3M CO COMMON 88579Y101 402109 2450 SH SOLE Carolyn P. Taylor 2450 0 0 ABBOTT LABORATORIES COMMON 002824100 2385062 24133 SH SOLE Carolyn P. Taylor 24133 0 0 ABBVIE INC COMMON 00287Y109 2577905 9855 SH SOLE Carolyn P. Taylor 9855 0 0 ACCENTURE PLC IRELAND FOREIGN G1151C101 878677 4792 SH SOLE Carolyn P. Taylor 4792 0 0 ADOBE INC COMMON 00724F101 4684911 19525 SH SOLE Carolyn P. Taylor 19493 0 0 ADVANCED MICRO DEVICES INC COMMON 007903107 666263 1089 SH SOLE Carolyn P. Taylor 1089 0 0 AGILENT TECHNOLOGIES INC COMMON 00846U101 1430554 8302 SH SOLE Carolyn P. Taylor 8302 0 0 ALLEGION PLC FOREIGN G0176J109 631380 4106 SH SOLE Carolyn P. Taylor 4106 0 0 ALLSTATE CORP COMMON 020002101 1372828 6158 SH SOLE Carolyn P. Taylor 6158 0 0 ALPHABET INC COMMON 02079K305 33779306 98173 SH SOLE Carolyn P. Taylor 98098 0 0 ALPHABET INC COMMON 02079K107 8151132 23922 SH SOLE Carolyn P. Taylor 23922 0 0 ALPHATEC HLDGS INC COMMON 02081G201 395597 38333 SH SOLE Carolyn P. Taylor 38333 0 0 AMAZON COM INC COMMON 023135106 52692699 211490 SH SOLE Carolyn P. Taylor 210940 0 0 AMENTUM HOLDINGS INC COMMON 023939101 284484 15700 SH SOLE Carolyn P. Taylor 15700 0 0 AMER STATES WTR CO COMMON 029899101 1052219 12781 SH SOLE Carolyn P. Taylor 12781 0 0 AMERICAN EXPRESS CO COMMON 025816109 254262 836 SH SOLE Carolyn P. Taylor 836 0 0 AMGEN INC COMMON 031162100 1702829 4040 SH SOLE Carolyn P. Taylor 4040 0 0 AMPHENOL CORP COMMON 032095101 5508856 65256 SH SOLE Carolyn P. Taylor 65256 0 0 APPLE INC COMMON 037833100 101951417 306142 SH SOLE Carolyn P. Taylor 305767 0 0 APPLIED MATLS INC COMMON 038222105 412684 807 SH SOLE Carolyn P. Taylor 807 0 0 ARCHER DANIELS MIDLAND CO COMMON 039483102 2995375 37735 SH SOLE Carolyn P. Taylor 37467 0 0 ARISTA NETWORKS INC COMMON 040413205 15102105 74179 SH SOLE Carolyn P. Taylor 73219 0 0 ASML HLDG NV FOREIGN N07059210 24851297 13717 SH SOLE Carolyn P. Taylor 13702 0 0 AT&T INC COMMON 00206R102 1537601 63016 SH SOLE Carolyn P. Taylor 63016 0 0 ATLASSIAN CORPORATION COMMON 049468101 233960 1305 SH SOLE Carolyn P. Taylor 1305 0 0 BERKSHIRE HATHAWAY INC DEL COMMON 084670702 4626583 9291 SH SOLE Carolyn P. Taylor 9291 0 0 BERKSHIRE HATHAWAY INC DEL COMMON 084670108 747005 1 SH SOLE Carolyn P. Taylor 1 0 0 BLACKROCK INC COMMON 09290D101 1610506 1522 SH SOLE Carolyn P. Taylor 1522 0 0 BROADCOM INC COMMON 11135F101 6116081 17415 SH SOLE Carolyn P. Taylor 17315 0 0 CANADIAN NATL RY CO FOREIGN 136375102 281199 2365 SH SOLE Carolyn P. Taylor 2260 0 0 CAPITAL GROUP DIVIDEND VALUE FOREIGN 14020W106 313286 6408 SH SOLE Carolyn P. Taylor 6408 0 0 CAPITAL GROUP GBL GROWTH EQT FOREIGN 14020X104 1336967 33609 SH SOLE Carolyn P. Taylor 33609 0 0 CAPITAL GROUP GROWTH ETF FOREIGN 14020G101 696984 14695 SH SOLE Carolyn P. Taylor 14695 0 0 CATERPILLAR INC COMMON 149123101 5000499 6167 SH SOLE Carolyn P. Taylor 6117 0 0 CHEVRON CORPORATION COMMON 166764100 4775826 23387 SH SOLE Carolyn P. Taylor 23387 0 0 CHUBB LIMITED COMMON H1467J104 237751 729 SH SOLE Carolyn P. Taylor 729 0 0 CISCO SYS INC COMMON 17275R102 5392746 50104 SH SOLE Carolyn P. Taylor 49736 0 0 COCA COLA CO COMMON 191216100 11376040 131510 SH SOLE Carolyn P. Taylor 131110 0 0 COLGATE PALMOLIVE CO COMMON 194162103 2084541 24432 SH SOLE Carolyn P. Taylor 24432 0 0 COMCAST CORP NEW COMMON 20030N101 471719 21678 SH SOLE Carolyn P. Taylor 21678 0 0 CONOCOPHILLIPS COMMON 20825C104 8962754 71616 SH SOLE Carolyn P. Taylor 71491 0 0 CONSTELLATION ENERGY CORP COMMON 21037T109 3944664 15529 SH SOLE Carolyn P. Taylor 15454 0 0 CORNING INC COMMON 219350105 9999931 65036 SH SOLE Carolyn P. Taylor 64711 0 0 COSTCO WHOLESALE CORPORATION COMMON 22160K105 24463520 26873 SH SOLE Carolyn P. Taylor 26748 0 0 CROWDSTRIKE HLDGS INC COMMON 22788C105 2615963 9881 SH SOLE Carolyn P. Taylor 9781 0 0 CSX CORP COMMON 126408103 1347363 28969 SH SOLE Carolyn P. Taylor 28969 0 0 CVS HEALTH CORP COMMON 126650100 760953 8880 SH SOLE Carolyn P. Taylor 8880 0 0 DATADOG INC COMMON 23804L103 205207 749 SH SOLE Carolyn P. Taylor 749 0 0 DEERE & CO COMMON 244199105 10331060 15354 SH SOLE Carolyn P. Taylor 15314 0 0 DEXCOM INC COMMON 252131107 1692435 19613 SH SOLE Carolyn P. Taylor 19280 0 0 DIGITAL RLTY TR INC COMMON 253868103 9933591 56592 SH SOLE Carolyn P. Taylor 56592 0 0 DIMENSIONAL ETF TRUST COMMON 25434V401 385509 4643 SH SOLE Carolyn P. Taylor 4643 0 0 DISNEY WALT CO COMMON 254687106 5396435 51444 SH SOLE Carolyn P. Taylor 51327 0 0 DUKE ENERGY CORP NEW COMMON 26441C204 266200 2335 SH SOLE Carolyn P. Taylor 2335 0 0 EATON CORP PLC FOREIGN G29183103 291195 678 SH SOLE Carolyn P. Taylor 678 0 0 ELI LILLY & CO COMMON 532457108 312430542 270016 SH SOLE Carolyn P. Taylor 270016 0 0 EMERSON ELEC CO COMMON 291011104 547048 3527 SH SOLE Carolyn P. Taylor 3527 0 0 ENTERPRISE PRODS PARTNERS L COMMON 293792107 222563 6250 SH SOLE Carolyn P. Taylor 6250 0 0 EQUINIX INC COMMON 29444U700 5110128 5052 SH SOLE Carolyn P. Taylor 5052 0 0 EXXONMOBIL HOLDINGS CORP COMMON 30233Q108 1582443 9723 SH SOLE Carolyn P. Taylor 9723 0 0 FEDEX CORP COMMON 31428X106 3103673 10847 SH SOLE Carolyn P. Taylor 10807 0 0 FEDEX FGHT HLDG CO INC COMMON 314352105 475803 4350 SH SOLE Carolyn P. Taylor 4330 0 0 FIDELITY COVINGTON TRUST COMMON 316092600 26575165 325277 SH SOLE Carolyn P. Taylor 323802 0 0 FIDELITY MERRIMACK STR TR COMMON 316188309 39441440 907833 SH SOLE Carolyn P. Taylor 903938 0 0 FIDELITY WISE ORIGIN BITCOIN FOREIGN 315948109 214652 2955 SH SOLE Carolyn P. Taylor 2955 0 0 FORTINET INC COMMON 34959E109 17959494 100467 SH SOLE Carolyn P. Taylor 100467 0 0 FREEPORT MCMORAN INC COMMON 35671D857 2263081 32330 SH SOLE Carolyn P. Taylor 32330 0 0 GE VERNOVA INC COMMON 36828A101 427750 450 SH SOLE Carolyn P. Taylor 450 0 0 GENERAL DYNAMICS CORP COMMON 369550108 10572086 31860 SH SOLE Carolyn P. Taylor 31660 0 0 GENERAL MILLS INC COMMON 370334104 493656 15350 SH SOLE Carolyn P. Taylor 15350 0 0 GILEAD SCIENCES INC COMMON 375558103 242222 1625 SH SOLE Carolyn P. Taylor 1625 0 0 GLOBUS MED INC COMMON 379577208 354877 4738 SH SOLE Carolyn P. Taylor 4738 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 204139 227 SH SOLE Carolyn P. Taylor 227 0 0 HOME DEPOT INC COMMON 437076102 10437426 36688 SH SOLE Carolyn P. Taylor 36608 0 0 HONEYWELL AEROSPACE INC COMMON 43849R105 523954 3381 SH SOLE Carolyn P. Taylor 3381 0 0 HONEYWELL INTL INC COMMON 438516205 713189 3381 SH SOLE Carolyn P. Taylor 3381 0 0 HORMEL FOODS CORP COMMON 440452100 267761 13428 SH SOLE Carolyn P. Taylor 13428 0 0 IDEXX LABS INC COMMON 45168D104 407001 779 SH SOLE Carolyn P. Taylor 779 0 0 INGERSOLL RAND INC COMMON 45687V106 835783 11127 SH SOLE Carolyn P. Taylor 11127 0 0 INTEL CORP COMMON 458140100 2853092 23730 SH SOLE Carolyn P. Taylor 23730 0 0 INTERNATIONAL BUSINESS MACHS COMMON 459200101 977398 4444 SH SOLE Carolyn P. Taylor 4444 0 0 INTERNATIONAL PAPER CO COMMON 460146103 558941 16851 SH SOLE Carolyn P. Taylor 16851 0 0 INTUIT COMMON 461202103 319933 1160 SH SOLE Carolyn P. Taylor 1160 0 0 INVESCO ACTIVELY MANAGED EXC COMMON 46090A887 1367084 27380 SH SOLE Carolyn P. Taylor 27380 0 0 INVESCO EXCH TRADED FD TR II COMMON 46138E263 24988873 400848 SH SOLE Carolyn P. Taylor 400638 0 0 INVESCO EXCHANGE TRADED FD T COMMON 46137V142 1281784 18897 SH SOLE Carolyn P. Taylor 18897 0 0 INVESCO EXCHANGE TRADED FD T COMMON 46137V613 506651 9308 SH SOLE Carolyn P. Taylor 9308 0 0 INVESCO INDIA EXCHANGE-TRADE FOREIGN 46137R109 941566 50486 SH SOLE Carolyn P. Taylor 50486 0 0 INVESCO QQQ TR COMMON 46090E103 3038347 4105 SH SOLE Carolyn P. Taylor 4105 0 0 ISHARES SILVER TR COMMON 46428Q109 508579 9330 SH SOLE Carolyn P. Taylor 9330 0 0 ISHARES TR COMMON 464287150 25728799 154732 SH SOLE Carolyn P. Taylor 154154 0 0 ISHARES TR COMMON 46432F834 8376862 88187 SH SOLE Carolyn P. Taylor 88009 0 0 ISHARES TR COMMON 464287200 2869258 3747 SH SOLE Carolyn P. Taylor 3747 0 0 ISHARES TR COMMON 464287499 2355198 22071 SH SOLE Carolyn P. Taylor 22071 0 0 ISHARES TR COMMON 464287614 959492 7660 SH SOLE Carolyn P. Taylor 7660 0 0 ISHARES TR COMMON 464287507 756377 10513 SH SOLE Carolyn P. Taylor 10513 0 0 ISHARES TR COMMON 464287168 713969 4695 SH SOLE Carolyn P. Taylor 4695 0 0 ISHARES TR COMMON 464287598 527596 2128 SH SOLE Carolyn P. Taylor 2128 0 0 ISHARES TR COMMON 46434V860 463479 9147 SH SOLE Carolyn P. Taylor 9147 0 0 ISHARES TR COMMON 46435G425 438184 2627 SH SOLE Carolyn P. Taylor 2627 0 0 ISHARES TR COMMON 464287671 206722 1067 SH SOLE Carolyn P. Taylor 1067 0 0 ISHARES TR COMMON 46429B697 201019 2063 SH SOLE Carolyn P. Taylor 2063 0 0 ISHARES TR COMMON 464288570 200998 1375 SH SOLE Carolyn P. Taylor 1375 0 0 J P MORGAN EXCHANGE TRADED F COMMON 46641Q654 38840673 768210 SH SOLE Carolyn P. Taylor 766640 0 0 J P MORGAN EXCHANGE TRADED F COMMON 46641Q837 28401738 563862 SH SOLE Carolyn P. Taylor 563147 0 0 JOHNSON & JOHNSON COMMON 478160104 6680537 25234 SH SOLE Carolyn P. Taylor 25134 0 0 JOHNSON CONTROLS INTERNATION FOREIGN G51502105 632607 4250 SH SOLE Carolyn P. Taylor 4250 0 0 JPMORGAN CHASE & CO COMMON 46625H100 4431505 13395 SH SOLE Carolyn P. Taylor 13395 0 0 KIMBERLY-CLARK CORP COMMON 494368103 635127 6441 SH SOLE Carolyn P. Taylor 6441 0 0 LAM RESEARCH CORP COMMON 512807306 5517671 16780 SH SOLE Carolyn P. Taylor 16780 0 0 LINDE PLC FOREIGN G54950103 509020 1072 SH SOLE Carolyn P. Taylor 1072 0 0 LOCKHEED MARTIN CORP COMMON 539830109 7116092 13974 SH SOLE Carolyn P. Taylor 13974 0 0 MARATHON PETE CORP COMMON 56585A102 386488 977 SH SOLE Carolyn P. Taylor 977 0 0 MASTERCARD INCORPORATED COMMON 57636Q104 3535272 6411 SH SOLE Carolyn P. Taylor 6411 0 0 MCDONALDS CORP COMMON 580135101 958424 4150 SH SOLE Carolyn P. Taylor 4150 0 0 MCKESSON CORP COMMON 58155Q103 5431028 6354 SH SOLE Carolyn P. Taylor 6354 0 0 MERCK & CO INC COMMON 58933Y105 852553 5839 SH SOLE Carolyn P. Taylor 5839 0 0 META PLATFORMS INC COMMON 30303M102 7985891 11012 SH SOLE Carolyn P. Taylor 11012 0 0 MICRON TECHNOLOGY INC COMMON 595112103 1044586 981 SH SOLE Carolyn P. Taylor 981 0 0 MICROSOFT CORP COMMON 594918104 48609081 94773 SH SOLE Carolyn P. Taylor 94572 0 0 MORGAN STANLEY COMMON 617446448 324369 1725 SH SOLE Carolyn P. Taylor 1725 0 0 NETFLIX INC. COMMON 64110L106 26511556 381023 SH SOLE Carolyn P. Taylor 380103 0 0 NEXTERA ENERGY INC COMMON 65339F101 3588648 47381 SH SOLE Carolyn P. Taylor 47381 0 0 NIKE INC COMMON 654106103 277270 7739 SH SOLE Carolyn P. Taylor 7739 0 0 NORFOLK SOUTHN CORP COMMON 655844108 1943815 6291 SH SOLE Carolyn P. Taylor 6291 0 0 NOVARTIS AG FOREIGN 66987V109 317116 2224 SH SOLE Carolyn P. Taylor 2224 0 0 NUTRIEN LTD COMMON 67077M108 3312056 46834 SH SOLE Carolyn P. Taylor 46834 0 0 NVIDIA CORPORATION COMMON 67066G104 26815187 117296 SH SOLE Carolyn P. Taylor 117296 0 0 ORACLE CORP COMMON 68389X105 1395739 10166 SH SOLE Carolyn P. Taylor 10166 0 0 PALANTIR TECHNOLOGIES INC COMMON 69608A108 627050 3352 SH SOLE Carolyn P. Taylor 2252 0 0 PALO ALTO NETWORKS INC COMMON 697435105 50036936 125939 SH SOLE Carolyn P. Taylor 125534 0 0 PAYPAL HLDGS INC COMMON 70450Y103 964977 18370 SH SOLE Carolyn P. Taylor 18370 0 0 PEPSICO INC COMMON 713448108 560951 4427 SH SOLE Carolyn P. Taylor 4327 0 0 PHILIP MORRIS INTL INC COMMON 718172109 205987 1079 SH SOLE Carolyn P. Taylor 1079 0 0 PHILLIPS 66 COMMON 718546104 1409822 5522 SH SOLE Carolyn P. Taylor 5522 0 0 PROCTER & GAMBLE CO COMMON 742718109 12595394 86697 SH SOLE Carolyn P. Taylor 86172 0 0 PROFESIONALLY MANAGED PORTFO COMMON 74316P579 262086 4976 SH SOLE Carolyn P. Taylor 4976 0 0 QUALCOMM INC COMMON 747525103 4131232 22447 SH SOLE Carolyn P. Taylor 22447 0 0 QUEST DIAGNOSTICS INC COMMON 74834L100 2411576 10347 SH SOLE Carolyn P. Taylor 10347 0 0 RBC BEARINGS INC COMMON 75524B104 360944 723 SH SOLE Carolyn P. Taylor 723 0 0 ROCKWELL AUTOMATION INC COMMON 773903109 4764788 10945 SH SOLE Carolyn P. Taylor 10887 0 0 RTX CORPORATION COMMON 75513E101 5379059 28974 SH SOLE Carolyn P. Taylor 28974 0 0 SANDISK CORP COMMON 80004C200 1960857 1127 SH SOLE Carolyn P. Taylor 1127 0 0 SAP SE FOREIGN 803054204 2043362 9801 SH SOLE Carolyn P. Taylor 9717 0 0 SCHWAB STRATEGIC TR COMMON 808524102 506331 17275 SH SOLE Carolyn P. Taylor 17275 0 0 SCHWAB STRATEGIC TR COMMON 808524771 413579 13142 SH SOLE Carolyn P. Taylor 13142 0 0 SCHWAB STRATEGIC TR COMMON 808524201 319323 10644 SH SOLE Carolyn P. Taylor 10644 0 0 SCHWAB STRATEGIC TR FOREIGN 808524805 250280 9111 SH SOLE Carolyn P. Taylor 9111 0 0 SELECT SECTOR SPDR TR COMMON 81369Y209 2711738 16101 SH SOLE Carolyn P. Taylor 16101 0 0 SELECT SECTOR SPDR TR COMMON 81369Y704 227990 1365 SH SOLE Carolyn P. Taylor 1365 0 0 SEMPRA COMMON 816851109 377163 4800 SH SOLE Carolyn P. Taylor 4800 0 0 SERVICENOW INC COMMON 81762P102 4122348 30761 SH SOLE Carolyn P. Taylor 30761 0 0 SHELL PLC FOREIGN 780259305 6400942 67343 SH SOLE Carolyn P. Taylor 67343 0 0 SHERWIN WILLIAMS CO COMMON 824348106 1715148 5306 SH SOLE Carolyn P. Taylor 5306 0 0 SMURFIT WESTROCK PLC FOREIGN G8267P108 391114 8869 SH SOLE Carolyn P. Taylor 8869 0 0 SNAP ON INC COMMON 833034101 230728 635 SH SOLE Carolyn P. Taylor 635 0 0 SNOWFLAKE INC COMMON 833445109 220110 648 SH SOLE Carolyn P. Taylor 648 0 0 SPDR GOLD TR FOREIGN 78463V107 6593483 17313 SH SOLE Carolyn P. Taylor 17286 0 0 SPDR SERIES TRUST COMMON 78464A870 24806178 157320 SH SOLE Carolyn P. Taylor 157200 0 0 SSGA ACTIVE ETF TR COMMON 78467V848 28211618 753918 SH SOLE Carolyn P. Taylor 749491 0 0 STARBUCKS CORP COMMON 855244109 6918818 73636 SH SOLE Carolyn P. Taylor 73386 0 0 STATE STR SPDR S&P 500 ETF T COMMON 78462F103 1738288 2275 SH SOLE Carolyn P. Taylor 2275 0 0 TAIWAN SEMICONDUCTOR MANUFAC FOREIGN 874039100 648232 1418 SH SOLE Carolyn P. Taylor 1418 0 0 TARGET CORP COMMON 87612E106 2159461 13782 SH SOLE Carolyn P. Taylor 13632 0 0 TESLA INC COMMON 88160R101 3174918 8948 SH SOLE Carolyn P. Taylor 8948 0 0 THE CIGNA GROUP COMMON 125523100 238327 877 SH SOLE Carolyn P. Taylor 877 0 0 THERMO FISHER SCIENTIFIC INC COMMON 883556102 415927 616 SH SOLE Carolyn P. Taylor 616 0 0 TOTALENERGIES SE FOREIGN F92124100 4826027 56445 SH SOLE Carolyn P. Taylor 55595 0 0 TRANE TECHNOLOGIES PLC FOREIGN G8994E103 4927624 10902 SH SOLE Carolyn P. Taylor 10902 0 0 TYSON FOODS INC COMMON 902494103 276024 5463 SH SOLE Carolyn P. Taylor 5463 0 0 UNILEVER PLC FOREIGN 904767803 778781 12824 SH SOLE Carolyn P. Taylor 12824 0 0 UNION PAC CORP COMMON 907818108 338832 1245 SH SOLE Carolyn P. Taylor 1245 0 0 UNITED PARCEL SVCS INC COMMON 911312106 300664 3218 SH SOLE Carolyn P. Taylor 3218 0 0 VANGUARD CALIF TAX FREE FDS COMMON 922021605 323569 3432 SH SOLE Carolyn P. Taylor 3432 0 0 VANGUARD INDEX FDS COMMON 922908363 1060402 1513 SH SOLE Carolyn P. Taylor 1513 0 0 VANGUARD SCOTTSDALE FDS COMMON 92206C409 359213 4650 SH SOLE Carolyn P. Taylor 4650 0 0 VANGUARD TAX-MANAGED FDS FOREIGN 921943858 393086 5567 SH SOLE Carolyn P. Taylor 5567 0 0 VANGUARD WHITEHALL FDS FOREIGN 921946810 28074464 297336 SH SOLE Carolyn P. Taylor 296136 0 0 VANGUARD WORLD FD COMMON 92204A504 217622 689 SH SOLE Carolyn P. Taylor 689 0 0 VERIZON COMMUNICATIONS INC COMMON 92343V104 1947043 42447 SH SOLE Carolyn P. Taylor 42447 0 0 VERTEX PHARMACEUTICALS INC COMMON 92532F100 619060 1184 SH SOLE Carolyn P. Taylor 1184 0 0 VISA INC COMMON 92826C839 19077543 53092 SH SOLE Carolyn P. Taylor 53042 0 0 WALMART INC COMMON 931142103 7283364 70086 SH SOLE Carolyn P. Taylor 70086 0 0 WASTE MGMT INC DEL COMMON 94106L109 22673975 111191 SH SOLE Carolyn P. Taylor 110916 0 0 WELLS FARGO & CO COMMON 949746101 1072739 13401 SH SOLE Carolyn P. Taylor 13401 0 0 WESTERN ALLIANCE BANCORP COMMON 957638109 271487 3615 SH SOLE Carolyn P. Taylor 3615 0 0 WESTERN DIGITAL CORP COMMON 958102105 1383790 3045 SH SOLE Carolyn P. Taylor 3045 0 0 ZSCALER INC COMMON 98980G102 5545871 27810 SH SOLE Carolyn P. Taylor 27710 0 0