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 3,362,643 37,058 SH SOLE 37,058 0 0
ABBVIE INC COM 00287Y109 5,380,566 21,382 SH SOLE 21,382 0 0
ADVANCED MICRO DEVICES INC COM 007903107 22,551,507 38,821 SH SOLE 38,821 0 0
ALPHABET INC CAP STK CL A 02079K305 60,268,306 168,644 SH SOLE 168,644 0 0
ALPHABET INC CAP STK CL C 02079K107 7,651,361 21,655 SH SOLE 21,655 0 0
AMAZON COM INC COM 023135106 40,559,748 170,176 SH SOLE 170,176 0 0
AMETEK INC COM 031100100 7,495,301 30,980 SH SOLE 30,980 0 0
AMGEN INC COM 031162100 376,605 1,040 SH SOLE 1,040 0 0
AMPHENOL CORP CL A 032095101 15,977,060 90,614 SH SOLE 90,614 0 0
APPLE INC COM 037833100 59,447,982 205,446 SH SOLE 205,446 0 0
APPLIED MATLS INC COM 038222105 25,338,981 35,047 SH SOLE 35,047 0 0
APPLOVIN CORP COM CL A 03831W108 271,011 526 SH SOLE 526 0 0
ARISTA NETWORKS INC COM SHS 040413205 294,572 1,734 SH SOLE 1,734 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,292,128 10,235 SH SOLE 10,235 0 0
AUTOZONE INC COM 053332102 2,448,090 766 SH SOLE 766 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 337,763 675 SH SOLE 675 0 0
BHP BILLITON LIMITED SPONSORED ADS 088606108 5,310,013 63,738 SH SOLE 63,738 0 0
BLOOM ENERGY CORP COM CL A 093712107 9,632,519 31,822 SH SOLE 31,822 0 0
BOEING CO COM 097023105 4,365,767 20,168 SH SOLE 20,168 0 0
BOOKING HOLDINGS INC COM 09857L108 3,407,949 19,120 SH SOLE 19,120 0 0
BROADCOM INC COM 11135F101 28,793,616 76,224 SH SOLE 76,224 0 0
CAPITAL GROUP NEW GEOGRAPHY SHS 14021N105 19,254,328 513,997 SH SOLE 513,997 0 0
CAPITAL GRP FIXED INCM ETF T MUN INM ETF 14020Y201 4,232,770 154,087 SH SOLE 154,087 0 0
CAPITAL GRP FIXED INCM ETF T SHOR DUR MUN ETF 14020Y607 2,020,299 76,570 SH SOLE 76,570 0 0
CAPITAL GRP FIXED INCM ETF T SHORT DURATION 14020Y409 5,589,354 217,231 SH SOLE 217,231 0 0
CATERPILLAR INC COM 149123101 8,219,963 7,719 SH SOLE 7,719 0 0
CELESTICA INC COM 15101Q207 225,811 619 SH SOLE 619 0 0
CHEVRON CORPORATION COM 166764100 5,860,942 35,358 SH SOLE 35,358 0 0
CISCO SYS INC COM 17275R102 7,355,463 62,621 SH SOLE 62,621 0 0
COHERENT CORP COM 19247G107 8,918,967 22,610 SH SOLE 22,610 0 0
COMFORT SYS USA INC COM 199908104 249,726 126 SH SOLE 126 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 12,003,951 12,832 SH SOLE 12,832 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,800,817 10,222 SH SOLE 10,222 0 0
CSX CORP COM 126408103 3,136,552 65,991 SH SOLE 65,991 0 0
DANAHER CORP DEL COM 235851102 2,001,373 10,507 SH SOLE 10,507 0 0
DEERE & CO COM 244199105 4,299,489 6,778 SH SOLE 6,778 0 0
DISNEY WALT CO COM 254687106 2,296,245 23,857 SH SOLE 23,857 0 0
ELI LILLY & CO COM 532457108 13,521,174 11,273 SH SOLE 11,273 0 0
EOG RES INC COM 26875P101 6,136,229 47,300 SH SOLE 47,300 0 0
EXPEDIA GROUP INC COM NEW 30212P303 333,923 1,305 SH SOLE 1,305 0 0
EXXON MOBIL CORP COM 30231G102 7,965,307 58,260 SH SOLE 58,260 0 0
FASTENAL CO COM 311900104 7,628,797 158,834 SH SOLE 158,834 0 0
GE AEROSPACE COM NEW 369604301 15,949,675 42,677 SH SOLE 42,677 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1,140,082 17,811 SH SOLE 17,811 0 0
GE VERNOVA INC COM 36828A101 15,676,157 13,343 SH SOLE 13,343 0 0
HOME DEPOT INC COM 437076102 9,590,780 27,194 SH SOLE 27,194 0 0
HONEYWELL AEROSPACE INC COM 43849R105 1,310,562 5,928 SH SOLE 5,928 0 0
HONEYWELL INTL INC COM 438516205 1,757,907 7,222 SH SOLE 7,222 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,612,690 11,599 SH SOLE 11,599 0 0
ISHARES INC MSCI STH KOR ETF 464286772 724,215 3,587 SH SOLE 3,587 0 0
ISHARES TR CORE S&P US GWT 464287671 218,082 1,159 SH SOLE 1,159 0 0
ISHARES TR MSCI ACWI EX US 464288240 1,275,604 16,760 SH SOLE 16,760 0 0
ISHARES TR RUS 1000 ETF 464287622 1,508,598 3,684 SH SOLE 3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,346,127 10,841 SH SOLE 10,841 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 549,831 2,268 SH SOLE 2,268 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 1,593,157 31,504 SH SOLE 31,504 0 0
JOHNSON & JOHNSON COM 478160104 9,459,621 37,247 SH SOLE 37,247 0 0
JPMORGAN CHASE & CO COM 46625H100 248,771 760 SH SOLE 760 0 0
LINDE PLC SHS G54950103 3,492,985 6,731 SH SOLE 6,731 0 0
LOCKHEED MARTIN CORP COM 539830109 4,868,909 9,557 SH SOLE 9,557 0 0
MARRIOTT INTL INC NEW CL A 571903202 6,192,929 16,711 SH SOLE 16,711 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,400,525 8,568 SH SOLE 8,568 0 0
MCKESSON CORP COM 58155Q103 3,675,994 4,865 SH SOLE 4,865 0 0
MEDTRONIC PLC SHS G5960L103 2,053,929 26,255 SH SOLE 26,255 0 0
MERCADOLIBRE INC COM 58733R102 4,418,306 2,603 SH SOLE 2,603 0 0
MERCK & CO INC COM 58933Y105 5,040,541 39,226 SH SOLE 39,226 0 0
META PLATFORMS INC CL A 30303M102 25,606,600 45,459 SH SOLE 45,459 0 0
MICRON TECHNOLOGY INC COM 595112103 76,512,113 66,285 SH SOLE 66,285 0 0
MICROSOFT CORP COM 594918104 45,520,201 122,032 SH SOLE 122,032 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 843,147 3,053 SH SOLE 3,053 0 0
NETFLIX INC. COM 64110L106 5,639,458 78,984 SH SOLE 78,984 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 2,910,276 217,835 SH SOLE 217,835 0 0
NVIDIA CORPORATION COM 67066G104 85,824,204 428,928 SH SOLE 428,928 0 0
NVIDIA CORPORATION COM 67066G104 1,400,630 7,000 SH Call SOLE 7,000 0 0
ORACLE CORP COM 68389X105 427,047 2,914 SH SOLE 2,914 0 0
PALO ALTO NETWORKS INC COM 697435105 4,748,021 13,923 SH SOLE 13,923 0 0
PROCTER & GAMBLE CO COM 742718109 4,800,114 32,734 SH SOLE 32,734 0 0
QUALCOMM INC COM 747525103 2,787,927 15,087 SH SOLE 15,087 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 1,504,620 20,374 SH SOLE 20,374 0 0
RTX CORPORATION COM 75513E101 3,583,241 18,886 SH SOLE 18,886 0 0
SALESFORCE INC COM 79466L302 3,073,826 19,621 SH SOLE 19,621 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 12,143,124 76,536 SH SOLE 76,536 0 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 12,235,024 104,323 SH SOLE 104,323 0 0
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 107,331,733 2,002,084 SH SOLE 2,002,084 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 6,336,074 34,207 SH SOLE 34,207 0 0
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 15,665,820 146,232 SH SOLE 146,232 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 52,813,957 277,210 SH SOLE 277,210 0 0
SERVICENOW INC COM 81762P102 3,124,540 31,472 SH SOLE 31,472 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 299,723 2,625 SH SOLE 2,625 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 8,527,776 53,888 SH SOLE 53,888 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 649,690 870 SH SOLE 870 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,710,782 11,958 SH SOLE 11,958 0 0
TESLA INC COM 88160R101 14,801,755 35,192 SH SOLE 35,192 0 0
TEXAS INSTRS INC COM 882508104 3,758,365 12,609 SH SOLE 12,609 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,517,040 7,015 SH SOLE 7,015 0 0
TJX COS INC NEW COM 872540109 8,309,169 54,846 SH SOLE 54,846 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,663,415 30,468 SH SOLE 30,468 0 0
VALERO ENERGY CORP COM 91913Y100 12,600,348 48,381 SH SOLE 48,381 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 31,107,223 47,428 SH SOLE 47,428 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 46,613,010 564,186 SH SOLE 564,186 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 26,419,367 120,521 SH SOLE 120,521 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 876,172 10,171 SH SOLE 10,171 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 12,668,219 157,232 SH SOLE 157,232 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,516,476 2,208 SH SOLE 2,208 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 11,702,870 38,608 SH SOLE 38,608 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 226,647 1,040 SH SOLE 1,040 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,269,650 15,160 SH SOLE 15,160 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18,466,383 309,371 SH SOLE 309,371 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 62,802,818 881,443 SH SOLE 881,443 0 0
VANGUARD WORLD FD FINANCIALS ETF 92204A405 593,911 4,513 SH SOLE 4,513 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 59,848,612 366,159 SH SOLE 366,159 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 120,582,831 1,371,662 SH SOLE 1,371,662 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 957,920 2,861 SH SOLE 2,861 0 0
VISA INC COM CL A 92826C839 7,529,453 21,946 SH SOLE 21,946 0 0
WOLFSPEED INC COMMON STOCK 97785W106 583,825 12,100 SH SOLE 12,100 0 0