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
ABBOTT LABORATORIES COM 002824100 738,359 7,471 SH SOLE 7,471 0 0
ABBVIE INC COM 00287Y109 2,908,673 11,119 SH SOLE 11,119 0 0
ADVANCED ENERGY INDS COM 007973100 284,356 1,009 SH SOLE 1,009 0 0
ADVANCED MICRO DEVICES INC COM 007903107 32,289,916 52,782 SH SOLE 52,782 0 0
ALPHABET INC CAP STK CL A 02079K305 47,208,478 137,202 SH SOLE 137,202 0 0
ALPHABET INC CAP STK CL C 02079K107 1,724,144 5,060 SH SOLE 5,060 0 0
AMAZON COM INC COM 023135106 34,058,307 136,698 SH SOLE 136,698 0 0
AMERICAN EXPRESS CO COM 025816109 3,992,110 13,128 SH SOLE 13,128 0 0
APPLE INC COM 037833100 18,291,252 54,925 SH SOLE 54,925 0 0
APPLOVIN CORP COM CL A 03831W108 5,663,385 19,500 SH SOLE 19,500 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 67,977,455 91 SH SOLE 91 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,229,736 14,519 SH SOLE 14,519 0 0
BITMINE IMMERSION TECHS INC COM NEW 09175A206 607,890 23,000 SH SOLE 23,000 0 0
BLACKROCK INC COM 09290D101 319,604 302 SH SOLE 302 0 0
BLOOM ENERGY CORP COM CL A 093712107 329,606 1,190 SH SOLE 1,190 0 0
BROADCOM INC COM 11135F101 3,883,810 11,059 SH SOLE 11,059 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 116,749 13,030 SH SOLE 13,030 0 0
CANADIAN NATL RY CO COM 136375102 249,690 2,100 SH SOLE 2,100 0 0
CHEVRON CORPORATION COM 166764100 341,235 1,671 SH SOLE 1,671 0 0
CINTAS CORP COM 172908105 218,467 1,120 SH SOLE 1,120 0 0
CISCO SYS INC COM 17275R102 992,887 9,225 SH SOLE 9,225 0 0
CITIGROUP INC COM NEW 172967424 17,004,608 131,330 SH SOLE 131,330 0 0
CLOUDFLARE INC CL A COM 18915M107 24,264,106 69,869 SH SOLE 69,869 0 0
COLGATE PALMOLIVE CO COM 194162103 213,300 2,500 SH SOLE 2,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,937,665 7,628 SH SOLE 7,628 0 0
CORNING INC COM 219350105 21,054,664 136,932 SH SOLE 136,932 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 4,153,881 4,563 SH SOLE 4,563 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 673,524 2,544 SH SOLE 2,544 0 0
DELL TECHNOLOGIES INC CL C 24703L202 30,856,812 57,360 SH SOLE 57,360 0 0
DTE ENERGY CO COM 233331107 206,573 1,696 SH SOLE 1,696 0 0
EATON CORP PLC SHS G29183103 10,191,432 23,717 SH SOLE 23,717 0 0
ELI LILLY & CO COM 532457108 30,823,454 26,639 SH SOLE 26,639 0 0
ENBRIDGE INC COM 29250N105 2,295,676 49,380 SH SOLE 49,380 0 0
ENPHASE ENERGY INC COM 29355A107 924,809 28,033 SH SOLE 28,033 0 0
EXELON CORP COM 30161N101 277,669 6,873 SH SOLE 6,873 0 0
EXTRA SPACE STORAGE INC COM 30225T102 524,067 3,985 SH SOLE 3,985 0 0
EXXONMOBIL HOLDINGS CORP COM SHS *A* 30233Q108 1,002,866 6,162 SH SOLE 6,162 0 0
FASTENAL CO COM 311900104 3,202,610 64,660 SH SOLE 64,660 0 0
FIRST SOLAR INC COM 336433107 204,762 1,169 SH SOLE 1,169 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 6,375,275 97,526 SH SOLE 97,526 0 0
GE VERNOVA INC COM 36828A101 17,085,058 17,975 SH SOLE 17,975 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,512,905 2,791 SH SOLE 2,791 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 540,667 15,094 SH SOLE 15,094 0 0
HOME DEPOT INC COM 437076102 3,563,522 12,526 SH SOLE 12,526 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,672,577 6,501 SH SOLE 6,501 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,216,015 10,076 SH SOLE 10,076 0 0
IONQ INC COM 46222L108 343,862 7,840 SH SOLE 7,840 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 86,426,680 1,692,981 SH SOLE 1,692,981 0 0
ISHARES TR TRS FLT RT BD 46434V860 32,228,147 636,040 SH SOLE 636,040 0 0
JPMORGAN CHASE & CO COM 46625H100 2,765,881 8,360 SH SOLE 8,360 0 0
KIMBERLY-CLARK CORP COM 494368103 235,196 2,414 SH SOLE 2,414 0 0
LAM RESEARCH CORP COM NEW 512807306 320,297 975 SH SOLE 975 0 0
LINDE PLC SHS G54950103 1,557,801 3,282 SH SOLE 3,282 0 0
LOWES COS INC COM 548661107 3,523,256 19,118 SH SOLE 19,118 0 0
LUMENTUM HLDGS INC COM 55024U109 5,434,200 5,595 SH SOLE 5,595 0 0
MARRIOTT INTL INC NEW CL A 571903202 5,111,334 14,371 SH SOLE 14,371 0 0
MARVELL TECHNOLOGY INC COM 573874104 41,729,063 157,939 SH SOLE 157,939 0 0
MERCADOLIBRE INC COM 58733R102 299,036 173 SH SOLE 173 0 0
MERCK & CO INC COM 58933Y105 6,512,358 44,817 SH SOLE 44,817 0 0
META PLATFORMS INC CL A 30303M102 24,006,359 33,104 SH SOLE 33,104 0 0
MICROSOFT CORP COM 594918104 25,094,185 48,926 SH SOLE 48,926 0 0
MORGAN STANLEY COM NEW 617446448 20,788,482 110,530 SH SOLE 110,530 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 800,105 3,392 SH SOLE 3,392 0 0
NETFLIX INC. COM 64110L106 225,230 3,237 SH SOLE 3,237 0 0
NEXTERA ENERGY INC COM 65339F101 5,486,757 72,442 SH SOLE 72,442 0 0
NVIDIA CORPORATION COM 67066G104 135,180,407 591,910 SH SOLE 591,910 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 447,719 5,242 SH SOLE 5,242 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 15,369,150 82,166 SH SOLE 82,166 0 0
PALO ALTO NETWORKS INC COM 697435105 5,591,741 14,074 SH SOLE 14,074 0 0
PLUG PWR INC COM NEW 72919P202 103,014 53,100 SH SOLE 53,100 0 0
ROBINHOOD MKTS INC COM CL A 770700102 5,717,363 50,821 SH SOLE 50,821 0 0
SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 17,640,212 731,959 SH SOLE 731,959 0 0
SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1,888,890 79,700 SH SOLE 79,700 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 399,524 14,544 SH SOLE 14,544 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 659,729 27,650 SH SOLE 27,650 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 266,464 9,091 SH SOLE 9,091 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 230,096 6,404 SH SOLE 6,404 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 767,100 25,570 SH SOLE 25,570 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 210,380 6,184 SH SOLE 6,184 0 0
SERVICENOW INC COM 81762P102 5,806,251 43,327 SH SOLE 43,327 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 7,758,908 52,319 SH SOLE 52,319 0 0
SILVIA INC COM SHS 74277P105 157,209 40,570 SH SOLE 40,570 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 3,726,767 23,635 SH SOLE 23,635 0 0
STERLING INFRASTRUCTURE INC COM 859241101 7,061,469 14,359 SH SOLE 14,359 0 0
STRATEGY INC CL A NEW 594972408 408,597 2,669 SH SOLE 2,669 0 0
STRIVE INC CL A COM 862945300 767,248 26,088 SH SOLE 26,088 0 0
STRYKER CORPORATION COM 863667101 1,255,778 4,560 SH SOLE 4,560 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,750,415 69,339 SH SOLE 69,339 0 0
UNION PAC CORP COM 907818108 3,573,355 13,131 SH SOLE 13,131 0 0
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 14,549,367 293,630 SH SOLE 293,630 0 0
VANGUARD INDEX FDS MRNGSTR SM CP GR 922908595 1,045,922 3,096 SH SOLE 3,096 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1,467,780 25,500 SH SOLE 25,500 0 0
VANGUARD WORLD FD MRNGSTR MEGA CAP 921910816 1,030,731 11,125 SH SOLE 11,125 0 0
VEEVA SYS INC CL A COM 922475108 1,169,489 4,097 SH SOLE 4,097 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 29,891,070 123,870 SH SOLE 123,870 0 0
VISA INC COM CL A 92826C839 10,189,521 28,357 SH SOLE 28,357 0 0
VISTRA CORP COM 92840M102 2,252,891 16,284 SH SOLE 16,284 0 0
WALMART INC COM 931142103 9,037,195 86,963 SH SOLE 86,963 0 0
WASTE MGMT INC DEL COM 94106L109 1,764,112 8,651 SH SOLE 8,651 0 0
WELLTOWER INC COM 95040Q104 610,596 2,652 SH SOLE 2,652 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 367,091 7,285 SH SOLE 7,285 0 0