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 5,056,503 37,752 SH SOLE 37,752 0 0
ABBVIE INC COM 00287Y109 5,057,528 21,843 SH SOLE 21,843 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,898,080 7,697 SH SOLE 7,697 0 0
ADOBE INC COM 00724F101 2,718,292 7,706 SH SOLE 7,706 0 0
ADVANCED MICRO DEVICES INC COM 007903107 6,424,034 39,706 SH SOLE 39,706 0 0
ALPHABET INC CAP STK CL A 02079K305 43,723,237 179,857 SH SOLE 179,857 0 0
ALPHABET INC CAP STK CL C 02079K107 5,248,259 21,549 SH SOLE 21,549 0 0
AMAZON COM INC COM 023135106 37,492,017 170,752 SH SOLE 170,752 0 0
AMETEK INC COM 031100100 5,955,088 31,676 SH SOLE 31,676 0 0
AMGEN INC COM 031162100 396,773 1,406 SH SOLE 1,406 0 0
AMPHENOL CORP NEW CL A 032095101 11,428,560 92,352 SH SOLE 92,352 0 0
APPLE INC COM 037833100 53,494,055 210,085 SH SOLE 210,085 0 0
APPLIED MATLS INC COM 038222105 7,168,562 35,013 SH SOLE 35,013 0 0
APPLOVIN CORP COM CL A 03831W108 377,952 526 SH SOLE 526 0 0
ARISTA NETWORKS INC COM SHS 040413205 253,827 1,742 SH SOLE 1,742 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,093,197 10,539 SH SOLE 10,539 0 0
AUTOZONE INC COM 053332102 3,260,582 760 SH SOLE 760 0 0
AXON ENTERPRISE INC COM 05464C101 275,574 384 SH SOLE 384 0 0
BECTON DICKINSON & CO COM 075887109 1,590,571 8,498 SH SOLE 8,498 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 339,350 675 SH SOLE 675 0 0
BHP GROUP LTD SPONSORED ADS 088606108 3,638,691 65,268 SH SOLE 65,268 0 0
BOEING CO COM 097023105 4,447,609 20,607 SH SOLE 20,607 0 0
BOOKING HOLDINGS INC COM 09857L108 4,422,002 819 SH SOLE 819 0 0
BROADCOM INC COM 11135F101 25,666,008 77,797 SH SOLE 77,797 0 0
CANADIAN NATL RY CO COM 136375102 2,167,486 22,985 SH SOLE 22,985 0 0
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 15,100,768 488,698 SH SOLE 488,698 0 0
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 14020Y201 3,800,951 139,280 SH SOLE 139,280 0 0
CAPITAL GRP FIXED INCM ETF T SHORT DURATION 14020Y409 4,497,528 173,115 SH SOLE 173,115 0 0
CATERPILLAR INC COM 149123101 3,763,759 7,888 SH SOLE 7,888 0 0
CHEVRON CORP NEW COM 166764100 5,596,962 36,042 SH SOLE 36,042 0 0
CISCO SYS INC COM 17275R102 4,374,775 63,940 SH SOLE 63,940 0 0
COMCAST CORP NEW CL A 20030N101 1,859,247 59,174 SH SOLE 59,174 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,178,514 13,157 SH SOLE 13,157 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,122,019 10,445 SH SOLE 10,445 0 0
CSX CORP COM 126408103 2,395,505 67,460 SH SOLE 67,460 0 0
DANAHER CORPORATION COM 235851102 2,129,114 10,739 SH SOLE 10,739 0 0
DISNEY WALT CO COM 254687106 2,799,532 24,450 SH SOLE 24,450 0 0
ELI LILLY & CO COM 532457108 8,763,818 11,486 SH SOLE 11,486 0 0
EOG RES INC COM 26875P101 5,412,369 48,273 SH SOLE 48,273 0 0
EXPEDIA GROUP INC COM NEW 30212P303 220,163 1,030 SH SOLE 1,030 0 0
EXXON MOBIL CORP COM 30231G102 6,720,351 59,604 SH SOLE 59,604 0 0
FASTENAL CO COM 311900104 7,945,363 162,018 SH SOLE 162,018 0 0
GE AEROSPACE COM NEW 369604301 16,375,438 54,436 SH SOLE 54,436 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,364,267 18,166 SH SOLE 18,166 0 0
GE VERNOVA INC COM 36828A101 8,375,553 13,621 SH SOLE 13,621 0 0
HOME DEPOT INC COM 437076102 11,219,306 27,689 SH SOLE 27,689 0 0
HONEYWELL INTL INC COM 438516106 2,581,572 12,264 SH SOLE 12,264 0 0
INTUIT COM 461202103 2,929,684 4,290 SH SOLE 4,290 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,261,661 11,765 SH SOLE 11,765 0 0
ISHARES TR MSCI ACWI EX US 464288240 1,170,180 18,000 SH SOLE 18,000 0 0
ISHARES TR RUS 1000 ETF 464287622 1,346,428 3,684 SH SOLE 3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,266,112 2,703 SH SOLE 2,703 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 461,742 2,268 SH SOLE 2,268 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 2,044,115 40,294 SH SOLE 40,294 0 0
JOHNSON & JOHNSON COM 478160104 7,036,874 37,951 SH SOLE 37,951 0 0
JPMORGAN CHASE & CO. COM 46625H100 235,942 748 SH SOLE 748 0 0
LINDE PLC SHS G54950103 3,254,225 6,851 SH SOLE 6,851 0 0
LOCKHEED MARTIN CORP COM 539830109 4,886,767 9,789 SH SOLE 9,789 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,434,512 17,027 SH SOLE 17,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,981,069 8,757 SH SOLE 8,757 0 0
MCKESSON CORP COM 58155Q103 3,833,343 4,962 SH SOLE 4,962 0 0
MEDTRONIC PLC SHS G5960L103 2,554,146 26,818 SH SOLE 26,818 0 0
MERCADOLIBRE INC COM 58733R102 6,403,216 2,740 SH SOLE 2,740 0 0
MERCK & CO INC COM 58933Y105 3,359,298 40,025 SH SOLE 40,025 0 0
META PLATFORMS INC CL A 30303M102 34,372,656 46,805 SH SOLE 46,805 0 0
MICRON TECHNOLOGY INC COM 595112103 13,373,888 79,930 SH SOLE 79,930 0 0
MICROSOFT CORP COM 594918104 64,860,045 125,225 SH SOLE 125,225 0 0
NETFLIX INC COM 64110L106 9,738,827 8,123 SH SOLE 8,123 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 3,470,568 216,775 SH SOLE 216,775 0 0
NVIDIA CORPORATION COM 67066G104 78,784,524 422,256 SH SOLE 422,256 0 0
NVIDIA CORPORATION COM 67066G104 1,306,060 7,000 SH Call SOLE 7,000 0 0
OKLO INC COM CL A 02156V109 394,054 3,530 SH SOLE 3,530 0 0
ORACLE CORP COM 68389X105 500,888 1,781 SH SOLE 1,781 0 0
PALO ALTO NETWORKS INC COM 697435105 2,884,685 14,167 SH SOLE 14,167 0 0
PROCTER AND GAMBLE CO COM 742718109 5,126,686 33,366 SH SOLE 33,366 0 0
PUBLIC STORAGE OPER CO COM 74460D109 1,928,651 6,677 SH SOLE 6,677 0 0
QUALCOMM INC COM 747525103 2,561,112 15,395 SH SOLE 15,395 0 0
ROBINHOOD MKTS INC COM CL A 770700102 266,458 1,861 SH SOLE 1,861 0 0
SALESFORCE INC COM 79466L302 4,737,630 19,990 SH SOLE 19,990 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 17,394,456 146,950 SH SOLE 146,950 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 104,630,849 1,942,284 SH SOLE 1,942,284 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 5,238,965 33,969 SH SOLE 33,969 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 12,858,267 53,657 SH SOLE 53,657 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10,385,771 74,627 SH SOLE 74,627 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 39,698,362 140,844 SH SOLE 140,844 0 0
SERVICENOW INC COM 81762P102 6,016,791 6,538 SH SOLE 6,538 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 390,101 2,625 SH SOLE 2,625 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 579,577 870 SH SOLE 870 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 5,493,966 54,830 SH SOLE 54,830 0 0
STARBUCKS CORP COM 855244109 1,585,489 18,741 SH SOLE 18,741 0 0
SYSCO CORP COM 871829107 2,345,043 28,480 SH SOLE 28,480 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 295,768 1,059 SH SOLE 1,059 0 0
TESLA INC COM 88160R101 15,940,544 35,844 SH SOLE 35,844 0 0
TEXAS INSTRS INC COM 882508104 2,366,994 12,883 SH SOLE 12,883 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,485,839 7,187 SH SOLE 7,187 0 0
TJX COS INC NEW COM 872540109 8,121,269 56,187 SH SOLE 56,187 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,753,333 31,142 SH SOLE 31,142 0 0
VALERO ENERGY CORP COM 91913Y100 8,409,822 49,394 SH SOLE 49,394 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 14,929,828 45,747 SH SOLE 45,747 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 40,429,671 92,844 SH SOLE 92,844 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 24,733,046 123,994 SH SOLE 123,994 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 821,611 1,713 SH SOLE 1,713 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 11,532,560 39,261 SH SOLE 39,261 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,326,415 2,166 SH SOLE 2,166 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 10,160,531 39,958 SH SOLE 39,958 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,099,098 15,400 SH SOLE 15,400 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16,608,038 306,534 SH SOLE 306,534 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 51,192,955 854,355 SH SOLE 854,355 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 592,286 4,513 SH SOLE 4,513 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 50,375,861 365,732 SH SOLE 365,732 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 111,081,866 276,035 SH SOLE 276,035 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 431,610 2,861 SH SOLE 2,861 0 0
VISA INC COM CL A 92826C839 7,641,791 22,385 SH SOLE 22,385 0 0