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   217,191 2,115 SH   SOLE   842 0 1,273
Adobe Inc COM 00724F101   211,480 870 SH   SOLE   500 0 370
Air Prods & Chems Inc COM 009158106   259,989 895 SH   SOLE   470 0 425
Alphabet Inc COM 02079K305   4,572,387 15,901 SH   SOLE   1,490 0 14,411
Amazon.com Inc COM 023135106   2,518,271 12,091 SH   SOLE   1,848 0 10,243
American Express Co COM 025816109   1,049,908 3,471 SH   SOLE   585 0 2,886
American Twr Corp-REIT COM 03027X100   247,652 1,435 SH   SOLE   640 0 795
Ameriprise Financial Inc COM 03076C106   214,201 482 SH   SOLE   73 0 409
Amgen Inc COM 031162100   686,459 1,951 SH   SOLE   1,156 0 795
Analog Devices Inc COM 032654105   3,909,855 12,290 SH   SOLE   731 0 11,559
Apple Inc COM 037833100   4,157,726 16,383 SH   SOLE   1,856 0 14,527
Applied Materials Inc COM 038222105   3,704,452 10,838 SH   SOLE   928 0 9,910
Arista Networks Inc COM 040413205   1,652,373 13,458 SH   SOLE   1,969 0 11,489
Atmos Energy Corp COM 049560105   509,642 2,759 SH   SOLE   0 0 2,759
Bank of New York Mellon Corp COM 064058100   729,693 6,151 SH   SOLE   0 0 6,151
Becton Dickinson & Co COM 075887109   201,254 1,280 SH   SOLE   500 0 780
BlackRock Inc COM 09290D101   2,355,442 2,449 SH   SOLE   295 0 2,154
Bondbloxx 1-5 Year Corporate B COM 09789C754   466,238 9,116 SH   SOLE   733 0 8,383
Bondbloxx Bloomberg Six Mth Ta COM 09789C788   420,205 8,349 SH   SOLE   1,889 0 6,460
Boston Scientific Corp COM 101137107   1,613,431 25,712 SH   SOLE   3,093 0 22,619
Broadcom Inc COM 11135F101   1,138,068 3,677 SH   SOLE   430 0 3,247
Caterpillar Inc COM 149123101   329,434 465 SH   SOLE   200 0 265
Cisco Systems Inc COM 17275R102   322,464 4,156 SH   SOLE   1,811 0 2,345
Constellation Energy Corp COM 21037t109   1,411,060 5,053 SH   SOLE   775 0 4,278
Corning Inc COM 219350105   382,076 2,810 SH   SOLE   1,162 0 1,648
Costco Wholesale Corp COM 22160K105   4,327,378 4,343 SH   SOLE   329 0 4,014
Danaher Corp COM 235851102   399,298 2,106 SH   SOLE   0 0 2,106
DexCom Inc COM 252131107   1,152,254 18,348 SH   SOLE   125 0 18,223
DoorDash Inc COM 25809K105   803,002 5,348 SH   SOLE   24 0 5,324
Doubleline ETF Trust-Mortgage COM 25861R402   466,740 9,452 SH   SOLE   2,194 0 7,258
Duke Energy Corp COM 26441C204   582,421 4,448 SH   SOLE   284 0 4,164
Ecolab Inc COM 278865100   501,448 1,885 SH   SOLE   37 0 1,848
Eli Lilly and Company COM 532457108   3,737,320 4,063 SH   SOLE   417 0 3,646
Emerson Elec Co COM 291011104   263,350 2,010 SH   SOLE   700 0 1,310
Enbridge Inc COM 29250N105   201,780 3,727 SH   SOLE   327 0 3,400
Exxon Mobil Corp COM 30231G102   1,352,254 7,970 SH   SOLE   1,210 0 6,760
GE Aerospace COM 369604301   875,714 3,086 SH   SOLE   998 0 2,088
General Dynamics Corp COM 369550108   1,782,341 5,193 SH   SOLE   945 0 4,248
Home Depot Inc COM 437076102   236,801 720 SH   SOLE   275 0 445
Howmet Aerospace Inc COM 443201108   565,549 2,454 SH   SOLE   0 0 2,454
IShares Floating Rate Bond ETF COM 46429B655   469,453 9,214 SH   SOLE   1,699 0 7,515
Illinois Tool Wks Inc COM 452308109   245,714 944 SH   SOLE   434 0 510
International Business Machine COM 459200101   433,636 1,789 SH   SOLE   627 0 1,162
International Paper Co COM 460146103   220,983 6,190 SH   SOLE   3,125 0 3,065
Invesco Preferred ETF COM 46138E511   400,972 36,854 SH   SOLE   7,159 0 29,695
Invesco S&P 500 Quality ETF COM 46137V241   378,206 5,030 SH   SOLE   387 0 4,643
JPMorgan Chase & Co COM 46625H100   4,066,292 13,823 SH   SOLE   1,449 0 12,374
Johnson & Johnson COM 478160104   737,475 3,017 SH   SOLE   1,665 0 1,352
KLA Corp COM 482480100   1,007,128 684 SH   SOLE   32 0 652
Lam Research Corp COM 512807306   668,115 3,127 SH   SOLE   1,050 0 2,077
Marriott International COM 571903202   345,059 1,055 SH   SOLE   440 0 615
Marvell Technology Inc COM 573874104   234,154 2,364 SH   SOLE   352 0 2,012
Mastercard Inc CL A COM 57636Q104   763,059 1,527 SH   SOLE   338 0 1,189
McKesson Corp COM 58155Q103   544,311 629 SH   SOLE   0 0 629
Meta Platforms Inc COM 30303M102   3,413,760 5,967 SH   SOLE   472 0 5,495
Microsoft Corp COM 594918104   1,398,656 3,778 SH   SOLE   1,086 0 2,692
Morgan Stanley COM 617446448   353,825 2,150 SH   SOLE   1,050 0 1,100
Nasdaq Inc COM 631103108   530,663 6,251 SH   SOLE   0 0 6,251
Netflix Inc COM 64110L106   508,633 5,290 SH   SOLE   1,490 0 3,800
New York Times Co COM 650111107   1,534,520 18,327 SH   SOLE   127 0 18,200
Norfolk Southern Corp COM 655844108   287,000 1,000 SH   SOLE   0 0 1,000
Nucor Corp COM 670346105   387,239 2,290 SH   SOLE   980 0 1,310
Nvidia Corp COM 67066G104   4,965,940 28,474 SH   SOLE   3,492 0 24,982
Oracle Corp COM 68389X105   2,205,233 14,990 SH   SOLE   1,529 0 13,461
Palo Alto Networks COM 697435105   1,028,613 6,416 SH   SOLE   717 0 5,699
Parker-Hannifin Corp COM 701094104   618,611 691 SH   SOLE   0 0 691
Phillips 66 COM 718546104   217,887 1,196 SH   SOLE   181 0 1,015
Quanta Services Inc COM 74762E102   4,258,092 7,756 SH   SOLE   824 0 6,932
Raymond James Financial Inc COM 754730109   394,408 2,724 SH   SOLE   0 0 2,724
S&P Global Inc COM 78409V104   1,797,039 4,225 SH   SOLE   687 0 3,538
Schwab Charles Corp COM 808513105   2,622,738 27,907 SH   SOLE   2,693 0 25,214
Schwab US Dividend Equity ETF COM 808524797   278,482 9,077 SH   SOLE   317 0 8,760
Shell PLC COM 780259305   205,809 2,213 SH   SOLE   316 0 1,897
Snowflake Inc COM 833445109   996,920 6,610 SH   SOLE   45 0 6,565
State Street Corporation COM 857477103   436,759 3,451 SH   SOLE   0 0 3,451
Stryker Corp COM 863667101   416,981 1,269 SH   SOLE   864 0 405
TJX Companies COM 872540109   942,230 5,900 SH   SOLE   1,040 0 4,860
Taiwan Semiconductor Manufactu COM 874039100   446,432 1,321 SH   SOLE   194 0 1,127
Targa Resources Corp COM 87612G101   2,099,817 8,375 SH   SOLE   528 0 7,847
Texas Instruments Inc COM 882508104   403,617 2,079 SH   SOLE   690 0 1,389
The Procter & Gamble Co COM 742718109   260,281 1,802 SH   SOLE   642 0 1,160
The Southern Company COM 842587107   503,062 5,212 SH   SOLE   3,021 0 2,191
The Walt Disney Co COM 254687106   230,830 2,395 SH   SOLE   850 0 1,545
Thermo Fisher Scientific COM 883556102   457,614 931 SH   SOLE   0 0 931
Trane Technologies plc COM G8994E103   3,256,919 7,815 SH   SOLE   151 0 7,664
US Bancorp COM 902973304   272,168 5,233 SH   SOLE   2,000 0 3,233
Uber Technologies Inc COM 90353T100   782,383 10,877 SH   SOLE   2,366 0 8,511
Union Pacific Corp COM 907818108   254,751 1,050 SH   SOLE   425 0 625
United Rentals Inc COM 911363109   2,397,425 3,291 SH   SOLE   394 0 2,897
Vanguard Interm-Tm Corp Bd Idx COM 92206C870   447,346 5,406 SH   SOLE   669 0 4,737
Vanguard Short-Term Bd ETF COM 921937827   478,379 6,101 SH   SOLE   606 0 5,495
Verizon Communications Inc COM 92343V104   403,407 8,036 SH   SOLE   3,306 0 4,730
Visa Inc COM 92826C839   2,434,073 8,053 SH   SOLE   724 0 7,329
Walmart Inc COM 931142103   969,508 7,801 SH   SOLE   1,294 0 6,507
Waste Management Inc COM 94106L109   262,202 1,141 SH   SOLE   1,038 0 103
Wells Fargo & Company COM 949746101   2,416,576 30,355 SH   SOLE   67 0 30,288
Zoetis Inc COM 98978V103   227,318 1,923 SH   SOLE   650 0 1,273
iShares 3-7 Yr Treasury Bond E COM 464288661   622,176 5,246 SH   SOLE   875 0 4,371
iShares Core S&P 500 COM 464287200   309,622 474 SH   SOLE   0 0 474
iShares MSCI EAFE ETF COM 464287465   447,478 4,607 SH   SOLE   490 0 4,117
iShares Russell 1000 Grw ETF COM 464287614   891,602 2,091 SH   SOLE   0 0 2,091
iShares Russell 2000 Index ETF COM 464287655   357,616 1,442 SH   SOLE   0 0 1,442