ABBOTT LABS COM 002824100 219612 1753 SH SOLE 0 0 1753 ABBVIE INC COM 00287Y109 384403 1682 SH SOLE 0 0 1682 ADOBE INC COM 00724F101 228193 652 SH SOLE 0 0 652 ADVANCED MICRO DEVICES INC COM 007903107 1017367 4751 SH SOLE 0 0 4751 ALPHABET INC CAP STK CL A 02079K305 4502247 14384 SH SOLE 0 0 14384 ALPHABET INC CAP STK CL C 02079K107 3986475 12704 SH SOLE 990 0 11714 AMAZON COM INC COM 023135106 4076563 17661 SH SOLE 544 0 17117 AMERICAN EXPRESS CO COM 025816109 549594 1486 SH SOLE 0 0 1486 AMERIPRISE FINL INC COM 03076C106 1173702 2394 SH SOLE 0 0 2394 AMGEN INC COM 031162100 503712 1539 SH SOLE 0 0 1539 AON PLC SHS CL A G0403H108 374177 1060 SH SOLE 0 0 1060 APPLE INC COM 037833100 16126144 59318 SH SOLE 0 0 59318 APPLIED MATLS INC COM 038222105 772877 3007 SH SOLE 0 0 3007 AUTODESK INC COM 052769106 261673 884 SH SOLE 0 0 884 BANK AMERICA CORP COM 060505104 377341 6861 SH SOLE 0 0 6861 BECTON DICKINSON & CO COM 075887109 764248 3938 SH SOLE 0 0 3938 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20346780 40479 SH SOLE 4671 0 35808 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 787257 14919 SH SOLE 0 0 14919 BLACKSTONE INC COM 09260D107 1886007 12236 SH SOLE 0 0 12236 BOEING CO COM 097023105 229062 1055 SH SOLE 0 0 1055 BROADCOM INC COM 11135F101 1181563 3414 SH SOLE 0 0 3414 CAPITAL ONE FINL CORP COM 14040H105 226856 936 SH SOLE 0 0 936 CATERPILLAR INC COM 149123101 732701 1279 SH SOLE 0 0 1279 CHEVRON CORP NEW COM 166764100 410075 2691 SH SOLE 0 0 2691 CHUBB LIMITED COM H1467J104 665561 2132 SH SOLE 0 0 2132 CISCO SYS INC COM 17275R102 264980 3440 SH SOLE 0 0 3440 CITIGROUP INC COM NEW 172967424 289511 2481 SH SOLE 0 0 2481 COCA COLA CO COM 191216100 1335355 19101 SH SOLE 0 0 19101 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 354272 4268 SH SOLE 0 0 4268 COLGATE PALMOLIVE CO COM 194162103 1134554 14358 SH SOLE 0 0 14358 COSTCO WHSL CORP NEW COM 22160K105 624351 724 SH SOLE 0 0 724 DANAHER CORPORATION COM 235851102 1293442 5650 SH SOLE 0 0 5650 DIAGEO PLC SPON ADR NEW 25243Q205 517620 6000 SH SOLE 0 0 6000 EASTERN BANKSHARES INC COM 27627N105 1109334 60192 SH SOLE 0 0 60192 EATON CORP PLC SHS G29183103 247482 777 SH SOLE 0 0 777 EATON VANCE LIMITED DURATION COM 27828H105 154596 15600 SH SOLE 0 0 15600 EATON VANCE SR FLTNG RTE TR COM 27828Q105 276829 24850 SH SOLE 0 0 24850 ELI LILLY & CO COM 532457108 2320375 2159 SH SOLE 0 0 2159 EMCOR GROUP INC COM 29084Q100 550611 900 SH SOLE 0 0 900 EMERSON ELEC CO COM 291011104 367209 2767 SH SOLE 0 0 2767 EOG RES INC COM 26875P101 223294 2126 SH SOLE 0 0 2126 EXACT SCIENCES CORP COM 30063P105 1791722 17642 SH SOLE 0 0 17642 EXXON MOBIL CORP COM 30231G102 1401107 11643 SH SOLE 0 0 11643 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 420769 5520 SH SOLE 1044 0 4476 GE AEROSPACE COM NEW 369604301 443245 1439 SH SOLE 0 0 1439 GE VERNOVA INC COM 36828A101 246247 377 SH SOLE 0 0 377 GOLDMAN SACHS GROUP INC COM 38141G104 816035 928 SH SOLE 52 0 876 HOME DEPOT INC COM 437076102 1133812 3295 SH SOLE 0 0 3295 HONEYWELL INTL INC COM 438516106 1245863 6386 SH SOLE 0 0 6386 ILLINOIS TOOL WKS INC COM 452308109 994806 4039 SH SOLE 0 0 4039 INTEL CORP COM 458140100 479934 13006 SH SOLE 0 0 13006 INTERNATIONAL BUSINESS MACHS COM 459200101 968999 3271 SH SOLE 0 0 3271 INTUIT COM 461202103 249094 376 SH SOLE 0 0 376 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2928126 11577 SH SOLE 1778 0 9799 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 221228 4715 SH SOLE 0 0 4715 INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 419360 7052 SH SOLE 5552 0 1500 INVESCO QQQ TR UNIT SER 1 46090E103 4918092 8006 SH SOLE 1199 0 6807 ISHARES GOLD TR ISHARES NEW 464285204 548466 6757 SH SOLE 0 0 6757 ISHARES INC MSCI GBL GOLD MN 46434G855 1215060 16500 SH SOLE 0 0 16500 ISHARES TR DOW JONES US ETF 464287846 318779 1923 SH SOLE 1923 0 0 ISHARES TR CORE S&P500 ETF 464287200 31773623 46389 SH SOLE 3279 0 43110 ISHARES TR S&P MC 400GR ETF 464287606 332666 3434 SH SOLE 0 0 3434 ISHARES TR CORE S&P SCP ETF 464287804 1091376 9081 SH SOLE 17 0 9064 ISHARES TR RUS 1000 GRW ETF 464287614 905478 1913 SH SOLE 0 0 1913 ISHARES TR CORE US AGGBD ET 464287226 13340721 133567 SH SOLE 21639 0 111928 ISHARES TR MSCI EAFE ETF 464287465 1268886 13213 SH SOLE 1069 0 12144 ISHARES TR CORE S&P MCP ETF 464287507 5828658 88313 SH SOLE 3569 0 84744 ISHARES TR RUS MID CAP ETF 464287499 337732 3508 SH SOLE 0 0 3508 ISHARES TR CORE MSCI TOTAL 46432F834 1202159 14203 SH SOLE 0 0 14203 ISHARES TR CORE MSCI EAFE 46432F842 6706354 74965 SH SOLE 7457 0 67508 ISHARES TR RUS TP200 GR ETF 464289438 392978 1419 SH SOLE 0 0 1419 ISHARES TR NATIONAL MUN ETF 464288414 395078 3689 SH SOLE 0 0 3689 ISHARES TR TRUST ISHARE 0-1 464288679 707053 6419 SH SOLE 3743 0 2676 ISHARES TR ISHS 1-5YR INVS 464288646 11047505 208917 SH SOLE 29784 0 179133 ISHARES TR ULTRA SHORT DUR 46434V878 443284 8764 SH SOLE 0 0 8764 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 447620 8848 SH SOLE 355 0 8493 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1299397 25508 SH SOLE 0 0 25508 JOHNSON & JOHNSON COM 478160104 1408431 6806 SH SOLE 75 0 6731 JPMORGAN CHASE & CO. COM 46625H100 3137026 9736 SH SOLE 0 0 9736 KKR & CO INC COM 48251W104 238040 1867 SH SOLE 0 0 1867 LOCKHEED MARTIN CORP COM 539830109 207978 430 SH SOLE 0 0 430 MASTERCARD INCORPORATED CL A 57636Q104 540999 948 SH SOLE 0 0 948 MERCK & CO INC COM 58933Y105 212645 2020 SH SOLE 0 0 2020 META PLATFORMS INC CL A 30303M102 3181733 4820 SH SOLE 385 0 4435 MICRON TECHNOLOGY INC COM 595112103 227482 797 SH SOLE 0 0 797 MICROSOFT CORP COM 594918104 7832286 16195 SH SOLE 262 0 15933 MONDELEZ INTL INC CL A 609207105 214253 3980 SH SOLE 0 0 3980 MORGAN STANLEY COM NEW 617446448 6170143 34755 SH SOLE 156 0 34599 NETFLIX INC COM 64110L106 1252542 13359 SH SOLE 4390 0 8969 NVIDIA CORPORATION COM 67066G104 4414443 23670 SH SOLE 801 0 22869 ORACLE CORP COM 68389X105 639260 3280 SH SOLE 0 0 3280 PALANTIR TECHNOLOGIES INC CL A 69608A108 364389 2050 SH SOLE 0 0 2050 PEPSICO INC COM 713448108 699667 4875 SH SOLE 0 0 4875 PHILLIPS 66 COM 718546104 249176 1931 SH SOLE 0 0 1931 PROCTER AND GAMBLE CO COM 742718109 608701 4247 SH SOLE 0 0 4247 PROGRESSIVE CORP COM 743315103 254389 1117 SH SOLE 0 0 1117 PROLOGIS INC. COM 74340W103 470598 3686 SH SOLE 0 0 3686 PROSHARES TR S&P 500 DV ARIST 74348A467 211181 2029 SH SOLE 0 0 2029 QUALCOMM INC COM 747525103 456119 2667 SH SOLE 0 0 2667 REVOLUTION MEDICINES INC COM 76155X100 2151187 27008 SH SOLE 0 0 27008 RTX CORPORATION COM 75513E101 666424 3634 SH SOLE 0 0 3634 SALESFORCE INC COM 79466L302 371010 1401 SH SOLE 0 0 1401 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 201825 7500 SH SOLE 0 0 7500 SERVICENOW INC COM 81762P102 307912 2010 SH SOLE 0 0 2010 SNOWFLAKE INC COM SHS 833445109 438720 2000 SH SOLE 0 0 2000 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 538800 1121 SH SOLE 0 0 1121 SPDR GOLD TR GOLD SHS 78463V107 726436 1833 SH SOLE 0 0 1833 SPDR S&P 500 ETF TR TR UNIT 78462F103 3701253 5428 SH SOLE 2473 0 2955 SPDR SERIES TRUST STATE STREET SPD 78464A201 445817 4733 SH SOLE 1199 0 3534 SPDR SERIES TRUST STATE STREET SPD 78468R853 372172 7942 SH SOLE 1915 0 6027 SPDR SERIES TRUST STATE STREET SPD 78464A763 722954 5195 SH SOLE 1002 0 4193 SPOTIFY TECHNOLOGY S A SHS L8681T102 395464 681 SH SOLE 254 0 427 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 760280 16600 SH SOLE 0 0 16600 SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 354750 15000 SH SOLE 0 0 15000 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1393477 42201 SH SOLE 0 0 42201 T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 639145 14213 SH SOLE 836 0 13377 TESLA INC COM 88160R101 883956 1966 SH SOLE 0 0 1966 TEXAS INSTRS INC COM 882508104 216689 1249 SH SOLE 0 0 1249 THERMO FISHER SCIENTIFIC INC COM 883556102 207526 358 SH SOLE 0 0 358 TJX COS INC NEW COM 872540109 207713 1352 SH SOLE 0 0 1352 UNILEVER PLC SPON ADR NEW 904767803 679048 10383 SH SOLE 0 0 10383 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 220039 611 SH SOLE 143 0 468 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 650298 8251 SH SOLE 1149 0 7102 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14481412 43194 SH SOLE 8111 0 35083 VANGUARD INDEX FDS MID CAP ETF 922908629 17839068 61468 SH SOLE 6934 0 54534 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29525439 47080 SH SOLE 5575 0 41505 VANGUARD INDEX FDS SMALL CP ETF 922908751 8558174 33177 SH SOLE 3171 0 30006 VANGUARD INDEX FDS VALUE ETF 922908744 1732012 9069 SH SOLE 222 0 8847 VANGUARD INDEX FDS GROWTH ETF 922908736 4926484 10098 SH SOLE 538 0 9560 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 17736464 241116 SH SOLE 17344 0 223772 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1215137 14533 SH SOLE 214 0 14319 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 738903 9268 SH SOLE 1021 0 8247 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7549354 34349 SH SOLE 4592 0 29757 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8400662 134475 SH SOLE 17259 0 117216 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 430398 2999 SH SOLE 1426 0 1573 VANGUARD WORLD FD INF TECH ETF 92204A702 678104 900 SH SOLE 0 0 900 VANGUARD WORLD FD ESG US STK ETF 921910733 364815 3016 SH SOLE 0 0 3016 VISA INC COM CL A 92826C839 777362 2217 SH SOLE 0 0 2217 WALMART INC COM 931142103 322643 2896 SH SOLE 0 0 2896 WELLS FARGO CO NEW COM 949746101 332063 3563 SH SOLE 0 0 3563 WISDOMTREE TR US TOTAL DIVIDND 97717W109 420203 4951 SH SOLE 4951 0 0 YUM BRANDS INC COM 988498101 204186 1350 SH SOLE 0 0 1350