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   4,056,520 36,854 SH   SOLE   0 0 36,854
ABBVIE INC COM 00287Y109   3,345,027 21,585 SH   SOLE   0 0 21,585
ADOBE INC COM 00724F101   4,612,911 7,732 SH   SOLE   0 0 7,732
ADVANCED MICRO DEVICES INC COM 007903107   9,180,105 62,276 SH   SOLE   0 0 62,276
ALPHABET INC CAP STK CL C 02079K107   2,839,458 20,148 SH   SOLE   0 0 20,148
ALPHABET INC CAP STK CL A 02079K305   28,635,752 204,995 SH   SOLE   0 0 204,995
AMAZON COM INC COM 023135106   23,837,107 156,885 SH   SOLE   0 0 156,885
AMETEK INC COM 031100100   7,944,235 48,179 SH   SOLE   0 0 48,179
AMGEN INC COM 031162100   443,551 1,540 SH   SOLE   0 0 1,540
AMPHENOL CORP NEW CL A 032095101   4,339,515 43,776 SH   SOLE   0 0 43,776
APPLE INC COM 037833100   40,132,000 208,445 SH   SOLE   0 0 208,445
APPLIED MATLS INC COM 038222105   5,601,950 34,565 SH   SOLE   0 0 34,565
AUTOMATIC DATA PROCESSING IN COM 053015103   2,387,011 10,246 SH   SOLE   0 0 10,246
AUTOZONE INC COM 053332102   1,742,701 674 SH   SOLE   0 0 674
BECTON DICKINSON & CO COM 075887109   1,989,165 8,158 SH   SOLE   0 0 8,158
BHP GROUP LTD SPONSORED ADS 088606108   4,371,089 63,989 SH   SOLE   0 0 63,989
BOEING CO COM 097023105   7,989,490 30,651 SH   SOLE   0 0 30,651
BOOKING HOLDINGS INC COM 09857L108   2,876,795 811 SH   SOLE   0 0 811
BRISTOL-MYERS SQUIBB CO COM 110122108   2,143,013 41,766 SH   SOLE   0 0 41,766
BROADCOM INC COM 11135F101   6,134,910 5,496 SH   SOLE   0 0 5,496
CSX CORP COM 126408103   2,304,584 66,472 SH   SOLE   0 0 66,472
CANADIAN NATL RY CO COM 136375102   2,863,359 22,792 SH   SOLE   0 0 22,792
CHEVRON CORP NEW COM 166764100   8,574,910 57,488 SH   SOLE   0 0 57,488
CISCO SYS INC COM 17275R102   3,165,078 62,650 SH   SOLE   0 0 62,650
COMCAST CORP NEW CL A 20030N101   2,630,079 59,979 SH   SOLE   0 0 59,979
COSTCO WHSL CORP NEW COM 22160K105   10,731,581 16,258 SH   SOLE   0 0 16,258
CROWDSTRIKE HLDGS INC CL A 22788C105   3,565,799 13,966 SH   SOLE   0 0 13,966
DANAHER CORPORATION COM 235851102   2,430,458 10,506 SH   SOLE   0 0 10,506
DISNEY WALT CO COM 254687106   2,174,815 24,087 SH   SOLE   0 0 24,087
EOG RES INC COM 26875P101   5,754,317 47,576 SH   SOLE   0 0 47,576
EXXON MOBIL CORP COM 30231G102   528,194 5,283 SH   SOLE   0 0 5,283
META PLATFORMS INC CL A 30303M102   15,789,448 44,608 SH   SOLE   0 0 44,608
FASTENAL CO COM 311900104   6,619,170 102,195 SH   SOLE   0 0 102,195
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,356,889 17,549 SH   SOLE   0 0 17,549
GENERAL ELECTRIC CO COM NEW 369604301   6,756,222 52,936 SH   SOLE   0 0 52,936
HOME DEPOT INC COM 437076102   9,413,338 27,163 SH   SOLE   0 0 27,163
HONEYWELL INTL INC COM 438516106   2,542,524 12,124 SH   SOLE   0 0 12,124
INTUIT COM 461202103   2,648,252 4,237 SH   SOLE   0 0 4,237
INTUITIVE SURGICAL INC COM NEW 46120E602   3,861,760 11,447 SH   SOLE   0 0 11,447
ISHARES TR RUS 1000 VAL ETF 464287598   374,787 2,268 SH   SOLE   0 0 2,268
ISHARES TR RUS 1000 GRW ETF 464287614   795,215 2,623 SH   SOLE   0 0 2,623
ISHARES TR RUS 1000 ETF 464287622   966,166 3,684 SH   SOLE   0 0 3,684
ISHARES TR CORE S&P SCP ETF 464287804   218,665 2,020 SH   SOLE   0 0 2,020
ISHARES TR MSCI ACWI EX US 464288240   918,720 18,000 SH   SOLE   0 0 18,000
ISHARES TR NATIONAL MUN ETF 464288414   1,100,904 10,155 SH   SOLE   0 0 10,155
JOHNSON & JOHNSON COM 478160104   5,864,584 37,416 SH   SOLE   0 0 37,416
ELI LILLY & CO COM 532457108   6,500,141 11,151 SH   SOLE   0 0 11,151
LOCKHEED MARTIN CORP COM 539830109   4,462,601 9,846 SH   SOLE   0 0 9,846
MARRIOTT INTL INC NEW CL A 571903202   3,735,348 16,564 SH   SOLE   0 0 16,564
MASTERCARD INCORPORATED CL A 57636Q104   3,652,205 8,563 SH   SOLE   0 0 8,563
MCKESSON CORP COM 58155Q103   2,270,454 4,904 SH   SOLE   0 0 4,904
MERCADOLIBRE INC COM 58733R102   3,550,109 2,259 SH   SOLE   0 0 2,259
MERCK & CO INC COM 58933Y105   4,242,404 38,914 SH   SOLE   0 0 38,914
MICROSOFT CORP COM 594918104   47,251,129 125,655 SH   SOLE   0 0 125,654
MICRON TECHNOLOGY INC COM 595112103   3,230,119 37,850 SH   SOLE   0 0 37,850
NETFLIX INC COM 64110L106   3,873,617 7,956 SH   SOLE   0 0 7,956
NIKE INC CL B 654106103   1,866,535 17,192 SH   SOLE   0 0 17,192
NVIDIA CORPORATION COM 67066G104   21,131,533 42,671 SH   SOLE   0 0 42,671
PFIZER INC COM 717081103   2,240,236 77,813 SH   SOLE   0 0 77,813
PROCTER AND GAMBLE CO COM 742718109   5,010,203 34,190 SH   SOLE   0 0 34,190
PUBLIC STORAGE COM 74460D109   2,072,475 6,795 SH   SOLE   0 0 6,795
QUALCOMM INC COM 747525103   2,092,796 14,470 SH   SOLE   0 0 14,470
SPDR SER TR S&P BIOTECH 78464A870   4,809,517 53,864 SH   SOLE   0 0 53,864
SPDR SER TR BLOOMBERG 3-12 M 78468R523   16,910,268 170,604 SH   SOLE   0 0 170,604
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   7,020,123 76,815 SH   SOLE   0 0 76,815
SALESFORCE INC COM 79466L302   5,253,327 19,964 SH   SOLE   0 0 19,964
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   8,460,740 62,038 SH   SOLE   0 0 62,037
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   10,239,262 57,263 SH   SOLE   0 0 57,263
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   57,953,218 1,541,309 SH   SOLE   0 0 1,541,309
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   35,837,803 186,190 SH   SOLE   0 0 186,189
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   11,485,568 158,073 SH   SOLE   0 0 158,072
SERVICENOW INC COM 81762P102   4,569,577 6,468 SH   SOLE   0 0 6,468
STARBUCKS CORP COM 855244109   1,722,707 17,943 SH   SOLE   0 0 17,943
SYSCO CORP COM 871829107   2,045,300 27,968 SH   SOLE   0 0 27,968
TJX COS INC NEW COM 872540109   5,114,615 54,521 SH   SOLE   0 0 54,521
TESLA INC COM 88160R101   8,445,338 33,988 SH   SOLE   0 0 33,988
TEXAS INSTRS INC COM 882508104   2,139,273 12,550 SH   SOLE   0 0 12,550
THERMO FISHER SCIENTIFIC INC COM 883556102   3,701,199 6,973 SH   SOLE   0 0 6,973
UNITED PARCEL SERVICE INC CL B 911312106   2,008,613 12,775 SH   SOLE   0 0 12,775
UNITEDHEALTH GROUP INC COM 91324P102   16,312,146 30,984 SH   SOLE   0 0 30,984
VALERO ENERGY CORP COM 91913Y100   6,250,660 48,082 SH   SOLE   0 0 48,082
VANGUARD WORLD FD MEGA GRWTH IND 921910816   53,047,313 204,413 SH   SOLE   0 0 204,413
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840   42,708,836 390,499 SH   SOLE   0 0 390,498
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   8,650,470 31,945 SH   SOLE   0 0 31,945
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   27,710,933 164,985 SH   SOLE   0 0 164,985
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   8,436,031 176,118 SH   SOLE   0 0 176,117
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   915,082 16,300 SH   SOLE   0 0 16,300
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,114,073 27,106 SH   SOLE   0 0 27,106
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   416,369 4,513 SH   SOLE   0 0 4,513
VANGUARD INDEX FDS GROWTH ETF 922908736   533,185 1,715 SH   SOLE   0 0 1,715
VANGUARD INDEX FDS SMALL CP ETF 922908751   9,560,786 44,817 SH   SOLE   0 0 44,816
VISA INC COM CL A 92826C839   5,664,175 21,756 SH   SOLE   0 0 21,756
WEC ENERGY GROUP INC COM 92939U106   3,678,566 43,704 SH   SOLE   0 0 43,704
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,696,392 7,684 SH   SOLE   0 0 7,684
LINDE PLC SHS G54950103   2,701,650 6,578 SH   SOLE   0 0 6,578
MEDTRONIC PLC SHS G5960L103   2,158,933 26,207 SH   SOLE   0 0 26,207
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   2,138,920 22,496 SH   SOLE   0 0 22,496