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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 429 26,918 SH   SOLE   26,918 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 230 2,870 SH   SOLE   2,120 0 750
ALPHABET INC CAP STK CL C 02079K107 892 9,280 SH   SOLE   720 0 8,560
AMAZON COM INC COM 023135106 477 4,220 SH   SOLE   4,200 0 20
APPLE INC COM 037833100 1,892 13,692 SH   SOLE   4,800 0 8,892
ARISTA NETWORKS INC COM 040413106 553 4,900 SH   SOLE   0 0 4,900
BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH   SOLE   0 0 1
CHARLES RIV LABS INTL INC COM 159864107 713 3,624 SH   SOLE   0 0 3,624
CROWDSTRIKE HLDGS INC CL A 22788C105 4,352 26,408 SH   SOLE   0 0 26,408
CROWDSTRIKE HLDGS INC CL A 22788C105 494 3,000 SH Put SOLE   0 0 3,000
DISNEY WALT CO COM 254687106 314 3,324 SH   SOLE   864 0 2,460
EQUITY LIFESTYLE PPTYS INC COM 29472R108 11,377 181,050 SH   SOLE   181,050 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 19,326 287,501 SH   SOLE   287,191 0 310
INTEGER HLDGS CORP COM 45826H109 447 7,190 SH   SOLE   0 0 7,190
ISHARES TR CORE S&P SCP ETF 464287804 769 8,821 SH   SOLE   8,821 0 0
ISHARES TR ESG AWR MSCI USA 46435G425 201 2,532 SH   SOLE   2,532 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,570 28,037 SH   SOLE   28,037 0 0
KKR & CO INC COM 48251W104 804 18,700 SH   SOLE   0 0 18,700
LENNOX INTL INC COM 526107107 55,016 247,076 SH   SOLE   0 0 247,076
MASTERCARD INCORPORATED CL A 57636Q104 331 1,165 SH   SOLE   0 0 1,165
MATSON INC COM 57686G105 6,512 105,847 SH   SOLE   0 0 105,847
MERCADOLIBRE INC COM 58733R102 220 266 SH   SOLE   0 0 266
META PLATFORMS INC CL A 30303M102 412 3,035 SH   SOLE   1,030 0 2,005
MICROSOFT CORP COM 594918104 451 1,937 SH   SOLE   1,200 0 737
NETFLIX INC COM 64110L106 243 1,031 SH   SOLE   1,030 0 1
PROLOGIS INC. COM 74340W103 15,659 154,127 SH   SOLE   135,171 0 18,956
PUBLIC STORAGE COM 74460D109 7,869 26,875 SH   SOLE   26,875 0 0
SALESFORCE INC COM 79466L302 4,981 34,629 SH   SOLE   266 0 34,363
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 578 11,981 SH   SOLE   11,981 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 23,382 65,464 SH   SOLE   65,464 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 410 1,021 SH   SOLE   1,021 0 0
SUMO LOGIC INC COM 86646P103 128 17,000 SH   SOLE   0 0 17,000
TESLA INC COM 88160R101 597 2,250 SH   SOLE   0 0 2,250
UBER TECHNOLOGIES INC COM 90353T100 663 25,000 SH   SOLE   0 0 25,000
VANGUARD INDEX FDS MID CAP ETF 922908629 1,958 10,415 SH   SOLE   10,415 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 60,278 751,880 SH   SOLE   751,880 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,866 10,918 SH   SOLE   10,918 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 4,227 23,548 SH   SOLE   12,039 0 11,509
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,022 110,223 SH   SOLE   109,073 0 1,150
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 5,790 73,403 SH   SOLE   73,403 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,180 86,893 SH   SOLE   86,893 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 1,614 27,036 SH   SOLE   27,036 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10,236 281,521 SH   SOLE   281,521 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 217 750 SH   SOLE   0 0 750