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
3M CO COM 88579Y101 1,768,867 10,925 SH SOLE 10,925 0 0
ABBOTT LABORATORIES COM 002824100 986,956 10,877 SH SOLE 10,877 0 0
ALPHABET INC CAP STK CL A 02079K305 31,773,053 88,908 SH SOLE 88,908 0 0
AMAZON COM INC COM 023135106 21,364,560 89,639 SH SOLE 89,639 0 0
APPLE INC COM 037833100 25,228,250 87,186 SH SOLE 87,186 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,819,315 13,628 SH SOLE 13,628 0 0
BLACKROCK INC COM 09290D101 9,111,743 9,476 SH SOLE 9,476 0 0
BLACKSTONE INC COM 09260D107 4,239,886 36,032 SH SOLE 36,032 0 0
BOEING CO COM 097023105 15,490,106 71,558 SH SOLE 71,558 0 0
BROADCOM INC COM 11135F101 13,665,862 36,177 SH SOLE 36,177 0 0
CATERPILLAR INC COM 149123101 3,719,696 3,493 SH SOLE 3,493 0 0
CHEVRON CORPORATION COM 166764100 2,333,023 14,075 SH SOLE 14,075 0 0
COCA COLA CO COM 191216100 385,419 4,712 SH SOLE 4,712 0 0
CONSTELLATION BRANDS INC CL A 21036P108 366,224 2,633 SH SOLE 2,633 0 0
DANAHER CORP DEL COM 235851102 5,192,015 27,201 SH SOLE 27,201 0 0
DEERE & CO COM 244199105 3,123,631 4,912 SH SOLE 4,912 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 735,477 9,150 SH SOLE 9,150 0 0
DISNEY WALT CO COM 254687106 1,042,377 10,746 SH SOLE 10,746 0 0
EATON CORP PLC SHS G29183103 5,318,404 12,481 SH SOLE 12,481 0 0
ELI LILLY & CO COM 532457108 17,253,801 14,385 SH SOLE 14,385 0 0
EMERSON ELEC CO COM 291011104 877,939 6,133 SH SOLE 6,133 0 0
ENBRIDGE INC COM 29250N105 3,058,800 56,425 SH SOLE 56,425 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,455,182 39,586 SH SOLE 39,586 0 0
FEDEX CORP COM 31428X106 1,381,170 4,394 SH SOLE 4,394 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 313,778 2,078 SH SOLE 2,078 0 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 9,566,272 209,527 SH SOLE 209,527 0 0
GE VERNOVA INC COM 36828A101 11,601,947 9,871 SH SOLE 9,871 0 0
GENERAL MILLS INC COM 370334104 502,338 14,435 SH SOLE 14,435 0 0
HERCULES CAPITAL INC COM 427096508 729,675 46,270 SH SOLE 46,270 0 0
HOME DEPOT INC COM 437076102 313,180 888 SH SOLE 888 0 0
HONEYWELL AEROSPACE INC COM 43849R105 591,168 2,674 SH SOLE 2,674 0 0
HONEYWELL INTL INC COM 438516205 600,164 2,681 SH SOLE 2,681 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,608,539 9,587 SH SOLE 9,587 0 0
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 7,603,900 43,045 SH SOLE 43,045 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1,625,594 25,203 SH SOLE 25,203 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 479,926 651 SH SOLE 651 0 0
ISHARES TR CORE S&P SCP ETF 464287804 240,114 1,619 SH SOLE 1,619 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,422,891 1,900 SH SOLE 1,900 0 0
ISHARES TR EXPANDED TECH 464287515 7,289,405 80,457 SH SOLE 80,457 0 0
ISHARES TR ISHARES BIOTECH 464287556 5,484,700 28,838 SH SOLE 28,838 0 0
ISHARES TR ISHARES SEMICDTR 464287523 16,442,543 25,661 SH SOLE 25,661 0 0
ISHARES TR MSCI ACWI EX US 464288240 15,238,973 200,223 SH SOLE 200,223 0 0
ISHARES TR PFD AND INCM SEC 464288687 1,230,272 40,350 SH SOLE 40,350 0 0
ISHARES TR RUS 1000 ETF 464287622 511,152 1,248 SH SOLE 1,248 0 0
ISHARES TR RUSEL 2500 ETF 46435G268 11,649,655 127,138 SH SOLE 127,138 0 0
ISHARES TR S&P 100 ETF 464287101 3,049,527 8,335 SH SOLE 8,335 0 0
J P MORGAN EXCHANGE TRADED F ACTI HIGH YI ETF 46654Q633 27,116,699 537,374 SH SOLE 537,374 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 4,093,586 51,550 SH SOLE 51,550 0 0
JOHNSON & JOHNSON COM 478160104 4,012,793 15,800 SH SOLE 15,800 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 1,332,069 9,092 SH SOLE 9,092 0 0
JPMORGAN CHASE & CO COM 46625H100 9,006,970 27,516 SH SOLE 27,516 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 576,822 1,985 SH SOLE 1,985 0 0
LOCKHEED MARTIN CORP COM 539830109 1,470,302 2,886 SH SOLE 2,886 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,710,184 13,065 SH SOLE 13,065 0 0
MEDTRONIC PLC SHS G5960L103 1,091,022 13,818 SH SOLE 13,818 0 0
MERCK & CO INC COM 58933Y105 3,668,305 28,358 SH SOLE 28,358 0 0
MFS ACTIVE EXCHANGE TRADED F INTERNATINL ETF 55286W405 21,548,727 663,446 SH SOLE 663,446 0 0
MICROSOFT CORP COM 594918104 27,711,186 74,289 SH SOLE 74,289 0 0
MOODYS CORP COM 615369105 242,766 536 SH SOLE 536 0 0
NEXTERA ENERGY INC COM 65339F101 213,984 2,438 SH SOLE 2,438 0 0
NOVARTIS AG SPONSORED ADR 66987V109 1,791,780 11,433 SH SOLE 11,433 0 0
NVIDIA CORPORATION COM 67066G104 9,234,754 46,153 SH SOLE 46,153 0 0
ORACLE CORP COM 68389X105 238,438 1,627 SH SOLE 1,627 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 239,874 2,056 SH SOLE 2,056 0 0
PALO ALTO NETWORKS INC COM 697435105 19,497,137 57,173 SH SOLE 57,173 0 0
PEPSICO INC COM 713448108 2,325,840 17,178 SH SOLE 17,178 0 0
PFIZER INC COM 717081103 1,348,827 56,014 SH SOLE 56,014 0 0
PROCTER & GAMBLE CO COM 742718109 3,440,513 23,462 SH SOLE 23,462 0 0
RPM INTL INC COM 749685103 769,714 6,925 SH SOLE 6,925 0 0
RTX CORPORATION COM 75513E101 1,484,638 7,825 SH SOLE 7,825 0 0
RYDER SYS INC COM 783549108 1,071,846 4,064 SH SOLE 4,064 0 0
SALESFORCE INC COM 79466L302 4,690,589 29,857 SH SOLE 29,857 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2,036,468 70,320 SH SOLE 70,320 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 865,208 27,285 SH SOLE 27,285 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 760,997 20,640 SH SOLE 20,640 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,093,430 85,619 SH SOLE 85,619 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 11,523,476 72,630 SH SOLE 72,630 0 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 202,895 1,730 SH SOLE 1,730 0 0
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 439,066 8,190 SH SOLE 8,190 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 5,742,316 31,001 SH SOLE 31,001 0 0
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 6,087,198 119,756 SH SOLE 119,756 0 0
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 12,792,072 119,407 SH SOLE 119,407 0 0
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 6,652,104 146,716 SH SOLE 146,716 0 0
SERVICENOW INC COM 81762P102 4,298,973 43,302 SH SOLE 43,302 0 0
SNOWFLAKE INC COM SHS 833445109 6,773,263 26,614 SH SOLE 26,614 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 886,430 1,184 SH SOLE 1,184 0 0
STRYKER CORPORATION COM 863667101 5,768,419 18,271 SH SOLE 18,271 0 0
T ROWE PRICE EXCHANGE-TRADED PRICE BLUE CHIP 87283Q107 7,892,982 157,576 SH SOLE 157,576 0 0
T ROWE PRICE EXCHANGE-TRADED SMALL MID CAP 87283Q826 22,918,115 522,648 SH SOLE 522,648 0 0
TESLA INC COM 88160R101 6,201,747 14,745 SH SOLE 14,745 0 0
THE CIGNA GROUP COM 125523100 2,705,403 9,814 SH SOLE 9,814 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 387,915 773 SH SOLE 773 0 0
TJX COS INC NEW COM 872540109 10,830,735 71,490 SH SOLE 71,490 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 3,067,322 25,260 SH SOLE 25,260 0 0
UNILEVER PLC SPON ADR NEW 904767803 727,633 12,103 SH SOLE 12,103 0 0
UNION PAC CORP COM 907818108 3,234,826 11,893 SH SOLE 11,893 0 0
UNITED PARCEL SVCS INC CL B 911312106 283,800 2,640 SH SOLE 2,640 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,701,174 4,093 SH SOLE 4,093 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637 343,910 1,000 SH SOLE 1,000 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 256,535 3,184 SH SOLE 3,184 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,611,241 68,560 SH SOLE 68,560 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 204,606 675 SH SOLE 675 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,052,764 2,845 SH SOLE 2,845 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 216,829 2,589 SH SOLE 2,589 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9,242,337 111,825 SH SOLE 111,825 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 682,780 8,639 SH SOLE 8,639 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 5,168,190 15,258 SH SOLE 15,258 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2,550,750 35,800 SH SOLE 35,800 0 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 9,391,659 41,650 SH SOLE 41,650 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 11,976,922 79,777 SH SOLE 79,777 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 19,846,333 150,808 SH SOLE 150,808 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 358,560 3,000 SH SOLE 3,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,014,993 23,972 SH SOLE 23,972 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 12,664,567 37,825 SH SOLE 37,825 0 0
VISA INC COM CL A 92826C839 7,532,198 21,954 SH SOLE 21,954 0 0
WALMART INC COM 931142103 6,036,985 53,302 SH SOLE 53,302 0 0
WP CAREY INC COM 92936U109 1,713,569 23,655 SH SOLE 23,655 0 0