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
ALPS Smith Core Plus Bond ETF Com 00162Q346 7,687,769 313,275 SH SOLE 0 313,275 0 0
Abbott Laboratories Com 002824100 2,314,302 23,417 SH SOLE 0 23,417 0 0
AbbVie Inc Com 00287Y109 2,474,903 9,461 SH SOLE 0 9,461 0 0
Advanced Micro Devices Inc Com 007903107 922,534 1,508 SH SOLE 0 1,508 0 0
Air Products & Chemicals Inc Com 009158106 1,481,297 5,324 SH SOLE 0 5,324 0 0
Alnylam Pharmaceuticals Inc Com 02043Q107 576,138 2,335 SH SOLE 0 2,335 0 0
Alphabet Inc Cl C Com 02079K107 47,330,149 138,904 SH SOLE 0 138,904 0 0
Alphabet Inc Cl A Com 02079K305 32,123,997 93,362 SH SOLE 0 93,362 0 0
Amazon.com Inc Com 023135106 45,986,612 184,574 SH SOLE 0 184,574 0 0
Avantis US Large Cap Value ETF Com 025072349 92,141,719 1,018,816 SH SOLE 0 1,018,816 0 0
Avantis US Small Cap Value ETF Com 025072877 1,956,631 16,614 SH SOLE 0 16,614 0 0
American Electric Power Co Inc Com 025537101 767,008 6,465 SH SOLE 0 6,465 0 0
American Express Co Com 025816109 3,857,813 12,686 SH SOLE 0 12,686 0 0
American Tower Corp Com 03027X100 1,307,719 7,989 SH SOLE 0 7,989 0 0
Amgen Inc Com 031162100 554,286 1,315 SH SOLE 0 1,315 0 0
Analog Devices Inc Com 032654105 2,003,782 5,051 SH SOLE 0 5,051 0 0
Elevance Health Inc Com 036752103 9,513,648 24,468 SH SOLE 0 24,468 0 0
Apollo Global Management Inc Com 03769M106 2,508,753 21,616 SH SOLE 0 21,616 0 0
Apple Inc Com 037833100 81,875,964 245,859 SH SOLE 0 245,859 0 0
Applied Materials Inc Com 038222105 434,162 849 SH SOLE 0 849 0 0
Arista Networks Inc Com 040413205 13,103,460 64,362 SH SOLE 0 64,362 0 0
Arm Holdings PLC ADR Com 042068205 13,907,735 48,014 SH SOLE 0 48,014 0 0
Automatic Data Processing Inc Com 053015103 1,941,127 7,522 SH SOLE 0 7,522 0 0
Avery Dennison Corp Com 053611109 6,079,265 35,620 SH SOLE 0 35,620 0 0
Bank of America Corp Com 060505104 13,150,342 241,601 SH SOLE 0 241,601 0 0
Berkshire Hathaway Inc Cl B Com 084670702 5,835,974 11,720 SH SOLE 0 11,720 0 0
Blackstone Inc Com 09260D107 2,076,243 18,523 SH SOLE 0 18,523 0 0
Blackrock Inc Com 09290D101 11,465,514 10,834 SH SOLE 0 10,834 0 0
Booking Holdings Inc Com 09857L108 14,031,601 86,131 SH SOLE 0 86,131 0 0
Broadcom Inc Com 11135F101 34,273,686 97,593 SH SOLE 0 97,593 0 0
CVS Health Corp Com 126650100 228,192 2,663 SH SOLE 0 2,663 0 0
Canadian Pacific Kansas City LTD Com 13646K108 314,189 3,692 SH SOLE 0 3,692 0 0
Caterpillar Inc Com 149123101 425,665 525 SH SOLE 0 525 0 0
Chevron Corp Com 166764100 13,010,219 63,710 SH SOLE 0 63,710 0 0
Church & Dwight Co Inc Com 171340102 411,930 4,372 SH SOLE 0 4,372 0 0
Circle Internet Group Inc Cl A Com 172573107 210,520 2,562 SH SOLE 0 2,562 0 0
Cisco Systems Inc Com 17275R102 553,649 5,144 SH SOLE 0 5,144 0 0
Citigroup Inc Com New Com 172967424 334,965 2,587 SH SOLE 0 2,587 0 0
Coca-Cola Co Com 191216100 14,746,709 171,314 SH SOLE 0 171,314 0 0
Cohen & Steers Real Estate Active ETF Com 19249U104 11,332,708 424,446 SH SOLE 0 424,446 0 0
ConocoPhillips Com 20825C104 211,378 1,689 SH SOLE 0 1,689 0 0
Costco Wholesale Corp Com 22160K105 1,247,166 1,370 SH SOLE 0 1,370 0 0
Credit Acceptance Corp Com 225310101 1,062,000 2,000 SH SOLE 0 2,000 0 0
Danaher Corp Com 235851102 13,189,536 59,533 SH SOLE 0 59,533 0 0
Deere & Co Com 244199105 14,046,811 20,917 SH SOLE 0 20,917 0 0
Dell Technologies Inc Cl C Com 24703L202 218,946 407 SH SOLE 0 407 0 0
Direxion NASDAQ 100 Equal Weighted Index Com 25459Y207 233,974 1,948 SH SOLE 0 1,948 0 0
Duke Energy Corp Com 26441C204 4,792,638 42,037 SH SOLE 0 42,037 0 0
Edwards Lifesciences Corp Com 28176E108 403,114 4,670 SH SOLE 0 4,670 0 0
Emerson Electric Co Com 291011104 460,647 2,970 SH SOLE 0 2,970 0 0
ExxonMobil Holdings Corp Com 30233Q108 5,972,600 36,698 SH SOLE 0 36,698 0 0
Meta Platforms Inc Com 30303M102 29,798,371 41,091 SH SOLE 0 41,091 0 0
Ferguson Enterprises Inc Com 31488V107 1,397,831 6,279 SH SOLE 0 6,279 0 0
Arthur J Gallagher & Co Com 363576109 1,961,290 8,598 SH SOLE 0 8,598 0 0
GE Vernova Com 36828A101 768,946 809 SH SOLE 0 809 0 0
General American Investors Fund Com 368802104 447,062 7,047 SH SOLE 0 7,047 0 0
General Dynamics Corp Com 369550108 10,340,155 31,161 SH SOLE 0 31,161 0 0
GE Aerospace Com 369604301 1,286,010 4,118 SH SOLE 0 4,118 0 0
Genuine Parts Co Com 372460105 352,826 2,806 SH SOLE 0 2,806 0 0
Gilead Sciences Inc Com 375558103 1,723,614 11,564 SH SOLE 0 11,564 0 0
Goldman Sachs Group Inc Com 38141G104 509,604 566 SH SOLE 0 566 0 0
HP Inc Com 40434L105 409,111 13,079 SH SOLE 0 13,079 0 0
Hewlett Packard Enterprise Co Com 42824C109 900,913 14,101 SH SOLE 0 14,101 0 0
Home Depot Inc Com 437076102 3,623,834 12,738 SH SOLE 0 12,738 0 0
J B Hunt Transport Services Inc Com 445658107 12,820,365 57,221 SH SOLE 0 57,221 0 0
Illinois Tool Works Inc Com 452308109 875,781 3,404 SH SOLE 0 3,404 0 0
Intel Corp Com 458140100 860,727 7,159 SH SOLE 0 7,159 0 0
Intercontinental Exchange Inc Com 45866F104 13,318,436 87,604 SH SOLE 0 87,604 0 0
International Business Machines Corp Com 459200101 366,843 1,668 SH SOLE 0 1,668 0 0
Invesco QQQ Trust Series 1 Com 46090E103 2,837,018 3,835 SH SOLE 0 3,835 0 0
Intuit Inc Com 461202103 420,182 1,524 SH SOLE 0 1,524 0 0
Intuitive Surgical Inc Com New Com 46120E602 4,492,448 11,048 SH SOLE 0 11,048 0 0
IQVIA Holdings Inc Com 46266C105 19,914,257 74,072 SH SOLE 0 74,072 0 0
iShares Gold Trust ETF Com 464285204 506,010 6,479 SH SOLE 0 6,479 0 0
iShares Core S&P 500 ETF Com 464287200 60,180,870 78,580 SH SOLE 0 78,580 0 0
iShares Core US Aggregate Bond ETF Com 464287226 1,868,678 19,766 SH SOLE 0 19,766 0 0
iShares 1-3 Year Treasury Bond ETF Com 464287457 25,782,303 317,516 SH SOLE 0 317,516 0 0
iShares MSCI EAFE ETF Com 464287465 11,115,405 106,992 SH SOLE 0 106,992 0 0
iShares Russell Mid-Cap Growth ETF Com 464287481 309,642 2,249 SH SOLE 0 2,249 0 0
iShares Russell Mid-Cap ETF Com 464287499 5,017,504 47,020 SH SOLE 0 47,020 0 0
iShares Core S&P Mid-Cap ETF Com 464287507 536,459 7,456 SH SOLE 0 7,456 0 0
iShares Russell 1000 Growth ETF Com 464287614 484,631 3,869 SH SOLE 0 3,869 0 0
iShares Russell 1000 ETF Com 464287622 54,525,930 131,031 SH SOLE 0 131,031 0 0
iShares Russell 2000 ETF Com 464287655 5,289,636 19,035 SH SOLE 0 19,035 0 0
iShares Core S&P Small Cap ETF Com 464287804 1,383,119 10,167 SH SOLE 0 10,167 0 0
iShares S&P Small Cap 600 Growth ETF Com 464287887 515,461 3,215 SH SOLE 0 3,215 0 0
iShares MSCI ACWI Ex US ETF Com 464288240 2,722,396 36,001 SH SOLE 0 36,001 0 0
iShares MSCI EAFE Value ETF Com 464288877 282,926 3,575 SH SOLE 0 3,575 0 0
iShares Silver Trust Com 46428Q109 406,917 7,465 SH SOLE 0 7,465 0 0
iShares MSCI USA Quality Factor ETF Com 46432F339 340,916 1,534 SH SOLE 0 1,534 0 0
iShares Core MSCI Emerging Markets ETF Com 46434G103 331,133 4,080 SH SOLE 0 4,080 0 0
iShares Core MSCI Intl Developed Mkts ETF Com 46435G326 99,697,184 1,114,184 SH SOLE 0 1,114,184 0 0
iShares Copper and Metals Mining ETF Com 46436E189 427,942 8,041 SH SOLE 0 8,041 0 0
JPMorgan Chase & Co Com 46625H100 28,820,917 87,117 SH SOLE 0 87,117 0 0
JPMorgan Active Growth ETF Com 46654Q609 2,589,117 26,808 SH SOLE 0 26,808 0 0
Johnson & Johnson Com 478160104 7,448,195 28,134 SH SOLE 0 28,134 0 0
KLA Corp Com 482480100 1,394,139 7,152 SH SOLE 0 7,152 0 0
Kimberly-Clark Corp Com 494368103 623,552 6,400 SH SOLE 0 6,400 0 0
Labcorp Holdings Inc Com 504922105 1,573,210 5,106 SH SOLE 0 5,106 0 0
Lam Research Corp Com 512807306 952,350 2,899 SH SOLE 0 2,899 0 0
Lennox Intl Inc Com 526107107 205,557 579 SH SOLE 0 579 0 0
Lilly Eli & Co Com 532457108 19,737,471 17,058 SH SOLE 0 17,058 0 0
Lowe's Cos Inc Com 548661107 8,342,624 45,269 SH SOLE 0 45,269 0 0
Marathon Petroleum Corp Com 56585A102 643,348 1,627 SH SOLE 0 1,627 0 0
Marsh Com 571748102 11,944,100 69,959 SH SOLE 0 69,959 0 0
Mastercard Inc Cl A Com 57636Q104 21,167,073 38,383 SH SOLE 0 38,383 0 0
McDonald's Corp Com 580135101 645,477 2,795 SH SOLE 0 2,795 0 0
Merck & Co Inc Com 58933Y105 11,372,397 78,263 SH SOLE 0 78,263 0 0
Microsoft Corp Com 594918104 81,536,226 158,971 SH SOLE 0 158,971 0 0
Micron Technology Inc Com 595112103 5,852,779 5,495 SH SOLE 0 5,495 0 0
Morgan Stanley Com New Com 617446448 19,484,336 103,596 SH SOLE 0 103,596 0 0
NB Bancorp Inc Com 63945M107 1,073,185 48,516 SH SOLE 0 48,516 0 0
Netflix Inc Com 64110L106 7,442,068 106,957 SH SOLE 0 106,957 0 0
NextEra Energy Inc Com 65339F101 8,693,437 114,780 SH SOLE 0 114,780 0 0
Norfolk Southern Corp Com 655844108 334,338 1,082 SH SOLE 0 1,082 0 0
NVIDIA Corp Com 67066G104 84,408,334 369,596 SH SOLE 0 369,596 0 0
O'Reilly Automotive Inc Com 67103H107 221,554 2,594 SH SOLE 0 2,594 0 0
Oracle Corp Com 68389X105 818,583 5,962 SH SOLE 0 5,962 0 0
Palantir Technologies Inc Cl A Com 69608A108 332,201 1,776 SH SOLE 0 1,776 0 0
Palo Alto Networks Inc Com 697435105 39,988,854 100,649 SH SOLE 0 100,649 0 0
Paychex Inc Com 704326107 282,498 2,868 SH SOLE 0 2,868 0 0
PepsiCo Inc Com 713448108 3,417,892 26,972 SH SOLE 0 26,972 0 0
Pfizer Inc Com 717081103 286,997 10,063 SH SOLE 0 10,063 0 0
Procter & Gamble Co Com 742718109 13,749,444 94,641 SH SOLE 0 94,641 0 0
Progressive Corp Com 743315103 720,195 3,474 SH SOLE 0 3,474 0 0
Qualcomm Inc Com 747525103 816,770 4,438 SH SOLE 0 4,438 0 0
Quanta Services Inc Com 74762E102 12,135,086 18,887 SH SOLE 0 18,887 0 0
RadNet Inc Com 750491102 1,034,100 15,000 SH SOLE 0 15,000 0 0
RTX Corp Com 75513E101 291,842 1,572 SH SOLE 0 1,572 0 0
Robinhood Markets Inc Com 770700102 317,475 2,822 SH SOLE 0 2,822 0 0
Shell PLC ADR Com 780259305 14,177,278 149,156 SH SOLE 0 149,156 0 0
Rush Enterprises Inc Cl A Com 781846209 916,200 20,000 SH SOLE 0 20,000 0 0
State Street SPDR S&P 500 ETF Trust Com 78462F103 13,118,204 17,201 SH SOLE 0 17,201 0 0
SPDR Dow Jones REIT ETF Com 78464A607 278,248 2,652 SH SOLE 0 2,652 0 0
State Street SPDR S&P Dividend ETF Com 78464A763 463,316 3,163 SH SOLE 0 3,163 0 0
SPDR Dow Jones Industrial Average ETF Com 78467X109 203,420 400 SH SOLE 0 400 0 0
State Street SPDR S&P MidCap 400 ETF Trust Com 78467Y107 5,071,115 7,722 SH SOLE 0 7,722 0 0
Salesforce Inc Com 79466L302 2,095,285 9,127 SH SOLE 0 9,127 0 0
SLB Ltd Com 806857108 279,312 5,733 SH SOLE 0 5,733 0 0
Charles Schwab Corp Com 808513105 2,407,629 24,633 SH SOLE 0 24,633 0 0
State Street Health Care Select Sector SPDR Com 81369Y209 1,663,990 9,880 SH SOLE 0 9,880 0 0
State Street Consumer Disc Select Sector SPDR Com 81369Y407 921,766 8,469 SH SOLE 0 8,469 0 0
State Street Energy Select Sector SPDR ETF Com 81369Y506 962,475 15,650 SH SOLE 0 15,650 0 0
State Street Financial Select Sector SPDR ETF Com 81369Y605 491,173 9,198 SH SOLE 0 9,198 0 0
State Street Industrial Select Sector SPDR Com 81369Y704 1,081,362 6,476 SH SOLE 0 6,476 0 0
State Street Technology Select Sector SPDR Com 81369Y803 4,189,246 21,401 SH SOLE 0 21,401 0 0
State Street Comm Services Select Sector SPDR Com 81369Y852 577,044 5,200 SH SOLE 0 5,200 0 0
ServiceNow Inc Com 81762P102 18,335,516 136,822 SH SOLE 0 136,822 0 0
Snowflake Inc Cl A Com 833445109 266,555 785 SH SOLE 0 785 0 0
Stryker Corp Com 863667101 12,080,809 43,868 SH SOLE 0 43,868 0 0
Sysco Corp Com 871829107 600,058 7,697 SH SOLE 0 7,697 0 0
TJX Companies Inc Com 872540109 16,110,066 121,760 SH SOLE 0 121,760 0 0
Tesla Inc Com 88160R101 493,896 1,392 SH SOLE 0 1,392 0 0
Texas Pacific Land Trust Com 88262P102 293,247 900 SH SOLE 0 900 0 0
Thermo Fisher Scientific Inc Com 883556102 6,929,388 10,265 SH SOLE 0 10,265 0 0
3M Co Com 88579Y101 1,588,315 9,676 SH SOLE 0 9,676 0 0
Travelers Companies Inc Com 89417E109 591,450 1,659 SH SOLE 0 1,659 0 0
Truist Financial Corporation Com 89832Q109 234,139 5,057 SH SOLE 0 5,057 0 0
Uber Technologies Inc Com 90353T100 254,583 3,716 SH SOLE 0 3,716 0 0
Unilever PLC ADR Com 904767803 6,766,415 111,418 SH SOLE 0 111,418 0 0
Union Pacific Corp Com 907818108 427,516 1,571 SH SOLE 0 1,571 0 0
UnitedHealth Group Inc Com 91324P102 476,837 1,299 SH SOLE 0 1,299 0 0
Valero Energy Corp Com 91913Y100 298,847 771 SH SOLE 0 771 0 0
Vanguard Total International Stock ETF Com 921909768 1,090,971 12,841 SH SOLE 0 12,841 0 0
Vanguard FTSE Developed Markets ETF Com 921943858 982,468 13,914 SH SOLE 0 13,914 0 0
Vanguard FTSE Emerging Markets ETF Com 922042858 580,704 9,791 SH SOLE 0 9,791 0 0
Vanguard Interm-Term Treasury Index ETF Com 92206C706 545,239 9,623 SH SOLE 0 9,623 0 0
Vanguard S&P 500 ETF Com 922908363 2,420,070 3,453 SH SOLE 0 3,453 0 0
Vanguard Extended Market Index ETF Com 922908652 291,854 1,260 SH SOLE 0 1,260 0 0
Vanguard Morningstar Growth ETF Com 922908736 5,310,363 58,932 SH SOLE 0 58,932 0 0
Vanguard Morningstar Value ETF Com 922908744 2,401,513 11,114 SH SOLE 0 11,114 0 0
Vanguard Morningstar Total Stock Market ETF Com 922908769 876,844 2,343 SH SOLE 0 2,343 0 0
Verizon Communications Inc Com 92343V104 210,589 4,591 SH SOLE 0 4,591 0 0
Vertiv Holdings Co Cl A Com 92537N108 9,298,398 38,533 SH SOLE 0 38,533 0 0
Visa Inc Cl A Com 92826C839 1,686,336 4,693 SH SOLE 0 4,693 0 0
Walmart Inc Com 931142103 11,747,325 113,042 SH SOLE 0 113,042 0 0
Waste Management Inc Com 94106L109 2,178,681 10,684 SH SOLE 0 10,684 0 0
Waters Corp Com 941848103 1,960,558 4,462 SH SOLE 0 4,462 0 0
Wells Fargo & Co Com 949746101 542,179 6,773 SH SOLE 0 6,773 0 0
Xylem Inc Com 98419M100 2,196,850 21,693 SH SOLE 0 21,693 0 0
Zimmer Biomet Holdings Inc Com 98956P102 288,698 3,250 SH SOLE 0 3,250 0 0
Zurn Elkay Water Solutions Corp Com 98983L108 2,472,204 53,200 SH SOLE 0 53,200 0 0
Amcor PLC Com G0250X149 474,818 11,343 SH SOLE 0 11,343 0 0
Astrazeneca PLC Com G0593M107 6,855,693 42,458 SH SOLE 0 42,458 0 0
Eaton Corp PLC Com G29183103 12,137,159 28,245 SH SOLE 0 28,245 0 0
Aptiv PLC Com G3265R107 4,568,466 106,194 SH SOLE 0 106,194 0 0
Linde PLC Com G54950103 7,999,751 16,854 SH SOLE 0 16,854 0 0
Medtronic PLC Com G5960L103 671,595 7,783 SH SOLE 0 7,783 0 0
Versigent PLC Com G9600F104 583,995 12,995 SH SOLE 0 12,995 0 0
Alcon Inc Com H01301128 306,915 4,740 SH SOLE 0 4,740 0 0
ASML Holdings NV NY Registry Shs New 2012 Com N07059210 21,261,759 11,736 SH SOLE 0 11,736 0 0