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 442,087 1,756 SH SOLE 0 0 0 1,756
ADVANCED MICRO DEVICES INC COM 007903107 1,074,102 1,849 SH SOLE 0 0 0 1,849
AKEBIA THREAPEUTICS INC COM 00972D105 13,051 11,448 SH SOLE 0 0 0 11,448
ALLSPRING EXCHANGE TRADED FU BROAD MARKET COR 01989A308 52,260,226 2,107,718 SH SOLE 0 0 0 2,107,718
ALPHABET INC CAP STK CL A 02079K305 7,649,303 21,405 SH SOLE 0 0 0 21,405
ALPHABET INC CAP STK CL C 02079K107 5,208,329 14,741 SH SOLE 0 0 0 14,741
ALTRIA GROUP INC COM 02209S103 223,609 3,108 SH SOLE 0 0 0 3,108
AMAZON COM INC COM 023135106 3,176,118 13,326 SH SOLE 0 0 0 13,326
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 409,178 4,486 SH SOLE 0 0 0 4,486
AMERICAN EXPRESS CO COM 025816109 389,881 1,153 SH SOLE 0 0 0 1,153
AMETEK INC COM 031100100 754,853 3,120 SH SOLE 0 0 0 3,120
AMGEN INC COM 031162100 208,623 577 SH SOLE 0 0 0 577
APPLE INC COM 037833100 34,002,266 117,508 SH SOLE 0 0 0 117,508
ARISTA NETWORKS INC COM SHS 040413205 668,818 3,937 SH SOLE 0 0 0 3,937
AT&T INC COM 00206R102 837,373 40,453 SH SOLE 0 0 0 40,453
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,246,550 3 SH SOLE 0 0 0 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,588,578 5,173 SH SOLE 0 0 0 5,173
BLACKSTONE INC COM 09260D107 315,445 2,680 SH SOLE 0 0 0 2,680
BUTTERFLY NETWORK INC COM CL A 124155102 151,560 18,000 SH SOLE 0 0 0 18,000
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 387,242 8,204 SH SOLE 0 0 0 8,204
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 271,182 7,833 SH SOLE 0 0 0 7,833
CAPITAL ONE FINL CORP COM 14040H105 443,819 2,212 SH SOLE 0 0 0 2,212
CATERPILLAR INC COM 149123101 992,817 932 SH SOLE 0 0 0 932
CHEVRON CORPORATION COM 166764100 344,485 2,078 SH SOLE 0 0 0 2,078
CHUBB LTD SWITZ COM H1467J104 261,947 769 SH SOLE 0 0 0 769
CISCO SYS INC COM 17275R102 496,687 4,229 SH SOLE 0 0 0 4,229
COCA COLA CO COM 191216100 530,303 6,525 SH SOLE 0 0 0 6,525
COLGATE PALMOLIVE CO COM 194162103 782,874 8,539 SH SOLE 0 0 0 8,539
CONSOLIDATED EDISON INC COM 209115104 1,106,452 10,002 SH SOLE 0 0 0 10,002
COSTCO WHOLESALE CORPORATION COM 22160K105 762,475 815 SH SOLE 0 0 0 815
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 210,252 3,855 SH SOLE 0 0 0 3,855
CROWDSTRIKE HLDGS INC CL A 22788C105 291,520 382 SH SOLE 0 0 0 382
CURTISS WRIGHT CORP COM 231561101 221,266 292 SH SOLE 0 0 0 292
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 625,969 11,587 SH SOLE 0 0 0 11,587
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 267,171 6,477 SH SOLE 0 0 0 6,477
DIREXION SHARES ETF TRUST DAILY TECHNOLOGY 25459W102 537,902 2,331 SH SOLE 0 0 0 2,331
DISNEY WALT CO COM 254687106 200,840 2,087 SH SOLE 0 0 0 2,087
ELI LILLY & CO COM 532457108 4,403,946 3,672 SH SOLE 0 0 0 3,672
ETF SER SOLUTIONS DEFIANCE QUANTUM 26922A420 1,622,903 9,812 SH SOLE 0 0 0 9,812
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 1,061,829 12,395 SH SOLE 0 0 0 12,395
EXXON MOBIL CORP COM 30231G102 1,681,801 12,301 SH SOLE 0 0 0 12,301
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 316,059 6,948 SH SOLE 0 0 0 6,948
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 4,759,745 95,616 SH SOLE 0 0 0 95,616
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 1,378,034 15,338 SH SOLE 0 0 0 15,338
FIRST TR EXCHNG TRADED FD VI ACTV FCTR SMCP 33740F797 22,913,398 557,503 SH SOLE 0 0 0 557,503
GE AEROSPACE COM NEW 369604301 279,058 747 SH SOLE 0 0 0 747
GE VERNOVA INC COM 36828A101 296,066 252 SH SOLE 0 0 0 252
GLOBAL X FDS ARTIFICIAL ETF 37954Y632 1,614,695 24,611 SH SOLE 0 0 0 24,611
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 282,685 7,451 SH SOLE 0 0 0 7,451
GOLDMAN SACHS GROUP INC COM 38141G104 571,637 565 SH SOLE 0 0 0 565
HOME DEPOT INC COM 437076102 3,151,826 8,937 SH SOLE 0 0 0 8,937
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 201,880 8,583 SH SOLE 0 0 0 8,583
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 237,283 3,168 SH SOLE 0 0 0 3,168
INVESCO QQQ TR UNIT SER 1 46090E103 870,280 1,182 SH SOLE 0 0 0 1,182
ISHARES GOLD TR ISHARES NEW 464285204 259,603 3,438 SH SOLE 0 0 0 3,438
ISHARES INC CORE MSCI EMKT 46434G103 6,432,648 77,652 SH SOLE 0 0 0 77,652
ISHARES INC US POWER INFRAST 464286343 1,020,868 36,511 SH SOLE 0 0 0 36,511
ISHARES SILVER TR ISHARES 46428Q109 246,229 4,605 SH SOLE 0 0 0 4,605
ISHARES TR CORE MSCI EAFE 46432F842 19,554,918 202,475 SH SOLE 0 0 0 202,475
ISHARES TR CORE MSCI INTL 46435G326 672,959 7,560 SH SOLE 0 0 0 7,560
ISHARES TR CORE MSCI TOTAL 46432F834 8,403,302 88,048 SH SOLE 0 0 0 88,048
ISHARES TR CORE S&P MCP ETF 464287507 391,545 5,077 SH SOLE 0 0 0 5,077
ISHARES TR CORE S&P500 ETF 464287200 6,553,554 8,752 SH SOLE 0 0 0 8,752
ISHARES TR CORE US AGGBD ET 464287226 46,352,176 468,298 SH SOLE 0 0 0 468,298
ISHARES TR EAFE GRWTH ETF 464288885 964,376 7,751 SH SOLE 0 0 0 7,751
ISHARES TR EAFE SML CP ETF 464288273 3,512,669 42,698 SH SOLE 0 0 0 42,698
ISHARES TR EAFE VALUE ETF 464288877 386,521 5,049 SH SOLE 0 0 0 5,049
ISHARES TR MRGSTR MD CP GRW 464288307 4,154,763 42,266 SH SOLE 0 0 0 42,266
ISHARES TR MRGSTR MD CP VAL 464288406 1,737,620 19,016 SH SOLE 0 0 0 19,016
ISHARES TR MSCI EAFE ETF 464287465 2,367,456 22,790 SH SOLE 0 0 0 22,790
ISHARES TR MSCI EAFE MIN VL 46429B689 383,162 4,368 SH SOLE 0 0 0 4,368
ISHARES TR MSCI USA MMENTM 46432F396 362,209 1,056 SH SOLE 0 0 0 1,056
ISHARES TR NATIONAL MUN ETF 464288414 758,048 7,043 SH SOLE 0 0 0 7,043
ISHARES TR NEW YORK MUN ETF 464288323 3,316,535 61,526 SH SOLE 0 0 0 61,526
ISHARES TR RUS 1000 ETF 464287622 1,581,844 3,863 SH SOLE 0 0 0 3,863
ISHARES TR RUS 1000 GRW ETF 464287614 2,925,069 23,557 SH SOLE 0 0 0 23,557
ISHARES TR RUS 1000 VAL ETF 464287598 380,614 1,570 SH SOLE 0 0 0 1,570
ISHARES TR RUS MD CP GR ETF 464287481 1,510,011 10,314 SH SOLE 0 0 0 10,314
ISHARES TR RUS MDCP VAL ETF 464287473 7,755,569 47,117 SH SOLE 0 0 0 47,117
ISHARES TR RUS MID CAP ETF 464287499 294,864 2,673 SH SOLE 0 0 0 2,673
ISHARES TR RUSEL 2500 ETF 46435G268 6,708,456 73,212 SH SOLE 0 0 0 73,212
ISHARES TR RUSSELL 2000 ETF 464287655 629,386 2,095 SH SOLE 0 0 0 2,095
ISHARES TR RUSSELL 3000 ETF 464287689 469,040 1,100 SH SOLE 0 0 0 1,100
ISHARES TR S&P 500 GRWT ETF 464287309 297,202 2,161 SH SOLE 0 0 0 2,161
ISHARES TR SELECT US REIT 464287564 901,632 13,333 SH SOLE 0 0 0 13,333
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 4,827,280 102,838 SH SOLE 0 0 0 102,838
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 384,985 6,264 SH SOLE 0 0 0 6,264
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1,930,044 37,844 SH SOLE 0 0 0 37,844
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 538,647 6,040 SH SOLE 0 0 0 6,040
JOHNSON & JOHNSON COM 478160104 1,765,223 6,950 SH SOLE 0 0 0 6,950
JPMORGAN CHASE & CO COM 46625H100 3,604,553 11,012 SH SOLE 0 0 0 11,012
KKR & CO INC COM 48251W104 621,718 6,774 SH SOLE 0 0 0 6,774
MADRIGAL PHARMACEUTICALS INC COM 558868105 285,657 532 SH SOLE 0 0 0 532
MASTERCARD INCORPORATED CL A 57636Q104 1,523,851 2,967 SH SOLE 0 0 0 2,967
MCDONALDS CORP COM 580135101 1,694,351 6,268 SH SOLE 0 0 0 6,268
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 30,309 95,400 SH SOLE 0 0 0 95,400
META PLATFORMS INC CL A 30303M102 1,796,972 3,190 SH SOLE 0 0 0 3,190
MICRON TECHNOLOGY INC COM 595112103 689,620 597 SH SOLE 0 0 0 597
MICROSOFT CORP COM 594918104 3,820,728 10,242 SH SOLE 0 0 0 10,242
NUCOR CORP COM 670346105 224,760 1,009 SH SOLE 0 0 0 1,009
NUSCALE PWR CORP CL A COM 67079K100 170,510 17,000 SH SOLE 0 0 0 17,000
NVIDIA CORPORATION COM 67066G104 4,295,774 21,469 SH SOLE 0 0 0 21,469
ORACLE CORP COM 68389X105 295,495 2,016 SH SOLE 0 0 0 2,016
PFIZER INC COM 717081103 293,694 12,196 SH SOLE 0 0 0 12,196
PHILIP MORRIS INTL INC COM 718172109 1,258,948 6,959 SH SOLE 0 0 0 6,959
PROCTER & GAMBLE CO COM 742718109 1,132,136 7,720 SH SOLE 0 0 0 7,720
PROSHARES TR PSHS ULTRA QQQ 74347R206 497,830 5,145 SH SOLE 0 0 0 5,145
PROSHARES TR S&P 500 DV ARIST 74348A467 599,271 10,671 SH SOLE 0 0 0 10,671
PROSHARES TR S&P 500 HIGH INC 74347G242 364,461 7,563 SH SOLE 0 0 0 7,563
PROSHARES TR ULTRAPRO QQQ 74347X831 405,486 5,006 SH SOLE 0 0 0 5,006
PUTNAM ETF TRUST FRANKLIN MASSACH 746729821 158,676 17,389 SH SOLE 0 0 0 17,389
RTX CORPORATION COM 75513E101 726,628 3,830 SH SOLE 0 0 0 3,830
SCHEIN HENRY INC COM 806407102 12,843,455 153,777 SH SOLE 0 0 0 153,777
SCHWAB CHARLES CORP COM 808513105 265,918 2,882 SH SOLE 0 0 0 2,882
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2,104,189 58,031 SH SOLE 0 0 0 58,031
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10,578,605 381,900 SH SOLE 0 0 0 381,900
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1,056,284 21,951 SH SOLE 0 0 0 21,951
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 15,425,824 666,919 SH SOLE 0 0 0 666,919
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 20,392,644 704,165 SH SOLE 0 0 0 704,165
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 19,912,020 588,416 SH SOLE 0 0 0 588,416
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 12,886,904 370,207 SH SOLE 0 0 0 370,207
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,138,767 72,674 SH SOLE 0 0 0 72,674
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 8,952,528 242,813 SH SOLE 0 0 0 242,813
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6,692,532 185,234 SH SOLE 0 0 0 185,234
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 306,845 2,616 SH SOLE 0 0 0 2,616
SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 207,686 1,309 SH SOLE 0 0 0 1,309
SHERWIN WILLIAMS CO COM 824348106 309,888 900 SH SOLE 0 0 0 900
SPDR GOLD TR GOLD SHS 78463V107 887,796 2,410 SH SOLE 0 0 0 2,410
SPDR SERIES TRUST STATE STREET SPD 78464A284 674,004 26,493 SH SOLE 0 0 0 26,493
SPDR SERIES TRUST STATE STREET SPD 78464A854 414,511 4,716 SH SOLE 0 0 0 4,716
STARBUCKS CORP COM 855244109 219,845 2,151 SH SOLE 0 0 0 2,151
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 88,083,213 117,953 SH SOLE 0 0 0 117,953
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 203,969 290 SH SOLE 0 0 0 290
T ROWE PRICE ETF INC US EQUITY RESEAR 87283Q503 13,259,385 278,970 SH SOLE 0 0 0 278,970
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 280,812 588 SH SOLE 0 0 0 588
TEMPUS AI INC CL A 88023B103 579,416 10,002 SH SOLE 0 0 0 10,002
TESLA INC COM 88160R101 4,399,533 10,460 SH SOLE 0 0 0 10,460
UNITEDHEALTH GROUP INC COM 91324P102 1,184,492 2,850 SH SOLE 0 0 0 2,850
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 20,231,793 194,610 SH SOLE 0 0 0 194,610
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 739,576 1,127 SH SOLE 0 0 0 1,127
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 656,148 7,942 SH SOLE 0 0 0 7,942
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 50,423,264 204,797 SH SOLE 0 0 0 204,797
VANGUARD INDEX FDS GROWTH ETF 922908736 375,405 4,358 SH SOLE 0 0 0 4,358
VANGUARD INDEX FDS LARGE CAP ETF 922908637 166,765,079 484,908 SH SOLE 0 0 0 484,908
VANGUARD INDEX FDS MID CAP ETF 922908629 18,457,706 229,088 SH SOLE 0 0 0 229,088
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 487,383 5,055 SH SOLE 0 0 0 5,055
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 815,396 1,187 SH SOLE 0 0 0 1,187
VANGUARD INDEX FDS SMALL CP ETF 922908751 14,510,477 47,870 SH SOLE 0 0 0 47,870
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,744,346 12,821 SH SOLE 0 0 0 12,821
VANGUARD INDEX FDS VALUE ETF 922908744 1,082,822 4,969 SH SOLE 0 0 0 4,969
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8,723,617 146,149 SH SOLE 0 0 0 146,149
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 855,041 3,613 SH SOLE 0 0 0 3,613
VANGUARD STAR FDS VG TL INTL STK F 921909768 49,489,501 578,892 SH SOLE 0 0 0 578,892
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5,899,194 82,796 SH SOLE 0 0 0 82,796
VANGUARD WORLD FD FINANCIALS ETF 92204A405 305,312 2,320 SH SOLE 0 0 0 2,320
VANGUARD WORLD FD INF TECH ETF 92204A702 258,163 2,160 SH SOLE 0 0 0 2,160
VANGUARD WORLD FD MEGA CAP INDEX 921910873 3,249,309 11,875 SH SOLE 0 0 0 11,875
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 12,962,453 79,306 SH SOLE 0 0 0 79,306
VERIZON COMMUNICATIONS INC COM 92343V104 755,148 17,836 SH SOLE 0 0 0 17,836
VICTORY PORTFOLIOS II CORE INTERMEDIAT 92647N527 3,511,211 74,964 SH SOLE 0 0 0 74,964
VISA INC COM CL A 92826C839 801,547 2,337 SH SOLE 0 0 0 2,337
WALMART INC COM 931142103 280,934 2,480 SH SOLE 0 0 0 2,480
WAVE LIFE SCIENCES LTD SHS Y95308105 666,988 114,800 SH SOLE 0 0 0 114,800