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 BBG001S5NCQ5 3,461,556 6,860 SH   SOLE   0 0 6,860
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 1,692,490 10,260 SH   SOLE   0 0 10,260
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 13,536,006 89,684 SH   SOLE   0 0 89,684
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 556,815 3,657 SH   SOLE   0 0 3,657
AMAZON COM INC COM 023135106 BBG001S5PQL7 9,641,672 53,452 SH   SOLE   0 0 53,452
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 413,257 1,815 SH   SOLE   0 0 1,815
APPLE INC COM 037833100 BBG001S5N8V8 14,630,892 85,321 SH   SOLE   0 0 85,321
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 412,460 2,000 SH   SOLE   0 0 2,000
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 5,868,035 20,236 SH   SOLE   0 0 20,236
AT&T INC COM 00206R102 BBG001S5VWH2 201,045 11,423 SH   SOLE   0 0 11,423
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 261,724 6,902 SH   SOLE   0 0 6,902
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 292,306 5,073 SH   SOLE   0 0 5,073
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 10,572,714 25,142 SH   SOLE   0 0 25,142
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1,411,245 389 SH   SOLE   0 0 389
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 4,148,477 19,892 SH   SOLE   0 0 19,892
CISCO SYS INC COM 17275R102 BBG001S6HC62 275,104 5,512 SH   SOLE   0 0 5,512
COCA COLA CO COM 191216100 BBG001S5SMQ8 321,256 5,251 SH   SOLE   0 0 5,251
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 369,169 8,516 SH   SOLE   0 0 8,516
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1,369,285 1,869 SH   SOLE   0 0 1,869
COUPANG INC CL A 22266T109 BBG00XMJRPR7 433,542 24,370 SH   SOLE   0 0 24,370
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 1,451,952 4,529 SH   SOLE   0 0 4,529
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 2,056,452 25,783 SH   SOLE   0 0 25,783
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 1,188,831 7,112 SH   SOLE   0 0 7,112
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 234,522 2,425 SH   SOLE   0 0 2,425
EBAY INC. COM 278642103 BBG001S9B9J5 263,636 4,995 SH   SOLE   0 0 4,995
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 296,714 3,105 SH   SOLE   0 0 3,105
ELI LILLY & CO COM 532457108 BBG001S5STL8 4,856,804 6,243 SH   SOLE   0 0 6,243
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 236,035 674 SH   SOLE   0 0 674
ETFIS SER TR I VIRTUS REAVES UT 26923G806 BBG00B2VXTZ6 246,313 5,073 SH   SOLE   0 0 5,073
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,742,153 14,988 SH   SOLE   0 0 14,988
FEDEX CORP COM 31428X106 BBG001S5R3M5 217,305 750 SH   SOLE   0 0 750
FIRST SOLAR INC COM 336433107 BBG001S991Z7 538,472 3,190 SH   SOLE   0 0 3,190
FIRST TR NASDAQ 100 TECH IND SHS 337345102 BBG001SQWVL2 300,702 1,577 SH   SOLE   0 0 1,577
GENERAL DYNAMICS CORP COM 369550108 BBG001S5RHP1 298,874 1,058 SH   SOLE   0 0 1,058
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 1,864,583 12,035 SH   SOLE   0 0 12,035
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 231,400 554 SH   SOLE   0 0 554
HEICO CORP NEW COM 422806109 BBG001S5RVC4 986,706 5,166 SH   SOLE   0 0 5,166
HOME DEPOT INC COM 437076102 BBG001S5RTW7 346,774 904 SH   SOLE   0 0 904
HYLIION HOLDINGS CORP COMMON STOCK 449109107 BBG00N9MJV02 20,539 11,670 SH   SOLE   0 0 11,670
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 239,655 1,255 SH   SOLE   0 0 1,255
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,263,119 5,097 SH   SOLE   0 0 5,097
ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 243,961 3,321 SH   SOLE   0 0 3,321
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 319,644 608 SH   SOLE   0 0 608
ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 235,499 1,257 SH   SOLE   0 0 1,257
ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 3,052,144 15,644 SH   SOLE   0 0 15,644
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 632,772 10,800 SH   SOLE   0 0 10,800
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 933,634 8,728 SH   SOLE   0 0 8,728
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 334,414 2,114 SH   SOLE   0 0 2,114
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 416,223 2,078 SH   SOLE   0 0 2,078
KLA CORP COM NEW 482480100 BBG001S5SLM4 894,170 1,280 SH   SOLE   0 0 1,280
LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 1,381,879 12,972 SH   SOLE   0 0 12,972
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 230,619 507 SH   SOLE   0 0 507
LOWES COS INC COM 548661107 BBG001S5SVL3 1,339,880 5,260 SH   SOLE   0 0 5,260
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 18,728,437 38,569 SH   SOLE   0 0 38,569
MICROSOFT CORP COM 594918104 BBG001S5TD05 9,994,604 23,756 SH   SOLE   0 0 23,756
NETFLIX INC COM 64110L106 BBG001SF6L46 4,166,891 6,861 SH   SOLE   0 0 6,861
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 388,564 4,017 SH   SOLE   0 0 4,017
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 1,527,960 11,900 SH   SOLE   0 0 11,900
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 11,758,026 13,013 SH   SOLE   0 0 13,013
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 1,557,296 23,962 SH   SOLE   0 0 23,962
OKTA INC CL A 679295105 BBG001YV1SN3 337,923 3,230 SH   SOLE   0 0 3,230
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 347,755 3,594 SH   SOLE   0 0 3,594
ORACLE CORP COM 68389X105 BBG001S5SJG6 264,032 2,102 SH   SOLE   0 0 2,102
PEPSICO INC COM 713448108 BBG001S695T1 461,120 2,635 SH   SOLE   0 0 2,635
PINTEREST INC CL A 72352L106 BBG002583CW7 762,047 21,980 SH   SOLE   0 0 21,980
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 358,248 2,208 SH   SOLE   0 0 2,208
PROGRESSIVE CORP COM 743315103 BBG001S5V509 272,175 1,316 SH   SOLE   0 0 1,316
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 209,689 3,140 SH   SOLE   0 0 3,140
QUALCOMM INC COM 747525103 BBG001S6VS70 221,783 1,310 SH   SOLE   0 0 1,310
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 2,437,987 2,533 SH   SOLE   0 0 2,533
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 1,442,924 10,380 SH   SOLE   0 0 10,380
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 821,118 1,930 SH   SOLE   0 0 1,930
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 341,026 7,017 SH   SOLE   0 0 7,017
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 5,423,652 74,974 SH   SOLE   0 0 74,974
SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 BBG0051GPYJ9 1,822,548 27,506 SH   SOLE   0 0 27,506
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 676,647 8,392 SH   SOLE   0 0 8,392
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 979,214 5,325 SH   SOLE   0 0 5,325
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 890,369 6,027 SH   SOLE   0 0 6,027
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2,478,621 11,901 SH   SOLE   0 0 11,901
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 719,294 14,632 SH   SOLE   0 0 14,632
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 465,170 889 SH   SOLE   0 0 889
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 2,552,346 2,527 SH   SOLE   0 0 2,527
TARGA RES CORP COM 87612G101 BBG001TC94B9 1,276,126 11,395 SH   SOLE   0 0 11,395
TESLA INC COM 88160R101 BBG001SQKGD7 17,308,108 98,459 SH   SOLE   0 0 98,459
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 1,856,330 14,349 SH   SOLE   0 0 14,349
TOPBUILD CORP COM 89055F103 BBG0077VS2G6 1,490,990 3,383 SH   SOLE   0 0 3,383
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 1,588,764 1,290 SH   SOLE   0 0 1,290
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 298,380 5,945 SH   SOLE   0 0 5,945
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 574,066 70,960 SH   SOLE   0 0 70,960
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 1,078,152 4,792 SH   SOLE   0 0 4,792
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 329,538 957 SH   SOLE   0 0 957
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 310,078 1,616 SH   SOLE   0 0 1,616
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 208,667 1,281 SH   SOLE   0 0 1,281
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 1,562,747 18,031 SH   SOLE   0 0 18,031
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 624,391 5,161 SH   SOLE   0 0 5,161
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 271,614 518 SH   SOLE   0 0 518
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 330,980 7,888 SH   SOLE   0 0 7,888
VISA INC COM CL A 92826C839 BBG001SRCFY3 8,070,994 28,920 SH   SOLE   0 0 28,920
WALMART INC COM 931142103 BBG001S5XH92 315,351 5,241 SH   SOLE   0 0 5,241
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 659,583 10,090 SH   SOLE   0 0 10,090
ZSCALER INC COM 98980G102 BBG003338H61 1,116,291 5,795 SH   SOLE   0 0 5,795