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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,638,595 8,936 SH SOLE 8,936 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,256,228 21,669 SH SOLE 21,669 0 0
AIRBNB INC COM CL A 009066101 2,383,083 14,834 SH SOLE 14,834 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,114,390 16,675 SH SOLE 16,675 0 0
ALPHABET INC CAP STK CL A 02079K305 36,750,037 106,807 SH SOLE 106,807 0 0
ALPHABET INC CAP STK CL C 02079K107 7,027,354 20,624 SH SOLE 20,624 0 0
AMAZON COM INC COM 023135106 33,222,284 133,343 SH SOLE 133,343 0 0
AMGEN INC COM 031162100 5,392,656 12,794 SH SOLE 12,794 0 0
ANALOG DEVICES INC COM 032654105 11,136,936 28,073 SH SOLE 28,073 0 0
APPLE INC COM 037833100 24,119,906 72,428 SH SOLE 72,428 0 0
APPLIED MATLS INC COM 038222105 653,544 1,278 SH SOLE 1,278 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 12,299,833 42,463 SH SOLE 42,463 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 7,207,367 3,978 SH SOLE 3,978 0 0
BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 923,136 17,918 SH SOLE 17,918 0 0
BEONE MEDICINES LTD SPONSORED ADS 07725L102 10,189,600 27,845 SH SOLE 27,845 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,074,376 14,207 SH SOLE 14,207 0 0
BIONTECH SE SPONSORED ADS 09075V102 4,560,310 46,392 SH SOLE 46,392 0 0
BROADCOM INC COM 11135F101 51,964,076 147,966 SH SOLE 147,966 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,649,336 14,081 SH SOLE 14,081 0 0
CATERPILLAR INC COM 149123101 7,508,012 9,260 SH SOLE 9,260 0 0
CHEVRON CORPORATION COM 166764100 408,420 2,000 SH SOLE 2,000 0 0
CHUBB LIMITED COM H1467J104 5,537,138 17,009 SH SOLE 17,009 0 0
CLOUDFLARE INC CL A COM 18915M107 27,344,480 78,739 SH SOLE 78,739 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 16,429,057 18,047 SH SOLE 18,047 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 5,149,518 93,086 SH SOLE 93,086 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 19,739,231 74,558 SH SOLE 74,558 0 0
DATADOG INC CL A COM 23804L103 12,502,348 45,654 SH SOLE 45,654 0 0
DEERE & CO COM 244199105 7,989,086 11,889 SH SOLE 11,889 0 0
DYNATRACE INC COM NEW 268150109 6,328,304 109,600 SH SOLE 109,600 0 0
ELI LILLY & CO COM 532457108 5,029,827 4,347 SH SOLE 4,347 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,367,751 8,404 SH SOLE 8,404 0 0
FIRST SOLAR INC COM 336433107 2,649,120 15,124 SH SOLE 15,124 0 0
FORTINET INC COM 34959E109 11,490,872 64,281 SH SOLE 64,281 0 0
GE VERNOVA INC COM 36828A101 2,499,789 2,630 SH SOLE 2,630 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 2,496,303 34,527 SH SOLE 34,527 0 0
GRAIL INC COM 384747101 30,597,024 218,363 SH SOLE 218,363 0 0
GUARDANT HEALTH INC COM 40131M109 9,396,540 52,683 SH SOLE 52,683 0 0
HONEYWELL AEROSPACE INC COM 43849R105 782,134 5,047 SH SOLE 5,047 0 0
HONEYWELL INTL INC COM 438516205 1,506,112 7,140 SH SOLE 7,140 0 0
ILLINOIS TOOL WKS INC COM 452308109 4,137,505 16,055 SH SOLE 16,055 0 0
ILLUMINA INC COM 452327109 13,097,778 47,858 SH SOLE 47,858 0 0
IMMUNITYBIO INC COM 45256X103 94,400 10,000 SH SOLE 10,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 19,693,091 48,430 SH SOLE 48,430 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 5,361,714 53,255 SH SOLE 53,255 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 5,039,534 50,547 SH SOLE 50,547 0 0
ISHARES TR CALIF MUN BD ETF 464288356 6,511,151 120,310 SH SOLE 120,310 0 0
ISHARES TR CORE S&P MCP ETF 464287507 798,286 11,095 SH SOLE 11,095 0 0
ISHARES TR CORE S&P500 ETF 464287200 650,152 849 SH SOLE 849 0 0
ISHARES TR CORE US AGGBD ET 464287226 11,750,999 124,297 SH SOLE 124,297 0 0
ISHARES TR GBL COMM SVC ETF 464287275 924,281 7,815 SH SOLE 7,815 0 0
ISHARES TR GLB CNS DISC ETF 464288745 1,314,056 7,108 SH SOLE 7,108 0 0
ISHARES TR GLOB INDSTRL ETF 464288729 1,729,269 9,137 SH SOLE 9,137 0 0
ISHARES TR GLOBAL TECH ETF 464287291 2,954,846 19,936 SH SOLE 19,936 0 0
ISHARES TR NATIONAL MUN ETF 464288414 7,827,314 77,422 SH SOLE 77,422 0 0
ISHARES TR S&P MC 400GR ETF 464287606 473,406 4,319 SH SOLE 4,319 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 10,443,066 99,895 SH SOLE 99,895 0 0
ISHARES TR TIPS BD ETF 464287176 8,205,548 78,869 SH SOLE 78,869 0 0
ISHARES TR TRS FLT RT BD 46434V860 603,531 11,911 SH SOLE 11,911 0 0
ISHARES TR ULTRA SHORT DUR 46434V878 1,196,043 23,731 SH SOLE 23,731 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 342,668 6,803 SH SOLE 6,803 0 0
LOWES COS INC COM 548661107 3,537,192 19,194 SH SOLE 19,194 0 0
MERCADOLIBRE INC COM 58733R102 26,406,129 15,277 SH SOLE 15,277 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 9,163,157 6,065 SH SOLE 6,065 0 0
MICRON TECHNOLOGY INC COM 595112103 17,286,626 16,230 SH SOLE 16,230 0 0
MICROSOFT CORP COM 594918104 8,929,476 17,410 SH SOLE 17,410 0 0
MONGODB INC CL A 60937P106 6,326,923 18,149 SH SOLE 18,149 0 0
MOODYS CORP COM 615369105 4,774,682 10,514 SH SOLE 10,514 0 0
NETFLIX INC. COM 64110L106 23,300,464 334,873 SH SOLE 334,873 0 0
NVIDIA CORPORATION COM 67066G104 48,492,232 212,265 SH SOLE 212,265 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,947,282 103,386 SH SOLE 103,386 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,028,588 10,588 SH SOLE 10,588 0 0
REPLIGEN CORP COM 759916109 8,030,601 41,776 SH SOLE 41,776 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,244,080 7,452 SH SOLE 7,452 0 0
ROSS STORES INC COM 778296103 10,723,720 45,946 SH SOLE 45,946 0 0
RUBRIK INC. CL A 781154109 6,940,317 60,630 SH SOLE 60,630 0 0
SAMSARA INC COM CL A 79589L106 5,458,844 143,164 SH SOLE 143,164 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 494,490 16,483 SH SOLE 16,483 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 594,355 3,529 SH SOLE 3,529 0 0
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 760,950 14,250 SH SOLE 14,250 0 0
SHERWIN WILLIAMS CO COM 824348106 4,786,369 14,806 SH SOLE 14,806 0 0
SNOWFLAKE INC COM SHS 833445109 10,227,548 30,120 SH SOLE 30,120 0 0
SOFI TECHNOLOGIES INC COM 83406F102 1,454,949 92,554 SH SOLE 92,554 0 0
SPDR SERIES TRUST ST SHO TREAS ETF 78468R101 645,477 22,514 SH SOLE 22,514 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,975,311 22,519 SH SOLE 22,519 0 0
SYMBOTIC INC CLASS A COM 87151X101 4,461,818 106,057 SH SOLE 106,057 0 0
SYNOPSYS INC COM 871607107 6,467,558 14,870 SH SOLE 14,870 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 5,346,021 11,712 SH SOLE 11,712 0 0
TESLA INC COM 88160R101 25,745,014 72,560 SH SOLE 72,560 0 0
TEXAS INSTRS INC COM 882508104 5,675,850 20,264 SH SOLE 20,264 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,065,083 8,982 SH SOLE 8,982 0 0
TJX COS INC NEW COM 872540109 5,356,753 40,486 SH SOLE 40,486 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,862,348 16,444 SH SOLE 16,444 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,768,857 98,801 SH SOLE 98,801 0 0
UNION PAC CORP COM 907818108 3,874,003 14,236 SH SOLE 14,236 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6,831,273 89,415 SH SOLE 89,415 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 7,478,761 79,325 SH SOLE 79,325 0 0
VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 669,217 1,902 SH SOLE 1,902 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 352,850 4,499 SH SOLE 4,499 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,531,229 17,084 SH SOLE 17,084 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 747,364 9,008 SH SOLE 9,008 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 776,009 18,250 SH SOLE 18,250 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 13,281,544 280,438 SH SOLE 280,438 0 0
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 5,295,313 53,705 SH SOLE 53,705 0 0
VEEVA SYS INC CL A COM 922475108 9,416,282 32,988 SH SOLE 32,988 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 529,843 11,790 SH SOLE 11,790 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,885,408 13,170 SH SOLE 13,170 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,143,794 13,028 SH SOLE 13,028 0 0
VISA INC COM CL A 92826C839 237,158 660 SH SOLE 660 0 0
WALMART INC COM 931142103 6,822,877 65,655 SH SOLE 65,655 0 0
ZSCALER INC COM 98980G102 3,306,783 16,582 SH SOLE 16,582 0 0