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
ADVANCED MICRO DEVICES INC COM 007903107 396,762 683 SH SOLE 0 0 683
ALPHABET INC CAP STK CL C 02079K107 831,385 2,353 SH SOLE 0 0 2,353
ALPHABET INC CAP STK CL A 02079K305 25,318,235 70,846 SH SOLE 0 0 70,846
AMAZON COM INC COM 023135106 15,524,276 65,135 SH SOLE 0 0 65,135
APPLE INC COM 037833100 16,667,136 57,600 SH SOLE 0 0 57,600
APPLOVIN CORP COM CL A 03831W108 240,097 466 SH SOLE 0 0 466
ARISTA NETWORKS INC COM SHS 040413205 8,092,743 47,638 SH SOLE 0 0 47,638
BANK OF NY MELLON CORP COM 064058100 9,975,487 68,982 SH SOLE 0 0 68,982
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,497,700 2 SH SOLE 0 0 2
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 178,639 357 SH SOLE 0 0 357
BROADCOM INC COM 11135F101 14,530,154 38,465 SH SOLE 0 0 38,465
CASEYS GEN STORES INC COM 147528103 1,317,762 1,658 SH SOLE 0 0 1,658
CAVA GROUP INC COM 148929102 4,286,578 54,620 SH SOLE 0 0 54,620
CHEVRON CORPORATION COM 166764100 428,490 2,585 SH SOLE 0 0 2,585
COMFORT SYS USA INC COM 199908104 9,027,782 4,555 SH SOLE 0 0 4,555
COREWEAVE INC COM CL A 21873S108 208,138 2,091 SH SOLE 0 0 2,091
COSTCO WHOLESALE CORPORATION COM 22160K105 13,884,246 14,842 SH SOLE 0 0 14,842
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 582,197 8,329 SH SOLE 0 0 8,329
ELI LILLY & CO COM 532457108 18,263,721 15,227 SH SOLE 0 0 15,227
EMERSON ELEC CO COM 291011104 236,198 1,650 SH SOLE 0 0 1,650
EQUINIX INC COM 29444U700 833,912 800 SH SOLE 0 0 800
GE AEROSPACE COM NEW 369604301 11,882,745 31,795 SH SOLE 0 0 31,795
GE VERNOVA INC COM 36828A101 15,772,496 13,425 SH SOLE 0 0 13,425
GOLDMAN SACHS GROUP INC COM 38141G104 8,705,873 8,608 SH SOLE 0 0 8,608
HOWMET AEROSPACE INC COM 443201108 8,266,638 30,747 SH SOLE 0 0 30,747
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 57,465 900 SH SOLE 0 0 900
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 459,255 8,500 SH SOLE 0 0 8,500
INVESCO QQQ TR UNIT SER 1 46090E103 3,482,534 4,729 SH SOLE 0 0 4,729
ISHARES TR CORE S&P TTL STK 464287150 1,265,536 7,704 SH SOLE 0 0 7,704
ISHARES TR CORE S&P500 ETF 464287200 492,021 657 SH SOLE 0 0 657
ISHARES TR CORE US AGGBD ET 464287226 756,801 7,646 SH SOLE 0 0 7,646
ISHARES TR MSCI EMG MKT ETF 464287234 71,762 1,049 SH SOLE 0 0 1,049
ISHARES TR IBOXX INV CP ETF 464287242 4,472 41 SH SOLE 0 0 41
ISHARES TR 20 YR TR BD ETF 464287432 4,580 53 SH SOLE 0 0 53
ISHARES TR 7-10 YR TRSY BD 464287440 4,256 45 SH SOLE 0 0 45
ISHARES TR MSCI EAFE ETF 464287465 15,478 149 SH SOLE 0 0 149
ISHARES TR RUS MID CAP ETF 464287499 14,121 128 SH SOLE 0 0 128
ISHARES TR CORE S&P MCP ETF 464287507 761,924 9,881 SH SOLE 0 0 9,881
ISHARES TR RUS 1000 GRW ETF 464287614 1,223,128 9,850 SH SOLE 0 0 9,850
ISHARES TR RUS 1000 ETF 464287622 262,080 640 SH SOLE 0 0 640
ISHARES TR RUS 2000 VAL ETF 464287630 12,608 57 SH SOLE 0 0 57
ISHARES TR RUSSELL 2000 ETF 464287655 952,126 3,169 SH SOLE 0 0 3,169
ISHARES TR RUSSELL 3000 ETF 464287689 124,935 293 SH SOLE 0 0 293
LAM RESEARCH CORP COM NEW 512807306 13,597,029 31,378 SH SOLE 0 0 31,378
MARVELL TECHNOLOGY INC COM 573874104 17,246,342 57,895 SH SOLE 0 0 57,895
MCKESSON CORP COM 58155Q103 249,348 330 SH SOLE 0 0 330
MERCK & CO INC COM 58933Y105 257,000 2,000 SH SOLE 0 0 2,000
META PLATFORMS INC CL A 30303M102 6,657,525 11,819 SH SOLE 0 0 11,819
MICROSOFT CORP COM 594918104 10,907,105 29,240 SH SOLE 0 0 29,240
NVIDIA CORPORATION COM 67066G104 26,504,159 132,461 SH SOLE 0 0 132,461
PAYPAL HLDGS INC COM 70450Y103 312,321 7,233 SH SOLE 0 0 7,233
ROSS STORES INC COM 778296103 5,219,508 24,522 SH SOLE 0 0 24,522
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 65,276 2,254 SH SOLE 0 0 2,254
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 164,543 5,591 SH SOLE 0 0 5,591
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 381,447 11,272 SH SOLE 0 0 11,272
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 122,670 3,524 SH SOLE 0 0 3,524
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 189,401 5,137 SH SOLE 0 0 5,137
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10,044 278 SH SOLE 0 0 278
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 73 2 SH SOLE 0 0 2
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 265,643 9,590 SH SOLE 0 0 9,590
SNOWFLAKE INC COM SHS 833445109 240,503 945 SH SOLE 0 0 945
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 5,191,310 6,952 SH SOLE 0 0 6,952
TESLA INC COM 88160R101 14,809,326 35,210 SH SOLE 0 0 35,210
TJX COS INC NEW COM 872540109 2,264,016 14,944 SH SOLE 0 0 14,944
VANGUARD INDEX FDS MID CAP ETF 922908629 129,572 1,608 SH SOLE 0 0 1,608
VANGUARD INDEX FDS GROWTH ETF 922908736 8,786 102 SH SOLE 0 0 102
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,483,338 6,711 SH SOLE 0 0 6,711
VICTORIAS SECRET AND CO COMMON STOCK 926400102 5,007,965 59,990 SH SOLE 0 0 59,990
VIKING HOLDINGS LTD ORD SHS G93A5A101 7,152,624 68,335 SH SOLE 0 0 68,335
VISA INC COM CL A 92826C839 7,510,926 21,892 SH SOLE 0 0 21,892
WALMART INC COM 931142103 339,780 3,000 SH SOLE 0 0 3,000