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 219,612 1,753 SH SOLE 0 0 1,753
ABBVIE INC COM 00287Y109 384,403 1,682 SH SOLE 0 0 1,682
ADOBE INC COM 00724F101 228,193 652 SH SOLE 0 0 652
ADVANCED MICRO DEVICES INC COM 007903107 1,017,367 4,751 SH SOLE 0 0 4,751
ALPHABET INC CAP STK CL A 02079K305 4,502,247 14,384 SH SOLE 0 0 14,384
ALPHABET INC CAP STK CL C 02079K107 3,986,475 12,704 SH SOLE 990 0 11,714
AMAZON COM INC COM 023135106 4,076,563 17,661 SH SOLE 544 0 17,117
AMERICAN EXPRESS CO COM 025816109 549,594 1,486 SH SOLE 0 0 1,486
AMERIPRISE FINL INC COM 03076C106 1,173,702 2,394 SH SOLE 0 0 2,394
AMGEN INC COM 031162100 503,712 1,539 SH SOLE 0 0 1,539
AON PLC SHS CL A G0403H108 374,177 1,060 SH SOLE 0 0 1,060
APPLE INC COM 037833100 16,126,144 59,318 SH SOLE 0 0 59,318
APPLIED MATLS INC COM 038222105 772,877 3,007 SH SOLE 0 0 3,007
AUTODESK INC COM 052769106 261,673 884 SH SOLE 0 0 884
BANK AMERICA CORP COM 060505104 377,341 6,861 SH SOLE 0 0 6,861
BECTON DICKINSON & CO COM 075887109 764,248 3,938 SH SOLE 0 0 3,938
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,346,780 40,479 SH SOLE 4,671 0 35,808
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 787,257 14,919 SH SOLE 0 0 14,919
BLACKSTONE INC COM 09260D107 1,886,007 12,236 SH SOLE 0 0 12,236
BOEING CO COM 097023105 229,062 1,055 SH SOLE 0 0 1,055
BROADCOM INC COM 11135F101 1,181,563 3,414 SH SOLE 0 0 3,414
CAPITAL ONE FINL CORP COM 14040H105 226,856 936 SH SOLE 0 0 936
CATERPILLAR INC COM 149123101 732,701 1,279 SH SOLE 0 0 1,279
CHEVRON CORP NEW COM 166764100 410,075 2,691 SH SOLE 0 0 2,691
CHUBB LIMITED COM H1467J104 665,561 2,132 SH SOLE 0 0 2,132
CISCO SYS INC COM 17275R102 264,980 3,440 SH SOLE 0 0 3,440
CITIGROUP INC COM NEW 172967424 289,511 2,481 SH SOLE 0 0 2,481
COCA COLA CO COM 191216100 1,335,355 19,101 SH SOLE 0 0 19,101
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 354,272 4,268 SH SOLE 0 0 4,268
COLGATE PALMOLIVE CO COM 194162103 1,134,554 14,358 SH SOLE 0 0 14,358
COSTCO WHSL CORP NEW COM 22160K105 624,351 724 SH SOLE 0 0 724
DANAHER CORPORATION COM 235851102 1,293,442 5,650 SH SOLE 0 0 5,650
DIAGEO PLC SPON ADR NEW 25243Q205 517,620 6,000 SH SOLE 0 0 6,000
EASTERN BANKSHARES INC COM 27627N105 1,109,334 60,192 SH SOLE 0 0 60,192
EATON CORP PLC SHS G29183103 247,482 777 SH SOLE 0 0 777
EATON VANCE LIMITED DURATION COM 27828H105 154,596 15,600 SH SOLE 0 0 15,600
EATON VANCE SR FLTNG RTE TR COM 27828Q105 276,829 24,850 SH SOLE 0 0 24,850
ELI LILLY & CO COM 532457108 2,320,375 2,159 SH SOLE 0 0 2,159
EMCOR GROUP INC COM 29084Q100 550,611 900 SH SOLE 0 0 900
EMERSON ELEC CO COM 291011104 367,209 2,767 SH SOLE 0 0 2,767
EOG RES INC COM 26875P101 223,294 2,126 SH SOLE 0 0 2,126
EXACT SCIENCES CORP COM 30063P105 1,791,722 17,642 SH SOLE 0 0 17,642
EXXON MOBIL CORP COM 30231G102 1,401,107 11,643 SH SOLE 0 0 11,643
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 420,769 5,520 SH SOLE 1,044 0 4,476
GE AEROSPACE COM NEW 369604301 443,245 1,439 SH SOLE 0 0 1,439
GE VERNOVA INC COM 36828A101 246,247 377 SH SOLE 0 0 377
GOLDMAN SACHS GROUP INC COM 38141G104 816,035 928 SH SOLE 52 0 876
HOME DEPOT INC COM 437076102 1,133,812 3,295 SH SOLE 0 0 3,295
HONEYWELL INTL INC COM 438516106 1,245,863 6,386 SH SOLE 0 0 6,386
ILLINOIS TOOL WKS INC COM 452308109 994,806 4,039 SH SOLE 0 0 4,039
INTEL CORP COM 458140100 479,934 13,006 SH SOLE 0 0 13,006
INTERNATIONAL BUSINESS MACHS COM 459200101 968,999 3,271 SH SOLE 0 0 3,271
INTUIT COM 461202103 249,094 376 SH SOLE 0 0 376
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 2,928,126 11,577 SH SOLE 1,778 0 9,799
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 221,228 4,715 SH SOLE 0 0 4,715
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639 419,360 7,052 SH SOLE 5,552 0 1,500
INVESCO QQQ TR UNIT SER 1 46090E103 4,918,092 8,006 SH SOLE 1,199 0 6,807
ISHARES GOLD TR ISHARES NEW 464285204 548,466 6,757 SH SOLE 0 0 6,757
ISHARES INC MSCI GBL GOLD MN 46434G855 1,215,060 16,500 SH SOLE 0 0 16,500
ISHARES TR DOW JONES US ETF 464287846 318,779 1,923 SH SOLE 1,923 0 0
ISHARES TR CORE S&P500 ETF 464287200 31,773,623 46,389 SH SOLE 3,279 0 43,110
ISHARES TR S&P MC 400GR ETF 464287606 332,666 3,434 SH SOLE 0 0 3,434
ISHARES TR CORE S&P SCP ETF 464287804 1,091,376 9,081 SH SOLE 17 0 9,064
ISHARES TR RUS 1000 GRW ETF 464287614 905,478 1,913 SH SOLE 0 0 1,913
ISHARES TR CORE US AGGBD ET 464287226 13,340,721 133,567 SH SOLE 21,639 0 111,928
ISHARES TR MSCI EAFE ETF 464287465 1,268,886 13,213 SH SOLE 1,069 0 12,144
ISHARES TR CORE S&P MCP ETF 464287507 5,828,658 88,313 SH SOLE 3,569 0 84,744
ISHARES TR RUS MID CAP ETF 464287499 337,732 3,508 SH SOLE 0 0 3,508
ISHARES TR CORE MSCI TOTAL 46432F834 1,202,159 14,203 SH SOLE 0 0 14,203
ISHARES TR CORE MSCI EAFE 46432F842 6,706,354 74,965 SH SOLE 7,457 0 67,508
ISHARES TR RUS TP200 GR ETF 464289438 392,978 1,419 SH SOLE 0 0 1,419
ISHARES TR NATIONAL MUN ETF 464288414 395,078 3,689 SH SOLE 0 0 3,689
ISHARES TR TRUST ISHARE 0-1 464288679 707,053 6,419 SH SOLE 3,743 0 2,676
ISHARES TR ISHS 1-5YR INVS 464288646 11,047,505 208,917 SH SOLE 29,784 0 179,133
ISHARES TR ULTRA SHORT DUR 46434V878 443,284 8,764 SH SOLE 0 0 8,764
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 447,620 8,848 SH SOLE 355 0 8,493
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1,299,397 25,508 SH SOLE 0 0 25,508
JOHNSON & JOHNSON COM 478160104 1,408,431 6,806 SH SOLE 75 0 6,731
JPMORGAN CHASE & CO. COM 46625H100 3,137,026 9,736 SH SOLE 0 0 9,736
KKR & CO INC COM 48251W104 238,040 1,867 SH SOLE 0 0 1,867
LOCKHEED MARTIN CORP COM 539830109 207,978 430 SH SOLE 0 0 430
MASTERCARD INCORPORATED CL A 57636Q104 540,999 948 SH SOLE 0 0 948
MERCK & CO INC COM 58933Y105 212,645 2,020 SH SOLE 0 0 2,020
META PLATFORMS INC CL A 30303M102 3,181,733 4,820 SH SOLE 385 0 4,435
MICRON TECHNOLOGY INC COM 595112103 227,482 797 SH SOLE 0 0 797
MICROSOFT CORP COM 594918104 7,832,286 16,195 SH SOLE 262 0 15,933
MONDELEZ INTL INC CL A 609207105 214,253 3,980 SH SOLE 0 0 3,980
MORGAN STANLEY COM NEW 617446448 6,170,143 34,755 SH SOLE 156 0 34,599
NETFLIX INC COM 64110L106 1,252,542 13,359 SH SOLE 4,390 0 8,969
NVIDIA CORPORATION COM 67066G104 4,414,443 23,670 SH SOLE 801 0 22,869
ORACLE CORP COM 68389X105 639,260 3,280 SH SOLE 0 0 3,280
PALANTIR TECHNOLOGIES INC CL A 69608A108 364,389 2,050 SH SOLE 0 0 2,050
PEPSICO INC COM 713448108 699,667 4,875 SH SOLE 0 0 4,875
PHILLIPS 66 COM 718546104 249,176 1,931 SH SOLE 0 0 1,931
PROCTER AND GAMBLE CO COM 742718109 608,701 4,247 SH SOLE 0 0 4,247
PROGRESSIVE CORP COM 743315103 254,389 1,117 SH SOLE 0 0 1,117
PROLOGIS INC. COM 74340W103 470,598 3,686 SH SOLE 0 0 3,686
PROSHARES TR S&P 500 DV ARIST 74348A467 211,181 2,029 SH SOLE 0 0 2,029
QUALCOMM INC COM 747525103 456,119 2,667 SH SOLE 0 0 2,667
REVOLUTION MEDICINES INC COM 76155X100 2,151,187 27,008 SH SOLE 0 0 27,008
RTX CORPORATION COM 75513E101 666,424 3,634 SH SOLE 0 0 3,634
SALESFORCE INC COM 79466L302 371,010 1,401 SH SOLE 0 0 1,401
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 201,825 7,500 SH SOLE 0 0 7,500
SERVICENOW INC COM 81762P102 307,912 2,010 SH SOLE 0 0 2,010
SNOWFLAKE INC COM SHS 833445109 438,720 2,000 SH SOLE 0 0 2,000
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 538,800 1,121 SH SOLE 0 0 1,121
SPDR GOLD TR GOLD SHS 78463V107 726,436 1,833 SH SOLE 0 0 1,833
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,701,253 5,428 SH SOLE 2,473 0 2,955
SPDR SERIES TRUST STATE STREET SPD 78464A201 445,817 4,733 SH SOLE 1,199 0 3,534
SPDR SERIES TRUST STATE STREET SPD 78468R853 372,172 7,942 SH SOLE 1,915 0 6,027
SPDR SERIES TRUST STATE STREET SPD 78464A763 722,954 5,195 SH SOLE 1,002 0 4,193
SPOTIFY TECHNOLOGY S A SHS L8681T102 395,464 681 SH SOLE 254 0 427
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 760,280 16,600 SH SOLE 0 0 16,600
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 85207K107 354,750 15,000 SH SOLE 0 0 15,000
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 85207H104 1,393,477 42,201 SH SOLE 0 0 42,201
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 639,145 14,213 SH SOLE 836 0 13,377
TESLA INC COM 88160R101 883,956 1,966 SH SOLE 0 0 1,966
TEXAS INSTRS INC COM 882508104 216,689 1,249 SH SOLE 0 0 1,249
THERMO FISHER SCIENTIFIC INC COM 883556102 207,526 358 SH SOLE 0 0 358
TJX COS INC NEW COM 872540109 207,713 1,352 SH SOLE 0 0 1,352
UNILEVER PLC SPON ADR NEW 904767803 679,048 10,383 SH SOLE 0 0 10,383
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 220,039 611 SH SOLE 143 0 468
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 650,298 8,251 SH SOLE 1,149 0 7,102
VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,481,412 43,194 SH SOLE 8,111 0 35,083
VANGUARD INDEX FDS MID CAP ETF 922908629 17,839,068 61,468 SH SOLE 6,934 0 54,534
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29,525,439 47,080 SH SOLE 5,575 0 41,505
VANGUARD INDEX FDS SMALL CP ETF 922908751 8,558,174 33,177 SH SOLE 3,171 0 30,006
VANGUARD INDEX FDS VALUE ETF 922908744 1,732,012 9,069 SH SOLE 222 0 8,847
VANGUARD INDEX FDS GROWTH ETF 922908736 4,926,484 10,098 SH SOLE 538 0 9,560
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 17,736,464 241,116 SH SOLE 17,344 0 223,772
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,215,137 14,533 SH SOLE 214 0 14,319
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 738,903 9,268 SH SOLE 1,021 0 8,247
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7,549,354 34,349 SH SOLE 4,592 0 29,757
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8,400,662 134,475 SH SOLE 17,259 0 117,216
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 430,398 2,999 SH SOLE 1,426 0 1,573
VANGUARD WORLD FD INF TECH ETF 92204A702 678,104 900 SH SOLE 0 0 900
VANGUARD WORLD FD ESG US STK ETF 921910733 364,815 3,016 SH SOLE 0 0 3,016
VISA INC COM CL A 92826C839 777,362 2,217 SH SOLE 0 0 2,217
WALMART INC COM 931142103 322,643 2,896 SH SOLE 0 0 2,896
WELLS FARGO CO NEW COM 949746101 332,063 3,563 SH SOLE 0 0 3,563
WISDOMTREE TR US TOTAL DIVIDND 97717W109 420,203 4,951 SH SOLE 4,951 0 0
YUM BRANDS INC COM 988498101 204,186 1,350 SH SOLE 0 0 1,350