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

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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   244,179 1,341 SH   SOLE   0 0 1,341
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   269,356 777 SH   SOLE   0 0 777
ADOBE INC COM 00724F101   367,853 729 SH   SOLE   0 0 729
ADVANCED MICRO DEVICES INC COM 007903107   1,069,854 5,928 SH   SOLE   0 0 5,928
ALPHABET INC CAP STK CL A 02079K305   1,697,057 11,244 SH   SOLE   0 0 11,244
ALPHABET INC CAP STK CL C 02079K107   742,268 4,875 SH   SOLE   160 0 4,715
AMAZON COM INC COM 023135106   2,554,488 14,162 SH   SOLE   100 0 14,062
AMERICAN EXPRESS CO COM 025816109   285,250 1,253 SH   SOLE   0 0 1,253
AMERIPRISE FINL INC COM 03076C106   1,267,183 2,890 SH   SOLE   0 0 2,890
AMGEN INC COM 031162100   469,750 1,652 SH   SOLE   0 0 1,652
AON PLC SHS CL A G0403H108   623,998 1,870 SH   SOLE   0 0 1,870
APPLE INC COM 037833100   8,178,602 47,694 SH   SOLE   0 0 47,694
APPLIED MATLS INC COM 038222105   494,350 2,397 SH   SOLE   0 0 2,397
AUTODESK INC COM 052769106   200,263 769 SH   SOLE   0 0 769
BANK AMERICA CORP COM 060505104   277,357 7,314 SH   SOLE   0 0 7,314
BECTON DICKINSON & CO COM 075887109   889,088 3,593 SH   SOLE   0 0 3,593
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,543,712 15,561 SH   SOLE   2,711 0 12,850
BLACKSTONE INC COM 09260D107   1,279,424 9,739 SH   SOLE   0 0 9,739
BRISTOL-MYERS SQUIBB CO COM 110122108   250,271 4,615 SH   SOLE   0 0 4,615
BROADCOM INC COM 11135F101   486,425 367 SH   SOLE   0 0 367
CATERPILLAR INC COM 149123101   522,927 1,427 SH   SOLE   0 0 1,427
CHARLES RIV LABS INTL INC COM 159864107   416,721 1,538 SH   SOLE   0 0 1,538
CHEVRON CORP NEW COM 166764100   334,604 2,121 SH   SOLE   0 0 2,121
CHUBB LIMITED COM H1467J104   494,158 1,907 SH   SOLE   0 0 1,907
COCA COLA CO COM 191216100   1,215,922 19,874 SH   SOLE   0 0 19,874
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   309,630 4,225 SH   SOLE   0 0 4,225
COLGATE PALMOLIVE CO COM 194162103   1,494,568 16,597 SH   SOLE   0 0 16,597
CONOCOPHILLIPS COM 20825C104   207,142 1,627 SH   SOLE   0 0 1,627
CONSTELLATION BRANDS INC CL A 21036P108   416,135 1,531 SH   SOLE   0 0 1,531
COSTCO WHSL CORP NEW COM 22160K105   577,631 788 SH   SOLE   0 0 788
DANAHER CORPORATION COM 235851102   1,352,395 5,416 SH   SOLE   0 0 5,416
DIAGEO PLC SPON ADR NEW 25243Q205   825,507 5,550 SH   SOLE   0 0 5,550
EATON VANCE LTD DURATION INC COM 27828H105   154,294 15,825 SH   SOLE   0 0 15,825
EATON VANCE SR FLTNG RTE TR COM 27828Q105   343,841 26,388 SH   SOLE   0 0 26,388
ELI LILLY & CO COM 532457108   1,673,457 2,151 SH   SOLE   0 0 2,151
EMERSON ELEC CO COM 291011104   315,710 2,784 SH   SOLE   0 0 2,784
EQUINOR ASA SPONSORED ADR 29446M102   202,725 7,500 SH   SOLE   0 0 7,500
EXACT SCIENCES CORP COM 30063P105   1,218,357 17,642 SH   SOLE   0 0 17,642
EXXON MOBIL CORP COM 30231G102   752,361 6,472 SH   SOLE   0 0 6,472
FASTENAL CO COM 311900104   922,594 11,960 SH   SOLE   0 0 11,960
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   208,877 3,366 SH   SOLE   0 0 3,366
FISERV INC COM 337738108   766,497 4,796 SH   SOLE   0 0 4,796
GOLDMAN SACHS GROUP INC COM 38141G104   316,848 759 SH   SOLE   52 0 707
HOME DEPOT INC COM 437076102   702,891 1,832 SH   SOLE   0 0 1,832
HONEYWELL INTL INC COM 438516106   1,161,607 5,659 SH   SOLE   0 0 5,659
ILLINOIS TOOL WKS INC COM 452308109   943,448 3,516 SH   SOLE   0 0 3,516
INTERNATIONAL BUSINESS MACHS COM 459200101   557,534 2,920 SH   SOLE   0 0 2,920
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639   357,486 7,902 SH   SOLE   5,667 0 2,235
INVESCO QQQ TR UNIT SER 1 46090E103   5,618,530 12,654 SH   SOLE   1,586 0 11,068
ISHARES GOLD TR ISHARES NEW 464285204   257,731 6,135 SH   SOLE   0 0 6,135
ISHARES INC MSCI GBL GOLD MN 46434G855   417,285 16,500 SH   SOLE   0 0 16,500
ISHARES INC CORE MSCI EMKT 46434G103   324,194 6,283 SH   SOLE   0 0 6,283
ISHARES TR CORE S&P SCP ETF 464287804   932,822 8,440 SH   SOLE   64 0 8,376
ISHARES TR S&P MC 400GR ETF 464287606   311,706 3,416 SH   SOLE   0 0 3,416
ISHARES TR CORE S&P500 ETF 464287200   24,175,855 45,985 SH   SOLE   3,447 0 42,538
ISHARES TR DOW JONES US ETF 464287846   246,260 1,923 SH   SOLE   1,923 0 0
ISHARES TR CORE S&P MCP ETF 464287507   4,594,598 75,644 SH   SOLE   4,966 0 70,678
ISHARES TR RUS 1000 GRW ETF 464287614   583,978 1,733 SH   SOLE   0 0 1,733
ISHARES TR RUS MID CAP ETF 464287499   895,960 10,655 SH   SOLE   0 0 10,655
ISHARES TR MSCI EAFE ETF 464287465   1,145,326 14,342 SH   SOLE   647 0 13,695
ISHARES TR CORE US AGGBD ET 464287226   8,857,082 90,434 SH   SOLE   20,984 0 69,450
ISHARES TR CORE HIGH DV ETF 46429B663   307,974 2,794 SH   SOLE   0 0 2,794
ISHARES TR SHORT TREAS BD 464288679   1,038,192 9,392 SH   SOLE   3,808 0 5,584
ISHARES TR BLACKROCK ULTRA 46434V878   981,956 19,422 SH   SOLE   5,059 0 14,363
ISHARES TR CORE MSCI TOTAL 46432F834   1,208,317 17,806 SH   SOLE   0 0 17,806
ISHARES TR RUS TP200 GR ETF 464289438   276,847 1,419 SH   SOLE   0 0 1,419
ISHARES TR CORE MSCI EAFE 46432F842   2,285,785 30,797 SH   SOLE   4,945 0 25,852
JOHNSON & JOHNSON COM 478160104   885,429 5,597 SH   SOLE   0 0 5,597
JPMORGAN CHASE & CO COM 46625H100   1,889,453 9,433 SH   SOLE   0 0 9,433
LOWES COS INC COM 548661107   218,009 856 SH   SOLE   0 0 856
MASTERCARD INCORPORATED CL A 57636Q104   305,827 635 SH   SOLE   0 0 635
MERCK & CO INC COM 58933Y105   321,215 2,434 SH   SOLE   0 0 2,434
META PLATFORMS INC CL A 30303M102   1,833,756 3,776 SH   SOLE   315 0 3,461
MICROSOFT CORP COM 594918104   5,468,145 12,997 SH   SOLE   65 0 12,932
MONDELEZ INTL INC CL A 609207105   547,579 7,823 SH   SOLE   0 0 7,823
MORGAN STANLEY COM NEW 617446448   3,343,079 35,504 SH   SOLE   0 0 35,504
NETFLIX INC COM 64110L106   813,295 1,339 SH   SOLE   461 0 878
NVIDIA CORPORATION COM 67066G104   1,595,105 1,765 SH   SOLE   30 0 1,735
ORACLE CORP COM 68389X105   299,331 2,383 SH   SOLE   0 0 2,383
PALANTIR TECHNOLOGIES INC CL A 69608A108   694,672 30,190 SH   SOLE   0 0 30,190
PEPSICO INC COM 713448108   808,768 4,621 SH   SOLE   0 0 4,621
PFIZER INC COM 717081103   245,183 8,835 SH   SOLE   0 0 8,835
PHILLIPS 66 COM 718546104   305,473 1,870 SH   SOLE   0 0 1,870
PROCTER AND GAMBLE CO COM 742718109   725,957 4,474 SH   SOLE   0 0 4,474
PROGRESSIVE CORP COM 743315103   311,294 1,505 SH   SOLE   0 0 1,505
RPM INTL INC COM 749685103   221,978 1,866 SH   SOLE   0 0 1,866
RTX CORPORATION COM 75513E101   434,061 4,451 SH   SOLE   0 0 4,451
SALESFORCE INC COM 79466L302   330,244 1,097 SH   SOLE   0 0 1,097
SCPHARMACEUTICALS INC COM 810648105   53,172 10,592 SH   SOLE   10,592 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   132,600 10,000 SH   SOLE   0 0 10,000
SERVICENOW INC COM 81762P102   537,492 705 SH   SOLE   0 0 705
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   212,643 535 SH   SOLE   0 0 535
SPDR GOLD TR GOLD SHS 78463V107   395,600 1,923 SH   SOLE   0 0 1,923
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,569,708 8,736 SH   SOLE   2,904 0 5,832
SPDR SER TR S&P 600 SMCP GRW 78464A201   452,111 5,183 SH   SOLE   1,540 0 3,643
SPDR SER TR S&P DIVID ETF 78464A763   895,922 6,827 SH   SOLE   1,515 0 5,312
SPDR SER TR PORTFOLIO S&P600 78468R853   411,382 9,558 SH   SOLE   1,915 0 7,643
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   429,174 21,100 SH   SOLE   0 0 21,100
SPROTT PHYSICAL GOLD TR UNIT 85207H104   528,809 30,567 SH   SOLE   0 0 30,567
TEXAS INSTRS INC COM 882508104   256,735 1,474 SH   SOLE   0 0 1,474
THERMO FISHER SCIENTIFIC INC COM 883556102   267,960 461 SH   SOLE   0 0 461
TJX COS INC NEW COM 872540109   288,162 2,841 SH   SOLE   0 0 2,841
UNILEVER PLC SPON ADR NEW 904767704   538,037 10,720 SH   SOLE   0 0 10,720
UNION PAC CORP COM 907818108   201,326 819 SH   SOLE   0 0 819
UNITEDHEALTH GROUP INC COM 91324P102   503,629 1,018 SH   SOLE   0 0 1,018
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   7,253,029 94,600 SH   SOLE   22,103 0 72,497
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,847,952 34,332 SH   SOLE   3,922 0 30,410
VANGUARD INDEX FDS TOTAL STK MKT 922908769   10,642,374 40,948 SH   SOLE   454 0 40,494
VANGUARD INDEX FDS GROWTH ETF 922908736   1,086,922 3,158 SH   SOLE   151 0 3,007
VANGUARD INDEX FDS MID CAP ETF 922908629   10,734,030 42,960 SH   SOLE   3,286 0 39,674
VANGUARD INDEX FDS VALUE ETF 922908744   1,663,248 10,213 SH   SOLE   222 0 9,991
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   22,662,696 47,145 SH   SOLE   6,533 0 40,612
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   583,368 9,947 SH   SOLE   0 0 9,947
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,110,100 16,485 SH   SOLE   214 0 16,271
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   10,230,372 56,023 SH   SOLE   7,812 0 48,211
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,546,705 150,422 SH   SOLE   19,112 0 131,310
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   327,565 2,707 SH   SOLE   1,532 0 1,175
VISA INC COM CL A 92826C839   610,394 2,187 SH   SOLE   0 0 2,187
WISDOMTREE TR US TOTAL DIVIDND 97717W109   450,609 6,372 SH   SOLE   6,372 0 0
YUM BRANDS INC COM 988498101   286,249 2,065 SH   SOLE   0 0 2,065
ZOETIS INC CL A 98978V103   283,776 1,677 SH   SOLE   0 0 1,677