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
AMAZON COM INC COM Stock 023135106 7,066,781 29,650 SH SOLE 29,650 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 780,701 1,060 SH SOLE 1,060 0 0
STARBUCKS CORP COM Stock 855244109 20,438 200 SH SOLE 200 0 0
ELEVANCE HEALTH INC FORMERLY A COM Stock 036752103 537,941 1,391 SH SOLE 1,391 0 0
MONSTER BEVERAGE CORP NEW COM Stock 61174X109 159,559 1,660 SH SOLE 1,660 0 0
JOHNSON & JOHNSON COM Stock 478160104 19,048 75 SH SOLE 75 0 0
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 106,150 110 SH SOLE 110 0 0
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF ETF 922908769 4,218 11 SH SOLE 11 0 0
INVESCO WATER RESOURCES ETF ETF 46137V142 6,969 101 SH SOLE 100 0 0
VANGUARD EXTENDED MARKET ETF ETF 922908652 36,932 150 SH SOLE 150 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 945,760 1,011 SH SOLE 1,011 0 0
CORVUS PHARMACEUTICALS INC COM Stock 221015100 29,880 2,000 SH SOLE 2,000 0 0
PROCTER & GAMBLE CO COM Stock 742718109 5,279 36 SH SOLE 36 0 0
COCA COLA CO COM Stock 191216100 60,871 749 SH SOLE 749 0 0
MARRIOTT INTL INC NEW CL A Stock 571903202 71,524 193 SH SOLE 193 0 0
MUELLER INDS INC COM Stock 624756102 37,862 308 SH SOLE 308 0 0
CME GROUP INC COM Stock 12572Q105 31,087 141 SH SOLE 140 0 0
VAIL RESORTS INC COM Stock 91879Q109 362,840 2,665 SH SOLE 2,665 0 0
NETFLIX INC. COM Stock 64110L106 249,900 3,500 SH SOLE 3,500 0 0
MERCK & CO INC COM Stock 58933Y105 33,850 263 SH SOLE 263 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 584,911 783 SH SOLE 783 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 541,960 1,055 SH SOLE 1,055 0 0
CRISPR THERAPEUTICS AG NAMEN AKT Stock H17182108 179,982 3,300 SH SOLE 3,300 0 0
PEPSICO INC COM Stock 713448108 4,062 30 SH SOLE 30 0 0
US BANCORP COM NEW Stock 902973304 193,461 3,203 SH SOLE 3,203 0 0
HOME DEPOT INC COM Stock 437076102 35,099 100 SH SOLE 99 0 0
STARWOOD PPTY TR INC COM REIT 85571B105 16,800 1,026 SH SOLE 1,025 0 0
VERISK ANALYTICS INC COM Stock 92345Y106 230,157 1,282 SH SOLE 1,282 0 0
SPDR GOLD SHARES ETF 78463V107 110,514 300 SH SOLE 300 0 0
SOUTHERN CO COM Stock 842587107 63,600 665 SH SOLE 664 0 0
BECTON DICKINSON & CO COM Stock 075887109 178,418 1,179 SH SOLE 1,179 0 0
SEA LTD SPONSORD ADS ADR 81141R100 4,217 44 SH SOLE 44 0 0
SCHWAB U.S. BROAD MARKET ETF ETF 808524102 46,137 1,593 SH SOLE 1,593 0 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 6,852 247 SH SOLE 247 0 0
OLD NATL BANCORP IND COM Stock 680033107 13,785 532 SH SOLE 532 0 0
IQVIA HLDGS INC COM Stock 46266C105 330,986 1,713 SH SOLE 1,713 0 0
UNITED STATES 12 MONTH NATURAL GAS FUND LP ETF 91288X109 256 40 SH SOLE 40 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 7,762,639 21,722 SH SOLE 21,721 0 0
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF ETF 293828877 67,802 3,221 SH SOLE 3,221 0 0
OREILLY AUTOMOTIVE INC COM Stock 67103H107 120,914 1,313 SH SOLE 1,313 0 0
COLUMBIA SELIGM PREM TECH GRW COM CEF 19842X109 80,805 1,500 SH SOLE 1,500 0 0
INTUIT COM Stock 461202103 55,593 213 SH SOLE 213 0 0
IQIYI INC SPONSORED ADS ADR 46267X108 1,040 1,000 SH SOLE 1,000 0 0
MICROSOFT CORP COM Stock 594918104 4,887,291 13,102 SH SOLE 13,101 0 0
WARNER BROS DISCOVERY INC COM SER A Stock 934423104 267,800 10,045 SH SOLE 10,045 0 0
KEURIG DR PEPPER INC COM Stock 49271V100 521,716 15,940 SH SOLE 15,940 0 0
ARES CAPITAL CORP COM CEF 04010L103 208,662 11,261 SH SOLE 11,260 0 0
COPART INC COM Stock 217204106 67,882 2,408 SH SOLE 2,408 0 0
VANGUARD MORNINGSTAR LARGE-CAP ET ETF 922908637 301,025 875 SH SOLE 875 0 0
TESLA INC COM Stock 88160R101 52,575 125 SH SOLE 125 0 0
LINDE PLC SHS Stock G54950103 118,837 229 SH SOLE 229 0 0
DELL TECHNOLOGIES INC CL C Stock 24703L202 30,202 70 SH SOLE 70 0 0
AMPHENOL CORP CL A Stock 032095101 147,932 839 SH SOLE 839 0 0
WINTRUST FINL CORP COM Stock 97650W108 680,943 4,237 SH SOLE 4,236 0 0
KKR & CO INC COM Stock 48251W104 35,519 387 SH SOLE 387 0 0
GENERAL MTRS CO COM Stock 37045V100 206,343 2,677 SH SOLE 2,677 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105 118,287 155 SH SOLE 155 0 0
ELI LILLY & CO COM Stock 532457108 60,250 50 SH SOLE 50 0 0
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ETF 025072802 170,033 1,650 SH SOLE 1,650 0 0
VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 427,450 5,000 SH SOLE 5,000 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 3,113 10 SH SOLE 10 0 0
AERCAP HOLDINGS NV SHS Stock N00985106 250,013 1,715 SH SOLE 1,715 0 0
DUKE ENERGY CORP NEW COM NEW Stock 26441C204 63,750 504 SH SOLE 503 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 173,144 150 SH SOLE 150 0 0
SYSCO CORP COM Stock 871829107 485,600 5,810 SH SOLE 5,810 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 67,558 1,987 SH SOLE 1,987 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4,742,696 9,478 SH SOLE 9,478 0 0
NEBIUS GROUP N.V. SHS CLASS A Stock N97284108 110,468 400 SH SOLE 400 0 0
OCCIDENTAL PETE CORP WT EXP 080327 Stock 674599162 7,536 283 SH SOLE 283 0 0
QUANTUMSCAPE CORP COM CL A Stock 74767V109 3,024 400 SH SOLE 400 0 0
MARATHON PETE CORP COM Stock 56585A102 540,742 2,115 SH SOLE 2,115 0 0
SNOWFLAKE INC COM SHS Stock 833445109 121,142 476 SH SOLE 476 0 0
COMPASS PATHWAYS PLC SPONSORED ADS ADR 20451W101 708 50 SH SOLE 50 0 0
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF ETF 922908611 336,361 1,384 SH SOLE 1,384 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 670,619 5,748 SH SOLE 5,748 0 0
OAKMARK U.S. LARGE CAP ETF ETF 41456U106 4,616,077 163,865 SH SOLE 163,865 0 0
AIRBNB INC COM CL A Stock 009066101 528,611 3,694 SH SOLE 3,694 0 0
SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 7,049 222 SH SOLE 222 0 0
QUANTUM COMPUTING INC COM Stock 74766W108 3,880 400 SH SOLE 400 0 0
RECURSION PHARMACEUTICALS INC CL A Stock 75629V104 3,670 1,000 SH SOLE 1,000 0 0
VISA INC COM CL A Stock 92826C839 679,003 1,979 SH SOLE 1,979 0 0
PLAYSTUDIOS INC CLASS A COM Stock 72815G108 75 150 SH SOLE 150 0 0
IONQ INC COM Stock 46222L108 157,543 2,958 SH SOLE 2,958 0 0
VANGUARD MORNINGSTAR VALUE ETF ETF 922908744 230,604 1,058 SH SOLE 1,058 0 0
NU HLDGS LTD ORD SHS CL A Stock G6683N103 12,024 900 SH SOLE 900 0 0
PHILLIPS 66 COM Stock 718546104 16,060 95 SH SOLE 95 0 0
DOORDASH INC CL A Stock 25809K105 175,857 953 SH SOLE 953 0 0
META PLATFORMS INC CL A Stock 30303M102 2,771,629 4,920 SH SOLE 4,920 0 0
RIGETTI COMPUTING INC COMMON STOCK Stock 76655K103 34,776 1,800 SH SOLE 1,800 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 616,726 310 SH SOLE 310 0 0
VANECK MORNINGSTAR WIDE MOAT ETF ETF 92189F643 572,433 5,506 SH SOLE 5,506 0 0
SERVICENOW INC COM Stock 81762P102 93,025 937 SH SOLE 937 0 0
AUTONATION INC COM Stock 05329W102 18,579 100 SH SOLE 100 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 757,064 2,220 SH SOLE 2,220 0 0
TOLL BROTHERS INC COM Stock 889478103 200,995 1,220 SH SOLE 1,220 0 0
CARLYLE GROUP INC COM Stock 14316J108 104,349 2,478 SH SOLE 2,478 0 0
D-WAVE QUANTUM INC COM Stock 26740W109 19,192 800 SH SOLE 800 0 0
BROADCOM INC COM Stock 11135F101 909,336 2,407 SH SOLE 2,407 0 0
WORKDAY INC CL A Stock 98138H101 295,644 2,415 SH SOLE 2,415 0 0
MARTIN MARIETTA MATLS INC COM Stock 573284106 64,590 112 SH SOLE 112 0 0
ROYAL BK CDA COM Stock 780087102 17,179 83 SH SOLE 83 0 0
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 227,103 1,825 SH SOLE 1,825 0 0
NVIDIA CORPORATION COM Stock 67066G104 6,675,811 33,364 SH SOLE 33,364 0 0
OWENS CORNING NEW COM Stock 690742101 329,047 2,070 SH SOLE 2,070 0 0
ABBVIE INC COM Stock 00287Y109 208,106 827 SH SOLE 827 0 0
INTERACTIVE BROKERS GROUP INC COM CL A Stock 45841N107 278,528 3,200 SH SOLE 3,200 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A Stock 531229771 30,639 350 SH SOLE 350 0 0
CASEYS GEN STORES INC COM Stock 147528103 56,430 71 SH SOLE 71 0 0
CURTISS WRIGHT CORP COM Stock 231561101 39,404 52 SH SOLE 52 0 0
WEST PHARMACEUTICAL SVSC INC COM Stock 955306105 91,186 254 SH SOLE 254 0 0
ICON PUB LTD CO SHS Stock G4705A100 254,485 1,465 SH SOLE 1,465 0 0
CAVA GROUP INC COM Stock 148929102 56,506 720 SH SOLE 720 0 0
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADR 874039100 1,414,562 2,962 SH SOLE 2,962 0 0
BLACKSTONE INC COM Stock 09260D107 21,416 182 SH SOLE 182 0 0
QUALCOMM INC COM Stock 747525103 85,003 460 SH SOLE 460 0 0
ARM HOLDINGS PLC SPONSORED ADS ADR 042068205 12,410 35 SH SOLE 35 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 63,629 160 SH SOLE 160 0 0
MCDONALDS CORP COM Stock 580135101 137,108 507 SH SOLE 507 0 0
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF ETF 38149W622 77,798 1,400 SH SOLE 1,400 0 0
INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 367,483 2,985 SH SOLE 2,985 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 486,504 2,425 SH SOLE 2,425 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 968,377 1,667 SH SOLE 1,667 0 0
WISDOMTREE U.S. HIGH DIVIDEND FUND ETF 97717W208 110,502 972 SH SOLE 972 0 0
REDDIT INC CL A Stock 75734B100 69,432 400 SH SOLE 400 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 329,282 6,200 SH SOLE 6,200 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 575 3 SH SOLE 3 0 0
GE AEROSPACE COM NEW Stock 369604301 164,815 441 SH SOLE 441 0 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 219,430 1,000 SH SOLE 1,000 0 0
ISHARES SEMICONDUCTOR ETF ETF 464287523 142,249 222 SH SOLE 222 0 0
ISHARES S&P 500 VALUE ETF ETF 464287408 68,426 301 SH SOLE 301 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 10,137 14 SH SOLE 13 0 0
ALGER AI ENABLERS & ADOPTERS ETF ETF 015564503 493,597 10,815 SH SOLE 10,815 0 0
WELLS FARGO & CO COM Stock 949746101 499,943 6,050 SH SOLE 6,049 0 0
SALESFORCE INC COM Stock 79466L302 159,637 1,019 SH SOLE 1,019 0 0
IDEXX LABS INC COM Stock 45168D104 110,552 210 SH SOLE 210 0 0
LOCKHEED MARTIN CORP COM Stock 539830109 56,147 110 SH SOLE 110 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 301,844 922 SH SOLE 922 0 0
CHEVRON CORPORATION COM Stock 166764100 62,932 380 SH SOLE 379 0 0
BANK OF AMER CORP COM Stock 060505104 57,155 1,003 SH SOLE 1,003 0 0
COREWEAVE INC COM CL A Stock 21873S108 19,908 200 SH SOLE 200 0 0
WALMART INC COM Stock 931142103 178,385 1,575 SH SOLE 1,575 0 0
ORACLE CORP COM Stock 68389X105 43,965 300 SH SOLE 300 0 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 85,205 1,427 SH SOLE 1,427 0 0
TEXAS INSTRS INC COM Stock 882508104 95,382 320 SH SOLE 320 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 11,922,074 75,442 SH SOLE 75,441 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 4,522,036 12,798 SH SOLE 12,798 0 0
AMERICAN EXPRESS CO COM Stock 025816109 214,451 634 SH SOLE 634 0 0
AMGEN INC COM Stock 031162100 137,606 380 SH SOLE 380 0 0
APPLIED MATLS INC COM Stock 038222105 121,464 168 SH SOLE 168 0 0
HDFC BANK LTD SPONSORED ADS ADR 40415F101 51,660 2,000 SH SOLE 2,000 0 0
BANK MONTREAL MEDIUM COM Stock 063671101 18,023 102 SH SOLE 102 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 12,933,742 54,660 SH SOLE 54,660 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C Stock 531229755 114,168 1,200 SH SOLE 1,200 0 0
MAGNUM ICE CREAM CO NV ORD SHS Stock N5505D105 174 10 SH SOLE 10 0 0
BARON TECHNOLOGY ETF ETF 06829D503 3,356,282 103,330 SH SOLE 103,330 0 0
BROOKFIELD INFRASTRUCTURE PART LP INT UNIT Stock G16252101 28,170 772 SH SOLE 772 0 0
ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 98,689 668 SH SOLE 668 0 0
DEFINIUM THERAPEUTICS INC COM SHS Stock 24477V105 15,664 333 SH SOLE 333 0 0
C H ROBINSON WORLDWIDE IN COM NEW Stock 12541W209 114,322 607 SH SOLE 607 0 0
ARK GENOMIC REVOLUTION ETF ETF 00214Q302 421 10 SH SOLE 10 0 0
QORVO INC COM Stock 74736K101 3,824 41 SH SOLE 41 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK Stock 84615Q103 39,298 230 SH SOLE 230 0 0
CITIGROUP INC COM NEW Stock 172967424 398,046 2,844 SH SOLE 2,844 0 0
AGILENT TECHNOLOGIES INC COM Stock 00846U101 121,141 912 SH SOLE 912 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 100,241 733 SH SOLE 733 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 144,224 347 SH SOLE 347 0 0
PRICE T ROWE GROUP INC COM Stock 74144T108 2,842 25 SH SOLE 25 0 0
AMERICAN INTL GROUP INC COM NEW Stock 026874784 422,809 5,673 SH SOLE 5,673 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 11,418 100 SH SOLE 100 0 0
TRANSUNION COM Stock 89400J107 74,665 1,035 SH SOLE 1,035 0 0
NOVO-NORDISK A S ADR ADR 670100205 3,835 80 SH SOLE 80 0 0
LIBERTY LATIN AMERICA LTD COM CL C Stock G9001E128 327 42 SH SOLE 42 0 0
SCHWAB CHARLES CORP COM Stock 808513105 642,199 6,960 SH SOLE 6,960 0 0
AUTOZONE INC COM Stock 053332102 405,884 127 SH SOLE 127 0 0
CBRE GROUP INC CL A Stock 12504L109 413,498 3,070 SH SOLE 3,070 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 8,052 159 SH SOLE 159 0 0
APPLE INC COM Stock 037833100 8,276,581 28,603 SH SOLE 28,603 0 0
ABBOTT LABORATORIES COM Stock 002824100 141,736 1,562 SH SOLE 1,562 0 0
DISNEY WALT CO COM Stock 254687106 49,278 512 SH SOLE 511 0 0
MARSH & MCLENNAN COS INC COM Stock 571748102 434,175 2,605 SH SOLE 2,605 0 0
FERRARI N V COM Stock N3167Y103 113,548 305 SH SOLE 305 0 0