ABBVIE INC COM 00287Y109 322574 1996 SH SOLE 0 0 1996 ADOBE SYSTEMS INCORPORATED COM 00724F101 212350 631 SH SOLE 0 0 631 ADVANCED MICRO DEVICES INC COM 007903107 307075 4741 SH SOLE 0 0 4741 ALPHABET INC CAP STK CL A 02079K305 852302 9660 SH SOLE 0 0 9660 ALPHABET INC CAP STK CL C 02079K107 275684 3107 SH SOLE 0 0 3107 AMAZON COM INC COM 023135106 961632 11448 SH SOLE 0 0 11448 AMERIPRISE FINL INC COM 03076C106 954405 3065 SH SOLE 0 0 3065 AMGEN INC COM 031162100 1622080 6176 SH SOLE 0 0 6176 AON PLC SHS CL A G0403H108 358669 1195 SH SOLE 0 0 1195 APPLE INC COM 037833100 4487842 34540 SH SOLE 0 0 34540 APPLIED MATLS INC COM 038222105 208880 2145 SH SOLE 0 0 2145 BANK AMERICA CORP COM 060505104 202032 6100 SH SOLE 0 0 6100 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3141822 10171 SH SOLE 0 0 10171 BLACKSTONE INC COM 09260D107 728489 9819 SH SOLE 0 0 9819 BRISTOL-MYERS SQUIBB CO COM 110122108 278806 3875 SH SOLE 0 0 3875 CATERPILLAR INC COM 149123101 307355 1283 SH SOLE 0 0 1283 CHUBB LIMITED COM H1467J104 386050 1750 SH SOLE 0 0 1750 COCA COLA CO COM 191216100 1163044 18284 SH SOLE 0 0 18284 COLGATE PALMOLIVE CO COM 194162103 1202902 15267 SH SOLE 0 0 15267 CONSTELLATION BRANDS INC CL A 21036P108 358054 1545 SH SOLE 0 0 1545 DANAHER CORPORATION COM 235851102 1125413 4240 SH SOLE 0 0 4240 DIAGEO PLC SPON ADR NEW 25243Q205 882041 4950 SH SOLE 0 0 4950 EATON CORP PLC SHS G29183103 229932 1465 SH SOLE 0 0 1465 EATON VANCE LTD DURATION INC COM 27828H105 149301 15900 SH SOLE 0 0 15900 EATON VANCE SR FLTNG RTE TR COM 27828Q105 197732 18074 SH SOLE 0 0 18074 EXACT SCIENCES CORP COM 30063P105 1849199 37350 SH SOLE 0 0 37350 EXXON MOBIL CORP COM 30231G102 355433 3222 SH SOLE 0 0 3222 HONEYWELL INTL INC COM 438516106 1077013 5026 SH SOLE 0 0 5026 ILLINOIS TOOL WKS INC COM 452308109 670814 3045 SH SOLE 0 0 3045 INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 200941 2208 SH SOLE 0 0 2208 INVESCO QQQ TR UNIT SER 1 46090E103 2987814 11221 SH SOLE 0 0 11221 ISHARES INC MSCI GBL GOLD MN 46434G855 368445 16500 SH SOLE 0 0 16500 ISHARES TR S&P MC 400GR ETF 464287606 232215 3400 SH SOLE 0 0 3400 ISHARES TR CORE S&P500 ETF 464287200 5115450 13314 SH SOLE 0 0 13314 ISHARES TR CORE S&P MCP ETF 464287507 729214 3015 SH SOLE 0 0 3015 ISHARES TR CORE S&P SCP ETF 464287804 306017 3233 SH SOLE 0 0 3233 ISHARES TR RUS 1000 GRW ETF 464287614 229200 1070 SH SOLE 0 0 1070 ISHARES TR US CONSM STAPLES 464287812 202780 1000 SH SOLE 0 0 1000 ISHARES TR MSCI EAFE ETF 464287465 1298563 19783 SH SOLE 0 0 19783 ISHARES TR CORE MSCI EAFE 46432F842 1009306 16374 SH SOLE 0 0 16374 ISHARES TR SHORT TREAS BD 464288679 3099701 28200 SH SOLE 0 0 28200 ISHARES TR BLACKROCK ULTRA 46434V878 1227251 24525 SH SOLE 0 0 24525 JOHNSON & JOHNSON COM 478160104 640848 3628 SH SOLE 0 0 3628 JPMORGAN CHASE & CO COM 46625H100 670098 4997 SH SOLE 0 0 4997 LILLY ELI & CO COM 532457108 677170 1851 SH SOLE 0 0 1851 LOCKHEED MARTIN CORP COM 539830109 202380 416 SH SOLE 0 0 416 MERCK & CO INC COM 58933Y105 350577 3160 SH SOLE 0 0 3160 META PLATFORMS INC CL A 30303M102 330935 2750 SH SOLE 0 0 2750 MICROSOFT CORP COM 594918104 2552739 10644 SH SOLE 0 0 10644 MONDELEZ INTL INC CL A 609207105 1055149 15831 SH SOLE 0 0 15831 MORGAN STANLEY COM NEW 617446448 5331916 62714 SH SOLE 0 0 62714 NETFLIX INC COM 64110L106 269559 914 SH SOLE 0 0 914 PALANTIR TECHNOLOGIES INC CL A 69608A108 199437 31065 SH SOLE 0 0 31065 PFIZER INC COM 717081103 604781 11803 SH SOLE 0 0 11803 PROCTER AND GAMBLE CO COM 742718109 621710 4102 SH SOLE 0 0 4102 QUALCOMM INC COM 747525103 340814 3100 SH SOLE 0 0 3100 RAYTHEON TECHNOLOGIES CORP COM 75513E101 415881 4121 SH SOLE 0 0 4121 SCPHARMACEUTICALS INC COM 810648105 75945 10592 SH SOLE 0 0 10592 SEMRUSH HLDGS INC CL A COM 81686C104 81400 10000 SH SOLE 0 0 10000 SPDR GOLD TR GOLD SHS 78463V107 432412 2549 SH SOLE 0 0 2549 SPDR S&P 500 ETF TR TR UNIT 78462F103 2487594 6505 SH SOLE 0 0 6505 SPDR SER TR S&P DIVID ETF 78464A763 867831 6937 SH SOLE 0 0 6937 SPDR SER TR S&P 600 SMCP GRW 78464A201 504893 6989 SH SOLE 0 0 6989 SPDR SER TR S&P 600 SML CAP 78464A813 545770 6639 SH SOLE 0 0 6639 SQZ BIOTECHNOLOGIES CO COM 78472W104 38263 51707 SH SOLE 0 0 51707 THERMO FISHER SCIENTIFIC INC COM 883556102 216421 393 SH SOLE 0 0 393 UNILEVER PLC SPON ADR NEW 904767704 892954 17735 SH SOLE 0 0 17735 UNITEDHEALTH GROUP INC COM 91324P102 396820 748 SH SOLE 0 0 748 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8585714 114050 SH SOLE 0 0 114050 VANGUARD INDEX FDS VALUE ETF 922908744 469349 3344 SH SOLE 0 0 3344 VANGUARD INDEX FDS TOTAL STK MKT 922908769 535472 2801 SH SOLE 0 0 2801 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2990205 36254 SH SOLE 0 0 36254 VANGUARD INDEX FDS SMALL CP ETF 922908751 7750124 42226 SH SOLE 0 0 42226 VANGUARD INDEX FDS MID CAP ETF 922908629 9743222 47805 SH SOLE 0 0 47805 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15104422 42991 SH SOLE 0 0 42991 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 343250 6846 SH SOLE 0 0 6846 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 345949 4601 SH SOLE 0 0 4601 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9230468 60787 SH SOLE 0 0 60787 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5650379 134629 SH SOLE 0 0 134629 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 302165 2792 SH SOLE 0 0 2792 WISDOMTREE TR US TOTAL DIVIDND 97717W109 391041 6447 SH SOLE 0 0 6447