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   221,747 2,034 SH   SOLE 0 0 0 2,034
ABBVIE INC COM 00287Y109   1,643,109 12,196 SH   SOLE 0 0 0 12,196
ABRDN ASIA PACIFIC INCOME FU COM 003009107   29,700 11,000 SH   SOLE 0 0 0 11,000
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   262,822 852 SH   SOLE 0 0 0 852
ACCURAY INC COM 004397105   46,440 12,000 SH   SOLE 0 0 0 12,000
ADOBE SYSTEMS INCORPORATED COM 00724F101   427,377 874 SH   SOLE 0 0 0 874
ADVANCED MICRO DEVICES INC COM 007903107   1,315,888 11,552 SH   SOLE 0 0 0 11,552
AFLAC INC COM 001055102   248,180 3,556 SH   SOLE 0 0 0 3,556
AIRBNB INC COM CL A 009066101   259,011 2,021 SH   SOLE 0 0 0 2,021
ALLISON TRANSMISSION HLDGS I COM 01973R101   626,819 11,102 SH   SOLE 0 0 0 11,102
ALPHABET INC CAP STK CL C 02079K107   740,336 6,120 SH   SOLE 0 0 0 6,120
ALPHABET INC CAP STK CL A 02079K305   4,804,040 40,134 SH   SOLE 0 0 0 40,134
AMAZON COM INC COM 023135106   5,683,021 43,595 SH   SOLE 0 0 0 43,595
AMERICAN WTR WKS CO INC NEW COM 030420103   362,585 2,540 SH   SOLE 0 0 0 2,540
AMGEN INC COM 031162100   1,290,052 5,811 SH   SOLE 0 0 0 5,811
APPLE INC COM 037833100   15,622,455 80,541 SH   SOLE 0 0 0 80,541
AT&T INC COM 00206R102   267,193 16,752 SH   SOLE 0 0 0 16,752
AXON ENTERPRISE INC COM 05464C101   497,439 2,549 SH   SOLE 0 0 0 2,549
BANK AMERICA CORP COM 060505104   260,706 9,087 SH   SOLE 0 0 0 9,087
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,436,869 21,809 SH   SOLE 0 0 0 21,809
BERKSHIRE HATHAWAY INC DEL CL A 084670108   4,142,480 8 SH   SOLE 0 0 0 8
BLACKROCK INC COM 09247X101   303,200 439 SH   SOLE 0 0 0 439
BLACKSTONE INC COM 09260D107   1,202,992 12,940 SH   SOLE 0 0 0 12,940
BOOKING HOLDINGS INC COM 09857L108   437,453 162 SH   SOLE 0 0 0 162
BROADCOM INC COM 11135F101   4,037,875 4,655 SH   SOLE 0 0 0 4,655
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,136,855 33,785 SH   SOLE 0 0 0 33,785
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   369,370 11,719 SH   SOLE 0 0 0 11,719
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104   607,979 25,030 SH   SOLE 0 0 0 25,030
CHEVRON CORP NEW COM 166764100   1,432,059 9,101 SH   SOLE 0 0 0 9,101
CHIPOTLE MEXICAN GRILL INC COM 169656105   652,395 305 SH   SOLE 0 0 0 305
COMMERCE BANCSHARES INC COM 200525103   344,069 7,065 SH   SOLE 0 0 0 7,065
COSTCO WHSL CORP NEW COM 22160K105   1,409,207 2,617 SH   SOLE 0 0 0 2,617
CROWDSTRIKE HLDGS INC CL A 22788C105   874,581 5,955 SH   SOLE 0 0 0 5,955
DEERE & CO COM 244199105   256,165 632 SH   SOLE 0 0 0 632
DIAGEO PLC SPON ADR NEW 25243Q205   214,745 1,238 SH   SOLE 0 0 0 1,238
DISNEY WALT CO COM 254687106   1,339,925 15,008 SH   SOLE 0 0 0 15,008
DOMINOS PIZZA INC COM 25754A201   318,148 944 SH   SOLE 0 0 0 944
EATON CORP PLC SHS G29183103   4,348,371 21,623 SH   SOLE 0 0 0 21,623
ENTERPRISE PRODS PARTNERS L COM 293792107   1,341,209 50,900 SH   SOLE 0 0 0 50,900
EQUINIX INC COM 29444U700   516,404 659 SH   SOLE 0 0 0 659
EXXON MOBIL CORP COM 30231G102   522,665 4,873 SH   SOLE 0 0 0 4,873
FIRST TR MORNINGSTAR DIVID L SHS 336917109   251,708 7,401 SH   SOLE 0 0 0 7,401
GENERAL DYNAMICS CORP COM 369550108   378,755 1,760 SH   SOLE 0 0 0 1,760
HOME DEPOT INC COM 437076102   3,700,559 11,913 SH   SOLE 0 0 0 11,913
HONEYWELL INTL INC COM 438516106   1,856,376 8,946 SH   SOLE 0 0 0 8,946
HORMEL FOODS CORP COM 440452100   203,031 5,048 SH   SOLE 0 0 0 5,048
IDEXX LABS INC COM 45168D104   364,117 725 SH   SOLE 0 0 0 725
ILLINOIS TOOL WKS INC COM 452308109   317,411 1,269 SH   SOLE 0 0 0 1,269
INDEPENDENCE RLTY TR INC COM 45378A106   339,548 18,636 SH   SOLE 0 0 0 18,636
INTUITIVE SURGICAL INC COM NEW 46120E602   825,101 2,413 SH   SOLE 0 0 0 2,413
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   284,341 4,527 SH   SOLE 0 0 0 4,527
INVESCO QQQ TR UNIT SER 1 46090E103   458,749 1,242 SH   SOLE 0 0 0 1,242
ISHARES TR SELECT DIVID ETF 464287168   276,339 2,439 SH   SOLE 0 0 0 2,439
ISHARES TR TIPS BD ETF 464287176   238,423 2,215 SH   SOLE 0 0 0 2,215
ISHARES TR EXPONENTIAL TECH 46434V381   242,386 4,359 SH   SOLE 0 0 0 4,359
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507   2,992,220 60,181 SH   SOLE 0 0 0 60,181
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   267,250 4,830 SH   SOLE 0 0 0 4,830
JABIL INC COM 466313103   462,480 4,285 SH   SOLE 0 0 0 4,285
JACOBS SOLUTIONS INC COM 46982L108   850,161 7,151 SH   SOLE 0 0 0 7,151
JOHNSON & JOHNSON COM 478160104   2,840,817 17,163 SH   SOLE 0 0 0 17,163
JPMORGAN CHASE & CO COM 46625H100   2,626,271 18,057 SH   SOLE 0 0 0 18,057
KIMBERLY-CLARK CORP COM 494368103   271,150 1,964 SH   SOLE 0 0 0 1,964
LILLY ELI & CO COM 532457108   1,590,660 3,392 SH   SOLE 0 0 0 3,392
LOCKHEED MARTIN CORP COM 539830109   2,386,260 5,183 SH   SOLE 0 0 0 5,183
LOWES COS INC COM 548661107   513,253 2,274 SH   SOLE 0 0 0 2,274
MASTERCARD INCORPORATED CL A 57636Q104   621,729 1,581 SH   SOLE 0 0 0 1,581
MCCORMICK & CO INC COM NON VTG 579780206   1,705,096 19,547 SH   SOLE 0 0 0 19,547
MEDTRONIC PLC SHS G5960L103   970,663 11,018 SH   SOLE 0 0 0 11,018
MERCADOLIBRE INC COM 58733R102   997,533 842 SH   SOLE 0 0 0 842
MERCK & CO INC COM 58933Y105   793,373 6,876 SH   SOLE 0 0 0 6,876
META PLATFORMS INC CL A 30303M102   1,172,600 4,086 SH   SOLE 0 0 0 4,086
MICROSOFT CORP COM 594918104   8,002,342 23,499 SH   SOLE 0 0 0 23,499
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106   874,311 25,102 SH   SOLE 0 0 0 25,102
NETFLIX INC COM 64110L106   1,158,929 2,631 SH   SOLE 0 0 0 2,631
NEXTERA ENERGY INC COM 65339F101   2,812,774 37,908 SH   SOLE 0 0 0 37,908
NIKE INC CL B 654106103   418,758 3,794 SH   SOLE 0 0 0 3,794
NORTHROP GRUMMAN CORP COM 666807102   285,438 626 SH   SOLE 0 0 0 626
NVIDIA CORPORATION COM 67066G104   5,049,813 11,938 SH   SOLE 0 0 0 11,938
PALANTIR TECHNOLOGIES INC CL A 69608A108   364,649 23,787 SH   SOLE 0 0 0 23,787
PAYCHEX INC COM 704326107   240,401 2,149 SH   SOLE 0 0 0 2,149
PAYPAL HLDGS INC COM 70450Y103   558,392 8,368 SH   SOLE 0 0 0 8,368
PEPSICO INC COM 713448108   3,099,336 16,733 SH   SOLE 0 0 0 16,733
PFIZER INC COM 717081103   990,508 27,004 SH   SOLE 0 0 0 27,004
PROCTER AND GAMBLE CO COM 742718109   1,250,357 8,240 SH   SOLE 0 0 0 8,240
QUALCOMM INC COM 747525103   2,337,730 19,638 SH   SOLE 0 0 0 19,638
RAYMOND JAMES FINL INC COM 754730109   284,434 2,741 SH   SOLE 0 0 0 2,741
REALTY INCOME CORP COM 756109104   564,893 9,448 SH   SOLE 0 0 0 9,448
RPM INTL INC COM 749685103   256,897 2,863 SH   SOLE 0 0 0 2,863
S&P GLOBAL INC COM 78409V104   629,241 1,570 SH   SOLE 0 0 0 1,570
SALESFORCE INC COM 79466L302   963,134 4,559 SH   SOLE 0 0 0 4,559
SCHWAB CHARLES CORP COM 808513105   597,437 10,541 SH   SOLE 0 0 0 10,541
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   287,038 5,552 SH   SOLE 0 0 0 5,552
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   449,753 8,588 SH   SOLE 0 0 0 8,588
SCOTTS MIRACLE-GRO CO CL A 810186106   231,637 3,695 SH   SOLE 0 0 0 3,695
SEA LTD SPONSORD ADS 81141R100   223,860 3,857 SH   SOLE 0 0 0 3,857
SHERWIN WILLIAMS CO COM 824348106   738,832 2,783 SH   SOLE 0 0 0 2,783
SHOPIFY INC CL A 82509L107   355,300 5,500 SH   SOLE 0 0 0 5,500
SNOWFLAKE INC CL A 833445109   312,013 1,773 SH   SOLE 0 0 0 1,773
SOFI TECHNOLOGIES INC COM 83406F102   217,449 26,073 SH   SOLE 0 0 0 26,073
SOUTHERN CO COM 842587107   499,075 7,104 SH   SOLE 0 0 0 7,104
SPDR GOLD TR GOLD SHS 78463V107   746,951 4,190 SH   SOLE 0 0 0 4,190
SPDR SER TR NUVEEN BLMBRG SH 78468R739   1,599,805 34,002 SH   SOLE 0 0 0 34,002
SPDR SER TR BBG CONV SEC ETF 78464A359   237,760 3,399 SH   SOLE 0 0 0 3,399
SPDR SER TR PRTFLO S&P500 GW 78464A409   304,861 4,997 SH   SOLE 0 0 0 4,997
SPDR SER TR PORTFOLI S&P1500 78464A805   552,481 10,148 SH   SOLE 0 0 0 10,148
STARBUCKS CORP COM 855244109   786,148 7,936 SH   SOLE 0 0 0 7,936
SYSCO CORP COM 871829107   551,398 7,431 SH   SOLE 0 0 0 7,431
TARGET CORP COM 87612E106   228,654 1,734 SH   SOLE 0 0 0 1,734
TESLA INC COM 88160R101   6,053,431 23,125 SH   SOLE 0 0 0 23,125
TEXAS INSTRS INC COM 882508104   520,030 2,889 SH   SOLE 0 0 0 2,889
TEXTRON INC COM 883203101   236,705 3,500 SH   SOLE 0 0 0 3,500
THERMO FISHER SCIENTIFIC INC COM 883556102   317,028 608 SH   SOLE 0 0 0 608
TWILIO INC CL A 90138F102   246,706 3,878 SH   SOLE 0 0 0 3,878
TYLER TECHNOLOGIES INC COM 902252105   500,180 1,201 SH   SOLE 0 0 0 1,201
UNILEVER PLC SPON ADR NEW 904767704   350,310 6,720 SH   SOLE 0 0 0 6,720
UNITEDHEALTH GROUP INC COM 91324P102   350,903 730 SH   SOLE 0 0 0 730
US BANCORP DEL COM NEW 902973304   269,687 8,162 SH   SOLE 0 0 0 8,162
VALERO ENERGY CORP COM 91913Y100   1,597,827 13,622 SH   SOLE 0 0 0 13,622
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,537,282 33,575 SH   SOLE 0 0 0 33,575
VANGUARD BD INDEX FDS INTERMED TERM 921937819   673,996 8,959 SH   SOLE 0 0 0 8,959
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   288,213 3,449 SH   SOLE 0 0 0 3,449
VANGUARD INDEX FDS GROWTH ETF 922908736   948,075 3,351 SH   SOLE 0 0 0 3,351
VANGUARD INDEX FDS VALUE ETF 922908744   705,265 4,963 SH   SOLE 0 0 0 4,963
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   663,641 1,629 SH   SOLE 0 0 0 1,629
VANGUARD INDEX FDS TOTAL STK MKT 922908769   932,089 4,231 SH   SOLE 0 0 0 4,231
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   205,352 5,110 SH   SOLE 0 0 0 5,110
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   511,722 5,277 SH   SOLE 0 0 0 5,277
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   720,052 14,338 SH   SOLE 0 0 0 14,338
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   722,023 9,543 SH   SOLE 0 0 0 9,543
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   2,479,785 15,267 SH   SOLE 0 0 0 15,267
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   767,195 12,139 SH   SOLE 0 0 0 12,139
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   1,109,001 14,769 SH   SOLE 0 0 0 14,769
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   873,765 8,238 SH   SOLE 0 0 0 8,238
VANGUARD WORLD FDS INF TECH ETF 92204A702   1,889,575 4,274 SH   SOLE 0 0 0 4,274
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   357,614 1,461 SH   SOLE 0 0 0 1,461
VANGUARD WORLD FDS UTILITIES ETF 92204A876   236,855 1,666 SH   SOLE 0 0 0 1,666
VEEVA SYS INC CL A COM 922475108   567,485 2,870 SH   SOLE 0 0 0 2,870
VERIZON COMMUNICATIONS INC COM 92343V104   1,720,870 46,272 SH   SOLE 0 0 0 46,272
VISA INC COM CL A 92826C839   1,353,437 5,699 SH   SOLE 0 0 0 5,699
WALMART INC COM 931142103   701,570 4,463 SH   SOLE 0 0 0 4,463
WASTE MGMT INC DEL COM 94106L109   212,458 1,225 SH   SOLE 0 0 0 1,225
WILLIAMS COS INC COM 969457100   288,312 8,836 SH   SOLE 0 0 0 8,836
WISDOMTREE TR US TOTAL DIVIDND 97717W109   441,460 7,110 SH   SOLE 0 0 0 7,110
XYLEM INC COM 98419M100   214,542 1,905 SH   SOLE 0 0 0 1,905
ZOETIS INC CL A 98978V103   1,179,727 6,851 SH   SOLE 0 0 0 6,851