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
AMAZON COM INC COM Stock 023135106 33,322,270 151,886 SH SOLE 0 151,886 0 0
BLOCK INC CL A Stock 852234103 264,587 3,895 SH SOLE 0 3,895 0 0
WASTE MGMT INC DEL COM Stock 94106L109 2,677,880 11,703 SH SOLE 0 11,703 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 9,619,247 9,717 SH SOLE 0 9,717 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 397,048 561 SH SOLE 0 561 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 8,230,724 30,126 SH SOLE 0 30,126 0 0
MEDTRONIC PLC SHS Stock G5960L103 629,803 7,225 SH SOLE 0 7,225 0 0
NETFLIX INC COM Stock 64110L106 11,363,857 8,486 SH SOLE 0 8,486 0 0
ISHARES TREASURY FLOATING RATE BOND ETF ETF 46434V860 21,349,887 421,518 SH SOLE 0 421,518 0 0
ILLINOIS TOOL WKS INC COM Stock 452308109 2,819,639 11,404 SH SOLE 0 11,404 0 0
CORNING INC COM Stock 219350105 7,284,714 138,519 SH SOLE 0 138,519 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104 31,665,965 409,121 SH SOLE 0 409,121 0 0
KIMBERLY-CLARK CORP COM Stock 494368103 326,683 2,534 SH SOLE 0 2,534 0 0
MICROSTRATEGY INC CL A NEW Stock 594972408 3,299,325 8,162 SH SOLE 0 8,162 0 0
HOME DEPOT INC COM Stock 437076102 5,755,148 15,697 SH SOLE 0 15,697 0 0
SOUTHERN CO COM Stock 842587107 483,026 5,260 SH SOLE 0 5,260 0 0
LABCORP HOLDINGS INC COM SHS Stock 504922105 813,781 3,100 SH SOLE 0 3,100 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 274,570 12,424 SH SOLE 0 12,424 0 0
SCHWAB U.S. LARGE-CAP ETF ETF 808524201 632,116 25,864 SH SOLE 0 25,864 0 0
AON PLC SHS CL A Stock G0403H108 908,311 2,546 SH SOLE 0 2,546 0 0
GALLAGHER ARTHUR J & CO COM Stock 363576109 704,264 2,200 SH SOLE 0 2,200 0 0
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 225,121 7,707 SH SOLE 0 7,707 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 11,632,734 23,947 SH SOLE 0 23,947 0 0
EXELON CORP COM Stock 30161N101 298,426 6,873 SH SOLE 0 6,873 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 23,808,144 135,097 SH SOLE 0 135,097 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 2,407,823 26,715 SH SOLE 0 26,715 0 0
MICROSOFT CORP COM Stock 594918104 33,902,471 68,158 SH SOLE 0 68,158 0 0
DTE ENERGY CO COM Stock 233331107 258,032 1,948 SH SOLE 0 1,948 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107 249,438 10,428 SH SOLE 0 10,428 0 0
BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 91,828,800 126 SH SOLE 0 126 0 0
NEXTERA ENERGY INC COM Stock 65339F101 4,620,248 66,555 SH SOLE 0 66,555 0 0
CLOUDFLARE INC CL A COM Stock 18915M107 28,680,283 146,455 SH SOLE 0 146,455 0 0
TESLA INC COM Stock 88160R101 227,445 716 SH SOLE 0 716 0 0
LINDE PLC SHS Stock G54950103 2,344,962 4,998 SH SOLE 0 4,998 0 0
PUBLIC STORAGE OPER CO COM REIT 74460D109 852,092 2,904 SH SOLE 0 2,904 0 0
SCHWAB SHORT-TERM US TREASURY ETF ETF 808524862 878,899 36,050 SH SOLE 0 36,050 0 0
WELLTOWER INC COM REIT 95040Q104 407,692 2,652 SH SOLE 0 2,652 0 0
PINTEREST INC CL A Stock 72352L106 262,065 7,308 SH SOLE 0 7,308 0 0
PACIFIC BIOSCIENCES CALIF INC COM Stock 69404D108 38,440 31,000 SH SOLE 0 31,000 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 16,305,481 174,764 SH SOLE 0 174,764 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105 1,770,871 3,477 SH SOLE 0 3,477 0 0
ELI LILLY & CO COM Stock 532457108 13,212,254 16,949 SH SOLE 0 16,949 0 0
VERTIV HOLDINGS CO COM CL A Stock 92537N108 24,672,697 192,140 SH SOLE 0 192,140 0 0
CARRIER GLOBAL CORPORATION COM Stock 14448C104 6,146,643 83,982 SH SOLE 0 83,982 0 0
AFLAC INC COM Stock 001055102 1,715,623 16,268 SH SOLE 0 16,268 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655 43,265,470 848,010 SH SOLE 0 848,010 0 0
STERLING INFRASTRUCTURE INC COM Stock 859241101 253,803 1,100 SH SOLE 0 1,100 0 0
BUTTERFLY NETWORK INC COM CL A Stock 124155102 23,000 11,500 SH SOLE 0 11,500 0 0
SNOWFLAKE INC COM SHS Stock 833445109 1,164,275 5,203 SH SOLE 0 5,203 0 0
ZILLOW GROUP INC CL A Stock 98954M101 4,687,387 68,439 SH SOLE 0 68,439 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 19,801,843 145,260 SH SOLE 0 145,260 0 0
FIRST SOLAR INC COM Stock 336433107 259,401 1,567 SH SOLE 0 1,567 0 0
SOFI TECHNOLOGIES INC COM Stock 83406F102 9,482,985 520,757 SH SOLE 0 520,757 0 0
VISA INC COM CL A Stock 92826C839 9,283,137 26,146 SH SOLE 0 26,146 0 0
ROBINHOOD MKTS INC COM CL A Stock 770700102 5,801,221 61,959 SH SOLE 0 61,959 0 0
VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 1,192,504 4,306 SH SOLE 0 4,306 0 0
IREN LIMITED ORDINARY SHARES Stock Q4982L109 227,919 15,643 SH SOLE 0 15,643 0 0
ZEBRA TECHNOLOGIES CORPORATION CL A Stock 989207105 2,417,542 7,840 SH SOLE 0 7,840 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 2,433,933 7,541 SH SOLE 0 7,541 0 0
META PLATFORMS INC CL A Stock 30303M102 26,791,929 36,299 SH SOLE 0 36,299 0 0
SERVICENOW INC COM Stock 81762P102 28,823,251 28,036 SH SOLE 0 28,036 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 9,802,051 47,899 SH SOLE 0 47,899 0 0
BROADCOM INC COM Stock 11135F101 1,486,856 5,394 SH SOLE 0 5,394 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 2,509,779 8,397 SH SOLE 0 8,397 0 0
ENBRIDGE INC COM Stock 29250N105 1,782,798 39,338 SH SOLE 0 39,338 0 0
NVIDIA CORPORATION COM Stock 67066G104 120,739,750 764,224 SH SOLE 0 764,224 0 0
ABBVIE INC COM Stock 00287Y109 1,823,902 9,826 SH SOLE 0 9,826 0 0
ZOETIS INC CL A Stock 98978V103 1,088,219 6,978 SH SOLE 0 6,978 0 0
STRYKER CORPORATION COM Stock 863667101 2,487,721 6,288 SH SOLE 0 6,288 0 0
FASTENAL CO COM Stock 311900104 2,715,720 64,660 SH SOLE 0 64,660 0 0
MCDONALDS CORP COM Stock 580135101 397,351 1,360 SH SOLE 0 1,360 0 0
CISCO SYS INC COM Stock 17275R102 1,889,356 27,232 SH SOLE 0 27,232 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 21,504,803 151,549 SH SOLE 0 151,549 0 0
GE VERNOVA INC COM Stock 36828A101 7,488,002 14,151 SH SOLE 0 14,151 0 0
VEEVA SYS INC CL A COM Stock 922475108 6,246,574 21,691 SH SOLE 0 21,691 0 0
UNION PAC CORP COM Stock 907818108 4,494,153 19,533 SH SOLE 0 19,533 0 0
CINTAS CORP COM Stock 172908105 2,366,879 10,620 SH SOLE 0 10,620 0 0
SALESFORCE INC COM Stock 79466L302 5,126,299 18,799 SH SOLE 0 18,799 0 0
MICROCHIP TECHNOLOGY INC. COM Stock 595017104 1,783,880 25,350 SH SOLE 0 25,350 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100 4,011,453 13,837 SH SOLE 0 13,836 0 0
MICROSTRATEGY INC SERIES A PERP PF Convertible Preferred 594972887 8,424,595 69,619 SH SOLE 0 69,619 0 0
CHEVRON CORP NEW COM Stock 166764100 477,968 3,338 SH SOLE 0 3,338 0 0
EXTRA SPACE STORAGE INC COM REIT 30225T102 746,636 5,064 SH SOLE 0 5,064 0 0
WALMART INC COM Stock 931142103 17,976,755 183,849 SH SOLE 0 183,849 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 910,870 3,090 SH SOLE 0 3,090 0 0
ORACLE CORP COM Stock 68389X105 840,632 3,845 SH SOLE 0 3,845 0 0
MORGAN STANLEY COM NEW Stock 617446448 9,439,310 67,012 SH SOLE 0 67,012 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 1,445,374 8,148 SH SOLE 0 8,148 0 0
AMERICAN EXPRESS CO COM Stock 025816109 4,467,465 14,005 SH SOLE 0 14,005 0 0
AMGEN INC COM Stock 031162100 830,650 2,975 SH SOLE 0 2,975 0 0
APPLIED MATLS INC COM Stock 038222105 1,535,042 8,385 SH SOLE 0 8,385 0 0
CANADIAN NATL RY CO COM Stock 136375102 374,544 3,600 SH SOLE 0 3,600 0 0
EATON CORP PLC SHS Stock G29183103 4,706,913 13,185 SH SOLE 0 13,185 0 0
VANGUARD MEGA CAP GROWTH ETF ETF 921910816 984,997 2,690 SH SOLE 0 2,690 0 0
EXXON MOBIL CORP COM Stock 30231G102 737,999 6,846 SH SOLE 0 6,846 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108 682,255 7,070 SH SOLE 0 7,070 0 0
LOWES COS INC COM Stock 548661107 6,330,617 28,533 SH SOLE 0 28,533 0 0
COLGATE PALMOLIVE CO COM Stock 194162103 227,250 2,500 SH SOLE 0 2,500 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 2,904,744 25,182 SH SOLE 0 25,182 0 0
BLACKROCK INC COM Stock 09290D101 2,222,312 2,118 SH SOLE 0 2,118 0 0
APPLE INC COM Stock 037833100 45,093,711 219,787 SH SOLE 0 219,787 0 0
ABBOTT LABS COM Stock 002824100 1,111,610 8,173 SH SOLE 0 8,173 0 0
DISNEY WALT CO COM Stock 254687106 1,196,945 9,652 SH SOLE 0 9,652 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 1,659,696 7,591 SH SOLE 0 7,591 0 0