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 281,360 1,738 SH SOLE 0 0 1,738
ABBOTT LABORATORIES COM 002824100 2,627,740 28,959 SH SOLE 0 0 28,959
ABBVIE INC COM 00287Y109 4,625,163 18,380 SH SOLE 0 0 18,380
ADVANCED MICRO DEVICES INC COM 007903107 865,556 1,490 SH SOLE 0 0 1,490
AFLAC INC COM 001055102 1,926,066 16,427 SH SOLE 0 0 16,427
AGILENT TECHNOLOGIES INC COM 00846U101 274,672 2,068 SH SOLE 0 0 2,068
AIR PRODUCTS AND CHEMICALS I COM 009158106 7,377,111 25,162 SH SOLE 0 0 25,162
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 959,809 18,161 SH SOLE 0 0 18,161
ALPHABET INC CAP STK CL A 02079K305 31,172,919 87,229 SH SOLE 0 0 87,229
ALPHABET INC CAP STK CL C 02079K107 19,093,279 54,038 SH SOLE 0 0 54,038
AMAZON COM INC COM 023135106 21,510,662 90,252 SH SOLE 0 0 90,252
AMENTUM HOLDINGS INC COM 023939101 3,836,580 185,611 SH SOLE 0 0 185,611
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 13,004,601 126,197 SH SOLE 0 0 126,197
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 7,721,130 80,020 SH SOLE 0 0 80,020
AMERICAN CENTY ETF TR US SML CP VALU 025072877 5,834,651 46,767 SH SOLE 0 0 46,767
AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 5,626,886 72,680 SH SOLE 0 0 72,680
AMERICAN ELEC PWR CO INC COM 025537101 7,989,658 58,400 SH SOLE 0 0 58,400
AMERICAN HOMES 4 RENT CL A 02665T306 270,716 8,076 SH SOLE 0 0 8,076
AMGEN INC COM 031162100 9,411,515 25,990 SH SOLE 0 0 25,990
APPLE INC COM 037833100 64,364,306 222,437 SH SOLE 0 0 222,437
APPLIED MATLS INC COM 038222105 1,261,635 1,745 SH SOLE 0 0 1,745
ARISTA NETWORKS INC COM SHS 040413205 1,495,624 8,804 SH SOLE 0 0 8,804
ASML HLDG NV N Y REGISTRY SHS N07059210 16,932,124 8,511 SH SOLE 0 0 8,511
AT&T INC COM 00206R102 454,830 21,972 SH SOLE 0 0 21,972
BANK OF AMER CORP COM 060505104 222,109 3,898 SH SOLE 0 0 3,898
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,370,221 28,718 SH SOLE 0 0 28,718
BLACKROCK INC COM 09290D101 286,545 298 SH SOLE 0 0 298
BOEING CO COM 097023105 271,286 1,253 SH SOLE 0 0 1,253
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 145,763 45,982 SH SOLE 0 0 45,982
BRISTOL-MYERS SQUIBB CO COM 110122108 6,440,759 111,780 SH SOLE 0 0 111,780
BROADCOM INC COM 11135F101 1,515,156 4,011 SH SOLE 0 0 4,011
CAMDEN PPTY TR SH BEN INT 133131102 1,879,869 16,420 SH SOLE 0 0 16,420
CARDINAL HEALTH INC COM 14149Y108 305,418 1,286 SH SOLE 0 0 1,286
CARRIER GLOBAL CORPORATION COM 14448C104 13,754,817 187,523 SH SOLE 0 0 187,523
CATERPILLAR INC COM 149123101 3,159,649 2,967 SH SOLE 0 0 2,967
CBRE GROUP INC CL A 12504L109 7,129,008 52,929 SH SOLE 0 0 52,929
CHEVRON CORPORATION COM 166764100 17,055,399 102,892 SH SOLE 0 0 102,892
CISCO SYS INC COM 17275R102 13,995,687 119,153 SH SOLE 0 0 119,153
COCA COLA CO COM 191216100 784,590 9,654 SH SOLE 0 0 9,654
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 909,378 17,197 SH SOLE 0 0 17,197
COMCAST CORP NEW CL A 20030N101 265,459 10,813 SH SOLE 0 0 10,813
CONSTELLATION ENERGY CORP COM 21037T109 480,348 1,934 SH SOLE 0 0 1,934
CORNING INC COM 219350105 300,642 1,177 SH SOLE 0 0 1,177
COSTCO WHOLESALE CORPORATION COM 22160K105 16,552,830 17,695 SH SOLE 0 0 17,695
CROWDSTRIKE HLDGS INC CL A 22788C105 2,969,378 3,891 SH SOLE 0 0 3,891
D R HORTON INC COM 23331A109 540,539 3,319 SH SOLE 0 0 3,319
DANAHER CORP DEL COM 235851102 9,057,619 47,552 SH SOLE 0 0 47,552
DEERE & CO COM 244199105 2,086,032 3,289 SH SOLE 0 0 3,289
DIGITAL RLTY TR INC COM 253868103 1,370,016 7,629 SH SOLE 0 0 7,629
DISNEY WALT CO COM 254687106 6,851,996 71,190 SH SOLE 0 0 71,190
EA SERIES TRUST FREEDOM 100 EM 02072L607 309,971 4,252 SH SOLE 0 0 4,252
ECOLAB INC COM 278865100 282,711 1,015 SH SOLE 0 0 1,015
EDWARDS LIFESCIENCES CORP COM 28176E108 7,491,084 82,811 SH SOLE 0 0 82,811
ELI LILLY & CO COM 532457108 2,761,088 2,302 SH SOLE 0 0 2,302
EMERSON ELEC CO COM 291011104 1,206,679 8,429 SH SOLE 0 0 8,429
ENBRIDGE INC COM 29250N105 6,746,290 124,447 SH SOLE 0 0 124,447
EOG RES INC COM 26875P101 18,300,672 141,067 SH SOLE 0 0 141,067
EXELON CORP COM 30161N101 265,128 5,687 SH SOLE 0 0 5,687
EXXON MOBIL CORP COM 30231G102 3,221,284 23,561 SH SOLE 0 0 23,561
FIRST INTST BANCSYSTEM INC COM 32055Y201 253,070 6,563 SH SOLE 0 0 6,563
FORTINET INC COM 34959E109 296,948 1,933 SH SOLE 0 0 1,933
GE AEROSPACE COM NEW 369604301 979,389 2,621 SH SOLE 0 0 2,621
GE VERNOVA INC COM 36828A101 334,836 285 SH SOLE 0 0 285
GENUINE PARTS CO COM 372460105 4,584,528 38,859 SH SOLE 0 0 38,859
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 232,463 6,087 SH SOLE 0 0 6,087
GOLDMAN SACHS GROUP INC COM 38141G104 8,469,191 8,374 SH SOLE 0 0 8,374
HOME DEPOT INC COM 437076102 22,366,542 63,419 SH SOLE 0 0 63,419
HONEYWELL AEROSPACE INC COM 43849R105 5,716,245 25,856 SH SOLE 0 0 25,856
HONEYWELL INTL INC COM 438516205 5,789,159 25,856 SH SOLE 0 0 25,856
HUBBELL INC COM 443510607 365,717 699 SH SOLE 0 0 699
ILLUMINA INC COM 452327109 481,249 2,737 SH SOLE 0 0 2,737
INTEL CORP COM 458140100 333,809 2,391 SH SOLE 0 0 2,391
INTERNATIONAL BUSINESS MACHS COM 459200101 1,902,453 6,765 SH SOLE 0 0 6,765
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,605,039 21,643 SH SOLE 0 0 21,643
INVESCO QQQ TR UNIT SER 1 46090E103 14,453,178 19,627 SH SOLE 0 0 19,627
IQVIA HLDGS INC COM 46266C105 9,034,002 46,755 SH SOLE 0 0 46,755
ISHARES GOLD TR ISHARES NEW 464285204 271,988 3,602 SH SOLE 0 0 3,602
ISHARES INC MSCI EMRG CHN 46434G764 687,047 6,716 SH SOLE 0 0 6,716
ISHARES TR CORE S&P500 ETF 464287200 15,185,547 20,277 SH SOLE 0 0 20,277
ISHARES TR CORE S&P MCP ETF 464287507 14,905,747 193,305 SH SOLE 0 0 193,305
ISHARES TR CORE S&P SCP ETF 464287804 8,693,952 58,620 SH SOLE 0 0 58,620
ISHARES TR CORE MSCI EAFE 46432F842 6,748,679 69,877 SH SOLE 0 0 69,877
ISHARES TR EAFE VALUE ETF 464288877 4,579,461 59,823 SH SOLE 0 0 59,823
ISHARES TR RUS MDCP VAL ETF 464287473 2,933,148 17,820 SH SOLE 0 0 17,820
ISHARES TR ISHARES SEMICDTR 464287523 2,698,241 4,211 SH SOLE 0 0 4,211
ISHARES TR ISHARES BIOTECH 464287556 1,637,431 8,609 SH SOLE 0 0 8,609
ISHARES TR IBOXX HI YD ETF 464288513 1,006,057 12,580 SH SOLE 0 0 12,580
ISHARES TR PFD AND INCM SEC 464288687 985,988 32,338 SH SOLE 0 0 32,338
ISHARES TR RUS 1000 GRW ETF 464287614 889,058 7,160 SH SOLE 0 0 7,160
ISHARES TR EXPANDED TECH 464287515 691,641 7,634 SH SOLE 0 0 7,634
ISHARES TR MSCI EAFE ETF 464287465 520,335 5,009 SH SOLE 0 0 5,009
ISHARES TR RUS 1000 ETF 464287622 214,578 524 SH SOLE 0 0 524
ISHARES TR MRGSTR MD CP GRW 464288307 209,085 2,127 SH SOLE 0 0 2,127
JACOBS SOLUTIONS INC COM 46982L108 8,635,927 68,539 SH SOLE 0 0 68,539
JOHNSON & JOHNSON COM 478160104 11,694,985 46,049 SH SOLE 0 0 46,049
JPMORGAN CHASE & CO COM 46625H100 21,379,296 65,314 SH SOLE 0 0 65,314
KIMBERLY-CLARK CORP COM 494368103 670,017 6,104 SH SOLE 0 0 6,104
KIMCO REALTY CORP COM 49446R109 703,068 27,734 SH SOLE 0 0 27,734
KLA CORP COM NEW 482480100 1,820,820 6,035 SH SOLE 0 0 6,035
L3HARRIS TECHNOLOGIES INC COM 502431109 407,698 1,403 SH SOLE 0 0 1,403
LAM RESEARCH CORP COM NEW 512807306 2,146,717 4,954 SH SOLE 0 0 4,954
LENNAR CORP CL A 526057104 206,638 2,284 SH SOLE 0 0 2,284
LOCKHEED MARTIN CORP COM 539830109 6,689,720 13,131 SH SOLE 0 0 13,131
MARRIOTT INTL INC NEW CL A 571903202 301,290 813 SH SOLE 0 0 813
MASTERCARD INCORPORATED CL A 57636Q104 12,150,236 23,657 SH SOLE 0 0 23,657
MCDONALDS CORP COM 580135101 5,860,567 21,681 SH SOLE 0 0 21,681
MEDTRONIC PLC SHS G5960L103 5,392,131 68,927 SH SOLE 0 0 68,927
MERCK & CO INC COM 58933Y105 1,803,502 14,035 SH SOLE 0 0 14,035
META PLATFORMS INC CL A 30303M102 6,320,678 11,221 SH SOLE 0 0 11,221
MICROCHIP TECHNOLOGY INC. COM 595017104 1,074,336 11,780 SH SOLE 0 0 11,780
MICRON TECHNOLOGY INC COM 595112103 1,318,200 1,142 SH SOLE 0 0 1,142
MICROSOFT CORP COM 594918104 12,669,400 33,964 SH SOLE 0 0 33,964
MID-AMER APT CMNTYS INC COM 59522J103 1,897,290 13,655 SH SOLE 0 0 13,655
MONDELEZ INTL INC CL A 609207105 246,110 4,255 SH SOLE 0 0 4,255
MORGAN STANLEY COM NEW 617446448 26,444,996 126,507 SH SOLE 0 0 126,507
NETFLIX INC. COM 64110L106 7,364,054 103,138 SH SOLE 0 0 103,138
NEXTERA ENERGY INC COM 65339F101 7,703,520 87,769 SH SOLE 0 0 87,769
NIKE INC CL B 654106103 1,512,693 36,850 SH SOLE 0 0 36,850
NORTHROP GRUMMAN CORP COM 666807102 11,727,881 23,027 SH SOLE 0 0 23,027
NOVARTIS AG SPONSORED ADR 66987V109 3,993,654 25,483 SH SOLE 0 0 25,483
NOVO-NORDISK A S ADR 670100205 238,166 4,968 SH SOLE 0 0 4,968
NVIDIA CORPORATION COM 67066G104 5,630,601 28,140 SH SOLE 0 0 28,140
NXP SEMICONDUCTORS N V COM N6596X109 10,696,677 38,062 SH SOLE 0 0 38,062
ORACLE CORP COM 68389X105 512,046 3,494 SH SOLE 0 0 3,494
PALANTIR TECHNOLOGIES INC CL A 69608A108 510,782 4,378 SH SOLE 0 0 4,378
PALO ALTO NETWORKS INC COM 697435105 28,961,465 84,926 SH SOLE 0 0 84,926
PEPSICO INC COM 713448108 20,108,880 148,515 SH SOLE 0 0 148,515
PFIZER INC COM 717081103 624,964 25,954 SH SOLE 0 0 25,954
PHILIP MORRIS INTL INC COM 718172109 508,733 2,812 SH SOLE 0 0 2,812
PHILLIPS 66 COM 718546104 9,406,680 55,644 SH SOLE 0 0 55,644
PNC FINL SVCS GROUP INC COM 693475105 8,758,257 35,571 SH SOLE 0 0 35,571
PRICE T ROWE GROUP INC COM 74144T108 597,668 5,257 SH SOLE 0 0 5,257
PROCTER & GAMBLE CO COM 742718109 16,449,854 112,178 SH SOLE 0 0 112,178
PROLOGIS INC. COM 74340W103 1,983,552 14,642 SH SOLE 0 0 14,642
QUALCOMM INC COM 747525103 32,030,002 173,332 SH SOLE 0 0 173,332
REALTY INCOME CORP COM 756109104 6,505,789 105,000 SH SOLE 0 0 105,000
REGENCY CTRS CORP COM 758849103 387,058 4,854 SH SOLE 0 0 4,854
REGENERON PHARMACEUTICALS COM 75886F107 309,900 497 SH SOLE 0 0 497
REPUBLIC SVCS INC COM 760759100 9,588,193 44,998 SH SOLE 0 0 44,998
RESMED INC COM 761152107 6,976,815 35,801 SH SOLE 0 0 35,801
ROCKWELL AUTOMATION INC COM 773903109 10,080,289 20,361 SH SOLE 0 0 20,361
RTX CORPORATION COM 75513E101 7,019,318 36,996 SH SOLE 0 0 36,996
SALESFORCE INC COM 79466L302 371,704 2,373 SH SOLE 0 0 2,373
SCHWAB CHARLES CORP COM 808513105 384,004 4,162 SH SOLE 0 0 4,162
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 773,292 24,386 SH SOLE 0 0 24,386
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 296,383 10,234 SH SOLE 0 0 10,234
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 285,886 8,448 SH SOLE 0 0 8,448
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 5,218,111 98,251 SH SOLE 0 0 98,251
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 3,983,620 25,108 SH SOLE 0 0 25,108
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,179,013 26,004 SH SOLE 0 0 26,004
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 915,847 11,025 SH SOLE 0 0 11,025
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 349,544 1,835 SH SOLE 0 0 1,835
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 284,143 1,534 SH SOLE 0 0 1,534
SEMPRA COM 816851109 219,723 2,370 SH SOLE 0 0 2,370
SERVICENOW INC COM 81762P102 9,549,049 96,183 SH SOLE 0 0 96,183
SL GREEN RLTY CORP COM 78440X887 539,465 10,420 SH SOLE 0 0 10,420
SOUTHERN CO COM 842587107 6,939,999 72,511 SH SOLE 0 0 72,511
SPDR GOLD TR GOLD SHS 78463V107 885,954 2,405 SH SOLE 0 0 2,405
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 281,630 5,589 SH SOLE 0 0 5,589
SPDR SERIES TRUST ST STR PR SP1500 78464A805 1,612,340 17,759 SH SOLE 0 0 17,759
SPDR SERIES TRUST ST STR CONV ETF 78464A359 886,389 8,221 SH SOLE 0 0 8,221
STARBUCKS CORP COM 855244109 497,627 4,870 SH SOLE 0 0 4,870
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,068,873 4,110 SH SOLE 0 0 4,110
STRYKER CORPORATION COM 863667101 207,165 658 SH SOLE 0 0 658
SYSCO CORP COM 871829107 593,418 7,100 SH SOLE 0 0 7,100
TE CONNECTIVITY PLC ORD SHS G87052109 8,571,248 42,514 SH SOLE 0 0 42,514
TESLA INC COM 88160R101 483,270 1,149 SH SOLE 0 0 1,149
TEXAS INSTRS INC COM 882508104 326,387 1,095 SH SOLE 0 0 1,095
TRAVELERS COMPANIES INC COM 89417E109 16,223,656 49,145 SH SOLE 0 0 49,145
UDR INC COM 902653104 1,806,739 45,259 SH SOLE 0 0 45,259
UNION PAC CORP COM 907818108 2,201,510 8,094 SH SOLE 0 0 8,094
UNITED PARCEL SVCS INC CL B 911312106 1,705,273 15,863 SH SOLE 0 0 15,863
VALERO ENERGY CORP COM 91913Y100 205,227 788 SH SOLE 0 0 788
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 4,189,826 6,388 SH SOLE 0 0 6,388
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 611,486 5,592 SH SOLE 0 0 5,592
VANGUARD INDEX FDS TOTAL STK MKT 922908769 40,688,611 109,957 SH SOLE 0 0 109,957
VANGUARD INDEX FDS SM CP VAL ETF 922908611 2,734,927 11,255 SH SOLE 0 0 11,255
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2,025,816 8,228 SH SOLE 0 0 8,228
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,144,721 11,871 SH SOLE 0 0 11,871
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,032,299 1,503 SH SOLE 0 0 1,503
VANGUARD INDEX FDS VALUE ETF 922908744 354,393 1,626 SH SOLE 0 0 1,626
VANGUARD INDEX FDS SMALL CP ETF 922908751 284,933 940 SH SOLE 0 0 940
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 30,133,351 359,801 SH SOLE 0 0 359,801
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 446,570 7,481 SH SOLE 0 0 7,481
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9,101,868 115,170 SH SOLE 0 0 115,170
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7,213,351 87,276 SH SOLE 0 0 87,276
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 819,320 3,463 SH SOLE 0 0 3,463
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 22,546,488 316,442 SH SOLE 0 0 316,442
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7,018,503 44,412 SH SOLE 0 0 44,412
VANGUARD WORLD FD INF TECH ETF 92204A702 1,811,963 15,160 SH SOLE 0 0 15,160
VERIZON COMMUNICATIONS INC COM 92343V104 608,787 14,379 SH SOLE 0 0 14,379
VERTEX PHARMACEUTICALS INC COM 92532F100 12,065,075 24,289 SH SOLE 0 0 24,289
VISA INC COM CL A 92826C839 21,451,224 62,524 SH SOLE 0 0 62,524
WALMART INC COM 931142103 6,070,890 53,601 SH SOLE 0 0 53,601
WASTE MGMT INC DEL COM 94106L109 4,431,333 19,882 SH SOLE 0 0 19,882
WELLS FARGO & CO COM 949746101 1,153,324 13,956 SH SOLE 0 0 13,956
WEYERHAEUSER CO COM NEW 962166104 228,208 9,532 SH SOLE 0 0 9,532
WILLIAMS SONOMA INC COM 969904101 9,231,926 39,605 SH SOLE 0 0 39,605
WISDOMTREE TR INTL SMCAP DIV 97717W760 244,248 2,915 SH SOLE 0 0 2,915
WW GRAINGER INC COM 384802104 544,160 400 SH SOLE 0 0 400
XYLEM INC COM 98419M100 451,280 3,818 SH SOLE 0 0 3,818