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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 294,888 2,400 SH SOLE 2,400 0 0
ADAMS DIVERSIFIED EQUITY FD COM 006212104 872,851 40,205 SH SOLE 40,205 0 0
ALPHABET INC CAP STK CL A 02079K305 1,970,313 11,180 SH SOLE 11,180 0 0
ALPHABET INC CAP STK CL C 02079K107 494,918 2,790 SH SOLE 2,790 0 0
AMAZON COM INC COM 023135106 3,298,967 15,037 SH SOLE 15,037 0 0
AMERICAN TOWER CORP NEW COM 03027X100 250,858 1,135 SH SOLE 1,135 0 0
APPLE INC COM 037833100 6,935,870 33,805 SH SOLE 33,805 0 0
ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 280,973 8,900 SH SOLE 8,900 0 0
AT&T INC COM 00206R102 565,082 19,526 SH SOLE 19,526 0 0
BANK AMERICA CORP COM 060505104 517,397 10,934 SH SOLE 10,934 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 728,800 1 SH SOLE 1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 318,665 656 SH SOLE 656 0 0
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 273,770 5,027 SH SOLE 5,027 0 0
BLACKROCK ETF TRUST II ISHARES AAA CLO 092528504 298,540 5,750 SH SOLE 5,750 0 0
BLACKROCK INC COM 09290D101 1,941,113 1,850 SH SOLE 1,850 0 0
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 236,193 10,790 SH SOLE 10,790 0 0
BLOCK INC CL A 852234103 312,478 4,600 SH SOLE 4,600 0 0
BNY MELLON ETF TRUST GLOBAL INFRASCTR 09661T826 10,056,426 256,019 SH SOLE 256,019 0 0
BOEING CO COM 097023105 209,530 1,000 SH SOLE 1,000 0 0
BROADCOM INC COM 11135F101 1,929,550 7,000 SH SOLE 7,000 0 0
CARTESIAN THERAPEUTICS INC COM NEW 816212302 197,410 19,000 SH SOLE 19,000 0 0
CITIGROUP INC COM NEW 172967424 468,160 5,500 SH SOLE 5,500 0 0
CORNING INC COM 219350105 631,921 12,016 SH SOLE 12,016 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 982,968 1,930 SH SOLE 1,930 0 0
CULLINAN THERAPEUTICS INC COM 230031106 4,484,032 595,489 SH SOLE 595,489 0 0
DELL TECHNOLOGIES INC CL C 24703L202 27,952,825 228,000 SH SOLE 228,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 430,573 10,039 SH SOLE 10,039 0 0
ELI LILLY & CO COM 532457108 275,174 353 SH SOLE 353 0 0
EXXON MOBIL CORP COM 30231G102 994,671 9,227 SH SOLE 9,227 0 0
FIDELITY COVINGTON TRUST ENHANCED MID 31609A503 569,440 16,546 SH SOLE 16,546 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 626,450 7,695 SH SOLE 7,695 0 0
GE AEROSPACE COM NEW 369604301 1,126,596 4,377 SH SOLE 4,377 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 342,574 4,625 SH SOLE 4,625 0 0
GE VERNOVA INC COM 36828A101 1,372,086 2,593 SH SOLE 2,593 0 0
GLOBAL PARTNERS LP COM UNITS 37946R109 1,160,060 22,000 SH SOLE 22,000 0 0
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 1,173,732 26,865 SH SOLE 26,865 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 527,816 13,600 SH SOLE 13,600 0 0
GLOBAL X FDS GLBL X MLP ETF 37954Y343 671,877 13,384 SH SOLE 13,384 0 0
GRANITESHARES PLATINUM TR SHS BEN INT 38748T103 390,000 30,000 SH SOLE 30,000 0 0
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 210,721 4,413 SH SOLE 4,413 0 0
HARBOR ETF TRUST HARBOR COMMODITY 41151J505 1,348,095 55,500 SH SOLE 55,500 0 0
HUBSPOT INC COM 443573100 1,483,976 2,666 SH SOLE 2,666 0 0
IDEXX LABS INC COM 45168D104 235,990 440 SH SOLE 440 0 0
INTEL CORP COM 458140100 203,862 9,101 SH SOLE 9,101 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,303,377 18,005 SH SOLE 18,005 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,063,460 7,000 SH SOLE 7,000 0 0
INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR 46090A887 550,537 10,980 SH SOLE 10,980 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,051,614 12,783 SH SOLE 12,783 0 0
ISHARES GOLD TR ISHARES NEW 464285204 61,842,412 991,700 SH SOLE 991,700 0 0
ISHARES INC MSCI EURZONE ETF 464286608 376,735 6,337 SH SOLE 6,337 0 0
ISHARES INC MSCI STH KOR ETF 464286772 355,670 4,955 SH SOLE 4,955 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 1,279,146 32,656 SH SOLE 32,656 0 0
ISHARES INC MSCI EMRG CHN 46434G764 208,678 3,305 SH SOLE 3,305 0 0
ISHARES INC MSCI GERMANY ETF 464286806 451,532 10,672 SH SOLE 10,672 0 0
ISHARES INC CORE MSCI EMKT 46434G103 7,871,260 131,122 SH SOLE 131,122 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 605,158 8,072 SH SOLE 8,072 0 0
ISHARES SILVER TR ISHARES 46428Q109 214,249 6,530 SH SOLE 6,530 0 0
ISHARES TR CORE US AGGBD ET 464287226 13,004,479 131,094 SH SOLE 131,094 0 0
ISHARES TR MSCI CHINA ETF 46429B671 513,422 9,318 SH SOLE 9,318 0 0
ISHARES TR RUS MID CAP ETF 464287499 5,510,475 59,916 SH SOLE 59,916 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,113,377 85,269 SH SOLE 85,269 0 0
ISHARES TR CORE S&P SCP ETF 464287804 2,112,401 19,328 SH SOLE 19,328 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 211,778 4,900 SH SOLE 4,900 0 0
ISHARES TR RUS 1000 ETF 464287622 13,980,776 41,172 SH SOLE 41,172 0 0
ISHARES TR EAFE SML CP ETF 464288273 532,018 7,320 SH SOLE 7,320 0 0
ISHARES TR CORE S&P500 ETF 464287200 7,930,761 12,773 SH SOLE 12,773 0 0
ISHARES TR DOW JONES US ETF 464287846 460,015 3,049 SH SOLE 3,049 0 0
ISHARES TR CORE S&P TTL STK 464287150 20,701,082 153,296 SH SOLE 153,296 0 0
ISHARES TR RUS MD CP GR ETF 464287481 229,515 1,655 SH SOLE 1,655 0 0
ISHARES TR ISHARES SEMICDTR 464287523 1,336,959 5,601 SH SOLE 5,601 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 249,641 2,607 SH SOLE 2,607 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 1,471,714 12,358 SH SOLE 12,358 0 0
ISHARES TR ESG AWR US AGRGT 46435U549 201,902 4,247 SH SOLE 4,247 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,933,233 13,593 SH SOLE 13,593 0 0
ISHARES TR CORE MSCI EAFE 46432F842 79,771,836 955,580 SH SOLE 955,580 0 0
ISHARES TR CORE S&P US GWT 464287671 801,782 5,331 SH SOLE 5,331 0 0
ISHARES TR RUSSELL 3000 ETF 464287689 3,987,360 11,360 SH SOLE 11,360 0 0
ISHARES TR CORE S&P MCP ETF 464287507 6,091,082 98,212 SH SOLE 98,212 0 0
ISHARES TR MSCI EAFE ETF 464287465 270,941 3,031 SH SOLE 3,031 0 0
ISHARES TR MORNINGSTAR GRWT 464287119 3,405,260 35,142 SH SOLE 35,142 0 0
ISHARES TR EAFE VALUE ETF 464288877 648,766 10,220 SH SOLE 10,220 0 0
ISHARES TR EAFE GRWTH ETF 464288885 326,816 2,918 SH SOLE 2,918 0 0
ISHARES TR TIPS BD ETF 464287176 11,843,764 107,631 SH SOLE 107,631 0 0
ISHARES TR 20 YR TR BD ETF 464287432 2,811,469 31,858 SH SOLE 31,858 0 0
ISHARES TR S&P 500 VAL ETF 464287408 1,226,456 6,276 SH SOLE 6,276 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 255,948 1,400 SH SOLE 1,400 0 0
ISHARES TR EUROPE ETF 464287861 1,810,458 28,624 SH SOLE 28,624 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 11,032,597 100,205 SH SOLE 100,205 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 9,038,614 68,402 SH SOLE 68,402 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 3,096,609 15,943 SH SOLE 15,943 0 0
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 200,208 7,745 SH SOLE 7,745 0 0
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 14,565,718 287,009 SH SOLE 287,009 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,195,009 4,122 SH SOLE 4,122 0 0
KLAVIYO INC COM SER A 49845K101 14,343,227 427,136 SH SOLE 427,136 0 0
KRANESHARES TRUST CALIFORNIA CARB 500767553 164,962 10,629 SH SOLE 10,629 0 0
MAPLEBEAR INC COM 565394103 710,268 15,700 SH SOLE 15,700 0 0
MARSH & MCLENNAN COS INC COM 571748102 274,053 1,253 SH SOLE 1,253 0 0
MCKESSON CORP COM 58155Q103 879,336 1,200 SH SOLE 1,200 0 0
META PLATFORMS INC CL A 30303M102 222,593 302 SH SOLE 302 0 0
MICRON TECHNOLOGY INC COM 595112103 369,750 3,000 SH SOLE 3,000 0 0
MICROSOFT CORP COM 594918104 3,047,631 6,127 SH SOLE 6,127 0 0
NVIDIA CORPORATION COM 67066G104 1,056,953 6,690 SH SOLE 6,690 0 0
PAYPAL HLDGS INC COM 70450Y103 217,386 2,925 SH SOLE 2,925 0 0
PRICE T ROWE GROUP INC COM 74144T108 868,500 9,000 SH SOLE 9,000 0 0
PROCTER AND GAMBLE CO COM 742718109 454,163 2,851 SH SOLE 2,851 0 0
PROSHARES TR SP500 EX ENRGY 74347B581 387,948 5,800 SH SOLE 5,800 0 0
PRUDENTIAL FINL INC COM 744320102 284,716 2,650 SH SOLE 2,650 0 0
PUTNAM MANAGED MUN INCOME TR COM 746823103 143,478 23,993 SH SOLE 23,993 0 0
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 309,498 31,294 SH SOLE 31,294 0 0
ROYCE MICRO-CAP TR INC COM 780915104 574,989 62,161 SH SOLE 62,161 0 0
RTX CORPORATION COM 75513E101 941,829 6,450 SH SOLE 6,450 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4,051,427 15,999 SH SOLE 15,999 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8,823,363 108,050 SH SOLE 108,050 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,254,377 31,563 SH SOLE 31,563 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2,229,465 27,534 SH SOLE 27,534 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2,687,084 6,098 SH SOLE 6,098 0 0
SPDR GOLD TR GOLD SHS 78463V107 20,964,988 68,776 SH SOLE 68,776 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,396,503 26,538 SH SOLE 26,538 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 22,352,314 234,498 SH SOLE 234,498 0 0
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 663,436 12,200 SH SOLE 12,200 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 978,574 11,800 SH SOLE 11,800 0 0
SPDR SERIES TRUST S&P DIVID ETF 78464A763 3,036,687 22,373 SH SOLE 22,373 0 0
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1,582,971 30,244 SH SOLE 30,244 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 317,393 2,523 SH SOLE 2,523 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1,620,735 53,845 SH SOLE 53,845 0 0
SRH TOTAL RETURN FUND INC COM 101507101 768,850 43,487 SH SOLE 43,487 0 0
TRI CONTL CORP COM 895436103 399,264 12,611 SH SOLE 12,611 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,092,356 11,708 SH SOLE 11,708 0 0
UNITEDHEALTH GROUP INC COM 91324P102 600,542 1,925 SH SOLE 1,925 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 407,265 7,823 SH SOLE 7,823 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 587,408 42,721 SH SOLE 42,721 0 0
VANECK ETF TRUST URANIUM AND NUCL 92189F601 483,633 4,350 SH SOLE 4,350 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 224,189 4,528 SH SOLE 4,528 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6,166,196 37,494 SH SOLE 37,494 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 69,985,982 230,270 SH SOLE 230,270 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2,732,143 14,177 SH SOLE 14,177 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 1,387,920 4,960 SH SOLE 4,960 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,336,144 18,876 SH SOLE 18,876 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 6,765,851 15,433 SH SOLE 15,433 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 881,835 3,721 SH SOLE 3,721 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 415,566 2,131 SH SOLE 2,131 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 4,039,848 14,160 SH SOLE 14,160 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,084,590 24,796 SH SOLE 24,796 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 530,352 5,955 SH SOLE 5,955 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 238,194 3,073 SH SOLE 3,073 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10,155,623 205,330 SH SOLE 205,330 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 5,713,001 42,511 SH SOLE 42,511 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7,085,263 105,404 SH SOLE 105,404 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 5,791,558 45,063 SH SOLE 45,063 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 15,942,647 317,140 SH SOLE 317,140 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,531,409 19,263 SH SOLE 19,263 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 473,639 5,712 SH SOLE 5,712 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9,174,939 44,828 SH SOLE 44,828 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 4,126,193 59,722 SH SOLE 59,722 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7,617,999 133,626 SH SOLE 133,626 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,661,842 12,466 SH SOLE 12,466 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 328,938 3,650 SH SOLE 3,650 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 3,928,220 32,977 SH SOLE 32,977 0 0
VANGUARD WORLD FD ESG US STK ETF 921910733 8,123,465 74,092 SH SOLE 74,092 0 0
VANGUARD WORLD FD ESG INTL STK ETF 921910725 4,637,860 70,807 SH SOLE 70,807 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 387,959 8,966 SH SOLE 8,966 0 0
VOX ROYALTY CORP COM 92919F103 1,766,402 558,988 SH SOLE 558,988 0 0
VOYA EMERGING MKTS HIGH DIVI COM 92912P108 71,280 12,000 SH SOLE 12,000 0 0
WALMART INC COM 931142103 344,487 3,523 SH SOLE 3,523 0 0
WELLS FARGO CO NEW COM 949746101 324,246 4,047 SH SOLE 4,047 0 0
WESTERN AST INFL LKD OPP & I COM 95766R104 590,976 67,463 SH SOLE 67,463 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 361,757 4,320 SH SOLE 4,320 0 0