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
ABBOTT LABS COM 002824100   206,917 1,545 SH   SOLE   0 0 1,545
ABBVIE INC COM 00287Y109   364,479 1,574 SH   SOLE   0 0 1,574
ADOBE INC COM 00724F101   231,051 655 SH   SOLE   0 0 655
ADVANCED MICRO DEVICES INC COM 007903107   919,048 5,681 SH   SOLE   0 0 5,681
ALPHABET INC CAP STK CL C 02079K107   1,907,540 7,832 SH   SOLE   675 0 7,157
ALPHABET INC CAP STK CL A 02079K305   3,582,386 14,736 SH   SOLE   0 0 14,736
AMAZON COM INC COM 023135106   3,693,655 16,822 SH   SOLE   544 0 16,278
AMERICAN EXPRESS CO COM 025816109   485,482 1,462 SH   SOLE   0 0 1,462
AMERIPRISE FINL INC COM 03076C106   1,429,605 2,910 SH   SOLE   0 0 2,910
AMGEN INC COM 031162100   419,616 1,487 SH   SOLE   0 0 1,487
AON PLC SHS CL A G0403H108   375,585 1,053 SH   SOLE   0 0 1,053
APPLE INC COM 037833100   15,545,652 61,052 SH   SOLE   0 0 61,052
APPLIED MATLS INC COM 038222105   556,688 2,719 SH   SOLE   0 0 2,719
AUTODESK INC COM 052769106   282,091 888 SH   SOLE   0 0 888
BANK AMERICA CORP COM 060505104   332,667 6,448 SH   SOLE   0 0 6,448
BECTON DICKINSON & CO COM 075887109   734,268 3,923 SH   SOLE   0 0 3,923
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   13,126,552 26,110 SH   SOLE   3,301 0 22,809
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603   250,228 4,700 SH   SOLE   0 0 4,700
BLACKSTONE INC COM 09260D107   2,080,588 12,178 SH   SOLE   0 0 12,178
BOEING CO COM 097023105   225,758 1,046 SH   SOLE   0 0 1,046
BROADCOM INC COM 11135F101   986,959 2,992 SH   SOLE   0 0 2,992
CATERPILLAR INC COM 149123101   603,118 1,264 SH   SOLE   0 0 1,264
CHEVRON CORP NEW COM 166764100   375,333 2,417 SH   SOLE   0 0 2,417
CHUBB LIMITED COM H1467J104   590,538 2,092 SH   SOLE   0 0 2,092
COCA COLA CO COM 191216100   1,339,657 20,200 SH   SOLE   0 0 20,200
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   286,143 4,266 SH   SOLE   0 0 4,266
COLGATE PALMOLIVE CO COM 194162103   1,133,454 14,179 SH   SOLE   0 0 14,179
COSTCO WHSL CORP NEW COM 22160K105   714,601 772 SH   SOLE   0 0 772
DANAHER CORPORATION COM 235851102   1,108,807 5,593 SH   SOLE   0 0 5,593
DIAGEO PLC SPON ADR NEW 25243Q205   572,580 6,000 SH   SOLE   0 0 6,000
EATON CORP PLC SHS G29183103   289,295 773 SH   SOLE   0 0 773
EATON VANCE LIMITED DURATION COM 27828H105   158,340 15,600 SH   SOLE   0 0 15,600
EATON VANCE SR FLTNG RTE TR COM 27828Q105   300,635 26,279 SH   SOLE   0 0 26,279
ELI LILLY & CO COM 532457108   1,569,560 2,057 SH   SOLE   0 0 2,057
EMERSON ELEC CO COM 291011104   373,967 2,851 SH   SOLE   0 0 2,851
EOG RES INC COM 26875P101   220,092 1,963 SH   SOLE   0 0 1,963
EXACT SCIENCES CORP COM 30063P105   965,194 17,642 SH   SOLE   0 0 17,642
EXXON MOBIL CORP COM 30231G102   1,288,438 11,427 SH   SOLE   0 0 11,427
FASTENAL CO COM 311900104   1,218,307 24,843 SH   SOLE   0 0 24,843
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   501,119 5,021 SH   SOLE   1,044 0 3,977
FISERV INC COM 337738108   612,418 4,750 SH   SOLE   0 0 4,750
GE AEROSPACE COM NEW 369604301   417,819 1,389 SH   SOLE   0 0 1,389
GE VERNOVA INC COM 36828A101   227,988 371 SH   SOLE   0 0 371
GOLDMAN SACHS GROUP INC COM 38141G104   723,378 908 SH   SOLE   52 0 856
HOME DEPOT INC COM 437076102   1,303,548 3,217 SH   SOLE   0 0 3,217
HONEYWELL INTL INC COM 438516106   1,335,964 6,347 SH   SOLE   0 0 6,347
ILLINOIS TOOL WKS INC COM 452308109   1,045,648 4,010 SH   SOLE   0 0 4,010
INTEL CORP COM 458140100   426,902 12,724 SH   SOLE   0 0 12,724
INTERNATIONAL BUSINESS MACHS COM 459200101   892,845 3,164 SH   SOLE   0 0 3,164
INTUIT COM 461202103   240,409 352 SH   SOLE   0 0 352
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639   308,653 5,713 SH   SOLE   3,478 0 2,235
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613   213,165 4,715 SH   SOLE   0 0 4,715
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   213,397 1,125 SH   SOLE   0 0 1,125
INVESCO QQQ TR UNIT SER 1 46090E103   10,577,458 17,618 SH   SOLE   2,100 0 15,518
ISHARES GOLD TR ISHARES NEW 464285204   491,707 6,757 SH   SOLE   0 0 6,757
ISHARES INC MSCI GBL GOLD MN 46434G855   1,067,715 16,500 SH   SOLE   0 0 16,500
ISHARES TR CORE S&P500 ETF 464287200   31,767,869 47,465 SH   SOLE   2,970 0 44,495
ISHARES TR S&P MC 400GR ETF 464287606   328,988 3,431 SH   SOLE   0 0 3,431
ISHARES TR CORE S&P MCP ETF 464287507   5,923,308 90,765 SH   SOLE   3,596 0 87,169
ISHARES TR CORE US AGGBD ET 464287226   15,152,883 151,151 SH   SOLE   25,009 0 126,142
ISHARES TR CORE MSCI TOTAL 46432F834   1,234,351 14,947 SH   SOLE   0 0 14,947
ISHARES TR RUS 1000 GRW ETF 464287614   886,898 1,893 SH   SOLE   0 0 1,893
ISHARES TR MSCI EAFE ETF 464287465   1,190,645 12,752 SH   SOLE   647 0 12,105
ISHARES TR ULTRA SHORT DUR 46434V878   1,447,839 28,529 SH   SOLE   4,846 0 23,683
ISHARES TR RUS TP200 GR ETF 464289438   388,309 1,419 SH   SOLE   0 0 1,419
ISHARES TR DOW JONES US ETF 464287846   312,373 1,923 SH   SOLE   1,923 0 0
ISHARES TR SHORT TREAS BD 464288679   1,011,536 9,155 SH   SOLE   3,743 0 5,412
ISHARES TR CORE MSCI EAFE 46432F842   5,695,017 65,227 SH   SOLE   5,793 0 59,434
ISHARES TR ISHS 1-5YR INVS 464288646   6,911,822 130,338 SH   SOLE   18,443 0 111,895
ISHARES TR NATIONAL MUN ETF 464288414   321,458 3,019 SH   SOLE   0 0 3,019
ISHARES TR CORE S&P SCP ETF 464287804   1,331,433 11,205 SH   SOLE   0 0 11,205
ISHARES TR RUS MID CAP ETF 464287499   538,622 5,579 SH   SOLE   0 0 5,579
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   1,694,847 33,206 SH   SOLE   0 0 33,206
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837   7,645,576 150,711 SH   SOLE   23,593 0 127,118
JOHNSON & JOHNSON COM 478160104   1,235,941 6,666 SH   SOLE   0 0 6,666
JPMORGAN CHASE & CO. COM 46625H100   3,228,271 10,235 SH   SOLE   0 0 10,235
KKR & CO INC COM 48251W104   248,464 1,912 SH   SOLE   0 0 1,912
LOCKHEED MARTIN CORP COM 539830109   205,675 412 SH   SOLE   0 0 412
LOWES COS INC COM 548661107   202,410 805 SH   SOLE   0 0 805
MASTERCARD INCORPORATED CL A 57636Q104   526,257 925 SH   SOLE   0 0 925
META PLATFORMS INC CL A 30303M102   3,641,482 4,959 SH   SOLE   385 0 4,574
MICROSOFT CORP COM 594918104   8,021,785 15,488 SH   SOLE   212 0 15,276
MONDELEZ INTL INC CL A 609207105   263,960 4,225 SH   SOLE   0 0 4,225
MORGAN STANLEY COM NEW 617446448   5,736,627 36,088 SH   SOLE   0 0 36,088
NETFLIX INC COM 64110L106   1,609,553 1,343 SH   SOLE   439 0 904
NVIDIA CORPORATION COM 67066G104   4,220,398 22,620 SH   SOLE   801 0 21,819
ORACLE CORP COM 68389X105   875,643 3,114 SH   SOLE   0 0 3,114
PALANTIR TECHNOLOGIES INC CL A 69608A108   344,046 1,886 SH   SOLE   0 0 1,886
PEPSICO INC COM 713448108   664,288 4,730 SH   SOLE   0 0 4,730
PHILLIPS 66 COM 718546104   250,821 1,844 SH   SOLE   0 0 1,844
PROCTER AND GAMBLE CO COM 742718109   729,291 4,746 SH   SOLE   0 0 4,746
PROGRESSIVE CORP COM 743315103   284,762 1,153 SH   SOLE   0 0 1,153
PROLOGIS INC. COM 74340W103   399,828 3,491 SH   SOLE   0 0 3,491
PROSHARES TR S&P 500 DV ARIST 74348A467   209,069 2,028 SH   SOLE   0 0 2,028
REVOLUTION MEDICINES INC COM 76155X100   1,261,274 27,008 SH   SOLE   0 0 27,008
RPM INTL INC COM 749685103   216,876 1,840 SH   SOLE   0 0 1,840
RTX CORPORATION COM 75513E101   599,674 3,584 SH   SOLE   0 0 3,584
SALESFORCE INC COM 79466L302   326,471 1,378 SH   SOLE   0 0 1,378
SERVICENOW INC COM 81762P102   369,953 402 SH   SOLE   0 0 402
SNOWFLAKE INC COM SHS 833445109   451,100 2,000 SH   SOLE   0 0 2,000
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   517,664 1,116 SH   SOLE   0 0 1,116
SPDR GOLD TR GOLD SHS 78463V107   651,577 1,833 SH   SOLE   0 0 1,833
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,760,407 5,645 SH   SOLE   2,473 0 3,172
SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201   452,105 4,794 SH   SOLE   1,261 0 3,533
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853   394,373 8,514 SH   SOLE   1,915 0 6,599
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409   200,055 1,914 SH   SOLE   0 0 1,914
SPDR SERIES TRUST S&P DIVID ETF 78464A763   725,766 5,182 SH   SOLE   1,001 0 4,181
SPOTIFY TECHNOLOGY S A SHS L8681T102   475,338 681 SH   SOLE   254 0 427
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101   774,159 21,100 SH   SOLE   0 0 21,100
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107   266,900 17,000 SH   SOLE   0 0 17,000
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104   1,249,994 42,201 SH   SOLE   0 0 42,201
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404   228,918 5,207 SH   SOLE   0 0 5,207
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   267,914 959 SH   SOLE   0 0 959
TESLA INC COM 88160R101   789,187 1,775 SH   SOLE   0 0 1,775
TEXAS INSTRS INC COM 882508104   250,608 1,364 SH   SOLE   0 0 1,364
TJX COS INC NEW COM 872540109   400,695 2,772 SH   SOLE   0 0 2,772
UBER TECHNOLOGIES INC COM 90353T100   218,391 2,229 SH   SOLE   0 0 2,229
UNILEVER PLC SPON ADR NEW 904767704   695,109 11,726 SH   SOLE   0 0 11,726
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   846,471 10,727 SH   SOLE   1,217 0 9,510
VANGUARD INDEX FDS GROWTH ETF 922908736   1,728,658 3,604 SH   SOLE   64 0 3,540
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   31,037,138 50,683 SH   SOLE   6,073 0 44,610
VANGUARD INDEX FDS TOTAL STK MKT 922908769   14,256,465 43,442 SH   SOLE   562 0 42,880
VANGUARD INDEX FDS VALUE ETF 922908744   1,715,871 9,201 SH   SOLE   222 0 8,979
VANGUARD INDEX FDS MID CAP ETF 922908629   14,480,594 49,297 SH   SOLE   3,904 0 45,393
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,574,894 37,655 SH   SOLE   4,168 0 33,487
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   506,410 7,096 SH   SOLE   0 0 7,096
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,180,721 14,796 SH   SOLE   214 0 14,582
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   555,364 6,948 SH   SOLE   1,021 0 5,927
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   10,237,219 47,440 SH   SOLE   5,422 0 42,018
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   9,310,817 155,388 SH   SOLE   21,418 0 133,970
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   449,099 3,186 SH   SOLE   1,532 0 1,654
VANGUARD WORLD FD ESG US STK ETF 921910733   374,626 3,163 SH   SOLE   0 0 3,163
VANGUARD WORLD FD INF TECH ETF 92204A702   671,279 899 SH   SOLE   0 0 899
VERIZON COMMUNICATIONS INC COM 92343V104   205,277 4,671 SH   SOLE   0 0 4,671
VISA INC COM CL A 92826C839   751,428 2,201 SH   SOLE   0 0 2,201
WALMART INC COM 931142103   268,574 2,606 SH   SOLE   0 0 2,606
WELLS FARGO CO NEW COM 949746101   287,411 3,429 SH   SOLE   0 0 3,429
WISDOMTREE TR US TOTAL DIVIDND 97717W109   425,698 5,068 SH   SOLE   5,068 0 0
YUM BRANDS INC COM 988498101   302,286 1,989 SH   SOLE   0 0 1,989