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
ABBOTT LABS COM 002824100   1,275,548 13,170 SH   SOLE 0 0 0 13,170
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   651,995 2,123 SH   SOLE 0 0 0 2,123
ADOBE INC COM 00724F101   1,033,567 2,027 SH   SOLE 0 0 0 2,027
ALPHABET INC CAP STK CL A 02079K305   1,012,333 7,736 SH   SOLE 0 0 0 7,736
ALPHABET INC CAP STK CL C 02079K107   2,272,698 17,237 SH   SOLE 0 0 0 17,237
AMAZON COM INC COM 023135106   2,562,485 20,158 SH   SOLE 0 0 0 20,158
AMERICAN TOWER CORP NEW COM 03027X100   666,918 4,055 SH   SOLE 0 0 0 4,055
APPLE INC COM 037833100   5,028,744 29,372 SH   SOLE 0 0 0 29,372
AUTODESK INC COM 052769106   838,606 4,053 SH   SOLE 0 0 0 4,053
AUTOMATIC DATA PROCESSING IN COM 053015103   1,985,988 8,255 SH   SOLE 0 0 0 8,255
AVIDXCHANGE HOLDINGS INC COM 05368X102   522,500 55,116 SH   SOLE 0 0 0 55,116
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   258,872 739 SH   SOLE 0 0 0 739
BLACKROCK INC COM 09247X101   1,212,815 1,876 SH   SOLE 0 0 0 1,876
BLACKSTONE INC COM 09260D107   1,445,686 13,493 SH   SOLE 0 0 0 13,493
BOOKING HOLDINGS INC COM 09857L108   1,181,153 383 SH   SOLE 0 0 0 383
BRIGHT HORIZONS FAM SOL IN D COM 109194100   665,447 8,169 SH   SOLE 0 0 0 8,169
CANADIAN PACIFIC KANSAS CITY COM 13646K108   698,338 9,385 SH   SOLE 0 0 0 9,385
CHEVRON CORP NEW COM 166764100   227,468 1,349 SH   SOLE 0 0 0 1,349
CME GROUP INC COM 12572Q105   1,332,145 6,653 SH   SOLE 0 0 0 6,653
COCA COLA CO COM 191216100   1,427,042 25,492 SH   SOLE 0 0 0 25,492
CONOCOPHILLIPS COM 20825C104   1,704,035 14,224 SH   SOLE 0 0 0 14,224
COSTAR GROUP INC COM 22160N109   707,849 9,206 SH   SOLE 0 0 0 9,206
COSTCO WHSL CORP NEW COM 22160K105   233,328 413 SH   SOLE 0 0 0 413
CROWN CASTLE INC COM 22822V101   803,980 8,736 SH   SOLE 0 0 0 8,736
CVS HEALTH CORP COM 126650100   1,195,212 17,118 SH   SOLE 0 0 0 17,118
DANAHER CORPORATION COM 235851102   798,386 3,218 SH   SOLE 0 0 0 3,218
DIAGEO PLC SPON ADR NEW 25243Q205   1,102,888 7,393 SH   SOLE 0 0 0 7,393
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   343,022 6,535 SH   SOLE 0 0 0 6,535
DOUGLAS ELLIMAN INC COM 25961D105   79,466 35,162 SH   SOLE 0 0 0 35,162
EQUIFAX INC COM 294429105   756,733 4,131 SH   SOLE 0 0 0 4,131
EQUINIX INC COM 29444U700   1,324,631 1,824 SH   SOLE 0 0 0 1,824
ETSY INC COM 29786A106   387,867 6,006 SH   SOLE 0 0 0 6,006
EXXON MOBIL CORP COM 30231G102   1,957,472 16,648 SH   SOLE 0 0 0 16,648
FAIR ISAAC CORP COM 303250104   1,643,259 1,892 SH   SOLE 0 0 0 1,892
FIRSTSERVICE CORP NEW COM 33767E202   891,141 6,123 SH   SOLE 0 0 0 6,123
GAN LTD SHS G3728V109   79,460 68,500 SH   SOLE 0 0 0 68,500
GENERAL DYNAMICS CORP COM 369550108   1,441,857 6,525 SH   SOLE 0 0 0 6,525
HOME DEPOT INC COM 437076102   1,576,180 5,216 SH   SOLE 0 0 0 5,216
INTERCONTINENTAL EXCHANGE IN COM 45866F104   812,511 7,385 SH   SOLE 0 0 0 7,385
INTUIT COM 461202103   952,653 1,865 SH   SOLE 0 0 0 1,865
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   3,537,641 139,883 SH   SOLE 0 0 0 139,883
IQVIA HLDGS INC COM 46266C105   218,393 1,110 SH   SOLE 0 0 0 1,110
ISHARES GOLD TR ISHARES NEW 464285204   4,038,721 115,425 SH   SOLE 0 0 0 115,425
ISHARES INC CORE MSCI EMKT 46434G103   368,823 7,750 SH   SOLE 0 0 0 7,750
ISHARES TR EAFE SML CP ETF 464288273   504,650 8,937 SH   SOLE 0 0 0 8,937
ISHARES TR IBONDS 24 TRM TS 46436E874   343,248 14,398 SH   SOLE 0 0 0 14,398
ISHARES TR IBONDS 23 TRM TS 46436E882   308,364 12,424 SH   SOLE 0 0 0 12,424
ISHARES TR MSCI EMG MKT ETF 464287234   346,640 9,134 SH   SOLE 0 0 0 9,134
ISHARES TR 20 YR TR BD ETF 464287432   327,976 3,698 SH   SOLE 0 0 0 3,698
ISHARES TR CORE S&P MCP ETF 464287507   10,225,095 41,007 SH   SOLE 0 0 0 41,007
ISHARES TR CORE S&P SCP ETF 464287804   4,566,143 48,406 SH   SOLE 0 0 0 48,406
ISHARES TR SP SMCP600VL ETF 464287879   4,714,709 52,844 SH   SOLE 0 0 0 52,844
ISHARES TR S&P SML 600 GWT 464287887   3,745,566 34,150 SH   SOLE 0 0 0 34,150
ISHARES TR CORE S&P500 ETF 464287200   626,968 1,460 SH   SOLE 0 0 0 1,460
ISHARES TR S&P 500 GRWT ETF 464287309   247,954 3,624 SH   SOLE 0 0 0 3,624
ISHARES TR RUS 1000 ETF 464287622   215,178 916 SH   SOLE 0 0 0 916
ISHARES TR RUS 1000 GRW ETF 464287614   8,924,000 33,550 SH   SOLE 0 0 0 33,550
JABIL INC COM 466313103   472,919 3,727 SH   SOLE 0 0 0 3,727
JOHNSON & JOHNSON COM 478160104   1,818,024 11,673 SH   SOLE 0 0 0 11,673
LAUDER ESTEE COS INC CL A 518439104   746,890 5,167 SH   SOLE 0 0 0 5,167
MARATHON PETE CORP COM 56585A102   2,844,435 18,795 SH   SOLE 0 0 0 18,795
MARTIN MARIETTA MATLS INC COM 573284106   1,030,442 2,510 SH   SOLE 0 0 0 2,510
MASTERCARD INCORPORATED CL A 57636Q104   1,033,277 2,610 SH   SOLE 0 0 0 2,610
MCDONALDS CORP COM 580135101   1,627,081 6,176 SH   SOLE 0 0 0 6,176
META PLATFORMS INC CL A 30303M102   1,632,542 5,438 SH   SOLE 0 0 0 5,438
MICROSOFT CORP COM 594918104   4,105,889 13,004 SH   SOLE 0 0 0 13,004
MONSTER BEVERAGE CORP NEW COM 61174X109   953,100 18,000 SH   SOLE 0 0 0 18,000
MOODYS CORP COM 615369105   837,809 2,650 SH   SOLE 0 0 0 2,650
MORNINGSTAR INC COM 617700109   777,677 3,320 SH   SOLE 0 0 0 3,320
NORTHROP GRUMMAN CORP COM 666807102   210,411 478 SH   SOLE 0 0 0 478
NOVO-NORDISK A S ADR 670100205   559,281 6,150 SH   SOLE 0 0 0 6,150
PAYPAL HLDGS INC COM 70450Y103   492,116 8,418 SH   SOLE 0 0 0 8,418
PEPSICO INC COM 713448108   381,918 2,254 SH   SOLE 0 0 0 2,254
PHILIP MORRIS INTL INC COM 718172109   1,201,874 12,982 SH   SOLE 0 0 0 12,982
PROGRESSIVE CORP COM 743315103   1,824,830 13,100 SH   SOLE 0 0 0 13,100
REPUBLIC SVCS INC COM 760759100   1,702,711 11,948 SH   SOLE 0 0 0 11,948
ROLLINS INC COM 775711104   612,361 16,404 SH   SOLE 0 0 0 16,404
S&P GLOBAL INC COM 78409V104   864,504 2,366 SH   SOLE 0 0 0 2,366
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,308,835 22,210 SH   SOLE 0 0 0 22,210
SPOTIFY TECHNOLOGY S A SHS L8681T102   766,550 4,957 SH   SOLE 0 0 0 4,957
STARBUCKS CORP COM 855244109   1,369,015 15,000 SH   SOLE 0 0 0 15,000
SYSCO CORP COM 871829107   1,425,095 21,576 SH   SOLE 0 0 0 21,576
TELEFLEX INCORPORATED COM 879369106   659,938 3,360 SH   SOLE 0 0 0 3,360
THERMO FISHER SCIENTIFIC INC COM 883556102   299,653 592 SH   SOLE 0 0 0 592
TJX COS INC NEW COM 872540109   1,112,430 12,516 SH   SOLE 0 0 0 12,516
TRANSDIGM GROUP INC COM 893641100   1,243,617 1,475 SH   SOLE 0 0 0 1,475
TRANSOCEAN LTD REG SHS H8817H100   4,313 1,500 SH Call SOLE 0 0 0 1,500
TRANSOCEAN LTD REG SHS H8817H100   21,198 30,500 SH Call SOLE 0 0 0 30,500
UBER TECHNOLOGIES INC COM 90353T100   1,080,995 23,505 SH   SOLE 0 0 0 23,505
UNION PAC CORP COM 907818108   1,367,783 6,717 SH   SOLE 0 0 0 6,717
UNITEDHEALTH GROUP INC COM 91324P102   2,228,933 4,421 SH   SOLE 0 0 0 4,421
VAIL RESORTS INC COM 91879Q109   1,106,344 4,986 SH   SOLE 0 0 0 4,986
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   384,846 980 SH   SOLE 0 0 0 980
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,046,675 4,928 SH   SOLE 0 0 0 4,928
VANGUARD INDEX FDS VALUE ETF 922908744   258,343 1,873 SH   SOLE 0 0 0 1,873
VANGUARD INDEX FDS SML CP GRW ETF 922908595   820,098 3,829 SH   SOLE 0 0 0 3,829
VANGUARD INDEX FDS GROWTH ETF 922908736   1,853,465 6,806 SH   SOLE 0 0 0 6,806
VANGUARD INDEX FDS MID CAP ETF 922908629   269,254 1,293 SH   SOLE 0 0 0 1,293
VANGUARD INDEX FDS SM CP VAL ETF 922908611   627,693 3,936 SH   SOLE 0 0 0 3,936
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   820,394 10,843 SH   SOLE 0 0 0 10,843
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   554,194 14,134 SH   SOLE 0 0 0 14,134
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   308,938 4,514 SH   SOLE 0 0 0 4,514
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   564,683 7,432 SH   SOLE 0 0 0 7,432
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   8,320,133 53,547 SH   SOLE 0 0 0 53,547
VANGUARD STAR FDS VG TL INTL STK F 921909768   254,274 4,751 SH   SOLE 0 0 0 4,751
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   317,704 4,454 SH   SOLE 0 0 0 4,454
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   6,499,781 62,909 SH   SOLE 0 0 0 62,909
VANGUARD WORLD FD MEGA GRWTH IND 921910816   2,042,100 9,000 SH   SOLE 0 0 0 9,000
VANGUARD WORLD FDS INF TECH ETF 92204A702   530,657 1,279 SH   SOLE 0 0 0 1,279
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108   465,471 1,728 SH   SOLE 0 0 0 1,728
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   748,088 3,182 SH   SOLE 0 0 0 3,182
VERISK ANALYTICS INC COM 92345Y106   1,016,271 4,302 SH   SOLE 0 0 0 4,302
VISA INC COM CL A 92826C839   904,199 3,931 SH   SOLE 0 0 0 3,931
WALMART INC COM 931142103   1,610,190 10,068 SH   SOLE 0 0 0 10,068
WARNER MUSIC GROUP CORP COM CL A 934550203   1,304,230 41,536 SH   SOLE 0 0 0 41,536
WASTE MGMT INC DEL COM 94106L109   1,503,668 9,864 SH   SOLE 0 0 0 9,864
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,266,924 6,063 SH   SOLE 0 0 0 6,063
WORLD GOLD TR SPDR GLD MINIS 98149E303   3,954,661 107,874 SH   SOLE 0 0 0 107,874
ZILLOW GROUP INC CL C CAP STK 98954M200   662,904 14,361 SH   SOLE 0 0 0 14,361
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   769,980 46,950 SH   SOLE 0 0 0 46,950