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
AON PLC SHS CL A G0403H108 532,781 1,651 SH SOLE 0 0 1,651
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 216,842 1,094 SH SOLE 0 0 1,094
CLARIVATE PLC ORD SHS G21810109 47,145 18,635 SH SOLE 0 0 18,635
SHARKNINJA INC COM SHS G8068L108 207,081 1,955 SH SOLE 0 0 1,955
WILLIS TOWERS WATSON PLC LTD SHS G96629103 205,390 707 SH SOLE 0 0 707
AES CORP COM 00130H105 180,681 12,823 SH SOLE 0 0 12,823
API GROUP CORP COM STK 00187Y100 200,972 4,960 SH SOLE 0 0 4,960
AT&T INC COM 00206R102 1,583,018 54,606 SH SOLE 0 0 54,606
ABBOTT LABORATORIES COM 002824100 656,208 6,391 SH SOLE 0 0 6,391
ABBVIE INC COM 00287Y109 834,976 3,839 SH SOLE 0 0 3,839
ADOBE INC COM 00724F101 468,901 1,929 SH SOLE 0 0 1,929
ADVANCED MICRO DEVICES INC COM 007903107 597,475 2,937 SH SOLE 0 0 2,937
AFFILIATED MANAGERS GROUP COM 008252108 225,966 817 SH SOLE 0 0 817
AIRBNB INC COM CL A 009066101 218,176 1,728 SH SOLE 0 0 1,728
ALLSTATE CORP COM 020002101 466,956 2,252 SH SOLE 0 0 2,252
EA SERIES TRUST STRIVE US SEMICO 02072L672 810,277 11,250 SH SOLE 0 0 11,250
ALPHABET INC CAP STK CL C 02079K107 2,383,389 8,309 SH SOLE 0 0 8,309
ALPHABET INC CAP STK CL A 02079K305 878,282 3,054 SH SOLE 0 0 3,054
ALTRIA GROUP INC COM 02209S103 835,706 12,664 SH SOLE 0 0 12,664
AMAZON COM INC COM 023135106 2,911,524 13,980 SH SOLE 0 0 13,980
AMERICAN ELEC PWR CO INC COM 025537101 739,823 5,644 SH SOLE 0 0 5,644
AMERICAN EXPRESS CO COM 025816109 18,972,205 62,722 SH SOLE 0 0 62,722
AMERICAN INTL GROUP INC COM NEW 026874784 587,937 7,813 SH SOLE 0 0 7,813
AMERICAN WTR WKS CO INC NEW COM 030420103 408,863 3,004 SH SOLE 0 0 3,004
AMERIPRISE FINL INC COM 03076C106 4,511,104 10,151 SH SOLE 0 0 10,151
APPLE INC COM 037833100 6,511,943 25,659 SH SOLE 0 0 25,659
APPLOVIN CORP COM CL A 03831W108 1,047,067 2,631 SH SOLE 0 0 2,631
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 242,261 1,059 SH SOLE 0 0 1,059
AUTOMATIC DATA PROCESSING IN COM 053015103 305,904 1,506 SH SOLE 0 0 1,506
AXSOME THERAPEUTICS INC. COM 05464T104 567,939 3,360 SH SOLE 0 0 3,360
BAKER HUGHES COMPANY CL A 05722G100 694,716 11,379 SH SOLE 0 0 11,379
BANK AMERICA CORP COM 060505104 2,701,901 55,424 SH SOLE 0 0 55,424
BERKSHIRE HATHAWAY INC DEL CL A 084670108 14,362,800 20 SH SOLE 0 0 20
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,538,911 11,559 SH SOLE 0 0 11,559
BIOMEA FUSION INC COM 09077A106 21,420 14,000 SH SOLE 0 0 14,000
BLACKROCK INC COM 09290D101 472,024 491 SH SOLE 0 0 491
BRISTOL-MYERS SQUIBB CO COM 110122108 226,398 3,733 SH SOLE 0 0 3,733
BROADCOM INC COM 11135F101 299,266 967 SH SOLE 0 0 967
THE CIGNA GROUP COM 125523100 640,375 2,401 SH SOLE 0 0 2,401
CME GROUP INC COM 12572Q105 565,019 1,913 SH SOLE 0 0 1,913
CAMECO CORP COM 13321L108 1,169,441 10,767 SH SOLE 0 0 10,767
CENTERPOINT ENERGY INC COM 15189T107 315,995 7,321 SH SOLE 0 0 7,321
CHEVRON CORPORATION COM 166764100 1,315,333 6,357 SH SOLE 0 0 6,357
CINCINNATI FINL CORP COM 172062101 402,527 2,558 SH SOLE 0 0 2,558
CISCO SYS INC COM 17275R102 261,679 3,373 SH SOLE 0 0 3,373
CITIGROUP INC COM NEW 172967424 682,690 6,020 SH SOLE 0 0 6,020
COCA COLA CO COM 191216100 610,000 8,021 SH SOLE 0 0 8,021
CONOCOPHILLIPS COM 20825C104 262,954 1,992 SH SOLE 0 0 1,992
CORNING INC COM 219350105 281,169 2,068 SH SOLE 0 0 2,068
DATADOG INC CL A COM 23804L103 270,949 2,295 SH SOLE 0 0 2,295
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633 202,642 4,065 SH SOLE 0 0 4,065
DISNEY WALT CO COM 254687106 314,682 3,265 SH SOLE 0 0 3,265
DUKE ENERGY CORP NEW COM NEW 26441C204 418,018 3,192 SH SOLE 0 0 3,192
DYCOM INDS INC COM 267475101 338,820 1,000 SH SOLE 0 0 1,000
ENTERPRISE PRODS PARTNERS L COM 293792107 258,207 6,824 SH SOLE 0 0 6,824
EXELON CORP COM 30161N101 407,434 8,312 SH SOLE 0 0 8,312
EXXON MOBIL CORP COM 30231G102 1,387,867 8,180 SH SOLE 0 0 8,180
META PLATFORMS INC CL A 30303M102 972,431 1,700 SH SOLE 0 0 1,700
FEDEX CORP COM 31428X106 265,010 744 SH SOLE 0 0 744
GENERAL DYNAMICS CORP COM 369550108 4,204,826 12,251 SH SOLE 0 0 12,251
GOLDMAN SACHS GROUP INC COM 38141G104 3,369,188 3,983 SH SOLE 0 0 3,983
HOME DEPOT INC COM 437076102 4,588,800 13,952 SH SOLE 0 0 13,952
HONEYWELL INTL INC COM 438516106 647,308 2,864 SH SOLE 0 0 2,864
INTERNATIONAL BUSINESS MACHS COM 459200101 462,565 1,908 SH SOLE 0 0 1,908
INVESCO QQQ TR UNIT SER 1 46090E103 529,040 917 SH SOLE 0 0 917
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1,079,906 4,545 SH SOLE 0 0 4,545
ISHARES TR CORE S&P TTL STK 464287150 2,124,480 14,916 SH SOLE 0 0 14,916
ISHARES TR CORE US AGGBD ET 464287226 416,646 4,197 SH SOLE 0 0 4,197
ISHARES TR IBOXX INV CP ETF 464287242 1,317,929 12,092 SH SOLE 0 0 12,092
ISHARES TR 1 3 YR TREAS BD 464287457 2,689,243 32,569 SH SOLE 0 0 32,569
ISHARES TR CORE S&P SCP ETF 464287804 3,036,581 24,427 SH SOLE 0 0 24,427
ISHARES TR EAFE SML CP ETF 464288273 1,060,844 13,529 SH SOLE 0 0 13,529
ISHARES TR NATIONAL MUN ETF 464288414 1,497,422 14,107 SH SOLE 0 0 14,107
ISHARES TR IBOXX HI YD ETF 464288513 1,080,470 13,581 SH SOLE 0 0 13,581
ISHARES TR MBS ETF 464288588 947,985 9,984 SH SOLE 0 0 9,984
JPMORGAN CHASE & CO COM 46625H100 758,124 2,577 SH SOLE 0 0 2,577
JOHNSON & JOHNSON COM 478160104 3,530,028 14,441 SH SOLE 0 0 14,441
KLA CORP COM NEW 482480100 254,859 173 SH SOLE 0 0 173
KROGER CO COM 501044101 410,398 5,672 SH SOLE 0 0 5,672
LOWES COS INC COM 548661107 361,316 1,529 SH SOLE 0 0 1,529
MSCI INC COM 55354G100 480,217 891 SH SOLE 0 0 891
MASTERCARD INCORPORATED CL A 57636Q104 843,964 1,689 SH SOLE 0 0 1,689
MCDONALDS CORP COM 580135101 472,083 1,519 SH SOLE 0 0 1,519
MERCK & CO INC COM 58933Y105 379,727 3,157 SH SOLE 0 0 3,157
MICROSOFT CORP COM 594918104 3,823,023 10,328 SH SOLE 0 0 10,328
NETFLIX INC. COM 64110L106 795,045 8,269 SH SOLE 0 0 8,269
NEXTERA ENERGY INC COM 65339F101 1,191,606 12,830 SH SOLE 0 0 12,830
NORFOLK SOUTHN CORP COM 655844108 405,195 1,412 SH SOLE 0 0 1,412
NOVO-NORDISK A S ADR 670100205 274,572 7,471 SH SOLE 0 0 7,471
NVIDIA CORPORATION COM 67066G104 1,852,150 10,620 SH SOLE 0 0 10,620
OREILLY AUTOMOTIVE INC COM 67103H107 237,464 2,572 SH SOLE 0 0 2,572
ORACLE CORP COM 68389X105 845,058 5,744 SH SOLE 0 0 5,744
PEPSICO INC COM 713448108 413,120 2,660 SH SOLE 0 0 2,660
PHILIP MORRIS INTL INC COM 718172109 1,944,055 11,758 SH SOLE 0 0 11,758
PHILLIPS 66 COM 718546104 2,939,246 16,134 SH SOLE 0 0 16,134
PROCTER & GAMBLE CO COM 742718109 505,311 3,498 SH SOLE 0 0 3,498
PROGRESSIVE CORP COM 743315103 817,257 4,123 SH SOLE 0 0 4,123
PUBLIC SVC ENTERPRISE GROUP COM 744573106 234,295 2,894 SH SOLE 0 0 2,894
RTX CORPORATION COM 75513E101 332,727 1,725 SH SOLE 0 0 1,725
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 703,284 1,081 SH SOLE 0 0 1,081
SPDR INDEX SHS FDS STATE STREET SPD 78463X509 2,068,145 44,088 SH SOLE 0 0 44,088
SPDR SERIES TRUST STATE STREET SPD 78464A664 1,765,477 67,128 SH SOLE 0 0 67,128
SALESFORCE INC COM 79466L302 249,870 1,339 SH SOLE 0 0 1,339
SAP SE SPON ADR 803054204 443,905 2,593 SH SOLE 0 0 2,593
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 239,999 7,823 SH SOLE 0 0 7,823
SCHWAB STRATEGIC TR US TIPS ETF 808524870 1,759,613 66,126 SH SOLE 0 0 66,126
SERVICENOW INC COM 81762P102 236,830 2,265 SH SOLE 0 0 2,265
SHOPIFY INC CL A SUB VTG SHS 82509L107 681,966 5,749 SH SOLE 0 0 5,749
SIMON PPTY GROUP INC NEW COM 828806109 381,825 2,047 SH SOLE 0 0 2,047
SNOWFLAKE INC COM SHS 833445109 295,180 1,957 SH SOLE 0 0 1,957
SOUNDHOUND AI INC CLASS A COM 836100107 755,968 110,039 SH SOLE 0 0 110,039
SPROTT FDS TR URANIUM MINERS E 85208P303 214,029 3,389 SH SOLE 0 0 3,389
STARBUCKS CORP COM 855244109 322,693 3,602 SH SOLE 0 0 3,602
STRATEGY SHS GOLD ENHANCED ET 86280R878 354,194 12,027 SH SOLE 0 0 12,027
TJX COS INC NEW COM 872540109 222,636 1,394 SH SOLE 0 0 1,394
TESLA INC COM 88160R101 331,172 891 SH SOLE 0 0 891
TEXAS INSTRS INC COM 882508104 238,315 1,228 SH SOLE 0 0 1,228
THERMO FISHER SCIENTIFIC INC COM 883556102 572,359 1,164 SH SOLE 0 0 1,164
TORONTO DOMINION BK ONT COM NEW 891160509 264,147 2,831 SH SOLE 0 0 2,831
UNION PAC CORP COM 907818108 405,223 1,670 SH SOLE 0 0 1,670
UNITED PARCEL SVCS INC CL B 911312106 227,022 2,308 SH SOLE 0 0 2,308
US FOODS HLDG CORP COM 912008109 260,935 2,830 SH SOLE 0 0 2,830
UNITEDHEALTH GROUP INC COM 91324P102 287,272 1,062 SH SOLE 0 0 1,062
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3,651,600 56,985 SH SOLE 0 0 56,985
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1,054,217 21,940 SH SOLE 0 0 21,940
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 407,467 8,167 SH SOLE 0 0 8,167
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10,288,524 17,218 SH SOLE 0 0 17,218
VERIZON COMMUNICATIONS INC COM 92343V104 1,125,925 22,429 SH SOLE 0 0 22,429
VISA INC COM CL A 92826C839 887,258 2,936 SH SOLE 0 0 2,936
WEC ENERGY GROUP INC COM 92939U106 1,113,814 9,621 SH SOLE 0 0 9,621
WALMART INC COM 931142103 769,047 6,188 SH SOLE 0 0 6,188
WASTE MGMT INC DEL COM 94106L109 239,729 1,043 SH SOLE 0 0 1,043
WELLTOWER INC COM 95040Q104 209,526 1,060 SH SOLE 0 0 1,060
WORKDAY INC CL A 98138H101 320,284 2,465 SH SOLE 0 0 2,465
XCEL ENERGY INC COM 98389B100 375,262 4,724 SH SOLE 0 0 4,724
ZOETIS INC CL A 98978V103 296,195 2,506 SH SOLE 0 0 2,506