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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
LINDE PLC SHS G5494J103 2,944 10,558 SH   SOLE   10,558 0 0
MEDTRONIC PLC SHS G5960L103 3,228 38,233 SH   SOLE   38,233 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,284 28,262 SH   SOLE   28,262 0 0
AT&T INC COM 00206R102 954 62,245 SH   SOLE   62,245 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,269 4,254 SH   SOLE   4,254 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,215 14,392 SH   SOLE   14,392 0 0
ALPHABET INC CAP STK CL C 02079K107 8,355 81,718 SH   SOLE   81,718 0 0
ALPHABET INC CAP STK CL A 02079K305 1,410 13,900 SH   SOLE   13,900 0 0
AMAZON COM INC COM 023135106 7,962 66,182 SH   SOLE   66,182 0 0
ANALOG DEVICES INC COM 032654105 226 1,498 SH   SOLE   1,498 0 0
APPLE INC COM 037833100 12,275 84,406 SH   SOLE   84,406 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 405 1,464 SH   SOLE   1,464 0 0
CHEVRON CORP NEW COM 166764100 436 2,700 SH   SOLE   2,700 0 0
CHEWY INC CL A 16679L109 1,147 30,219 SH   SOLE   30,219 0 0
CISCO SYS INC COM 17275R102 3,337 80,365 SH   SOLE   80,365 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,842 5,891 SH   SOLE   5,891 0 0
DANAHER CORPORATION COM 235851102 367 1,320 SH   SOLE   1,320 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 2,135 12,662 SH   SOLE   12,662 0 0
DIGITAL RLTY TR INC COM 253868103 1,449 15,346 SH   SOLE   15,346 0 0
DISNEY WALT CO COM 254687106 3,213 32,114 SH   SOLE   32,114 0 0
DOCUSIGN INC COM 256163106 693 13,439 SH   SOLE   13,439 0 0
EXXON MOBIL CORP COM 30231G102 1,497 14,667 SH   SOLE   14,667 0 0
FEDEX CORP COM 31428X106 1,126 7,254 SH   SOLE   7,254 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,007 28,803 SH   SOLE   28,803 0 0
GSK PLC SPONSORED ADR 37733W204 2,011 67,043 SH   SOLE   67,043 0 0
HOME DEPOT INC COM 437076102 3,092 10,648 SH   SOLE   10,648 0 0
ILLUMINA INC COM 452327109 2,913 13,695 SH   SOLE   13,695 0 0
INTUIT COM 461202103 2,192 5,329 SH   SOLE   5,329 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 325 2,440 SH   SOLE   2,440 0 0
ISHARES TR CORE S&P500 ETF 464287200 767 2,046 SH   SOLE   2,046 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 1,361 16,777 SH   SOLE   16,777 0 0
ISHARES TR CORE S&P SCP ETF 464287804 1,782 19,427 SH   SOLE   19,427 0 0
JPMORGAN CHASE & CO COM 46625H100 3,945 36,481 SH   SOLE   36,481 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 3,810 75,813 SH   SOLE   75,813 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 15,520 309,975 SH   SOLE   309,975 0 0
LOWES COS INC COM 548661107 777 3,885 SH   SOLE   3,885 0 0
MASCO CORP COM 574599106 2,960 58,516 SH   SOLE   58,516 0 0
MICROSOFT CORP COM 594918104 9,441 38,256 SH   SOLE   38,256 0 0
NORFOLK SOUTHN CORP COM 655844108 438 2,000 SH   SOLE   2,000 0 0
ORACLE CORP COM 68389X105 884 13,540 SH   SOLE   13,540 0 0
PROCTER AND GAMBLE CO COM 742718109 3,201 25,309 SH   SOLE   25,309 0 0
QUALCOMM INC COM 747525103 3,791 30,264 SH   SOLE   30,264 0 0
QUALYS INC COM 74758T303 839 5,826 SH   SOLE   5,826 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,738 7,200 SH   SOLE   7,200 0 0
SHELL PLC SPON ADS 780259305 1,361 26,343 SH   SOLE   26,343 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,575 4,220 SH   SOLE   4,220 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101 6,221 215,411 SH   SOLE   215,411 0 0
SALESFORCE INC COM 79466L302 2,649 17,041 SH   SOLE   17,041 0 0
SCHWAB CHARLES CORP COM 808513105 1,477 19,431 SH   SOLE   19,431 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,592 89,311 SH   SOLE   89,311 0 0
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1,373 28,498 SH   SOLE   28,498 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 245 3,446 SH   SOLE   3,446 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,496 11,943 SH   SOLE   11,943 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 773 11,452 SH   SOLE   11,452 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 931 6,394 SH   SOLE   6,394 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 404 4,905 SH   SOLE   4,905 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 907 28,678 SH   SOLE   28,678 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 815 9,383 SH   SOLE   9,383 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2,199 17,457 SH   SOLE   17,457 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 834 16,645 SH   SOLE   16,645 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 281 7,950 SH   SOLE   7,950 0 0
SNOWFLAKE INC CL A 833445109 764 4,046 SH   SOLE   4,046 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,173 9,661 SH   SOLE   9,661 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,900 7,214 SH   SOLE   7,214 0 0
TILRAY BRANDS INC COM CL 2 88688T100 174 44,553 SH   SOLE   44,553 0 0
UNION PAC CORP COM 907818108 203 1,023 SH   SOLE   1,023 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5,785 154,067 SH   SOLE   154,067 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 236 2,039 SH   SOLE   2,039 0 0
VANGUARD WORLD FDS UTILITIES ETF 92204A876 1,858 13,118 SH   SOLE   13,118 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,117 135,056 SH   SOLE   135,056 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8,828 118,624 SH   SOLE   118,624 0 0
VENTAS INC COM 92276F100 1,616 42,173 SH   SOLE   42,173 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 8,088 44,789 SH   SOLE   44,789 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,567 67,836 SH   SOLE   67,836 0 0
VISA INC COM CL A 92826C839 3,213 17,311 SH   SOLE   17,311 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 138 11,040 SH   SOLE   11,040 0 0
WILLIAMS SONOMA INC COM 969904101 1,129 8,953 SH   SOLE   8,953 0 0
ZOETIS INC CL A 98978V103 2,641 17,306 SH   SOLE   17,306 0 0
ZUORA INC COM CL A 98983V106 242 30,938 SH   SOLE   30,938 0 0