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
MEDTRONIC PLC SHS G5960L103   844,012 10,566 SH   SOLE   0 0 10,566
ALCON AG ORD SHS H01301128   1,292,875 15,230 SH   SOLE   0 0 15,230
GLOBANT S A COM L44385109   693,649 3,235 SH   SOLE   0 0 3,235
SPOTIFY TECHNOLOGY S A SHS L8681T102   274,691 614 SH   SOLE   0 0 614
ARK ETF TR NEXT GNRTN INTER 00214Q401   528,022 4,890 SH   SOLE   0 0 4,890
ADOBE INC COM 00724F101   1,850,758 4,162 SH   SOLE   0 0 4,162
ALPHABET INC CAP STK CL C 02079K107   883,832 4,641 SH   SOLE   0 0 4,641
ALPHABET INC CAP STK CL A 02079K305   3,839,383 20,282 SH   SOLE   0 0 20,282
AMAZON COM INC COM 023135106   2,343,524 10,682 SH   SOLE   0 0 10,682
AMERICAN EXPRESS CO COM 025816109   406,009 1,368 SH   SOLE   0 0 1,368
AMERICAN INTL GROUP INC COM NEW 026874784   1,228,718 16,878 SH   SOLE   0 0 16,878
AMERICAN WTR WKS CO INC NEW COM 030420103   1,101,985 8,852 SH   SOLE   0 0 8,852
AMERIPRISE FINL INC COM 03076C106   2,877,784 5,405 SH   SOLE   0 0 5,405
AMGEN INC COM 031162100   1,479,132 5,675 SH   SOLE   0 0 5,675
AMPHENOL CORP NEW CL A 032095101   200,016 2,880 SH   SOLE   0 0 2,880
ANSYS INC COM 03662Q105   1,514,274 4,489 SH   SOLE   0 0 4,489
APPLE INC COM 037833100   2,172,143 8,674 SH   SOLE   0 0 8,674
ATMOS ENERGY CORP COM 049560105   1,438,241 10,327 SH   SOLE   0 0 10,327
AUTODESK INC COM 052769106   960,603 3,250 SH   SOLE   0 0 3,250
AXON ENTERPRISE INC COM 05464C101   943,780 1,588 SH   SOLE   0 0 1,588
BANK MONTREAL MEDIUM NT LKD 38 06368B504   473,105 8,248 SH   SOLE   0 0 8,248
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   399,340 881 SH   SOLE   0 0 881
BLACKSTONE INC COM 09260D107   1,522,641 8,831 SH   SOLE   0 0 8,831
BLACKROCK INC COM 09290D101   243,976 238 SH   SOLE   0 0 238
BRANDYWINE RLTY TR SH BEN INT NEW 105368203   102,144 18,240 SH   SOLE   0 0 18,240
BRIGHTCOVE INC COM 10921T101   61,252 14,081 SH   SOLE   0 0 14,081
BROADCOM INC COM 11135F101   231,840 1,000 SH   SOLE   0 0 1,000
COTERRA ENERGY INC COM 127097103   1,199,103 46,950 SH   SOLE   0 0 46,950
CAPITAL ONE FINL CORP COM 14040H105   2,037,128 11,424 SH   SOLE   0 0 11,424
CHIPOTLE MEXICAN GRILL INC COM 169656105   872,360 14,467 SH   SOLE   0 0 14,467
COCA COLA CO COM 191216100   1,379,682 22,160 SH   SOLE   0 0 22,160
COMMERCE BANCSHARES INC COM 200525103   682,544 10,954 SH   SOLE   0 0 10,954
CONSTELLATION BRANDS INC CL A 21036P108   955,825 4,325 SH   SOLE   0 0 4,325
CORPAY INC COM SHS 219948106   897,490 2,652 SH   SOLE   0 0 2,652
CORTEVA INC COM 22052L104   1,958,342 34,381 SH   SOLE   0 0 34,381
CROWDSTRIKE HLDGS INC CL A 22788C105   511,529 1,495 SH   SOLE   0 0 1,495
CULLEN FROST BANKERS INC COM 229899109   1,077,088 8,023 SH   SOLE   0 0 8,023
DANAHER CORPORATION COM 235851102   1,406,682 6,128 SH   SOLE   0 0 6,128
ECOLAB INC COM 278865100   1,547,918 6,606 SH   SOLE   0 0 6,606
EQUITY LIFESTYLE PPTYS INC COM 29472R108   890,509 13,371 SH   SOLE   0 0 13,371
META PLATFORMS INC CL A 30303M102   25,706,817 43,905 SH   SOLE   0 0 43,905
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352   509,785 11,020 SH   SOLE   0 0 11,020
FIDELITY COVINGTON TRUST STOCK FOR INFL 316092386   217,184 5,010 SH   SOLE   0 0 5,010
FISERV INC COM 337738108   1,528,941 7,443 SH   SOLE   0 0 7,443
GENERAL DYNAMICS CORP COM 369550108   1,421,002 5,393 SH   SOLE   0 0 5,393
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503   466,709 4,052 SH   SOLE   0 0 4,052
HAGERTY INC CL A COM 405166109   530,750 55,000 SH   SOLE   0 0 55,000
HOME DEPOT INC COM 437076102   306,913 789 SH   SOLE   0 0 789
HONEYWELL INTL INC COM 438516106   1,351,726 5,984 SH   SOLE   0 0 5,984
INVESCO QQQ TR UNIT SER 1 46090E103   1,189,121 2,326 SH   SOLE   0 0 2,326
INTUITIVE SURGICAL INC COM NEW 46120E602   966,148 1,851 SH   SOLE   0 0 1,851
INTUIT COM 461202103   464,462 739 SH   SOLE   0 0 739
INVESCO EXCH TRADED FD TR II INTL CORP BD 46138E636   586,221 27,165 SH   SOLE   0 0 27,165
ISHARES TR CORE S&P500 ETF 464287200   1,507,609 2,561 SH   SOLE   0 0 2,561
ISHARES TR MSCI EMG MKT ETF 464287234   243,727 5,828 SH   SOLE   0 0 5,828
ISHARES TR S&P 500 GRWT ETF 464287309   3,774,784 37,179 SH   SOLE   0 0 37,179
ISHARES TR S&P 500 VAL ETF 464287408   1,507,570 7,898 SH   SOLE   0 0 7,898
ISHARES TR MSCI EAFE ETF 464287465   241,876 3,199 SH   SOLE   0 0 3,199
ISHARES TR RUS MD CP GR ETF 464287481   265,161 2,092 SH   SOLE   0 0 2,092
ISHARES TR RUS MID CAP ETF 464287499   201,287 2,277 SH   SOLE   0 0 2,277
ISHARES TR ISHARES SEMICDTR 464287523   324,743 1,507 SH   SOLE   0 0 1,507
ISHARES TR RUS 1000 GRW ETF 464287614   1,277,426 3,181 SH   SOLE   0 0 3,181
ISHARES TR RUS 1000 ETF 464287622   1,412,994 4,386 SH   SOLE   0 0 4,386
ISHARES TR RUS 2000 GRW ETF 464287648   200,035 695 SH   SOLE   0 0 695
ISHARES TR RUSSELL 2000 ETF 464287655   1,088,670 4,927 SH   SOLE   0 0 4,927
ISHARES TR CORE S&P US VLU 464287663   2,321,602 25,074 SH   SOLE   0 0 25,074
ISHARES TR RUSSELL 3000 ETF 464287689   426,169 1,275 SH   SOLE   0 0 1,275
ISHARES TR CORE S&P SCP ETF 464287804   571,491 4,960 SH   SOLE   0 0 4,960
ISHARES INC CORE MSCI EMKT 46434G103   442,042 8,465 SH   SOLE   0 0 8,465
ISHARES TR CORE TOTAL USD 46434V613   815,679 18,046 SH   SOLE   0 0 18,046
J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779   496,053 8,513 SH   SOLE   0 0 8,513
LENNAR CORP CL A 526057104   2,016,230 14,785 SH   SOLE   0 0 14,785
LOWES COS INC COM 548661107   1,229,804 4,983 SH   SOLE   0 0 4,983
MARTIN MARIETTA MATLS INC COM 573284106   1,732,858 3,355 SH   SOLE   0 0 3,355
MARVELL TECHNOLOGY INC COM 573874104   469,413 4,250 SH   SOLE   0 0 4,250
MASTERCARD INCORPORATED CL A 57636Q104   930,449 1,767 SH   SOLE   0 0 1,767
MERCK & CO INC COM 58933Y105   1,242,804 12,493 SH   SOLE   0 0 12,493
MICROSOFT CORP COM 594918104   3,804,038 9,025 SH   SOLE   0 0 9,025
MICROCHIP TECHNOLOGY INC. COM 595017104   1,161,911 20,260 SH   SOLE   0 0 20,260
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   1,308,925 111,683 SH   SOLE   0 0 111,683
NETFLIX INC COM 64110L106   1,087,410 1,220 SH   SOLE   0 0 1,220
NEUROCRINE BIOSCIENCES INC COM 64125C109   233,415 1,710 SH   SOLE   0 0 1,710
NVIDIA CORPORATION COM 67066G104   1,715,152 12,772 SH   SOLE   0 0 12,772
OSHKOSH CORP COM 688239201   751,338 7,903 SH   SOLE   0 0 7,903
PNC FINL SVCS GROUP INC COM 693475105   1,326,808 6,880 SH   SOLE   0 0 6,880
PALO ALTO NETWORKS INC COM 697435105   579,361 3,184 SH   SOLE   0 0 3,184
PARKER-HANNIFIN CORP COM 701094104   3,077,113 4,838 SH   SOLE   0 0 4,838
PENUMBRA INC COM 70975L107   229,406 966 SH   SOLE   0 0 966
PEPSICO INC COM 713448108   360,078 2,368 SH   SOLE   0 0 2,368
PROCTER AND GAMBLE CO COM 742718109   1,316,053 7,850 SH   SOLE   0 0 7,850
PUBLIC STORAGE OPER CO COM 74460D109   338,966 1,132 SH   SOLE   0 0 1,132
QUALCOMM INC COM 747525103   1,601,642 10,426 SH   SOLE   0 0 10,426
RPM INTL INC COM 749685103   1,600,272 13,004 SH   SOLE   0 0 13,004
SHELL PLC SPON ADS 780259305   217,333 3,469 SH   SOLE   0 0 3,469
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,590,621 2,714 SH   SOLE   0 0 2,714
SPDR SER TR NYSE TECH ETF 78464A102   551,977 2,735 SH   SOLE   0 0 2,735
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,002,060 11,400 SH   SOLE   0 0 11,400
SPDR SER TR BLOOMBERG 1 10 Y 78468R861   558,564 30,209 SH   SOLE   0 0 30,209
SALESFORCE INC COM 79466L302   752,911 2,252 SH   SOLE   0 0 2,252
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   419,542 12,633 SH   SOLE   0 0 12,633
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   453,843 3,299 SH   SOLE   0 0 3,299
SELECT SECTOR SPDR TR ENERGY 81369Y506   222,716 2,600 SH   SOLE   0 0 2,600
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   984,722 4,235 SH   SOLE   0 0 4,235
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   436,877 10,742 SH   SOLE   0 0 10,742
SERVICENOW INC COM 81762P102   1,501,130 1,416 SH   SOLE   0 0 1,416
SHERWIN WILLIAMS CO COM 824348106   1,189,755 3,500 SH   SOLE   0 0 3,500
SONY GROUP CORP SPONSORED ADR 835699307   1,570,284 74,210 SH   SOLE   0 0 74,210
SYNOPSYS INC COM 871607107   209,190 431 SH   SOLE   0 0 431
T-MOBILE US INC COM 872590104   1,146,472 5,194 SH   SOLE   0 0 5,194
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   297,222 1,505 SH   SOLE   0 0 1,505
TELEDYNE TECHNOLOGIES INC COM 879360105   1,191,886 2,568 SH   SOLE   0 0 2,568
THE TRADE DESK INC COM CL A 88339J105   565,202 4,809 SH   SOLE   0 0 4,809
TYLER TECHNOLOGIES INC COM 902252105   1,023,536 1,775 SH   SOLE   0 0 1,775
US BANCORP DEL COM NEW 902973304   1,513,724 31,648 SH   SOLE   0 0 31,648
UNITED AIRLS HLDGS INC COM 910047109   475,790 4,900 SH   SOLE   0 0 4,900
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   319,907 1,321 SH   SOLE   0 0 1,321
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828   611,533 5,767 SH   SOLE   0 0 5,767
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   606,915 8,941 SH   SOLE   0 0 8,941
VANGUARD WORLD FD FINANCIALS ETF 92204A405   726,839 6,156 SH   SOLE   0 0 6,156
VANGUARD WORLD FD INF TECH ETF 92204A702   685,845 1,103 SH   SOLE   0 0 1,103
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565   651,965 9,561 SH   SOLE   0 0 9,561
VEEVA SYS INC CL A COM 922475108   374,876 1,783 SH   SOLE   0 0 1,783
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,088,966 3,877 SH   SOLE   0 0 3,877
VANGUARD INDEX FDS MID CAP ETF 922908629   1,132,061 4,286 SH   SOLE   0 0 4,286
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   310,807 1,636 SH   SOLE   0 0 1,636
VANGUARD INDEX FDS TOTAL STK MKT 922908769   413,559 1,427 SH   SOLE   0 0 1,427
VERIZON COMMUNICATIONS INC COM 92343V104   1,195,221 29,888 SH   SOLE   0 0 29,888
VERTEX PHARMACEUTICALS INC COM 92532F100   400,687 995 SH   SOLE   0 0 995
VISA INC COM CL A 92826C839   399,159 1,263 SH   SOLE   0 0 1,263
WELLS FARGO CO NEW COM 949746101   416,032 5,923 SH   SOLE   0 0 5,923
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   613,350 12,189 SH   SOLE   0 0 12,189
WORKDAY INC CL A 98138H101   653,848 2,534 SH   SOLE   0 0 2,534
XCEL ENERGY INC COM 98389B100   1,202,531 17,810 SH   SOLE   0 0 17,810
XYLEM INC COM 98419M100   1,445,261 12,457 SH   SOLE   0 0 12,457