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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 230 2,115 SH   SOLE   0 0 2,115
ABBVIE INC COM 00287Y109 1,555 10,155 SH   SOLE   0 0 10,155
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 229 826 SH   SOLE   0 0 826
ACCURAY INC COM 004397105 24 12,000 SH   SOLE   0 0 12,000
ADOBE SYSTEMS INCORPORATED COM 00724F101 605 1,652 SH   SOLE   0 0 1,652
ADVANCED MICRO DEVICES INC COM 007903107 739 9,663 SH   SOLE   0 0 9,663
ALBEMARLE CORP COM 012653101 860 4,113 SH   SOLE   0 0 4,113
ALLISON TRANSMISSION HLDGS I COM 01973R101 473 12,302 SH   SOLE   0 0 12,302
ALPHABET INC CAP STK CL C 02079K107 687 314 SH   SOLE   0 0 314
ALPHABET INC CAP STK CL A 02079K305 3,972 1,823 SH   SOLE   0 0 1,823
AMAZON COM INC COM 023135106 4,787 45,069 SH   SOLE   0 0 45,069
AMERICAN TOWER CORP NEW COM 03027X100 263 1,031 SH   SOLE   0 0 1,031
AMERICAN WTR WKS CO INC NEW COM 030420103 423 2,840 SH   SOLE   0 0 2,840
AMGEN INC COM 031162100 1,385 5,693 SH   SOLE   0 0 5,693
APPLE INC COM 037833100 11,482 83,978 SH   SOLE   0 0 83,978
AT&T INC COM 00206R102 307 14,657 SH   SOLE   0 0 14,657
AXON ENTERPRISE INC COM 05464C101 314 3,371 SH   SOLE   0 0 3,371
BALCHEM CORP COM 057665200 398 3,071 SH   SOLE   0 0 3,071
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,514 20,196 SH   SOLE   0 0 20,196
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,272 8 SH   SOLE   0 0 8
BK OF AMERICA CORP COM 060505104 292 9,369 SH   SOLE   0 0 9,369
BLACKROCK INC COM 09247X101 267 438 SH   SOLE   0 0 438
BLACKROCK MUN INCOME QUALITY COM 092479104 322 25,994 SH   SOLE   0 0 25,994
BLACKSTONE INC COM 09260D107 1,386 15,197 SH   SOLE   0 0 15,197
BLOCK INC CL A 852234103 480 7,818 SH   SOLE   0 0 7,818
BOEING CO COM 097023105 685 5,010 SH   SOLE   0 0 5,010
BOOKING HOLDINGS INC COM 09857L108 292 167 SH   SOLE   0 0 167
BROADCOM INC COM 11135F101 1,355 2,789 SH   SOLE   0 0 2,789
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,557 35,011 SH   SOLE   0 0 35,011
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 345 9,691 SH   SOLE   0 0 9,691
CABLE ONE INC COM 12685J105 641 497 SH   SOLE   0 0 497
CARMAX INC COM 143130102 633 6,999 SH   SOLE   0 0 6,999
CHEVRON CORP NEW COM 166764100 1,148 7,931 SH   SOLE   0 0 7,931
CHIPOTLE MEXICAN GRILL INC COM 169656105 346 265 SH   SOLE   0 0 265
COMCAST CORP NEW CL A 20030N101 385 9,805 SH   SOLE   0 0 9,805
COMMERCE BANCSHARES INC COM 200525103 473 7,205 SH   SOLE   0 0 7,205
COSTCO WHSL CORP NEW COM 22160K105 741 1,546 SH   SOLE   0 0 1,546
CROWDSTRIKE HLDGS INC CL A 22788C105 821 4,872 SH   SOLE   0 0 4,872
DISNEY WALT CO COM 254687106 1,246 13,194 SH   SOLE   0 0 13,194
DUKE ENERGY CORP NEW COM NEW 26441C204 240 2,242 SH   SOLE   0 0 2,242
EATON CORP PLC SHS G29183103 2,622 20,815 SH   SOLE   0 0 20,815
ENTERPRISE PRODS PARTNERS L COM 293792107 1,167 47,875 SH   SOLE   0 0 47,875
EQUINIX INC COM 29444U700 478 727 SH   SOLE   0 0 727
EXXON MOBIL CORP COM 30231G102 463 5,407 SH   SOLE   0 0 5,407
FORD MTR CO DEL COM 345370860 125 11,195 SH   SOLE   0 0 11,195
GENERAL DYNAMICS CORP COM 369550108 524 2,369 SH   SOLE   0 0 2,369
HOME DEPOT INC COM 437076102 2,936 10,705 SH   SOLE   0 0 10,705
HONEYWELL INTL INC COM 438516106 1,531 8,810 SH   SOLE   0 0 8,810
HORMEL FOODS CORP COM 440452100 239 5,048 SH   SOLE   0 0 5,048
IDEXX LABS INC COM 45168D104 254 725 SH   SOLE   0 0 725
ILLINOIS TOOL WKS INC COM 452308109 205 1,125 SH   SOLE   0 0 1,125
INDEPENDENCE RLTY TR INC COM 45378A106 407 19,636 SH   SOLE   0 0 19,636
INNOVATIVE INDL PPTYS INC COM 45781V101 220 2,002 SH   SOLE   0 0 2,002
INTERNATIONAL BUSINESS MACHS COM 459200101 460 3,260 SH   SOLE   0 0 3,260
INTUITIVE SURGICAL INC COM NEW 46120E602 294 1,467 SH   SOLE   0 0 1,467
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 330 5,317 SH   SOLE   0 0 5,317
INVESCO QQQ TR UNIT SER 1 46090E103 290 1,035 SH   SOLE   0 0 1,035
ISHARES TR SELECT DIVID ETF 464287168 287 2,439 SH   SOLE   0 0 2,439
ISHARES TR TIPS BD ETF 464287176 609 5,342 SH   SOLE   0 0 5,342
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 2,850 57,855 SH   SOLE   0 0 57,855
JABIL INC COM 466313103 271 5,285 SH   SOLE   0 0 5,285
JOHNSON & JOHNSON COM 478160104 2,724 15,344 SH   SOLE   0 0 15,344
JPMORGAN CHASE & CO COM 46625H100 1,772 15,732 SH   SOLE   0 0 15,732
LIBERTY BROADBAND CORP COM SER C 530307305 815 7,045 SH   SOLE   0 0 7,045
LILLY ELI & CO COM 532457108 876 2,701 SH   SOLE   0 0 2,701
LOCKHEED MARTIN CORP COM 539830109 2,345 5,454 SH   SOLE   0 0 5,454
LOWES COS INC COM 548661107 488 2,796 SH   SOLE   0 0 2,796
MASTERCARD INCORPORATED CL A 57636Q104 526 1,666 SH   SOLE   0 0 1,666
MCCORMICK & CO INC COM NON VTG 579780206 1,571 18,873 SH   SOLE   0 0 18,873
MEDTRONIC PLC SHS G5960L103 849 9,461 SH   SOLE   0 0 9,461
MERCADOLIBRE INC COM 58733R102 520 817 SH   SOLE   0 0 817
MERCK & CO INC COM 58933Y105 539 5,912 SH   SOLE   0 0 5,912
META PLATFORMS INC CL A 30303M102 741 4,596 SH   SOLE   0 0 4,596
MICROSOFT CORP COM 594918104 6,095 23,733 SH   SOLE   0 0 23,733
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 1,371 27,385 SH   SOLE   0 0 27,385
NETFLIX INC COM 64110L106 474 2,708 SH   SOLE   0 0 2,708
NEXTERA ENERGY INC COM 65339F101 3,225 41,631 SH   SOLE   0 0 41,631
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 302 4,078 SH   SOLE   0 0 4,078
NIKE INC CL B 654106103 321 3,140 SH   SOLE   0 0 3,140
NORTHROP GRUMMAN CORP COM 666807102 294 615 SH   SOLE   0 0 615
NVIDIA CORPORATION COM 67066G104 2,020 13,324 SH   SOLE   0 0 13,324
PALANTIR TECHNOLOGIES INC CL A 69608A108 231 25,448 SH   SOLE   0 0 25,448
PAYCHEX INC COM 704326107 239 2,099 SH   SOLE   0 0 2,099
PAYPAL HLDGS INC COM 70450Y103 598 8,562 SH   SOLE   0 0 8,562
PEPSICO INC COM 713448108 2,764 16,583 SH   SOLE   0 0 16,583
PFIZER INC COM 717081103 1,524 29,072 SH   SOLE   0 0 29,072
PROCTER AND GAMBLE CO COM 742718109 1,212 8,427 SH   SOLE   0 0 8,427
QUALCOMM INC COM 747525103 2,472 19,351 SH   SOLE   0 0 19,351
RAYMOND JAMES FINL INC COM 754730109 266 2,971 SH   SOLE   0 0 2,971
REALTY INCOME CORP COM 756109104 416 6,095 SH   SOLE   0 0 6,095
S&P GLOBAL INC COM 78409V104 529 1,570 SH   SOLE   0 0 1,570
SALESFORCE INC COM 79466L302 798 4,838 SH   SOLE   0 0 4,838
SCHWAB CHARLES CORP COM 808513105 668 10,578 SH   SOLE   0 0 10,578
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 253 5,716 SH   SOLE   0 0 5,716
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 433 9,689 SH   SOLE   0 0 9,689
SCOTTS MIRACLE-GRO CO CL A 810186106 288 3,652 SH   SOLE   0 0 3,652
SEA LTD SPONSORD ADS 81141R100 266 3,971 SH   SOLE   0 0 3,971
SELECT SECTOR SPDR TR ENERGY 81369Y506 225 3,140 SH   SOLE   0 0 3,140
SHERWIN WILLIAMS CO COM 824348106 553 2,470 SH   SOLE   0 0 2,470
SHOPIFY INC CL A 82509L107 214 6,836 SH   SOLE   0 0 6,836
SNOWFLAKE INC CL A 833445109 248 1,782 SH   SOLE   0 0 1,782
SOFI TECHNOLOGIES INC COM 83406F102 201 38,083 SH   SOLE   0 0 38,083
SOUTHERN CO COM 842587107 565 7,917 SH   SOLE   0 0 7,917
SOUTHWEST AIRLS CO COM 844741108 209 5,779 SH   SOLE   0 0 5,779
SPDR GOLD TR GOLD SHS 78463V107 724 4,299 SH   SOLE   0 0 4,299
SPDR SER TR BBG CONV SEC ETF 78464A359 230 3,569 SH   SOLE   0 0 3,569
SPDR SER TR NUVEEN BLMBRG SH 78468R739 2,085 44,128 SH   SOLE   0 0 44,128
SPDR SER TR PRTFLO S&P500 GW 78464A409 297 5,673 SH   SOLE   0 0 5,673
SPDR SER TR PORTFOLI S&P1500 78464A805 543 11,675 SH   SOLE   0 0 11,675
STARBUCKS CORP COM 855244109 509 6,664 SH   SOLE   0 0 6,664
SVB FINANCIAL GROUP COM 78486Q101 329 832 SH   SOLE   0 0 832
SYSCO CORP COM 871829107 552 6,515 SH   SOLE   0 0 6,515
TELADOC HEALTH INC COM 87918A105 217 6,542 SH   SOLE   0 0 6,542
TESLA INC COM 88160R101 4,036 5,993 SH   SOLE   0 0 5,993
TEXAS INSTRS INC COM 882508104 365 2,375 SH   SOLE   0 0 2,375
TEXTRON INC COM 883203101 482 7,900 SH   SOLE   0 0 7,900
THERMO FISHER SCIENTIFIC INC COM 883556102 300 552 SH   SOLE   0 0 552
TWILIO INC CL A 90138F102 318 3,797 SH   SOLE   0 0 3,797
TYLER TECHNOLOGIES INC COM 902252105 399 1,201 SH   SOLE   0 0 1,201
UNILEVER PLC SPON ADR NEW 904767704 335 7,317 SH   SOLE   0 0 7,317
UNITEDHEALTH GROUP INC COM 91324P102 350 681 SH   SOLE   0 0 681
VALERO ENERGY CORP COM 91913Y100 1,989 18,717 SH   SOLE   0 0 18,717
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1,729 22,520 SH   SOLE   0 0 22,520
VANGUARD BD INDEX FDS INTERMED TERM 921937819 815 10,500 SH   SOLE   0 0 10,500
VANGUARD INDEX FDS VALUE ETF 922908744 554 4,203 SH   SOLE   0 0 4,203
VANGUARD INDEX FDS GROWTH ETF 922908736 601 2,697 SH   SOLE   0 0 2,697
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 381 4,178 SH   SOLE   0 0 4,178
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 256 739 SH   SOLE   0 0 739
VANGUARD INDEX FDS TOTAL STK MKT 922908769 659 3,496 SH   SOLE   0 0 3,496
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 221 5,299 SH   SOLE   0 0 5,299
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 283 6,385 SH   SOLE   0 0 6,385
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 398 4,662 SH   SOLE   0 0 4,662
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 637 12,753 SH   SOLE   0 0 12,753
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 228 3,245 SH   SOLE   0 0 3,245
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,726 12,028 SH   SOLE   0 0 12,028
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 591 10,042 SH   SOLE   0 0 10,042
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 791 11,522 SH   SOLE   0 0 11,522
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 726 7,141 SH   SOLE   0 0 7,141
VANGUARD WORLD FDS INF TECH ETF 92204A702 1,441 4,413 SH   SOLE   0 0 4,413
VANGUARD WORLD FDS UTILITIES ETF 92204A876 254 1,666 SH   SOLE   0 0 1,666
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 271 1,151 SH   SOLE   0 0 1,151
VEEVA SYS INC CL A COM 922475108 665 3,360 SH   SOLE   0 0 3,360
VERIZON COMMUNICATIONS INC COM 92343V104 1,837 36,199 SH   SOLE   0 0 36,199
VISA INC COM CL A 92826C839 1,028 5,223 SH   SOLE   0 0 5,223
WALMART INC COM 931142103 532 4,374 SH   SOLE   0 0 4,374
WILLIAMS COS INC COM 969457100 473 15,171 SH   SOLE   0 0 15,171
WISDOMTREE TR US TOTAL DIVIDND 97717W109 250 4,320 SH   SOLE   0 0 4,320
ZOETIS INC CL A 98978V103 1,070 6,222 SH   SOLE   0 0 6,222