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
ABBVIE INC COM 00287Y109 9,489,848 37,712 SH SOLE 37,712 0 0
AEHR TEST SYS COM 00760J108 4,692,723 48,852 SH SOLE 48,852 0 0
AEROVIRONMENT INC COM 008073108 2,192,955 13,285 SH SOLE 13,285 0 0
ALPHABET INC CAP STK CL A 02079K305 8,588,316 24,032 SH SOLE 24,032 0 0
AMAZON COM INC COM 023135106 9,945,213 41,727 SH SOLE 41,727 0 0
AMPHENOL CORP CL A 032095101 5,805,160 32,924 SH SOLE 32,924 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 1,376,409 99,308 SH SOLE 99,308 0 0
APPLE INC COM 037833100 6,171,181 21,327 SH SOLE 21,327 0 0
AXON ENTERPRISE INC COM 05464C101 3,304,796 5,895 SH SOLE 5,895 0 0
BOEING CO COM 097023105 5,810,488 26,842 SH SOLE 26,842 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,957,006 45,853 SH SOLE 45,853 0 0
BROADCOM INC COM 11135F101 9,983,933 26,430 SH SOLE 26,430 0 0
CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT 14020W106 14,419,870 292,611 SH SOLE 292,611 0 0
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 14020Y300 11,346,022 415,149 SH SOLE 415,149 0 0
CERUS CORP COM 157085101 58,400 20,000 SH SOLE 20,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1,770,696 32,466 SH SOLE 32,466 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,312,218 6,961 SH SOLE 6,961 0 0
DATADOG INC CL A COM 23804L103 10,851,284 41,678 SH SOLE 41,678 0 0
D-WAVE QUANTUM INC COM 26740W109 2,979,726 124,207 SH SOLE 124,207 0 0
EATON CORP PLC SHS G29183103 6,343,222 14,886 SH SOLE 14,886 0 0
ELI LILLY & CO COM 532457108 8,186,110 6,825 SH SOLE 6,825 0 0
ENPHASE ENERGY INC COM 29355A107 1,681,448 34,148 SH SOLE 34,148 0 0
ENTERGY CORP NEW COM 29364G103 7,524,823 65,513 SH SOLE 65,513 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 681,245 115,858 SH SOLE 115,858 0 0
FIDELITY COVINGTON TRUST VLU FACTOR ETF 316092782 3,066,641 39,349 SH SOLE 39,349 0 0
FIRST SOLAR INC COM 336433107 3,980,409 16,869 SH SOLE 16,869 0 0
GE AEROSPACE COM NEW 369604301 9,210,202 24,644 SH SOLE 24,644 0 0
GRAIL INC COM 384747101 1,106,998 16,215 SH SOLE 16,215 0 0
HONEYWELL AEROSPACE INC COM 43849R105 2,989,665 13,523 SH SOLE 13,523 0 0
HONEYWELL INTL INC COM 438516205 3,027,800 13,523 SH SOLE 13,523 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 1,348,998 300,445 SH SOLE 300,445 0 0
INTEL CORP COM 458140100 17,612,509 126,137 SH SOLE 126,137 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,572,159 23,371 SH SOLE 23,371 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,745,879 14,449 SH SOLE 14,449 0 0
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 11,025,713 204,067 SH SOLE 204,067 0 0
IONQ INC COM 46222L108 3,893,040 73,095 SH SOLE 73,095 0 0
ISHARES INC CORE MSCI EMKT 46434G103 378,744 4,572 SH SOLE 4,572 0 0
ISHARES INC EM MKTS DIV ETF 464286319 1,722,661 53,449 SH SOLE 53,449 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 2,698,057 26,801 SH SOLE 26,801 0 0
ISHARES TR CORE DIV GRWTH 46434V621 2,385,339 31,473 SH SOLE 31,473 0 0
ISHARES TR CORE MSCI EAFE 46432F842 237,973 2,464 SH SOLE 2,464 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 699,193 7,326 SH SOLE 7,326 0 0
ISHARES TR CORE S&P TTL STK 464287150 2,663,474 16,214 SH SOLE 16,214 0 0
ISHARES TR EAFE VALUE ETF 464288877 3,098,821 40,481 SH SOLE 40,481 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 4,755,090 38,295 SH SOLE 38,295 0 0
ISHARES TR RUS TP200 GR ETF 464289438 2,398,777 8,254 SH SOLE 8,254 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 4,104,170 29,842 SH SOLE 29,842 0 0
ISHARES TR SELECT DIVID ETF 464287168 619,886 3,966 SH SOLE 3,966 0 0
ISHARES TR US INFRASTRUC 46435U713 6,649,837 105,486 SH SOLE 105,486 0 0
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 2,672,498 55,274 SH SOLE 55,274 0 0
JOBY AVIATION INC COMMON STOCK G65163100 2,226,575 249,616 SH SOLE 249,616 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,038,352 40,882 SH SOLE 40,882 0 0
LUMENTUM HLDGS INC COM 55024U109 7,397,335 8,621 SH SOLE 8,621 0 0
MARVELL TECHNOLOGY INC COM 573874104 21,324,307 71,585 SH SOLE 71,585 0 0
MASTEC INC COM 576323109 8,449,346 20,308 SH SOLE 20,308 0 0
META PLATFORMS INC CL A 30303M102 5,365,901 9,526 SH SOLE 9,526 0 0
MICROSOFT CORP COM 594918104 7,338,609 19,674 SH SOLE 19,674 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,110,310 2,250 SH SOLE 2,250 0 0
MORGAN STANLEY ETF TRUST EATO VANC BD ETF 61774R841 14,247,329 280,957 SH SOLE 280,957 0 0
NATERA INC COM 632307104 3,050,555 11,238 SH SOLE 11,238 0 0
NETFLIX INC. COM 64110L106 4,917,889 68,878 SH SOLE 68,878 0 0
NVIDIA CORPORATION COM 67066G104 12,661,495 63,279 SH SOLE 63,279 0 0
OKLO INC COM CL A 02156V109 1,542,793 29,482 SH SOLE 29,482 0 0
PALO ALTO NETWORKS INC COM 697435105 10,559,855 30,966 SH SOLE 30,966 0 0
PDF SOLUTIONS INC COM 693282105 4,484,688 63,352 SH SOLE 63,352 0 0
PGIM ETF TR PGIM ULTRA SH BD 69344A107 8,227,034 166,035 SH SOLE 166,035 0 0
PIMCO ETF TR ACTIVE BD ETF 72201R775 15,054,481 163,263 SH SOLE 163,263 0 0
PLUG PWR INC COM NEW 72919P202 1,402,590 517,561 SH SOLE 517,561 0 0
QUANTA SVCS INC COM 74762E102 5,580,310 7,750 SH SOLE 7,750 0 0
RED CAT HLDGS INC COM 75644T100 809,176 75,979 SH SOLE 75,979 0 0
RTX CORPORATION COM 75513E101 5,481,110 28,889 SH SOLE 28,889 0 0
SNOWFLAKE INC COM SHS 833445109 6,432,488 25,275 SH SOLE 25,275 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 279,090 3,150 SH SOLE 3,150 0 0
SYMBOTIC INC CLASS A COM 87151X101 2,066,936 45,983 SH SOLE 45,983 0 0
TEMPUS AI INC CL A 88023B103 2,371,886 40,944 SH SOLE 40,944 0 0
TERADYNE INC COM 880770102 8,715,894 18,014 SH SOLE 18,014 0 0
TOAST INC CL A 888787108 1,936,912 69,623 SH SOLE 69,623 0 0
TTM TECHNOLOGIES INC COM 87305R109 4,698,690 25,124 SH SOLE 25,124 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 818,740 2,673 SH SOLE 2,673 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 2,133,494 5,834 SH SOLE 5,834 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8,538,146 169,981 SH SOLE 169,981 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 203,863 2,076 SH SOLE 2,076 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,382,124 13,088 SH SOLE 13,088 0 0
VICOR CORP COM 925815102 9,314,105 24,525 SH SOLE 24,525 0 0