ISHARES TR CORE S&P MCP ETF 464287507 217 957 SH SOLE NONE 0 0 957 ISHARES TR S&P MC 400GR ETF 464287606 216 3396 SH SOLE NONE 0 0 3396 ISHARES TR CORE S&P SCP ETF 464287804 227 2461 SH SOLE NONE 0 0 2461 ISHARES TR CORE S&P500 ETF 464287200 680 1793 SH SOLE NONE 0 0 1793 ISHARES TR RUS 1000 GRW ETF 464287614 233 1067 SH SOLE NONE 0 0 1067 SPDR S&P 500 ETF TR TR UNIT 78462F103 2140 5673 SH SOLE NONE 0 0 5673 ADOBE SYSTEMS INCORPORATED COM 00724F101 242 662 SH SOLE NONE 0 0 662 AMAZON COM INC COM 023135106 1287 12120 SH SOLE NONE 0 0 12120 BRISTOL-MYERS SQUIBB CO COM 110122108 298 3875 SH SOLE NONE 0 0 3875 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1387 5082 SH SOLE NONE 0 0 5082 INVESCO QQQ TR UNIT SER 1 46090E103 3570 12738 SH SOLE NONE 0 0 12738 AMGEN INC COM 031162100 1476 6066 SH SOLE NONE 0 0 6066 ADVANCED MICRO DEVICES INC COM 007903107 363 4741 SH SOLE NONE 0 0 4741 ILLINOIS TOOL WKS INC COM 452308109 626 3435 SH SOLE NONE 0 0 3435 QUALCOMM INC COM 747525103 397 3108 SH SOLE NONE 0 0 3108 HONEYWELL INTL INC COM 438516106 873 5025 SH SOLE NONE 0 0 5025 JOHNSON & JOHNSON COM 478160104 647 3643 SH SOLE NONE 0 0 3643 PFIZER INC COM 717081103 598 11410 SH SOLE NONE 0 0 11410 MICROSOFT CORP COM 594918104 2714 10566 SH SOLE NONE 0 0 10566 COCA COLA CO COM 191216100 1132 18000 SH SOLE NONE 0 0 18000 SPDR SER TR S&P 600 SMCP GRW 78464A201 495 7021 SH SOLE NONE 0 0 7021 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7837 54622 SH SOLE NONE 0 0 54622 EXXON MOBIL CORP COM 30231G102 1110 12966 SH SOLE NONE 0 0 12966 UNILEVER PLC SPON ADR NEW 904767704 812 17713 SH SOLE NONE 0 0 17713 COLGATE PALMOLIVE CO COM 194162103 1220 15218 SH SOLE NONE 0 0 15218 COSTCO WHSL CORP NEW COM 22160K105 210 439 SH SOLE NONE 0 0 439 LILLY ELI & CO COM 532457108 540 1665 SH SOLE NONE 0 0 1665 DIAGEO PLC SPON ADR NEW 25243Q205 861 4945 SH SOLE NONE 0 0 4945 DANAHER CORPORATION COM 235851102 1394 5500 SH SOLE NONE 0 0 5500 MERCK & CO INC COM 58933Y105 224 2460 SH SOLE NONE 0 0 2460 MORGAN STANLEY COM NEW 617446448 4768 62683 SH SOLE NONE 0 0 62683 PROCTER AND GAMBLE CO COM 742718109 628 4367 SH SOLE NONE 0 0 4367 JPMORGAN CHASE & CO COM 46625H100 466 4140 SH SOLE NONE 0 0 4140 MONDELEZ INTL INC CL A 609207105 983 15831 SH SOLE NONE 0 0 15831 UNITEDHEALTH GROUP INC COM 91324P102 284 554 SH SOLE NONE 0 0 554 RAYTHEON TECHNOLOGIES CORP COM 75513E101 229 2384 SH SOLE NONE 0 0 2384 VANGUARD INDEX FDS TOTAL STK MKT 922908769 519 2754 SH SOLE NONE 0 0 2754 CONSTELLATION BRANDS INC CL A 21036P108 350 1500 SH SOLE NONE 0 0 1500 APPLE INC COM 037833100 4538 33190 SH SOLE NONE 0 0 33190 CATERPILLAR INC COM 149123101 220 1233 SH SOLE NONE 0 0 1233 CHUBB LIMITED COM H1467J104 442 2250 SH SOLE NONE 0 0 2250 EATON VANCE LTD DURATION INC COM 27828H105 153 14800 SH SOLE NONE 0 0 14800 ISHARES TR SELECT DIVID ETF 464287168 207 1759 SH SOLE NONE 0 0 1759 ALPHABET INC CAP STK CL A 02079K305 1042 478 SH SOLE NONE 0 0 478 SPDR GOLD TR GOLD SHS 78463V107 601 3567 SH SOLE NONE 0 0 3567 VANGUARD INDEX FDS VALUE ETF 922908744 298 2259 SH SOLE NONE 0 0 2259 VANGUARD INDEX FDS MID CAP ETF 922908629 8789 44623 SH SOLE NONE 0 0 44623 VANGUARD INDEX FDS SMALL CP ETF 922908751 6917 39274 SH SOLE NONE 0 0 39274 AMERIPRISE FINL INC COM 03076C106 679 2857 SH SOLE NONE 0 0 2857 SPDR SER TR S&P DIVID ETF 78464A763 833 7019 SH SOLE NONE 0 0 7019 EATON VANCE SR FLTNG RTE TR COM 27828Q105 318 25891 SH SOLE NONE 0 0 25891 WISDOMTREE TR US TOTAL DIVIDND 97717W109 426 7351 SH SOLE NONE 0 0 7351 EXACT SCIENCES CORP COM 30063P105 1668 42350 SH SOLE NONE 0 0 42350 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 437 8743 SH SOLE NONE 0 0 8743 ISHARES TR SHORT TREAS BD 464288679 2121 19265 SH SOLE NONE 0 0 19265 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11406 148531 SH SOLE NONE 0 0 148531 BLACKSTONE INC COM 09260D107 835 9154 SH SOLE NONE 0 0 9154 INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639 200 2204 SH SOLE NONE 0 0 2204 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 284 2791 SH SOLE NONE 0 0 2791 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 5216 127848 SH SOLE NONE 0 0 127848 SPDR SER TR S&P 600 SML CAP 78464A813 503 6277 SH SOLE NONE 0 0 6277 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 469 6152 SH SOLE NONE 0 0 6152 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13847 39920 SH SOLE NONE 0 0 39920 ISHARES TR MSCI USA MIN VOL 46429B697 211 3000 SH SOLE NONE 0 0 3000 ISHARES INC MSCI GBL GOLD MN 46434G855 359 16500 SH SOLE NONE 0 0 16500 META PLATFORMS INC CL A 30303M102 506 3135 SH SOLE NONE 0 0 3135 SERVICENOW INC COM 81762P102 230 484 SH SOLE NONE 0 0 484 ISHARES TR CORE MSCI EAFE 46432F842 1354 23001 SH SOLE NONE 0 0 23001 ABBVIE INC COM 00287Y109 264 1721 SH SOLE NONE 0 0 1721 ZOETIS INC CL A 98978V103 238 1387 SH SOLE NONE 0 0 1387 ISHARES TR BLACKROCK ULTRA 46434V878 1338 26731 SH SOLE NONE 0 0 26731 ALPHABET INC CAP STK CL C 02079K107 245 112 SH SOLE NONE 0 0 112 SCPHARMACEUTICALS INC COM 810648105 51 10592 SH SOLE NONE 0 0 10592 PALANTIR TECHNOLOGIES INC CL A 69608A108 282 31065 SH SOLE NONE 0 0 31065 SQZ BIOTECHNOLOGIES CO COM 78472W104 164 51707 SH SOLE NONE 0 0 51707 SEMRUSH HLDGS INC CL A COM 81686C104 129 10000 SH SOLE NONE 0 0 10000