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 LABORATORIES COM 002824100 675,781 6,582 SH SOLE 0 0 0 6,582
ABBVIE INC COM 00287Y109 1,620,237 7,450 SH SOLE 0 0 0 7,450
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 253,613 1,279 SH SOLE 0 0 0 1,279
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,310,245 3,960 SH SOLE 0 0 0 3,960
ALPHABET INC CAP STK CL A 02079K305 1,297,471 4,512 SH SOLE 0 0 0 4,512
ALPHABET INC CAP STK CL C 02079K107 10,242,211 35,705 SH SOLE 0 0 0 35,705
ALTRIA GROUP INC COM 02209S103 771,622 11,693 SH SOLE 0 0 0 11,693
AMAZON COM INC COM 023135106 5,758,457 27,649 SH SOLE 0 0 0 27,649
AMERICAN ELEC PWR CO INC COM 025537101 571,902 4,363 SH SOLE 0 0 0 4,363
AMETEK INC COM 031100100 286,599 1,337 SH SOLE 0 0 0 1,337
APOLLO GLOBAL MGMT INC COM 03769M106 225,960 2,028 SH SOLE 0 0 0 2,028
APPLE INC COM 037833100 4,007,936 15,792 SH SOLE 0 0 0 15,792
APPLIED MATLS INC COM 038222105 295,532 865 SH SOLE 0 0 0 865
APPLOVIN CORP COM CL A 03831W108 614,114 1,543 SH SOLE 0 0 0 1,543
ARCH CAP GROUP LTD ORD G0450A105 240,167 2,502 SH SOLE 0 0 0 2,502
ARES CAPITAL CORP COM 04010L103 7,967,649 442,156 SH SOLE 0 0 0 442,156
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 310,935 2,850 SH SOLE 0 0 0 2,850
ARGENX SE SPONSORED ADR 04016X101 944,944 1,294 SH SOLE 0 0 0 1,294
ARM HOLDINGS PLC SPONSORED ADS 042068205 730,682 4,830 SH SOLE 0 0 0 4,830
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 1,962,961 8,582 SH SOLE 0 0 0 8,582
AT&T INC COM 00206R102 953,372 32,886 SH SOLE 0 0 0 32,886
AURORA INNOVATION INC CLASS A COM 051774107 269,032 65,299 SH SOLE 0 0 0 65,299
AUTOMATIC DATA PROCESSING IN COM 053015103 364,099 1,792 SH SOLE 0 0 0 1,792
BALL CORP COM 058498106 465,787 7,880 SH SOLE 0 0 0 7,880
BANK AMERICA CORP COM 060505104 897,829 18,417 SH SOLE 0 0 0 18,417
BANK NEW YORK MELLON CORP COM 064058100 1,101,242 9,283 SH SOLE 0 0 0 9,283
BECTON DICKINSON & CO COM 075887109 464,929 2,957 SH SOLE 0 0 0 2,957
BERKSHIRE HATHAWAY INC DEL CL A 084670108 718,140 1 SH SOLE 0 0 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,892,930 6,037 SH SOLE 0 0 0 6,037
BLACKROCK INC COM 09290D101 1,270,419 1,321 SH SOLE 0 0 0 1,321
BLOOM ENERGY CORP COM CL A 093712107 347,667 2,566 SH SOLE 0 0 0 2,566
BLUE OWL CAPITAL CORPORATION COM 69121K104 283,744 25,655 SH SOLE 0 0 0 25,655
BROADCOM INC COM 11135F101 1,334,298 4,311 SH SOLE 0 0 0 4,311
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 252,656 1,555 SH SOLE 0 0 0 1,555
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 385,959 8,683 SH SOLE 0 0 0 8,683
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,328,671 32,831 SH SOLE 0 0 0 32,831
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106 811,464 20,533 SH SOLE 0 0 0 20,533
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 350,982 8,812 SH SOLE 0 0 0 8,812
BROWN & BROWN INC COM 115236101 757,871 11,622 SH SOLE 0 0 0 11,622
CADENCE DESIGN SYSTEM INC COM 127387108 1,449,370 5,216 SH SOLE 0 0 0 5,216
CASEYS GEN STORES INC COM 147528103 873,432 1,200 SH SOLE 0 0 0 1,200
CATERPILLAR INC COM 149123101 2,526,012 3,565 SH SOLE 0 0 0 3,565
CBRE GROUP INC CL A 12504L109 993,328 7,333 SH SOLE 0 0 0 7,333
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 200,238 33,373 SH SOLE 0 0 0 33,373
CHIPOTLE MEXICAN GRILL INC COM 169656105 270,260 8,443 SH SOLE 0 0 0 8,443
CISCO SYS INC COM 17275R102 1,769,936 22,811 SH SOLE 0 0 0 22,811
CITIGROUP INC COM NEW 172967424 652,568 5,754 SH SOLE 0 0 0 5,754
CITIZENS FINL GROUP INC COM 174610105 399,580 6,663 SH SOLE 0 0 0 6,663
COCA COLA CO COM 191216100 983,403 12,931 SH SOLE 0 0 0 12,931
COHERENT CORP COM 19247G107 663,891 2,787 SH SOLE 0 0 0 2,787
COMCAST CORP NEW CL A 20030N101 615,112 21,425 SH SOLE 0 0 0 21,425
CONOCOPHILLIPS COM 20825C104 1,328,844 10,067 SH SOLE 0 0 0 10,067
COPART INC COM 217204106 854,236 25,730 SH SOLE 0 0 0 25,730
COSTAR GROUP INC COM 22160N109 430,751 10,678 SH SOLE 0 0 0 10,678
COSTCO WHOLESALE CORPORATION COM 22160K105 371,033 372 SH SOLE 0 0 0 372
CROWN CASTLE INC COM 22822V101 471,029 5,793 SH SOLE 0 0 0 5,793
CSX CORP COM 126408103 786,066 19,149 SH SOLE 0 0 0 19,149
CUMMINS INC COM 231021106 986,729 1,834 SH SOLE 0 0 0 1,834
DANAHER CORP DEL COM 235851102 357,775 1,887 SH SOLE 0 0 0 1,887
DEERE & CO COM 244199105 1,466,472 2,603 SH SOLE 0 0 0 2,603
DELTA AIR LINES INC COM NEW 247361702 720,710 10,841 SH SOLE 0 0 0 10,841
DENALI THERAPEUTICS INC COM 24823R105 208,723 10,871 SH SOLE 0 0 0 10,871
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 216,772 3,057 SH SOLE 0 0 0 3,057
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 206,912 5,325 SH SOLE 0 0 0 5,325
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 640,489 13,217 SH SOLE 0 0 0 13,217
DOCUSIGN INC COM 256163106 248,855 5,249 SH SOLE 0 0 0 5,249
DOORDASH INC CL A 25809K105 541,741 3,608 SH SOLE 0 0 0 3,608
ELI LILLY & CO COM 532457108 1,337,124 1,454 SH SOLE 0 0 0 1,454
ENTEGRIS INC COM 29362U104 495,339 4,225 SH SOLE 0 0 0 4,225
EXXON MOBIL CORP COM 30231G102 3,701,642 21,818 SH SOLE 0 0 0 21,818
FAIR ISAAC CORP COM 303250104 406,733 381 SH SOLE 0 0 0 381
FASTENAL CO COM 311900104 384,053 8,277 SH SOLE 0 0 0 8,277
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 716,341 3,071 SH SOLE 0 0 0 3,071
FIDELITY NATL FINL INC COM SHS 31620R303 290,988 6,274 SH SOLE 0 0 0 6,274
FIFTH THIRD BANCORP COM 316773100 929,804 20,013 SH SOLE 0 0 0 20,013
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 812,384 16,036 SH SOLE 0 0 0 16,036
FLOOR & DECOR HLDGS INC CL A 339750101 254,102 5,002 SH SOLE 0 0 0 5,002
GALLAGHER ARTHUR J & CO COM 363576109 1,084,199 5,006 SH SOLE 0 0 0 5,006
GAMING & LEISURE P COM 36467J108 236,270 5,325 SH SOLE 0 0 0 5,325
GENERAL DYNAMICS CORP COM 369550108 853,245 2,486 SH SOLE 0 0 0 2,486
GILEAD SCIENCES INC COM 375558103 493,091 3,538 SH SOLE 0 0 0 3,538
HEALTHPEAK PROPERTIES INC COM 42250P103 221,871 13,504 SH SOLE 0 0 0 13,504
HEICO CORP NEW CL A 422806208 1,270,129 6,017 SH SOLE 0 0 0 6,017
HF SINCLAIR CORP COM 403949100 257,421 4,126 SH SOLE 0 0 0 4,126
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,315,450 4,326 SH SOLE 0 0 0 4,326
HOME DEPOT INC COM 437076102 1,421,791 4,323 SH SOLE 0 0 0 4,323
HONEYWELL INTL INC COM 438516106 274,174 1,213 SH SOLE 0 0 0 1,213
HYATT HOTELS CORP COM CL A 448579102 428,782 2,982 SH SOLE 0 0 0 2,982
HYPERSCALE DATA INC COM SHS 09175M804 4,512 30,000 SH SOLE 0 0 0 30,000
IDEXX LABS INC COM 45168D104 351,181 625 SH SOLE 0 0 0 625
ILLINOIS TOOL WKS INC COM 452308109 204,588 786 SH SOLE 0 0 0 786
INSMED INC COM PAR $.01 457669307 464,560 2,841 SH SOLE 0 0 0 2,841
INTERNATIONAL BUSINESS MACHS COM 459200101 844,972 3,486 SH SOLE 0 0 0 3,486
INTUIT COM 461202103 246,889 571 SH SOLE 0 0 0 571
INTUITIVE SURGICAL INC COM NEW 46120E602 1,050,135 2,278 SH SOLE 0 0 0 2,278
INVESCO QQQ TR UNIT SER 1 46090E103 1,463,728 2,536 SH SOLE 0 0 0 2,536
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 341,439 8,887 SH SOLE 0 0 0 8,887
ISHARES INC MSCI EMRG CHN 46434G764 1,069,068 13,591 SH SOLE 0 0 0 13,591
ISHARES TR RUS 1000 GRW ETF 464287614 582,889 1,367 SH SOLE 0 0 0 1,367
ISHARES TR RUSSELL 2000 ETF 464287655 9,057,692 36,523 SH SOLE 0 0 0 36,523
ISHARES TR IBONDS DEC 2032 46436E312 982,472 38,879 SH SOLE 0 0 0 38,879
ISHARES TR RUS MD CP GR ETF 464287481 658,793 5,142 SH SOLE 0 0 0 5,142
ISHARES TR CORE S&P500 ETF 464287200 181,117,998 277,274 SH SOLE 0 0 0 277,274
ISHARES TR IBONDS DEC 29 46436E205 984,131 42,310 SH SOLE 0 0 0 42,310
ISHARES TR IBONDS DEC 2035 46438G372 981,243 38,270 SH SOLE 0 0 0 38,270
ISHARES TR IBONDS 28 TRM TS 46436E833 492,677 22,110 SH SOLE 0 0 0 22,110
ISHARES TR IBONDS 27 ETF 46435UAA9 569,301 23,486 SH SOLE 0 0 0 23,486
ISHARES TR IBDS DEC28 ETF 46435U515 492,922 19,460 SH SOLE 0 0 0 19,460
ISHARES TR IBONDS DEC 2030 46436E726 981,044 44,817 SH SOLE 0 0 0 44,817
ISHARES TR RUSSELL 3000 ETF 464287689 6,111,401 16,487 SH SOLE 0 0 0 16,487
ISHARES TR IBONDS DEC 2033 46436E130 982,765 38,018 SH SOLE 0 0 0 38,018
ISHARES TR IBONDS DEC2026 46435GAA0 589,347 24,313 SH SOLE 0 0 0 24,313
ISHARES TR CORE UNIVRSL USD 46434V613 200,649 4,344 SH SOLE 0 0 0 4,344
ISHARES TR IBONDS DEC 2031 46436E486 978,331 46,743 SH SOLE 0 0 0 46,743
ISHARES TR IBONDS 27 TRM TS 46436E841 494,021 22,025 SH SOLE 0 0 0 22,025
ISHARES TR CORE S&P MCP ETF 464287507 2,543,073 37,658 SH SOLE 0 0 0 37,658
ISHARES TR RUS MID CAP ETF 464287499 33,554,017 345,099 SH SOLE 0 0 0 345,099
ISHARES TR CORE MSCI EAFE 46432F842 2,139,405 23,632 SH SOLE 0 0 0 23,632
ISHARES TR RUS TOP 200 ETF 464289446 82,865,774 516,367 SH SOLE 0 0 0 516,367
ISHARES TR IBONDS DEC 2034 46438G653 981,941 37,680 SH SOLE 0 0 0 37,680
ISHARES TR CORE S&P SCP ETF 464287804 1,402,963 11,286 SH SOLE 0 0 0 11,286
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 67,200,838 1,001,204 SH SOLE 0 0 0 1,001,204
JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 29,878,767 696,637 SH SOLE 0 0 0 696,637
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 221,034 2,824 SH SOLE 0 0 0 2,824
JOHNSON & JOHNSON COM 478160104 2,154,983 8,816 SH SOLE 0 0 0 8,816
JPMORGAN CHASE & CO COM 46625H100 2,394,904 8,142 SH SOLE 0 0 0 8,142
KINDER MORGAN INC DEL COM 49456B101 1,061,795 31,667 SH SOLE 0 0 0 31,667
KINSALE CAP GROUP INC COM 49714P108 278,453 815 SH SOLE 0 0 0 815
KKR & CO INC COM 48251W104 970,880 10,496 SH SOLE 0 0 0 10,496
L3HARRIS TECHNOLOGIES INC COM 502431109 2,312,505 6,700 SH SOLE 0 0 0 6,700
LAMAR ADVERTISING CO CL A 512816109 621,521 4,907 SH SOLE 0 0 0 4,907
LENNAR CORP CL A 526057104 452,697 5,213 SH SOLE 0 0 0 5,213
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 456,983 5,375 SH SOLE 0 0 0 5,375
LIVE NATION ENTERTAINMENT IN COM 538034109 1,229,078 8,059 SH SOLE 0 0 0 8,059
LOCKHEED MARTIN CORP COM 539830109 709,239 1,173 SH SOLE 0 0 0 1,173
LPL FINL HLDGS INC COM 50212V100 602,262 2,002 SH SOLE 0 0 0 2,002
MARKEL GROUP INC COM 570535104 805,823 421 SH SOLE 0 0 0 421
MARSH & MCLENNAN COS INC COM 571748102 849,038 4,895 SH SOLE 0 0 0 4,895
MARTIN MARIETTA MATLS INC COM 573284106 1,253,213 2,129 SH SOLE 0 0 0 2,129
MASTERCARD INCORPORATED CL A 57636Q104 1,409,541 2,821 SH SOLE 0 0 0 2,821
MCDONALDS CORP COM 580135101 992,489 3,193 SH SOLE 0 0 0 3,193
MEDTRONIC PLC SHS G5960L103 585,754 6,760 SH SOLE 0 0 0 6,760
MERCK & CO INC COM 58933Y105 1,092,714 9,084 SH SOLE 0 0 0 9,084
META PLATFORMS INC CL A 30303M102 907,970 1,587 SH SOLE 0 0 0 1,587
METLIFE INC COM 59156R108 974,592 13,781 SH SOLE 0 0 0 13,781
MICROSOFT CORP COM 594918104 3,569,928 9,644 SH SOLE 0 0 0 9,644
MONOLITHIC PWR SYS INC COM 609839105 958,868 877 SH SOLE 0 0 0 877
MORGAN STANLEY COM NEW 617446448 414,881 2,521 SH SOLE 0 0 0 2,521
MORGAN STANLEY DIRECT LENDIN COM SHS 61774A103 169,349 12,131 SH SOLE 0 0 0 12,131
MSCI INC COM 55354G100 598,301 1,110 SH SOLE 0 0 0 1,110
NETFLIX INC. COM 64110L106 2,199,047 22,871 SH SOLE 0 0 0 22,871
NVIDIA CORPORATION COM 67066G104 11,393,481 65,330 SH SOLE 0 0 0 65,330
OKTA INC CL A 679295105 573,560 7,287 SH SOLE 0 0 0 7,287
OPEN LENDING CORP COM 68373J104 57,995 46,396 SH SOLE 0 0 0 46,396
OREILLY AUTOMOTIVE INC COM 67103H107 1,298,340 14,065 SH SOLE 0 0 0 14,065
OVINTIV INC COM 69047Q102 313,836 5,287 SH SOLE 0 0 0 5,287
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,131,476 7,735 SH SOLE 0 0 0 7,735
PARKER-HANNIFIN CORP COM 701094104 1,957,890 2,187 SH SOLE 0 0 0 2,187
PAYLOCITY HLDG CORP COM 70438V106 250,869 2,322 SH SOLE 0 0 0 2,322
PEPSICO INC COM 713448108 780,190 5,024 SH SOLE 0 0 0 5,024
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 231,184 9,467 SH SOLE 0 0 0 9,467
PFIZER INC COM 717081103 736,398 26,225 SH SOLE 0 0 0 26,225
PHILIP MORRIS INTL INC COM 718172109 1,688,452 10,212 SH SOLE 0 0 0 10,212
PNC FINL SVCS GROUP INC COM 693475105 645,911 3,104 SH SOLE 0 0 0 3,104
PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1,054,681 11,704 SH SOLE 0 0 0 11,704
PROCTER & GAMBLE CO COM 742718109 2,072,858 14,351 SH SOLE 0 0 0 14,351
PROLOGIS INC. COM 74340W103 1,010,120 7,642 SH SOLE 0 0 0 7,642
PRUDENTIAL FINL INC COM 744320102 918,579 9,403 SH SOLE 0 0 0 9,403
PUBLIC SVC ENTERPRISE GROUP COM 744573106 607,287 7,502 SH SOLE 0 0 0 7,502
QUALCOMM INC COM 747525103 660,785 5,131 SH SOLE 0 0 0 5,131
REGENERON PHARMACEUTICALS COM 75886F107 1,309,625 1,695 SH SOLE 0 0 0 1,695
ROBINHOOD MKTS INC COM CL A 770700102 214,830 3,100 SH SOLE 0 0 0 3,100
ROCKET LAB CORP COM 773121108 1,687,958 26,284 SH SOLE 0 0 0 26,284
ROPER TECHNOLOGIES INC COM 776696106 497,881 1,407 SH SOLE 0 0 0 1,407
ROSS STORES INC COM 778296103 233,744 1,079 SH SOLE 0 0 0 1,079
S&P GLOBAL INC COM 78409V104 412,154 969 SH SOLE 0 0 0 969
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 600,149 19,677 SH SOLE 0 0 0 19,677
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 363,439 11,030 SH SOLE 0 0 0 11,030
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 476,373 18,979 SH SOLE 0 0 0 18,979
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1,191,498 40,903 SH SOLE 0 0 0 40,903
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 402,788 8,618 SH SOLE 0 0 0 8,618
SHOPIFY INC CL A SUB VTG SHS 82509L107 954,179 8,044 SH SOLE 0 0 0 8,044
SOUTHERN CO COM 842587107 785,287 8,136 SH SOLE 0 0 0 8,136
SPDR INDEX SHS FDS STATE STREET SPD 78463X509 708,482 15,103 SH SOLE 0 0 0 15,103
SPDR SERIES TRUST STATE STREET SPD 78464A854 3,426,713 44,770 SH SOLE 0 0 0 44,770
SPOTIFY TECHNOLOGY S A SHS L8681T102 643,476 1,327 SH SOLE 0 0 0 1,327
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,451,612 5,307 SH SOLE 0 0 0 5,307
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 443,103 9,193 SH SOLE 0 0 0 9,193
SUNBELT RENTALS HOLDINGS INC SHS 866966104 262,768 4,037 SH SOLE 0 0 0 4,037
TESLA INC COM 88160R101 4,346,873 11,693 SH SOLE 0 0 0 11,693
TEXAS PACIFIC LAND CORPORATI COM 88262P102 1,802,853 3,799 SH SOLE 0 0 0 3,799
THE CIGNA GROUP COM 125523100 490,287 1,838 SH SOLE 0 0 0 1,838
TRANSDIGM GROUP INC COM 893641100 1,322,373 1,141 SH SOLE 0 0 0 1,141
TYLER TECHNOLOGIES INC COM 902252105 425,578 1,243 SH SOLE 0 0 0 1,243
UNION PAC CORP COM 907818108 1,007,358 4,152 SH SOLE 0 0 0 4,152
UNITED PARCEL SVCS INC CL B 911312106 3,717,004 37,782 SH SOLE 0 0 0 37,782
UNITEDHEALTH GROUP INC COM 91324P102 420,226 1,553 SH SOLE 0 0 0 1,553
US BANCORP COM NEW 902973304 822,642 15,817 SH SOLE 0 0 0 15,817
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 59,440,542 807,177 SH SOLE 0 0 0 807,177
VANGUARD INDEX FDS VALUE ETF 922908744 269,162 1,372 SH SOLE 0 0 0 1,372
VANGUARD INDEX FDS MID CAP ETF 922908629 1,369,274 4,768 SH SOLE 0 0 0 4,768
VANGUARD INDEX FDS GROWTH ETF 922908736 1,196,236 2,739 SH SOLE 0 0 0 2,739
VANGUARD INDEX FDS SM CP VAL ETF 922908611 254,183 1,170 SH SOLE 0 0 0 1,170
VANGUARD INDEX FDS SMALL CP ETF 922908751 319,019 1,218 SH SOLE 0 0 0 1,218
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,713,376 11,575 SH SOLE 0 0 0 11,575
VANGUARD INDEX FDS SML CP GRW ETF 922908595 301,828 999 SH SOLE 0 0 0 999
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 210,903 2,378 SH SOLE 0 0 0 2,378
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 292,590 3,896 SH SOLE 0 0 0 3,896
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 80,292,735 1,253,008 SH SOLE 0 0 0 1,253,008
VANGUARD WORLD FD INF TECH ETF 92204A702 207,451 297 SH SOLE 0 0 0 297
VANGUARD WORLD FD ESG INTL STK ETF 921910725 507,920 7,081 SH SOLE 0 0 0 7,081
VEEVA SYS INC CL A COM 922475108 523,818 2,982 SH SOLE 0 0 0 2,982
VERISK ANALYTICS INC COM 92345Y106 560,142 2,952 SH SOLE 0 0 0 2,952
VERIZON COMMUNICATIONS INC COM 92343V104 1,130,660 22,523 SH SOLE 0 0 0 22,523
VULCAN MATLS CO COM 929160109 1,311,125 4,815 SH SOLE 0 0 0 4,815
WABTEC COM 929740108 760,272 3,042 SH SOLE 0 0 0 3,042
WALMART INC COM 931142103 2,304,786 18,545 SH SOLE 0 0 0 18,545
WASTE CONNECTIONS INC COM 94106B101 204,999 1,262 SH SOLE 0 0 0 1,262
WATERS CORP COM 941848103 222,159 746 SH SOLE 0 0 0 746
WELLS FARGO & CO COM 949746101 1,732,656 21,764 SH SOLE 0 0 0 21,764
WP CAREY INC COM 92936U109 419,177 6,168 SH SOLE 0 0 0 6,168