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

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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
3M CO COM 88579Y101 291,818 1,778 SH SOLE 0 0 1,778
ABBOTT LABORATORIES COM 002824100 2,750,835 27,834 SH SOLE 0 0 27,834
ABBVIE INC COM 00287Y109 4,909,542 18,768 SH SOLE 0 0 18,768
ADVANCED MICRO DEVICES INC COM 007903107 370,727 606 SH SOLE 0 0 606
AFLAC INC COM 001055102 1,836,211 16,427 SH SOLE 0 0 16,427
AGILENT TECHNOLOGIES INC COM 00846U101 351,313 2,039 SH SOLE 0 0 2,039
AIR PRODUCTS AND CHEMICALS I COM 009158106 7,001,765 25,165 SH SOLE 0 0 25,165
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 861,684 18,156 SH SOLE 0 0 18,156
ALPHABET INC CAP STK CL A 02079K305 29,964,292 87,085 SH SOLE 0 0 87,085
ALPHABET INC CAP STK CL C 02079K107 18,192,849 53,392 SH SOLE 0 0 53,392
AMAZON COM INC COM 023135106 22,135,234 88,843 SH SOLE 0 0 88,843
AMENTUM HOLDINGS INC COM 023939101 3,024,301 166,904 SH SOLE 0 0 166,904
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 14,016,459 128,145 SH SOLE 0 0 128,145
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6,346,821 67,505 SH SOLE 0 0 67,505
AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 5,835,287 73,280 SH SOLE 0 0 73,280
AMERICAN CENTY ETF TR US SML CP VALU 025072877 5,661,414 48,072 SH SOLE 0 0 48,072
AMERICAN ELEC PWR CO INC COM 025537101 7,004,247 59,038 SH SOLE 0 0 59,038
AMERICAN HOMES 4 RENT CL A 02665T306 246,957 8,126 SH SOLE 0 0 8,126
AMGEN INC COM 031162100 10,738,447 25,476 SH SOLE 0 0 25,476
APPLE INC COM 037833100 71,916,461 215,952 SH SOLE 0 0 215,952
APPLIED MATLS INC COM 038222105 948,610 1,855 SH SOLE 0 0 1,855
ARISTA NETWORKS INC COM SHS 040413205 1,796,275 8,823 SH SOLE 0 0 8,823
ASML HLDG NV N Y REGISTRY SHS N07059210 14,913,668 8,232 SH SOLE 0 0 8,232
AT&T INC COM 00206R102 382,580 15,679 SH SOLE 0 0 15,679
BANK OF AMER CORP COM 060505104 204,440 3,756 SH SOLE 0 0 3,756
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 14,117,899 28,352 SH SOLE 0 0 28,352
BLACKROCK INC COM 09290D101 327,012 309 SH SOLE 0 0 309
BOEING CO COM 097023105 236,884 1,273 SH SOLE 0 0 1,273
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 128,576 45,920 SH SOLE 0 0 45,920
BRISTOL-MYERS SQUIBB CO COM 110122108 6,918,083 110,867 SH SOLE 0 0 110,867
BROADCOM INC COM 11135F101 1,555,070 4,428 SH SOLE 0 0 4,428
CAMDEN PPTY TR SH BEN INT 133131102 1,605,960 16,603 SH SOLE 0 0 16,603
CARDINAL HEALTH INC COM 14149Y108 286,056 1,286 SH SOLE 0 0 1,286
CARRIER GLOBAL CORPORATION COM 14448C104 6,500,420 118,491 SH SOLE 0 0 118,491
CATERPILLAR INC COM 149123101 2,311,642 2,851 SH SOLE 0 0 2,851
CBRE GROUP INC CL A 12504L109 6,987,098 54,387 SH SOLE 0 0 54,387
CHARLES SCHWAB CORP (THE) COM 808513105 346,881 3,549 SH SOLE 0 0 3,549
CHEVRON CORPORATION COM 166764100 20,827,880 101,992 SH SOLE 0 0 101,992
CISCO SYS INC COM 17275R102 12,581,522 116,896 SH SOLE 0 0 116,896
COCA COLA CO COM 191216100 829,836 9,640 SH SOLE 0 0 9,640
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 878,135 17,081 SH SOLE 0 0 17,081
COMCAST CORP NEW CL A 20030N101 224,835 10,332 SH SOLE 0 0 10,332
CONAGRA BRANDS INC COM 205887102 145,105 10,797 SH SOLE 0 0 10,797
CONSTELLATION ENERGY CORP COM 21037T109 491,275 1,934 SH SOLE 0 0 1,934
COSTCO WHOLESALE CORPORATION COM 22160K105 16,476,088 18,099 SH SOLE 0 0 18,099
CROWDSTRIKE HLDGS INC CL A 22788C105 3,914,594 14,786 SH SOLE 0 0 14,786
D R HORTON INC COM 23331A109 459,504 3,363 SH SOLE 0 0 3,363
DANAHER CORP DEL COM 235851102 9,697,587 43,772 SH SOLE 0 0 43,772
DEERE & CO COM 244199105 2,215,207 3,299 SH SOLE 0 0 3,299
DIGITAL RLTY TR INC COM 253868103 1,377,384 7,847 SH SOLE 0 0 7,847
DISNEY WALT CO COM 254687106 7,325,822 69,836 SH SOLE 0 0 69,836
EA SERIES TRUST FREEDOM 100 EM 02072L607 297,470 4,252 SH SOLE 0 0 4,252
ECOLAB INC COM 278865100 285,487 1,040 SH SOLE 0 0 1,040
EDWARDS LIFESCIENCES CORP COM 28176E108 7,304,917 84,626 SH SOLE 0 0 84,626
ELI LILLY & CO COM 532457108 2,674,012 2,311 SH SOLE 0 0 2,311
EMERSON ELEC CO COM 291011104 1,215,526 7,837 SH SOLE 0 0 7,837
ENBRIDGE INC COM 29250N105 5,835,627 125,524 SH SOLE 0 0 125,524
EOG RES INC COM 26875P101 19,402,584 140,843 SH SOLE 0 0 140,843
EXELON CORP COM 30161N101 229,755 5,687 SH SOLE 0 0 5,687
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3,750,990 23,048 SH SOLE 0 0 23,048
FORTINET INC COM 34959E109 346,795 1,940 SH SOLE 0 0 1,940
GE AEROSPACE COM NEW 369604301 793,427 2,541 SH SOLE 0 0 2,541
GE VERNOVA INC COM 36828A101 211,960 223 SH SOLE 0 0 223
GILEAD SCIENCES INC COM 375558103 214,907 1,442 SH SOLE 0 0 1,442
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 277,127 6,001 SH SOLE 0 0 6,001
GOLDMAN SACHS GROUP INC COM 38141G104 7,657,542 8,505 SH SOLE 0 0 8,505
HOME DEPOT INC COM 437076102 18,163,192 63,845 SH SOLE 0 0 63,845
HONEYWELL AEROSPACE INC COM 43849R105 7,635,217 49,269 SH SOLE 0 0 49,269
HONEYWELL INTL INC COM 438516205 6,568,271 31,138 SH SOLE 0 0 31,138
HUBBELL INC COM 443510607 317,067 699 SH SOLE 0 0 699
ILLUMINA INC COM 452327109 748,791 2,736 SH SOLE 0 0 2,736
INTEL CORP COM 458140100 290,916 2,420 SH SOLE 0 0 2,420
INTERNATIONAL BUSINESS MACHS COM 459200101 1,494,480 6,795 SH SOLE 0 0 6,795
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 286,057 939 SH SOLE 0 0 939
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,674,938 22,474 SH SOLE 0 0 22,474
INVESCO QQQ TR UNIT SER 1 46090E103 14,308,760 19,342 SH SOLE 0 0 19,342
IQVIA HLDGS INC COM 46266C105 12,374,897 46,029 SH SOLE 0 0 46,029
ISHARES GOLD TR ISHARES NEW 464285204 321,851 4,121 SH SOLE 0 0 4,121
ISHARES INC MSCI EMRG CHN 46434G764 657,694 6,638 SH SOLE 0 0 6,638
ISHARES TR CORE S&P500 ETF 464287200 15,661,941 20,450 SH SOLE 0 0 20,450
ISHARES TR CORE S&P MCP ETF 464287507 14,254,882 198,122 SH SOLE 0 0 198,122
ISHARES TR CORE S&P SCP ETF 464287804 8,108,668 59,605 SH SOLE 0 0 59,605
ISHARES TR CORE MSCI EAFE 46432F842 6,780,642 69,990 SH SOLE 0 0 69,990
ISHARES TR EAFE VALUE ETF 464288877 4,955,757 62,620 SH SOLE 0 0 62,620
ISHARES TR RUS MDCP VAL ETF 464287473 3,028,801 18,843 SH SOLE 0 0 18,843
ISHARES TR ISHARES SEMICDTR 464287523 2,373,504 4,174 SH SOLE 0 0 4,174
ISHARES TR ISHARES BIOTECH 464287556 1,775,073 8,431 SH SOLE 0 0 8,431
ISHARES TR IBOXX HI YD ETF 464288513 1,015,032 13,146 SH SOLE 0 0 13,146
ISHARES TR PFD AND INCM SEC 464288687 1,009,619 34,224 SH SOLE 0 0 34,224
ISHARES TR CRE U S REIT ETF 464288521 960,156 15,592 SH SOLE 0 0 15,592
ISHARES TR RUS 1000 GRW ETF 464287614 896,862 7,160 SH SOLE 0 0 7,160
ISHARES TR EXPANDED TECH 464287515 793,702 7,454 SH SOLE 0 0 7,454
ISHARES TR MSCI EAFE ETF 464287465 520,386 5,009 SH SOLE 0 0 5,009
ISHARES TR RUSSELL 3000 ETF 464287689 456,697 1,058 SH SOLE 0 0 1,058
ISHARES TR RUS 1000 ETF 464287622 218,053 524 SH SOLE 0 0 524
JACOBS SOLUTIONS INC COM 46982L108 8,947,438 66,145 SH SOLE 0 0 66,145
JOHNSON & JOHNSON COM 478160104 11,926,638 45,050 SH SOLE 0 0 45,050
JPMORGAN CHASE & CO COM 46625H100 21,171,549 63,995 SH SOLE 0 0 63,995
KIMBERLY-CLARK CORP COM 494368103 596,666 6,124 SH SOLE 0 0 6,124
KIMCO REALTY CORP COM 49446R109 625,132 28,146 SH SOLE 0 0 28,146
KLA CORP COM NEW 482480100 1,195,896 6,135 SH SOLE 0 0 6,135
L3HARRIS TECHNOLOGIES INC COM 502431109 389,030 1,643 SH SOLE 0 0 1,643
LAM RESEARCH CORP COM NEW 512807306 1,713,180 5,215 SH SOLE 0 0 5,215
LIMONEIRA CO COM 532746104 240,273 20,191 SH SOLE 0 0 20,191
LOCKHEED MARTIN CORP COM 539830109 6,692,055 13,141 SH SOLE 0 0 13,141
MARRIOTT INTL INC NEW CL A 571903202 253,593 713 SH SOLE 0 0 713
MASTERCARD INCORPORATED CL A 57636Q104 12,534,914 22,730 SH SOLE 0 0 22,730
MCDONALDS CORP COM 580135101 5,053,377 21,882 SH SOLE 0 0 21,882
MEDTRONIC PLC SHS G5960L103 6,016,592 69,725 SH SOLE 0 0 69,725
MERCK & CO INC COM 58933Y105 1,871,162 12,877 SH SOLE 0 0 12,877
META PLATFORMS INC CL A 30303M102 8,069,804 11,128 SH SOLE 0 0 11,128
MICROCHIP TECHNOLOGY INC. COM 595017104 918,153 11,806 SH SOLE 0 0 11,806
MICRON TECHNOLOGY INC COM 595112103 1,228,072 1,153 SH SOLE 0 0 1,153
MICROSOFT CORP COM 594918104 17,007,350 33,159 SH SOLE 0 0 33,159
MID-AMER APT CMNTYS INC COM 59522J103 1,619,922 13,758 SH SOLE 0 0 13,758
MODERNA INC COM 60770K107 309,460 1,607 SH SOLE 0 0 1,607
MONDELEZ INTL INC CL A 609207105 249,494 4,315 SH SOLE 0 0 4,315
MORGAN STANLEY COM NEW 617446448 20,395,867 108,443 SH SOLE 0 0 108,443
NETFLIX INC. COM 64110L106 6,997,870 100,573 SH SOLE 0 0 100,573
NEXTERA ENERGY INC COM 65339F101 6,815,003 89,979 SH SOLE 0 0 89,979
NIKE INC CL B 654106103 1,233,690 34,850 SH SOLE 0 0 34,850
NORTHROP GRUMMAN CORP COM 666807102 11,566,478 23,923 SH SOLE 0 0 23,923
NOVARTIS AG SPONSORED ADR 66987V109 3,670,855 25,748 SH SOLE 0 0 25,748
NVIDIA CORPORATION COM 67066G104 6,522,892 28,562 SH SOLE 0 0 28,562
NXP SEMICONDUCTORS N V COM N6596X109 8,672,078 36,509 SH SOLE 0 0 36,509
ORACLE CORP COM 68389X105 559,910 4,078 SH SOLE 0 0 4,078
PALANTIR TECHNOLOGIES INC CL A 69608A108 792,157 4,235 SH SOLE 0 0 4,235
PALO ALTO NETWORKS INC COM 697435105 31,609,587 79,559 SH SOLE 0 0 79,559
PEPSICO INC COM 713448108 18,723,125 147,752 SH SOLE 0 0 147,752
PFIZER INC COM 717081103 736,725 25,832 SH SOLE 0 0 25,832
PHILIP MORRIS INTL INC COM 718172109 558,368 2,926 SH SOLE 0 0 2,926
PHILLIPS 66 COM 718546104 13,576,271 53,176 SH SOLE 0 0 53,176
PNC FINL SVCS GROUP INC COM 693475105 7,801,640 35,101 SH SOLE 0 0 35,101
PRICE T ROWE GROUP INC COM 74144T108 359,702 3,457 SH SOLE 0 0 3,457
PROCTER & GAMBLE CO COM 742718109 16,239,563 111,781 SH SOLE 0 0 111,781
PROLOGIS INC. COM 74340W103 1,994,343 15,360 SH SOLE 0 0 15,360
QUALCOMM INC COM 747525103 31,275,391 169,938 SH SOLE 0 0 169,938
REALTY INCOME CORP COM 756109104 5,728,614 105,499 SH SOLE 0 0 105,499
REGENCY CTRS CORP COM 758849103 362,132 5,038 SH SOLE 0 0 5,038
REGENERON PHARMACEUTICALS COM 75886F107 376,861 497 SH SOLE 0 0 497
REPUBLIC SVCS INC COM 760759100 9,647,470 45,969 SH SOLE 0 0 45,969
RESMED INC COM 761152107 8,005,284 36,207 SH SOLE 0 0 36,207
ROCKWELL AUTOMATION INC COM 773903109 9,059,766 20,811 SH SOLE 0 0 20,811
RTX CORPORATION COM 75513E101 6,903,337 37,185 SH SOLE 0 0 37,185
SALESFORCE INC COM 79466L302 320,480 1,396 SH SOLE 0 0 1,396
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 702,205 21,586 SH SOLE 0 0 21,586
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 347,723 9,678 SH SOLE 0 0 9,678
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 299,965 10,234 SH SOLE 0 0 10,234
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 6,128,537 99,651 SH SOLE 0 0 99,651
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 4,342,356 25,783 SH SOLE 0 0 25,783
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1,141,429 28,941 SH SOLE 0 0 28,941
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 965,185 11,975 SH SOLE 0 0 11,975
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 301,393 1,540 SH SOLE 0 0 1,540
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 250,470 1,500 SH SOLE 0 0 1,500
SERVICENOW INC COM 81762P102 12,727,600 94,975 SH SOLE 0 0 94,975
SL GREEN RLTY CORP COM 78440X887 508,837 10,401 SH SOLE 0 0 10,401
SOUTHERN CO COM 842587107 6,035,496 72,813 SH SOLE 0 0 72,813
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 253,847 1,683 SH SOLE 0 0 1,683
SPDR GOLD TR GOLD SHS 78463V107 751,779 1,974 SH SOLE 0 0 1,974
SPDR INDEX SHS FDS ST STR PO EX ETF 78463X889 274,699 5,471 SH SOLE 0 0 5,471
SPDR SERIES TRUST ST STR PR SP1500 78464A805 1,605,721 17,444 SH SOLE 0 0 17,444
SPDR SERIES TRUST ST STR CONV ETF 78464A359 803,876 7,945 SH SOLE 0 0 7,945
STARBUCKS CORP COM 855244109 535,255 5,697 SH SOLE 0 0 5,697
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,378,997 4,431 SH SOLE 0 0 4,431
SYSCO CORP COM 871829107 440,474 5,650 SH SOLE 0 0 5,650
TE CONNECTIVITY PLC ORD SHS G87052109 9,040,346 42,829 SH SOLE 0 0 42,829
TESLA INC COM 88160R101 570,890 1,609 SH SOLE 0 0 1,609
TEXAS INSTRS INC COM 882508104 319,863 1,142 SH SOLE 0 0 1,142
TJX COS INC NEW COM 872540109 245,700 1,857 SH SOLE 0 0 1,857
TRAVELERS COMPANIES INC COM 89417E109 17,056,565 47,843 SH SOLE 0 0 47,843
UDR INC COM 902653104 1,529,376 45,585 SH SOLE 0 0 45,585
UNION PAC CORP COM 907818108 2,202,290 8,093 SH SOLE 0 0 8,093
UNITED PARCEL SVCS INC CL B 911312106 1,351,423 14,463 SH SOLE 0 0 14,463
VALERO ENERGY CORP COM 91913Y100 305,437 788 SH SOLE 0 0 788
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 3,796,506 6,234 SH SOLE 0 0 6,234
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 608,106 5,555 SH SOLE 0 0 5,555
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 40,645,956 108,609 SH SOLE 0 0 108,609
VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 2,762,223 11,956 SH SOLE 0 0 11,956
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1,883,152 8,130 SH SOLE 0 0 8,130
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,201,869 1,715 SH SOLE 0 0 1,715
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,044,817 11,657 SH SOLE 0 0 11,657
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 394,601 1,826 SH SOLE 0 0 1,826
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 262,300 922 SH SOLE 0 0 922
VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 223,073 634 SH SOLE 0 0 634
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 30,458,442 367,102 SH SOLE 0 0 367,102
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 428,899 7,231 SH SOLE 0 0 7,231
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9,624,021 124,583 SH SOLE 0 0 124,583
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7,465,282 95,330 SH SOLE 0 0 95,330
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 807,859 3,463 SH SOLE 0 0 3,463
VANGUARD STAR FDS VG TL INTL STK F 921909768 257,140 3,027 SH SOLE 0 0 3,027
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 22,176,890 314,076 SH SOLE 0 0 314,076
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7,259,841 46,777 SH SOLE 0 0 46,777
VANGUARD WORLD FD INF TECH ETF 92204A702 1,839,097 14,634 SH SOLE 0 0 14,634
VERIZON COMMUNICATIONS INC COM 92343V104 651,415 14,201 SH SOLE 0 0 14,201
VERTEX PHARMACEUTICALS INC COM 92532F100 12,653,571 24,203 SH SOLE 0 0 24,203
VISA INC COM CL A 92826C839 22,220,967 61,840 SH SOLE 0 0 61,840
WALMART INC COM 931142103 5,990,879 57,649 SH SOLE 0 0 57,649
WASTE MGMT INC DEL COM 94106L109 4,133,933 20,272 SH SOLE 0 0 20,272
WELLS FARGO & CO COM 949746101 1,119,260 13,982 SH SOLE 0 0 13,982
WILLIAMS SONOMA INC COM 969904101 8,824,698 38,715 SH SOLE 0 0 38,715
WISDOMTREE TR INTL SMCAP DIV 97717W760 246,748 2,830 SH SOLE 0 0 2,830
WW GRAINGER INC COM 384802104 498,304 400 SH SOLE 0 0 400
XYLEM INC COM 98419M100 387,319 3,825 SH SOLE 0 0 3,825