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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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   659,736 1,870 SH   SOLE   0 0 1,870
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   302,804 1,129 SH   SOLE   0 0 1,129
CLARIVATE PLC ORD SHS G21810109   62,242 18,635 SH   SOLE   0 0 18,635
WILLIS TOWERS WATSON PLC LTD SHS G96629103   275,098 837 SH   SOLE   0 0 837
AES CORP COM 00130H105   183,888 12,823 SH   SOLE   0 0 12,823
AT&T INC COM 00206R102   1,512,746 60,900 SH   SOLE   0 0 60,900
ABBOTT LABS COM 002824100   869,124 6,937 SH   SOLE   0 0 6,937
ABBVIE INC COM 00287Y109   858,358 3,757 SH   SOLE   0 0 3,757
ADOBE INC COM 00724F101   677,710 1,936 SH   SOLE   0 0 1,936
ADVANCED MICRO DEVICES INC COM 007903107   463,609 2,165 SH   SOLE   0 0 2,165
AFFILIATED MANAGERS GROUP IN COM 008252108   283,957 985 SH   SOLE   0 0 985
AIRBNB INC COM CL A 009066101   304,404 2,243 SH   SOLE   0 0 2,243
ALLSTATE CORP COM 020002101   333,835 1,604 SH   SOLE   0 0 1,604
EA SERIES TRUST STRIVE US SEMICO 02072L672   702,458 10,236 SH   SOLE   0 0 10,236
ALPHABET INC CAP STK CL C 02079K107   2,759,430 8,794 SH   SOLE   0 0 8,794
ALPHABET INC CAP STK CL A 02079K305   888,517 2,839 SH   SOLE   0 0 2,839
ALTRIA GROUP INC COM 02209S103   631,268 10,948 SH   SOLE   0 0 10,948
AMAZON COM INC COM 023135106   3,278,736 14,205 SH   SOLE   0 0 14,205
AMERICAN ELEC PWR CO INC COM 025537101   556,353 4,825 SH   SOLE   0 0 4,825
AMERICAN EXPRESS CO COM 025816109   22,944,169 62,020 SH   SOLE   0 0 62,020
AMERICAN INTL GROUP INC COM NEW 026874784   594,029 6,944 SH   SOLE   0 0 6,944
AMERIPRISE FINL INC COM 03076C106   4,975,821 10,148 SH   SOLE   0 0 10,148
ELEVANCE HEALTH INC FORMERLY COM 036752103   247,668 707 SH   SOLE   0 0 707
APPLE INC COM 037833100   6,978,611 25,670 SH   SOLE   0 0 25,670
APPLOVIN CORP COM CL A 03831W108   1,526,631 2,266 SH   SOLE   0 0 2,266
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   223,893 1,050 SH   SOLE   0 0 1,050
AUTOMATIC DATA PROCESSING IN COM 053015103   342,230 1,330 SH   SOLE   0 0 1,330
AXSOME THERAPEUTICS INC COM 05464T104   200,289 1,097 SH   SOLE   0 0 1,097
BAKER HUGHES COMPANY CL A 05722G100   518,221 11,379 SH   SOLE   0 0 11,379
BANK AMERICA CORP COM 060505104   3,041,897 55,307 SH   SOLE   0 0 55,307
BERKSHIRE HATHAWAY INC DEL CL A 084670108   15,096,000 20 SH   SOLE   0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,040,102 12,017 SH   SOLE   0 0 12,017
BIOMEA FUSION INC COM 09077A106   17,360 14,000 SH   SOLE   0 0 14,000
BLACKROCK INC COM 09290D101   522,537 488 SH   SOLE   0 0 488
BROADCOM INC COM 11135F101   318,173 919 SH   SOLE   0 0 919
THE CIGNA GROUP COM 125523100   517,534 1,880 SH   SOLE   0 0 1,880
CME GROUP INC COM 12572Q105   458,660 1,680 SH   SOLE   0 0 1,680
CAMECO CORP COM 13321L108   425,405 4,650 SH   SOLE   0 0 4,650
CENTERPOINT ENERGY INC COM 15189T107   232,421 6,062 SH   SOLE   0 0 6,062
CHEVRON CORP NEW COM 166764100   981,315 6,439 SH   SOLE   0 0 6,439
CINCINNATI FINL CORP COM 172062101   347,557 2,128 SH   SOLE   0 0 2,128
CISCO SYS INC COM 17275R102   259,805 3,373 SH   SOLE   0 0 3,373
CITIGROUP INC COM NEW 172967424   696,661 5,970 SH   SOLE   0 0 5,970
COCA COLA CO COM 191216100   492,552 7,046 SH   SOLE   0 0 7,046
CORNING INC COM 219350105   261,953 2,992 SH   SOLE   0 0 2,992
COSTAR GROUP INC COM 22160N109   402,656 5,988 SH   SOLE   0 0 5,988
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   203,578 4,065 SH   SOLE   0 0 4,065
DISNEY WALT CO COM 254687106   364,141 3,201 SH   SOLE   0 0 3,201
DUKE ENERGY CORP NEW COM NEW 26441C204   376,254 3,210 SH   SOLE   0 0 3,210
DYCOM INDS INC COM 267475101   337,900 1,000 SH   SOLE   0 0 1,000
ENTERPRISE PRODS PARTNERS L COM 293792107   217,355 6,780 SH   SOLE   0 0 6,780
EXACT SCIENCES CORP COM 30063P105   270,215 2,661 SH   SOLE   0 0 2,661
EXELON CORP COM 30161N101   311,370 7,143 SH   SOLE   0 0 7,143
EXXON MOBIL CORP COM 30231G102   866,189 7,198 SH   SOLE   0 0 7,198
META PLATFORMS INC CL A 30303M102   833,234 1,262 SH   SOLE   0 0 1,262
FEDEX CORP COM 31428X106   217,990 755 SH   SOLE   0 0 755
GENERAL DYNAMICS CORP COM 369550108   4,124,386 12,251 SH   SOLE   0 0 12,251
GOLDMAN SACHS GROUP INC COM 38141G104   3,500,272 3,982 SH   SOLE   0 0 3,982
HOME DEPOT INC COM 437076102   4,797,129 13,941 SH   SOLE   0 0 13,941
HONEYWELL INTL INC COM 438516106   557,078 2,855 SH   SOLE   0 0 2,855
INTERNATIONAL BUSINESS MACHS COM 459200101   697,447 2,355 SH   SOLE   0 0 2,355
INVESCO QQQ TR UNIT SER 1 46090E103   521,466 849 SH   SOLE   0 0 849
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   210,975 834 SH   SOLE   0 0 834
ISHARES TR CORE S&P TTL STK 464287150   2,254,848 15,165 SH   SOLE   0 0 15,165
ISHARES TR CORE US AGGBD ET 464287226   423,831 4,243 SH   SOLE   0 0 4,243
ISHARES TR IBOXX INV CP ETF 464287242   1,325,575 12,030 SH   SOLE   0 0 12,030
ISHARES TR 1 3 YR TREAS BD 464287457   2,663,523 32,160 SH   SOLE   0 0 32,160
ISHARES TR CORE S&P SCP ETF 464287804   2,734,343 22,752 SH   SOLE   0 0 22,752
ISHARES TR EAFE SML CP ETF 464288273   975,626 12,584 SH   SOLE   0 0 12,584
ISHARES TR NATIONAL MUN ETF 464288414   1,525,745 14,245 SH   SOLE   0 0 14,245
ISHARES TR IBOXX HI YD ETF 464288513   1,107,383 13,734 SH   SOLE   0 0 13,734
ISHARES TR MBS ETF 464288588   964,203 10,126 SH   SOLE   0 0 10,126
JPMORGAN CHASE & CO. COM 46625H100   826,943 2,566 SH   SOLE   0 0 2,566
JOHNSON & JOHNSON COM 478160104   3,014,513 14,566 SH   SOLE   0 0 14,566
KLA CORP COM NEW 482480100   213,526 176 SH   SOLE   0 0 176
KROGER CO COM 501044101   259,980 4,161 SH   SOLE   0 0 4,161
LPL FINL HLDGS INC COM 50212V100   233,757 654 SH   SOLE   0 0 654
ELI LILLY & CO COM 532457108   471,889 439 SH   SOLE   0 0 439
LOWES COS INC COM 548661107   370,740 1,537 SH   SOLE   0 0 1,537
MSCI INC COM 55354G100   617,028 1,075 SH   SOLE   0 0 1,075
MASTERCARD INCORPORATED CL A 57636Q104   1,040,891 1,823 SH   SOLE   0 0 1,823
MCDONALDS CORP COM 580135101   460,474 1,507 SH   SOLE   0 0 1,507
MERCADOLIBRE INC COM 58733R102   220,829 110 SH   SOLE   0 0 110
MERCK & CO INC COM 58933Y105   320,344 3,043 SH   SOLE   0 0 3,043
MICROSOFT CORP COM 594918104   4,637,563 9,589 SH   SOLE   0 0 9,589
NETFLIX INC COM 64110L106   911,231 9,719 SH   SOLE   0 0 9,719
NEXTERA ENERGY INC COM 65339F101   979,637 12,203 SH   SOLE   0 0 12,203
NORFOLK SOUTHN CORP COM 655844108   411,758 1,426 SH   SOLE   0 0 1,426
NOVO-NORDISK A S ADR 670100205   421,471 8,284 SH   SOLE   0 0 8,284
NVIDIA CORPORATION COM 67066G104   1,997,435 10,710 SH   SOLE   0 0 10,710
OREILLY AUTOMOTIVE INC COM 67103H107   232,875 2,553 SH   SOLE   0 0 2,553
ORACLE CORP COM 68389X105   909,121 4,664 SH   SOLE   0 0 4,664
PAYCOM SOFTWARE INC COM 70432V102   522,223 3,277 SH   SOLE   0 0 3,277
PEPSICO INC COM 713448108   383,569 2,673 SH   SOLE   0 0 2,673
PHILIP MORRIS INTL INC COM 718172109   1,683,898 10,498 SH   SOLE   0 0 10,498
PHILLIPS 66 COM 718546104   2,082,804 16,141 SH   SOLE   0 0 16,141
PROCTER AND GAMBLE CO COM 742718109   478,455 3,339 SH   SOLE   0 0 3,339
PROGRESSIVE CORP COM 743315103   734,588 3,226 SH   SOLE   0 0 3,226
PROSHARES TR ULTRAPRO QQQ 74347X831   240,500 4,562 SH   SOLE   0 0 4,562
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   230,669 2,873 SH   SOLE   0 0 2,873
RTX CORPORATION COM 75513E101   316,693 1,727 SH   SOLE   0 0 1,727
SPDR S&P 500 ETF TR TR UNIT 78462F103   734,195 1,077 SH   SOLE   0 0 1,077
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   1,915,311 40,917 SH   SOLE   0 0 40,917
SPDR SERIES TRUST STATE STREET SPD 78464A664   1,752,810 66,219 SH   SOLE   0 0 66,219
SAP SE SPON ADR 803054204   578,748 2,383 SH   SOLE   0 0 2,383
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   236,114 8,608 SH   SOLE   0 0 8,608
SCHWAB STRATEGIC TR US TIPS ETF 808524870   1,756,675 66,315 SH   SOLE   0 0 66,315
SERVICENOW INC COM 81762P102   316,045 2,063 SH   SOLE   0 0 2,063
SHOPIFY INC CL A SUB VTG SHS 82509L107   984,520 6,116 SH   SOLE   0 0 6,116
SIMON PPTY GROUP INC NEW COM 828806109   377,928 2,042 SH   SOLE   0 0 2,042
SNOWFLAKE INC COM SHS 833445109   274,146 1,250 SH   SOLE   0 0 1,250
SOUNDHOUND AI INC CLASS A COM 836100107   952,936 95,580 SH   SOLE   0 0 95,580
STARBUCKS CORP COM 855244109   382,073 4,537 SH   SOLE   0 0 4,537
STRATEGY SHS GOLD ENHANCED ET 86280R878   342,992 9,814 SH   SOLE   0 0 9,814
TJX COS INC NEW COM 872540109   220,202 1,434 SH   SOLE   0 0 1,434
TESLA INC COM 88160R101   311,003 692 SH   SOLE   0 0 692
TEXAS INSTRS INC COM 882508104   223,096 1,286 SH   SOLE   0 0 1,286
THERMO FISHER SCIENTIFIC INC COM 883556102   729,303 1,259 SH   SOLE   0 0 1,259
TORONTO DOMINION BK ONT COM NEW 891160509   266,667 2,831 SH   SOLE   0 0 2,831
UNION PAC CORP COM 907818108   382,545 1,654 SH   SOLE   0 0 1,654
UNITED PARCEL SERVICE INC CL B 911312106   239,125 2,411 SH   SOLE   0 0 2,411
US FOODS HLDG CORP COM 912008109   246,538 3,273 SH   SOLE   0 0 3,273
UNITEDHEALTH GROUP INC COM 91324P102   565,021 1,712 SH   SOLE   0 0 1,712
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   3,466,489 55,490 SH   SOLE   0 0 55,490
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   1,069,368 22,131 SH   SOLE   0 0 22,131
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   410,430 8,161 SH   SOLE   0 0 8,161
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   9,076,491 14,473 SH   SOLE   0 0 14,473
VERIZON COMMUNICATIONS INC COM 92343V104   1,007,594 24,738 SH   SOLE   0 0 24,738
VISA INC COM CL A 92826C839   1,389,844 3,963 SH   SOLE   0 0 3,963
WEC ENERGY GROUP INC COM 92939U106   1,006,011 9,539 SH   SOLE   0 0 9,539
WALMART INC COM 931142103   713,085 6,401 SH   SOLE   0 0 6,401
WASTE MGMT INC DEL COM 94106L109   229,391 1,044 SH   SOLE   0 0 1,044
WELLTOWER INC COM 95040Q104   206,527 1,113 SH   SOLE   0 0 1,113
WORKDAY INC CL A 98138H101   480,125 2,235 SH   SOLE   0 0 2,235
XCEL ENERGY INC COM 98389B100   284,838 3,856 SH   SOLE   0 0 3,856
ZOETIS INC CL A 98978V103   377,303 2,999 SH   SOLE   0 0 2,999