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
ISHARES TR CORE S&P MCP ETF 464287507 1,625,936 26,216 SH SOLE 0 0 26,216
ISHARES TR CORE S&P SCP ETF 464287804 376,193 3,442 SH SOLE 0 0 3,442
ISHARES TR S&P 500 VAL ETF 464287408 406,246 2,079 SH SOLE 0 0 2,079
ISHARES TR CORE S&P500 ETF 464287200 1,402,331 2,259 SH SOLE 0 0 2,259
ISHARES TR S&P 500 GRWT ETF 464287309 576,821 5,239 SH SOLE 0 0 5,239
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 857,341 1,513 SH SOLE 0 0 1,513
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,255,565 6,888 SH SOLE 0 0 6,888
AMAZON COM INC COM 023135106 4,489,378 20,463 SH SOLE 0 0 20,463
BRISTOL-MYERS SQUIBB CO COM 110122108 478,916 10,346 SH SOLE 0 0 10,346
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 360,927 743 SH SOLE 0 0 743
HOWMET AEROSPACE INC COM 443201108 397,673 2,137 SH SOLE 0 0 2,137
QUALCOMM INC COM 747525103 546,421 3,431 SH SOLE 0 0 3,431
DISNEY WALT CO COM 254687106 592,475 4,778 SH SOLE 0 0 4,778
SHERWIN WILLIAMS CO COM 824348106 234,515 683 SH SOLE 0 0 683
LOWES COS INC COM 548661107 552,938 2,492 SH SOLE 0 0 2,492
MICROSOFT CORP COM 594918104 5,969,683 12,002 SH SOLE 0 0 12,002
PEPSICO INC COM 713448108 504,302 3,819 SH SOLE 0 0 3,819
STRYKER CORPORATION COM 863667101 706,845 1,787 SH SOLE 0 0 1,787
ISHARES TR U.S. FINLS ETF 464287788 216,572 1,790 SH SOLE 0 0 1,790
BANK AMERICA CORP COM 060505104 1,060,619 22,414 SH SOLE 0 0 22,414
EXXON MOBIL CORP COM 30231G102 1,174,255 10,893 SH SOLE 0 0 10,893
WALMART INC COM 931142103 385,253 3,940 SH SOLE 0 0 3,940
TEXAS INSTRS INC COM 882508104 677,879 3,265 SH SOLE 0 0 3,265
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 621,715 2,745 SH SOLE 0 0 2,745
COSTCO WHSL CORP NEW COM 22160K105 850,979 860 SH SOLE 0 0 860
ELI LILLY & CO COM 532457108 866,872 1,112 SH SOLE 0 0 1,112
MORGAN STANLEY COM NEW 617446448 1,207,291 8,571 SH SOLE 0 0 8,571
PROCTER AND GAMBLE CO COM 742718109 311,729 1,957 SH SOLE 0 0 1,957
HOME DEPOT INC COM 437076102 411,044 1,121 SH SOLE 0 0 1,121
TRANE TECHNOLOGIES PLC SHS G8994E103 388,857 889 SH SOLE 0 0 889
MCDONALDS CORP COM 580135101 966,749 3,309 SH SOLE 0 0 3,309
TJX COS INC NEW COM 872540109 658,535 5,333 SH SOLE 0 0 5,333
MONDELEZ INTL INC CL A 609207105 467,831 6,937 SH SOLE 0 0 6,937
BOOKING HOLDINGS INC COM 09857L108 1,372,050 237 SH SOLE 0 0 237
WELLS FARGO CO NEW COM 949746101 1,199,548 14,972 SH SOLE 0 0 14,972
ISHARES TR IBOXX INV CP ETF 464287242 862,101 7,865 SH SOLE 0 0 7,865
PROGRESSIVE CORP COM 743315103 1,204,072 4,512 SH SOLE 0 0 4,512
FISERV INC COM 337738108 453,093 2,628 SH SOLE 0 0 2,628
UNITEDHEALTH GROUP INC COM 91324P102 749,266 2,402 SH SOLE 0 0 2,402
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,993,360 9,849 SH SOLE 0 0 9,849
NEXTERA ENERGY INC COM 65339F101 633,509 9,126 SH SOLE 0 0 9,126
CONOCOPHILLIPS COM 20825C104 360,185 4,014 SH SOLE 0 0 4,014
APPLE INC COM 037833100 3,973,796 19,368 SH SOLE 0 0 19,368
ECOLAB INC COM 278865100 380,719 1,413 SH SOLE 0 0 1,413
AMERICAN EXPRESS CO COM 025816109 650,719 2,040 SH SOLE 0 0 2,040
CANADIAN PACIFIC KANSAS CITY COM 13646K108 422,271 5,327 SH SOLE 0 0 5,327
S&P GLOBAL INC COM 78409V104 586,874 1,113 SH SOLE 0 0 1,113
SOUTHERN CO COM 842587107 995,988 10,846 SH SOLE 0 0 10,846
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 304,624 6,159 SH SOLE 0 0 6,159
NETFLIX INC COM 64110L106 690,991 516 SH SOLE 0 0 516
CADENCE DESIGN SYSTEM INC COM 127387108 381,490 1,238 SH SOLE 0 0 1,238
BOSTON SCIENTIFIC CORP COM 101137107 1,079,041 10,046 SH SOLE 0 0 10,046
NVIDIA CORPORATION COM 67066G104 9,894,580 62,628 SH SOLE 0 0 62,628
EATON CORP PLC SHS G29183103 989,576 2,772 SH SOLE 0 0 2,772
GALLAGHER ARTHUR J & CO COM 363576109 732,549 2,288 SH SOLE 0 0 2,288
ALPHABET INC CAP STK CL A 02079K305 801,649 4,549 SH SOLE 0 0 4,549
VANGUARD INDEX FDS MID CAP ETF 922908629 273,186 976 SH SOLE 0 0 976
INTUITIVE SURGICAL INC COM NEW 46120E602 658,613 1,212 SH SOLE 0 0 1,212
VANGUARD INDEX FDS GROWTH ETF 922908736 1,952,195 4,453 SH SOLE 0 0 4,453
OLD DOMINION FREIGHT LINE IN COM 679580100 272,015 1,676 SH SOLE 0 0 1,676
ASML HOLDING N V N Y REGISTRY SHS N07059210 403,099 503 SH SOLE 0 0 503
VANGUARD WORLD FD UTILITIES ETF 92204A876 434,744 2,463 SH SOLE 0 0 2,463
THERMO FISHER SCIENTIFIC INC COM 883556102 323,538 798 SH SOLE 0 0 798
SALESFORCE INC COM 79466L302 709,812 2,603 SH SOLE 0 0 2,603
MASTERCARD INCORPORATED CL A 57636Q104 1,402,602 2,496 SH SOLE 0 0 2,496
MARTIN MARIETTA MATLS INC COM 573284106 707,666 1,289 SH SOLE 0 0 1,289
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 630,524 9,380 SH SOLE 0 0 9,380
ISHARES TR ISHS 1-5YR INVS 464288646 468,999 8,889 SH SOLE 0 0 8,889
ISHARES TR MBS ETF 464288588 983,844 10,479 SH SOLE 0 0 10,479
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 790,615 13,868 SH SOLE 0 0 13,868
VISA INC COM CL A 92826C839 703,769 1,982 SH SOLE 0 0 1,982
SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672 641,085 22,283 SH SOLE 0 0 22,283
ISHARES TR MSCI ACWI EX US 464288240 2,814,240 46,180 SH SOLE 0 0 46,180
WASTE CONNECTIONS INC COM 94106B101 472,775 2,532 SH SOLE 0 0 2,532
BROADCOM INC COM 11135F101 3,016,300 10,942 SH SOLE 0 0 10,942
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 207,001 1,489 SH SOLE 0 0 1,489
TESLA INC COM 88160R101 254,446 801 SH SOLE 0 0 801
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 210,884 1,931 SH SOLE 0 0 1,931
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 254,862 2,991 SH SOLE 0 0 2,991
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 248,433 437 SH SOLE 0 0 437
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 257,813 9,729 SH SOLE 0 0 9,729
ISHARES TR US TREAS BD ETF 46429B267 1,141,077 49,655 SH SOLE 0 0 49,655
META PLATFORMS INC CL A 30303M102 4,575,057 6,199 SH SOLE 0 0 6,199
PALO ALTO NETWORKS INC COM 697435105 380,426 1,859 SH SOLE 0 0 1,859
ISHARES TR CORE MSCI EAFE 46432F842 1,020,491 12,224 SH SOLE 0 0 12,224
ABBVIE INC COM 00287Y109 853,295 4,597 SH SOLE 0 0 4,597
ISHARES TR MSCI USA QLT FCT 46432F339 1,924,472 10,527 SH SOLE 0 0 10,527
HILTON WORLDWIDE HLDGS INC COM 43300A203 518,564 1,947 SH SOLE 0 0 1,947
ALPHABET INC CAP STK CL C 02079K107 1,898,638 10,703 SH SOLE 0 0 10,703
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 231,350 3,061 SH SOLE 0 0 3,061
INGERSOLL RAND INC COM 45687V106 416,068 5,002 SH SOLE 0 0 5,002
HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 396,033 11,693 SH SOLE 0 0 11,693
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 686,545 15,714 SH SOLE 0 0 15,714
TILRAY BRANDS INC COM 88688T100 4,144 10,000 SH SOLE 0 0 10,000
LINDE PLC SHS G54950103 1,066,495 2,273 SH SOLE 0 0 2,273
CLOUDFLARE INC CL A COM 18915M107 529,328 2,703 SH SOLE 0 0 2,703
OTIS WORLDWIDE CORP COM 68902V107 608,280 6,143 SH SOLE 0 0 6,143
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 259,938 1,145 SH SOLE 0 0 1,145
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 230,656 4,240 SH SOLE 0 0 4,240
PROFESIONALLY MANAGED PORTFO CONGRESS SMID GR 74316P645 1,936,531 62,108 SH SOLE 0 0 62,108