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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 231 1,721 SH   SOLE NONE 0 0 1,721
ADVANCED MICRO DEVICES INC COM 007903107 300 4,741 SH   SOLE NONE 0 0 4,741
ALPHABET INC CAP STK CL A 02079K305 930 9,720 SH   SOLE NONE 0 0 9,720
ALPHABET INC CAP STK CL C 02079K107 215 2,240 SH   SOLE NONE 0 0 2,240
AMAZON COM INC COM 023135106 1,415 12,520 SH   SOLE NONE 0 0 12,520
AMERIPRISE FINL INC COM 03076C106 732 2,904 SH   SOLE NONE 0 0 2,904
AMGEN INC COM 031162100 1,377 6,111 SH   SOLE NONE 0 0 6,111
APPLE INC COM 037833100 4,610 33,354 SH   SOLE NONE 0 0 33,354
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,483 9,300 SH   SOLE NONE 0 0 9,300
BLACKSTONE INC COM 09260D107 822 9,818 SH   SOLE NONE 0 0 9,818
BRISTOL-MYERS SQUIBB CO COM 110122108 275 3,875 SH   SOLE NONE 0 0 3,875
CATERPILLAR INC COM 149123101 203 1,235 SH   SOLE NONE 0 0 1,235
CHUBB LIMITED COM H1467J104 409 2,250 SH   SOLE NONE 0 0 2,250
COCA COLA CO COM 191216100 1,008 18,000 SH   SOLE NONE 0 0 18,000
COLGATE PALMOLIVE CO COM 194162103 1,072 15,254 SH   SOLE NONE 0 0 15,254
CONSTELLATION BRANDS INC CL A 21036P108 355 1,545 SH   SOLE NONE 0 0 1,545
COSTCO WHSL CORP NEW COM 22160K105 276 584 SH   SOLE NONE 0 0 584
DANAHER CORPORATION COM 235851102 1,431 5,540 SH   SOLE NONE 0 0 5,540
DIAGEO PLC SPON ADR NEW 25243Q205 842 4,960 SH   SOLE NONE 0 0 4,960
EATON VANCE LTD DURATION INC COM 27828H105 136 14,800 SH   SOLE NONE 0 0 14,800
EATON VANCE SR FLTNG RTE TR COM 27828Q105 288 25,911 SH   SOLE NONE 0 0 25,911
EXACT SCIENCES CORP COM 30063P105 1,376 42,350 SH   SOLE NONE 0 0 42,350
EXXON MOBIL CORP COM 30231G102 299 3,424 SH   SOLE NONE 0 0 3,424
HONEYWELL INTL INC COM 438516106 839 5,026 SH   SOLE NONE 0 0 5,026
ILLINOIS TOOL WKS INC COM 452308109 621 3,440 SH   SOLE NONE 0 0 3,440
INVESCO QQQ TR UNIT SER 1 46090E103 3,400 12,720 SH   SOLE NONE 0 0 12,720
ISHARES INC MSCI GBL GOLD MN 46434G855 310 16,500 SH   SOLE NONE 0 0 16,500
ISHARES TR CORE S&P MCP ETF 464287507 454 2,069 SH   SOLE NONE 0 0 2,069
ISHARES TR S&P MC 400GR ETF 464287606 214 3,398 SH   SOLE NONE 0 0 3,398
ISHARES TR CORE S&P SCP ETF 464287804 252 2,894 SH   SOLE NONE 0 0 2,894
ISHARES TR CORE S&P500 ETF 464287200 819 2,283 SH   SOLE NONE 0 0 2,283
ISHARES TR RUS 1000 GRW ETF 464287614 225 1,068 SH   SOLE NONE 0 0 1,068
ISHARES TR MSCI EAFE ETF 464287465 307 5,476 SH   SOLE NONE 0 0 5,476
ISHARES TR SHORT TREAS BD 464288679 2,190 19,909 SH   SOLE NONE 0 0 19,909
ISHARES TR CORE MSCI EAFE 46432F842 939 17,820 SH   SOLE NONE 0 0 17,820
ISHARES TR BLACKROCK ULTRA 46434V878 1,396 27,913 SH   SOLE NONE 0 0 27,913
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 252 5,032 SH   SOLE NONE 0 0 5,032
JOHNSON & JOHNSON COM 478160104 605 3,703 SH   SOLE NONE 0 0 3,703
JPMORGAN CHASE & CO COM 46625H100 458 4,378 SH   SOLE NONE 0 0 4,378
LILLY ELI & CO COM 532457108 538 1,665 SH   SOLE NONE 0 0 1,665
MERCK & CO INC COM 58933Y105 222 2,575 SH   SOLE NONE 0 0 2,575
META PLATFORMS INC CL A 30303M102 442 3,255 SH   SOLE NONE 0 0 3,255
MICROSOFT CORP COM 594918104 2,471 10,610 SH   SOLE NONE 0 0 10,610
MONDELEZ INTL INC CL A 609207105 868 15,831 SH   SOLE NONE 0 0 15,831
MORGAN STANLEY COM NEW 617446448 4,954 62,698 SH   SOLE NONE 0 0 62,698
NETFLIX INC COM 64110L106 217 921 SH   SOLE NONE 0 0 921
PALANTIR TECHNOLOGIES INC CL A 69608A108 253 31,065 SH   SOLE NONE 0 0 31,065
PFIZER INC COM 717081103 508 11,601 SH   SOLE NONE 0 0 11,601
PROCTER AND GAMBLE CO COM 742718109 544 4,308 SH   SOLE NONE 0 0 4,308
QUALCOMM INC COM 747525103 351 3,108 SH   SOLE NONE 0 0 3,108
RAYTHEON TECHNOLOGIES CORP COM 75513E101 337 4,121 SH   SOLE NONE 0 0 4,121
SCPHARMACEUTICALS INC COM 810648105 69 10,592 SH   SOLE NONE 0 0 10,592
SELECT SECTOR SPDR TR ENERGY 81369Y506 203 2,812 SH   SOLE NONE 0 0 2,812
SEMRUSH HLDGS INC CL A COM 81686C104 112 10,000 SH   SOLE NONE 0 0 10,000
SPDR GOLD TR GOLD SHS 78463V107 402 2,599 SH   SOLE NONE 0 0 2,599
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,088 5,845 SH   SOLE NONE 0 0 5,845
SPDR SER TR S&P 600 SMCP GRW 78464A201 476 6,985 SH   SOLE NONE 0 0 6,985
SPDR SER TR S&P DIVID ETF 78464A763 781 7,005 SH   SOLE NONE 0 0 7,005
SPDR SER TR S&P 600 SML CAP 78464A813 478 6,311 SH   SOLE NONE 0 0 6,311
SQZ BIOTECHNOLOGIES CO COM 78472W104 118 51,707 SH   SOLE NONE 0 0 51,707
UNILEVER PLC SPON ADR NEW 904767704 777 17,724 SH   SOLE NONE 0 0 17,724
UNITEDHEALTH GROUP INC COM 91324P102 252 499 SH   SOLE NONE 0 0 499
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11,996 160,327 SH   SOLE NONE 0 0 160,327
VANGUARD INDEX FDS TOTAL STK MKT 922908769 502 2,797 SH   SOLE NONE 0 0 2,797
VANGUARD INDEX FDS VALUE ETF 922908744 330 2,676 SH   SOLE NONE 0 0 2,676
VANGUARD INDEX FDS MID CAP ETF 922908629 9,205 48,968 SH   SOLE NONE 0 0 48,968
VANGUARD INDEX FDS SMALL CP ETF 922908751 7,335 42,916 SH   SOLE NONE 0 0 42,916
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15,320 46,666 SH   SOLE NONE 0 0 46,666
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 283 6,380 SH   SOLE NONE 0 0 6,380
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 477 6,425 SH   SOLE NONE 0 0 6,425
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8,025 59,374 SH   SOLE NONE 0 0 59,374
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5,004 137,617 SH   SOLE NONE 0 0 137,617
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 265 2,792 SH   SOLE NONE 0 0 2,792
WISDOMTREE TR US TOTAL DIVIDND 97717W109 402 7,405 SH   SOLE NONE 0 0 7,405
ZOETIS INC CL A 98978V103 206 1,387 SH   SOLE NONE 0 0 1,387