ABBVIE INC COM 00287Y109 369906 1701 SH SOLE 0 0 1701 ADVANCED MICRO DEVICES INC COM 007903107 983482 4835 SH SOLE 0 0 4835 ALPHABET INC CAP STK CL A 02079K305 4205276 14624 SH SOLE 0 0 14624 ALPHABET INC CAP STK CL C 02079K107 3688533 12858 SH SOLE 990 0 11868 AMAZON COM INC COM 023135106 3657892 17563 SH SOLE 544 0 17019 AMERICAN EXPRESS CO COM 025816109 451176 1492 SH SOLE 0 0 1492 AMERIPRISE FINL INC COM 03076C106 1072403 2413 SH SOLE 0 0 2413 AMGEN INC COM 031162100 544293 1547 SH SOLE 0 0 1547 AON PLC SHS CL A G0403H108 350330 1085 SH SOLE 0 0 1085 APPLE INC COM 037833100 15092599 59469 SH SOLE 12 0 59457 APPLIED MATLS INC COM 038222105 1014235 2967 SH SOLE 0 0 2967 ASML HLDG NV N Y REGISTRY SHS N07059210 719166 544 SH SOLE 0 0 544 BANK AMERICA CORP COM 060505104 354489 7272 SH SOLE 15 0 7257 BECTON DICKINSON & CO COM 075887109 622945 3962 SH SOLE 0 0 3962 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20331508 42428 SH SOLE 4676 0 37752 BHP BILLITON LIMITED SPONSORED ADS 088606108 296925 4082 SH SOLE 0 0 4082 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 781138 15042 SH SOLE 0 0 15042 BLACKSTONE INC COM 09260D107 1448470 12596 SH SOLE 0 0 12596 BOEING CO COM 097023105 203807 1024 SH SOLE 0 0 1024 BRISTOL-MYERS SQUIBB CO COM 110122108 227801 3756 SH SOLE 400 0 3356 BROADCOM INC COM 11135F101 1136810 3673 SH SOLE 0 0 3673 CATERPILLAR INC COM 149123101 918168 1296 SH SOLE 0 0 1296 CHEVRON CORPORATION COM 166764100 934122 4515 SH SOLE 0 0 4515 CHUBB LTD SWITZ COM H1467J104 712153 2185 SH SOLE 0 0 2185 CISCO SYS INC COM 17275R102 277381 3575 SH SOLE 0 0 3575 CITIGROUP INC COM NEW 172967424 286417 2525 SH SOLE 0 0 2525 COCA COLA CO COM 191216100 1402139 18437 SH SOLE 0 0 18437 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 257532 4198 SH SOLE 0 0 4198 COLGATE PALMOLIVE CO COM 194162103 1043812 12247 SH SOLE 0 0 12247 COSTCO WHOLESALE CORPORATION COM 22160K105 725449 728 SH SOLE 0 0 728 DANAHER CORP DEL COM 235851102 1058651 5584 SH SOLE 0 0 5584 DIAGEO PLC SPON ADR NEW 25243Q205 447817 6015 SH SOLE 0 0 6015 EASTERN BANKSHARES INC COM 27627N105 1177415 60195 SH SOLE 0 0 60195 EATON CORP PLC SHS G29183103 293289 820 SH SOLE 0 0 820 EATON VANCE LIMITED DURATION COM 27828H105 147420 15600 SH SOLE 0 0 15600 EATON VANCE SR FLTNG RTE TR COM 27828Q105 261919 24850 SH SOLE 0 0 24850 ELI LILLY & CO COM 532457108 1987786 2161 SH SOLE 0 0 2161 EMCOR GROUP INC COM 29084Q100 664479 900 SH SOLE 0 0 900 EMERSON ELEC CO COM 291011104 363668 2776 SH SOLE 0 0 2776 EOG RES INC COM 26875P101 327076 2262 SH SOLE 0 0 2262 EXXON MOBIL CORP COM 30231G102 1941044 11441 SH SOLE 0 0 11441 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 325830 5520 SH SOLE 1044 0 4476 GE AEROSPACE COM NEW 369604301 399707 1409 SH SOLE 0 0 1409 GE VERNOVA INC COM 36828A101 330641 379 SH SOLE 0 0 379 GLOBAL X FDS US NATURAL GAS 37960A172 200724 4300 SH SOLE 0 0 4300 GOLDMAN SACHS GROUP INC COM 38141G104 805017 952 SH SOLE 52 0 900 HOME DEPOT INC COM 437076102 1062320 3230 SH SOLE 0 0 3230 HONEYWELL INTL INC COM 438516106 1332082 5893 SH SOLE 0 0 5893 ILLINOIS TOOL WKS INC COM 452308109 1034913 3976 SH SOLE 0 0 3976 INTEL CORP COM 458140100 595152 13486 SH SOLE 0 0 13486 INTERNATIONAL BUSINESS MACHS COM 459200101 800461 3302 SH SOLE 0 0 3302 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2927639 12321 SH SOLE 1912 0 10409 INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 409446 7052 SH SOLE 5552 0 1500 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 224104 4715 SH SOLE 0 0 4715 INVESCO QQQ TR UNIT SER 1 46090E103 4616207 7998 SH SOLE 1199 0 6799 ISHARES GOLD TR ISHARES NEW 464285204 595697 6757 SH SOLE 0 0 6757 ISHARES INC MSCI GBL GOLD MN 46434G855 1318966 16700 SH SOLE 0 0 16700 ISHARES TR CORE S&P SCP ETF 464287804 1144153 9204 SH SOLE 25 0 9179 ISHARES TR DOW JONES US ETF 464287846 304629 1923 SH SOLE 1923 0 0 ISHARES TR MSCI EAFE ETF 464287465 1283421 13213 SH SOLE 1069 0 12144 ISHARES TR RUS MID CAP ETF 464287499 341269 3510 SH SOLE 0 0 3510 ISHARES TR CORE S&P500 ETF 464287200 30102675 46084 SH SOLE 3292 0 42792 ISHARES TR RUS 1000 GRW ETF 464287614 816299 1914 SH SOLE 0 0 1914 ISHARES TR S&P MC 400GR ETF 464287606 345647 3435 SH SOLE 0 0 3435 ISHARES TR CORE S&P MCP ETF 464287507 8122823 120285 SH SOLE 3985 0 116300 ISHARES TR TRUST ISHARE 0-1 464288679 708593 6419 SH SOLE 3743 0 2676 ISHARES TR CORE MSCI TOTAL 46432F834 1250579 14434 SH SOLE 0 0 14434 ISHARES TR ULTRA SHORT DUR 46434V878 442212 8736 SH SOLE 0 0 8736 ISHARES TR RUS TP200 GR ETF 464289438 353104 1419 SH SOLE 0 0 1419 ISHARES TR CORE MSCI EAFE 46432F842 7327212 80937 SH SOLE 8620 0 72317 ISHARES TR NATIONAL MUN ETF 464288414 393616 3708 SH SOLE 0 0 3708 ISHARES TR ISHS 1-5YR INVS 464288646 11323065 215431 SH SOLE 29793 0 185638 ISHARES TR CORE US AGGBD ET 464287226 13393835 134923 SH SOLE 21582 0 113341 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 509693 10071 SH SOLE 0 0 10071 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1315922 25813 SH SOLE 0 0 25813 J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 46654Q773 334566 6411 SH SOLE 410 0 6001 JOHNSON & JOHNSON COM 478160104 1586585 6491 SH SOLE 75 0 6416 JPMORGAN CHASE & CO COM 46625H100 2873357 9768 SH SOLE 0 0 9768 LOCKHEED MARTIN CORP COM 539830109 270767 448 SH SOLE 0 0 448 MARATHON PETE CORP COM 56585A102 208041 852 SH SOLE 0 0 852 MASTERCARD INCORPORATED CL A 57636Q104 501260 1003 SH SOLE 0 0 1003 MERCK & CO INC COM 58933Y105 258887 2152 SH SOLE 0 0 2152 META PLATFORMS INC CL A 30303M102 2799331 4893 SH SOLE 386 0 4507 MICRON TECHNOLOGY INC COM 595112103 277042 820 SH SOLE 0 0 820 MICROSOFT CORP COM 594918104 6020075 16263 SH SOLE 332 0 15931 MONDELEZ INTL INC CL A 609207105 256744 4454 SH SOLE 0 0 4454 MORGAN STANLEY COM NEW 617446448 5726803 34799 SH SOLE 156 0 34643 NANOVIRICIDES INC COM 630087302 9121 10000 SH SOLE 0 0 10000 NETFLIX INC. COM 64110L106 1304373 13566 SH SOLE 4399 0 9167 NVIDIA CORPORATION COM 67066G104 4286741 24580 SH SOLE 801 0 23779 ORACLE CORP COM 68389X105 466926 3174 SH SOLE 0 0 3174 PALANTIR TECHNOLOGIES INC CL A 69608A108 320355 2190 SH SOLE 0 0 2190 PEPSICO INC COM 713448108 756593 4872 SH SOLE 0 0 4872 PHILIP MORRIS INTL INC COM 718172109 202092 1222 SH SOLE 0 0 1222 PHILLIPS 66 COM 718546104 370372 2033 SH SOLE 0 0 2033 PROCTER & GAMBLE CO COM 742718109 609947 4223 SH SOLE 3 0 4220 PROGRESSIVE CORP COM 743315103 242133 1221 SH SOLE 0 0 1221 PROLOGIS INC. COM 74340W103 499818 3781 SH SOLE 0 0 3781 PROSHARES TR S&P 500 DV ARIST 74348A467 215185 2030 SH SOLE 0 0 2030 QUALCOMM INC COM 747525103 301269 2339 SH SOLE 0 0 2339 REVOLUTION MEDICINES INC COM 76155X100 2626528 27008 SH SOLE 0 0 27008 RTX CORPORATION COM 75513E101 697790 3617 SH SOLE 0 0 3617 SALESFORCE INC COM 79466L302 271512 1455 SH SOLE 0 0 1455 SERVICENOW INC COM 81762P102 220601 2110 SH SOLE 0 0 2110 SNOWFLAKE INC COM SHS 833445109 301640 2000 SH SOLE 0 0 2000 SPDR GOLD TR GOLD SHS 78463V107 788722 1833 SH SOLE 0 0 1833 SPDR SERIES TRUST STATE STREET SPD 78464A201 457511 4735 SH SOLE 1199 0 3536 SPDR SERIES TRUST STATE STREET SPD 78464A763 757594 5191 SH SOLE 1003 0 4188 SPDR SERIES TRUST STATE STREET SPD 78468R853 381911 7904 SH SOLE 1873 0 6031 SPOTIFY TECHNOLOGY S A SHS L8681T102 330224 681 SH SOLE 254 0 427 SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 365850 15000 SH SOLE 0 0 15000 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1495603 42201 SH SOLE 0 0 42201 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 792152 16600 SH SOLE 0 0 16600 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 521280 1125 SH SOLE 0 0 1125 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3532227 5431 SH SOLE 2473 0 2958 T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 866432 19414 SH SOLE 836 0 18578 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 201555 596 SH SOLE 0 0 596 TESLA INC COM 88160R101 758954 2042 SH SOLE 0 0 2042 TEXAS INSTRS INC COM 882508104 274459 1414 SH SOLE 0 0 1414 TJX COS INC NEW COM 872540109 240382 1505 SH SOLE 0 0 1505 UNILEVER PLC SPON ADR NEW 904767803 610718 10720 SH SOLE 0 0 10720 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 279882 730 SH SOLE 143 0 587 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 623470 7951 SH SOLE 913 0 7038 VANGUARD INDEX FDS TOTAL STK MKT 922908769 13947091 43475 SH SOLE 8112 0 35363 VANGUARD INDEX FDS VALUE ETF 922908744 1779293 9069 SH SOLE 222 0 8847 VANGUARD INDEX FDS MID CAP ETF 922908629 17649772 61459 SH SOLE 6548 0 54911 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28338607 47425 SH SOLE 5739 0 41686 VANGUARD INDEX FDS GROWTH ETF 922908736 4464035 10220 SH SOLE 540 0 9680 VANGUARD INDEX FDS SMALL CP ETF 922908751 8733624 33345 SH SOLE 3264 0 30081 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1197988 14533 SH SOLE 214 0 14319 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 20150040 268309 SH SOLE 20058 0 248251 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 882956 11139 SH SOLE 1021 0 10118 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7269385 33802 SH SOLE 4584 0 29218 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8373787 130677 SH SOLE 17249 0 113428 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 444237 3000 SH SOLE 1426 0 1574 VANGUARD WORLD FD INF TECH ETF 92204A702 731199 1048 SH SOLE 0 0 1048 VANGUARD WORLD FD ESG US STK ETF 921910733 339043 3020 SH SOLE 0 0 3020 VERIZON COMMUNICATIONS INC COM 92343V104 256040 5100 SH SOLE 1745 0 3355 VISA INC COM CL A 92826C839 648904 2147 SH SOLE 0 0 2147 WALMART INC COM 931142103 388251 3124 SH SOLE 0 0 3124 WELLS FARGO & CO COM 949746101 287863 3616 SH SOLE 0 0 3616 WILLIAMS COS INC COM 969457100 211846 2911 SH SOLE 0 0 2911 WISDOMTREE TR US TOTAL DIVIDND 97717W109 429354 4972 SH SOLE 4972 0 0 YUM BRANDS INC COM 988498101 211943 1363 SH SOLE 0 0 1363