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
ABBOTT LABS COM 002824100   1,289,075 12,730 SH   SOLE   0 0 12,730
AMAZON COM INC COM 023135106   1,948,463 18,864 SH   SOLE   0 0 18,864
ELEVANCE HEALTH INC COM 036752103   206,915 450 SH   SOLE   0 0 450
APPLE INC COM 037833100   4,798,225 29,098 SH   SOLE   0 0 29,098
AUTODESK INC COM 052769106   792,465 3,807 SH   SOLE   0 0 3,807
AUTOMATIC DATA PROCESSING IN COM 053015103   1,861,409 8,361 SH   SOLE   0 0 8,361
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   228,799 741 SH   SOLE   0 0 741
BRIGHT HORIZONS FAM SOL IN D COM 109194100   585,201 7,601 SH   SOLE   0 0 7,601
CVS HEALTH CORP COM 126650100   1,202,668 16,184 SH   SOLE   0 0 16,184
CATALENT INC COM 148806102   584,030 8,888 SH   SOLE   0 0 8,888
CHEVRON CORP NEW COM 166764100   217,329 1,332 SH   SOLE   0 0 1,332
COCA COLA CO COM 191216100   1,580,835 25,485 SH   SOLE   0 0 25,485
DANAHER CORPORATION COM 235851102   753,600 2,990 SH   SOLE   0 0 2,990
DISNEY WALT CO COM 254687106   676,221 6,753 SH   SOLE   0 0 6,753
EQUIFAX INC COM 294429105   791,809 3,904 SH   SOLE   0 0 3,904
FAIR ISAAC CORP COM 303250104   1,382,894 1,968 SH   SOLE   0 0 1,968
GENERAL DYNAMICS CORP COM 369550108   1,441,175 6,315 SH   SOLE   0 0 6,315
HERSHEY CO COM 427866108   214,976 845 SH   SOLE   0 0 845
HOME DEPOT INC COM 437076102   1,500,796 5,085 SH   SOLE   0 0 5,085
INTUIT COM 461202103   780,341 1,750 SH   SOLE   0 0 1,750
ISHARES GOLD TR ISHARES NEW 464285204   4,226,024 113,086 SH   SOLE   0 0 113,086
ISHARES TR MSCI EMG MKT ETF 464287234   360,433 9,134 SH   SOLE   0 0 9,134
ISHARES TR S&P 500 GRWT ETF 464287309   231,537 3,624 SH   SOLE   0 0 3,624
ISHARES TR 20 YR TR BD ETF 464287432   394,101 3,705 SH   SOLE   0 0 3,705
ISHARES TR CORE S&P MCP ETF 464287507   8,907,947 35,609 SH   SOLE   0 0 35,609
ISHARES TR RUS 1000 GRW ETF 464287614   7,581,838 31,031 SH   SOLE   0 0 31,031
ISHARES TR RUS 1000 ETF 464287622   206,311 916 SH   SOLE   0 0 916
ISHARES TR CORE S&P SCP ETF 464287804   4,185,341 43,282 SH   SOLE   0 0 43,282
ISHARES TR SP SMCP600VL ETF 464287879   4,870,015 52,036 SH   SOLE   0 0 52,036
ISHARES TR S&P SML 600 GWT 464287887   3,639,447 33,104 SH   SOLE   0 0 33,104
ISHARES TR EAFE SML CP ETF 464288273   510,929 8,586 SH   SOLE   0 0 8,586
JOHNSON & JOHNSON COM 478160104   1,863,829 12,025 SH   SOLE   0 0 12,025
LAUDER ESTEE COS INC CL A 518439104   1,126,569 4,571 SH   SOLE   0 0 4,571
MARTIN MARIETTA MATLS INC COM 573284106   862,111 2,428 SH   SOLE   0 0 2,428
MCDONALDS CORP COM 580135101   1,688,365 6,038 SH   SOLE   0 0 6,038
MICROSOFT CORP COM 594918104   3,644,287 12,641 SH   SOLE   0 0 12,641
MOODYS CORP COM 615369105   767,027 2,506 SH   SOLE   0 0 2,506
MORNINGSTAR INC COM 617700109   624,317 3,075 SH   SOLE   0 0 3,075
NORTHROP GRUMMAN CORP COM 666807102   230,860 500 SH   SOLE   0 0 500
NOVO-NORDISK A S ADR 670100205   489,356 3,075 SH   SOLE   0 0 3,075
PEPSICO INC COM 713448108   410,904 2,254 SH   SOLE   0 0 2,254
PHILIP MORRIS INTL INC COM 718172109   1,213,875 12,482 SH   SOLE   0 0 12,482
PROGRESSIVE CORP COM 743315103   1,857,205 12,982 SH   SOLE   0 0 12,982
REPUBLIC SVCS INC COM 760759100   1,600,735 11,838 SH   SOLE   0 0 11,838
STARBUCKS CORP COM 855244109   1,525,048 14,646 SH   SOLE   0 0 14,646
SYSCO CORP COM 871829107   1,624,610 21,036 SH   SOLE   0 0 21,036
TJX COS INC NEW COM 872540109   937,976 11,970 SH   SOLE   0 0 11,970
TELEFLEX INCORPORATED COM 879369106   800,713 3,161 SH   SOLE   0 0 3,161
THERMO FISHER SCIENTIFIC INC COM 883556102   337,753 586 SH   SOLE   0 0 586
TRANSDIGM GROUP INC COM 893641100   1,065,037 1,445 SH   SOLE   0 0 1,445
UNION PAC CORP COM 907818108   1,318,052 6,549 SH   SOLE   0 0 6,549
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   7,668,004 49,789 SH   SOLE   0 0 49,789
VANGUARD WORLD FD MEGA GRWTH IND 921910816   1,840,590 9,000 SH   SOLE   0 0 9,000
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   5,972,250 56,609 SH   SOLE   0 0 56,609
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810   314,540 4,269 SH   SOLE   0 0 4,269
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   551,622 13,654 SH   SOLE   0 0 13,654
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   357,643 951 SH   SOLE   0 0 951
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   848,101 10,213 SH   SOLE   0 0 10,213
VANGUARD INDEX FDS SML CP GRW ETF 922908595   828,637 3,829 SH   SOLE   0 0 3,829
VANGUARD INDEX FDS SM CP VAL ETF 922908611   620,692 3,910 SH   SOLE   0 0 3,910
VANGUARD INDEX FDS MID CAP ETF 922908629   277,360 1,315 SH   SOLE   0 0 1,315
VANGUARD INDEX FDS GROWTH ETF 922908736   1,686,327 6,760 SH   SOLE   0 0 6,760
VANGUARD INDEX FDS TOTAL STK MKT 922908769   1,005,725 4,928 SH   SOLE   0 0 4,928
WALMART INC COM 931142103   1,463,004 9,922 SH   SOLE   0 0 9,922
WARNER MUSIC GROUP CORP COM CL A 934550203   1,295,557 38,824 SH   SOLE   0 0 38,824
FIRSTSERVICE CORP NEW COM 33767E202   823,805 5,843 SH   SOLE   0 0 5,843
WORLD GOLD TR SPDR GLD MINIS 98149E303   3,930,399 100,496 SH   SOLE   0 0 100,496
ADOBE SYSTEMS INCORPORATED COM 00724F101   741,837 1,925 SH   SOLE   0 0 1,925
ALPHABET INC CAP STK CL C 02079K107   1,699,984 16,346 SH   SOLE   0 0 16,346
ALPHABET INC CAP STK CL A 02079K305   805,878 7,769 SH   SOLE   0 0 7,769
AMERICAN TOWER CORP NEW COM 03027X100   749,610 3,668 SH   SOLE   0 0 3,668
AVIDXCHANGE HOLDINGS INC COM 05368X102   429,905 55,116 SH   SOLE   0 0 55,116
BLACKROCK INC COM 09247X101   1,259,953 1,883 SH   SOLE   0 0 1,883
BLACKSTONE INC COM 09260D107   1,069,790 12,179 SH   SOLE   0 0 12,179
BOOKING HOLDINGS INC COM 09857L108   994,654 375 SH   SOLE   0 0 375
CME GROUP INC COM 12572Q105   1,234,999 6,448 SH   SOLE   0 0 6,448
CANADIAN PAC RY LTD COM 13645T100   673,917 8,759 SH   SOLE   0 0 8,759
CONOCOPHILLIPS COM 20825C104   1,383,087 13,941 SH   SOLE   0 0 13,941
COSTCO WHSL CORP NEW COM 22160K105   205,207 413 SH   SOLE   0 0 413
COSTAR GROUP INC COM 22160N109   593,143 8,615 SH   SOLE   0 0 8,615
CROWN CASTLE INC COM 22822V101   1,072,737 8,015 SH   SOLE   0 0 8,015
DIAGEO PLC SPON ADR NEW 25243Q205   1,307,576 7,217 SH   SOLE   0 0 7,217
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500   333,222 6,323 SH   SOLE   0 0 6,323
DOUGLAS ELLIMAN INC COM 25961D105   65,363 21,017 SH   SOLE   0 0 21,017
EQUINIX INC COM 29444U700   1,271,847 1,764 SH   SOLE   0 0 1,764
ETSY INC COM 29786A106   557,318 5,006 SH   SOLE   0 0 5,006
EXXON MOBIL CORP COM 30231G102   1,907,207 17,392 SH   SOLE   0 0 17,392
META PLATFORMS INC CL A 30303M102   1,131,336 5,338 SH   SOLE   0 0 5,338
INTERCONTINENTAL EXCHANGE IN COM 45866F104   723,908 6,941 SH   SOLE   0 0 6,941
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805   3,632,321 135,131 SH   SOLE   0 0 135,131
IQVIA HLDGS INC COM 46266C105   260,546 1,310 SH   SOLE   0 0 1,310
ISHARES INC CORE MSCI EMKT 46434G103   383,636 7,863 SH   SOLE   0 0 7,863
ISHARES TR IBONDS 24 TRM TS 46436E874   345,696 14,398 SH   SOLE   0 0 14,398
ISHARES TR IBONDS 23 TRM TS 46436E882   308,239 12,424 SH   SOLE   0 0 12,424
MARATHON PETE CORP COM 56585A102   2,646,039 19,625 SH   SOLE   0 0 19,625
MASTERCARD INCORPORATED CL A 57636Q104   904,721 2,490 SH   SOLE   0 0 2,490
MONSTER BEVERAGE CORP NEW COM 61174X109   933,833 17,290 SH   SOLE   0 0 17,290
PAYPAL HLDGS INC COM 70450Y103   542,591 7,145 SH   SOLE   0 0 7,145
S&P GLOBAL INC COM 78409V104   772,577 2,241 SH   SOLE   0 0 2,241
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   1,510,806 16,454 SH   SOLE   0 0 16,454
UBER TECHNOLOGIES INC COM 90353T100   705,103 22,243 SH   SOLE   0 0 22,243
UNITEDHEALTH GROUP INC COM 91324P102   2,057,099 4,353 SH   SOLE   0 0 4,353
VAIL RESORTS INC COM 91879Q109   1,101,334 4,713 SH   SOLE   0 0 4,713
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108   440,700 1,745 SH   SOLE   0 0 1,745
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   758,780 3,182 SH   SOLE   0 0 3,182
VANGUARD WORLD FDS INF TECH ETF 92204A702   503,038 1,305 SH   SOLE   0 0 1,305
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   501,375 6,250 SH   SOLE   0 0 6,250
VERISK ANALYTICS INC COM 92345Y106   793,122 4,134 SH   SOLE   0 0 4,134
VISA INC COM CL A 92826C839   837,162 3,713 SH   SOLE   0 0 3,713
WASTE MGMT INC DEL COM 94106L109   1,580,954 9,689 SH   SOLE   0 0 9,689
ZILLOW GROUP INC CL C CAP STK 98954M200   579,889 13,040 SH   SOLE   0 0 13,040
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   545,611 1,909 SH   SOLE   0 0 1,909
WILLIS TOWERS WATSON PLC LTD SHS G96629103   1,340,135 5,767 SH   SOLE   0 0 5,767
TRANSOCEAN LTD REG SHS H8817H100   14,103 11,000 SH Call SOLE   0 0 11,000
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104   46,000 10,000 SH   SOLE   0 0 10,000
SPOTIFY TECHNOLOGY S A SHS L8681T102   614,786 4,601 SH   SOLE   0 0 4,601