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 7,162,515 40,643 SH   SOLE   0 40,639 4
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 426,374 2,404 SH   SOLE   0 2,404 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 15,493,322 70,620 SH   SOLE   0 70,612 8
APPLE INC COM 037833100 BBG001S5N8V8 11,627,274 56,671 SH   SOLE   0 56,668 3
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7,307,924 15,044 SH   SOLE   0 15,043 1
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 5,613,488 5,350 SH   SOLE   0 5,350 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 293,767 2,735 SH   SOLE   0 2,735 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 334,640 1,214 SH   SOLE   0 1,214 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 4,407,336 11,353 SH   SOLE   0 11,352 1
CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 215,413 1,100 SH   SOLE   0 1,100 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 8,134,307 25,202 SH   SOLE   0 25,199 3
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 8,514,225 8,601 SH   SOLE   0 8,601 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 6,462,304 8,290 SH   SOLE   0 8,290 0
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 216,081 675 SH   SOLE   0 675 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 9,592,240 37,267 SH   SOLE   0 37,263 4
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571V5 75,185 11,008 SH   SOLE   0 11,008 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 265,302 900 SH   SOLE   0 900 0
INTUIT COM 461202103 BBG001S6TWR2 259,131 329 SH   SOLE   0 329 0
INVESCO EXCHANGE TRADED FD T NEXT GEN MEDIA 46137V696 BBG001SN6GN9 217,154 3,539 SH   SOLE   0 3,539 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 22,744,943 125,151 SH   SOLE   0 125,135 16
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,362,551 2,470 SH   SOLE   0 2,469 1
ISHARES TR U.S. FIN SVC ETF 464287770 BBG001SFGXS3 518,736 6,060 SH   SOLE   0 6,051 9
ISHARES TR US HLTHCARE ETF 464287762 BBG001SFGXR4 14,972,625 265,096 SH   SOLE   0 265,047 49
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 6,289,598 21,695 SH   SOLE   0 21,692 3
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 337,164 600 SH   SOLE   0 600 0
MCDONALDS CORP COM 580135101 BBG001S5T110 4,550,202 15,574 SH   SOLE   0 15,572 2
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 14,424,986 19,544 SH   SOLE   0 19,542 2
MICROSOFT CORP COM 594918104 BBG001S5TD05 17,878,845 35,944 SH   SOLE   0 35,940 4
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 646,768 1,600 SH   SOLE   0 1,600 0
NETFLIX INC COM 64110L106 BBG001SF6L46 1,491,791 1,114 SH   SOLE   0 1,114 0
NUCOR CORP COM 670346105 BBG001S5TRV0 7,707,242 59,497 SH   SOLE   0 59,489 8
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 8,646,485 54,728 SH   SOLE   0 54,722 6
ORACLE CORP COM 68389X105 BBG001S5SJG6 427,859 1,957 SH   SOLE   0 1,957 0
RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 4,849,909 73,162 SH   SOLE   0 73,152 10
SALESFORCE INC COM 79466L302 BBG001SDLP09 358,909 1,316 SH   SOLE   0 1,316 0
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 201,955 1,369 SH   SOLE   0 1,369 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 328,169 1,510 SH   SOLE   0 1,510 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 5,335,992 65,344 SH   SOLE   0 65,336 8
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 757,500 1,719 SH   SOLE   0 1,719 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 17,940,770 58,855 SH   SOLE   0 58,854 1
SPROUTS FMRS MKT INC COM 85208M102 BBG001V0MZS0 5,103,182 30,996 SH   SOLE   0 30,992 4
TESLA INC COM 88160R101 BBG001SQKGD7 323,061 1,017 SH   SOLE   0 1,017 0
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 3,751,910 32,874 SH   SOLE   0 32,870 4
UNION PAC CORP COM 907818108 BBG001S5X2M0 331,024 1,439 SH   SOLE   0 1,439 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 5,059,305 18,142 SH   SOLE   0 18,140 2
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 22,520,659 110,034 SH   SOLE   0 110,020 14
VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 12,402,189 56,631 SH   SOLE   0 56,619 12
VISA INC COM CL A 92826C839 BBG001SRCFY3 8,834,576 24,883 SH   SOLE   0 24,881 2