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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,152,690 17,890 SH   SOLE   17,889 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,540,502 8,684 SH   SOLE   8,684 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,849,136 31,219 SH   SOLE   31,219 0 0
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 257,062 1,080 SH   SOLE   1,080 0 0
APPLE INC COM 037833100 BBG001S5N8V8 1,648,961 8,037 SH   SOLE   8,037 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 1,009,727 272 SH   SOLE   272 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,706,710 5,572 SH   SOLE   5,572 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 902,600 8,141 SH   SOLE   8,141 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 651,381 658 SH   SOLE   658 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 224,701 1,137 SH   SOLE   1,137 0 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 1,396,161 4,361 SH   SOLE   4,361 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 283,644 1,102 SH   SOLE   1,102 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 1,361,409 3,713 SH   SOLE   3,713 0 0
INTUIT COM 461202103 BBG001S6TWR2 575,507 731 SH   SOLE   730 0 0
INVESCO EXCH TRADED FD TR II ESG NASDAQ 100 46138G540 BBG0136JTG07 224,408 5,932 SH   SOLE   5,932 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 942,543 4,150 SH   SOLE   4,150 0 0
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 BBG001SJW5Z0 1,117,948 21,503 SH   SOLE   21,503 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 477,976 2,630 SH   SOLE   2,630 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,050,124 3,716 SH   SOLE   3,716 0 0
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 314,107 5,037 SH   SOLE   5,037 0 0
ISHARES GOLD TR SHARES REPRESENT 46436F103 BBG011K3SP01 7,196,538 218,143 SH   SOLE   218,143 0 0
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 1,928,353 31,092 SH   SOLE   31,092 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 665,576 6,090 SH   SOLE   6,090 0 0
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 9,750,926 15,705 SH   SOLE   15,704 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 BBG007WGM3H4 3,625,779 83,891 SH   SOLE   83,891 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 302,956 1,045 SH   SOLE   1,045 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 715,201 1,524 SH   SOLE   1,524 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,630,926 4,682 SH   SOLE   4,681 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,672,060 3,620 SH   SOLE   3,620 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 9,740,770 19,583 SH   SOLE   19,582 0 0
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 236,472 2,517 SH   SOLE   2,517 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3,273,720 20,721 SH   SOLE   20,721 0 0
PROGRESSIVE CORP COM 743315103 BBG001S5V509 260,722 977 SH   SOLE   977 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 1,518,534 6,158 SH   SOLE   6,157 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 826,157 1,567 SH   SOLE   1,566 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 615,050 2,255 SH   SOLE   2,255 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 3,080,804 116,257 SH   SOLE   116,256 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 1,379,683 1,342 SH   SOLE   1,342 0 0
SHERWIN WILLIAMS CO COM 824348106 BBG001S5W2F9 1,454,617 4,236 SH   SOLE   4,236 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 859,556 1,391 SH   SOLE   1,391 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1,033,826 1,825 SH   SOLE   1,825 0 0
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 BBG001SPT9T9 410,025 7,540 SH   SOLE   7,540 0 0
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 BBG001SPTB87 923,090 12,699 SH   SOLE   12,699 0 0
STRYKER CORPORATION COM 863667101 BBG001S8FR03 1,462,820 3,697 SH   SOLE   3,697 0 0
T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 BBG01GZY8BG0 3,604,399 102,166 SH   SOLE   102,165 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 216,009 680 SH   SOLE   680 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1,770,259 4,038 SH   SOLE   4,038 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 9,341,293 33,382 SH   SOLE   33,382 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 31,884,103 56,131 SH   SOLE   56,131 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1,853,573 7,822 SH   SOLE   7,821 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2,457,578 8,086 SH   SOLE   8,086 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 3,499,043 69,605 SH   SOLE   69,605 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 265,056 5,406 SH   SOLE   5,406 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733 BBG00M0P2SP4 1,030,068 9,395 SH   SOLE   9,395 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 273,935 413 SH   SOLE   413 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 387,774 1,059 SH   SOLE   1,059 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 2,475,174 6,971 SH   SOLE   6,971 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 BBG005YHYNG8 12,511,048 248,679 SH   SOLE   248,679 0 0