ACV AUCTIONS INC COM CL A 00091G104 68099 16061 SH SOLE 0 0 16061 AFLAC INC COM 001055102 2192773 19987 SH SOLE 0 0 19987 ALPHABET INC CAP STK CL A 02079K305 4695620 16329 SH SOLE 0 0 16329 AMAZON COM INC COM 023135106 23582842 113232 SH SOLE 0 0 113232 APPLE INC COM 037833100 21684357 85442 SH SOLE 0 0 85442 AVALONBAY CMNTYS INC COM 053484101 1508452 9234 SH SOLE 0 0 9234 BANK AMERICA CORP COM 060505104 215663 4424 SH SOLE 0 0 4424 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24301191 50712 SH SOLE 0 0 50712 BLACKSTONE INC COM 09260D107 493473 4291 SH SOLE 0 0 4291 BOEING CO COM 097023105 333973 1678 SH SOLE 0 0 1678 BXP INC COM 101121101 6752073 130098 SH SOLE 0 0 130098 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 6721929 158014 SH SOLE 0 0 158014 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 6653505 225619 SH SOLE 0 0 225619 CARRIER GLOBAL CORPORATION COM 14448C104 6145231 109132 SH SOLE 0 0 109132 CAVA GROUP INC COM 148929102 750105 9272 SH SOLE 0 0 9272 CELLECTAR BIOSCIENCES INC COM NEW 15117F880 50051 10384 SH SOLE 0 0 10384 COCA COLA CO COM 191216100 1701771 22377 SH SOLE 0 0 22377 COSTAR GROUP INC COM 22160N109 240911 5972 SH SOLE 0 0 5972 DRAFTKINGS INC NEW COM CL A 26142V105 224373 10378 SH SOLE 0 0 10378 ELI LILLY & CO COM 532457108 468176 509 SH SOLE 0 0 509 ENBRIDGE INC COM 29250N105 3832625 70791 SH SOLE 0 0 70791 EVERSOURCE ENERGY COM 30040W108 4522403 65277 SH SOLE 0 0 65277 EXXON MOBIL CORP COM 30231G102 1079838 6365 SH SOLE 0 0 6365 FUNDVANTAGE TR POLEN FOCUS GROW 36087T395 10245612 500775 SH SOLE 0 0 500775 GOLDMAN SACHS GROUP INC COM 38141G104 1253815 1482 SH SOLE 0 0 1482 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 336240 6373 SH SOLE 0 0 6373 HOME DEPOT INC COM 437076102 4975567 15128 SH SOLE 0 0 15128 IMUNON INC COM NEW 15117N701 247765 34364 SH SOLE 0 0 34364 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 52635 16346 SH SOLE 0 0 16346 INTERNATIONAL BUSINESS MACHS COM 459200101 210146 867 SH SOLE 0 0 867 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 621060 16165 SH SOLE 0 0 16165 ISHARES TR RUS 1000 VAL ETF 464287598 4784836 22394 SH SOLE 0 0 22394 ISHARES TR MSCI INDIA ETF 46429B598 1363747 29115 SH SOLE 0 0 29115 ISHARES TR RUS 1000 GRW ETF 464287614 1333810 3128 SH SOLE 0 0 3128 ISHARES TR U.S. TECH ETF 464287721 1129140 9834 SH SOLE 0 0 9834 ISHARES TR CORE S&P SCP ETF 464287804 436372 3510 SH SOLE 0 0 3510 ISHARES TR CORE S&P500 ETF 464287200 259375 397 SH SOLE 0 0 397 ISHARES TR SELECT DIVID ETF 464287168 231099 1526 SH SOLE 0 0 1526 JOHNSON & JOHNSON COM 478160104 721124 2950 SH SOLE 0 0 2950 JPMORGAN CHASE & CO COM 46625H100 793349 2697 SH SOLE 0 0 2697 KINDER MORGAN INC DEL COM 49456B101 6141337 183159 SH SOLE 0 0 183159 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 671383 24503 SH SOLE 0 0 24503 LABCORP HOLDINGS INC COM SHS 504922105 1846962 6922 SH SOLE 0 0 6922 LITHIUM ARGENTINA AG COM SHS H5012F103 406051 60786 SH SOLE 0 0 60786 MARKEL GROUP INC COM 570535104 8031438 4196 SH SOLE 0 0 4196 MASTERCARD INCORPORATED CL A 57636Q104 371813 744 SH SOLE 0 0 744 META PLATFORMS INC CL A 30303M102 862173 1507 SH SOLE 0 0 1507 MICRON TECHNOLOGY INC COM 595112103 7821672 23152 SH SOLE 0 0 23152 MICROSOFT CORP COM 594918104 8672895 23429 SH SOLE 0 0 23429 NETFLIX INC. COM 64110L106 1607628 16720 SH SOLE 0 0 16720 NVIDIA CORPORATION COM 67066G104 3986267 22857 SH SOLE 0 0 22857 ORACLE CORP COM 68389X105 437173 2972 SH SOLE 0 0 2972 OTIS WORLDWIDE CORP COM 68902V107 1979305 25679 SH SOLE 0 0 25679 PARK HOTELS & RESORTS INC COM 700517105 7009592 665678 SH SOLE 0 0 665678 PEPSICO INC COM 713448108 466588 3005 SH SOLE 0 0 3005 RYDER SYS INC COM 783549108 5983247 29228 SH SOLE 0 0 29228 SALESFORCE INC COM 79466L302 7852647 42067 SH SOLE 0 0 42067 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 395231 15415 SH SOLE 0 0 15415 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 375558 7607 SH SOLE 0 0 7607 SERA PROGNOSTICS INC CLASS A COM 81749D107 25719 12669 SH SOLE 0 0 12669 SERVICENOW INC COM 81762P102 4031344 38559 SH SOLE 0 0 38559 SHOPIFY INC CL A SUB VTG SHS 82509L107 311141 2623 SH SOLE 0 0 2623 SIMON PPTY GROUP INC NEW COM 828806109 5507220 29525 SH SOLE 0 0 29525 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 732837 31752 SH SOLE 0 0 31752 SPOTIFY TECHNOLOGY S A SHS L8681T102 206087 425 SH SOLE 0 0 425 STARWOOD PPTY TR INC COM 85571B105 1687920 98021 SH SOLE 0 0 98021 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 643109 989 SH SOLE 0 0 989 STRATEGY INC CL A NEW 594972408 238119 1908 SH SOLE 0 0 1908 STRYKER CORPORATION COM 863667101 451249 1373 SH SOLE 0 0 1373 SWEETGREEN INC COM CL A 87043Q108 177498 34200 SH SOLE 0 0 34200 TEMPUS AI INC CL A 88023B103 1647863 36441 SH SOLE 0 0 36441 TESLA INC COM 88160R101 10886699 29285 SH SOLE 0 0 29285 UNITED RENTALS INC COM 911363109 5117665 7024 SH SOLE 0 0 7024 VANGUARD INDEX FDS MID CAP ETF 922908629 16377644 57029 SH SOLE 0 0 57029 VANGUARD INDEX FDS GROWTH ETF 922908736 9481988 21708 SH SOLE 0 0 21708 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6029942 18796 SH SOLE 0 0 18796 VANGUARD INDEX FDS SMALL CP ETF 922908751 432696 1652 SH SOLE 0 0 1652 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 426867 714 SH SOLE 0 0 714 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 315977 5846 SH SOLE 0 0 5846 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3158460 39844 SH SOLE 0 0 39844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8035891 37366 SH SOLE 0 0 37366 VANGUARD WORLD FD INF TECH ETF 92204A702 618467 886 SH SOLE 0 0 886 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 541361 1734 SH SOLE 0 0 1734 VISA INC COM CL A 92826C839 3256857 10776 SH SOLE 0 0 10776 WALMART INC COM 931142103 6836475 55009 SH SOLE 0 0 55009 WISDOMTREE TR INDIA ERNGS FD 97717W422 361298 8855 SH SOLE 0 0 8855