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 6,097,892 39,433 SH   SOLE   0 39,433 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 344,175 2,203 SH   SOLE   0 2,203 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 12,545,555 65,939 SH   SOLE   0 65,939 0
APPLE INC COM 037833100 BBG001S5N8V8 11,145,180 50,174 SH   SOLE   0 50,174 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,001,482 15,024 SH   SOLE   0 15,024 0
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 4,774,992 5,045 SH   SOLE   0 5,045 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 275,907 2,735 SH   SOLE   0 2,735 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 213,976 1,278 SH   SOLE   0 1,278 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 3,379,078 10,246 SH   SOLE   0 10,246 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 229,021 1,369 SH   SOLE   0 1,369 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 4,437,877 22,010 SH   SOLE   0 22,010 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,420,008 8,903 SH   SOLE   0 8,903 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 6,338,034 7,674 SH   SOLE   0 7,674 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 284,823 825 SH   SOLE   0 825 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 6,890,424 34,426 SH   SOLE   0 34,426 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 298,392 1,200 SH   SOLE   0 1,200 0
INTUIT COM 461202103 BBG001S6TWR2 217,353 354 SH   SOLE   0 354 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 20,388,132 117,694 SH   SOLE   0 117,694 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,081,799 2,307 SH   SOLE   0 2,306 1
ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 459,282 5,847 SH   SOLE   0 5,847 0
ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 15,714,837 258,086 SH   SOLE   0 258,086 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 5,171,660 21,083 SH   SOLE   0 21,083 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 329,969 602 SH   SOLE   0 602 0
MCDONALDS CORP COM 580135101 BBG001S5T110 4,989,802 15,974 SH   SOLE   0 15,974 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 10,062,315 17,458 SH   SOLE   0 17,458 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 13,191,247 35,140 SH   SOLE   0 35,140 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 505,626 1,754 SH   SOLE   0 1,754 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,038,839 1,114 SH   SOLE   0 1,114 0
NUCOR CORP COM 670346105 BBG001S5TRV0 5,861,040 48,704 SH   SOLE   0 48,704 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4,784,007 44,141 SH   SOLE   0 44,141 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 343,514 2,457 SH   SOLE   0 2,457 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 4,702,785 70,570 SH   SOLE   0 70,570 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 350,784 1,307 SH   SOLE   0 1,307 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 297,573 1,507 SH   SOLE   0 1,507 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 4,982,295 63,187 SH   SOLE   0 63,187 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 679,786 1,619 SH   SOLE   0 1,619 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 18,241,856 63,309 SH   SOLE   0 63,309 0
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 5,219,220 34,193 SH   SOLE   0 34,193 0
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 3,352,589 31,751 SH   SOLE   0 31,751 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 338,043 1,431 SH   SOLE   0 1,431 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 3,326,320 15,730 SH   SOLE   0 15,730 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 20,106,676 103,648 SH   SOLE   0 103,648 0
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 12,508,189 57,162 SH   SOLE   0 57,162 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 8,668,798 24,735 SH   SOLE   0 24,735 0
WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 227,664 1,440 SH   SOLE   0 1,440 0