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   550,922 1,544 SH   SOLE   0 0 1,544
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   441,560 1,477 SH   SOLE   0 0 1,477
CLARIVATE PLC ORD SHS G21810109   105,864 24,620 SH   SOLE   0 0 24,620
ICON PLC SHS G4705A100   300,096 2,063 SH   SOLE   0 0 2,063
SPOTIFY TECHNOLOGY S A SHS L8681T102   236,683 308 SH   SOLE   0 0 308
AT&T INC COM 00206R102   1,332,621 46,048 SH   SOLE   0 0 46,048
ABBOTT LABS COM 002824100   898,321 6,605 SH   SOLE   0 0 6,605
ABBVIE INC COM 00287Y109   436,807 2,353 SH   SOLE   0 0 2,353
ADOBE INC COM 00724F101   672,471 1,738 SH   SOLE   0 0 1,738
AFFILIATED MANAGERS GROUP IN COM 008252108   214,160 1,088 SH   SOLE   0 0 1,088
AFFIRM HLDGS INC COM CL A 00827B106   216,608 3,133 SH   SOLE   0 0 3,133
ALLSTATE CORP COM 020002101   221,304 1,099 SH   SOLE   0 0 1,099
EA SERIES TRUST STRIVE US SEMICO 02072L672   449,440 8,459 SH   SOLE   0 0 8,459
ALPHABET INC CAP STK CL C 02079K107   2,197,463 12,388 SH   SOLE   0 0 12,388
ALPHABET INC CAP STK CL A 02079K305   491,784 2,791 SH   SOLE   0 0 2,791
AMAZON COM INC COM 023135106   3,170,180 14,450 SH   SOLE   0 0 14,450
AMERICAN ELEC PWR CO INC COM 025537101   282,678 2,724 SH   SOLE   0 0 2,724
AMERICAN EXPRESS CO COM 025816109   9,371,684 29,380 SH   SOLE   0 0 29,380
AMERIPRISE FINL INC COM 03076C106   5,371,918 10,065 SH   SOLE   0 0 10,065
APPLE INC COM 037833100   5,181,855 25,256 SH   SOLE   0 0 25,256
APPLOVIN CORP COM CL A 03831W108   1,036,244 2,960 SH   SOLE   0 0 2,960
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   234,164 1,357 SH   SOLE   0 0 1,357
AUTOMATIC DATA PROCESSING IN COM 053015103   445,636 1,445 SH   SOLE   0 0 1,445
BANK AMERICA CORP COM 060505104   451,257 9,536 SH   SOLE   0 0 9,536
BERKSHIRE HATHAWAY INC DEL CL A 084670108   14,576,000 20 SH   SOLE   0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,917,813 12,182 SH   SOLE   0 0 12,182
BIOMEA FUSION INC COM 09077A106   25,200 14,000 SH   SOLE   0 0 14,000
BROADCOM INC COM 11135F101   646,891 2,347 SH   SOLE   0 0 2,347
THE CIGNA GROUP COM 125523100   279,524 846 SH   SOLE   0 0 846
CHEVRON CORP NEW COM 166764100   694,101 4,847 SH   SOLE   0 0 4,847
CISCO SYS INC COM 17275R102   209,407 3,018 SH   SOLE   0 0 3,018
CITIGROUP INC COM NEW 172967424   397,908 4,675 SH   SOLE   0 0 4,675
COCA COLA CO COM 191216100   237,041 3,350 SH   SOLE   0 0 3,350
COSTAR GROUP INC COM 22160N109   304,889 3,792 SH   SOLE   0 0 3,792
DATADOG INC CL A COM 23804L103   209,713 1,561 SH   SOLE   0 0 1,561
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   200,325 4,065 SH   SOLE   0 0 4,065
DISNEY WALT CO COM 254687106   263,152 2,122 SH   SOLE   0 0 2,122
DOORDASH INC CL A 25809K105   251,656 1,021 SH   SOLE   0 0 1,021
EXXON MOBIL CORP COM 30231G102   482,237 4,473 SH   SOLE   0 0 4,473
META PLATFORMS INC CL A 30303M102   1,279,709 1,734 SH   SOLE   0 0 1,734
FISERV INC COM 337738108   207,611 1,204 SH   SOLE   0 0 1,204
GENERAL DYNAMICS CORP COM 369550108   1,652,802 5,667 SH   SOLE   0 0 5,667
GODADDY INC CL A 380237107   261,386 1,452 SH   SOLE   0 0 1,452
HOME DEPOT INC COM 437076102   1,684,229 4,594 SH   SOLE   0 0 4,594
HONEYWELL INTL INC COM 438516106   662,068 2,843 SH   SOLE   0 0 2,843
INTERNATIONAL BUSINESS MACHS COM 459200101   297,241 1,008 SH   SOLE   0 0 1,008
INVESCO QQQ TR UNIT SER 1 46090E103   515,216 934 SH   SOLE   0 0 934
ISHARES TR CORE S&P TTL STK 464287150   2,423,821 17,949 SH   SOLE   0 0 17,949
ISHARES TR CORE US AGGBD ET 464287226   489,156 4,931 SH   SOLE   0 0 4,931
ISHARES TR IBOXX INV CP ETF 464287242   1,111,646 10,142 SH   SOLE   0 0 10,142
ISHARES TR 1 3 YR TREAS BD 464287457   2,225,922 26,864 SH   SOLE   0 0 26,864
ISHARES TR CORE S&P SCP ETF 464287804   2,282,256 20,883 SH   SOLE   0 0 20,883
ISHARES TR EAFE SML CP ETF 464288273   823,713 11,333 SH   SOLE   0 0 11,333
ISHARES TR NATIONAL MUN ETF 464288414   1,230,985 11,782 SH   SOLE   0 0 11,782
ISHARES TR IBOXX HI YD ETF 464288513   917,547 11,377 SH   SOLE   0 0 11,377
ISHARES TR MBS ETF 464288588   802,163 8,544 SH   SOLE   0 0 8,544
JPMORGAN CHASE & CO. COM 46625H100   622,056 2,146 SH   SOLE   0 0 2,146
JOHNSON & JOHNSON COM 478160104   980,625 6,420 SH   SOLE   0 0 6,420
KKR & CO INC COM 48251W104   226,051 1,699 SH   SOLE   0 0 1,699
LPL FINL HLDGS INC COM 50212V100   248,757 663 SH   SOLE   0 0 663
LESLIES INC COM 527064109   11,126 26,497 SH   SOLE   0 0 26,497
ELI LILLY & CO COM 532457108   933,868 1,198 SH   SOLE   0 0 1,198
LOWES COS INC COM 548661107   285,543 1,287 SH   SOLE   0 0 1,287
MSCI INC COM 55354G100   591,629 1,026 SH   SOLE   0 0 1,026
MASTERCARD INCORPORATED CL A 57636Q104   967,678 1,722 SH   SOLE   0 0 1,722
MCDONALDS CORP COM 580135101   401,024 1,373 SH   SOLE   0 0 1,373
MERCK & CO INC COM 58933Y105   300,033 3,790 SH   SOLE   0 0 3,790
MICROSOFT CORP COM 594918104   4,370,505 8,787 SH   SOLE   0 0 8,787
NETFLIX INC COM 64110L106   763,825 570 SH   SOLE   0 0 570
NEXTERA ENERGY INC COM 65339F101   615,304 8,863 SH   SOLE   0 0 8,863
NORFOLK SOUTHN CORP COM 655844108   381,646 1,491 SH   SOLE   0 0 1,491
NOVO-NORDISK A S ADR 670100205   1,025,951 14,865 SH   SOLE   0 0 14,865
NVIDIA CORPORATION COM 67066G104   1,500,993 9,501 SH   SOLE   0 0 9,501
OREILLY AUTOMOTIVE INC COM 67103H107   216,271 2,400 SH   SOLE   0 0 2,400
ONEOK INC NEW COM 682680103   203,148 2,489 SH   SOLE   0 0 2,489
ORACLE CORP COM 68389X105   906,784 4,148 SH   SOLE   0 0 4,148
PAYCOM SOFTWARE INC COM 70432V102   462,187 1,997 SH   SOLE   0 0 1,997
PEPSICO INC COM 713448108   385,608 2,920 SH   SOLE   0 0 2,920
PHILIP MORRIS INTL INC COM 718172109   1,045,957 5,743 SH   SOLE   0 0 5,743
POST HLDGS INC COM 737446104   201,510 1,848 SH   SOLE   0 0 1,848
PROCTER AND GAMBLE CO COM 742718109   470,458 2,953 SH   SOLE   0 0 2,953
PROGRESSIVE CORP COM 743315103   440,858 1,652 SH   SOLE   0 0 1,652
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   238,979 2,839 SH   SOLE   0 0 2,839
RTX CORPORATION COM 75513E101   239,856 1,643 SH   SOLE   0 0 1,643
SHELL PLC SPON ADS 780259305   212,465 3,018 SH   SOLE   0 0 3,018
SPDR S&P 500 ETF TR TR UNIT 78462F103   588,587 953 SH   SOLE   0 0 953
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   1,624,957 38,020 SH   SOLE   0 0 38,020
SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664   1,478,047 55,607 SH   SOLE   0 0 55,607
SAP SE SPON ADR 803054204   833,414 2,741 SH   SOLE   0 0 2,741
SCHWAB STRATEGIC TR US TIPS ETF 808524870   1,460,237 54,732 SH   SOLE   0 0 54,732
SERVICENOW INC COM 81762P102   440,459 428 SH   SOLE   0 0 428
SHIFT4 PMTS INC CL A 82452J109   261,703 2,641 SH   SOLE   0 0 2,641
SHOPIFY INC CL A SUB VTG SHS 82509L107   716,638 6,213 SH   SOLE   0 0 6,213
SNOWFLAKE INC COM SHS 833445109   332,121 1,484 SH   SOLE   0 0 1,484
SOUTHERN CO COM 842587107   298,091 3,246 SH   SOLE   0 0 3,246
STARBUCKS CORP COM 855244109   249,302 2,721 SH   SOLE   0 0 2,721
TARGA RES CORP COM 87612G101   282,673 1,624 SH   SOLE   0 0 1,624
TEXAS INSTRS INC COM 882508104   250,317 1,206 SH   SOLE   0 0 1,206
THERMO FISHER SCIENTIFIC INC COM 883556102   602,190 1,485 SH   SOLE   0 0 1,485
TORONTO DOMINION BK ONT COM NEW 891160509   297,598 4,052 SH   SOLE   0 0 4,052
TRANSDIGM GROUP INC COM 893641100   210,711 139 SH   SOLE   0 0 139
UNION PAC CORP COM 907818108   349,588 1,519 SH   SOLE   0 0 1,519
UNITED PARCEL SERVICE INC CL B 911312106   286,134 2,835 SH   SOLE   0 0 2,835
US FOODS HLDG CORP COM 912008109   264,853 3,439 SH   SOLE   0 0 3,439
UNITEDHEALTH GROUP INC COM 91324P102   468,814 1,503 SH   SOLE   0 0 1,503
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,992,297 52,487 SH   SOLE   0 0 52,487
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   914,804 18,477 SH   SOLE   0 0 18,477
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   270,982 5,527 SH   SOLE   0 0 5,527
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   7,516,769 13,233 SH   SOLE   0 0 13,233
VERIZON COMMUNICATIONS INC COM 92343V104   539,582 12,470 SH   SOLE   0 0 12,470
VISA INC COM CL A 92826C839   1,374,632 3,872 SH   SOLE   0 0 3,872
WEC ENERGY GROUP INC COM 92939U106   977,936 9,385 SH   SOLE   0 0 9,385
WALMART INC COM 931142103   897,682 9,181 SH   SOLE   0 0 9,181
WASTE MGMT INC DEL COM 94106L109   213,644 934 SH   SOLE   0 0 934
WORKDAY INC CL A 98138H101   556,837 2,320 SH   SOLE   0 0 2,320
ZOETIS INC CL A 98978V103   372,439 2,388 SH   SOLE   0 0 2,388