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

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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 Stock 023135106 33,472,733 140,441 SH SOLE 0 140,441 0 0
QQQ - INVESCO QQQ TRUST SERIES I ETF 46090E103 9,959,167 13,524 SH SOLE 0 13,524 0 0
JOHNSON & JOHNSON COM Stock 478160104 695,225 2,737 SH SOLE 0 2,737 0 0
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 358,395 371 SH SOLE 0 371 0 0
COSTCO WHOLESALE CORPORATION COM Stock 22160K105 525,204 561 SH SOLE 0 561 0 0
PROCTER & GAMBLE CO COM Stock 742718109 285,790 1,949 SH SOLE 0 1,948 0 0
COCA COLA CO COM Stock 191216100 365,414 4,496 SH SOLE 0 4,496 0 0
ISHARES ESG OPTIMIZED MSCI USA ETF ETF 464288802 422,974 2,741 SH SOLE 0 2,741 0 0
ISHARES MSCI ACWI EX U.S. ETF ETF 464288240 1,685,725 22,149 SH SOLE 0 22,148 0 0
INTEL CORP COM Stock 458140100 682,090 4,885 SH SOLE 0 4,884 0 0
INTEL CORP COM Stock 458140100 13,963 100 SH Call SOLE 0 100 0 0
NETFLIX INC. COM Stock 64110L106 398,698 5,584 SH SOLE 0 5,584 0 0
MERCK & CO INC COM Stock 58933Y105 368,469 2,867 SH SOLE 0 2,867 0 0
STATE STREET SPDR S&P 500 ETF ETF 78462F103 2,467,778 3,305 SH SOLE 0 3,304 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 450,012 876 SH SOLE 0 876 0 0
PEPSICO INC COM Stock 713448108 284,871 2,104 SH SOLE 0 2,103 0 0
HOME DEPOT INC COM Stock 437076102 286,168 811 SH SOLE 0 811 0 0
AUTOMATIC DATA PROCESSING INC COM Stock 053015103 217,679 972 SH SOLE 0 972 0 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 2,607,279 32,991 SH SOLE 0 32,991 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 3,829,998 10,717 SH SOLE 0 10,717 0 0
PROSHARES ULTRAPRO QQQ ETF 74347X831 575,204 7,101 SH SOLE 0 7,101 0 0
MICROSOFT CORP COM Stock 594918104 25,776,713 69,103 SH SOLE 0 69,102 0 0
MICROSOFT CORP COM Stock 594918104 37,302 100 SH Call SOLE 0 100 0 0
NEXTERA ENERGY INC COM Stock 65339F101 223,484 2,546 SH SOLE 0 2,546 0 0
HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF ETF 41653L503 4,706,059 120,221 SH SOLE 0 120,221 0 0
VANGUARD MORNINGSTAR MID-CAP ETF ETF 922908629 10,750,744 133,434 SH SOLE 0 133,433 0 0
VANGUARD MORNINGSTAR LARGE-CAP ET ETF 922908637 312,301 908 SH SOLE 0 908 0 0
TESLA INC COM Stock 88160R101 1,565,894 3,723 SH SOLE 0 3,723 0 0
TESLA INC COM Stock 88160R101 42,060 100 SH Call SOLE 0 100 0 0
LINDE PLC SHS Stock G54950103 256,875 495 SH SOLE 0 495 0 0
DELL TECHNOLOGIES INC CL C Stock 24703L202 264,485 613 SH SOLE 0 613 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 289,309 2,421 SH SOLE 0 2,420 0 0
AMPHENOL CORP CL A Stock 032095101 255,488 1,449 SH SOLE 0 1,449 0 0
VANGUARD S&P 500 ETF ETF 922908363 3,820,156 5,562 SH SOLE 0 5,562 0 0
CROWDSTRIKE HLDGS INC CL A Stock 22788C105 241,152 316 SH SOLE 0 316 0 0
STIP - ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 7,636,675 74,752 SH SOLE 0 74,752 0 0
EFG - ISHARES MSCI EAFE GROWTH ETF ETF 464288885 5,160,893 41,480 SH SOLE 0 41,479 0 0
ELI LILLY & CO COM Stock 532457108 1,113,155 928 SH SOLE 0 928 0 0
IWM- ISHARES RUSSELL 2000 ETF ETF 464287655 2,692,600 8,962 SH SOLE 0 8,961 0 0
ISHARES CORE HIGH DIVIDEND ETF ETF 46429B663 275,608 10,055 SH SOLE 0 10,055 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 1,892,011 1,639 SH SOLE 0 1,639 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1,242,468 2,483 SH SOLE 0 2,483 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 328,335 2,814 SH SOLE 0 2,814 0 0
INVESCO NASDAQ 100 ETF ETF 46138G649 42,094,900 138,941 SH SOLE 0 138,940 0 0
VISA INC COM CL A Stock 92826C839 674,603 1,966 SH SOLE 0 1,966 0 0
META PLATFORMS INC CL A Stock 30303M102 3,563,943 6,327 SH SOLE 0 6,327 0 0
META PLATFORMS INC CL A Stock 30303M102 56,329 100 SH Call SOLE 0 100 0 0
CGDV - CAPITAL GROUP DIVIDEND VALUE ETF ETF 14020W106 11,790,543 239,256 SH SOLE 0 239,256 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 306,236 898 SH SOLE 0 898 0 0
BROADCOM INC COM Stock 11135F101 2,031,208 5,377 SH SOLE 0 5,377 0 0
ISHARES CORE MSCI EAFE ETF ETF 46432F842 8,455,435 87,549 SH SOLE 0 87,548 0 0
NVIDIA CORPORATION COM Stock 67066G104 6,252,540 31,249 SH SOLE 0 31,248 0 0
WESTERN DIGITAL CORP COM Stock 958102105 623,481 976 SH SOLE 0 976 0 0
ABBVIE INC COM Stock 00287Y109 656,386 2,608 SH SOLE 0 2,608 0 0
VANGUARD TOTAL BOND MARKET ETF ETF 921937835 4,211,487 57,369 SH SOLE 0 57,369 0 0
QUALCOMM INC COM Stock 747525103 217,993 1,180 SH SOLE 0 1,179 0 0
T-MOBILE US INC COM Stock 872590104 369,231 2,201 SH SOLE 0 2,201 0 0
CISCO SYS INC COM Stock 17275R102 489,594 4,168 SH SOLE 0 4,168 0 0
CAPITAL ONE FINL CORP COM Stock 14040H105 269,000 1,341 SH SOLE 0 1,340 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 1,179,828 2,031 SH SOLE 0 2,031 0 0
GE VERNOVA INC COM Stock 36828A101 363,506 309 SH SOLE 0 309 0 0
GE AEROSPACE COM NEW Stock 369604301 492,353 1,317 SH SOLE 0 1,317 0 0
EXPEDIA GROUP INC COM NEW Stock 30212P303 458,793 1,793 SH SOLE 0 1,793 0 0
NETAPP INC COM Stock 64110D104 580,040 3,748 SH SOLE 0 3,747 0 0
IVE - ISHARES S&P 500 VALUE ETF ETF 464287408 249,312 1,098 SH SOLE 0 1,098 0 0
ISHARES S&P 500 GROWTH ETF ETF 464287309 1,506,137 10,951 SH SOLE 0 10,951 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 75,373,852 100,647 SH SOLE 0 100,647 0 0
WELLS FARGO & CO COM Stock 949746101 284,943 3,448 SH SOLE 0 3,448 0 0
UNION PAC CORP COM Stock 907818108 235,840 867 SH SOLE 0 867 0 0
SALESFORCE INC COM Stock 79466L302 323,234 2,063 SH SOLE 0 2,063 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 225,612 450 SH SOLE 0 450 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,307,438 3,994 SH SOLE 0 3,994 0 0
IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 4,029,626 75,788 SH SOLE 0 75,787 0 0
MONOLITHIC PWR SYS INC COM Stock 609839105 207,436 150 SH SOLE 0 150 0 0
SANDISK CORP COM Stock 80004C200 311,501 137 SH SOLE 0 137 0 0
CHEVRON CORPORATION COM Stock 166764100 256,425 1,547 SH SOLE 0 1,546 0 0
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 1,304,215 12,119 SH SOLE 0 12,118 0 0
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 35,552,523 498,983 SH SOLE 0 498,982 0 0
TJX COS INC NEW COM Stock 872540109 209,525 1,383 SH SOLE 0 1,383 0 0
BANK OF AMER CORP COM Stock 060505104 512,816 9,000 SH SOLE 0 8,999 0 0
WALMART INC COM Stock 931142103 630,398 5,566 SH SOLE 0 5,565 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 320,298 1,139 SH SOLE 0 1,139 0 0
ORACLE CORP COM Stock 68389X105 495,028 3,378 SH SOLE 0 3,377 0 0
RTX CORPORATION COM Stock 75513E101 336,781 1,775 SH SOLE 0 1,775 0 0
LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 11,042,147 101,239 SH SOLE 0 101,239 0 0
MORGAN STANLEY COM NEW Stock 617446448 419,125 2,005 SH SOLE 0 2,005 0 0
KLA CORP COM NEW Stock 482480100 600,855 1,992 SH SOLE 0 1,991 0 0
CATERPILLAR INC COM Stock 149123101 613,382 576 SH SOLE 0 576 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,594,397 7,343 SH SOLE 0 7,342 0 0
AMERICAN EXPRESS CO COM Stock 025816109 253,349 749 SH SOLE 0 749 0 0
AMGEN INC COM Stock 031162100 284,832 787 SH SOLE 0 786 0 0
APPLIED MATLS INC COM Stock 038222105 866,847 1,199 SH SOLE 0 1,198 0 0
ARISTA NETWORKS INC COM SHS Stock 040413205 367,960 2,166 SH SOLE 0 2,166 0 0
ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 1,001,865 5,327 SH SOLE 0 5,326 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 5,952,792 62,946 SH SOLE 0 62,945 0 0
ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 9,977,820 131,651 SH SOLE 0 131,650 0 0
EATON CORP PLC SHS Stock G29183103 226,052 530 SH SOLE 0 530 0 0
LAM RESEARCH CORP COM NEW Stock 512807306 749,803 1,730 SH SOLE 0 1,730 0 0
PHILIP MORRIS INTL INC COM Stock 718172109 295,245 1,632 SH SOLE 0 1,632 0 0
CITIGROUP INC COM NEW Stock 172967424 268,303 1,917 SH SOLE 0 1,917 0 0
CADENCE DESIGN SYSTEM INC COM Stock 127387108 369,690 985 SH SOLE 0 985 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 1,160,158 8,486 SH SOLE 0 8,485 0 0
UNITEDHEALTH GROUP INC COM Stock 91324P102 442,479 1,065 SH SOLE 0 1,064 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507 6,433,208 83,429 SH SOLE 0 83,428 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 5,587,892 110,476 SH SOLE 0 110,476 0 0
APPLE INC COM Stock 037833100 5,409,715 18,695 SH SOLE 0 18,695 0 0
ABBOTT LABORATORIES COM Stock 002824100 236,329 2,604 SH SOLE 0 2,604 0 0
VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 18,612,605 118,589 SH SOLE 0 118,589 0 0
BOOKING HOLDINGS INC COM Stock 09857L108 216,740 1,216 SH SOLE 0 1,216 0 0
ISHARES RUSSELL 1000 ETF ETF 464287622 5,718,844 13,965 SH SOLE 0 13,965 0 0