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 COM Stock 023135106 6,253,723 30,027 SH SOLE 30,027 0 0
SEALED AIR CORP NEW COM Stock 81211K100 138,008 3,282 SH SOLE 3,282 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 611,902 1,060 SH SOLE 1,060 0 0
STARBUCKS CORP COM Stock 855244109 89,590 1,000 SH SOLE 1,000 0 0
ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 277,234 947 SH SOLE 947 0 0
MONSTER BEVERAGE CORP NEW COM Stock 61174X109 133,181 1,838 SH SOLE 1,838 0 0
JOHNSON & JOHNSON COM Stock 478160104 18,333 75 SH SOLE 75 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 3,647 11 SH SOLE 11 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 6,745 101 SH SOLE 100 0 0
VANGUARD EXTENDED MARKET ETF ETF 922908652 30,870 150 SH SOLE 150 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 1,018,351 1,022 SH SOLE 1,022 0 0
CORVUS PHARMACEUTICALS INC COM Stock 221015100 29,260 2,000 SH SOLE 2,000 0 0
PROCTER & GAMBLE CO COM Stock 742718109 5,200 36 SH SOLE 36 0 0
COCA COLA CO COM Stock 191216100 56,961 749 SH SOLE 749 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 16,681 51 SH SOLE 51 0 0
MUELLER INDS INC COM Stock 624756102 34,126 308 SH SOLE 308 0 0
CME GROUP INC COM Stock 12572Q105 41,578 141 SH SOLE 140 0 0
VAIL RESORTS INC COM Stock 91879Q109 341,973 2,665 SH SOLE 2,665 0 0
NETFLIX INC. COM Stock 64110L106 555,747 5,780 SH SOLE 5,780 0 0
AMBEV SA SPONSORED ADR ADR 02319V103 2,920 1,000 SH SOLE 1,000 0 0
WATERS CORP COM Stock 941848103 46,755 157 SH SOLE 157 0 0
SANOFI SA SPONSORED ADR ADR 80105N105 2,409 50 SH SOLE 50 0 0
MERCK & CO INC COM Stock 58933Y105 31,688 263 SH SOLE 263 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 509,126 783 SH SOLE 782 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 538,243 1,077 SH SOLE 1,077 0 0
TYLER TECHNOLOGIES INC COM Stock 902252105 40,743 119 SH SOLE 119 0 0
CRISPR THERAPEUTICS AG NAMEN AKT Stock H17182108 156,981 3,300 SH SOLE 3,300 0 0
PEPSICO INC COM Stock 713448108 4,659 30 SH SOLE 30 0 0
US BANCORP COM NEW Stock 902973304 166,588 3,203 SH SOLE 3,203 0 0
BP PLC SPONSORED ADR ADR 055622104 2,639 56 SH SOLE 56 0 0
HOME DEPOT INC COM Stock 437076102 32,731 100 SH SOLE 99 0 0
STARWOOD PPTY TR INC COM REIT 85571B105 36,828 2,139 SH SOLE 2,138 0 0
VERISK ANALYTICS INC COM Stock 92345Y106 249,901 1,317 SH SOLE 1,317 0 0
BHP BILLITON LIMITED SPONSORED ADS ADR 088606108 3,759 52 SH SOLE 51 0 0
SPDR GOLD SHARES ETF 78463V107 258,174 600 SH SOLE 600 0 0
SOUTHERN CO COM Stock 842587107 64,139 665 SH SOLE 664 0 0
BECTON DICKINSON & CO COM Stock 075887109 185,374 1,179 SH SOLE 1,179 0 0
SEA LTD SPONSORD ADS ADR 81141R100 3,644 44 SH SOLE 44 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 39,883 1,589 SH SOLE 1,588 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 6,085 246 SH SOLE 245 0 0
OLD NATL BANCORP IND COM Stock 680033107 11,763 532 SH SOLE 532 0 0
IQVIA HLDGS INC COM Stock 46266C105 292,135 1,713 SH SOLE 1,713 0 0
UNITED STATES 12 MONTH NATURAL GAS FUND LP ETF 91288X109 276 40 SH SOLE 40 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4,733,538 9,878 SH SOLE 9,878 0 0
ADOBE INC COM Stock 00724F101 18,231 75 SH SOLE 75 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 6,208,585 21,591 SH SOLE 21,590 0 0
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF ETF 293828877 54,403 3,221 SH SOLE 3,221 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 121,295 1,314 SH SOLE 1,314 0 0
INTUIT COM Stock 461202103 113,284 262 SH SOLE 262 0 0
UNILEVER PLC SPON ADR NEW ADR 904767803 2,621 46 SH SOLE 46 0 0
IQIYI INC SPONSORED ADS ADR 46267X108 1,350 1,000 SH SOLE 1,000 0 0
MICROSOFT CORP COM Stock 594918104 4,968,263 13,422 SH SOLE 13,421 0 0
WARNER BROS DISCOVERY INC COM SER A Stock 934423104 275,836 10,045 SH SOLE 10,045 0 0
KEURIG DR PEPPER INC COM Stock 49271V100 419,700 15,940 SH SOLE 15,940 0 0
ARES CAPITAL CORP COM CEF 04010L103 202,919 11,261 SH SOLE 11,260 0 0
COPART INC COM Stock 217204106 87,847 2,646 SH SOLE 2,646 0 0
VANGUARD LARGE-CAP ETF ETF 922908637 261,584 875 SH SOLE 875 0 0
NIKE INC CL B Stock 654106103 48,172 912 SH SOLE 912 0 0
TESLA INC COM Stock 88160R101 46,469 125 SH SOLE 125 0 0
LINDE PLC SHS Stock G54950103 156,756 316 SH SOLE 316 0 0
CROWN CRAFTS INC COM Stock 228309100 2,575 1,000 SH SOLE 1,000 0 0
DELL TECHNOLOGIES INC CL C Stock 24703L202 11,489 70 SH SOLE 70 0 0
AMPHENOL CORP CL A Stock 032095101 79,727 631 SH SOLE 631 0 0
BROOKFIELD CORP CL A LTD VT SH Stock 11271J107 23,715 586 SH SOLE 586 0 0
WINTRUST FINL CORP COM Stock 97650W108 588,665 4,237 SH SOLE 4,236 0 0
KKR & CO INC COM Stock 48251W104 35,798 387 SH SOLE 387 0 0
UBER TECHNOLOGIES INC COM Stock 90353T100 86,316 1,200 SH SOLE 1,200 0 0
GENERAL MTRS CO COM Stock 37045V100 202,864 2,723 SH SOLE 2,723 0 0
ELI LILLY & CO COM Stock 532457108 46,202 50 SH SOLE 50 0 0
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 025072802 164,769 1,650 SH SOLE 1,650 0 0
VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 385,550 5,000 SH SOLE 5,000 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 2,564 10 SH SOLE 10 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 65,946 504 SH SOLE 503 0 0
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Stock 11276H106 593 15 SH SOLE 15 0 0
SYSCO CORP COM Stock 871829107 414,427 5,810 SH SOLE 5,810 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 64,756 2,023 SH SOLE 2,023 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR ADR 980228308 382 16 SH SOLE 16 0 0
NEBIUS GROUP N.V. SHS CLASS A Stock N97284108 41,504 400 SH SOLE 400 0 0
SONY GROUP CORP SPONSORED ADR ADR 835699307 3,002 145 SH SOLE 145 0 0
OCCIDENTAL PETE CORP WT EXP 080327 Stock 674599162 12,141 283 SH SOLE 283 0 0
QUANTUMSCAPE CORP COM CL A Stock 74767V109 1,276 200 SH SOLE 200 0 0
MARATHON PETE CORP COM Stock 56585A102 583,590 2,390 SH SOLE 2,390 0 0
SNOWFLAKE INC COM SHS Stock 833445109 157,305 1,043 SH SOLE 1,043 0 0
COMPASS PATHWAYS PLC SPONSORED ADS ADR 20451W101 277 50 SH SOLE 50 0 0
VANGUARD SMALL CAP VALUE ETF ETF 922908611 300,730 1,384 SH SOLE 1,384 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 840,817 5,748 SH SOLE 5,748 0 0
OAKMARK U.S. LARGE CAP ETF ETF 41456U106 4,420,599 160,370 SH SOLE 160,370 0 0
AIRBNB INC COM CL A Stock 009066101 466,478 3,694 SH SOLE 3,694 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 6,766 221 SH SOLE 220 0 0
QUANTUM COMPUTING INC COM Stock 74766W108 2,740 400 SH SOLE 400 0 0
RECURSION PHARMACEUTICALS INC CL A Stock 75629V104 3,070 1,000 SH SOLE 1,000 0 0
VISA INC COM CL A Stock 92826C839 598,157 1,979 SH SOLE 1,979 0 0
PLAYSTUDIOS INC CLASS A COM Stock 72815G108 70 150 SH SOLE 150 0 0
ROBINHOOD MKTS INC COM CL A Stock 770700102 34,650 500 SH SOLE 500 0 0
IONQ INC COM Stock 46222L108 47,800 1,658 SH SOLE 1,658 0 0
TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 Stock 25400Q113 396 80 SH SOLE 80 0 0
VANGUARD VALUE ETF ETF 922908744 207,610 1,058 SH SOLE 1,058 0 0
PHILLIPS 66 COM Stock 718546104 17,307 95 SH SOLE 95 0 0
DOORDASH INC CL A Stock 25809K105 143,093 953 SH SOLE 953 0 0
META PLATFORMS INC CL A Stock 30303M102 2,946,716 5,150 SH SOLE 5,150 0 0
PIMCO DYNAMIC INCOME FD SHS CEF 72201Y101 34,220 2,000 SH SOLE 2,000 0 0
RIGETTI COMPUTING INC COMMON STOCK Stock 76655K103 2,808 200 SH SOLE 200 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 310,395 235 SH SOLE 235 0 0
VANECK MORNINGSTAR WIDE MOAT ETF ETF 92189F643 677,507 7,006 SH SOLE 7,006 0 0
SERVICENOW INC COM Stock 81762P102 129,224 1,236 SH SOLE 1,236 0 0
AUTONATION INC COM Stock 05329W102 19,526 100 SH SOLE 100 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 355,910 2,220 SH SOLE 2,220 0 0
TOLL BROTHERS INC COM Stock 889478103 166,493 1,220 SH SOLE 1,220 0 0
SOUNDHOUND AI INC CLASS A COM Stock 836100107 41,220 6,000 SH SOLE 6,000 0 0
CARLYLE GROUP INC COM Stock 14316J108 137,863 2,849 SH SOLE 2,849 0 0
D-WAVE QUANTUM INC COM Stock 26740W109 2,886 200 SH SOLE 200 0 0
BROADCOM INC COM Stock 11135F101 706,996 2,284 SH SOLE 2,284 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 93,600 159 SH SOLE 159 0 0
ROYAL BK CDA COM Stock 780087102 5,339 33 SH SOLE 33 0 0
NICE LTD SPONSORED ADR ADR 653656108 882 8 SH SOLE 8 0 0
NVIDIA CORPORATION COM Stock 67066G104 5,831,943 33,440 SH SOLE 33,440 0 0
OWENS CORNING NEW COM Stock 690742101 224,015 2,070 SH SOLE 2,070 0 0
ABBVIE INC COM Stock 00287Y109 179,864 827 SH SOLE 827 0 0
INTERACTIVE BROKERS GROUP INC COM CL A Stock 45841N107 214,624 3,200 SH SOLE 3,200 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A Stock 531229771 27,328 350 SH SOLE 350 0 0
CASEYS GEN STORES INC COM Stock 147528103 51,678 71 SH SOLE 71 0 0
ICON PLC SHS Stock G4705A100 314,828 2,845 SH SOLE 2,845 0 0
CAVA GROUP INC COM Stock 148929102 66,500 822 SH SOLE 822 0 0
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 1,001,008 2,962 SH SOLE 2,962 0 0
BLACKSTONE INC COM Stock 09260D107 141,783 1,233 SH SOLE 1,233 0 0
FACTSET RESH SYS INC COM Stock 303075105 9,114 42 SH SOLE 42 0 0
QUALCOMM INC COM Stock 747525103 59,239 460 SH SOLE 460 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 73,758 160 SH SOLE 160 0 0
MCDONALDS CORP COM Stock 580135101 157,001 505 SH SOLE 505 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 469,481 2,985 SH SOLE 2,985 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 442,393 2,425 SH SOLE 2,425 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 356,206 1,751 SH SOLE 1,751 0 0
WISDOMTREE U.S. HIGH DIVIDEND FUND ETF 97717W208 106,162 972 SH SOLE 972 0 0
UNUSUAL MACHS INC COM SHS Stock U9154A208 49,600 4,000 SH SOLE 4,000 0 0
REDDIT INC CL A Stock 75734B100 53,860 400 SH SOLE 400 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 379,812 6,200 SH SOLE 6,200 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 511 3 SH SOLE 3 0 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 191,810 1,000 SH SOLE 1,000 0 0
STATE STREET SPDR S&P REGIONAL BANKING ETF ETF 78464A698 120,462 1,849 SH SOLE 1,849 0 0
GRAYSCALE BITCOIN MINI TRUST ETF ETF 389930207 41,986 1,400 SH SOLE 1,400 0 0
VEEVA SYS INC CL A COM Stock 922475108 66,751 380 SH SOLE 380 0 0
CHARTER COMMUNICATIONS INC CL A Stock 16119P108 304,823 1,412 SH SOLE 1,412 0 0
RESEARCH AFFILIATES DELETIONS ETF ETF 02072L227 13,754 500 SH SOLE 500 0 0
INTELLIGENT ALPHA ATLAS ETF ETF 02072L193 15,265 500 SH SOLE 500 0 0
ISHARES S&P 500 VALUE ETF ETF 464287408 63,631 301 SH SOLE 301 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 8,818 14 SH SOLE 13 0 0
WELLS FARGO & CO COM Stock 949746101 481,613 6,050 SH SOLE 6,049 0 0
SALESFORCE INC COM Stock 79466L302 541,156 2,899 SH SOLE 2,899 0 0
IDEXX LABS INC COM Stock 45168D104 117,997 210 SH SOLE 210 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 66,609 110 SH SOLE 110 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 271,257 922 SH SOLE 922 0 0
CHEVRON CORPORATION COM Stock 166764100 78,551 380 SH SOLE 379 0 0
BANK OF AMER CORP COM Stock 060505104 48,900 1,003 SH SOLE 1,003 0 0
COREWEAVE INC COM CL A Stock 21873S108 15,494 200 SH SOLE 200 0 0
WALMART INC COM Stock 931142103 195,741 1,575 SH SOLE 1,575 0 0
ORACLE CORP COM Stock 68389X105 44,133 300 SH SOLE 300 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 77,154 1,427 SH SOLE 1,427 0 0
TEXAS INSTRS INC COM Stock 882508104 50,865 262 SH SOLE 262 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 10,982,438 74,156 SH SOLE 74,155 0 0
MNTN INC CL A Stock 55318A108 8,800 1,000 SH SOLE 1,000 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 3,671,330 12,798 SH SOLE 12,798 0 0
AMERICAN EXPRESS CO COM Stock 025816109 191,772 634 SH SOLE 634 0 0
AMGEN INC COM Stock 031162100 133,703 380 SH SOLE 380 0 0
HDFC BANK LTD SPONSORED ADS ADR 40415F101 53,094 2,134 SH SOLE 2,134 0 0
BANK MONTREAL MEDIUM COM Stock 063671101 4,331 32 SH SOLE 32 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 11,535,103 53,637 SH SOLE 53,636 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C Stock 531229755 102,024 1,200 SH SOLE 1,200 0 0
MAGNUM ICE CREAM CO NV ORD SHS Stock N5505D105 150 10 SH SOLE 10 0 0
BARON TECHNOLOGY ETF ETF 06829D503 2,148,858 92,113 SH SOLE 92,113 0 0
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT Stock G16252101 32,038 887 SH SOLE 887 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 88,515 668 SH SOLE 668 0 0
DEFINIUM THERAPEUTICS INC COM SHS Stock 24477V105 6,294 333 SH SOLE 333 0 0
C H ROBINSON WORLDWIDE IN COM NEW Stock 12541W209 100,804 607 SH SOLE 607 0 0
NNN REIT INC COM REIT 637417106 21,225 505 SH SOLE 505 0 0
ARK GENOMIC REVOLUTION ETF ETF 00214Q302 264 10 SH SOLE 10 0 0
QORVO INC COM Stock 74736K101 3,173 41 SH SOLE 41 0 0
CITIGROUP INC COM NEW Stock 172967424 344,086 3,034 SH SOLE 3,034 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101 121,959 1,070 SH SOLE 1,070 0 0
EXXON MOBIL CORP COM Stock 30231G102 124,392 733 SH SOLE 733 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 107,424 397 SH SOLE 397 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108 2,254 25 SH SOLE 25 0 0
AMERICAN INTL GROUP INC COM NEW Stock 026874784 426,893 5,673 SH SOLE 5,673 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 47,448 400 SH SOLE 400 0 0
POSCO HOLDINGS INC SPONSORED ADR ADR 693483109 1,228 21 SH SOLE 21 0 0
TRANSUNION COM Stock 89400J107 71,612 1,035 SH SOLE 1,035 0 0
NOVO-NORDISK A S ADR ADR 670100205 2,940 80 SH SOLE 80 0 0
SAP SE SPON ADR ADR 803054204 5,136 30 SH SOLE 30 0 0
LIBERTY LATIN AMERICA LTD COM CL C Stock G9001E128 370 42 SH SOLE 42 0 0
SCHWAB CHARLES CORP COM Stock 808513105 508,902 5,415 SH SOLE 5,415 0 0
AUTOZONE INC COM Stock 053332102 428,978 127 SH SOLE 127 0 0
CBRE GROUP INC CL A Stock 12504L109 415,862 3,070 SH SOLE 3,070 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 7,942 159 SH SOLE 159 0 0
APPLE INC COM Stock 037833100 7,323,831 28,858 SH SOLE 28,857 0 0
ABBOTT LABORATORIES COM Stock 002824100 160,371 1,562 SH SOLE 1,562 0 0
DISNEY WALT CO COM Stock 254687106 49,345 512 SH SOLE 511 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 220,282 1,270 SH SOLE 1,270 0 0
FERRARI N V COM Stock N3167Y103 103,227 305 SH SOLE 305 0 0