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
ABBOTT LABS COM 002824100 2,164,976 28,817 SH SOLE 0 0 28,816
ABBVIE INC COM 00287Y109 2,899,576 30,008 SH SOLE 0 0 30,007
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 8,950,075 260,101 SH SOLE 0 0 260,101
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,840,266 6,157 SH SOLE 0 0 6,157
ADOBE INC COM 00724F101 1,541,717 3,985 SH SOLE 0 0 3,985
AFLAC INC COM 001055102 1,976,103 27,461 SH SOLE 0 0 27,461
AIRBNB INC COM CL A 009066101 828,250 6,259 SH SOLE 0 0 6,258
ALPHABET INC CAP STK CL A 02079K305 3,418,433 19,398 SH SOLE 0 0 19,397
ALPHABET INC CAP STK CL C 02079K107 6,594,025 37,172 SH SOLE 0 0 37,172
AMAZON COM INC COM 023135106 8,218,464 42,187 SH SOLE 0 0 42,186
AMGEN INC COM 031162100 1,953,175 11,784 SH SOLE 0 0 11,783
ANALOG DEVICES INC COM 032654105 208,982 878 SH SOLE 0 0 878
APPLE INC COM 037833100 13,243,635 82,516 SH SOLE 0 0 82,516
APPLIED MATLS INC COM 038222105 1,205,737 9,290 SH SOLE 0 0 9,289
AUTOMATIC DATA PROCESSING IN COM 053015103 2,433,122 7,890 SH SOLE 0 0 7,889
AXOS FINANCIAL INC COM 05465C100 352,141 4,631 SH SOLE 0 0 4,631
BANK AMERICA CORP COM 060505104 130,310 20,595 SH SOLE 0 0 20,595
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 17,061,595 35,123 SH SOLE 0 0 35,122
BLACKROCK INC COM 09290D101 1,593,811 1,519 SH SOLE 0 0 1,519
BLACKSTONE INC COM 09260D107 702,688 4,698 SH SOLE 0 0 4,697
BRIGHT HORIZONS FAM SOL IN D COM 109194100 374,478 3,030 SH SOLE 0 0 3,030
BROADCOM INC COM 11135F101 9,539,533 34,607 SH SOLE 0 0 34,607
CACI INTL INC CL A 127190304 1,532,591 3,215 SH SOLE 0 0 3,215
CADENCE DESIGN SYSTEM INC COM 127387108 1,248,932 4,053 SH SOLE 0 0 4,053
CAPITAL ONE FINL CORP COM 14040H105 255,738 1,202 SH SOLE 0 0 1,202
CATERPILLAR INC COM 149123101 4,739,385 12,208 SH SOLE 0 0 12,208
CENCORA INC COM 03073E105 329,835 1,100 SH SOLE 0 0 1,100
CHEVRON CORP NEW COM 166764100 4,286,736 48,869 SH SOLE 0 0 48,869
CHIPOTLE MEXICAN GRILL INC COM 169656105 709,062 12,628 SH SOLE 0 0 12,628
CISCO SYS INC COM 17275R102 466,064 8,069 SH SOLE 0 0 8,069
COCA COLA CO COM 191216100 563,462 7,964 SH SOLE 0 0 7,964
COSTCO WHSL CORP NEW COM 22160K105 6,046,480 6,108 SH SOLE 0 0 6,107
DANAHER CORPORATION COM 235851102 264,111 1,337 SH SOLE 0 0 1,337
DBX ETF TR XTRACK MSCI ALL 233051820 471,427 12,872 SH SOLE 0 0 12,872
DIGITAL RLTY TR INC COM 253868103 793,376 4,551 SH SOLE 0 0 4,551
DISNEY WALT CO COM 254687106 738,452 7,608 SH SOLE 0 0 7,608
DOCUSIGN INC COM 256163106 1,678,296 21,547 SH SOLE 0 0 21,547
DUPONT DE NEMOURS INC COM 26614N102 243,120 3,545 SH SOLE 0 0 3,544
EATON CORP PLC SHS G29183103 2,157,353 6,043 SH SOLE 0 0 6,043
ECOLAB INC COM 278865100 2,910,432 10,802 SH SOLE 0 0 10,801
ELI LILLY & CO COM 532457108 958,875 1,230 SH SOLE 0 0 1,230
EMERSON ELEC CO COM 291011104 2,729,991 20,475 SH SOLE 0 0 20,475
ESSEX PPTY TR INC COM 297178105 2,225,698 7,854 SH SOLE 0 0 7,853
EXXON MOBIL CORP COM 30231G102 1,455,146 22,086 SH SOLE 0 0 22,086
FEDEX CORP COM 31428X106 275,819 1,984 SH SOLE 0 0 1,984
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1,637,722 59,467 SH SOLE 0 0 59,467
FIRST TR EXCHANGE-TRADED FD SHS 336917109 1,694,898 40,480 SH SOLE 0 0 40,480
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 438,139 11,681 SH SOLE 0 0 11,680
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 2,602,536 9,663 SH SOLE 0 0 9,663
FIRST TR EXCHANGE-TRADED FD SHS 33734H106 343,804 7,691 SH SOLE 0 0 7,691
GALLAGHER ARTHUR J & CO COM 363576109 717,069 2,240 SH SOLE 0 0 2,240
GE AEROSPACE COM NEW 369604301 776,593 17,166 SH SOLE 0 0 17,166
GE VERNOVA INC COM 36828A101 365,881 4,098 SH SOLE 0 0 4,097
GENUINE PARTS CO COM 372460105 2,577,321 21,246 SH SOLE 0 0 21,245
GILEAD SCIENCES INC COM 375558103 209,101 1,886 SH SOLE 0 0 1,886
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 903,719 7,445 SH SOLE 0 0 7,445
GOLDMAN SACHS GROUP INC COM 38141G104 4,879,928 13,441 SH SOLE 0 0 13,441
HEWLETT PACKARD ENTERPRISE C COM 42824C109 25,349 10,761 SH SOLE 0 0 10,761
HOME DEPOT INC COM 437076102 4,664,208 26,788 SH SOLE 0 0 26,788
HONEYWELL INTL INC COM 438516106 605,062 4,067 SH SOLE 0 0 4,067
HP INC COM 40434L105 15,299 15,299 SH SOLE 0 0 15,298
ILLINOIS TOOL WKS INC COM 452308109 462,335 1,870 SH SOLE 0 0 1,869
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,027,380 11,050 SH SOLE 0 0 11,050
INTERNATIONAL BUSINESS MACHS COM 459200101 266,925 17,212 SH SOLE 0 0 17,212
INTUIT COM 461202103 4,852,763 6,161 SH SOLE 0 0 6,161
INTUITIVE SURGICAL INC COM NEW 46120E602 1,859,006 3,421 SH SOLE 0 0 3,421
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 588,334 8,079 SH SOLE 0 0 8,079
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 46138G656 255,567 5,341 SH SOLE 0 0 5,341
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 678,304 3,732 SH SOLE 0 0 3,732
INVESCO QQQ TR UNIT SER 1 46090E103 6,303,081 11,426 SH SOLE 0 0 11,426
ISHARES GOLD TR ISHARES NEW 464285204 801,763 12,857 SH SOLE 0 0 12,857
ISHARES INC MSCI JPN ETF NEW 46434G822 342,789 4,572 SH SOLE 0 0 4,572
ISHARES INC MSCI EMERG MRKT 464286533 551,369 8,780 SH SOLE 0 0 8,779
ISHARES INC EM MKTS DIV ETF 464286319 354,991 12,391 SH SOLE 0 0 12,390
ISHARES TR ESG MSCI KLD 400 464288570 505,674 4,353 SH SOLE 0 0 4,353
ISHARES TR ESG AW MSCI EAFE 46435G516 271,586 3,044 SH SOLE 0 0 3,044
ISHARES TR TIPS BD ETF 464287176 645,184 5,863 SH SOLE 0 0 5,863
ISHARES TR US HOME CONS ETF 464288752 959,643 10,300 SH SOLE 0 0 10,299
ISHARES TR S&P 100 ETF 464287101 1,761,333 5,787 SH SOLE 0 0 5,787
ISHARES TR 1 3 YR TREAS BD 464287457 237,090 2,861 SH SOLE 0 0 2,861
ISHARES TR RUS 1000 GRW ETF 464287614 536,066 1,263 SH SOLE 0 0 1,262
ISHARES TR CORE S&P SCP ETF 464287804 201,087 1,840 SH SOLE 0 0 1,839
ISHARES TR CORE HIGH DV ETF 46429B663 525,178 4,482 SH SOLE 0 0 4,482
ISHARES TR SELECT DIVID ETF 464287168 1,623,861 12,227 SH SOLE 0 0 12,226
ISHARES TR MSCI EAFE MIN VL 46429B689 4,699,886 55,911 SH SOLE 0 0 55,911
ISHARES TR CORE S&P TTL STK 464287150 524,077 3,881 SH SOLE 0 0 3,880
ISHARES TR CORE MSCI EAFE 46432F842 613,702 7,351 SH SOLE 0 0 7,351
ISHARES TR RUS MID CAP ETF 464287499 203,874 2,217 SH SOLE 0 0 2,216
ISHARES TR IBOXX HI YD ETF 464288513 260,417 3,229 SH SOLE 0 0 3,228
ISHARES TR EXPANDED TECH 464287515 371,698 3,395 SH SOLE 0 0 3,394
ISHARES TR CORE S&P500 ETF 464287200 6,776,895 10,915 SH SOLE 0 0 10,914
ISHARES TR INTL SEL DIV ETF 464288448 1,939,809 56,210 SH SOLE 0 0 56,210
ISHARES TR CORE MSCI EURO 46434V738 819,571 12,380 SH SOLE 0 0 12,380
ISHARES TR JPMORGAN USD EMG 464288281 292,976 3,163 SH SOLE 0 0 3,163
ISHARES TR CORE S&P MCP ETF 464287507 5,173,583 83,418 SH SOLE 0 0 83,417
JOHNSON & JOHNSON COM 478160104 3,996,491 32,741 SH SOLE 0 0 32,740
JPMORGAN CHASE & CO. COM 46625H100 8,917,524 51,803 SH SOLE 0 0 51,803
LAMAR ADVERTISING CO NEW CL A 512816109 447,697 3,689 SH SOLE 0 0 3,689
LINDE PLC SHS G54950103 372,998 795 SH SOLE 0 0 795
MARRIOTT INTL INC NEW CL A 571903202 2,494,593 9,131 SH SOLE 0 0 9,130
MARSH & MCLENNAN COS INC COM 571748102 306,096 1,400 SH SOLE 0 0 1,400
MASTERCARD INCORPORATED CL A 57636Q104 455,171 810 SH SOLE 0 0 810
MCDONALDS CORP COM 580135101 4,221,166 14,448 SH SOLE 0 0 14,447
MCKESSON CORP COM 58155Q103 92,183 10,224 SH SOLE 0 0 10,223
MERCADOLIBRE INC COM 58733R102 2,047,573 783 SH SOLE 0 0 783
META PLATFORMS INC CL A 30303M102 5,863,967 7,945 SH SOLE 0 0 7,944
METLIFE INC COM 59156R108 1,270,103 15,793 SH SOLE 0 0 15,793
MICROSOFT CORP COM 594918104 11,934,113 23,993 SH SOLE 0 0 23,992
MONDELEZ INTL INC CL A 609207105 1,527,167 22,645 SH SOLE 0 0 22,644
NATIONAL GRID PLC SPONSORED ADR NE 636274409 298,543 4,012 SH SOLE 0 0 4,012
NETFLIX INC COM 64110L106 4,988,862 3,725 SH SOLE 0 0 3,725
NIKE INC CL B 654106103 278,880 3,926 SH SOLE 0 0 3,925
NORDSON CORP COM 655663102 296,526 1,383 SH SOLE 0 0 1,383
NOVO-NORDISK A S ADR 670100205 400,178 5,798 SH SOLE 0 0 5,798
NVIDIA CORPORATION COM 67066G104 16,075,995 101,753 SH SOLE 0 0 101,753
ORACLE CORP COM 68389X105 3,026,520 13,843 SH SOLE 0 0 13,843
OREILLY AUTOMOTIVE INC COM 67103H107 1,934,640 21,465 SH SOLE 0 0 21,465
PALANTIR TECHNOLOGIES INC CL A 69608A108 269,232 1,975 SH SOLE 0 0 1,975
PALO ALTO NETWORKS INC COM 697435105 2,585,012 12,632 SH SOLE 0 0 12,632
PARKER-HANNIFIN CORP COM 701094104 293,357 420 SH SOLE 0 0 420
PAYCHEX INC COM 704326107 588,962 4,049 SH SOLE 0 0 4,048
PEPSICO INC COM 713448108 634,142 11,965 SH SOLE 0 0 11,964
PONY AI INC SPONSORED ADS 732908108 335,254 25,398 SH SOLE 0 0 25,398
PROCTER AND GAMBLE CO COM 742718109 1,612,956 10,124 SH SOLE 0 0 10,124
PROLOGIS INC. COM 74340W103 1,741,197 16,564 SH SOLE 0 0 16,563
PROSHARES TR S&P 500 DV ARIST 74348A467 1,249,426 12,407 SH SOLE 0 0 12,407
QUALCOMM INC COM 747525103 2,371,420 24,691 SH SOLE 0 0 24,690
ROSS STORES INC COM 778296103 1,419,590 11,127 SH SOLE 0 0 11,127
ROYAL BK CDA COM 780087102 548,359 4,168 SH SOLE 0 0 4,168
RTX CORPORATION COM 75513E101 609,944 6,472 SH SOLE 0 0 6,471
RUBRIK INC. CL A 781154109 7,707,965 86,036 SH SOLE 0 0 86,036
SALESFORCE INC COM 79466L302 2,079,742 7,627 SH SOLE 0 0 7,626
SAMSARA INC COM CL A 79589L106 42,899,110 1,078,409 SH SOLE 0 0 1,078,409
SCHLUMBERGER LTD COM STK 806857108 2,651,103 78,435 SH SOLE 0 0 78,435
SCHWAB CHARLES CORP COM 808513105 352,186 3,860 SH SOLE 0 0 3,860
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 62,161 15,505 SH SOLE 0 0 15,505
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 788,916 33,106 SH SOLE 0 0 33,106
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 396,738 29,258 SH SOLE 0 0 29,257
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 599,682 82,127 SH SOLE 0 0 82,127
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 334,118 13,652 SH SOLE 0 0 13,652
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 234,288 11,126 SH SOLE 0 0 11,125
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 998,042 42,945 SH SOLE 0 0 42,945
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 571,738 21,575 SH SOLE 0 0 21,575
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,380,072 9,399 SH SOLE 0 0 9,398
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 877,790 6,512 SH SOLE 0 0 6,512
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 903,195 11,155 SH SOLE 0 0 11,154
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 811,924 15,504 SH SOLE 0 0 15,503
SELECT SECTOR SPDR TR ENERGY 81369Y506 743,346 8,765 SH SOLE 0 0 8,764
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,043,772 4,803 SH SOLE 0 0 4,802
SELECT SECTOR SPDR TR INDL 81369Y704 278,472 1,888 SH SOLE 0 0 1,887
SENTINELONE INC CL A 81730H109 840,112 45,958 SH SOLE 0 0 45,958
SERVICENOW INC COM 81762P102 2,279,253 2,217 SH SOLE 0 0 2,217
SERVICETITAN INC SHS CL A 81764X103 994,738 9,281 SH SOLE 0 0 9,281
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 6,010,305 13,640 SH SOLE 0 0 13,639
SPDR GOLD TR GOLD SHS 78463V107 2,538,319 8,327 SH SOLE 0 0 8,327
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,949,200 17,721 SH SOLE 0 0 17,721
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 523,740 12,341 SH SOLE 0 0 12,340
SPDR SERIES TRUST SSGA US LRG ETF 78468R804 1,015,444 5,816 SH SOLE 0 0 5,815
SPDR SERIES TRUST S&P DIVID ETF 78464A763 1,109,905 8,177 SH SOLE 0 0 8,177
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 654,864 9,009 SH SOLE 0 0 9,009
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 328,331 6,273 SH SOLE 0 0 6,273
STERIS PLC SHS USD G8473T100 876,739 3,650 SH SOLE 0 0 3,649
STRYKER CORPORATION COM 863667101 1,371,254 3,466 SH SOLE 0 0 3,466
TEMPUS AI INC CL A 88023B103 2,980,026 46,900 SH SOLE 0 0 46,900
TESLA INC COM 88160R101 374,763 1,180 SH SOLE 0 0 1,179
THERMO FISHER SCIENTIFIC INC COM 883556102 979,591 2,416 SH SOLE 0 0 2,416
TJX COS INC NEW COM 872540109 1,532,322 16,948 SH SOLE 0 0 16,948
TOUCHSTONE ETF TRUST ULTRA SHORT INCM 89157W301 1,372,576 54,198 SH SOLE 0 0 54,198
TOUCHSTONE ETF TRUST SECURITIZED INCO 89157W707 425,693 16,291 SH SOLE 0 0 16,291
UBER TECHNOLOGIES INC COM 90353T100 2,061,138 22,092 SH SOLE 0 0 22,091
UNION PAC CORP COM 907818108 300,539 1,306 SH SOLE 0 0 1,306
UNITED RENTALS INC COM 911363109 1,511,396 2,006 SH SOLE 0 0 2,006
UNITEDHEALTH GROUP INC COM 91324P102 204,941 657 SH SOLE 0 0 656
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,566,324 21,273 SH SOLE 0 0 21,272
VANGUARD BD INDEX FDS INTERMED TERM 921937819 263,008 3,401 SH SOLE 0 0 3,400
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 239,310 3,041 SH SOLE 0 0 3,040
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 994,981 20,097 SH SOLE 0 0 20,096
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,240,633 10,662 SH SOLE 0 0 10,662
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 606,589 6,811 SH SOLE 0 0 6,811
VANGUARD INDEX FDS SMALL CP ETF 922908751 257,360 1,086 SH SOLE 0 0 1,086
VANGUARD INDEX FDS MID CAP ETF 922908629 747,706 2,672 SH SOLE 0 0 2,672
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 986,288 1,736 SH SOLE 0 0 1,736
VANGUARD INDEX FDS SM CP VAL ETF 922908611 3,448,396 17,683 SH SOLE 0 0 17,683
VANGUARD INDEX FDS VALUE ETF 922908744 1,265,451 7,160 SH SOLE 0 0 7,159
VANGUARD INDEX FDS GROWTH ETF 922908736 1,865,269 4,255 SH SOLE 0 0 4,254
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 409,377 8,144 SH SOLE 0 0 8,143
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 858,642 10,801 SH SOLE 0 0 10,800
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 276,304 1,350 SH SOLE 0 0 1,349
VANGUARD STAR FDS VG TL INTL STK F 921909768 314,457 4,551 SH SOLE 0 0 4,551
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1,334,983 23,417 SH SOLE 0 0 23,416
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 266,966 1,075 SH SOLE 0 0 1,075
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 219,575 784 SH SOLE 0 0 784
VANGUARD WORLD FD INF TECH ETF 92204A702 771,395 1,163 SH SOLE 0 0 1,163
VANGUARD WORLD FD COMM SRVC ETF 92204A884 252,782 1,478 SH SOLE 0 0 1,478
VANGUARD WORLD FD UTILITIES ETF 92204A876 259,195 1,468 SH SOLE 0 0 1,468
VISA INC COM CL A 92826C839 7,018,409 19,767 SH SOLE 0 0 19,767
WALMART INC COM 931142103 3,376,440 34,531 SH SOLE 0 0 34,530
WASTE MGMT INC DEL COM 94106L109 4,747,213 20,746 SH SOLE 0 0 20,746
WORKDAY INC CL A 98138H101 1,376,160 5,734 SH SOLE 0 0 5,734
WORLD GOLD TR SPDR GLD MINIS 98149E303 24,399,451 372,397 SH SOLE 0 0 372,397
WP CAREY INC COM 92936U109 353,170 5,662 SH SOLE 0 0 5,661