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 Stock 023135106 4,733,778 21,577 SH SOLE 21,577 0 0
ROLLINS INC COM Stock 775711104 629,009 11,149 SH SOLE 11,148 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 526,823 955 SH SOLE 955 0 0
WASTE MGMT INC DEL COM Stock 94106L109 605,587 2,647 SH SOLE 2,646 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 680,183 2,238 SH SOLE 2,237 0 0
COSTCO WHOLESALE CORP Stock 22160K105 995,613 1,006 SH SOLE 1,005 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 407,888 576 SH SOLE 576 0 0
BOSTON SCIENTIFIC CORP COM Stock 101137107 885,381 8,243 SH SOLE 8,243 0 0
NETFLIX INC COM Stock 64110L106 269,165 201 SH SOLE 201 0 0
ISHARES MSCI SWITZERLAND ETF ETF 464286749 480,422 8,765 SH SOLE 8,765 0 0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 24,460,233 230,019 SH SOLE 230,019 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 413,019 668 SH SOLE 668 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 1,634,129 2,908 SH SOLE 2,908 0 0
HILTON GRAND VACATIONS INC COM Stock 43283X105 317,963 7,625 SH SOLE 7,625 0 0
CHUBB LIMITED COM Stock H1467J104 769,207 2,655 SH SOLE 2,655 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1,092,044 3,541 SH SOLE 3,541 0 0
ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 22,741,622 53,563 SH SOLE 53,562 0 0
ISHARES S&P SMALLCAP 600 ETF ETF 464287804 10,841,619 99,196 SH SOLE 99,196 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 230,741 475 SH SOLE 475 0 0
ADOBE INC COM Stock 00724F101 1,140,522 2,948 SH SOLE 2,948 0 0
GOOGLE INC Stock 02079K305 2,183,318 12,389 SH SOLE 12,389 0 0
CONSTELLATION BRANDS INC CL A Stock 21036P108 819,110 5,035 SH SOLE 5,035 0 0
MICROSOFT Stock 594918104 4,447,212 8,941 SH SOLE 8,940 0 0
NEXTERA ENERGY INC COM Stock 65339F101 840,839 12,112 SH SOLE 12,112 0 0
NIKE INC CL B Stock 654106103 672,467 9,466 SH SOLE 9,466 0 0
TESLA INC COM Stock 88160R101 853,552 2,687 SH SOLE 2,687 0 0
HILTON WORLDWIDE HLDGS INC COM Stock 43300A203 804,200 3,029 SH SOLE 3,029 0 0
FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 405,835 7,749 SH SOLE 7,749 0 0
CENTERPOINT ENERGY INC COM Stock 15189T107 470,698 12,812 SH SOLE 12,811 0 0
KKR & CO INC COM Stock 48251W104 1,001,747 7,530 SH SOLE 7,530 0 0
VANGUARD S&P 500 ETF ETF 922908363 241,631 425 SH SOLE 425 0 0
ELI LILLY & CO COM Stock 532457108 798,247 1,024 SH SOLE 1,024 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 1,373,654 24,464 SH SOLE 24,464 0 0
QUANTA SVCS INC COM Stock 74762E102 911,551 2,411 SH SOLE 2,411 0 0
VISA INC COM CL A Stock 92826C839 1,650,614 4,649 SH SOLE 4,648 0 0
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND ETF 72201R635 16,559,690 374,393 SH SOLE 374,392 0 0
COSTAR GROUP INC COM Stock 22160N109 1,189,920 14,800 SH SOLE 14,800 0 0
META PLATFORMS INC CL A Stock 30303M102 2,452,024 3,322 SH SOLE 3,322 0 0
DFA Dimensional US Small Cap Value ETF ETF 25434V815 14,593,270 495,864 SH SOLE 495,863 0 0
BROADCOM INC COM Stock 11135F101 1,770,617 6,423 SH SOLE 6,423 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 21,549,465 258,139 SH SOLE 258,139 0 0
NVIDIA CORPORATION COM Stock 67066G104 6,777,023 42,895 SH SOLE 42,895 0 0
ZOETIS INC CL A Stock 98978V103 691,701 4,435 SH SOLE 4,435 0 0
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND ETF 72201R585 16,595,051 625,339 SH SOLE 625,338 0 0
STRYKER CORPORATION COM Stock 863667101 831,232 2,101 SH SOLE 2,101 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 811,311 1,493 SH SOLE 1,493 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 934,979 6,589 SH SOLE 6,589 0 0
ISHARES BITCOIN TRUST ETF ETF 46438F101 491,516 8,030 SH SOLE 8,030 0 0
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 97717X669 5,346,435 63,863 SH SOLE 63,863 0 0
WISDOMTREE LARGE CAP DIVIDEND ETF 97717W307 49,310,379 600,370 SH SOLE 600,370 0 0
REDDIT INC CL A Stock 75734B100 812,927 5,399 SH SOLE 5,399 0 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 367,719 2,011 SH SOLE 2,011 0 0
BURLINGTON STORES INC COM Stock 122017106 773,295 3,324 SH SOLE 3,324 0 0
ISHARES S&P 500 VALUE ETF ETF 464287408 4,878,996 24,967 SH SOLE 24,966 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 50,151,504 80,782 SH SOLE 80,781 0 0
ROSS STORES INC COM Stock 778296103 830,829 6,512 SH SOLE 6,512 0 0
UNION PAC CORP COM Stock 907818108 621,410 2,701 SH SOLE 2,700 0 0
CINTAS CORP COM Stock 172908105 684,285 3,070 SH SOLE 3,070 0 0
ECOLAB INC COM Stock 278865100 873,255 3,241 SH SOLE 3,241 0 0
SALESFORCE INC COM Stock 79466L302 666,188 2,443 SH SOLE 2,443 0 0
JPMORGAN CHASE & CO. COM Stock 46625H100 2,941,692 10,147 SH SOLE 10,146 0 0
CHEVRON CORP NEW COM Stock 166764100 549,525 3,838 SH SOLE 3,837 0 0
CONOCOPHILLIPS COM Stock 20825C104 286,360 3,191 SH SOLE 3,191 0 0
DANAHER CORPORATION COM Stock 235851102 1,196,895 6,059 SH SOLE 6,059 0 0
TJX COS INC NEW COM Stock 872540109 671,539 5,438 SH SOLE 5,438 0 0
WALMART INC COM Stock 931142103 1,820,941 18,623 SH SOLE 18,622 0 0
ORACLE CORP COM Stock 68389X105 435,074 1,990 SH SOLE 1,990 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 223,884 1,262 SH SOLE 1,262 0 0
APPLIED MATLS INC COM Stock 038222105 639,280 3,492 SH SOLE 3,492 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 224,663 2,265 SH SOLE 2,264 0 0
EATON CORP PLC SHS Stock G29183103 1,163,788 3,260 SH SOLE 3,260 0 0
EXXON MOBIL CORP COM Stock 30231G102 1,029,564 9,551 SH SOLE 9,550 0 0
EVERCORE INC CLASS A Stock 29977A105 455,815 1,688 SH SOLE 1,688 0 0
SAP SE SPON ADR ADR 803054204 252,403 830 SH SOLE 830 0 0
BLACKROCK INC COM Stock 09290D101 633,931 604 SH SOLE 604 0 0
ISHARES MSCI EAFE ETF ETF 464287465 22,906,430 256,256 SH SOLE 256,255 0 0
APPLE INC Stock 037833100 3,227,809 15,732 SH SOLE 15,732 0 0