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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   432,349 3,209 SH   SOLE   0 0 3,209
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   229,584 744 SH   SOLE   0 0 744
ADOBE SYSTEMS INCORPORATED COM 00724F101   305,619 625 SH   SOLE   0 0 625
ADVANCED MICRO DEVICES INC COM 007903107   646,041 5,672 SH   SOLE   0 0 5,672
ALPHABET INC CAP STK CL C 02079K107   370,289 3,061 SH   SOLE   0 0 3,061
ALPHABET INC CAP STK CL A 02079K305   1,227,284 10,253 SH   SOLE   0 0 10,253
AMAZON COM INC COM 023135106   1,651,009 12,665 SH   SOLE   0 0 12,665
AMERIPRISE FINL INC COM 03076C106   1,018,131 3,065 SH   SOLE   0 0 3,065
AMGEN INC COM 031162100   1,454,597 6,552 SH   SOLE   0 0 6,552
AON PLC SHS CL A G0403H108   437,773 1,268 SH   SOLE   0 0 1,268
APPLE INC COM 037833100   7,790,933 40,166 SH   SOLE   0 0 40,166
APPLIED MATLS INC COM 038222105   310,038 2,145 SH   SOLE   0 0 2,145
BANK AMERICA CORP COM 060505104   204,743 7,136 SH   SOLE   0 0 7,136
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,716,900 10,900 SH   SOLE   0 0 10,900
BLACKSTONE INC COM 09260D107   913,121 9,822 SH   SOLE   0 0 9,822
BRISTOL-MYERS SQUIBB CO COM 110122108   247,806 3,875 SH   SOLE   0 0 3,875
BROADCOM INC COM 11135F101   520,635 600 SH   SOLE   0 0 600
CATERPILLAR INC COM 149123101   315,682 1,283 SH   SOLE   0 0 1,283
CHEVRON CORP NEW COM 166764100   404,432 2,570 SH   SOLE   0 0 2,570
CHUBB LIMITED COM H1467J104   357,006 1,854 SH   SOLE   0 0 1,854
COCA COLA CO COM 191216100   1,204,159 19,996 SH   SOLE   0 0 19,996
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   264,696 4,055 SH   SOLE   0 0 4,055
COLGATE PALMOLIVE CO COM 194162103   1,178,247 15,294 SH   SOLE   0 0 15,294
CONSTELLATION BRANDS INC CL A 21036P108   380,271 1,545 SH   SOLE   0 0 1,545
COSTCO WHSL CORP NEW COM 22160K105   343,646 638 SH   SOLE   0 0 638
DANAHER CORPORATION COM 235851102   1,279,710 5,332 SH   SOLE   0 0 5,332
DIAGEO PLC SPON ADR NEW 25243Q205   876,074 5,050 SH   SOLE   0 0 5,050
EATON CORP PLC SHS G29183103   417,119 2,074 SH   SOLE   0 0 2,074
EATON VANCE LTD DURATION INC COM 27828H105   148,824 15,900 SH   SOLE   0 0 15,900
EATON VANCE SR FLTNG RTE TR COM 27828Q105   305,250 25,979 SH   SOLE   0 0 25,979
EMERSON ELEC CO COM 291011104   236,028 2,611 SH   SOLE   0 0 2,611
EXACT SCIENCES CORP COM 30063P105   1,656,584 17,642 SH   SOLE   0 0 17,642
EXXON MOBIL CORP COM 30231G102   538,089 5,017 SH   SOLE   0 0 5,017
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   260,749 4,131 SH   SOLE   0 0 4,131
GOLDMAN SACHS GROUP INC COM 38141G104   211,838 657 SH   SOLE   0 0 657
HOME DEPOT INC COM 437076102   515,746 1,660 SH   SOLE   0 0 1,660
HONEYWELL INTL INC COM 438516106   1,042,894 5,026 SH   SOLE   0 0 5,026
ILLINOIS TOOL WKS INC COM 452308109   831,532 3,324 SH   SOLE   0 0 3,324
INTERNATIONAL BUSINESS MACHS COM 459200101   362,987 2,713 SH   SOLE   0 0 2,713
INVESCO EXCHANGE TRADED FD T DYNMC SOFTWARE 46137V639   230,461 2,140 SH   SOLE   0 0 2,140
INVESCO QQQ TR UNIT SER 1 46090E103   4,149,002 11,231 SH   SOLE   0 0 11,231
ISHARES GOLD TR ISHARES NEW 464285204   223,253 6,135 SH   SOLE   0 0 6,135
ISHARES INC MSCI GBL GOLD MN 46434G855   384,450 16,500 SH   SOLE   0 0 16,500
ISHARES TR CORE US AGGBD ET 464287226   7,845,468 80,097 SH   SOLE   0 0 80,097
ISHARES TR SHORT TREAS BD 464288679   1,141,182 10,332 SH   SOLE   0 0 10,332
ISHARES TR DOW JONES US ETF 464287846   208,270 1,923 SH   SOLE   0 0 1,923
ISHARES TR CORE S&P MCP ETF 464287507   960,274 3,672 SH   SOLE   0 0 3,672
ISHARES TR SELECT DIVID ETF 464287168   376,882 3,326 SH   SOLE   0 0 3,326
ISHARES TR CORE S&P US GWT 464287671   2,705,735 27,711 SH   SOLE   0 0 27,711
ISHARES TR RUS 1000 GRW ETF 464287614   475,907 1,729 SH   SOLE   0 0 1,729
ISHARES TR NATIONAL MUN ETF 464288414   1,765,946 16,546 SH   SOLE   0 0 16,546
ISHARES TR US TREAS BD ETF 46429B267   602,294 26,301 SH   SOLE   0 0 26,301
ISHARES TR CORE S&P US VLU 464287663   3,271,357 41,801 SH   SOLE   0 0 41,801
ISHARES TR CORE HIGH DV ETF 46429B663   269,937 2,678 SH   SOLE   0 0 2,678
ISHARES TR EXPND TEC SC ETF 464287549   292,054 743 SH   SOLE   0 0 743
ISHARES TR CORE MSCI EAFE 46432F842   1,155,500 17,119 SH   SOLE   0 0 17,119
ISHARES TR RUS 1000 VAL ETF 464287598   274,786 1,741 SH   SOLE   0 0 1,741
ISHARES TR MSCI EAFE ETF 464287465   1,380,494 19,041 SH   SOLE   0 0 19,041
ISHARES TR CORE MSCI TOTAL 46432F834   2,590,828 41,374 SH   SOLE   0 0 41,374
ISHARES TR CORE S&P500 ETF 464287200   7,867,860 17,652 SH   SOLE   0 0 17,652
ISHARES TR RUS MID CAP ETF 464287499   465,993 6,381 SH   SOLE   0 0 6,381
ISHARES TR CORE S&P SCP ETF 464287804   360,655 3,619 SH   SOLE   0 0 3,619
ISHARES TR S&P MC 400GR ETF 464287606   255,337 3,404 SH   SOLE   0 0 3,404
ISHARES TR RUS TP200 GR ETF 464289438   229,753 1,449 SH   SOLE   0 0 1,449
ISHARES TR BLACKROCK ULTRA 46434V878   753,223 14,975 SH   SOLE   0 0 14,975
ISHARES TR RUSSELL 2000 ETF 464287655   677,957 3,620 SH   SOLE   0 0 3,620
JOHNSON & JOHNSON COM 478160104   897,264 5,421 SH   SOLE   0 0 5,421
JPMORGAN CHASE & CO COM 46625H100   1,028,429 7,071 SH   SOLE   0 0 7,071
LILLY ELI & CO COM 532457108   1,042,519 2,223 SH   SOLE   0 0 2,223
LOCKHEED MARTIN CORP COM 539830109   288,823 627 SH   SOLE   0 0 627
MERCK & CO INC COM 58933Y105   594,470 5,152 SH   SOLE   0 0 5,152
META PLATFORMS INC CL A 30303M102   861,845 3,003 SH   SOLE   0 0 3,003
MICROSOFT CORP COM 594918104   4,491,458 13,189 SH   SOLE   0 0 13,189
MONDELEZ INTL INC CL A 609207105   1,196,402 16,403 SH   SOLE   0 0 16,403
MORGAN STANLEY COM NEW 617446448   4,844,806 56,731 SH   SOLE   0 0 56,731
NETFLIX INC COM 64110L106   407,071 924 SH   SOLE   0 0 924
NVIDIA CORPORATION COM 67066G104   522,028 1,234 SH   SOLE   0 0 1,234
ORACLE CORP COM 68389X105   215,315 1,808 SH   SOLE   0 0 1,808
PALANTIR TECHNOLOGIES INC CL A 69608A108   476,226 31,065 SH   SOLE   0 0 31,065
PEPSICO INC COM 713448108   797,004 4,303 SH   SOLE   0 0 4,303
PFIZER INC COM 717081103   461,111 12,571 SH   SOLE   0 0 12,571
PROCTER AND GAMBLE CO COM 742718109   853,484 5,625 SH   SOLE   0 0 5,625
PROSHARES TR PSHS ULT S&P 500 74347R107   300,054 5,160 SH   SOLE   0 0 5,160
QUALCOMM INC COM 747525103   475,699 3,996 SH   SOLE   0 0 3,996
RAYTHEON TECHNOLOGIES CORP COM 75513E101   427,586 4,365 SH   SOLE   0 0 4,365
SCPHARMACEUTICALS INC COM 810648105   107,932 10,592 SH   SOLE   0 0 10,592
SELECT SECTOR SPDR TR ENERGY 81369Y506   357,104 4,399 SH   SOLE   0 0 4,399
SEMRUSH HLDGS INC CL A COM 81686C104   95,700 10,000 SH   SOLE   0 0 10,000
SERVICENOW INC COM 81762P102   388,883 692 SH   SOLE   0 0 692
SPDR GOLD TR GOLD SHS 78463V107   431,235 2,419 SH   SOLE   0 0 2,419
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,922,947 6,594 SH   SOLE   0 0 6,594
SPDR SER TR S&P 600 SMCP GRW 78464A201   515,147 6,694 SH   SOLE   0 0 6,694
SPDR SER TR PORTFOLIO S&P600 78468R853   490,161 12,620 SH   SOLE   0 0 12,620
SPDR SER TR S&P DIVID ETF 78464A763   864,455 7,052 SH   SOLE   0 0 7,052
SPDR SER TR PORTFOLIO AGRGTE 78464A649   235,408 9,279 SH   SOLE   0 0 9,279
SPDR SER TR PRTFLO S&P500 VL 78464A508   547,087 12,664 SH   SOLE   0 0 12,664
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101   200,022 11,100 SH   SOLE   0 0 11,100
SPROTT PHYSICAL GOLD TR UNIT 85207H104   281,988 18,900 SH   SOLE   0 0 18,900
SQZ BIOTECHNOLOGIES CO COM 78472W104   13,961 51,707 SH   SOLE   0 0 51,707
TEXAS INSTRS INC COM 882508104   400,530 2,225 SH   SOLE   0 0 2,225
THERMO FISHER SCIENTIFIC INC COM 883556102   223,831 429 SH   SOLE   0 0 429
TJX COS INC NEW COM 872540109   236,239 2,786 SH   SOLE   0 0 2,786
UNILEVER PLC SPON ADR NEW 904767704   885,935 16,995 SH   SOLE   0 0 16,995
UNITEDHEALTH GROUP INC COM 91324P102   395,448 823 SH   SOLE   0 0 823
VANECK ETF TRUST HIGH YLD MUNIETF 92189H409   334,130 6,508 SH   SOLE   0 0 6,508
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   6,510,815 86,156 SH   SOLE   0 0 86,156
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   16,836,670 41,339 SH   SOLE   0 0 41,339
VANGUARD INDEX FDS VALUE ETF 922908744   1,593,345 11,213 SH   SOLE   0 0 11,213
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,412,927 37,271 SH   SOLE   0 0 37,271
VANGUARD INDEX FDS MID CAP ETF 922908629   9,629,332 43,738 SH   SOLE   0 0 43,738
VANGUARD INDEX FDS GROWTH ETF 922908736   504,845 1,784 SH   SOLE   0 0 1,784
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,367,393 19,827 SH   SOLE   0 0 19,827
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,017,125 16,485 SH   SOLE   0 0 16,485
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   851,710 20,937 SH   SOLE   0 0 20,937
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   836,598 15,376 SH   SOLE   0 0 15,376
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   503,261 6,655 SH   SOLE   0 0 6,655
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   10,390,782 63,971 SH   SOLE   0 0 63,971
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   8,114,995 175,725 SH   SOLE   0 0 175,725
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   286,791 2,704 SH   SOLE   0 0 2,704
VISA INC COM CL A 92826C839   395,479 1,665 SH   SOLE   0 0 1,665
WISDOMTREE TR US TOTAL DIVIDND 97717W109   405,213 6,526 SH   SOLE   0 0 6,526
YUM BRANDS INC COM 988498101   212,257 1,532 SH   SOLE   0 0 1,532
ZOETIS INC CL A 98978V103   218,018 1,266 SH   SOLE   0 0 1,266