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
Abbott Labs COM 002824100   283,340 2,115 SH   SOLE   842 0 1,273
Adobe Inc COM 00724F101   1,271,025 3,603 SH   SOLE   267 0 3,336
Air Prods & Chems Inc COM 009158106   203,176 745 SH   SOLE   320 0 425
Alphabet Inc COM 02079K305   4,009,603 16,494 SH   SOLE   1,692 0 14,802
Amazon.com Inc COM 023135106   2,772,812 12,628 SH   SOLE   1,878 0 10,750
American Express Co COM 025816109   1,253,240 3,773 SH   SOLE   585 0 3,188
American International Group COM 026874784   440,609 5,610 SH   SOLE   0 0 5,610
American Twr Corp-REIT COM 03027X100   218,283 1,135 SH   SOLE   440 0 695
Ameriprise Financial Inc COM 03076C106   298,189 607 SH   SOLE   75 0 532
Amgen Inc COM 031162100   376,455 1,334 SH   SOLE   436 0 898
Analog Devices Inc COM 032654105   3,111,233 12,663 SH   SOLE   725 0 11,938
Apple Inc COM 037833100   4,442,285 17,446 SH   SOLE   2,141 0 15,305
Applied Materials Inc COM 038222105   1,871,198 9,139 SH   SOLE   951 0 8,188
Arista Networks Inc COM 040413205   2,085,547 14,313 SH   SOLE   2,015 0 12,298
Automatic Data Processing Inc COM 053015103   262,389 894 SH   SOLE   399 0 495
Axon Enterprise Inc COM 05464C101   3,157,172 4,399 SH   SOLE   424 0 3,975
Badger Meter Inc COM 056525108   339,659 1,902 SH   SOLE   10 0 1,892
Bank of New York Mellon Corp COM 064058100   711,509 6,530 SH   SOLE   0 0 6,530
Becton Dickinson & Co COM 075887109   239,578 1,280 SH   SOLE   500 0 780
BlackRock Inc COM 09290D101   2,933,487 2,516 SH   SOLE   301 0 2,215
Blackstone Inc COM 09260D107   285,832 1,673 SH   SOLE   215 0 1,458
Bondbloxx Bloomberg ETF COM 09789C861   563,939 11,356 SH   SOLE   659 0 10,697
Bondbloxx Bloomberg Six Mth Ta COM 09789C788   543,578 10,781 SH   SOLE   2,674 0 8,107
Boston Scientific Corp COM 101137107   2,616,001 26,795 SH   SOLE   3,294 0 23,501
Broadcom Inc COM 11135F101   1,361,209 4,126 SH   SOLE   610 0 3,516
CSX Corp COM 126408103   200,951 5,659 SH   SOLE   745 0 4,914
Caterpillar Inc COM 149123101   367,405 770 SH   SOLE   350 0 420
Chipotle Mexican Grill COM 169656105   224,872 5,738 SH   SOLE   770 0 4,968
Cintas Corporation COM 172908105   628,711 3,063 SH   SOLE   79 0 2,984
Cisco Systems Inc COM 17275R102   284,354 4,156 SH   SOLE   1,811 0 2,345
Constellation Energy Corp COM 21037t109   274,115 833 SH   SOLE   809 0 24
Corning Inc COM 219350105   414,005 5,047 SH   SOLE   2,302 0 2,745
Costco Wholesale Corp COM 22160K105   4,206,879 4,545 SH   SOLE   335 0 4,210
DICK's Sporting Goods Inc COM 253393102   247,775 1,115 SH   SOLE   137 0 978
DoorDash Inc COM 25809K105   1,733,392 6,373 SH   SOLE   899 0 5,474
Duke Energy Corp COM 26441C204   555,142 4,486 SH   SOLE   322 0 4,164
Ecolab Inc COM 278865100   529,371 1,933 SH   SOLE   37 0 1,896
Eli Lilly and Company COM 532457108   3,056,822 4,006 SH   SOLE   183 0 3,823
Emerson Elec Co COM 291011104   263,672 2,010 SH   SOLE   700 0 1,310
Exxon Mobil Corp COM 30231G102   924,479 8,199 SH   SOLE   1,319 0 6,880
GE Aerospace COM 369604301   953,299 3,169 SH   SOLE   1,019 0 2,150
General Dynamics Corp COM 369550108   290,191 851 SH   SOLE   325 0 526
HCA Healthcare Inc COM 40412C101   554,060 1,300 SH   SOLE   0 0 1,300
Home Depot Inc COM 437076102   881,214 2,175 SH   SOLE   275 0 1,900
IShares Floating Rate Bond ETF COM 46429B655   589,265 11,535 SH   SOLE   1,745 0 9,790
Illinois Tool Wks Inc COM 452308109   246,157 944 SH   SOLE   434 0 510
International Business Machine COM 459200101   563,191 1,996 SH   SOLE   627 0 1,369
International Paper Co COM 460146103   226,896 4,890 SH   SOLE   2,225 0 2,665
Intuit Inc COM 461202103   553,586 811 SH   SOLE   0 0 811
Invesco Preferred ETF COM 46138E511   523,148 45,099 SH   SOLE   6,549 0 38,550
Invesco S&P 500 Quality ETF COM 46137V241   496,686 6,777 SH   SOLE   331 0 6,446
JPMorgan Chase & Co COM 46625H100   4,235,090 13,426 SH   SOLE   659 0 12,767
Jacobs Solutions Inc COM 46982L108   571,116 3,811 SH   SOLE   133 0 3,678
Johnson & Johnson COM 478160104   377,701 2,037 SH   SOLE   585 0 1,452
KLA Corporation COM 482480100   785,221 728 SH   SOLE   40 0 688
Kimco Realty Corp COM 49446R109   214,130 9,800 SH   SOLE   1,470 0 8,330
Marriott International COM 571903202   274,764 1,055 SH   SOLE   440 0 615
Marvell Technology Inc COM 573874104   249,688 2,970 SH   SOLE   352 0 2,618
Mastercard Inc CL A COM 57636Q104   942,607 1,657 SH   SOLE   338 0 1,319
McDonalds Corp COM 580135101   201,479 663 SH   SOLE   323 0 340
McKesson Corp COM 58155Q103   501,378 649 SH   SOLE   0 0 649
Meta Platforms Inc COM 30303M102   4,641,837 6,321 SH   SOLE   482 0 5,839
Microsoft Corp COM 594918104   2,081,649 4,019 SH   SOLE   1,088 0 2,931
Morgan Stanley COM 617446448   341,764 2,150 SH   SOLE   1,050 0 1,100
Nasdaq Inc COM 631103108   574,764 6,498 SH   SOLE   0 0 6,498
Netflix Inc COM 64110L106   948,346 791 SH   SOLE   353 0 438
Norfolk Southern Corp COM 655844108   300,410 1,000 SH   SOLE   0 0 1,000
Nucor Corp COM 670346105   289,820 2,140 SH   SOLE   980 0 1,160
Nvidia Corp COM 67066G104   5,212,270 27,936 SH   SOLE   3,737 0 24,199
Oracle Corp COM 68389X105   4,514,500 16,052 SH   SOLE   1,849 0 14,203
Palo Alto Networks COM 697435105   1,314,367 6,455 SH   SOLE   752 0 5,703
Parker-Hannifin Corp COM 701094104   548,901 724 SH   SOLE   0 0 724
PayPal Holdings Inc COM 70450Y103   1,176,232 17,540 SH   SOLE   330 0 17,210
Phillips 66 COM 718546104   207,567 1,526 SH   SOLE   181 0 1,345
Quanta Services Inc COM 74762E102   3,459,497 8,348 SH   SOLE   1,049 0 7,299
Raymond James Financial Inc COM 754730109   483,970 2,804 SH   SOLE   0 0 2,804
Royal Caribbean Cruises Ltd COM V7780T103   1,612,441 4,983 SH   SOLE   14 0 4,969
S&P Global Inc COM 78409V104   2,373,375 4,876 SH   SOLE   419 0 4,457
Schwab Charles Corp COM 808513105   2,743,751 28,739 SH   SOLE   2,774 0 25,965
Schwab US Dividend Equity ETF COM 808524797   391,755 14,350 SH   SOLE   600 0 13,750
ServiceNow Inc COM 81762P102   1,598,526 1,737 SH   SOLE   195 0 1,542
Stryker Corp COM 863667101   1,005,901 2,721 SH   SOLE   875 0 1,846
T-Mobile US Inc COM 872590104   278,160 1,162 SH   SOLE   146 0 1,016
TJX Companies COM 872540109   916,384 6,340 SH   SOLE   1,040 0 5,300
Taiwan Semiconductor Manufactu COM 874039100   572,824 2,051 SH   SOLE   249 0 1,802
Targa Resources Corp COM 87612G101   2,263,212 13,508 SH   SOLE   2,071 0 11,437
Texas Instruments Inc COM 882508104   415,046 2,259 SH   SOLE   690 0 1,569
The Procter & Gamble Co COM 742718109   414,548 2,698 SH   SOLE   757 0 1,941
The Southern Company COM 842587107   275,307 2,905 SH   SOLE   351 0 2,554
The Walt Disney Co COM 254687106   274,227 2,395 SH   SOLE   850 0 1,545
Trane Technologies plc COM G8994E103   3,563,127 8,444 SH   SOLE   151 0 8,293
US Bancorp COM 902973304   252,911 5,233 SH   SOLE   2,000 0 3,233
US Treasury 3 Month Bill ETF COM 74933W452   237,400 4,748 SH   SOLE   1,168 0 3,580
Uber Technologies Inc COM 90353T100   1,087,075 11,096 SH   SOLE   2,436 0 8,660
Union Pacific Corp COM 907818108   248,188 1,050 SH   SOLE   425 0 625
United Rentals Inc COM 911363109   3,202,536 3,355 SH   SOLE   403 0 2,952
Vanguard Divided Appreciation COM 921908844   279,016 1,293 SH   SOLE   315 0 978
Vanguard Interm-Tm Corp Bd Idx COM 92206C870   572,957 6,812 SH   SOLE   670 0 6,142
Vanguard Short-Term Bd ETF COM 921937827   598,611 7,586 SH   SOLE   606 0 6,980
Verizon Communications Inc COM 92343V104   318,022 7,236 SH   SOLE   2,506 0 4,730
Visa Inc COM 92826C839   2,836,572 8,309 SH   SOLE   745 0 7,564
Walmart Inc COM 931142103   938,774 9,109 SH   SOLE   1,294 0 7,815
Waste Management Inc COM 94106L109   257,941 1,168 SH   SOLE   1,065 0 103
Wells Fargo & Company COM 949746101   2,625,844 31,327 SH   SOLE   67 0 31,260
Zoetis Inc COM 98978V103   389,211 2,660 SH   SOLE   785 0 1,875
iShares 3-7 Yr Treasury Bond E COM 464288661   648,222 5,424 SH   SOLE   774 0 4,650
iShares Core S&P 500 COM 464287200   330,634 494 SH   SOLE   0 0 494
iShares MSCI EAFE ETF COM 464287465   564,328 6,044 SH   SOLE   341 0 5,703
iShares Russell 1000 Grw ETF COM 464287614   1,293,280 2,761 SH   SOLE   0 0 2,761
iShares Russell 2000 Index ETF COM 464287655   493,114 2,038 SH   SOLE   0 0 2,038