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   243,981 2,348 SH   SOLE   0 0 2,348
ABBVIE INC COM 00287Y109   280,435 1,635 SH   SOLE   0 0 1,635
AGILENT TECHNOLOGIES INC COM 00846U101   432,964 3,340 SH   SOLE   0 0 3,340
ALPHABET INC CAP STK CL A 02079K305   3,815,132 20,945 SH   SOLE   0 0 20,945
ALPHABET INC CAP STK CL C 02079K107   2,112,998 11,520 SH   SOLE   0 0 11,520
AMAZON COM INC COM 023135106   3,914,279 20,255 SH   SOLE   0 0 20,255
AMERICAN ELEC PWR CO INC COM 025537101   590,052 6,725 SH   SOLE   0 0 6,725
AMERICAN TOWER CORP NEW COM 03027X100   1,240,144 6,380 SH   SOLE   0 0 6,380
AMERICAN WTR WKS CO INC NEW COM 030420103   1,850,088 14,324 SH   SOLE   0 0 14,324
AMGEN INC COM 031162100   2,034,987 6,513 SH   SOLE   0 0 6,513
APPLE INC COM 037833100   6,453,607 30,641 SH   SOLE   0 0 30,641
AUTOMATIC DATA PROCESSING IN COM 053015103   244,657 1,025 SH   SOLE   0 0 1,025
AVALONBAY CMNTYS INC COM 053484101   302,059 1,460 SH   SOLE   0 0 1,460
BANK AMERICA CORP COM 060505104   665,281 16,728 SH   SOLE   0 0 16,728
BECTON DICKINSON & CO COM 075887109   426,521 1,825 SH   SOLE   0 0 1,825
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   899,028 2,210 SH   SOLE   0 0 2,210
BLOCK INC CL A 852234103   1,052,348 16,318 SH   SOLE   0 0 16,318
BOEING CO COM 097023105   567,871 3,120 SH   SOLE   0 0 3,120
BRISTOL-MYERS SQUIBB CO COM 110122108   700,445 16,866 SH   SOLE   0 0 16,866
BROOKFIELD CORP CL A LTD VT SH 11271J107   420,593 10,125 SH   SOLE   0 0 10,125
CANADIAN PACIFIC KANSAS CITY COM 13646K108   236,190 3,000 SH   SOLE   0 0 3,000
CARRIER GLOBAL CORPORATION COM 14448C104   1,378,298 21,850 SH   SOLE   0 0 21,850
CATERPILLAR INC COM 149123101   1,725,458 5,180 SH   SOLE   0 0 5,180
CHEVRON CORP NEW COM 166764100   1,640,168 10,486 SH   SOLE   0 0 10,486
CISCO SYS INC COM 17275R102   815,699 17,169 SH   SOLE   0 0 17,169
CITIGROUP INC COM NEW 172967424   215,932 3,403 SH   SOLE   0 0 3,403
COCA COLA CO COM 191216100   1,391,198 21,857 SH   SOLE   0 0 21,857
COLGATE PALMOLIVE CO COM 194162103   272,682 2,810 SH   SOLE   0 0 2,810
CONOCOPHILLIPS COM 20825C104   354,165 3,096 SH   SOLE   0 0 3,096
CORNING INC COM 219350105   345,765 8,900 SH   SOLE   0 0 8,900
COSTCO WHSL CORP NEW COM 22160K105   3,644,843 4,288 SH   SOLE   0 0 4,288
CUMMINS INC COM 231021106   883,407 3,190 SH   SOLE   0 0 3,190
CVS HEALTH CORP COM 126650100   490,198 8,300 SH   SOLE   0 0 8,300
DANAHER CORPORATION COM 235851102   2,789,575 11,165 SH   SOLE   0 0 11,165
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302   204,502 7,905 SH   SOLE   0 0 7,905
DISNEY WALT CO COM 254687106   906,786 9,133 SH   SOLE   0 0 9,133
ELEVANCE HEALTH INC COM 036752103   1,083,720 2,000 SH   SOLE   0 0 2,000
ELI LILLY & CO COM 532457108   389,313 430 SH   SOLE   0 0 430
EMERSON ELEC CO COM 291011104   604,007 5,483 SH   SOLE   0 0 5,483
ENVESTNET INC COM 29404K106   208,237 3,327 SH   SOLE   0 0 3,327
EXXON MOBIL CORP COM 30231G102   437,556 3,801 SH   SOLE   0 0 3,801
FEDEX CORP COM 31428X106   287,846 960 SH   SOLE   0 0 960
FERRARI N V COM N3167Y103   249,106 610 SH   SOLE   0 0 610
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   259,864 1,268 SH   SOLE   0 0 1,268
FLEXSHARES TR MORNSTAR UPSTR 33939L407   740,784 18,455 SH   SOLE   0 0 18,455
FORTIVE CORP COM 34959J108   905,502 12,220 SH   SOLE   0 0 12,220
GILEAD SCIENCES INC COM 375558103   266,778 3,888 SH   SOLE   0 0 3,888
HERSHEY CO COM 427866108   255,156 1,388 SH   SOLE   0 0 1,388
HOME DEPOT INC COM 437076102   2,924,319 8,495 SH   SOLE   0 0 8,495
HONEYWELL INTL INC COM 438516106   1,760,637 8,245 SH   SOLE   0 0 8,245
ILLINOIS TOOL WKS INC COM 452308109   1,190,961 5,026 SH   SOLE   0 0 5,026
INTEL CORP COM 458140100   761,555 24,590 SH   SOLE   0 0 24,590
INTERNATIONAL BUSINESS MACHS COM 459200101   574,194 3,320 SH   SOLE   0 0 3,320
INVESCO QQQ TR UNIT SER 1 46090E103   244,346 510 SH   SOLE   0 0 510
ISHARES INC CORE MSCI EMKT 46434G103   1,088,425 20,333 SH   SOLE   0 0 20,333
ISHARES INC MSCI EMERG MRKT 464286533   399,040 6,975 SH   SOLE   0 0 6,975
ISHARES TR US CONSUM DISCRE 464287580   1,237,894 15,230 SH   SOLE   0 0 15,230
ISHARES TR CORE S&P500 ETF 464287200   6,336,820 11,580 SH   SOLE   0 0 11,580
ISHARES TR U.S. TECH ETF 464287721   349,913 2,325 SH   SOLE   0 0 2,325
ISHARES TR U.S. FINLS ETF 464287788   653,654 6,912 SH   SOLE   0 0 6,912
ISHARES TR US CONSM STAPLES 464287812   280,292 4,263 SH   SOLE   0 0 4,263
ISHARES TR US HLTHCR PR ETF 464288828   613,838 11,710 SH   SOLE   0 0 11,710
ISHARES TR RUS 2000 GRW ETF 464287648   654,225 2,492 SH   SOLE   0 0 2,492
ISHARES TR GL CLEAN ENE ETF 464288224   357,962 26,874 SH   SOLE   0 0 26,874
ISHARES TR S&P 500 GRWT ETF 464287309   370,160 4,000 SH   SOLE   0 0 4,000
ISHARES TR CORE S&P SCP ETF 464287804   2,719,802 25,500 SH   SOLE   0 0 25,500
ISHARES TR CORE INTL AGGR 46435G672   282,048 5,650 SH   SOLE   0 0 5,650
ISHARES TR US HLTHCARE ETF 464287762   314,928 5,140 SH   SOLE   0 0 5,140
ISHARES TR CORE S&P TTL STK 464287150   319,808 2,692 SH   SOLE   0 0 2,692
ISHARES TR MICRO-CAP ETF 464288869   295,260 2,590 SH   SOLE   0 0 2,590
ISHARES TR 1 3 YR TREAS BD 464287457   876,513 10,735 SH   SOLE   0 0 10,735
ISHARES TR U.S. FIN SVC ETF 464287770   902,832 13,845 SH   SOLE   0 0 13,845
ISHARES TR ISHS 1-5YR INVS 464288646   366,366 7,150 SH   SOLE   0 0 7,150
ISHARES TR S&P MC 400GR ETF 464287606   264,330 3,000 SH   SOLE   0 0 3,000
ISHARES TR CORE US AGGBD ET 464287226   1,262,881 13,010 SH   SOLE   0 0 13,010
ISHARES TR U.S. MED DVC ETF 464288810   1,856,885 33,135 SH   SOLE   0 0 33,135
ISHARES TR ISHARES BIOTECH 464287556   1,433,269 10,442 SH   SOLE   0 0 10,442
ISHARES TR CORE MSCI TOTAL 46432F834   1,694,878 25,087 SH   SOLE   0 0 25,087
ISHARES TR US TRSPRTION 464287192   507,083 7,750 SH   SOLE   0 0 7,750
ISHARES TR U.S. REAL ES ETF 464287739   246,023 2,804 SH   SOLE   0 0 2,804
ISHARES TR RUS MD CP GR ETF 464287481   827,846 7,502 SH   SOLE   0 0 7,502
ISHARES TR U.S. UTILITS ETF 464287697   613,842 6,985 SH   SOLE   0 0 6,985
ISHARES TR CORE S&P MCP ETF 464287507   788,557 13,475 SH   SOLE   0 0 13,475
JOHNSON & JOHNSON COM 478160104   2,330,667 15,946 SH   SOLE   0 0 15,946
JPMORGAN CHASE & CO. COM 46625H100   1,455,665 7,197 SH   SOLE   0 0 7,197
KEYSIGHT TECHNOLOGIES INC COM 49338L103   230,424 1,685 SH   SOLE   0 0 1,685
L3HARRIS TECHNOLOGIES INC COM 502431109   250,856 1,117 SH   SOLE   0 0 1,117
LISTED FD TR HORIZON KINETICS 53656F623   335,264 10,259 SH   SOLE   0 0 10,259
LOCKHEED MARTIN CORP COM 539830109   617,506 1,322 SH   SOLE   0 0 1,322
LOWES COS INC COM 548661107   266,757 1,210 SH   SOLE   0 0 1,210
MASTERCARD INCORPORATED CL A 57636Q104   2,099,480 4,759 SH   SOLE   0 0 4,759
MCDONALDS CORP COM 580135101   759,423 2,980 SH   SOLE   0 0 2,980
MERCK & CO INC COM 58933Y105   842,833 6,808 SH   SOLE   0 0 6,808
META PLATFORMS INC CL A 30303M102   2,513,032 4,984 SH   SOLE   0 0 4,984
MICROSOFT CORP COM 594918104   7,235,477 16,189 SH   SOLE   0 0 16,189
MONDELEZ INTL INC CL A 609207105   419,798 6,415 SH   SOLE   0 0 6,415
MONSTER BEVERAGE CORP NEW COM 61174X109   219,780 4,400 SH   SOLE   0 0 4,400
NATIONAL WESTN LIFE GROUP IN CL A 638517102   944,186 1,900 SH   SOLE   0 0 1,900
NEXTERA ENERGY INC COM 65339F101   2,087,337 29,478 SH   SOLE   0 0 29,478
NIKE INC CL B 654106103   495,766 6,578 SH   SOLE   0 0 6,578
NUVEEN CALIFORNIA MUNI VLU F COM STK 67062C107   127,449 14,700 SH   SOLE   0 0 14,700
NVIDIA CORPORATION COM 67066G104   8,535,379 69,090 SH   SOLE   0 0 69,090
ONEOK INC NEW COM 682680103   773,257 9,482 SH   SOLE   0 0 9,482
OTIS WORLDWIDE CORP COM 68902V107   553,014 5,745 SH   SOLE   0 0 5,745
PALANTIR TECHNOLOGIES INC CL A 69608A108   282,430 11,150 SH   SOLE   0 0 11,150
PALO ALTO NETWORKS INC COM 697435105   489,869 1,445 SH   SOLE   0 0 1,445
PEPSICO INC COM 713448108   1,932,155 11,715 SH   SOLE   0 0 11,715
PHILLIPS 66 COM 718546104   699,497 4,955 SH   SOLE   0 0 4,955
PROCTER AND GAMBLE CO COM 742718109   1,043,119 6,325 SH   SOLE   0 0 6,325
QUALCOMM INC COM 747525103   1,316,580 6,610 SH   SOLE   0 0 6,610
RTX CORPORATION COM 75513E101   761,960 7,590 SH   SOLE   0 0 7,590
SBA COMMUNICATIONS CORP NEW CL A 78410G104   209,060 1,065 SH   SOLE   0 0 1,065
SCHWAB CHARLES CORP COM 808513105   519,883 7,055 SH   SOLE   0 0 7,055
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   1,221,987 31,806 SH   SOLE   0 0 31,806
SELECT SECTOR SPDR TR ENERGY 81369Y506   265,247 2,910 SH   SOLE   0 0 2,910
SELECT SECTOR SPDR TR INDL 81369Y704   201,086 1,650 SH   SOLE   0 0 1,650
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,966,487 22,268 SH   SOLE   0 0 22,268
SHOPIFY INC CL A 82509L107   382,099 5,785 SH   SOLE   0 0 5,785
SKYWORKS SOLUTIONS INC COM 83088M102   352,780 3,310 SH   SOLE   0 0 3,310
SMARTRENT INC COM CL A 83193G107   24,139 10,100 SH   SOLE   0 0 10,100
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   565,039 11,294 SH   SOLE   0 0 11,294
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,142,299 2,099 SH   SOLE   0 0 2,099
SPDR SER TR S&P HOMEBUILD 78464A888   1,035,059 10,240 SH   SOLE   0 0 10,240
STARBUCKS CORP COM 855244109   504,627 6,482 SH   SOLE   0 0 6,482
THERMO FISHER SCIENTIFIC INC COM 883556102   403,137 729 SH   SOLE   0 0 729
UNION PAC CORP COM 907818108   1,796,504 7,940 SH   SOLE   0 0 7,940
UNITEDHEALTH GROUP INC COM 91324P102   1,347,502 2,646 SH   SOLE   0 0 2,646
UNIVERSAL HLTH SVCS INC CL B 913903100   1,033,759 5,590 SH   SOLE   0 0 5,590
VANECK ETF TRUST VIDEO GMNG ESPRT 92189F114   236,192 3,530 SH   SOLE   0 0 3,530
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   471,135 6,539 SH   SOLE   0 0 6,539
VANGUARD INDEX FDS MID CAP ETF 922908629   992,852 4,101 SH   SOLE   0 0 4,101
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   289,575 579 SH   SOLE   0 0 579
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   526,545 4,675 SH   SOLE   0 0 4,675
VANGUARD WORLD FD INF TECH ETF 92204A702   741,495 1,286 SH   SOLE   0 0 1,286
VERALTO CORP COM SHS 92338C103   601,843 6,304 SH   SOLE   0 0 6,304
VERIZON COMMUNICATIONS INC COM 92343V104   551,727 13,378 SH   SOLE   0 0 13,378
VISA INC COM CL A 92826C839   2,839,925 10,820 SH   SOLE   0 0 10,820
WALMART INC COM 931142103   546,259 8,068 SH   SOLE   0 0 8,068
WASTE MGMT INC DEL COM 94106L109   1,822,990 8,545 SH   SOLE   0 0 8,545
WELLS FARGO CO NEW COM 949746101   1,011,174 17,026 SH   SOLE   0 0 17,026
XYLEM INC COM 98419M100   718,161 5,295 SH   SOLE   0 0 5,295
YUM BRANDS INC COM 988498101   649,716 4,905 SH   SOLE   0 0 4,905
ZILLOW GROUP INC CL C CAP STK 98954M200   321,297 6,926 SH   SOLE   0 0 6,926