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
Expires: July 31, 2015
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
3M CO COM 88579Y101 349,967 2,383 SH SOLE 2,383 0 0
ABBOTT LABS COM 002824100 438,408 3,305 SH SOLE 3,305 0 0
ABBVIE INC COM 00287Y109 2,086,923 9,961 SH SOLE 9,877 0 84
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 296,438 950 SH SOLE 950 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,356,153 10,256 SH SOLE 92 0 10,164
ALPHABET INC CAP STK CL A 02079K305 2,793,617 18,066 SH SOLE 8,683 0 9,383
ALPHABET INC CAP STK CL C 02079K107 9,145,706 58,540 SH SOLE 4,551 0 53,989
AMAZON COM INC COM 023135106 10,059,818 52,874 SH SOLE 25,509 0 27,365
AMERICAN CENTY ETF TR US SML CP VALU 025072877 528,172 6,059 SH SOLE 6,059 0 0
AMGEN INC COM 031162100 805,643 2,586 SH SOLE 2,586 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,476,761 10,784 SH SOLE 36 0 10,748
APPLE INC COM 037833100 13,508,208 60,812 SH SOLE 33,371 0 27,441
AT&T INC COM 00206R102 673,386 23,843 SH SOLE 19,852 0 3,991
AUTOMATIC DATA PROCESSING IN COM 053015103 461,129 1,509 SH SOLE 1,301 0 208
BANK AMERICA CORP COM 060505104 1,469,111 35,205 SH SOLE 472 0 34,733
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,359,005 25,084 SH SOLE 8,702 0 16,382
BERKSHIRE HATHAWAY INC DEL CL A 084670108 34,332,988 43 SH SOLE 0 0 43
BHP GROUP LTD SPONSORED ADS 088606108 312,924 6,447 SH SOLE 6,447 0 0
BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 213,303 20,469 SH SOLE 20,469 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104 448,921 30,646 SH SOLE 30,646 0 0
BOEING CO COM 097023105 329,332 1,931 SH SOLE 1,931 0 0
BOOKING HOLDINGS INC COM 09857L108 225,738 49 SH SOLE 0 0 49
BP PLC SPONSORED ADR 055622104 448,336 13,268 SH SOLE 11,828 0 1,440
BRISTOL-MYERS SQUIBB CO COM 110122108 217,125 3,560 SH SOLE 2,350 0 1,210
BROADCOM INC COM 11135F101 226,031 1,350 SH SOLE 170 0 1,180
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 992,873 4,095 SH SOLE 90 0 4,005
BROWN & BROWN INC COM 115236101 5,230,771 42,048 SH SOLE 42,048 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,885,989 23,099 SH SOLE 6 0 23,093
CAMECO CORP COM 13321L108 732,483 17,796 SH SOLE 17,796 0 0
CARVANA CO CL A 146869102 522,700 2,500 SH SOLE 2,500 0 0
CATERPILLAR INC COM 149123101 348,622 1,057 SH SOLE 982 0 75
CHEVRON CORP NEW COM 166764100 204,094 1,220 SH SOLE 1,125 0 95
CISCO SYS INC COM 17275R102 794,089 12,867 SH SOLE 5,421 0 7,446
CITIGROUP INC COM NEW 172967424 506,297 7,132 SH SOLE 131 0 7,001
CLEVELAND-CLIFFS INC NEW COM 185899101 91,193 11,094 SH SOLE 11,094 0 0
COCA COLA CO COM 191216100 619,441 8,649 SH SOLE 8,649 0 0
CONSOLIDATED EDISON INC COM 209115104 207,135 1,873 SH SOLE 0 0 1,873
CORTEVA INC COM 22052L104 278,402 4,424 SH SOLE 4,213 0 211
COSTCO WHSL CORP NEW COM 22160K105 530,570 561 SH SOLE 134 0 427
CUMMINS INC COM 231021106 219,408 700 SH SOLE 700 0 0
DEERE & CO COM 244199105 276,917 590 SH SOLE 545 0 45
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2,847,550 47,658 SH SOLE 47,488 0 170
DISNEY WALT CO COM 254687106 467,090 4,732 SH SOLE 4,732 0 0
DOCGO INC COM 256086109 30,658 11,613 SH SOLE 0 0 11,613
DUPONT DE NEMOURS INC COM 26614N102 732,306 9,806 SH SOLE 9,595 0 211
ELI LILLY & CO COM 532457108 385,416 467 SH SOLE 101 0 366
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,610,805 86,649 SH SOLE 6,649 0 80,000
EXXON MOBIL CORP COM 30231G102 1,234,335 10,379 SH SOLE 9,240 0 1,139
FEDEX CORP COM 31428X106 466,350 1,913 SH SOLE 0 0 1,913
FLUOR CORP NEW COM 343412102 312,780 8,732 SH SOLE 8,732 0 0
GE AEROSPACE COM NEW 369604301 458,744 2,292 SH SOLE 1,930 0 362
GENERAL DYNAMICS CORP COM 369550108 415,685 1,525 SH SOLE 1,306 0 219
GILEAD SCIENCES INC COM 375558103 903,347 8,062 SH SOLE 8,062 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 991,366 1,815 SH SOLE 1,671 0 144
GOLUB CAP BDC INC COM 38173M102 415,682 27,506 SH SOLE 27,506 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 512,301 7,861 SH SOLE 266 0 7,595
HANESBRANDS INC COM 410345102 68,232 11,825 SH SOLE 11,825 0 0
HERCULES CAPITAL INC COM 427096508 246,849 12,850 SH SOLE 12,850 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 380,237 1,671 SH SOLE 21 0 1,650
HOME DEPOT INC COM 437076102 273,208 745 SH SOLE 615 0 130
HUNTSMAN CORP COM 447011107 401,924 25,454 SH SOLE 25,454 0 0
IDEXX LABS INC COM 45168D104 339,076 807 SH SOLE 807 0 0
INTEL CORP COM 458140100 230,739 10,160 SH SOLE 4,379 0 5,781
INTERNATIONAL BUSINESS MACHS COM 459200101 621,637 2,500 SH SOLE 2,405 0 95
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,171,329 18,307 SH SOLE 18,307 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,811,803 5,996 SH SOLE 1,851 0 4,145
IQVIA HLDGS INC COM 46266C105 462,260 2,622 SH SOLE 0 0 2,622
ISHARES TR SHORT TREAS BD 464288679 2,346,997 21,247 SH SOLE 21,247 0 0
ISHARES TR TIPS BD ETF 464287176 554,340 4,990 SH SOLE 0 0 4,990
ISHARES TR CORE S&P500 ETF 464287200 41,185,584 73,297 SH SOLE 71,961 0 1,336
ISHARES TR CORE S&P MCP ETF 464287507 479,929 8,225 SH SOLE 0 0 8,225
ISHARES TR RUS 1000 GRW ETF 464287614 246,264 682 SH SOLE 128 0 554
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 513,463 10,127 SH SOLE 10,127 0 0
JOHNSON & JOHNSON COM 478160104 1,300,466 7,842 SH SOLE 7,792 0 50
JPMORGAN CHASE & CO. COM 46625H100 1,654,593 6,745 SH SOLE 2,058 0 4,687
KENVUE INC COM 49177J102 219,793 9,166 SH SOLE 9,166 0 0
LENZ THERAPEUTICS INC COM 52635N103 437,661 17,023 SH SOLE 0 0 17,023
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 586,418 6,515 SH SOLE 0 0 6,515
MASTERCARD INCORPORATED CL A 57636Q104 204,449 373 SH SOLE 373 0 0
MCDONALDS CORP COM 580135101 1,003,333 3,212 SH SOLE 1,307 0 1,905
MERCK & CO INC COM 58933Y105 577,688 6,436 SH SOLE 5,376 0 1,060
META PLATFORMS INC CL A 30303M102 7,070,559 12,268 SH SOLE 1,765 0 10,503
MICROSOFT CORP COM 594918104 14,226,324 37,897 SH SOLE 11,667 0 26,230
MONSTER BEVERAGE CORP NEW COM 61174X109 203,006 3,469 SH SOLE 3,469 0 0
NIKE INC CL B 654106103 1,216,785 19,168 SH SOLE 19,168 0 0
NORTHFIELD BANCORP INC DEL COM 66611T108 344,669 31,592 SH SOLE 0 0 31,592
NVIDIA CORPORATION COM 67066G104 1,370,922 12,649 SH SOLE 3,931 0 8,718
OAKTREE SPECIALTY LENDING CO COM 67401P405 186,349 12,132 SH SOLE 12,132 0 0
PALO ALTO NETWORKS INC COM 697435105 322,510 1,890 SH SOLE 1,890 0 0
PEPSICO INC COM 713448108 945,489 6,306 SH SOLE 4,190 0 2,116
PFIZER INC COM 717081103 1,013,502 39,996 SH SOLE 26,684 0 13,312
PGIM ETF TR ACTV HY BD ETF 69344A206 240,173 7,329 SH SOLE 7,329 0 0
PHILIP MORRIS INTL INC COM 718172109 218,096 1,374 SH SOLE 64 0 1,310
PROCTER AND GAMBLE CO COM 742718109 547,784 3,214 SH SOLE 2,683 0 531
PROGRESSIVE CORP COM 743315103 268,860 950 SH SOLE 0 0 950
QUALCOMM INC COM 747525103 397,449 2,587 SH SOLE 2,587 0 0
RTX CORPORATION COM 75513E101 280,815 2,120 SH SOLE 2,120 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 776,668 29,220 SH SOLE 0 0 29,220
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 214,185 8,175 SH SOLE 0 0 8,175
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 869,389 34,720 SH SOLE 0 0 34,720
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 571,828 20,452 SH SOLE 412 0 20,040
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 270,617 11,550 SH SOLE 0 0 11,550
SELECT SECTOR SPDR TR ENERGY 81369Y506 933,099 9,985 SH SOLE 0 0 9,985
SLR INVESTMENT CORP COM 83413U100 315,487 18,712 SH SOLE 18,712 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3,943,933 9,393 SH SOLE 0 0 9,393
SPDR GOLD TR GOLD SHS 78463V107 1,238,096 4,297 SH SOLE 3,197 0 1,100
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,600,607 4,649 SH SOLE 186 0 4,463
STRYKER CORPORATION COM 863667101 436,311 1,172 SH SOLE 1,172 0 0
TARGET CORP COM 87612E106 446,151 4,275 SH SOLE 4,275 0 0
TESLA INC COM 88160R101 1,036,907 4,001 SH SOLE 1,166 0 2,835
THERMO FISHER SCIENTIFIC INC COM 883556102 261,738 526 SH SOLE 245 0 281
TRUST FOR PROFESSIONAL MANAG JENSEN QUALITY 89834G562 1,384,831 54,354 SH SOLE 54,354 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,315,560 18,056 SH SOLE 155 0 17,901
UNITEDHEALTH GROUP INC COM 91324P102 656,533 1,254 SH SOLE 81 0 1,173
VANGUARD INDEX FDS VALUE ETF 922908744 4,913,245 28,443 SH SOLE 0 0 28,443
VANGUARD INDEX FDS GROWTH ETF 922908736 4,360,474 11,759 SH SOLE 0 0 11,759
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 894,625 9,881 SH SOLE 0 0 9,881
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,079,023 3,926 SH SOLE 0 0 3,926
VANGUARD INDEX FDS MID CAP ETF 922908629 1,665,255 6,439 SH SOLE 45 0 6,394
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,623,304 11,830 SH SOLE 0 0 11,830
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3,419,074 17,625 SH SOLE 7 0 17,618
VANGUARD STAR FDS VG TL INTL STK F 921909768 479,412 7,720 SH SOLE 0 0 7,720
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 526,853 10,365 SH SOLE 0 0 10,365
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 768,776 2,904 SH SOLE 0 0 2,904
VERIZON COMMUNICATIONS INC COM 92343V104 1,017,171 22,453 SH SOLE 17,353 0 5,100
VISA INC COM CL A 92826C839 673,934 1,923 SH SOLE 157 0 1,766
VISTRA CORP COM 92840M102 267,059 2,274 SH SOLE 24 0 2,250