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
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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
AMAZON COM INC COM Stock 023135106   2,151,933 11,930 SH   SOLE 0 0 0 11,930
POWERSHARES QQQ TR ETF 46090E103   438,097 987 SH   SOLE 0 0 0 986
STARBUCKS CORP Stock 855244109   207,355 2,269 SH   SOLE 0 0 0 2,268
JOHNSON & JOHNSON COM Stock 478160104   586,070 3,705 SH   SOLE 0 0 0 3,704
TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109   206,698 1,392 SH   SOLE 0 0 0 1,392
WILLIAMS SONOMA INC Stock 969904101   2,004,373 6,312 SH   SOLE 0 0 0 6,312
WASTE MGMT INC DEL COM Stock 94106L109   347,648 1,631 SH   SOLE 0 0 0 1,631
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 921946810   3,623,444 44,443 SH   SOLE 0 0 0 44,443
COSTCO WHOLESALE CORP Stock 22160K105   2,291,704 3,128 SH   SOLE 0 0 0 3,128
HCA INC Stock 40412C101   2,241,215 6,720 SH   SOLE 0 0 0 6,719
PROCTER AND GAMBLE CO COM Stock 742718109   354,952 2,188 SH   SOLE 0 0 0 2,187
MARRIOTT INTL INC NEW CL A Stock 571903202   2,104,876 8,342 SH   SOLE 0 0 0 8,342
MCKESSON CORP Stock 58155Q103   2,351,742 4,381 SH   SOLE 0 0 0 4,380
MASTERCARD INC Stock 57636Q104   878,257 1,824 SH   SOLE 0 0 0 1,823
ILLINOIS TOOL WKS INC COM Stock 452308109   382,720 1,426 SH   SOLE 0 0 0 1,426
ISHARES TIPS BOND ETF ETF 464287176   846,837 7,884 SH   SOLE 0 0 0 7,884
CHUBB LIMITED COM Stock H1467J104   439,896 1,698 SH   SOLE 0 0 0 1,697
SHERWIN WILLIAMS CO COM Stock 824348106   1,061,155 3,055 SH   SOLE 0 0 0 3,055
PEPSICO INC COM Stock 713448108   611,907 3,496 SH   SOLE 0 0 0 3,496
ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457   369,318 4,516 SH   SOLE 0 0 0 4,516
HONEYWELL INTL INC Stock 438516106   428,977 2,090 SH   SOLE 0 0 0 2,090
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   422,682 1,408 SH   SOLE 0 0 0 1,408
HOME DEPOT Stock 437076102   767,924 2,002 SH   SOLE 0 0 0 2,001
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   273,927 1,097 SH   SOLE 0 0 0 1,096
BROADRIDGE FIN SOL Stock 11133T103   2,115,975 10,329 SH   SOLE 0 0 0 10,328
SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201   1,138,328 18,342 SH   SOLE 0 0 0 18,342
SPDR PORTFOLIO S&P 400 MID CAP ETF ETF 78464A847   906,231 16,990 SH   SOLE 0 0 0 16,989
GALLAGHER ARTHUR J & CO COM Stock 363576109   2,271,131 9,083 SH   SOLE 0 0 0 9,083
LINCOLN ELEC HLDGS INC Stock 533900106   1,408,752 5,515 SH   SOLE 0 0 0 5,515
NUTRIEN LTD COM Stock 67077M108   1,374,858 25,315 SH   SOLE 0 0 0 25,315
ISHARES S&P SMALLCAP 600 ETF ETF 464287804   1,382,662 12,511 SH   SOLE 0 0 0 12,510
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   2,744,567 6,527 SH   SOLE 0 0 0 6,526
VANGUARD SHORT TERM CORP BOND FD ETF ETF 92206C409   452,465 5,853 SH   SOLE 0 0 0 5,852
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870   1,319,662 16,391 SH   SOLE 0 0 0 16,391
GOOGLE INC Stock 02079K305   3,131,798 20,750 SH   SOLE 0 0 0 20,750
INTUIT COM Stock 461202103   1,779,407 2,738 SH   SOLE 0 0 0 2,737
MICROSOFT Stock 594918104   5,111,732 12,150 SH   SOLE 0 0 0 12,149
LINDE PLC SHS Stock G54950103   216,832 467 SH   SOLE 0 0 0 466
BOOT BARN HLDGS INC COM Stock 099406100   958,446 10,073 SH   SOLE 0 0 0 10,073
NORFOLK SOUTHERN CRP Stock 655844108   290,494 1,140 SH   SOLE 0 0 0 1,139
VANGUARD INFORMATION TECHNOLOGY ETF 92204A702   222,740 425 SH   SOLE 0 0 0 424
SCHWAB US TIPS ETF ETF 808524870   608,211 11,660 SH   SOLE 0 0 0 11,660
CARLISLE COS INC COM Stock 142339100   2,430,342 6,202 SH   SOLE 0 0 0 6,202
VANGUARD S&P 500 ETF ETF 922908363   597,745 1,243 SH   SOLE 0 0 0 1,243
BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106   2,810,461 18,933 SH   SOLE 0 0 0 18,933
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT ETF 46137V357   1,064,552 6,285 SH   SOLE 0 0 0 6,285
ELI LILLY & CO COM Stock 532457108   818,311 1,052 SH   SOLE 0 0 0 1,051
AIR PRODS & CHEMS INC COM Stock 009158106   302,818 1,250 SH   SOLE 0 0 0 1,249
SCHWAB US MID-CAP ETF ETF 808524508   419,368 5,150 SH   SOLE 0 0 0 5,150
DUKE ENERGY CORP NEW COM NEW Stock 26441C204   212,513 2,197 SH   SOLE 0 0 0 2,197
TRACTOR SUPPLY CO Stock 892356106   2,180,182 8,330 SH   SOLE 0 0 0 8,330
VISA INC Stock 92826C839   2,801,015 10,037 SH   SOLE 0 0 0 10,036
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES ETF 25459Y207   405,948 4,551 SH   SOLE 0 0 0 4,550
META PLATFORMS INC CL A Stock 30303M102   1,693,538 3,488 SH   SOLE 0 0 0 3,487
PALO ALTO NETWORKS INC COM Stock 697435105   1,544,531 5,436 SH   SOLE 0 0 0 5,436
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805   766,652 16,009 SH   SOLE 0 0 0 16,008
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108   2,155,227 24,444 SH   SOLE 0 0 0 24,444
NVIDIA CORPORATION COM Stock 67066G104   510,411 565 SH   SOLE 0 0 0 564
ISHARES 1-3 YR CREDIT BOND ETF ETF 464288646   1,747,440 34,076 SH   SOLE 0 0 0 34,076
ISHARES SHORT TREASURY BOND ETF ETF 464288679   402,918 3,645 SH   SOLE 0 0 0 3,645
ABBVIE INC COM Stock 00287Y109   468,472 2,573 SH   SOLE 0 0 0 2,572
S&P GLOBAL INC COM Stock 78409V104   498,460 1,172 SH   SOLE 0 0 0 1,171
LENNOX INTL INC COM Stock 526107107   2,202,803 4,507 SH   SOLE 0 0 0 4,506
PTC INC COM Stock 69370C100   1,597,866 8,457 SH   SOLE 0 0 0 8,457
FACTSET RESEARCH SYS INC Stock 303075105   224,469 494 SH   SOLE 0 0 0 494
STRYKER CORPORATION COM Stock 863667101   2,231,368 6,235 SH   SOLE 0 0 0 6,235
GENERAL DYNAMICS CORP COM Stock 369550108   758,128 2,684 SH   SOLE 0 0 0 2,683
MCDONALDS CORP COM Stock 580135101   533,314 1,892 SH   SOLE 0 0 0 1,891
DOVER CORP COM Stock 260003108   1,575,290 8,890 SH   SOLE 0 0 0 8,890
ADVANCED MICRO DEVICES INC COM Stock 007903107   2,923,216 16,196 SH   SOLE 0 0 0 16,196
UNION PAC CORP COM Stock 907818108   2,223,777 9,042 SH   SOLE 0 0 0 9,042
CARMAX INC COM Stock 143130102   2,152,140 24,706 SH   SOLE 0 0 0 24,706
CHARLES RIV LABS INTL INC COM Stock 159864107   2,310,120 8,526 SH   SOLE 0 0 0 8,526
NORTHROP GRUMMAN CORP COM Stock 666807102   336,795 704 SH   SOLE 0 0 0 703
LOCKHEED MARTIN CORP Stock 539830109   791,387 1,740 SH   SOLE 0 0 0 1,739
JPMORGAN CHASE & CO COM Stock 46625H100   1,618,823 8,082 SH   SOLE 0 0 0 8,081
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638   637,481 12,354 SH   SOLE 0 0 0 12,354
CHEVRON CORP NEW COM Stock 166764100   294,289 1,866 SH   SOLE 0 0 0 1,865
WALMART INC COM Stock 931142103   2,216,965 36,845 SH   SOLE 0 0 0 36,845
RTX CORPORATION COM Stock 75513E101   271,072 2,779 SH   SOLE 0 0 0 2,779
CATERPILLAR INC COM Stock 149123101   264,705 722 SH   SOLE 0 0 0 722
TRINET GROUP INC COM Stock 896288107   2,259,087 17,051 SH   SOLE 0 0 0 17,051
ALPHABET INC CAP STK CL C Stock 02079K107   1,019,381 6,695 SH   SOLE 0 0 0 6,695
AMGEN INC Stock 031162100   355,985 1,252 SH   SOLE 0 0 0 1,252
VANGUARD UTILITIES ETF 92204A876   497,375 3,488 SH   SOLE 0 0 0 3,488
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844   260,280 1,425 SH   SOLE 0 0 0 1,425
AXON ENTERPRISE INC COM Stock 05464C101   326,647 1,044 SH   SOLE 0 0 0 1,044
PARKER-HANNIFIN CORP COM Stock 701094104   1,307,726 2,353 SH   SOLE 0 0 0 2,352
EXXON MOBIL CORP COM Stock 30231G102   551,294 4,743 SH   SOLE 0 0 0 4,742
UNITEDHEALTH GROUP Stock 91324P102   1,627,986 3,291 SH   SOLE 0 0 0 3,290
T ROWE PRICE GROUP INC Stock 74144T108   1,015,292 8,328 SH   SOLE 0 0 0 8,327
LOWES COS INC COM Stock 548661107   2,441,888 9,586 SH   SOLE 0 0 0 9,586
FTI CONSULTING INC COM Stock 302941109   2,013,316 9,574 SH   SOLE 0 0 0 9,574
ISHARES CORE S&P MID CAP ETF ETF 464287507   541,528 8,916 SH   SOLE 0 0 0 8,915
APPLE INC Stock 037833100   5,194,754 30,294 SH   SOLE 0 0 0 30,293
ABBOTT LABS COM Stock 002824100   255,699 2,250 SH   SOLE 0 0 0 2,249
LIVE NATION ENTERTAINMENT INC COM Stock 538034109   1,826,436 17,268 SH   SOLE 0 0 0 17,268