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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Adobe Inc Com 00724F101   314,098 616 SH   SOLE 0 616 0 0
Alphabet Inc Cl C Com 02079K107   2,416,811 18,330 SH   SOLE 0 18,330 0 0
Alphabet Inc Cl A Com 02079K305   979,095 7,482 SH   SOLE 0 7,482 0 0
Amazon.com Inc Com 023135106   2,801,471 22,038 SH   SOLE 0 22,038 0 0
American Tower Corp Com 03027X100   827,019 5,029 SH   SOLE 0 5,029 0 0
Apple Inc Com 037833100   4,490,667 26,229 SH   SOLE 0 26,229 0 0
Bank of America Corp Com 060505104   655,313 23,934 SH   SOLE 0 23,934 0 0
Blackrock Inc Com 09247X101   587,013 908 SH   SOLE 0 908 0 0
Blackstone Inc Com 09260D107   280,707 2,620 SH   SOLE 0 2,620 0 0
Booking Holdings Inc Com 09857L108   1,378,526 447 SH   SOLE 0 447 0 0
Charter Communications Inc Cl A Com 16119P108   275,767 627 SH   SOLE 0 627 0 0
Chevron Corp Com 166764100   870,079 5,160 SH   SOLE 0 5,160 0 0
Coca-Cola Co Com 191216100   854,535 15,265 SH   SOLE 0 15,265 0 0
Comcast Corp New Cl A Com 20030N101   788,321 17,779 SH   SOLE 0 17,779 0 0
Danaher Corp Com 235851102   1,074,769 4,332 SH   SOLE 0 4,332 0 0
Deere & Co Com 244199105   1,007,227 2,669 SH   SOLE 0 2,669 0 0
Walt Disney Co (The) Com 254687106   600,337 7,407 SH   SOLE 0 7,407 0 0
Exxon Mobil Corp Com 30231G102   918,182 7,809 SH   SOLE 0 7,809 0 0
Meta Platforms Inc Com 30303M102   384,569 1,281 SH   SOLE 0 1,281 0 0
General Dynamics Corp Com 369550108   1,120,760 5,072 SH   SOLE 0 5,072 0 0
HealthEquity Inc Com 42226A107   219,150 3,000 SH   SOLE 0 3,000 0 0
Home Depot Inc Com 437076102   238,102 788 SH   SOLE 0 788 0 0
Intercontinental Exchange Inc Com 45866F104   1,034,628 9,404 SH   SOLE 0 9,404 0 0
IQVIA Holdings Inc Com 46266C105   904,066 4,595 SH   SOLE 0 4,595 0 0
iShares Core MSCI EAFE ETF Com 46432F842   362,226 5,629 SH   SOLE 0 5,629 0 0
JPMorgan Chase & Co Com 46625H100   1,026,452 7,078 SH   SOLE 0 7,078 0 0
Johnson & Johnson Com 478160104   1,064,084 6,832 SH   SOLE 0 6,832 0 0
Estee Lauder Companies Inc Cl A Com 518439104   332,610 2,301 SH   SOLE 0 2,301 0 0
Lilly Eli & Co Com 532457108   230,429 429 SH   SOLE 0 429 0 0
Lowe's Cos Inc Com 548661107   937,566 4,511 SH   SOLE 0 4,511 0 0
Mastercard Inc Cl A Com 57636Q104   1,346,490 3,401 SH   SOLE 0 3,401 0 0
Microsoft Corporation Com 594918104   4,843,605 15,340 SH   SOLE 0 15,340 0 0
NextEra Energy Inc Com 65339F101   976,279 17,041 SH   SOLE 0 17,041 0 0
Nike Inc Cl B Com 654106103   599,824 6,273 SH   SOLE 0 6,273 0 0
Novartis AG Sponsored ADR Com 66987V109   871,412 8,555 SH   SOLE 0 8,555 0 0
NVIDIA Corp Com 67066G104   1,571,619 3,613 SH   SOLE 0 3,613 0 0
Palo Alto Networks Inc Com 697435105   1,126,953 4,807 SH   SOLE 0 4,807 0 0
PepsiCo Inc Com 713448108   1,133,215 6,688 SH   SOLE 0 6,688 0 0
Procter & Gamble Co Com 742718109   1,197,656 8,211 SH   SOLE 0 8,211 0 0
Rockwell Automation Inc Com 773903109   934,795 3,270 SH   SOLE 0 3,270 0 0
Roper Technologies Inc Com 776696106   723,999 1,495 SH   SOLE 0 1,495 0 0
S&P Global Inc Com 78409V104   232,035 635 SH   SOLE 0 635 0 0
SPDR S&P 500 ETF Com 78462F103   741,250 1,734 SH   SOLE 0 1,734 0 0
Salesforce Inc Com 79466L302   1,481,308 7,305 SH   SOLE 0 7,305 0 0
Charles Schwab Corp Com 808513105   217,239 3,957 SH   SOLE 0 3,957 0 0
Stryker Corp Com 863667101   1,269,339 4,645 SH   SOLE 0 4,645 0 0
TJX Companies Inc Com 872540109   1,221,744 13,746 SH   SOLE 0 13,746 0 0
Thermo Fisher Scientific Inc Com 883556102   1,533,189 3,029 SH   SOLE 0 3,029 0 0
Travelers Companies Inc Com 89417E109   911,596 5,582 SH   SOLE 0 5,582 0 0
US Bancorp Com 902973304   452,889 13,699 SH   SOLE 0 13,699 0 0
UnitedHealth Group Inc Com 91324P102   414,948 823 SH   SOLE 0 823 0 0
Vanguard FTSE Emerging Markets ETF Com 922042858   233,221 5,948 SH   SOLE 0 5,948 0 0
Vanguard Mid-Cap Index Fund ETF Com 922908629   366,711 1,761 SH   SOLE 0 1,761 0 0
Vanguard Growth ETF Com 922908736   435,696 1,600 SH   SOLE 0 1,600 0 0
Vanguard Value ETF Com 922908744   330,066 2,393 SH   SOLE 0 2,393 0 0
Vanguard Small-Cap Index Fund ETF Com 922908751   228,207 1,207 SH   SOLE 0 1,207 0 0
Visa Inc Cl A Com 92826C839   470,370 2,045 SH   SOLE 0 2,045 0 0
VMware Inc Com 928563402   1,179,511 7,085 SH   SOLE 0 7,085 0 0
Walmart Inc Com 931142103   916,719 5,732 SH   SOLE 0 5,732 0 0
Waste Management Inc Com 94106L109   901,378 5,913 SH   SOLE 0 5,913 0 0
Linde PLC Com G54950103   994,175 2,670 SH   SOLE 0 2,670 0 0
Medtronic PLC Com G5960L103   853,184 10,888 SH   SOLE 0 10,888 0 0