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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AON PLC SHS CL A G0403H108   611,468 1,715 SH   SOLE   0 0 1,715
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   274,185 1,112 SH   SOLE   0 0 1,112
CLARIVATE PLC ORD SHS G21810109   75,148 19,621 SH   SOLE   0 0 19,621
WILLIS TOWERS WATSON PLC LTD SHS G96629103   288,798 836 SH   SOLE   0 0 836
SPOTIFY TECHNOLOGY S A SHS L8681T102   216,303 310 SH   SOLE   0 0 310
AES CORP COM 00130H105   168,757 12,823 SH   SOLE   0 0 12,823
AT&T INC COM 00206R102   1,409,902 49,926 SH   SOLE   0 0 49,926
ABBOTT LABS COM 002824100   912,808 6,815 SH   SOLE   0 0 6,815
ABBVIE INC COM 00287Y109   873,378 3,772 SH   SOLE   0 0 3,772
ADOBE INC COM 00724F101   679,779 1,927 SH   SOLE   0 0 1,927
ADVANCED MICRO DEVICES INC COM 007903107   331,735 2,050 SH   SOLE   0 0 2,050
AFFILIATED MANAGERS GROUP IN COM 008252108   238,283 999 SH   SOLE   0 0 999
AFFIRM HLDGS INC COM CL A 00827B106   202,711 2,774 SH   SOLE   0 0 2,774
AIRBNB INC COM CL A 009066101   272,723 2,246 SH   SOLE   0 0 2,246
ALLSTATE CORP COM 020002101   260,189 1,212 SH   SOLE   0 0 1,212
EA SERIES TRUST STRIVE US SEMICO 02072L672   590,359 9,451 SH   SOLE   0 0 9,451
ALPHABET INC CAP STK CL C 02079K107   2,545,053 10,450 SH   SOLE   0 0 10,450
ALPHABET INC CAP STK CL A 02079K305   699,486 2,877 SH   SOLE   0 0 2,877
AMAZON COM INC COM 023135106   3,384,460 15,414 SH   SOLE   0 0 15,414
AMERICAN ELEC PWR CO INC COM 025537101   314,707 2,797 SH   SOLE   0 0 2,797
AMERICAN EXPRESS CO COM 025816109   20,599,688 62,017 SH   SOLE   0 0 62,017
AMERIPRISE FINL INC COM 03076C106   4,985,046 10,148 SH   SOLE   0 0 10,148
APPLE INC COM 037833100   7,145,195 28,061 SH   SOLE   0 0 28,061
APPLOVIN CORP COM CL A 03831W108   2,063,832 2,872 SH   SOLE   0 0 2,872
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   257,769 1,297 SH   SOLE   0 0 1,297
AUTOMATIC DATA PROCESSING IN COM 053015103   374,122 1,275 SH   SOLE   0 0 1,275
BAKER HUGHES COMPANY CL A 05722G100   554,342 11,378 SH   SOLE   0 0 11,378
BANK AMERICA CORP COM 060505104   2,853,151 55,304 SH   SOLE   0 0 55,304
BERKSHIRE HATHAWAY INC DEL CL A 084670108   15,084,000 20 SH   SOLE   0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,050,933 12,036 SH   SOLE   0 0 12,036
BIOMEA FUSION INC COM 09077A106   28,280 14,000 SH   SOLE   0 0 14,000
BLACKROCK INC COM 09290D101   567,446 487 SH   SOLE   0 0 487
BROADCOM INC COM 11135F101   697,126 2,113 SH   SOLE   0 0 2,113
THE CIGNA GROUP COM 125523100   278,021 965 SH   SOLE   0 0 965
CAMECO CORP COM 13321L108   315,079 3,757 SH   SOLE   0 0 3,757
CHEVRON CORP NEW COM 166764100   997,007 6,420 SH   SOLE   0 0 6,420
CISCO SYS INC COM 17275R102   233,574 3,414 SH   SOLE   0 0 3,414
CITIGROUP INC COM NEW 172967424   605,359 5,964 SH   SOLE   0 0 5,964
COCA COLA CO COM 191216100   248,991 3,754 SH   SOLE   0 0 3,754
CORNING INC COM 219350105   245,205 2,989 SH   SOLE   0 0 2,989
COSTAR GROUP INC COM 22160N109   496,322 5,883 SH   SOLE   0 0 5,883
DATADOG INC CL A COM 23804L103   241,380 1,695 SH   SOLE   0 0 1,695
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   202,541 4,065 SH   SOLE   0 0 4,065
DISNEY WALT CO COM 254687106   368,924 3,222 SH   SOLE   0 0 3,222
DOORDASH INC CL A 25809K105   264,556 973 SH   SOLE   0 0 973
DYCOM INDS INC COM 267475101   291,760 1,000 SH   SOLE   0 0 1,000
ENTERPRISE PRODS PARTNERS L COM 293792107   204,564 6,542 SH   SOLE   0 0 6,542
EXXON MOBIL CORP COM 30231G102   477,107 4,232 SH   SOLE   0 0 4,232
META PLATFORMS INC CL A 30303M102   1,495,910 2,037 SH   SOLE   0 0 2,037
GENERAL DYNAMICS CORP COM 369550108   4,160,843 12,202 SH   SOLE   0 0 12,202
GODADDY INC CL A 380237107   233,081 1,703 SH   SOLE   0 0 1,703
GOLDMAN SACHS GROUP INC COM 38141G104   3,170,657 3,981 SH   SOLE   0 0 3,981
HOME DEPOT INC COM 437076102   5,646,832 13,936 SH   SOLE   0 0 13,936
HONEYWELL INTL INC COM 438516106   601,081 2,855 SH   SOLE   0 0 2,855
INTERNATIONAL BUSINESS MACHS COM 459200101   317,599 1,126 SH   SOLE   0 0 1,126
INVESCO QQQ TR UNIT SER 1 46090E103   525,947 876 SH   SOLE   0 0 876
ISHARES TR CORE S&P TTL STK 464287150   2,345,552 16,104 SH   SOLE   0 0 16,104
ISHARES TR CORE US AGGBD ET 464287226   456,731 4,556 SH   SOLE   0 0 4,556
ISHARES TR IBOXX INV CP ETF 464287242   1,281,393 11,495 SH   SOLE   0 0 11,495
ISHARES TR 1 3 YR TREAS BD 464287457   2,561,969 30,882 SH   SOLE   0 0 30,882
ISHARES TR CORE S&P SCP ETF 464287804   2,597,240 21,857 SH   SOLE   0 0 21,857
ISHARES TR EAFE SML CP ETF 464288273   894,472 11,659 SH   SOLE   0 0 11,659
ISHARES TR NATIONAL MUN ETF 464288414   1,472,863 13,831 SH   SOLE   0 0 13,831
ISHARES TR IBOXX HI YD ETF 464288513   1,051,675 12,953 SH   SOLE   0 0 12,953
ISHARES TR MBS ETF 464288588   922,373 9,694 SH   SOLE   0 0 9,694
JPMORGAN CHASE & CO. COM 46625H100   807,508 2,560 SH   SOLE   0 0 2,560
JOHNSON & JOHNSON COM 478160104   2,703,992 14,583 SH   SOLE   0 0 14,583
KKR & CO INC COM 48251W104   224,447 1,727 SH   SOLE   0 0 1,727
LPL FINL HLDGS INC COM 50212V100   221,832 667 SH   SOLE   0 0 667
ELI LILLY & CO COM 532457108   1,087,155 1,425 SH   SOLE   0 0 1,425
LOWES COS INC COM 548661107   380,309 1,513 SH   SOLE   0 0 1,513
MSCI INC COM 55354G100   605,007 1,066 SH   SOLE   0 0 1,066
MASTERCARD INCORPORATED CL A 57636Q104   1,013,686 1,782 SH   SOLE   0 0 1,782
MCDONALDS CORP COM 580135101   456,920 1,504 SH   SOLE   0 0 1,504
MERCADOLIBRE INC COM 58733R102   241,090 103 SH   SOLE   0 0 103
MERCK & CO INC COM 58933Y105   255,794 3,048 SH   SOLE   0 0 3,048
MICROSOFT CORP COM 594918104   4,803,401 9,274 SH   SOLE   0 0 9,274
NETFLIX INC COM 64110L106   1,082,450 903 SH   SOLE   0 0 903
NEXTERA ENERGY INC COM 65339F101   891,277 11,807 SH   SOLE   0 0 11,807
NORFOLK SOUTHN CORP COM 655844108   431,220 1,435 SH   SOLE   0 0 1,435
NOVO-NORDISK A S ADR 670100205   933,440 16,822 SH   SOLE   0 0 16,822
NVIDIA CORPORATION COM 67066G104   2,376,177 12,735 SH   SOLE   0 0 12,735
OREILLY AUTOMOTIVE INC COM 67103H107   253,382 2,350 SH   SOLE   0 0 2,350
ORACLE CORP COM 68389X105   1,288,551 4,582 SH   SOLE   0 0 4,582
PAYCOM SOFTWARE INC COM 70432V102   607,118 2,917 SH   SOLE   0 0 2,917
PEPSICO INC COM 713448108   372,036 2,649 SH   SOLE   0 0 2,649
PHILIP MORRIS INTL INC COM 718172109   1,229,844 7,582 SH   SOLE   0 0 7,582
PHILLIPS 66 COM 718546104   2,194,560 16,134 SH   SOLE   0 0 16,134
PROCTER AND GAMBLE CO COM 742718109   485,076 3,157 SH   SOLE   0 0 3,157
PROGRESSIVE CORP COM 743315103   491,414 1,990 SH   SOLE   0 0 1,990
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   234,991 2,816 SH   SOLE   0 0 2,816
RTX CORPORATION COM 75513E101   266,293 1,591 SH   SOLE   0 0 1,591
SHELL PLC SPON ADS 780259305   222,821 3,115 SH   SOLE   0 0 3,115
SPDR S&P 500 ETF TR TR UNIT 78462F103   636,363 955 SH   SOLE   0 0 955
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   1,839,894 39,306 SH   SOLE   0 0 39,306
SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664   1,720,321 63,834 SH   SOLE   0 0 63,834
SAP SE SPON ADR 803054204   618,848 2,316 SH   SOLE   0 0 2,316
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   232,556 8,519 SH   SOLE   0 0 8,519
SCHWAB STRATEGIC TR US TIPS ETF 808524870   1,693,673 62,845 SH   SOLE   0 0 62,845
SERVICENOW INC COM 81762P102   368,634 401 SH   SOLE   0 0 401
SHIFT4 PMTS INC CL A 82452J109   205,033 2,649 SH   SOLE   0 0 2,649
SHOPIFY INC CL A SUB VTG SHS 82509L107   954,543 6,423 SH   SOLE   0 0 6,423
SIMON PPTY GROUP INC NEW COM 828806109   383,094 2,041 SH   SOLE   0 0 2,041
SNOWFLAKE INC COM SHS 833445109   384,663 1,705 SH   SOLE   0 0 1,705
SOUNDHOUND AI INC CLASS A COM 836100107   604,873 37,616 SH   SOLE   0 0 37,616
SOUTHERN CO COM 842587107   350,955 3,703 SH   SOLE   0 0 3,703
STARBUCKS CORP COM 855244109   356,415 4,213 SH   SOLE   0 0 4,213
SWEETGREEN INC COM CL A 87043Q108   85,917 10,767 SH   SOLE   0 0 10,767
TJX COS INC NEW COM 872540109   217,849 1,507 SH   SOLE   0 0 1,507
TARGA RES CORP COM 87612G101   301,620 1,800 SH   SOLE   0 0 1,800
TESLA INC COM 88160R101   259,571 584 SH   SOLE   0 0 584
TEXAS INSTRS INC COM 882508104   220,897 1,202 SH   SOLE   0 0 1,202
THERMO FISHER SCIENTIFIC INC COM 883556102   645,877 1,332 SH   SOLE   0 0 1,332
TORONTO DOMINION BK ONT COM NEW 891160509   226,327 2,831 SH   SOLE   0 0 2,831
UNION PAC CORP COM 907818108   388,995 1,646 SH   SOLE   0 0 1,646
UNITED PARCEL SERVICE INC CL B 911312106   211,766 2,535 SH   SOLE   0 0 2,535
US FOODS HLDG CORP COM 912008109   253,926 3,314 SH   SOLE   0 0 3,314
UNITEDHEALTH GROUP INC COM 91324P102   720,803 2,087 SH   SOLE   0 0 2,087
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   3,233,705 53,967 SH   SOLE   0 0 53,967
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   1,036,619 20,959 SH   SOLE   0 0 20,959
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   416,586 8,320 SH   SOLE   0 0 8,320
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   8,670,950 14,159 SH   SOLE   0 0 14,159
VERIZON COMMUNICATIONS INC COM 92343V104   634,572 14,439 SH   SOLE   0 0 14,439
VISA INC COM CL A 92826C839   1,499,727 4,393 SH   SOLE   0 0 4,393
WEC ENERGY GROUP INC COM 92939U106   1,084,666 9,466 SH   SOLE   0 0 9,466
WALMART INC COM 931142103   976,618 9,476 SH   SOLE   0 0 9,476
WASTE MGMT INC DEL COM 94106L109   224,706 1,018 SH   SOLE   0 0 1,018
WELLTOWER INC COM 95040Q104   200,960 1,128 SH   SOLE   0 0 1,128
WORKDAY INC CL A 98138H101   531,994 2,210 SH   SOLE   0 0 2,210
ZOETIS INC CL A 98978V103   418,012 2,857 SH   SOLE   0 0 2,857