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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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
ISHARES TR MSCI EAFE ETF 464287465   9,654 133,305 SH   SOLE   0 0 133,305
APPLE INC COM 037833100   8,721 45,312 SH   SOLE   0 0 45,312
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,396 18,919 SH   SOLE   0 0 18,919
MICROSOFT CORP COM 594918104   7,488 22,153 SH   SOLE   0 0 22,153
ALPHABET INC CAP STK CL C 02079K107   7,244 60,089 SH   SOLE   0 0 60,089
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,793 16,940 SH   SOLE   0 0 16,940
VISA INC COM CL A 92826C839   5,755 24,184 SH   SOLE   0 0 24,184
ISHARES TR RUSSELL 2000 ETF 464287655   5,430 28,939 SH   SOLE   0 0 28,939
ROSS STORES INC COM 778296103   5,345 48,096 SH   SOLE   0 0 48,096
BRISTOL-MEYERS SQUIBB CO COM 110122108   5,154 80,000 SH   SOLE   0 0 80,000
SPDR SER TR PRTFLO S&P500 VL 78464A508   4,975 114,833 SH   SOLE   0 0 114,833
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,495 55,243 SH   SOLE   0 0 55,243
BROADCOM INC COM 11135F101   3,986 4,547 SH   SOLE   0 0 4,547
TJX COS INC NEW COM 872540109   3,945 46,825 SH   SOLE   0 0 46,825
LILLY ELI & CO COM 532457108   3,668 7,950 SH   SOLE   0 0 7,950
VERTEX PHARMACEUTICALS INC COM 92532F100   3,443 9,907 SH   SOLE   0 0 9,907
AT&T INC COM 00206R102   3,442 213,505 SH   SOLE   0 0 213,505
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,365 81,904 SH   SOLE   0 0 81,904
AMAZON COM INC COM 023135106   2,848 21,873 SH   SOLE   0 0 21,873
BOEING CO COM 097023105   2,819 13,365 SH   SOLE   0 0 13,365
ON SEMICONDUCTOR CORP COM 682189105   2,583 26,674 SH   SOLE   0 0 26,674
D R HORTON INC COM 23331A109   2,308 19,208 SH   SOLE   0 0 19,208
UNILEVER PLC SPON ADR NEW 904767704   2,304 44,066 SH   SOLE   0 0 44,066
JOHNSON & JOHNSON COM 478160104   2,257 13,819 SH   SOLE   0 0 13,819
SNAP ON INC COM 833034101   2,193 7,645 SH   SOLE   0 0 7,645
COSTCO WHSL CORP NEW COM 22160K105   2,174 4,019 SH   SOLE   0 0 4,019
DEXCOM INC COM 252131107   1,979 15,579 SH   SOLE   0 0 15,579
META PLATFORMS INC CL A 30303M102   1,897 6,634 SH   SOLE   0 0 6,634
ALPHABET INC CAP STK CL A 02079K305   1,778 14,825 SH   SOLE   0 0 14,825
NVIDIA CORPORATION COM 67066G104   1,767 4,166 SH   SOLE   0 0 4,166
NIKE INC CL B 654106103   1,738 15,928 SH   SOLE   0 0 15,928
PARKER-HANNIFIN CORP COM 701094104   1,666 4,261 SH   SOLE   0 0 4,261
BOSTON SCIENTIFIC CORP COM 101137107   1,482 27,678 SH   SOLE   0 0 27,678
ISHARES TR CORE S&P500 ETF 464287200   1,374 3,078 SH   SOLE   0 0 3,078
FISERV INC COM 337738108   1,353 10,746 SH   SOLE   0 0 10,746
THERMO FISHER SCIENTIFIC INC COM 883556102   1,351 2,602 SH   SOLE   0 0 2,602
REPUBLIC SVCS INC COM 760759100   1,345 8,881 SH   SOLE   0 0 8,881
UNITEDHEALTH GROUP INC COM 91324P102   1,339 2,802 SH   SOLE   0 0 2,802
LPL FINL HLDGS INC COM 50212V100   1,255 5,693 SH   SOLE   0 0 5,693
LOCKHEED MARTIN CORP COM 539830109   1,208 2,612 SH   SOLE   0 0 2,612
GENERAL ELECTRIC CO COM NEW 369604301   1,130 10,440 SH   SOLE   0 0 10,440
AIRBNB INC COM CL A 009066101   1,117 8,440 SH   SOLE   0 0 8,440
YUM BRANDS INC COM 988498101   1,095 7,978 SH   SOLE   0 0 7,978
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   961 28,345 SH   SOLE   0 0 28,345
WELLS FARGO CO NEW COM 949746101   928 21,377 SH   SOLE   0 0 21,377
NETFLIX INC COM 64110L106   928 2,103 SH   SOLE   0 0 2,103
SNOWFLAKE INC CL A 833445109   835 4,719 SH   SOLE   0 0 4,719
BORGWARNER INC COM 099724106   831 16,655 SH   SOLE   0 0 16,655
PEAKSTONE REALTY TRUST COMMON SHARES 39818P799   822 33,141 SH   SOLE   0 0 33,141
TRUIST FINL CORP COM 89832Q109   782 24,899 SH   SOLE   0 0 24,899
EATON CORP PLC SHS G29183103   660 3,292 SH   SOLE   0 0 3,292
CHEVRON CORP NEW COM 166764100   579 3,686 SH   SOLE   0 0 3,686
EXXON MOBIL CORP COM 30231G102   572 5,324 SH   SOLE   0 0 5,324
CITIGROUP INC COM NEW 172967424   564 12,077 SH   SOLE   0 0 12,077
VISTRA CORP COM 92840M102   486 18,619 SH   SOLE   0 0 18,619
NORFOLK SOUTHN CORP COM 655844108   434 1,898 SH   SOLE   0 0 1,898
BP PLC SPONSORED ADR 055622104   355 9,871 SH   SOLE   0 0 9,871
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664   344 4,527 SH   SOLE   0 0 4,527
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   312 3,861 SH   SOLE   0 0 3,861
MERCK & CO INC COM 58933Y105   312 2,731 SH   SOLE   0 0 2,731
PVH CORPORATION COM 693656100   294 3,366 SH   SOLE   0 0 3,366
ADOBE SYSTEMS INCORPORATED COM 00724F101   286 589 SH   SOLE   0 0 589
PROCTER AND GAMBLE CO COM 742718109   285 1,870 SH   SOLE   0 0 1,870
DISNEY WALT CO COM 254687106   282 3,116 SH   SOLE   0 0 3,116
SPDR SER TR PRTFLO S&P500 GW 78464A409   272 4,462 SH   SOLE   0 0 4,462
EQUITABLE HLDGS INC COM 29452E101   270 9,877 SH   SOLE   0 0 9,877
TESLA INC COM 88160R101   268 958 SH   SOLE   0 0 958
JPMORGAN CHASE & CO COM 46625H100   264 1,798 SH   SOLE   0 0 1,798
UNITED RENTALS INC COM 911363109   252 562 SH   SOLE   0 0 562
GRAINGER W W INC COM 384802104   242 309 SH   SOLE   0 0 309
INTEL CORP COM 458140100   233 6,924 SH   SOLE   0 0 6,924
LAM RESEARCH CORP COM 512807108   227 349 SH   SOLE   0 0 349
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   223 3,420 SH   SOLE   0 0 3,420
HUBBELL INC COM 443510607   212 643 SH   SOLE   0 0 643
PHILLIPS 66 COM 718546104   211 2,201 SH   SOLE   0 0 2,201
ING GROEP N.V. SPONSORED ADR 456837103   168 12,300 SH   SOLE   0 0 12,300