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
ABBVIE INC COM 00287Y109   393,720 1,879 SH   SOLE   0 0 1,879
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   205,017 657 SH   SOLE   0 0 657
ADOBE INC COM 00724F101   263,869 688 SH   SOLE   0 0 688
ADVANCED MICRO DEVICES INC COM 007903107   554,231 5,395 SH   SOLE   0 0 5,395
ALPHABET INC CAP STK CL C 02079K107   1,081,283 6,921 SH   SOLE   160 0 6,761
ALPHABET INC CAP STK CL A 02079K305   2,155,552 13,939 SH   SOLE   0 0 13,939
AMAZON COM INC COM 023135106   2,890,472 15,192 SH   SOLE   100 0 15,092
AMERICAN EXPRESS CO COM 025816109   364,041 1,353 SH   SOLE   0 0 1,353
AMERIPRISE FINL INC COM 03076C106   1,409,816 2,912 SH   SOLE   0 0 2,912
AMGEN INC COM 031162100   479,770 1,540 SH   SOLE   0 0 1,540
AON PLC SHS CL A G0403H108   436,726 1,094 SH   SOLE   0 0 1,094
APPLE INC COM 037833100   13,233,392 59,575 SH   SOLE   0 0 59,575
APPLIED MATLS INC COM 038222105   350,320 2,414 SH   SOLE   0 0 2,414
AUTODESK INC COM 052769106   203,942 779 SH   SOLE   0 0 779
BANK AMERICA CORP COM 060505104   266,625 6,389 SH   SOLE   0 0 6,389
BECTON DICKINSON & CO COM 075887109   907,788 3,963 SH   SOLE   0 0 3,963
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,749,893 23,940 SH   SOLE   3,329 0 20,611
BLACKSTONE INC COM 09260D107   1,378,170 9,860 SH   SOLE   0 0 9,860
BRISTOL-MYERS SQUIBB CO COM 110122108   248,778 4,079 SH   SOLE   0 0 4,079
BROADCOM INC COM 11135F101   438,097 2,617 SH   SOLE   0 0 2,617
CATERPILLAR INC COM 149123101   435,677 1,321 SH   SOLE   0 0 1,321
CHEVRON CORP NEW COM 166764100   383,091 2,290 SH   SOLE   0 0 2,290
CHUBB LIMITED COM H1467J104   636,316 2,107 SH   SOLE   0 0 2,107
COCA COLA CO COM 191216100   1,624,949 22,688 SH   SOLE   0 0 22,688
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   330,738 4,323 SH   SOLE   0 0 4,323
COLGATE PALMOLIVE CO COM 194162103   1,592,300 16,994 SH   SOLE   0 0 16,994
CONSTELLATION BRANDS INC CL A 21036P108   288,512 1,572 SH   SOLE   0 0 1,572
COSTCO WHSL CORP NEW COM 22160K105   715,019 756 SH   SOLE   0 0 756
DANAHER CORPORATION COM 235851102   1,134,410 5,534 SH   SOLE   0 0 5,534
DIAGEO PLC SPON ADR NEW 25243Q205   628,740 6,000 SH   SOLE   0 0 6,000
EATON VANCE LIMITED DURATION COM 27828H105   155,688 15,600 SH   SOLE   0 0 15,600
EATON VANCE SR FLTNG RTE TR COM 27828Q105   321,155 26,217 SH   SOLE   0 0 26,217
ELI LILLY & CO COM 532457108   1,651,363 1,999 SH   SOLE   0 0 1,999
EMERSON ELEC CO COM 291011104   326,156 2,975 SH   SOLE   0 0 2,975
EOG RES INC COM 26875P101   267,515 2,086 SH   SOLE   0 0 2,086
EXACT SCIENCES CORP COM 30063P105   763,722 17,642 SH   SOLE   0 0 17,642
EXXON MOBIL CORP COM 30231G102   1,200,485 10,094 SH   SOLE   0 0 10,094
FASTENAL CO COM 311900104   937,895 12,094 SH   SOLE   0 0 12,094
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   292,539 4,065 SH   SOLE   323 0 3,742
FISERV INC COM 337738108   1,097,083 4,968 SH   SOLE   0 0 4,968
GE AEROSPACE COM NEW 369604301   270,168 1,350 SH   SOLE   0 0 1,350
GOLDMAN SACHS GROUP INC COM 38141G104   467,278 855 SH   SOLE   52 0 803
HOME DEPOT INC COM 437076102   719,225 1,962 SH   SOLE   0 0 1,962
HONEYWELL INTL INC COM 438516106   1,352,017 6,385 SH   SOLE   0 0 6,385
ILLINOIS TOOL WKS INC COM 452308109   1,016,410 4,098 SH   SOLE   0 0 4,098
INTERNATIONAL BUSINESS MACHS COM 459200101   782,365 3,146 SH   SOLE   0 0 3,146
INTUIT COM 461202103   225,358 367 SH   SOLE   0 0 367
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   220,315 1,272 SH   SOLE   0 0 1,272
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639   285,090 7,041 SH   SOLE   4,806 0 2,235
INVESCO QQQ TR UNIT SER 1 46090E103   8,017,556 17,098 SH   SOLE   1,928 0 15,170
ISHARES GOLD TR ISHARES NEW 464285204   385,304 6,535 SH   SOLE   0 0 6,535
ISHARES INC MSCI GBL GOLD MN 46434G855   632,940 16,500 SH   SOLE   0 0 16,500
ISHARES TR CORE MSCI EAFE 46432F842   4,234,748 55,978 SH   SOLE   5,793 0 50,185
ISHARES TR CORE MSCI TOTAL 46432F834   1,087,212 15,574 SH   SOLE   0 0 15,574
ISHARES TR CORE S&P MCP ETF 464287507   5,209,089 89,273 SH   SOLE   4,745 0 84,528
ISHARES TR CORE S&P SCP ETF 464287804   1,199,086 11,467 SH   SOLE   0 0 11,467
ISHARES TR CORE S&P500 ETF 464287200   26,586,528 47,315 SH   SOLE   3,155 0 44,160
ISHARES TR CORE US AGGBD ET 464287226   14,727,353 148,882 SH   SOLE   28,088 0 120,794
ISHARES TR DOW JONES US ETF 464287846   261,660 1,923 SH   SOLE   1,923 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,031,027 12,615 SH   SOLE   647 0 11,968
ISHARES TR RUS 1000 GRW ETF 464287614   585,892 1,623 SH   SOLE   0 0 1,623
ISHARES TR RUS MID CAP ETF 464287499   528,868 6,217 SH   SOLE   0 0 6,217
ISHARES TR RUS TP200 GR ETF 464289438   299,324 1,419 SH   SOLE   0 0 1,419
ISHARES TR S&P MC 400GR ETF 464287606   285,346 3,426 SH   SOLE   0 0 3,426
ISHARES TR SHORT TREAS BD 464288679   925,655 8,380 SH   SOLE   3,808 0 4,572
ISHARES TR ULTRA SHORT-TERM 46434V878   696,548 13,739 SH   SOLE   2,645 0 11,094
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   928,201 18,254 SH   SOLE   0 0 18,254
JOHNSON & JOHNSON COM 478160104   1,030,917 6,216 SH   SOLE   0 0 6,216
JPMORGAN CHASE & CO. COM 46625H100   2,195,622 8,951 SH   SOLE   0 0 8,951
KKR & CO INC COM 48251W104   219,524 1,899 SH   SOLE   0 0 1,899
MASTERCARD INCORPORATED CL A 57636Q104   424,378 774 SH   SOLE   0 0 774
META PLATFORMS INC CL A 30303M102   2,401,735 4,167 SH   SOLE   315 0 3,852
MICROSOFT CORP COM 594918104   5,017,267 13,365 SH   SOLE   65 0 13,300
MONDELEZ INTL INC CL A 609207105   631,240 9,303 SH   SOLE   0 0 9,303
MORGAN STANLEY COM NEW 617446448   4,198,940 35,990 SH   SOLE   0 0 35,990
NETFLIX INC COM 64110L106   1,231,408 1,321 SH   SOLE   439 0 882
NVIDIA CORPORATION COM 67066G104   2,280,811 21,045 SH   SOLE   656 0 20,389
ORACLE CORP COM 68389X105   357,425 2,557 SH   SOLE   0 0 2,557
PEPSICO INC COM 713448108   709,673 4,733 SH   SOLE   0 0 4,733
PHILLIPS 66 COM 718546104   242,515 1,964 SH   SOLE   0 0 1,964
PROCTER AND GAMBLE CO COM 742718109   825,079 4,841 SH   SOLE   0 0 4,841
PROGRESSIVE CORP COM 743315103   359,747 1,271 SH   SOLE   0 0 1,271
REVOLUTION MEDICINES INC COM 76155X100   955,003 27,008 SH   SOLE   0 0 27,008
RPM INTL INC COM 749685103   212,828 1,840 SH   SOLE   0 0 1,840
RTX CORPORATION COM 75513E101   447,330 3,377 SH   SOLE   0 0 3,377
SALESFORCE INC COM 79466L302   412,886 1,539 SH   SOLE   0 0 1,539
SEMRUSH HLDGS INC CL A COM 81686C104   93,300 10,000 SH   SOLE   0 0 10,000
SERVICENOW INC COM 81762P102   313,679 394 SH   SOLE   0 0 394
SPDR GOLD TR GOLD SHS 78463V107   371,124 1,288 SH   SOLE   0 0 1,288
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,861,752 6,904 SH   SOLE   2,879 0 4,025
SPDR SER TR S&P 600 SMCP GRW 78464A201   446,214 5,376 SH   SOLE   1,330 0 4,046
SPDR SER TR PORTFOLIO S&P600 78468R853   347,023 8,514 SH   SOLE   1,915 0 6,599
SPDR SER TR S&P DIVID ETF 78464A763   877,640 6,468 SH   SOLE   1,295 0 5,173
SPOTIFY TECHNOLOGY S A SHS L8681T102   374,570 681 SH   SOLE   254 0 427
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   599,451 21,100 SH   SOLE   0 0 21,100
SPROTT PHYSICAL GOLD TR UNIT 85207H104   1,015,356 42,201 SH   SOLE   0 0 42,201
TESLA INC COM 88160R101   414,426 1,599 SH   SOLE   0 0 1,599
TEXAS INSTRS INC COM 882508104   272,674 1,517 SH   SOLE   0 0 1,517
TJX COS INC NEW COM 872540109   357,874 2,938 SH   SOLE   0 0 2,938
UNILEVER PLC SPON ADR NEW 904767704   694,404 11,661 SH   SOLE   0 0 11,661
UNITEDHEALTH GROUP INC COM 91324P102   488,772 933 SH   SOLE   0 0 933
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   5,477,743 69,976 SH   SOLE   9,909 0 60,067
VANGUARD INDEX FDS GROWTH ETF 922908736   1,041,939 2,810 SH   SOLE   104 0 2,706
VANGUARD INDEX FDS MID CAP ETF 922908629   11,824,876 45,723 SH   SOLE   3,196 0 42,527
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   25,650,474 49,913 SH   SOLE   6,606 0 43,307
VANGUARD INDEX FDS SMALL CP ETF 922908751   8,007,637 36,111 SH   SOLE   4,108 0 32,003
VANGUARD INDEX FDS TOTAL STK MKT 922908769   10,787,179 39,249 SH   SOLE   563 0 38,686
VANGUARD INDEX FDS VALUE ETF 922908744   1,607,370 9,305 SH   SOLE   222 0 9,083
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   385,097 6,348 SH   SOLE   0 0 6,348
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,038,827 14,796 SH   SOLE   214 0 14,582
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   417,280 5,286 SH   SOLE   1,021 0 4,265
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   9,964,058 51,364 SH   SOLE   6,577 0 44,787
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   7,760,650 152,678 SH   SOLE   21,463 0 131,215
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   354,651 2,750 SH   SOLE   1,532 0 1,218
VERIZON COMMUNICATIONS INC COM 92343V104   206,102 4,544 SH   SOLE   0 0 4,544
VISA INC COM CL A 92826C839   752,966 2,149 SH   SOLE   0 0 2,149
WELLS FARGO CO NEW COM 949746101   203,375 2,833 SH   SOLE   0 0 2,833
WISDOMTREE TR US TOTAL DIVIDND 97717W109   415,115 5,395 SH   SOLE   5,395 0 0
YUM BRANDS INC COM 988498101   315,622 2,006 SH   SOLE   0 0 2,006
ZOETIS INC CL A 98978V103   265,582 1,613 SH   SOLE   0 0 1,613