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
EATON CORP PLC SHS G29183103 3,485,235 8,179 SH SOLE 8,179 0 0
DISNEY WALT CO COM 254687106 1,158,561 12,037 SH SOLE 12,037 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,152,266 1,543 SH SOLE 1,543 0 0
AGNICO EAGLE MINES LTD COM 008474108 3,104,462 20,012 SH SOLE 20,012 0 0
AMENTUM HOLDINGS INC COM 023939101 1,414,200 68,418 SH SOLE 68,418 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,370,350 6,119 SH SOLE 6,119 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 355,810 1,610 SH SOLE 1,610 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 864,721 3,075 SH SOLE 3,075 0 0
INVESCO CURRENCYSHARES SWISS SWISS FRANC 46138R108 2,261,317 20,736 SH SOLE 20,736 0 0
INVITATION HOMES INC COM 46187W107 534,052 17,678 SH SOLE 17,678 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 1,655,579 31,589 SH SOLE 31,589 0 0
ISHARES GOLD TR ISHARES NEW 464285204 4,444,141 58,855 SH SOLE 58,855 0 0
ISHARES TR MSCI EAFE ETF 464287465 4,104,818 39,515 SH SOLE 39,515 0 0
ISHARES TR US INDUSTRIALS 464287754 1,481,352 8,889 SH SOLE 8,889 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 609,722 12,057 SH SOLE 12,057 0 0
NEWMONT CORP COM 651639106 4,375,136 46,843 SH SOLE 46,843 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 20,818,988 56,261 SH SOLE 56,261 0 0
ALCON AG ORD SHS H01301128 999,857 14,901 SH SOLE 14,901 0 0
CUMMINS INC COM 231021106 2,755,843 3,864 SH SOLE 3,864 0 0
MICROSOFT CORP COM 594918104 3,793,240 10,169 SH SOLE 10,169 0 0
NEXTERA ENERGY INC COM 65339F101 1,450,838 16,530 SH SOLE 16,530 0 0
RTX CORPORATION COM 75513E101 2,147,744 11,320 SH SOLE 11,320 0 0
STRYKER CORPORATION COM 863667101 1,243,618 3,950 SH SOLE 3,950 0 0
ALPHABET INC CAP STK CL A 02079K305 4,197,311 11,745 SH SOLE 11,745 0 0
CHEVRON CORPORATION COM 166764100 638,176 3,850 SH SOLE 3,850 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,866,504 5,648 SH SOLE 5,648 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 465,761 1,550 SH SOLE 1,550 0 0
PROCTER & GAMBLE CO COM 742718109 689,795 4,704 SH SOLE 4,704 0 0
TETRA TECH INC NEW COM 88162G103 766,885 26,545 SH SOLE 26,545 0 0
WISDOMTREE TR US MIDCAP FUND 97717W570 1,718,495 22,676 SH SOLE 22,676 0 0
ZOETIS INC CL A 98978V103 274,218 3,816 SH SOLE 3,816 0 0
ISHARES TR U.S. UTILITS ETF 464287697 896,709 7,824 SH SOLE 7,824 0 0
JFROG LTD ORD SHS M6191J100 309,174 3,402 SH SOLE 3,402 0 0
HONEYWELL AEROSPACE INC COM 43849R105 683,800 3,093 SH SOLE 3,093 0 0
HONEYWELL INTL INC COM 438516205 692,523 3,093 SH SOLE 3,093 0 0
JPMORGAN CHASE & CO COM 46625H100 1,927,974 5,890 SH SOLE 5,890 0 0
PEPSICO INC COM 713448108 260,510 1,924 SH SOLE 1,924 0 0
SHERWIN WILLIAMS CO COM 824348106 1,196,512 3,475 SH SOLE 3,475 0 0
APPLE INC COM 037833100 3,702,072 12,794 SH SOLE 12,794 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 474,504 13,956 SH SOLE 13,956 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,318,192 19,269 SH SOLE 19,269 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 8,540,063 71,453 SH SOLE 71,453 0 0
ENPHASE ENERGY INC COM 29355A107 526,129 10,685 SH SOLE 10,685 0 0
ISHARES TR US HLTHCARE ETF 464287762 242,241 3,615 SH SOLE 3,615 0 0
WISDOMTREE TR US QTLY DIV GRT 97717X669 1,621,724 16,960 SH SOLE 16,960 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 400,777 1,367 SH SOLE 1,367 0 0
ALBEMARLE CORP COM 012653101 367,552 2,722 SH SOLE 2,722 0 0
AMGEN INC COM 031162100 369,000 1,019 SH SOLE 1,019 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,084,998 6,888 SH SOLE 6,888 0 0
CONSTELLATION ENERGY CORP COM 21037T109 353,182 1,422 SH SOLE 1,422 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 398,474 3,148 SH SOLE 3,148 0 0
EXELON CORP COM 30161N101 321,631 6,899 SH SOLE 6,899 0 0
FIRST SOLAR INC COM 336433107 934,874 3,962 SH SOLE 3,962 0 0
ISHARES TR JPMORGAN USD EMG 464288281 673,633 6,985 SH SOLE 6,985 0 0
LINDE PLC SHS G54950103 814,217 1,569 SH SOLE 1,569 0 0
ORMAT TECHNOLOGIES INC COM 686688102 302,851 2,781 SH SOLE 2,781 0 0
QUANTA SVCS INC COM 74762E102 2,556,142 3,550 SH SOLE 3,550 0 0
RIO TINTO PLC SPONSORED ADR 767204100 557,714 5,875 SH SOLE 5,875 0 0
SEMPRA COM 816851109 363,145 3,917 SH SOLE 3,917 0 0
SHELL PLC SPON ADS 780259305 231,302 2,983 SH SOLE 2,983 0 0
SOUTHERN CO COM 842587107 461,705 4,824 SH SOLE 4,824 0 0
SUNRUN INC COM 86771W105 325,134 24,300 SH SOLE 24,300 0 0
TOYOTA MOTOR CORP ADS 892331307 383,661 2,278 SH SOLE 2,278 0 0
ALPHABET INC CAP STK CL C 02079K107 1,030,664 2,917 SH SOLE 2,917 0 0
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 239,350 6,448 SH SOLE 6,448 0 0
ENERGY VAULT HOLDINGS INC COM 29280W109 178,980 38,000 SH SOLE 38,000 0 0
ENERSYS COM 29275Y102 661,711 2,830 SH SOLE 2,830 0 0
FLEX LTD ORD Y2573F102 2,035,599 12,560 SH SOLE 12,560 0 0
FREEPORT MCMORAN INC CL B 35671D857 501,359 7,972 SH SOLE 7,972 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 203,021 5,199 SH SOLE 5,199 0 0
HECLA MINING COMPANY COM 422704106 432,040 28,000 SH SOLE 28,000 0 0
HUDBAY MINERALS INC COM 443628102 970,725 41,115 SH SOLE 41,115 0 0
MASTEC INC COM 576323109 998,544 2,400 SH SOLE 2,400 0 0
NEXTPOWER INC CLASS A COM 65290E101 251,862 2,114 SH SOLE 2,114 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 353,925 35,750 SH SOLE 35,750 0 0
AES CORP COM 00130H105 293,200 20,000 SH SOLE 20,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 347,568 29,430 SH SOLE 29,430 0 0
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1,664,380 6,760 SH SOLE 6,760 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 236,255 1,495 SH SOLE 1,495 0 0
AMAZON COM INC COM 023135106 226,423 950 SH SOLE 950 0 0
NVIDIA CORPORATION COM 67066G104 651,293 3,255 SH SOLE 3,255 0 0
INTEL CORP COM 458140100 280,656 2,010 SH SOLE 2,010 0 0
JACOBS SOLUTIONS INC COM 46982L108 394,506 3,131 SH SOLE 3,131 0 0
PROGRESSIVE CORP COM 743315103 632,413 2,895 SH SOLE 2,895 0 0
CONOCOPHILLIPS COM 20825C104 285,370 2,745 SH SOLE 2,745 0 0
RPM INTL INC COM 749685103 210,740 1,896 SH SOLE 1,896 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,197,934 2,394 SH SOLE 2,394 0 0
ADVISORS SER TR SCHARF ETF 00770X220 289,113 5,348 SH SOLE 5,348 0 0
APPLIED MATLS INC COM 038222105 257,388 356 SH SOLE 356 0 0
BROADCOM INC COM 11135F101 385,305 1,020 SH SOLE 1,020 0 0
NOVO-NORDISK A S ADR 670100205 316,883 6,610 SH SOLE 6,610 0 0
CINCINNATI FINL CORP COM 172062101 740,560 4,000 SH SOLE 4,000 0 0
ISHARES TR CORE US AGGBD ET 464287226 455,407 4,601 SH SOLE 4,601 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1,330,988 5,625 SH SOLE 5,625 0 0