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   532,781 1,651 SH   SOLE   0 0 1,651
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   216,842 1,094 SH   SOLE   0 0 1,094
CLARIVATE PLC ORD SHS G21810109   47,145 18,635 SH   SOLE   0 0 18,635
SHARKNINJA INC COM SHS G8068L108   207,081 1,955 SH   SOLE   0 0 1,955
WILLIS TOWERS WATSON PLC LTD SHS G96629103   205,390 707 SH   SOLE   0 0 707
AES CORP COM 00130H105   180,681 12,823 SH   SOLE   0 0 12,823
API GROUP CORP COM STK 00187Y100   200,972 4,960 SH   SOLE   0 0 4,960
AT&T INC COM 00206R102   1,583,018 54,606 SH   SOLE   0 0 54,606
ABBOTT LABORATORIES COM 002824100   656,208 6,391 SH   SOLE   0 0 6,391
ABBVIE INC COM 00287Y109   834,976 3,839 SH   SOLE   0 0 3,839
ADOBE INC COM 00724F101   468,901 1,929 SH   SOLE   0 0 1,929
ADVANCED MICRO DEVICES INC COM 007903107   597,475 2,937 SH   SOLE   0 0 2,937
AFFILIATED MANAGERS GROUP COM 008252108   225,966 817 SH   SOLE   0 0 817
AIRBNB INC COM CL A 009066101   218,176 1,728 SH   SOLE   0 0 1,728
ALLSTATE CORP COM 020002101   466,956 2,252 SH   SOLE   0 0 2,252
EA SERIES TRUST STRIVE US SEMICO 02072L672   810,277 11,250 SH   SOLE   0 0 11,250
ALPHABET INC CAP STK CL C 02079K107   2,383,389 8,309 SH   SOLE   0 0 8,309
ALPHABET INC CAP STK CL A 02079K305   878,282 3,054 SH   SOLE   0 0 3,054
ALTRIA GROUP INC COM 02209S103   835,706 12,664 SH   SOLE   0 0 12,664
AMAZON COM INC COM 023135106   2,911,524 13,980 SH   SOLE   0 0 13,980
AMERICAN ELEC PWR CO INC COM 025537101   739,823 5,644 SH   SOLE   0 0 5,644
AMERICAN EXPRESS CO COM 025816109   18,972,205 62,722 SH   SOLE   0 0 62,722
AMERICAN INTL GROUP INC COM NEW 026874784   587,937 7,813 SH   SOLE   0 0 7,813
AMERICAN WTR WKS CO INC NEW COM 030420103   408,863 3,004 SH   SOLE   0 0 3,004
AMERIPRISE FINL INC COM 03076C106   4,511,104 10,151 SH   SOLE   0 0 10,151
APPLE INC COM 037833100   6,511,943 25,659 SH   SOLE   0 0 25,659
APPLOVIN CORP COM CL A 03831W108   1,047,067 2,631 SH   SOLE   0 0 2,631
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   242,261 1,059 SH   SOLE   0 0 1,059
AUTOMATIC DATA PROCESSING IN COM 053015103   305,904 1,506 SH   SOLE   0 0 1,506
AXSOME THERAPEUTICS INC. COM 05464T104   567,939 3,360 SH   SOLE   0 0 3,360
BAKER HUGHES COMPANY CL A 05722G100   694,716 11,379 SH   SOLE   0 0 11,379
BANK AMERICA CORP COM 060505104   2,701,901 55,424 SH   SOLE   0 0 55,424
BERKSHIRE HATHAWAY INC DEL CL A 084670108   14,362,800 20 SH   SOLE   0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,538,911 11,559 SH   SOLE   0 0 11,559
BIOMEA FUSION INC COM 09077A106   21,420 14,000 SH   SOLE   0 0 14,000
BLACKROCK INC COM 09290D101   472,024 491 SH   SOLE   0 0 491
BRISTOL-MYERS SQUIBB CO COM 110122108   226,398 3,733 SH   SOLE   0 0 3,733
BROADCOM INC COM 11135F101   299,266 967 SH   SOLE   0 0 967
THE CIGNA GROUP COM 125523100   640,375 2,401 SH   SOLE   0 0 2,401
CME GROUP INC COM 12572Q105   565,019 1,913 SH   SOLE   0 0 1,913
CAMECO CORP COM 13321L108   1,169,441 10,767 SH   SOLE   0 0 10,767
CENTERPOINT ENERGY INC COM 15189T107   315,995 7,321 SH   SOLE   0 0 7,321
CHEVRON CORPORATION COM 166764100   1,315,333 6,357 SH   SOLE   0 0 6,357
CINCINNATI FINL CORP COM 172062101   402,527 2,558 SH   SOLE   0 0 2,558
CISCO SYS INC COM 17275R102   261,679 3,373 SH   SOLE   0 0 3,373
CITIGROUP INC COM NEW 172967424   682,690 6,020 SH   SOLE   0 0 6,020
COCA COLA CO COM 191216100   610,000 8,021 SH   SOLE   0 0 8,021
CONOCOPHILLIPS COM 20825C104   262,954 1,992 SH   SOLE   0 0 1,992
CORNING INC COM 219350105   281,169 2,068 SH   SOLE   0 0 2,068
DATADOG INC CL A COM 23804L103   270,949 2,295 SH   SOLE   0 0 2,295
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633   202,642 4,065 SH   SOLE   0 0 4,065
DISNEY WALT CO COM 254687106   314,682 3,265 SH   SOLE   0 0 3,265
DUKE ENERGY CORP NEW COM NEW 26441C204   418,018 3,192 SH   SOLE   0 0 3,192
DYCOM INDS INC COM 267475101   338,820 1,000 SH   SOLE   0 0 1,000
ENTERPRISE PRODS PARTNERS L COM 293792107   258,207 6,824 SH   SOLE   0 0 6,824
EXELON CORP COM 30161N101   407,434 8,312 SH   SOLE   0 0 8,312
EXXON MOBIL CORP COM 30231G102   1,387,867 8,180 SH   SOLE   0 0 8,180
META PLATFORMS INC CL A 30303M102   972,431 1,700 SH   SOLE   0 0 1,700
FEDEX CORP COM 31428X106   265,010 744 SH   SOLE   0 0 744
GENERAL DYNAMICS CORP COM 369550108   4,204,826 12,251 SH   SOLE   0 0 12,251
GOLDMAN SACHS GROUP INC COM 38141G104   3,369,188 3,983 SH   SOLE   0 0 3,983
HOME DEPOT INC COM 437076102   4,588,800 13,952 SH   SOLE   0 0 13,952
HONEYWELL INTL INC COM 438516106   647,308 2,864 SH   SOLE   0 0 2,864
INTERNATIONAL BUSINESS MACHS COM 459200101   462,565 1,908 SH   SOLE   0 0 1,908
INVESCO QQQ TR UNIT SER 1 46090E103   529,040 917 SH   SOLE   0 0 917
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   1,079,906 4,545 SH   SOLE   0 0 4,545
ISHARES TR CORE S&P TTL STK 464287150   2,124,480 14,916 SH   SOLE   0 0 14,916
ISHARES TR CORE US AGGBD ET 464287226   416,646 4,197 SH   SOLE   0 0 4,197
ISHARES TR IBOXX INV CP ETF 464287242   1,317,929 12,092 SH   SOLE   0 0 12,092
ISHARES TR 1 3 YR TREAS BD 464287457   2,689,243 32,569 SH   SOLE   0 0 32,569
ISHARES TR CORE S&P SCP ETF 464287804   3,036,581 24,427 SH   SOLE   0 0 24,427
ISHARES TR EAFE SML CP ETF 464288273   1,060,844 13,529 SH   SOLE   0 0 13,529
ISHARES TR NATIONAL MUN ETF 464288414   1,497,422 14,107 SH   SOLE   0 0 14,107
ISHARES TR IBOXX HI YD ETF 464288513   1,080,470 13,581 SH   SOLE   0 0 13,581
ISHARES TR MBS ETF 464288588   947,985 9,984 SH   SOLE   0 0 9,984
JPMORGAN CHASE & CO COM 46625H100   758,124 2,577 SH   SOLE   0 0 2,577
JOHNSON & JOHNSON COM 478160104   3,530,028 14,441 SH   SOLE   0 0 14,441
KLA CORP COM NEW 482480100   254,859 173 SH   SOLE   0 0 173
KROGER CO COM 501044101   410,398 5,672 SH   SOLE   0 0 5,672
LOWES COS INC COM 548661107   361,316 1,529 SH   SOLE   0 0 1,529
MSCI INC COM 55354G100   480,217 891 SH   SOLE   0 0 891
MASTERCARD INCORPORATED CL A 57636Q104   843,964 1,689 SH   SOLE   0 0 1,689
MCDONALDS CORP COM 580135101   472,083 1,519 SH   SOLE   0 0 1,519
MERCK & CO INC COM 58933Y105   379,727 3,157 SH   SOLE   0 0 3,157
MICROSOFT CORP COM 594918104   3,823,023 10,328 SH   SOLE   0 0 10,328
NETFLIX INC. COM 64110L106   795,045 8,269 SH   SOLE   0 0 8,269
NEXTERA ENERGY INC COM 65339F101   1,191,606 12,830 SH   SOLE   0 0 12,830
NORFOLK SOUTHN CORP COM 655844108   405,195 1,412 SH   SOLE   0 0 1,412
NOVO-NORDISK A S ADR 670100205   274,572 7,471 SH   SOLE   0 0 7,471
NVIDIA CORPORATION COM 67066G104   1,852,150 10,620 SH   SOLE   0 0 10,620
OREILLY AUTOMOTIVE INC COM 67103H107   237,464 2,572 SH   SOLE   0 0 2,572
ORACLE CORP COM 68389X105   845,058 5,744 SH   SOLE   0 0 5,744
PEPSICO INC COM 713448108   413,120 2,660 SH   SOLE   0 0 2,660
PHILIP MORRIS INTL INC COM 718172109   1,944,055 11,758 SH   SOLE   0 0 11,758
PHILLIPS 66 COM 718546104   2,939,246 16,134 SH   SOLE   0 0 16,134
PROCTER & GAMBLE CO COM 742718109   505,311 3,498 SH   SOLE   0 0 3,498
PROGRESSIVE CORP COM 743315103   817,257 4,123 SH   SOLE   0 0 4,123
PUBLIC SVC ENTERPRISE GROUP COM 744573106   234,295 2,894 SH   SOLE   0 0 2,894
RTX CORPORATION COM 75513E101   332,727 1,725 SH   SOLE   0 0 1,725
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   703,284 1,081 SH   SOLE   0 0 1,081
SPDR INDEX SHS FDS STATE STREET SPD 78463X509   2,068,145 44,088 SH   SOLE   0 0 44,088
SPDR SERIES TRUST STATE STREET SPD 78464A664   1,765,477 67,128 SH   SOLE   0 0 67,128
SALESFORCE INC COM 79466L302   249,870 1,339 SH   SOLE   0 0 1,339
SAP SE SPON ADR 803054204   443,905 2,593 SH   SOLE   0 0 2,593
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   239,999 7,823 SH   SOLE   0 0 7,823
SCHWAB STRATEGIC TR US TIPS ETF 808524870   1,759,613 66,126 SH   SOLE   0 0 66,126
SERVICENOW INC COM 81762P102   236,830 2,265 SH   SOLE   0 0 2,265
SHOPIFY INC CL A SUB VTG SHS 82509L107   681,966 5,749 SH   SOLE   0 0 5,749
SIMON PPTY GROUP INC NEW COM 828806109   381,825 2,047 SH   SOLE   0 0 2,047
SNOWFLAKE INC COM SHS 833445109   295,180 1,957 SH   SOLE   0 0 1,957
SOUNDHOUND AI INC CLASS A COM 836100107   755,968 110,039 SH   SOLE   0 0 110,039
SPROTT FDS TR URANIUM MINERS E 85208P303   214,029 3,389 SH   SOLE   0 0 3,389
STARBUCKS CORP COM 855244109   322,693 3,602 SH   SOLE   0 0 3,602
STRATEGY SHS GOLD ENHANCED ET 86280R878   354,194 12,027 SH   SOLE   0 0 12,027
TJX COS INC NEW COM 872540109   222,636 1,394 SH   SOLE   0 0 1,394
TESLA INC COM 88160R101   331,172 891 SH   SOLE   0 0 891
TEXAS INSTRS INC COM 882508104   238,315 1,228 SH   SOLE   0 0 1,228
THERMO FISHER SCIENTIFIC INC COM 883556102   572,359 1,164 SH   SOLE   0 0 1,164
TORONTO DOMINION BK ONT COM NEW 891160509   264,147 2,831 SH   SOLE   0 0 2,831
UNION PAC CORP COM 907818108   405,223 1,670 SH   SOLE   0 0 1,670
UNITED PARCEL SVCS INC CL B 911312106   227,022 2,308 SH   SOLE   0 0 2,308
US FOODS HLDG CORP COM 912008109   260,935 2,830 SH   SOLE   0 0 2,830
UNITEDHEALTH GROUP INC COM 91324P102   287,272 1,062 SH   SOLE   0 0 1,062
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   3,651,600 56,985 SH   SOLE   0 0 56,985
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   1,054,217 21,940 SH   SOLE   0 0 21,940
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   407,467 8,167 SH   SOLE   0 0 8,167
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   10,288,524 17,218 SH   SOLE   0 0 17,218
VERIZON COMMUNICATIONS INC COM 92343V104   1,125,925 22,429 SH   SOLE   0 0 22,429
VISA INC COM CL A 92826C839   887,258 2,936 SH   SOLE   0 0 2,936
WEC ENERGY GROUP INC COM 92939U106   1,113,814 9,621 SH   SOLE   0 0 9,621
WALMART INC COM 931142103   769,047 6,188 SH   SOLE   0 0 6,188
WASTE MGMT INC DEL COM 94106L109   239,729 1,043 SH   SOLE   0 0 1,043
WELLTOWER INC COM 95040Q104   209,526 1,060 SH   SOLE   0 0 1,060
WORKDAY INC CL A 98138H101   320,284 2,465 SH   SOLE   0 0 2,465
XCEL ENERGY INC COM 98389B100   375,262 4,724 SH   SOLE   0 0 4,724
ZOETIS INC CL A 98978V103   296,195 2,506 SH   SOLE   0 0 2,506