ABBVIE INC COM 00287Y109 437746 1740 SH SOLE 0 0 1740 ADVANCED MICRO DEVICES INC COM 007903107 2688161 4628 SH SOLE 20 0 4608 ALPHABET INC CAP STK CL C 02079K107 4589286 12989 SH SOLE 990 0 11999 ALPHABET INC CAP STK CL A 02079K305 5372386 15033 SH SOLE 0 0 15033 AMAZON COM INC COM 023135106 4380027 18377 SH SOLE 544 0 17833 AMERICAN EXPRESS CO COM 025816109 554592 1640 SH SOLE 0 0 1640 AMERIPRISE FINL INC COM 03076C106 1100634 2399 SH SOLE 0 0 2399 AMGEN INC COM 031162100 571432 1578 SH SOLE 0 0 1578 ANALOG DEVICES INC COM 032654105 262177 660 SH SOLE 0 0 660 AON PLC SHS CL A G0403H108 353017 1064 SH SOLE 0 0 1064 APPLE INC COM 037833100 17970203 62103 SH SOLE 12 0 62091 APPLIED MATLS INC COM 038222105 2102104 2907 SH SOLE 0 0 2907 ASML HLDG NV N Y REGISTRY SHS N07059210 1146321 576 SH SOLE 0 0 576 BANK OF AMER CORP COM 060505104 476464 8362 SH SOLE 15 0 8347 BECTON DICKINSON & CO COM 075887109 594273 3927 SH SOLE 0 0 3927 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18015052 36002 SH SOLE 4025 0 31977 BHP BILLITON LIMITED SPONSORED ADS 088606108 357983 4297 SH SOLE 0 0 4297 BLACKROCK ETF TRUST II ISHA FLEX IN ETF 092528603 797853 15244 SH SOLE 0 0 15244 BLACKSTONE INC COM 09260D107 1524496 12956 SH SOLE 0 0 12956 BOEING CO COM 097023105 232922 1076 SH SOLE 0 0 1076 BRISTOL-MYERS SQUIBB CO COM 110122108 226562 3932 SH SOLE 400 0 3532 BROADCOM INC COM 11135F101 1531089 4053 SH SOLE 0 0 4053 CATERPILLAR INC COM 149123101 1436630 1349 SH SOLE 0 0 1349 CHEVRON CORPORATION COM 166764100 775416 4678 SH SOLE 0 0 4678 CHUBB LIMITED COM H1467J104 742940 2180 SH SOLE 0 0 2180 CISCO SYS INC COM 17275R102 421911 3592 SH SOLE 0 0 3592 CITIGROUP INC COM NEW 172967424 349225 2495 SH SOLE 0 0 2495 COCA COLA CO COM 191216100 1365192 16798 SH SOLE 0 0 16798 COLGATE PALMOLIVE CO COM 194162103 1123263 12252 SH SOLE 0 0 12252 COSTCO WHOLESALE CORPORATION COM 22160K105 701701 750 SH SOLE 0 0 750 CROWDSTRIKE HLDGS INC CL A 22788C105 254126 333 SH SOLE 0 0 333 DANAHER CORP DEL COM 235851102 1047191 5498 SH SOLE 0 0 5498 DIAGEO PLC SPON ADR NEW 25243Q205 497472 6189 SH SOLE 0 0 6189 EASTERN BANKSHARES INC COM 27627N105 1338814 60198 SH SOLE 0 0 60198 EATON CORP PLC SHS G29183103 364348 855 SH SOLE 0 0 855 EATON VANCE LIMITED DURATION COM 27828H105 146172 15600 SH SOLE 0 0 15600 EATON VANCE SR FLTNG RTE TR COM 27828Q105 106000 10000 SH SOLE 0 0 10000 ELI LILLY & CO COM 532457108 2739911 2284 SH SOLE 0 0 2284 EMCOR GROUP INC COM 29084Q100 746892 900 SH SOLE 0 0 900 EMERSON ELEC CO COM 291011104 400901 2801 SH SOLE 0 0 2801 EOG RES INC COM 26875P101 290389 2238 SH SOLE 0 0 2238 EXXON MOBIL CORP COM 30231G102 1615926 11819 SH SOLE 0 0 11819 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 281782 5520 SH SOLE 1044 0 4476 GE AEROSPACE COM NEW 369604301 549639 1471 SH SOLE 0 0 1471 GE VERNOVA INC COM 36828A101 456780 389 SH SOLE 0 0 389 GOLDMAN SACHS GROUP INC COM 38141G104 977718 967 SH SOLE 52 0 915 HOME DEPOT INC COM 437076102 1012302 2870 SH SOLE 0 0 2870 HONEYWELL INTL INC COM 438516205 647743 2893 SH SOLE 0 0 2893 ILLINOIS TOOL WKS INC COM 452308109 1068600 3951 SH SOLE 0 0 3951 INTEL CORP COM 458140100 1941184 13902 SH SOLE 0 0 13902 INTERNATIONAL BUSINESS MACHS COM 459200101 1165255 4144 SH SOLE 0 0 4144 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 4083353 13478 SH SOLE 1931 0 11547 INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 221790 2400 SH SOLE 0 0 2400 INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 734075 7052 SH SOLE 5552 0 1500 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 254751 4715 SH SOLE 0 0 4715 INVESCO QQQ TR UNIT SER 1 46090E103 5880054 7985 SH SOLE 1163 0 6822 ISHARES GOLD TR ISHARES NEW 464285204 469672 6220 SH SOLE 0 0 6220 ISHARES INC MSCI GBL GOLD MN 46434G855 1086174 16814 SH SOLE 0 0 16814 ISHARES TR CORE MSCI TOTAL 46432F834 1406230 14734 SH SOLE 0 0 14734 ISHARES TR RUS MD CP GR ETF 464287481 255721 1747 SH SOLE 89 0 1658 ISHARES TR S&P MC 400GR ETF 464287606 403817 3437 SH SOLE 0 0 3437 ISHARES TR CORE S&P MCP ETF 464287507 21923174 284311 SH SOLE 17600 0 266711 ISHARES TR MSCI EAFE ETF 464287465 1523679 14668 SH SOLE 1568 0 13100 ISHARES TR 0-5 YR TIPS ETF 46429B747 234866 2299 SH SOLE 154 0 2145 ISHARES TR NATIONAL MUN ETF 464288414 397398 3693 SH SOLE 0 0 3693 ISHARES TR ULTRA SHORT DUR 46434V878 426413 8430 SH SOLE 0 0 8430 ISHARES TR TRUST ISHARE 0-1 464288679 868613 7871 SH SOLE 3235 0 4636 ISHARES TR RUS MID CAP ETF 464287499 384860 3489 SH SOLE 0 0 3489 ISHARES TR CORE S&P500 ETF 464287200 33666036 44954 SH SOLE 3326 0 41628 ISHARES TR CORE S&P SCP ETF 464287804 1351840 9115 SH SOLE 25 0 9090 ISHARES TR DOW JONES US ETF 464287846 350443 1923 SH SOLE 1923 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 9810388 187185 SH SOLE 27837 0 159348 ISHARES TR RUS TP200 GR ETF 464289438 412390 1419 SH SOLE 0 0 1419 ISHARES TR CORE MSCI EAFE 46432F842 8470389 87703 SH SOLE 9447 0 78256 ISHARES TR CORE US AGGBD ET 464287226 12058431 121827 SH SOLE 21237 0 100590 ISHARES TR RUS 1000 GRW ETF 464287614 951459 7663 SH SOLE 0 0 7663 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1158700 22720 SH SOLE 0 0 22720 J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 46654Q773 342934 6571 SH SOLE 1477 0 5094 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 318866 6305 SH SOLE 1401 0 4904 JOHNSON & JOHNSON COM 478160104 1963559 7731 SH SOLE 75 0 7656 JPMORGAN CHASE & CO COM 46625H100 3319866 10142 SH SOLE 0 0 10142 KLA CORP COM NEW 482480100 341922 1133 SH SOLE 0 0 1133 LAM RESEARCH CORP COM NEW 512807306 405164 935 SH SOLE 0 0 935 LOCKHEED MARTIN CORP COM 539830109 214483 421 SH SOLE 0 0 421 MARATHON PETE CORP COM 56585A102 222698 871 SH SOLE 0 0 871 MASTERCARD INCORPORATED CL A 57636Q104 575068 1120 SH SOLE 0 0 1120 MERCK & CO INC COM 58933Y105 296731 2309 SH SOLE 0 0 2309 META PLATFORMS INC CL A 30303M102 2485578 4412 SH SOLE 386 0 4026 MICRON TECHNOLOGY INC COM 595112103 1058531 917 SH SOLE 0 0 917 MICROSOFT CORP COM 594918104 6059376 16244 SH SOLE 332 0 15912 MONDELEZ INTL INC CL A 609207105 259099 4480 SH SOLE 0 0 4480 MORGAN STANLEY COM NEW 617446448 7313923 34988 SH SOLE 156 0 34832 NANOVIRICIDES INC COM 630087302 13800 10000 SH SOLE 0 0 10000 NETFLIX INC. COM 64110L106 939276 13155 SH SOLE 4399 0 8756 NEXTERA ENERGY INC COM 65339F101 209019 2381 SH SOLE 0 0 2381 NVIDIA CORPORATION COM 67066G104 5341248 26695 SH SOLE 1054 0 25641 ORACLE CORP COM 68389X105 495077 3378 SH SOLE 0 0 3378 PALANTIR TECHNOLOGIES INC CL A 69608A108 246875 2116 SH SOLE 0 0 2116 PALO ALTO NETWORKS INC COM 697435105 316808 929 SH SOLE 0 0 929 PEPSICO INC COM 713448108 658178 4861 SH SOLE 0 0 4861 PHILIP MORRIS INTL INC COM 718172109 250068 1382 SH SOLE 0 0 1382 PHILLIPS 66 COM 718546104 364976 2159 SH SOLE 0 0 2159 PROCTER & GAMBLE CO COM 742718109 582302 3971 SH SOLE 3 0 3968 PROGRESSIVE CORP COM 743315103 296527 1357 SH SOLE 0 0 1357 PROLOGIS INC. COM 74340W103 522144 3854 SH SOLE 0 0 3854 PROSHARES TR S&P 500 DV ARIST 74348A467 228799 4074 SH SOLE 0 0 4074 REVOLUTION MEDICINES INC COM 76155X100 5058058 27008 SH SOLE 0 0 27008 RPM INTL INC COM 749685103 205605 1850 SH SOLE 1840 0 10 RTX CORPORATION COM 75513E101 744998 3927 SH SOLE 0 0 3927 SALESFORCE INC COM 79466L302 210473 1344 SH SOLE 0 0 1344 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 220725 7500 SH SOLE 0 0 7500 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 215115 1356 SH SOLE 0 0 1356 SERVICENOW INC COM 81762P102 216828 2184 SH SOLE 0 0 2184 SPDR GOLD TR GOLD SHS 78463V107 627351 1703 SH SOLE 0 0 1703 SPDR SERIES TRUST ST STR SP DIV 78464A763 759915 4994 SH SOLE 906 0 4088 SPDR SERIES TRUST ST STR SP600 SML 78468R853 434576 7536 SH SOLE 1798 0 5738 SPDR SERIES TRUST ST STR SP600GRWO 78464A201 564177 4736 SH SOLE 1199 0 3537 SPOTIFY TECHNOLOGY S A SHS L8681T102 312668 681 SH SOLE 254 0 427 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 663795 16500 SH SOLE 0 0 16500 SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1261136 41801 SH SOLE 0 0 41801 SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 289655 15350 SH SOLE 0 0 15350 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 589683 1129 SH SOLE 0 0 1129 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 5022638 6726 SH SOLE 2473 0 4253 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 253906 361 SH SOLE 0 0 361 T ROWE PRICE EXCHANGE-TRADED PRICE DIV GRWT 87283Q404 4275411 87200 SH SOLE 8555 0 78645 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 658769 1379 SH SOLE 0 0 1379 TESLA INC COM 88160R101 1000847 2380 SH SOLE 49 0 2331 TEXAS INSTRS INC COM 882508104 482972 1620 SH SOLE 0 0 1620 TJX COS INC NEW COM 872540109 260190 1717 SH SOLE 0 0 1717 TORTOISE CAPITAL SERIES TRUS AI INFRA ETF 890930803 279600 5000 SH SOLE 0 0 5000 UNILEVER PLC SPON ADR NEW 904767803 659479 10969 SH SOLE 0 0 10969 UNION PAC CORP COM 907818108 234339 862 SH SOLE 0 0 862 UNITEDHEALTH GROUP INC COM 91324P102 327696 788 SH SOLE 0 0 788 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 478800 730 SH SOLE 143 0 587 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 560897 7199 SH SOLE 913 0 6286 VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 242144 2407 SH SOLE 0 0 2407 VANGUARD INDEX FDS SMALL CP ETF 922908751 10021767 33062 SH SOLE 3214 0 29848 VANGUARD INDEX FDS MID CAP ETF 922908629 21921862 272085 SH SOLE 30188 0 241897 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 32573203 47427 SH SOLE 5700 0 41727 VANGUARD INDEX FDS VALUE ETF 922908744 1976392 9069 SH SOLE 222 0 8847 VANGUARD INDEX FDS GROWTH ETF 922908736 5337999 61969 SH SOLE 3301 0 58668 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16400760 44321 SH SOLE 8212 0 36109 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1286787 14533 SH SOLE 214 0 14319 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 23468272 280218 SH SOLE 21570 0 258648 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 434992 8660 SH SOLE 1407 0 7253 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 786961 9958 SH SOLE 700 0 9258 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8405206 35522 SH SOLE 4635 0 30887 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9626026 135102 SH SOLE 18846 0 116256 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 474141 3000 SH SOLE 1426 0 1574 VANGUARD WORLD FD ESG INTL STK ETF 921910725 222400 2701 SH SOLE 0 0 2701 VANGUARD WORLD FD ESG US STK ETF 921910733 399773 3023 SH SOLE 0 0 3023 VANGUARD WORLD FD INF TECH ETF 92204A702 1666032 13939 SH SOLE 0 0 13939 VERIZON COMMUNICATIONS INC COM 92343V104 200539 4736 SH SOLE 1745 0 2991 VERTIV HOLDINGS CO COM CL A 92537N108 229017 684 SH SOLE 0 0 684 VISA INC COM CL A 92826C839 849314 2475 SH SOLE 0 0 2475 WALMART INC COM 931142103 392521 3466 SH SOLE 0 0 3466 WATERS CORP COM 941848103 203647 543 SH SOLE 0 0 543 WELLS FARGO & CO COM 949746101 305051 3691 SH SOLE 0 0 3691 WILLIAMS COS INC COM 969457100 225496 3033 SH SOLE 0 0 3033 WISDOMTREE TR US TOTAL DIVIDND 97717W109 465909 4997 SH SOLE 4997 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 294971 1700 SH SOLE 0 0 1700 YUM BRANDS INC COM 988498101 211751 1325 SH SOLE 0 0 1325