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
Alphabet Inc CL A COM 02079K305 752,027 2,615 SH SOLE 2,615 0 0
Alphabet Inc CL C COM 02079K107 28,755,893 100,244 SH SOLE 100,244 0 0
Amazon.com Inc COM 023135106 17,955,790 86,214 SH SOLE 86,214 0 0
Apple Inc COM 037833100 28,580,740 112,616 SH SOLE 112,616 0 0
AppLovin Corporation COM 03831w108 3,789,358 9,521 SH SOLE 9,521 0 0
Arista Networks Inc. COM 040413205 6,107,568 49,744 SH SOLE 49,744 0 0
Automatic Data Processing COM 053015103 325,088 1,600 SH SOLE 1,600 0 0
Bloom Energy Corp COM 093712107 3,971,212 29,310 SH SOLE 29,310 0 0
Broadcom LTD COM 11135f101 20,996,374 67,837 SH SOLE 67,837 0 0
Capital One Financial Corp COM 14040h105 322,719 1,769 SH SOLE 1,769 0 0
Celsius Holdings Inc. COM 15118v207 3,760,632 105,993 SH SOLE 105,993 0 0
Comfort Systems USA Inc COM 199908104 5,969,648 4,329 SH SOLE 4,329 0 0
Costco Wholesale COM 22160K105 6,430,392 6,453 SH SOLE 6,453 0 0
Crowdstrike Holdings Inc. COM 22788c105 2,171,851 5,563 SH SOLE 5,563 0 0
Eli Lilly & Co COM 532457108 9,225,068 10,030 SH SOLE 10,030 0 0
Emcor Group Inc COM 29084q100 7,247,989 9,817 SH SOLE 9,817 0 0
GE Vernova Inc COM 36828a101 6,178,386 7,078 SH SOLE 7,078 0 0
Geckosystems International COM 36840u101 2 19,000 SH SOLE 19,000 0 0
Intuitive Surgical Inc COM 46120e602 2,309,560 5,010 SH SOLE 5,010 0 0
iShares Core S&P U.S. Growth E COM 464287671 787,028 5,074 SH SOLE 5,074 0 0
KLA Corporation COM 482480100 329,820 224 SH SOLE 224 0 0
LAM Research Corp COM 512807306 511,288 2,393 SH SOLE 2,393 0 0
Lumentum Holdings Inc. COM 55024u109 5,010,679 7,130 SH SOLE 7,130 0 0
Meta Platforms Inc. COM 30303m102 14,989,234 26,199 SH SOLE 26,199 0 0
Mettler-Toledo Int'l COM 592688105 322,867 256 SH SOLE 256 0 0
Micron Technology Inc COM 595112103 5,321,318 15,751 SH SOLE 15,751 0 0
Microsoft Corp COM 594918104 25,644,271 69,277 SH SOLE 69,277 0 0
Monolithic Power Sys COM 609839105 5,887,690 5,385 SH SOLE 5,385 0 0
Nvidia Corp COM 67066g104 46,722,439 267,904 SH SOLE 267,904 0 0
Oracle Corp COM 68389x105 1,982,160 13,474 SH SOLE 13,474 0 0
Palantir Technologies Inc-A COM 69608a108 4,424,092 30,244 SH SOLE 30,244 0 0
Robinhood Markets Inc COM 770700102 4,201,520 60,628 SH SOLE 60,628 0 0
Thermo Fisher Scientific Inc COM 883556102 407,478 829 SH SOLE 829 0 0
Vertiv Holdings Co A COM 92537n108 7,225,224 28,834 SH SOLE 28,834 0 0
Visa Inc COM 92826c839 8,675,393 28,704 SH SOLE 28,704 0 0
Airbus SE - Unsp ADR COM 009279100 2,295,500 48,582 SH SOLE 48,582 0 0
ASML Holding ADR COM n07059210 3,839,653 2,907 SH SOLE 2,907 0 0
Banco Santander SA-SponADR COM 05964H105 2,109,089 186,976 SH SOLE 186,976 0 0
BHP Group COM 088606108 2,944,806 40,484 SH SOLE 40,484 0 0
Cameco Corporation COM 13321l108 2,310,352 21,272 SH SOLE 21,272 0 0
Celestica Inc. COM 15101q207 4,733,069 16,803 SH SOLE 16,803 0 0
CRH Public Limited COM g25508105 3,256,512 30,979 SH SOLE 30,979 0 0
Embraer SA ADR COM 29082a107 3,328,084 56,085 SH SOLE 56,085 0 0
Fabrinet COM g3323l100 1,368,990 2,625 SH SOLE 2,625 0 0
iShares MSCI South Korea ETF COM 464286772 2,777,935 22,583 SH SOLE 22,583 0 0
Mitsubishi UFJ Financial Group COM 606822104 2,987,127 176,024 SH SOLE 176,024 0 0
Nebius Group NV COM n97284108 1,937,510 18,673 SH SOLE 18,673 0 0
Novartis AG ADR COM 66987v109 228,820 1,498 SH SOLE 1,498 0 0
NU Holdings Ltd. COM g6683n103 1,569,693 109,234 SH SOLE 109,234 0 0
Royal Bank of Canada COM 780087102 282,791 1,748 SH SOLE 1,748 0 0
Schneider Electric COM 80687p106 2,846,308 52,293 SH SOLE 52,293 0 0
Shell PLC ADR COM 780259305 3,801,375 40,875 SH SOLE 40,875 0 0
Taiwan Semiconductor Mfg COM 874039100 10,092,877 29,865 SH SOLE 29,865 0 0
UBS AG-Reg COM H42097107 2,632,419 67,377 SH SOLE 67,377 0 0
United Overseas Bank COM 911271302 2,535,446 44,357 SH SOLE 44,357 0 0
Viking Holdtings Ltd. COM g93a5a101 1,528,531 20,802 SH SOLE 20,802 0 0
Zurich Insurance Group-ADR COM 989825104 3,456,863 97,349 SH SOLE 97,349 0 0
Advanced Micro Devices COM 007903107 5,731,844 28,176 SH SOLE 28,176 0 0
Amgen Inc COM 031162100 250,517 712 SH SOLE 712 0 0
Amphenol Corp CL A COM 032095101 6,009,585 47,563 SH SOLE 47,563 0 0
Applied Materials Inc COM 038222105 3,656,128 10,697 SH SOLE 10,697 0 0
Berkshire Hathaway COM 084670702 13,171,291 27,486 SH SOLE 27,486 0 0
Caterpillar Inc COM 149123101 6,482,409 9,150 SH SOLE 9,150 0 0
CBOE Holdings Inc. COM 12503m108 2,821,381 10,038 SH SOLE 10,038 0 0
Chevron Corp. COM 166764100 669,322 3,235 SH SOLE 3,235 0 0
Cisco Systems Inc COM 17275r102 580,451 7,481 SH SOLE 7,481 0 0
Conoco Phillips COM 20825c104 6,558,684 49,687 SH SOLE 49,687 0 0
Corning Inc COM 219350105 4,942,781 36,352 SH SOLE 36,352 0 0
D.R. Horton Inc. COM 23331a109 3,973,068 28,954 SH SOLE 28,954 0 0
Evercore Inc - A COM 29977a105 3,864,809 12,947 SH SOLE 12,947 0 0
Exxon Mobil Corp COM 30231G102 8,919,705 52,574 SH SOLE 52,574 0 0
GE Aerospace COM 369604301 3,071,810 10,825 SH SOLE 10,825 0 0
Goldman Sachs Group, Inc. COM 38141g104 5,080,170 6,005 SH SOLE 6,005 0 0
HCA Healthcare Inc. COM 40412c101 4,798,654 10,140 SH SOLE 10,140 0 0
Home Depot COM 437076102 5,377,023 16,349 SH SOLE 16,349 0 0
Intl Business Machines Corp COM 459200101 2,600,360 10,728 SH SOLE 10,728 0 0
iShares Core S&P U.S. Value ET COM 464287663 473,315 4,629 SH SOLE 4,629 0 0
Johnson & Johnson COM 478160104 5,589,121 22,865 SH SOLE 22,865 0 0
JP Morgan Chase COM 46625h100 17,971,411 61,094 SH SOLE 61,094 0 0
Martin Marietta COM 573284106 4,321,500 7,341 SH SOLE 7,341 0 0
Mastercard Inc-Cl A COM 57636Q104 3,905,343 7,816 SH SOLE 7,816 0 0
Nextera Energy Inc COM 65339f101 247,804 2,668 SH SOLE 2,668 0 0
O'Reilly Automotive COM 67103h107 3,250,512 35,213 SH SOLE 35,213 0 0
PNC Financial Services Group COM 693475105 2,986,300 14,351 SH SOLE 14,351 0 0
Procter & Gamble Co COM 742718109 202,216 1,400 SH SOLE 1,400 0 0
Raytheon Tech Corp COM 75513e101 1,646,980 8,538 SH SOLE 8,538 0 0
Royal Caribbean Cruises LTD COM v7780t103 1,664,289 6,048 SH SOLE 6,048 0 0
Sandisk Corp COM 80004c200 3,995,653 6,289 SH SOLE 6,289 0 0
ServiceNow Inc. COM 81762p102 2,352,203 22,498 SH SOLE 22,498 0 0
Target Corp COM 87612e106 3,067,814 25,312 SH SOLE 25,312 0 0
Teradyne Inc COM 880770102 4,960,369 16,732 SH SOLE 16,732 0 0
Toll Brothers Inc COM 889478103 4,438,823 32,526 SH SOLE 32,526 0 0
United Rentals Inc. COM 911363109 2,136,138 2,932 SH SOLE 2,932 0 0
Vistra Corp COM 92840m102 4,010,955 26,681 SH SOLE 26,681 0 0
Wal-Mart Stores COM 931142103 13,225,588 106,418 SH SOLE 106,418 0 0
Waste Management COM 94106l109 4,348,154 18,922 SH SOLE 18,922 0 0
Western Digital Corp COM 958102105 6,343,531 23,452 SH SOLE 23,452 0 0
Dimensional US Target Value COM 25434v609 404,614 6,479 SH SOLE 6,479 0 0
iShares Core Intl Stock ETF COM 46432f834 824,293 9,514 SH SOLE 9,514 0 0
iShares Core MSCI EAFE ETF COM 46432f842 651,635 7,198 SH SOLE 7,198 0 0
iShares Core MSCI Emerging COM 46434g103 413,897 5,934 SH SOLE 5,934 0 0
iShares Core S&P 500 Index ETF COM 464287200 5,050,620 7,732 SH SOLE 7,732 0 0
iShares Core S&P Mid Cap ETF COM 464287507 558,878 8,276 SH SOLE 8,276 0 0
iShares Core S&P SmallCap ETF COM 464287804 407,240 3,276 SH SOLE 3,276 0 0
Schwab U S Large Cap ETF COM 808524201 2,238,486 87,304 SH SOLE 87,304 0 0
Schwab U S Mid Cap ETF COM 808524508 389,260 12,573 SH SOLE 12,573 0 0
Schwab U S Small Cap ETF COM 808524607 233,483 8,029 SH SOLE 8,029 0 0
SPDR MSCI ACWI ETF COM 78463x848 480,829 13,141 SH SOLE 13,141 0 0
SPDR Portfolio Emerging Market COM 78463x509 243,697 5,195 SH SOLE 5,195 0 0
Vanguard FTSE Developed Market COM 921943858 1,347,538 21,029 SH SOLE 21,029 0 0
Vanguard Large-Cap ETF COM 922908637 479,355 1,604 SH SOLE 1,604 0 0
Vanguard Mega Cap Growth ETF COM 921910816 351,640 957 SH SOLE 957 0 0
Vanguard Mid-Cap ETF COM 922908629 1,053,663 3,669 SH SOLE 3,669 0 0