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
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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
ABBVIE INC COM 00287Y109   322,574 1,996 SH   SOLE   0 0 1,996
ADOBE SYSTEMS INCORPORATED COM 00724F101   212,350 631 SH   SOLE   0 0 631
ADVANCED MICRO DEVICES INC COM 007903107   307,075 4,741 SH   SOLE   0 0 4,741
ALPHABET INC CAP STK CL A 02079K305   852,302 9,660 SH   SOLE   0 0 9,660
ALPHABET INC CAP STK CL C 02079K107   275,684 3,107 SH   SOLE   0 0 3,107
AMAZON COM INC COM 023135106   961,632 11,448 SH   SOLE   0 0 11,448
AMERIPRISE FINL INC COM 03076C106   954,405 3,065 SH   SOLE   0 0 3,065
AMGEN INC COM 031162100   1,622,080 6,176 SH   SOLE   0 0 6,176
AON PLC SHS CL A G0403H108   358,669 1,195 SH   SOLE   0 0 1,195
APPLE INC COM 037833100   4,487,842 34,540 SH   SOLE   0 0 34,540
APPLIED MATLS INC COM 038222105   208,880 2,145 SH   SOLE   0 0 2,145
BANK AMERICA CORP COM 060505104   202,032 6,100 SH   SOLE   0 0 6,100
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,141,822 10,171 SH   SOLE   0 0 10,171
BLACKSTONE INC COM 09260D107   728,489 9,819 SH   SOLE   0 0 9,819
BRISTOL-MYERS SQUIBB CO COM 110122108   278,806 3,875 SH   SOLE   0 0 3,875
CATERPILLAR INC COM 149123101   307,355 1,283 SH   SOLE   0 0 1,283
CHUBB LIMITED COM H1467J104   386,050 1,750 SH   SOLE   0 0 1,750
COCA COLA CO COM 191216100   1,163,044 18,284 SH   SOLE   0 0 18,284
COLGATE PALMOLIVE CO COM 194162103   1,202,902 15,267 SH   SOLE   0 0 15,267
CONSTELLATION BRANDS INC CL A 21036P108   358,054 1,545 SH   SOLE   0 0 1,545
DANAHER CORPORATION COM 235851102   1,125,413 4,240 SH   SOLE   0 0 4,240
DIAGEO PLC SPON ADR NEW 25243Q205   882,041 4,950 SH   SOLE   0 0 4,950
EATON CORP PLC SHS G29183103   229,932 1,465 SH   SOLE   0 0 1,465
EATON VANCE LTD DURATION INC COM 27828H105   149,301 15,900 SH   SOLE   0 0 15,900
EATON VANCE SR FLTNG RTE TR COM 27828Q105   197,732 18,074 SH   SOLE   0 0 18,074
EXACT SCIENCES CORP COM 30063P105   1,849,199 37,350 SH   SOLE   0 0 37,350
EXXON MOBIL CORP COM 30231G102   355,433 3,222 SH   SOLE   0 0 3,222
HONEYWELL INTL INC COM 438516106   1,077,013 5,026 SH   SOLE   0 0 5,026
ILLINOIS TOOL WKS INC COM 452308109   670,814 3,045 SH   SOLE   0 0 3,045
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639   200,941 2,208 SH   SOLE   0 0 2,208
INVESCO QQQ TR UNIT SER 1 46090E103   2,987,814 11,221 SH   SOLE   0 0 11,221
ISHARES INC MSCI GBL GOLD MN 46434G855   368,445 16,500 SH   SOLE   0 0 16,500
ISHARES TR S&P MC 400GR ETF 464287606   232,215 3,400 SH   SOLE   0 0 3,400
ISHARES TR CORE S&P500 ETF 464287200   5,115,450 13,314 SH   SOLE   0 0 13,314
ISHARES TR CORE S&P MCP ETF 464287507   729,214 3,015 SH   SOLE   0 0 3,015
ISHARES TR CORE S&P SCP ETF 464287804   306,017 3,233 SH   SOLE   0 0 3,233
ISHARES TR RUS 1000 GRW ETF 464287614   229,200 1,070 SH   SOLE   0 0 1,070
ISHARES TR US CONSM STAPLES 464287812   202,780 1,000 SH   SOLE   0 0 1,000
ISHARES TR MSCI EAFE ETF 464287465   1,298,563 19,783 SH   SOLE   0 0 19,783
ISHARES TR CORE MSCI EAFE 46432F842   1,009,306 16,374 SH   SOLE   0 0 16,374
ISHARES TR SHORT TREAS BD 464288679   3,099,701 28,200 SH   SOLE   0 0 28,200
ISHARES TR BLACKROCK ULTRA 46434V878   1,227,251 24,525 SH   SOLE   0 0 24,525
JOHNSON & JOHNSON COM 478160104   640,848 3,628 SH   SOLE   0 0 3,628
JPMORGAN CHASE & CO COM 46625H100   670,098 4,997 SH   SOLE   0 0 4,997
LILLY ELI & CO COM 532457108   677,170 1,851 SH   SOLE   0 0 1,851
LOCKHEED MARTIN CORP COM 539830109   202,380 416 SH   SOLE   0 0 416
MERCK & CO INC COM 58933Y105   350,577 3,160 SH   SOLE   0 0 3,160
META PLATFORMS INC CL A 30303M102   330,935 2,750 SH   SOLE   0 0 2,750
MICROSOFT CORP COM 594918104   2,552,739 10,644 SH   SOLE   0 0 10,644
MONDELEZ INTL INC CL A 609207105   1,055,149 15,831 SH   SOLE   0 0 15,831
MORGAN STANLEY COM NEW 617446448   5,331,916 62,714 SH   SOLE   0 0 62,714
NETFLIX INC COM 64110L106   269,559 914 SH   SOLE   0 0 914
PALANTIR TECHNOLOGIES INC CL A 69608A108   199,437 31,065 SH   SOLE   0 0 31,065
PFIZER INC COM 717081103   604,781 11,803 SH   SOLE   0 0 11,803
PROCTER AND GAMBLE CO COM 742718109   621,710 4,102 SH   SOLE   0 0 4,102
QUALCOMM INC COM 747525103   340,814 3,100 SH   SOLE   0 0 3,100
RAYTHEON TECHNOLOGIES CORP COM 75513E101   415,881 4,121 SH   SOLE   0 0 4,121
SCPHARMACEUTICALS INC COM 810648105   75,945 10,592 SH   SOLE   0 0 10,592
SEMRUSH HLDGS INC CL A COM 81686C104   81,400 10,000 SH   SOLE   0 0 10,000
SPDR GOLD TR GOLD SHS 78463V107   432,412 2,549 SH   SOLE   0 0 2,549
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,487,594 6,505 SH   SOLE   0 0 6,505
SPDR SER TR S&P DIVID ETF 78464A763   867,831 6,937 SH   SOLE   0 0 6,937
SPDR SER TR S&P 600 SMCP GRW 78464A201   504,893 6,989 SH   SOLE   0 0 6,989
SPDR SER TR S&P 600 SML CAP 78464A813   545,770 6,639 SH   SOLE   0 0 6,639
SQZ BIOTECHNOLOGIES CO COM 78472W104   38,263 51,707 SH   SOLE   0 0 51,707
THERMO FISHER SCIENTIFIC INC COM 883556102   216,421 393 SH   SOLE   0 0 393
UNILEVER PLC SPON ADR NEW 904767704   892,954 17,735 SH   SOLE   0 0 17,735
UNITEDHEALTH GROUP INC COM 91324P102   396,820 748 SH   SOLE   0 0 748
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   8,585,714 114,050 SH   SOLE   0 0 114,050
VANGUARD INDEX FDS VALUE ETF 922908744   469,349 3,344 SH   SOLE   0 0 3,344
VANGUARD INDEX FDS TOTAL STK MKT 922908769   535,472 2,801 SH   SOLE   0 0 2,801
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,990,205 36,254 SH   SOLE   0 0 36,254
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,750,124 42,226 SH   SOLE   0 0 42,226
VANGUARD INDEX FDS MID CAP ETF 922908629   9,743,222 47,805 SH   SOLE   0 0 47,805
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   15,104,422 42,991 SH   SOLE   0 0 42,991
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   343,250 6,846 SH   SOLE   0 0 6,846
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   345,949 4,601 SH   SOLE   0 0 4,601
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   9,230,468 60,787 SH   SOLE   0 0 60,787
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   5,650,379 134,629 SH   SOLE   0 0 134,629
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   302,165 2,792 SH   SOLE   0 0 2,792
WISDOMTREE TR US TOTAL DIVIDND 97717W109   391,041 6,447 SH   SOLE   0 0 6,447