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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 9,191,958 48,558 SH   SOLE   0 47,744 814
AMAZON COM INC COM 023135106 BBG001S5PQL7 15,322,637 69,842 SH   SOLE   0 69,551 291
APPLE INC COM 037833100 BBG001S5N8V8 13,068,419 52,186 SH   SOLE   0 51,987 199
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 5,209,702 118,537 SH   SOLE   0 118,491 46
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,385,613 5,263 SH   SOLE   0 5,263 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 4,520,736 4,410 SH   SOLE   0 4,404 6
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 244,291 2,735 SH   SOLE   0 2,735 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,862,381 20,973 SH   SOLE   0 20,948 25
CATERPILLAR INC COM 149123101 BBG001S5PJ06 3,489,650 9,620 SH   SOLE   0 9,607 13
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,178,332 8,926 SH   SOLE   0 8,917 9
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 6,346,238 38,049 SH   SOLE   0 37,995 54
HOME DEPOT INC COM 437076102 BBG001S5RTW7 254,011 653 SH   SOLE   0 653 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,275,519 2,495 SH   SOLE   0 2,494 1
ISHARES TR RESIDENTIAL MULT 464288562 BBG001ST7G73 8,644,591 106,697 SH   SOLE   0 106,647 50
ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 449,042 5,771 SH   SOLE   0 5,771 0
ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 17,560,399 301,363 SH   SOLE   0 301,103 260
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 494,450 939 SH   SOLE   0 939 0
MCDONALDS CORP COM 580135101 BBG001S5T110 6,385,141 22,026 SH   SOLE   0 22,001 25
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 10,318,638 17,623 SH   SOLE   0 17,601 22
MICROSOFT CORP COM 594918104 BBG001S5TD05 14,393,745 34,149 SH   SOLE   0 34,031 118
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 463,392 1,600 SH   SOLE   0 1,600 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,048,193 1,176 SH   SOLE   0 1,176 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,632,935 41,946 SH   SOLE   0 41,892 54
PIMCO DYNAMIC INCOME FD SHS 72201Y101 BBG002Q8P804 12,614,179 687,796 SH   SOLE   0 686,562 1,234
SALESFORCE INC COM 79466L302 BBG001SDLP09 505,876 1,513 SH   SOLE   0 1,513 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 377,133 1,681 SH   SOLE   0 1,681 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 732,286 1,721 SH   SOLE   0 1,721 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 536,318 2,215 SH   SOLE   0 2,215 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 21,079,492 35,967 SH   SOLE   0 35,953 14
TESLA INC COM 88160R101 BBG001SQKGD7 207,978 515 SH   SOLE   0 515 0
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 4,727,030 37,531 SH   SOLE   0 37,479 52
UNION PAC CORP COM 907818108 BBG001S5X2M0 369,945 1,622 SH   SOLE   0 1,622 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3,521,760 14,543 SH   SOLE   0 14,524 19
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 19,921,003 101,726 SH   SOLE   0 101,685 41
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 15,886,899 75,158 SH   SOLE   0 75,127 31
VISA INC COM CL A 92826C839 BBG001SRCFY3 9,123,860 28,869 SH   SOLE   0 28,480 389