2025-11-17T13:53:06-06:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 1600 MARKET STREET SUITE 3300 PHILADELPHIA PA 19103 990PF 2024-01-01 201993159 THE MHG FOUNDATION INC MHGF 2032199478 11 COVE ROAD OLD GREENWICH CT 06870 HEATHER GOLDBERG CO-PRESIDENT 2032199478 2025-11-17 1 1 CHRISTOPHER L BARBUTO P00364625 2156653960 2025-11-17 2024 2025-03-06 01:10:19Z X 4889779 X 149616 126168 123823 62214 2357630 273871 337998 397694 12218 0 12218 11250 5625 5625 17615 18778 0 2493 0 0 7588 7588 0 51164 31991 17843 187900 187900 239064 31991 205743 98934 365703 79356 59616 59616 506286 197537 197536 1343239 1638092 2444044 1800301 1932871 2188583 3729182 3828116 4889779 0 0 X 0 0 0 0 3729182 3828116 3729182 3828116 3729182 3828116 3729182 98934 0 3828116 0 3828116 PUBLICLY TRADED SECURITIES P 2348753 2083759 264994 264994 CAPITAL GAIN DIVIDENDS P 8877 8877 8877 273871 5083 0 5083 0 5083 3366 0 0 0 3366 0 1717 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A MICHAEL S GOLDBERG 2032199478 11 COVE ROAD OLD GREENWICH CT 06870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL S GOLDBERG 11 COVE ROAD OLD GREENWICH CT 06870 CO-PRESIDENT 0.00 0 0 0 HEATHER W GOLDBERG 11 COVE ROAD OLD GREENWICH CT 06870 CO-PRESIDENT 20.00 12218 0 0 NONE 0 NONE 0 0 4747709 68859 0 4816568 0 0 4816568 72249 4744319 237216 237216 5083 5083 232133 0 232133 0 232133 205743 0 205743 232133 187723 0 0 205743 187723 0 0 18020 0 0 0 0 0 0 0 0 214113 0 0 0 MICHAEL S GOLDBERG HEATHER W GOLDBERG X ABILIS 50 GLENVILLE STREET GREENWICH CT 06831 N/A PC ANNUAL FUND 1000 BOSTON CHILDREN'S HOSPITAL TRUST 401 PARK DRIVE SUITE 602 BOSTON MA 022153354 N/A PC PEDIATRIC DIAGNOSTIC PROGRAM (PCP) 60000 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 N/A PC GOLDBERG GRADUATE NURSING FELLOWSHIP 62000 COFFEE FOR GOOD - 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A (CBRE) 33131 31641 ECOLAB INC (ECL) 15407 14823 ELI LILLY & CO (LLY) 23853 23752 FAIR ISAAC & CO INC (FICO) 10458 16212 GALLAGHER ARTHUR J & CO (AJG) 11084 11038 ISHARES FLEXIBLE INCOME ACTI (BINC) 158162 156060 LPL FINL HLDGS INC COM (LPLA) 21448 29323 PIMCO DYNAMIC INCOME STRATEGY (PDX) 73640 88764 PIMCO MORTGAGE OPP & BD A (PMZAX) 213133 207735 ROPER TECHNOLOGIES INC (ROP) 20691 20111 SPDR S&P 500 ETF TRUST (SPY) 34029 33688 SUMITOMO MITSUI FINL GROUP INC (SMFG) 25788 25633 ABERCROMBIE & FITCH CO (ANF) 1654 1741 AMBARELLA INC (AMBA) 1830 1850 APPFOLIO INC CL A (APPF) 1320 1511 ASTERA LABS INC (ALAB) 1581 2252 AXALTA COATING SYSTEMS LTD. (AXTA) 2239 1987 AXON ENTERPRISE INC (AXON) 2902 3880 AZEK CO INC CL A (AZEK) 1504 1667 AZENTA INC (AZTA) 859 1042 BELLRING BRANDS INC (BRBR) 1533 1797 BILL HOLDINGS INC (BILL) 1859 1909 BLOOM ENERGY CORP COM CL A (BE) 2327 2167 BOOT BARN HLDGS INC COM (BOOT) 1556 1486 BRINKER INTL INC (EAT) 1677 2093 CARPENTER TECHNOLOGY (CRS) 1921 2129 CONFLUENT INC CLASS A (CFLT) 2210 2281 DAYFORCE INC (DAY) 1751 1951 DIGITALOCEAN HLDGS INC ( 2263 1879 DOXIMITY INC CL A (DOCS) 2310 2992 DUOLINGO INC CL A (DUOL) 1777 1980 DUTCH BROS INC CL A (BROS) 1339 1975 E.L.F BEAUTY INC (ELF) 2166 2497 ELASTIC N V (ESTC) 1883 1642 FIVE BELOW (FIVE) 1795 1623 FIVE9 INC COM (FIVN) 1896 1820 FRESHPET INC (FRPT) 1251 2264 FRESHWORKS INC CLASS A (FRSH) 1786 1763 FTAI AVIATION LTD (FTAI) 1980 1980 GITLAB INC CLASS A (GTLB) 1663 1680 GLOBUS MEDICAL INC A (GMED) 1855 2079 GRIFFON CORPORATION (GFF) 1778 1543 GUARDANT HEALTH INC (GH) 1420 2135 HALOZYME THERAPEUTICS INC (HALO) 1532 1480 HEALTHEQUITY INC COM (HQY) 1571 1702 INARI MEDICAL INC (NARI) 1299 1508 INGREDION INC COM (INGR) 1673 1523 INSPIRE MEDICAL SYSTEMS INC. (INSP) 1612 1517 INTAPP INC (INTA) 2084 2661 KIRBY CP (KEX) 1679 1423 KRATOS DEFENSE & SEC SOLU NEW (KTOS) 1802 1965 LIFE TIME GROUP HOLDINGS INC (LTH) 1515 1442 LIVANOVA PLC SHS (LIVN) 1244 1083 LUMENTUM HLDGS INC COM (LITE) 1945 2537 MERIT MED SYST (MMSI) 1600 1611 MODINE MFG CO (MOD) 2991 2719 NEXTRACKER INC CLASS A (NXT) 887 1017 PEGASYSTEMS INC (PEGA) 2297 2664 POST HOLDINGS INC (POST) 1601 1629 REVOLVE GROUP INC (RVLV) 1637 2196 SEMTECH CORP (SMTC) 1685 2274 SPROUTS FARMERS MARKET INC (SFM) 1838 1959 STRIDE INC (LRN) 1790 2043 UNDER ARMOUR INC CL A (UAA) 1711 1623 UPSTART HLDGS INC (UPST) 1886 1579 URBAN OUTFITTERS INC (URBN) 1903 2087 VERTEX INC CL A (VERX) 2002 2534 VERTIV HOLDINGS LLC CL A (VRT) 4384 4388 VICTORIAS SECRET AND CO (VSCO) 2045 2936 WAYSTAR HOLDING CORP (WAY) 1761 1996 ALPHABET INC CL A (GOOGL) 25989 61523 AMAZON COM INC (AMZN) 8563 8776 BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 17655 91109 CHEVRON CORP (CVX) 11667 13036 CITIGROUP INC NEW (C) 34470 38715 ELEVANCE HEALTH INC (ELV) 2353 12543 ELI LILLY & CO (LLY) 9326 11580 EXXON MOBIL CORP (XOM) 5893 5379 JPMORGAN CHASE & CO (JPM) 2384 9588 LAM RESEARCH CORPORATION NEW (LRCX) 503 12785 MICROSOFT CORP (MSFT) 2469 24026 UBER TECHNOLOGIES INC (UBER) 17142 15080 INVESCO S&P 500 EQUAL WEIGHT (RSPT) 16584 16839 INVESCO S&P 500 EQUAL WEIGHT E (RSP) 14234 14018 ISHARES BITCOIN TRUST ETF (IBIT) 5414 5305 ISHARES RUSSELL 1000 GRW ETF (IWF) 8431 8032 ISHARES RUSSELL 2500 ETF (SMMD) 6915 6800 ISHARES S&P 500 VAL ETF (IVE) 15089 15270 197537 197536 0 0 ARES DYNAMIC CREDIT ALLOC FD (ARDC) AT COST 101475 101187 ARTISAN INTL VALUE INV (ARTKX) AT COST 254006 356125 GRAHAM ABSOLUTE RETURN LTD AT COST 250000 361564 HP/RIEF LP - SERIES B AT COST 356150 492305 LORD ABBETT BOND DEB A (LBNDX) AT COST 389960 364589 PIMCO COMM REAL RET STRAT I2 (PCRPX) AT COST 178911 130183 PIMCO DYNAMIC INCOME FD SHS (PDI) AT COST 83106 64043 VANGUARD FTSE EMERGING MARKETS (VWO) AT COST 73632 66060 VANGUARD FTSE EUROPE ETF (VGK) AT COST 75344 79337 VANGUARD INTERMEDIATE TERM COR (VCIT) AT COST 143991 144485 VANGUARD INTL EQUITY INDEX FD (VEU) AT COST 26296 28705 OTHER EXPENSES 7588 7588 0 INVESTMENT ADVISORY FEES 17615 18778 0 STATE TAXES 2493 0 0