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 206,917 1,545 SH SOLE 0 0 1,545
ABBVIE INC COM 00287Y109 364,479 1,574 SH SOLE 0 0 1,574
ADOBE INC COM 00724F101 231,051 655 SH SOLE 0 0 655
ADVANCED MICRO DEVICES INC COM 007903107 919,048 5,681 SH SOLE 0 0 5,681
ALPHABET INC CAP STK CL C 02079K107 1,907,540 7,832 SH SOLE 675 0 7,157
ALPHABET INC CAP STK CL A 02079K305 3,582,386 14,736 SH SOLE 0 0 14,736
AMAZON COM INC COM 023135106 3,693,655 16,822 SH SOLE 544 0 16,278
AMERICAN EXPRESS CO COM 025816109 485,482 1,462 SH SOLE 0 0 1,462
AMERIPRISE FINL INC COM 03076C106 1,429,605 2,910 SH SOLE 0 0 2,910
AMGEN INC COM 031162100 419,616 1,487 SH SOLE 0 0 1,487
AON PLC SHS CL A G0403H108 375,585 1,053 SH SOLE 0 0 1,053
APPLE INC COM 037833100 15,545,652 61,052 SH SOLE 0 0 61,052
APPLIED MATLS INC COM 038222105 556,688 2,719 SH SOLE 0 0 2,719
AUTODESK INC COM 052769106 282,091 888 SH SOLE 0 0 888
BANK AMERICA CORP COM 060505104 332,667 6,448 SH SOLE 0 0 6,448
BECTON DICKINSON & CO COM 075887109 734,268 3,923 SH SOLE 0 0 3,923
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,126,552 26,110 SH SOLE 3,301 0 22,809
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 250,228 4,700 SH SOLE 0 0 4,700
BLACKSTONE INC COM 09260D107 2,080,588 12,178 SH SOLE 0 0 12,178
BOEING CO COM 097023105 225,758 1,046 SH SOLE 0 0 1,046
BROADCOM INC COM 11135F101 986,959 2,992 SH SOLE 0 0 2,992
CATERPILLAR INC COM 149123101 603,118 1,264 SH SOLE 0 0 1,264
CHEVRON CORP NEW COM 166764100 375,333 2,417 SH SOLE 0 0 2,417
CHUBB LIMITED COM H1467J104 590,538 2,092 SH SOLE 0 0 2,092
COCA COLA CO COM 191216100 1,339,657 20,200 SH SOLE 0 0 20,200
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 286,143 4,266 SH SOLE 0 0 4,266
COLGATE PALMOLIVE CO COM 194162103 1,133,454 14,179 SH SOLE 0 0 14,179
COSTCO WHSL CORP NEW COM 22160K105 714,601 772 SH SOLE 0 0 772
DANAHER CORPORATION COM 235851102 1,108,807 5,593 SH SOLE 0 0 5,593
DIAGEO PLC SPON ADR NEW 25243Q205 572,580 6,000 SH SOLE 0 0 6,000
EATON CORP PLC SHS G29183103 289,295 773 SH SOLE 0 0 773
EATON VANCE LIMITED DURATION COM 27828H105 158,340 15,600 SH SOLE 0 0 15,600
EATON VANCE SR FLTNG RTE TR COM 27828Q105 300,635 26,279 SH SOLE 0 0 26,279
ELI LILLY & CO COM 532457108 1,569,560 2,057 SH SOLE 0 0 2,057
EMERSON ELEC CO COM 291011104 373,967 2,851 SH SOLE 0 0 2,851
EOG RES INC COM 26875P101 220,092 1,963 SH SOLE 0 0 1,963
EXACT SCIENCES CORP COM 30063P105 965,194 17,642 SH SOLE 0 0 17,642
EXXON MOBIL CORP COM 30231G102 1,288,438 11,427 SH SOLE 0 0 11,427
FASTENAL CO COM 311900104 1,218,307 24,843 SH SOLE 0 0 24,843
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 501,119 5,021 SH SOLE 1,044 0 3,977
FISERV INC COM 337738108 612,418 4,750 SH SOLE 0 0 4,750
GE AEROSPACE COM NEW 369604301 417,819 1,389 SH SOLE 0 0 1,389
GE VERNOVA INC COM 36828A101 227,988 371 SH SOLE 0 0 371
GOLDMAN SACHS GROUP INC COM 38141G104 723,378 908 SH SOLE 52 0 856
HOME DEPOT INC COM 437076102 1,303,548 3,217 SH SOLE 0 0 3,217
HONEYWELL INTL INC COM 438516106 1,335,964 6,347 SH SOLE 0 0 6,347
ILLINOIS TOOL WKS INC COM 452308109 1,045,648 4,010 SH SOLE 0 0 4,010
INTEL CORP COM 458140100 426,902 12,724 SH SOLE 0 0 12,724
INTERNATIONAL BUSINESS MACHS COM 459200101 892,845 3,164 SH SOLE 0 0 3,164
INTUIT COM 461202103 240,409 352 SH SOLE 0 0 352
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 308,653 5,713 SH SOLE 3,478 0 2,235
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 213,165 4,715 SH SOLE 0 0 4,715
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 213,397 1,125 SH SOLE 0 0 1,125
INVESCO QQQ TR UNIT SER 1 46090E103 10,577,458 17,618 SH SOLE 2,100 0 15,518
ISHARES GOLD TR ISHARES NEW 464285204 491,707 6,757 SH SOLE 0 0 6,757
ISHARES INC MSCI GBL GOLD MN 46434G855 1,067,715 16,500 SH SOLE 0 0 16,500
ISHARES TR CORE S&P500 ETF 464287200 31,767,869 47,465 SH SOLE 2,970 0 44,495
ISHARES TR S&P MC 400GR ETF 464287606 328,988 3,431 SH SOLE 0 0 3,431
ISHARES TR CORE S&P MCP ETF 464287507 5,923,308 90,765 SH SOLE 3,596 0 87,169
ISHARES TR CORE US AGGBD ET 464287226 15,152,883 151,151 SH SOLE 25,009 0 126,142
ISHARES TR CORE MSCI TOTAL 46432F834 1,234,351 14,947 SH SOLE 0 0 14,947
ISHARES TR RUS 1000 GRW ETF 464287614 886,898 1,893 SH SOLE 0 0 1,893
ISHARES TR MSCI EAFE ETF 464287465 1,190,645 12,752 SH SOLE 647 0 12,105
ISHARES TR ULTRA SHORT DUR 46434V878 1,447,839 28,529 SH SOLE 4,846 0 23,683
ISHARES TR RUS TP200 GR ETF 464289438 388,309 1,419 SH SOLE 0 0 1,419
ISHARES TR DOW JONES US ETF 464287846 312,373 1,923 SH SOLE 1,923 0 0
ISHARES TR SHORT TREAS BD 464288679 1,011,536 9,155 SH SOLE 3,743 0 5,412
ISHARES TR CORE MSCI EAFE 46432F842 5,695,017 65,227 SH SOLE 5,793 0 59,434
ISHARES TR ISHS 1-5YR INVS 464288646 6,911,822 130,338 SH SOLE 18,443 0 111,895
ISHARES TR NATIONAL MUN ETF 464288414 321,458 3,019 SH SOLE 0 0 3,019
ISHARES TR CORE S&P SCP ETF 464287804 1,331,433 11,205 SH SOLE 0 0 11,205
ISHARES TR RUS MID CAP ETF 464287499 538,622 5,579 SH SOLE 0 0 5,579
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1,694,847 33,206 SH SOLE 0 0 33,206
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 7,645,576 150,711 SH SOLE 23,593 0 127,118
JOHNSON & JOHNSON COM 478160104 1,235,941 6,666 SH SOLE 0 0 6,666
JPMORGAN CHASE & CO. COM 46625H100 3,228,271 10,235 SH SOLE 0 0 10,235
KKR & CO INC COM 48251W104 248,464 1,912 SH SOLE 0 0 1,912
LOCKHEED MARTIN CORP COM 539830109 205,675 412 SH SOLE 0 0 412
LOWES COS INC COM 548661107 202,410 805 SH SOLE 0 0 805
MASTERCARD INCORPORATED CL A 57636Q104 526,257 925 SH SOLE 0 0 925
META PLATFORMS INC CL A 30303M102 3,641,482 4,959 SH SOLE 385 0 4,574
MICROSOFT CORP COM 594918104 8,021,785 15,488 SH SOLE 212 0 15,276
MONDELEZ INTL INC CL A 609207105 263,960 4,225 SH SOLE 0 0 4,225
MORGAN STANLEY COM NEW 617446448 5,736,627 36,088 SH SOLE 0 0 36,088
NETFLIX INC COM 64110L106 1,609,553 1,343 SH SOLE 439 0 904
NVIDIA CORPORATION COM 67066G104 4,220,398 22,620 SH SOLE 801 0 21,819
ORACLE CORP COM 68389X105 875,643 3,114 SH SOLE 0 0 3,114
PALANTIR TECHNOLOGIES INC CL A 69608A108 344,046 1,886 SH SOLE 0 0 1,886
PEPSICO INC COM 713448108 664,288 4,730 SH SOLE 0 0 4,730
PHILLIPS 66 COM 718546104 250,821 1,844 SH SOLE 0 0 1,844
PROCTER AND GAMBLE CO COM 742718109 729,291 4,746 SH SOLE 0 0 4,746
PROGRESSIVE CORP COM 743315103 284,762 1,153 SH SOLE 0 0 1,153
PROLOGIS INC. COM 74340W103 399,828 3,491 SH SOLE 0 0 3,491
PROSHARES TR S&P 500 DV ARIST 74348A467 209,069 2,028 SH SOLE 0 0 2,028
REVOLUTION MEDICINES INC COM 76155X100 1,261,274 27,008 SH SOLE 0 0 27,008
RPM INTL INC COM 749685103 216,876 1,840 SH SOLE 0 0 1,840
RTX CORPORATION COM 75513E101 599,674 3,584 SH SOLE 0 0 3,584
SALESFORCE INC COM 79466L302 326,471 1,378 SH SOLE 0 0 1,378
SERVICENOW INC COM 81762P102 369,953 402 SH SOLE 0 0 402
SNOWFLAKE INC COM SHS 833445109 451,100 2,000 SH SOLE 0 0 2,000
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 517,664 1,116 SH SOLE 0 0 1,116
SPDR GOLD TR GOLD SHS 78463V107 651,577 1,833 SH SOLE 0 0 1,833
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,760,407 5,645 SH SOLE 2,473 0 3,172
SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 452,105 4,794 SH SOLE 1,261 0 3,533
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 394,373 8,514 SH SOLE 1,915 0 6,599
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 200,055 1,914 SH SOLE 0 0 1,914
SPDR SERIES TRUST S&P DIVID ETF 78464A763 725,766 5,182 SH SOLE 1,001 0 4,181
SPOTIFY TECHNOLOGY S A SHS L8681T102 475,338 681 SH SOLE 254 0 427
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 774,159 21,100 SH SOLE 0 0 21,100
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 266,900 17,000 SH SOLE 0 0 17,000
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1,249,994 42,201 SH SOLE 0 0 42,201
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 228,918 5,207 SH SOLE 0 0 5,207
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 267,914 959 SH SOLE 0 0 959
TESLA INC COM 88160R101 789,187 1,775 SH SOLE 0 0 1,775
TEXAS INSTRS INC COM 882508104 250,608 1,364 SH SOLE 0 0 1,364
TJX COS INC NEW COM 872540109 400,695 2,772 SH SOLE 0 0 2,772
UBER TECHNOLOGIES INC COM 90353T100 218,391 2,229 SH SOLE 0 0 2,229
UNILEVER PLC SPON ADR NEW 904767704 695,109 11,726 SH SOLE 0 0 11,726
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 846,471 10,727 SH SOLE 1,217 0 9,510
VANGUARD INDEX FDS GROWTH ETF 922908736 1,728,658 3,604 SH SOLE 64 0 3,540
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31,037,138 50,683 SH SOLE 6,073 0 44,610
VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,256,465 43,442 SH SOLE 562 0 42,880
VANGUARD INDEX FDS VALUE ETF 922908744 1,715,871 9,201 SH SOLE 222 0 8,979
VANGUARD INDEX FDS MID CAP ETF 922908629 14,480,594 49,297 SH SOLE 3,904 0 45,393
VANGUARD INDEX FDS SMALL CP ETF 922908751 9,574,894 37,655 SH SOLE 4,168 0 33,487
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 506,410 7,096 SH SOLE 0 0 7,096
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,180,721 14,796 SH SOLE 214 0 14,582
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 555,364 6,948 SH SOLE 1,021 0 5,927
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10,237,219 47,440 SH SOLE 5,422 0 42,018
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9,310,817 155,388 SH SOLE 21,418 0 133,970
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 449,099 3,186 SH SOLE 1,532 0 1,654
VANGUARD WORLD FD ESG US STK ETF 921910733 374,626 3,163 SH SOLE 0 0 3,163
VANGUARD WORLD FD INF TECH ETF 92204A702 671,279 899 SH SOLE 0 0 899
VERIZON COMMUNICATIONS INC COM 92343V104 205,277 4,671 SH SOLE 0 0 4,671
VISA INC COM CL A 92826C839 751,428 2,201 SH SOLE 0 0 2,201
WALMART INC COM 931142103 268,574 2,606 SH SOLE 0 0 2,606
WELLS FARGO CO NEW COM 949746101 287,411 3,429 SH SOLE 0 0 3,429
WISDOMTREE TR US TOTAL DIVIDND 97717W109 425,698 5,068 SH SOLE 5,068 0 0
YUM BRANDS INC COM 988498101 302,286 1,989 SH SOLE 0 0 1,989