The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE INC | COM | 00724F101 | 201,661 | 363 | SH | SOLE | 0 | 0 | 0 | 363 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 693,809 | 3,809 | SH | SOLE | 0 | 0 | 0 | 3,809 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 249,084 | 1,358 | SH | SOLE | 0 | 0 | 0 | 1,358 | ||
AMAZON COM INC | COM | 023135106 | 1,015,722 | 5,256 | SH | SOLE | 0 | 0 | 0 | 5,256 | ||
APPLE INC | COM | 037833100 | 1,292,996 | 6,139 | SH | SOLE | 0 | 0 | 0 | 6,139 | ||
APPLIED MATLS INC | COM | 038222105 | 206,019 | 873 | SH | SOLE | 0 | 0 | 0 | 873 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 216,032 | 2,770 | SH | SOLE | 0 | 0 | 0 | 2,770 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 294,066 | 1,232 | SH | SOLE | 0 | 0 | 0 | 1,232 | ||
BARCLAYS PLC | ADR | 06738E204 | 165,684 | 15,470 | SH | SOLE | 0 | 0 | 0 | 15,470 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 273,776 | 673 | SH | SOLE | 0 | 0 | 0 | 673 | ||
BROADCOM INC | COM | 11135F101 | 306,656 | 191 | SH | SOLE | 0 | 0 | 0 | 191 | ||
ELI LILLY & CO | COM | 532457108 | 365,774 | 404 | SH | SOLE | 0 | 0 | 0 | 404 | ||
EXXON MOBIL CORP | COM | 30231G102 | 250,731 | 2,178 | SH | SOLE | 0 | 0 | 0 | 2,178 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 211,518 | 1,223 | SH | SOLE | 0 | 0 | 0 | 1,223 | ||
JOHNSON & JOHNSON | COM | 478160104 | 276,681 | 1,893 | SH | SOLE | 0 | 0 | 0 | 1,893 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 245,341 | 1,213 | SH | SOLE | 0 | 0 | 0 | 1,213 | ||
MERCK & CO INC | COM | 58933Y105 | 221,850 | 1,792 | SH | SOLE | 0 | 0 | 0 | 1,792 | ||
META PLATFORMS INC | CL A | 30303M102 | 811,794 | 1,610 | SH | SOLE | 0 | 0 | 0 | 1,610 | ||
MICROSOFT CORP | COM | 594918104 | 1,866,463 | 4,176 | SH | SOLE | 0 | 0 | 0 | 4,176 | ||
NETFLIX INC | COM | 64110L106 | 209,213 | 310 | SH | SOLE | 0 | 0 | 0 | 310 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,768,228 | 14,313 | SH | SOLE | 0 | 0 | 0 | 14,313 | ||
PROGRESSIVE CORP | COM | 743315103 | 350,822 | 1,689 | SH | SOLE | 0 | 0 | 0 | 1,689 | ||
SAP SE | SPON ADR | 803054204 | 261,013 | 1,294 | SH | SOLE | 0 | 0 | 0 | 1,294 | ||
SHELL PLC | SPON ADS | 780259305 | 208,167 | 2,884 | SH | SOLE | 0 | 0 | 0 | 2,884 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 246,289 | 1,417 | SH | SOLE | 0 | 0 | 0 | 1,417 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 235,080 | 184 | SH | SOLE | 0 | 0 | 0 | 184 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 217,454 | 427 | SH | SOLE | 0 | 0 | 0 | 427 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 297,567 | 4,130 | SH | SOLE | 0 | 0 | 0 | 4,130 | ||
VISA INC | COM CL A | 92826C839 | 334,124 | 1,273 | SH | SOLE | 0 | 0 | 0 | 1,273 |