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
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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
AMAZON COM INC COM 023135106 14,357,390 58,012 SH SOLE 0 0 58,012
INVESCO QQQ TR UNIT SER 1 46090E103 9,720,133 13,506 SH SOLE 0 0 13,506
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 1,133,670 6,174 SH SOLE 0 0 6,174
XPO INC COM 983793100 256,163 1,220 SH SOLE 0 0 1,220
ISHARES GOLD TR ISHARES NEW 464285204 10,799,069 141,590 SH SOLE 0 0 141,590
MONSTER BEVERAGE CORP NEW COM 61174X109 210,711 2,150 SH SOLE 0 0 2,150
JOHNSON & JOHNSON COM 478160104 5,018,614 19,770 SH SOLE 0 0 19,770
COSTCO WHOLESALE CORPORATION COM 22160K105 9,194,482 9,975 SH SOLE 0 0 9,975
GOLDMAN SACHS GROUP INC COM 38141G104 25,184,880 22,092 SH SOLE 0 0 22,092
SHELL PLC SPON ADS 780259305 446,022 5,284 SH SOLE 0 0 5,284
PROCTER & GAMBLE CO COM 742718109 381,123 2,609 SH SOLE 0 0 2,609
NETFLIX INC. COM 64110L106 5,231,439 71,147 SH SOLE 0 0 71,147
ISHARES TR DOW JONES US ETF 464287846 4,542,368 24,800 SH SOLE 0 0 24,800
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 319,012 608 SH SOLE 0 0 608
MERCK & CO INC COM 58933Y105 236,487 1,958 SH SOLE 0 0 1,958
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 760,100 1,011 SH SOLE 0 0 1,011
MCKESSON CORP COM 58155Q103 2,766,806 3,444 SH SOLE 0 0 3,444
VERTEX PHARMACEUTICALS INC COM 92532F100 733,517 1,540 SH SOLE 0 0 1,540
HOWMET AEROSPACE INC COM 443201108 9,329,423 33,707 SH SOLE 0 0 33,707
PEPSICO INC COM 713448108 372,488 2,750 SH SOLE 0 0 2,750
ISHARES TR 1 3 YR TREAS BD 464287457 3,278,429 40,015 SH SOLE 0 0 40,015
GLOBAL X FDS US INFR DEV ETF 37954Y673 217,653 3,838 SH SOLE 0 0 3,838
HONEYWELL INTL INC COM 438516205 1,126,761 5,060 SH SOLE 0 0 5,060
TRANE TECHNOLOGIES PLC SHS G8994E103 1,342,818 2,777 SH SOLE 0 0 2,777
US BANCORP COM NEW 902973304 1,649,490 26,545 SH SOLE 0 0 26,545
HOME DEPOT INC COM 437076102 1,996,381 5,911 SH SOLE 0 0 5,911
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 277,799 1,755 SH SOLE 0 0 1,755
SPDR GOLD TR GOLD SHS 78463V107 17,328,048 46,562 SH SOLE 0 0 46,562
ISHARES TR RUS 1000 GRW ETF 464287614 5,480,777 44,476 SH SOLE 0 0 44,476
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,668,724 3,398 SH SOLE 0 0 3,398
ALPHABET INC CAP STK CL A 02079K305 38,158,774 106,141 SH SOLE 0 0 106,141
MICROSOFT CORP COM 594918104 32,389,785 84,145 SH SOLE 0 0 84,145
VALERO ENERGY CORP COM 91913Y100 2,482,276 8,235 SH SOLE 0 0 8,235
BOEING CO COM 097023105 1,235,790 5,692 SH SOLE 0 0 5,692
AMPHENOL CORP CL A 032095101 4,050,946 25,579 SH SOLE 0 0 25,579
ARCH CAP GROUP LTD ORD G0450A105 956,108 9,417 SH SOLE 0 0 9,417
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,262,640 1,827 SH SOLE 0 0 1,827
UBER TECHNOLOGIES INC COM 90353T100 1,083,867 15,037 SH SOLE 0 0 15,037
ELI LILLY & CO COM 532457108 38,618,158 33,507 SH SOLE 0 0 33,507
VANGUARD STAR FDS VG TL INTL STK F 921909768 2,177,918 25,725 SH SOLE 0 0 25,725
ISHARES TR RUSSELL 2000 ETF 464287655 1,501,631 5,099 SH SOLE 0 0 5,099
VERTIV HOLDINGS CO COM CL A 92537N108 2,498,160 8,229 SH SOLE 0 0 8,229
MICRON TECHNOLOGY INC COM 595112103 1,590,688 1,618 SH SOLE 0 0 1,618
QUANTA SVCS INC COM 74762E102 11,057,526 16,730 SH SOLE 0 0 16,730
MARATHON PETE CORP COM 56585A102 1,075,553 3,545 SH SOLE 0 0 3,545
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 661,068 2,231 SH SOLE 0 0 2,231
ENVOY MEDICAL INC CL A 29415V109 474,188 625,000 SH SOLE 0 0 625,000
VISA INC COM CL A 92826C839 14,680,649 41,235 SH SOLE 0 0 41,235
DIMENSIONAL ETF TRUST US EQUI MARK ETF 25434V401 388,607 4,727 SH SOLE 0 0 4,727
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 305,715 3,153 SH SOLE 0 0 3,153
ISHARES TR US TREAS BD ETF 46429B267 4,297,689 190,416 SH SOLE 0 0 190,416
META PLATFORMS INC CL A 30303M102 13,954,572 21,110 SH SOLE 0 0 21,110
ASML HLDG NV N Y REGISTRY SHS N07059210 1,885,730 1,062 SH SOLE 0 0 1,062
BROADCOM INC COM 11135F101 40,352,444 103,704 SH SOLE 0 0 103,704
WISDOMTREE TR US TOTAL DIVIDND 97717W109 951,371 10,076 SH SOLE 0 0 10,076
NVIDIA CORPORATION COM 67066G104 26,509,972 125,165 SH SOLE 0 0 125,165
WW GRAINGER INC COM 384802104 1,294,290 944 SH SOLE 0 0 944
ABBVIE INC COM 00287Y109 5,252,979 21,460 SH SOLE 0 0 21,460
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14,354,252 197,445 SH SOLE 0 0 197,445
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 229,577 2,771 SH SOLE 0 0 2,771
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 22,904,108 54,483 SH SOLE 0 0 54,483
QUALCOMM INC COM 747525103 1,195,763 6,714 SH SOLE 0 0 6,714
MCDONALDS CORP COM 580135101 605,922 2,253 SH SOLE 0 0 2,253
AMETEK INC COM 031100100 690,182 2,950 SH SOLE 0 0 2,950
CISCO SYS INC COM 17275R102 1,026,177 8,764 SH SOLE 0 0 8,764
ADVANCED MICRO DEVICES INC COM 007903107 302,020 551 SH SOLE 0 0 551
AUTODESK INC COM 052769106 226,512 1,100 SH SOLE 0 0 1,100
AT&T INC COM 00206R102 258,254 12,136 SH SOLE 0 0 12,136
GE VERNOVA INC COM 36828A101 6,625,252 6,215 SH SOLE 0 0 6,215
GE AEROSPACE COM NEW 369604301 1,157,758 3,273 SH SOLE 0 0 3,273
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 1,068,134 9,216 SH SOLE 0 0 9,216
ISHARES TR U.S. TECH ETF 464287721 302,792 1,220 SH SOLE 0 0 1,220
ISHARES TR CORE S&P500 ETF 464287200 1,097,336 1,453 SH SOLE 0 0 1,453
BLACKROCK ETF TRUST ISHA I IN TE ETF 09290C780 251,583 5,393 SH SOLE 0 0 5,393
CINTAS CORP COM 172908105 288,476 1,565 SH SOLE 0 0 1,565
ECOLAB INC COM 278865100 248,440 921 SH SOLE 0 0 921
NORTHROP GRUMMAN CORP COM 666807102 747,539 1,414 SH SOLE 0 0 1,414
THERMO FISHER SCIENTIFIC INC COM 883556102 582,136 1,090 SH SOLE 0 0 1,090
LOCKHEED MARTIN CORP COM 539830109 248,740 483 SH SOLE 0 0 483
JPMORGAN CHASE & CO COM 46625H100 24,401,182 71,163 SH SOLE 0 0 71,163
MONOLITHIC PWR SYS INC COM 609839105 1,844,389 1,340 SH SOLE 0 0 1,340
CHEVRON CORPORATION COM 166764100 3,429,084 18,866 SH SOLE 0 0 18,866
CONOCOPHILLIPS COM 20825C104 4,147,357 37,073 SH SOLE 0 0 37,073
DANAHER CORP DEL COM 235851102 459,208 2,307 SH SOLE 0 0 2,307
TJX COS INC NEW COM 872540109 6,700,503 44,569 SH SOLE 0 0 44,569
BANK OF AMER CORP COM 060505104 1,478,219 24,385 SH SOLE 0 0 24,385
WALMART INC COM 931142103 8,642,678 76,013 SH SOLE 0 0 76,013
ISHARES TR 3 7 YR TREAS BD 464288661 6,858,008 58,746 SH SOLE 0 0 58,746
INTERNATIONAL BUSINESS MACHS COM 459200101 367,500 1,693 SH SOLE 0 0 1,693
ORACLE CORP COM 68389X105 2,572,618 20,108 SH SOLE 0 0 20,108
TARGET CORP COM 87612E106 11,310,007 84,403 SH SOLE 0 0 84,403
3M CO COM 88579Y101 2,394,379 15,292 SH SOLE 0 0 15,292
KLA CORP COM NEW 482480100 2,902,662 12,600 SH SOLE 0 0 12,600
CATERPILLAR INC COM 149123101 4,434,298 4,751 SH SOLE 0 0 4,751
BAKER HUGHES COMPANY CL A 05722G100 1,168,095 20,218 SH SOLE 0 0 20,218
ALPHABET INC CAP STK CL C 02079K107 2,368,741 6,629 SH SOLE 0 0 6,629
AMERICAN EXPRESS CO COM 025816109 4,435,410 12,492 SH SOLE 0 0 12,492
APPLIED MATLS INC COM 038222105 3,318,645 5,571 SH SOLE 0 0 5,571
ARISTA NETWORKS INC COM SHS 040413205 4,063,460 22,257 SH SOLE 0 0 22,257
ISHARES TR 7-10 YR TRSY BD 464287440 18,442,571 197,141 SH SOLE 0 0 197,141
ISHARES TR CORE US AGGBD ET 464287226 20,350,327 207,656 SH SOLE 0 0 207,656
ISHARES TR S&P MC 400GR ETF 464287606 891,830 7,852 SH SOLE 0 0 7,852
LAM RESEARCH CORP COM NEW 512807306 10,228,986 29,555 SH SOLE 0 0 29,555
ROYAL GOLD INC COM 780287108 430,173 2,223 SH SOLE 0 0 2,223
HONEYWELL AEROSPACE INC COM 43849R105 1,050,001 5,060 SH SOLE 0 0 5,060
CITIGROUP INC COM NEW 172967424 13,098,575 98,286 SH SOLE 0 0 98,286
EXXON MOBIL CORP COM 30231G102 2,319,119 15,984 SH SOLE 0 0 15,984
UNITEDHEALTH GROUP INC COM 91324P102 26,360,544 61,997 SH SOLE 0 0 61,997
TRAVELERS COMPANIES INC COM 89417E109 3,195,843 9,488 SH SOLE 0 0 9,488
DEVON ENERGY CORP NEW COM 25179M103 4,118,834 94,904 SH SOLE 0 0 94,904
AUTOZONE INC COM 053332102 7,616,560 2,512 SH SOLE 0 0 2,512
APPLE INC COM 037833100 54,663,130 173,611 SH SOLE 0 0 173,611
WEC ENERGY GROUP INC COM 92939U106 325,246 2,827 SH SOLE 0 0 2,827
ABBOTT LABORATORIES COM 002824100 273,285 3,072 SH SOLE 0 0 3,072
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 632,607 4,035 SH SOLE 0 0 4,035
BOOKING HOLDINGS INC COM 09857L108 869,879 4,975 SH SOLE 0 0 4,975
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 375,649 4,105 SH SOLE 0 0 4,105
ISHARES TR RUS 1000 VAL ETF 464287598 703,140 2,854 SH SOLE 0 0 2,854