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 500,516 4,875 SH SOLE 4,875 0 0
ABBVIE INC COM 00287Y109 1,951,973 8,975 SH SOLE 8,975 0 0
ACCENTURE PLC CLASS A COM G1151C101 198,290 1,000 SH SOLE 1,000 0 0
AFLAC INC COM 001055102 2,728,159 24,867 SH SOLE 24,867 0 0
ALBEMARLE CORP COM 012653101 3,770,130 21,000 SH SOLE 21,000 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 7,043,073 56,138 SH SOLE 56,138 0 0
ALIGN TECHNOLOGY INC COM 016255101 128,915 752 SH SOLE 752 0 0
ALPHABET INC CL A COM 02079K305 3,841,802 13,360 SH SOLE 13,360 0 0
ALPHABET INC CL C COM 02079K107 11,704,175 40,801 SH SOLE 40,801 0 0
AMAZON COM INC COM 023135106 8,771,083 42,114 SH SOLE 42,114 0 0
AMERICAN EXPRESS CO COM 025816109 3,009,676 9,950 SH SOLE 9,950 0 0
AMERICAN TOWER CORP COM 03027X100 513,426 2,975 SH SOLE 2,975 0 0
AMGEN INC COM 031162100 633,330 1,800 SH SOLE 1,800 0 0
AMPHENOL CORP CL A COM 032095101 707,560 5,600 SH SOLE 5,600 0 0
APPLE INC COM 037833100 39,969,100 157,489 SH SOLE 157,489 0 0
ARISTA NETWORKS INC COM 040413106 24,556 200 SH SOLE 200 0 0
ASML HLDG NV ADR N07059210 486,065 368 SH SOLE 368 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 83,913 413 SH SOLE 413 0 0
BERKSHIRE HATHAWAY INC CL B COM 084670702 6,884,666 14,367 SH SOLE 14,367 0 0
BLOOM ENERGY CORP CL A COM 093712107 117,199 865 SH SOLE 865 0 0
BOEING CO COM 097023105 3,594,681 18,061 SH SOLE 18,061 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 984,835 16,238 SH SOLE 16,238 0 0
BROADCOM INC COM 11135F101 7,601,875 24,561 SH SOLE 24,561 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 45,308 576 SH SOLE 576 0 0
CAPITAL ONE FINL CORP COM 14040H105 91,215 500 SH SOLE 500 0 0
CATERPILLAR INC COM 149123101 14,723,216 20,782 SH SOLE 20,782 0 0
CELSIUS HLDGS INC COM 15118V207 4,082,542 115,066 SH SOLE 115,066 0 0
CHENIERE ENERGY INC COM 16411R208 627,393 2,211 SH SOLE 2,211 0 0
CHEVRON CORPORATION COM 166764100 3,046,809 14,726 SH SOLE 14,726 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 229,032 7,155 SH SOLE 7,155 0 0
CME GROUP INC COM 12572Q105 88,605 300 SH SOLE 300 0 0
COCA COLA CO COM 191216100 1,467,765 19,300 SH SOLE 19,300 0 0
COLGATE PALMOLIVE CO COM 194162103 1,901,055 22,305 SH SOLE 22,305 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 10,485,216 10,523 SH SOLE 10,523 0 0
CROWDSTRIKE HLDGS INC CL A COM 22788C105 290,075 743 SH SOLE 743 0 0
CUMMINS INC COM 231021106 1,057,209 1,965 SH SOLE 1,965 0 0
DANAHER CORP COM 235851102 902,875 4,762 SH SOLE 4,762 0 0
DISNEY WALT CO COM 254687106 1,086,203 11,270 SH SOLE 11,270 0 0
DUKE ENERGY CORP COM 26441C204 177,817 1,358 SH SOLE 1,358 0 0
EATON CORP PLC COM G29183103 162,025 453 SH SOLE 453 0 0
EBAY INC. COM 278642103 63,714 700 SH SOLE 700 0 0
ECOLAB INC COM 278865100 513,419 1,930 SH SOLE 1,930 0 0
ELI LILLY & CO COM 532457108 203,269 221 SH SOLE 221 0 0
EMERSON ELEC CO COM 291011104 445,468 3,400 SH SOLE 3,400 0 0
ENBRIDGE INC COM 29250N105 140,764 2,600 SH SOLE 2,600 0 0
ENERGY FUELS INC COM 292671708 68,438 3,750 SH SOLE 3,750 0 0
EQUIFAX INC COM 294429105 4,141,610 23,000 SH SOLE 23,000 0 0
EXXON MOBIL CORP COM 30231G102 10,666,864 62,872 SH SOLE 62,872 0 0
FIDELITY MSCI UTILITIES ETF 316092865 36,446 617 SH SOLE 617 0 0
FORTINET INC COM 34959E109 8,496,837 103,975 SH SOLE 103,975 0 0
FORTUNE BRANDS INNOVATIONS INC COM 34964C106 207,398 5,322 SH SOLE 5,322 0 0
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT ETF 35473P108 56,849 1,428 SH SOLE 1,428 0 0
GE AEROSPACE COM 369604301 2,865,859 10,099 SH SOLE 10,099 0 0
GE HEALTHCARE TECHNOLOGIES INC COM 36266G107 249,913 3,511 SH SOLE 3,511 0 0
GE VERNOVA INC COM 36828A101 1,992,831 2,283 SH SOLE 2,283 0 0
GENERAL DYNAMICS CORP COM 369550108 343,220 1,000 SH SOLE 1,000 0 0
GILEAD SCIENCES INC COM 375558103 2,062,119 14,796 SH SOLE 14,796 0 0
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 37954Y673 127,025 2,500 SH SOLE 2,500 0 0
HOME DEPOT INC COM 437076102 2,836,676 8,625 SH SOLE 8,625 0 0
HONEYWELL INTL INC COM 438516106 36,617 162 SH SOLE 162 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 242,390 1,000 SH SOLE 1,000 0 0
INVESCO RAFI STRATEGIC US ETF 46138J742 41,872 723 SH SOLE 723 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF 46137V357 57,576 300 SH SOLE 300 0 0
IONQ INC COM 46222L108 28,830 1,000 SH SOLE 1,000 0 0
ISHARES CORE MSCI EAFE ETF 46432F842 253,212 2,797 SH SOLE 2,797 0 0
ISHARES CORE S&P 500 ETF 464287200 32,661 50 SH SOLE 50 0 0
ISHARES CORE U.S. AGGREGATE BOND ETF 464287226 44,672 450 SH SOLE 450 0 0
ISHARES S&P 500 VALUE ETF 464287408 36,951 175 SH SOLE 175 0 0
JOHNSON & JOHNSON COM 478160104 2,531,631 10,357 SH SOLE 10,357 0 0
JPMORGAN CHASE & CO COM 46625H100 671,273 2,282 SH SOLE 2,282 0 0
LINDE PLC COM G54950103 380,744 768 SH SOLE 768 0 0
LOWES COS INC COM 548661107 189,024 800 SH SOLE 800 0 0
MARSH & MCLENNAN COS INC COM 571748102 135,291 780 SH SOLE 780 0 0
MASTERCARD INCORPORATED CL A COM 57636Q104 823,939 1,649 SH SOLE 1,649 0 0
MERCADOLIBRE INC COM 58733R102 9,860,601 5,703 SH SOLE 5,703 0 0
MERCK & CO INC COM 58933Y105 1,327,761 11,038 SH SOLE 11,038 0 0
META PLATFORMS INC CL A COM 30303M102 120,147 210 SH SOLE 210 0 0
MICROSOFT CORP COM 594918104 22,159,364 59,863 SH SOLE 59,863 0 0
MONGODB INC CL A COM 60937P106 3,759,422 15,359 SH SOLE 15,359 0 0
MONOLITHIC PWR SYS INC COM 609839105 601,343 550 SH SOLE 550 0 0
MONSTER BEVERAGE CORP COM 61174X109 5,367,619 74,077 SH SOLE 74,077 0 0
NETFLIX INC. COM 64110L106 16,682,025 173,500 SH SOLE 173,500 0 0
NEXGEN ENERGY LTD COM 65340P106 130,500 11,250 SH SOLE 11,250 0 0
NEXTERA ENERGY INC COM 65339F101 3,230,831 34,785 SH SOLE 34,785 0 0
NOVO-NORDISK A S ADR 670100205 8,644,666 235,229 SH SOLE 235,229 0 0
NVIDIA CORPORATION COM 67066G104 7,048,376 40,415 SH SOLE 40,415 0 0
OKLO INC CL A COM 02156V109 86,783 1,750 SH SOLE 1,750 0 0
ORACLE CORP COM 68389X105 1,746,490 11,872 SH SOLE 11,872 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 69,233 750 SH SOLE 750 0 0
PALO ALTO NETWORKS INC COM 697435105 81,924 511 SH SOLE 511 0 0
PEPSICO INC COM 713448108 404,996 2,608 SH SOLE 2,608 0 0
PFIZER INC COM 717081103 1,793,161 63,859 SH SOLE 63,859 0 0
PHILIP MORRIS INTL INC COM 718172109 66,136 400 SH SOLE 400 0 0
PLANET LABS PBC COM 23344K102 139,750 5,000 SH SOLE 5,000 0 0
PROCTER & GAMBLE CO COM 742718109 18,925,395 131,026 SH SOLE 131,026 0 0
PROGRESSIVE CORP COM 743315103 360,004 1,816 SH SOLE 1,816 0 0
PUBLIC STORAGE OPER CO COM 74460D109 39,548 146 SH SOLE 146 0 0
PULTE GROUP INC COM 745867101 1,405,087 11,947 SH SOLE 11,947 0 0
QUALCOMM INC COM 747525103 581,957 4,519 SH SOLE 4,519 0 0
QXO INC COM 82846H405 2,496,402 128,548 SH SOLE 128,548 0 0
SALESFORCE INC COM 79466L302 469,475 2,515 SH SOLE 2,515 0 0
SCHWAB CHARLES CORP COM 808513105 65,786 700 SH SOLE 700 0 0
SCHWAB U.S. LARGE-CAP VALUE ETF 808524409 1,202,868 39,438 SH SOLE 39,438 0 0
SERVICENOW INC COM 81762P102 4,235,739 40,514 SH SOLE 40,514 0 0
SLB LIMITED COM 806857108 25,695 500 SH SOLE 500 0 0
SPDR GOLD SHARES ETF 78463V107 692,767 1,610 SH SOLE 1,610 0 0
SPROTT URANIUM MINERS ETF 85208P303 35,806 567 SH SOLE 567 0 0
STARBUCKS CORP COM 855244109 955,925 10,670 SH SOLE 10,670 0 0
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 36,653 250 SH SOLE 250 0 0
STATE STREET MULTI-ASSET REAL RETURN ETF 78467V103 243,651 6,740 SH SOLE 6,740 0 0
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 78463X889 35,014 767 SH SOLE 767 0 0
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 78464A508 84,983 1,502 SH SOLE 1,502 0 0
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 86,385 650 SH SOLE 650 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 12,456,161 36,858 SH SOLE 36,858 0 0
TEXAS INSTRS INC COM 882508104 135,898 700 SH SOLE 700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,591,118 7,306 SH SOLE 7,306 0 0
TJX COS INC COM 872540109 527,010 3,300 SH SOLE 3,300 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 69,596 167 SH SOLE 167 0 0
TRIMBLE INC COM 896239100 45,661 700 SH SOLE 700 0 0
UBER TECHNOLOGIES INC COM 90353T100 215,790 3,000 SH SOLE 3,000 0 0
UNION PAC CORP COM 907818108 863,727 3,560 SH SOLE 3,560 0 0
VALERO ENERGY CORP COM 91913Y100 197,664 800 SH SOLE 800 0 0
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF 922021605 297,240 3,000 SH SOLE 3,000 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF 921943858 133,335 2,081 SH SOLE 2,081 0 0
VANGUARD S&P 500 ETF 922908363 176,875 296 SH SOLE 296 0 0
VERALTO CORP COM 92338C103 617,437 6,983 SH SOLE 6,983 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,243,076 13,981 SH SOLE 13,981 0 0
VISA INC CL A COM 92826C839 1,571,648 5,200 SH SOLE 5,200 0 0
WABTEC COM 929740108 249,910 1,000 SH SOLE 1,000 0 0
WASTE MGMT INC COM 94106L109 1,130,797 4,921 SH SOLE 4,921 0 0
WELLS FARGO & CO COM 949746101 1,137,786 14,292 SH SOLE 14,292 0 0
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 233051879 26,406 809 SH SOLE 809 0 0
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 233051630 33,382 1,030 SH SOLE 1,030 0 0
ZOETIS INC CL A COM 98978V103 99,296 840 SH SOLE 840 0 0