0
COHERENT CORP COM 19247G107   8,387,851 35,212 SH   SOLE   35,212 0 0
CORNING INC COM 219350105   217,824 1,602 SH   SOLE   1,602 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   5,467,464 5,487 SH   SOLE   5,487 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,748,256 4,478 SH   SOLE   4,478 0 0
DATADOG INC CL A COM 23804L103   1,786,569 15,134 SH   SOLE   15,134 0 0
DEERE & CO COM 244199105   711,448 1,263 SH   SOLE   1,263 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,422,137 12,246 SH   SOLE   12,246 0 0
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   426,168 8,549 SH   SOLE   8,549 0 0
DISNEY WALT CO COM 254687106   5,233,854 54,304 SH   SOLE   54,304 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,850,392 40,402 SH   SOLE   40,402 0 0
ELECTRONIC ARTS INC COM 285512109   3,134,502 15,375 SH   SOLE   15,375 0 0
TCW ETF TRUST TRANSFORM SYSTEM 29287L205   444,249 4,544 SH   SOLE   4,544 0 0
TCW ETF TRUST FLEXIBLE INCOME 29287L700   206,364 5,255 SH   SOLE   5,255 0 0
EXXON MOBIL CORP COM 30231G102   3,487,363 20,555 SH   SOLE   20,555 0 0
META PLATFORMS INC CL A 30303M102   324,970 568 SH   SOLE   568 0 0
GILEAD SCIENCES INC COM 375558103   423,685 3,040 SH   SOLE   3,040 0 0
GSK PLC SPONSORED ADR 37733W204   4,717,411 85,476 SH   SOLE   85,476 0 0
HOME DEPOT INC COM 437076102   2,286,844 6,953 SH   SOLE   6,953 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   307,109 1,267 SH   SOLE   1,267 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   390,644 677 SH   SOLE   677 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   4,100,507 8,895 SH   SOLE   8,895 0 0
INTUIT COM 461202103   2,506,953 5,798 SH   SOLE   5,798 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   203,244 1,059 SH   SOLE   1,059 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,323,924 2,027 SH   SOLE   2,027 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   254,399 3,081 SH   SOLE   3,081 0 0
ISHARES TR CORE S&P MCP ETF 464287507   343,388 5,085 SH   SOLE   5,085 0 0
ISHARES TR CORE S&P SCP ETF 464287804   2,437,116 19,605 SH   SOLE   19,605 0 0
ISHARES TR MSCI INDIA ETF 46429B598   2,953,918 63,064 SH   SOLE   63,064 0 0
ISHARES TR CORE MSCI EAFE 46432F842   401,222 4,432 SH   SOLE   4,432 0 0
JPMORGAN CHASE & CO COM 46625H100   7,214,584 24,526 SH   SOLE   24,526 0 0
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274   27,782,743 587,373 SH   SOLE   587,373 0 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647   219,407 4,389 SH   SOLE   4,389 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   32,263,720 637,497 SH   SOLE   637,497 0 0
JOHNSON & JOHNSON COM 478160104   209,974 859 SH   SOLE   859 0 0
KINDER MORGAN INC DEL COM 49456B101   234,945 7,007 SH   SOLE   7,007 0 0
LAM RESEARCH CORP COM NEW 512807306   347,412 1,626 SH   SOLE   1,626 0 0
ELI LILLY & CO COM 532457108   625,699 680 SH   SOLE   680 0 0
MERCK & CO INC COM 58933Y105   7,965,527 66,219 SH   SOLE   66,219 0 0
MICROSOFT CORP COM 594918104   12,554,728 33,916 SH   SOLE   33,916 0 0
NETFLIX INC. COM 64110L106   561,516 5,840 SH   SOLE   5,840 0 0
NEXTERA ENERGY INC COM 65339F101   6,971,878 75,063 SH   SOLE   75,063 0 0
NIKE INC CL B 654106103   3,294,460 62,371 SH   SOLE   62,371 0 0
NORFOLK SOUTHN CORP COM 655844108   595,812 2,076 SH   SOLE   2,076 0 0
NVIDIA CORPORATION COM 67066G104   2,195,875 12,591 SH   SOLE   12,591 0 0
ORACLE CORP COM 68389X105   976,222 6,636 SH   SOLE   6,636 0 0
PEPSICO INC COM 713448108   302,040 1,945 SH   SOLE   1,945 0 0
PROCTER & GAMBLE CO COM 742718109   4,261,660 29,505 SH   SOLE   29,505 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   2,094,609 18,154 SH   SOLE   18,154 0 0
QUALCOMM INC COM 747525103   3,236,041 25,128 SH   SOLE   25,128 0 0
QUALYS INC COM 74758T303   281,120 3,200 SH   SOLE   3,200 0 0
RTX CORPORATION COM 75513E101   2,473,943 12,825 SH   SOLE   12,825 0 0
ROCKWELL AUTOMATION INC COM 773903109   4,858,238 13,537 SH   SOLE   13,537 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   2,684,278 4,127 SH   SOLE   4,127 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R101   2,618,525 89,737 SH   SOLE   89,737 0 0
SALESFORCE INC COM 79466L302   3,434,746 18,400 SH   SOLE   18,400 0 0
SCHWAB CHARLES CORP COM 808513105   2,477,745 26,365 SH   SOLE   26,365 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   537,501 21,414 SH   SOLE   21,414 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,072,977 36,897 SH   SOLE   36,897 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,275,375 69,055 SH   SOLE   69,055 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   331,612 10,809 SH   SOLE   10,809 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   11,844,280 478,557 SH   SOLE   478,557 0 0
SEA LTD SPONSORD ADS 81141R100   2,982,154 36,012 SH   SOLE   36,012 0 0
SELECT SECTOR SPDR TR STATE STREET MAT 81369Y100   281,877 5,641 SH   SOLE   5,641 0 0
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209   1,323,135 9,025 SH   SOLE   9,025 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y308   611,051 7,454 SH   SOLE   7,454 0 0
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407   1,350,993 12,397 SH   SOLE   12,397 0 0
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506   806,293 13,162 SH   SOLE   13,162 0 0
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605   1,459,109 29,555 SH   SOLE   29,555 0 0
SELECT SECTOR SPDR TR STATE STREET IND 81369Y704   1,344,983 8,316 SH   SOLE   8,316 0 0
SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803   3,513,648 26,438 SH   SOLE   26,438 0 0
SELECT SECTOR SPDR TR STATE STREET COM 81369Y852   1,598,204 14,416 SH   SOLE   14,416 0 0
SELECT SECTOR SPDR TR STATE STREET REA 81369Y860   469,267 11,493 SH   SOLE   11,493 0 0
SNOWFLAKE INC COM SHS 833445109   2,905,095 19,262 SH   SOLE   19,262 0 0
SOUTHERN CO COM 842587107   838,120 8,683 SH   SOLE   8,683 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,100,833 25,827 SH   SOLE   25,827 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,657,753 9,476 SH   SOLE   9,476 0 0
TRADEWEB MKTS INC CL A 892672106   4,348,126 36,955 SH   SOLE   36,955 0 0
UBER TECHNOLOGIES INC COM 90353T100   311,817 4,335 SH   SOLE   4,335 0 0
UNION PAC CORP COM 907818108   1,509,340 6,221 SH   SOLE   6,221 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   330,216 810 SH   SOLE   810 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   447,370 2,195 SH   SOLE   2,195 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   9,096,092 141,949 SH   SOLE   141,949 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605   407,616 4,114 SH   SOLE   4,114 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303   1,806,848 36,293 SH   SOLE   36,293 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876   330,438 1,668 SH   SOLE   1,668 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   10,793,553 199,696 SH   SOLE   199,696 0 0
VENTAS INC COM 92276F100   3,430,895 41,953 SH   SOLE   41,953 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   13,413,950 51,214 SH   SOLE   51,214 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   3,439,245 68,511 SH   SOLE   68,511 0 0
VISA INC COM CL A 92826C839   4,767,776 15,775 SH   SOLE   15,775 0 0
WELLS FARGO & CO COM 949746101   428,063 5,377 SH   SOLE   5,377 0 0
WILLIAMS SONOMA INC COM 969904101   5,141,381 28,198 SH   SOLE   28,198 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   1,736,517 19,205 SH   SOLE   19,205 0 0
ZOETIS INC CL A 98978V103   1,679,055 14,204 SH   SOLE   14,204 0 0