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
ADOBE INC COM 00724F101   23,300,787 52,399 SH   SOLE   52,399 0 0
ALIGN TECHNOLOGY INC COM 016255101   16,254,814 77,957 SH   SOLE   77,957 0 0
ALPHABET INC CAP STK CL A 02079K305   10,303,410 54,429 SH   SOLE   54,429 0 0
ALPHABET INC CAP STK CL C 02079K107   50,298,441 264,117 SH   SOLE   264,117 0 0
AMAZON COM INC COM 023135106   16,484,965 75,140 SH   SOLE   75,140 0 0
AMERICAN TOWER CORP NEW COM 03027X100   13,858,826 75,562 SH   SOLE   75,562 0 0
AMGEN INC COM 031162100   2,914,998 11,184 SH   SOLE   11,184 0 0
APPLE INC COM 037833100   14,321,019 57,188 SH   SOLE   57,188 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   201,160 10,700 SH   SOLE   10,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   16,271,439 23,477 SH   SOLE   23,477 0 0
BANK AMERICA CORP COM 060505104   2,498,733 56,854 SH   SOLE   56,854 0 0
BILL HOLDINGS INC COM 090043100   1,097,842 12,960 SH   SOLE   12,960 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   24,687,897 82,167 SH   SOLE   82,167 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   526,875 37,500 SH   SOLE   37,500 0 0
COURSERA INC COM 22266M104   582,599 68,541 SH   SOLE   68,541 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   1,852,157 14,569 SH   SOLE   14,569 0 0
DISNEY WALT CO COM 254687106   40,350,568 362,376 SH   SOLE   362,376 0 0
DROPBOX INC CL A 26210C104   965,756 32,149 SH   SOLE   32,149 0 0
EMBOTELLADORA ANDINA S A SPON ADR B 29081P303   772,800 42,000 SH   SOLE   42,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   14,277,174 82,256 SH   SOLE   82,256 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200   14,748,178 303,024 SH   SOLE   303,024 0 0
GSK PLC SPONSORED ADR 37733W204   1,413,338 41,790 SH   SOLE   41,790 0 0
INTEL CORP COM 458140100   294,434 14,685 SH   SOLE   14,685 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   15,401,510 70,061 SH   SOLE   70,061 0 0
INTUITIVE MACHINES INC CLASS A COM 46125A100   490,320 27,000 SH   SOLE   27,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   26,465,982 50,705 SH   SOLE   50,705 0 0
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   383,101 29,492 SH   SOLE   29,492 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   1,761,366 33,202 SH   SOLE   33,202 0 0
ISHARES ETHEREUM TR SHS 46438R105   3,030,374 119,825 SH   SOLE   119,825 0 0
ISHARES GOLD TR ISHARES NEW 464285204   1,729,236 34,927 SH   SOLE   34,927 0 0
ISHARES INC MSCI EMRG CHN 46434G764   2,006,846 36,192 SH   SOLE   36,192 0 0
ISHARES SILVER TR ISHARES 46428Q109   432,602 16,430 SH   SOLE   16,430 0 0
ISHARES TR CORE DIV GRWTH 46434V621   16,007,348 260,961 SH   SOLE   260,961 0 0
ISHARES TR MSCI ACWI ETF 464288257   5,475,500 46,600 SH   SOLE   46,600 0 0
ISHARES TR 0-5YR INVT GR CP 46434V100   1,338,006 26,900 SH   SOLE   26,900 0 0
ISHARES TR TIPS BD ETF 464287176   1,979,273 18,576 SH   SOLE   18,576 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   1,054,300 11,404 SH   SOLE   11,404 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   372,000 75,000 SH   SOLE   75,000 0 0
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845   1,017,243 20,060 SH   SOLE   20,060 0 0
JOHNSON & JOHNSON COM 478160104   21,445,121 148,286 SH   SOLE   148,286 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   16,696,095 659,403 SH   SOLE   659,403 0 0
LAUDER ESTEE COS INC CL A 518439104   7,633,489 101,807 SH   SOLE   101,807 0 0
LOCKHEED MARTIN CORP COM 539830109   20,258,839 41,690 SH   SOLE   41,690 0 0
MASTERCARD INCORPORATED CL A 57636Q104   24,560,278 46,642 SH   SOLE   46,642 0 0
MICROSOFT CORP COM 594918104   73,366,712 174,061 SH   SOLE   174,061 0 0
MOODYS CORP COM 615369105   24,043,409 50,792 SH   SOLE   50,792 0 0
MSCI INC COM 55354G100   20,151,336 33,585 SH   SOLE   33,585 0 0
NEWMONT CORP COM 651639106   384,669 10,335 SH   SOLE   10,335 0 0
NOVO-NORDISK A S ADR 670100205   9,882,924 114,891 SH   SOLE   114,891 0 0
NVIDIA CORPORATION COM 67066G104   2,938,668 21,883 SH   SOLE   21,883 0 0
PACCAR INC COM 693718108   9,129,523 87,767 SH   SOLE   87,767 0 0
PAYPAL HLDGS INC COM 70450Y103   23,154,175 271,285 SH   SOLE   271,285 0 0
PEPSICO INC COM 713448108   22,354,949 147,014 SH   SOLE   147,014 0 0
PLANET LABS PBC COM CL A 72703X106   404,000 100,000 SH   SOLE   100,000 0 0
QUALCOMM INC COM 747525103   15,462,314 100,653 SH   SOLE   100,653 0 0
REPLIGEN CORP COM 759916109   15,188,261 105,518 SH   SOLE   105,518 0 0
ROCKWELL AUTOMATION INC COM 773903109   25,332,426 88,640 SH   SOLE   88,640 0 0
RTX CORPORATION COM 75513E101   3,627,938 31,351 SH   SOLE   31,351 0 0
SANOFI SPONSORED ADR 80105N105   13,942,087 289,075 SH   SOLE   289,075 0 0
SHELL PLC SPON ADS 780259305   1,037,359 16,558 SH   SOLE   16,558 0 0
SIXTH STREET SPECIALTY LENDI COM 83012A109   413,220 19,400 SH   SOLE   19,400 0 0
SPDR GOLD TR GOLD SHS 78463V107   53,827,436 222,308 SH   SOLE   222,308 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,024,755 11,986 SH   SOLE   11,986 0 0
SPDR SER TR BLOOMBERG INVT 78468R200   610,267 19,859 SH   SOLE   19,859 0 0
STARBUCKS CORP COM 855244109   22,565,530 247,293 SH   SOLE   247,293 0 0
SYNOPSYS INC COM 871607107   19,407,120 39,985 SH   SOLE   39,985 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   28,878,173 146,226 SH   SOLE   146,226 0 0
TESLA INC COM 88160R101   6,530,093 16,170 SH   SOLE   16,170 0 0
TEXAS INSTRS INC COM 882508104   24,236,418 129,254 SH   SOLE   129,254 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   35,646,680 68,521 SH   SOLE   68,521 0 0
TJX COS INC NEW COM 872540109   25,517,730 211,222 SH   SOLE   211,222 0 0
T-MOBILE US INC COM 872590104   14,993,306 67,926 SH   SOLE   67,926 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,355,134 39,044 SH   SOLE   39,044 0 0
UNILEVER PLC SPON ADR NEW 904767704   2,332,468 41,137 SH   SOLE   41,137 0 0
UNITED PARCEL SERVICE INC CL B 911312106   29,838,286 236,624 SH   SOLE   236,624 0 0
UNITEDHEALTH GROUP INC COM 91324P102   28,373,182 56,089 SH   SOLE   56,089 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   398,379 34,702 SH   SOLE   34,702 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   7,672,646 226,265 SH   SOLE   226,265 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   16,679,402 30,956 SH   SOLE   30,956 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   621,693 10,829 SH   SOLE   10,829 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   1,956,629 16,655 SH   SOLE   16,655 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   870,174 13,710 SH   SOLE   13,710 0 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,222,593 26,965 SH   SOLE   26,965 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,140,995 40,264 SH   SOLE   40,264 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   708,310 14,812 SH   SOLE   14,812 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   33,574,604 839,575 SH   SOLE   839,575 0 0
VISA INC COM CL A 92826C839   21,992,908 69,589 SH   SOLE   69,589 0 0
WASTE MGMT INC DEL COM 94106L109   35,104,196 173,964 SH   SOLE   173,964 0 0
WEC ENERGY GROUP INC COM 92939U106   21,955,425 233,469 SH   SOLE   233,469 0 0
WELLS FARGO CO NEW COM 949746101   927,660 13,207 SH   SOLE   13,207 0 0
YUM CHINA HLDGS INC COM 98850P109   26,863,975 557,691 SH   SOLE   557,691 0 0