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
ADOBE INC COM 00724F101   3,860,963 7,572 SH   SOLE NONE 7,572 0 0
ALPHABET INC CAP STK CL A 02079K305   21,705,094 165,865 SH   SOLE NONE 165,865 0 0
AMAZON COM INC COM 023135106   20,412,803 160,579 SH   SOLE NONE 160,579 0 0
APPLE INC COM 037833100   19,768,934 115,466 SH   SOLE NONE 115,466 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   241,804 8,999 SH   SOLE NONE 8,999 0 0
BLACKROCK INC COM 09247X101   5,536,541 8,564 SH   SOLE NONE 8,564 0 0
BOEING CO COM 097023105   12,506,354 65,246 SH   SOLE NONE 65,246 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,673,671 46,066 SH   SOLE NONE 46,066 0 0
CUMMINS INC COM 231021106   3,182,677 13,931 SH   SOLE NONE 13,931 0 0
DANAHER CORPORATION COM 235851102   8,391,487 33,823 SH   SOLE NONE 33,823 0 0
ELI LILLY & CO COM 532457108   8,353,983 15,553 SH   SOLE NONE 15,553 0 0
EXXON MOBIL CORP COM 30231G102   458,797 3,902 SH   SOLE NONE 3,902 0 0
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   7,428,556 169,952 SH   SOLE NONE 169,952 0 0
FISERV INC COM 337738108   5,284,495 46,782 SH   SOLE NONE 46,782 0 0
HONEYWELL INTL INC COM 438516106   5,479,943 29,663 SH   SOLE NONE 29,663 0 0
ISHARES TR ISHARES SEMICDTR 464287523   7,845,030 16,505 SH   SOLE NONE 16,505 0 0
ISHARES TR MSCI ACWI EX US 464288240   11,352,210 241,485 SH   SOLE NONE 241,485 0 0
ISHARES TR RUSEL 2500 ETF 46435G268   10,881,721 198,601 SH   SOLE NONE 198,601 0 0
ISHARES TR U.S. MED DVC ETF 464288810   3,213,297 66,050 SH   SOLE NONE 66,050 0 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   2,334,740 45,547 SH   SOLE NONE 45,547 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,645,350 16,785 SH   SOLE NONE 16,785 0 0
MICROSOFT CORP COM 594918104   22,267,953 70,524 SH   SOLE NONE 70,524 0 0
PALO ALTO NETWORKS INC COM 697435105   10,744,620 45,831 SH   SOLE NONE 45,831 0 0
SALESFORCE INC COM 79466L302   9,682,948 47,751 SH   SOLE NONE 47,751 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   7,238,470 110,393 SH   SOLE NONE 110,393 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   4,217,408 41,600 SH   SOLE NONE 41,600 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   5,642,288 43,827 SH   SOLE NONE 43,827 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   4,951,635 63,038 SH   SOLE NONE 63,038 0 0
SERVICENOW INC COM 81762P102   11,730,335 20,986 SH   SOLE NONE 20,986 0 0
SNOWFLAKE INC CL A 833445109   6,511,363 42,622 SH   SOLE NONE 42,622 0 0
SPDR SER TR S&P BIOTECH 78464A870   5,187,268 71,039 SH   SOLE NONE 71,039 0 0
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107   6,143,620 226,201 SH   SOLE NONE 226,201 0 0
TARGET CORP COM 87612E106   9,993,870 90,385 SH   SOLE NONE 90,385 0 0
TESLA INC COM 88160R101   9,748,572 38,960 SH   SOLE NONE 38,960 0 0
THE TRADE DESK INC COM CL A 88339J105   6,618,837 84,694 SH   SOLE NONE 84,694 0 0
TJX COS INC NEW COM 872540109   8,006,489 90,082 SH   SOLE NONE 90,082 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,059,165 14,001 SH   SOLE NONE 14,001 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   3,597,748 47,102 SH   SOLE NONE 47,102 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   4,697,464 61,825 SH   SOLE NONE 61,825 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   3,281,384 16,857 SH   SOLE NONE 16,857 0 0
VANGUARD WORLD FDS CONSUM STP ETF 92204A207   10,794,520 58,763 SH   SOLE NONE 58,763 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306   14,154,381 110,925 SH   SOLE NONE 110,925 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   11,578,184 143,251 SH   SOLE NONE 143,251 0 0
VISA INC COM CL A 92826C839   6,326,886 27,507 SH   SOLE NONE 27,507 0 0