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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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,626,217 5,013 SH   SOLE 0 5,013 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,563,491 61,181 SH   SOLE 0 44,997 0 16,184
ALPHABET INC CAP STK CL C 02079K107   294,194 1,866 SH   SOLE 0 1,144 0 722
ALPHABET INC CAP STK CL A 02079K305   397,845 2,548 SH   SOLE 0 2,348 0 200
AMAZON COM INC COM 023135106   976,981 5,254 SH   SOLE 0 4,734 0 520
AMCOR PLC ORD G0250X107   113,875 12,500 SH   SOLE 0 0 0 12,500
AMERICAN CENTY ETF TR US SML CP VALU 025072877   651,806 7,256 SH   SOLE 0 5,911 0 1,345
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802   432,043 6,578 SH   SOLE 0 5,358 0 1,220
APPLE INC COM 037833100   3,816,900 22,749 SH   SOLE 0 16,665 0 6,084
APPLIED MATLS INC COM 038222105   364,888 1,744 SH   SOLE 0 2 0 1,742
AT&T INC COM 00206R102   278,235 16,631 SH   SOLE 0 4,718 0 11,913
BANK AMERICA CORP COM 060505104   610,648 16,662 SH   SOLE 0 2,043 0 14,619
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   567,845 1,388 SH   SOLE 0 1,288 0 100
BLACKSTONE INC COM 09260D107   329,573 2,614 SH   SOLE 0 2,614 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   405,036 8,054 SH   SOLE 0 317 0 7,737
CATERPILLAR INC COM 149123101   410,765 1,104 SH   SOLE 0 104 0 1,000
CHEVRON CORP NEW COM 166764100   215,700 1,326 SH   SOLE 0 1,326 0 0
COCA COLA CO COM 191216100   318,232 5,401 SH   SOLE 0 601 0 4,800
CONOCOPHILLIPS COM 20825C104   240,404 1,810 SH   SOLE 0 1,810 0 0
COSTCO WHSL CORP NEW COM 22160K105   512,832 710 SH   SOLE 0 710 0 0
CSX CORP COM 126408103   272,997 7,710 SH   SOLE 0 1,509 0 6,200
DEERE & CO COM 244199105   206,397 501 SH   SOLE 0 497 0 4
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   245,391 5,235 SH   SOLE 0 5,235 0 0
DOCUSIGN INC COM 256163106   3,725,640 62,880 SH   SOLE 0 45,635 0 17,245
ELI LILLY & CO COM 532457108   252,215 331 SH   SOLE 0 331 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   528,293 20,873 SH   SOLE 0 20,873 0 0
EVERBRIDGE INC COM 29978A104   4,365,239 125,222 SH   SOLE 0 97,670 0 27,552
EXCHANGE LISTED FDS TR CABANA TRGT BETA 30151E723   773,492 35,522 SH   SOLE 0 35,522 0 0
EXCHANGE LISTED FDS TR CABANA MODERATE 30151E624   362,379 17,993 SH   SOLE 0 17,993 0 0
EXXON MOBIL CORP COM 30231G102   1,880,619 15,390 SH   SOLE 0 3,092 0 12,298
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   220,376 3,460 SH   SOLE 0 0 0 3,460
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   613,619 4,018 SH   SOLE 0 3,122 0 896
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   422,650 4,248 SH   SOLE 0 3,880 0 368
FORD MTR CO DEL COM 345370860   183,833 14,076 SH   SOLE 0 9,803 0 4,273
GENERAL ELECTRIC CO COM NEW 369604301   322,460 2,059 SH   SOLE 0 124 0 1,935
INTEL CORP COM 458140100   3,134,546 84,262 SH   SOLE 0 62,301 0 21,961
INTERCONTINENTAL EXCHANGE IN COM 45866F104   265,880 2,000 SH   SOLE 0 2,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,194,421 6,420 SH   SOLE 0 2,105 0 4,315
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   268,384 2,798 SH   SOLE 0 2,798 0 0
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   465,200 11,172 SH   SOLE 0 11,172 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,562,866 3,565 SH   SOLE 0 2,641 0 925
ISHARES TR RUS 2000 GRW ETF 464287648   310,632 1,200 SH   SOLE 0 1,200 0 0
ISHARES TR CORE S&P MCP ETF 464287507   579,218 9,854 SH   SOLE 0 5,872 0 3,982
ISHARES TR CORE S&P SCP ETF 464287804   309,372 2,928 SH   SOLE 0 1,845 0 1,083
ISHARES TR CORE S&P500 ETF 464287200   6,451,438 12,485 SH   SOLE 0 7,673 0 4,812
ISHARES TR RUS 1000 VAL ETF 464287598   209,724 1,200 SH   SOLE 0 500 0 700
ISHARES TR RUS 1000 GRW ETF 464287614   1,520,778 4,572 SH   SOLE 0 4,572 0 0
ISHARES TR RUS MID CAP ETF 464287499   761,670 9,299 SH   SOLE 0 9,299 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   1,118,518 11,291 SH   SOLE 0 11,155 0 136
ISHARES TR SELECT DIVID ETF 464287168   513,754 4,303 SH   SOLE 0 1,675 0 2,628
ISHARES TR CORE MSCI EAFE 46432F842   543,923 7,467 SH   SOLE 0 7,467 0 0
ISHARES TR EXPONENTIAL TECH 46434V381   249,153 4,268 SH   SOLE 0 4,268 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   16,685,390 166,139 SH   SOLE 0 103,321 0 62,818
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   10,055,076 177,401 SH   SOLE 0 162,530 0 14,871
JOHNSON & JOHNSON COM 478160104   286,902 1,910 SH   SOLE 0 1,124 0 786
JPMORGAN CHASE & CO COM 46625H100   563,240 2,881 SH   SOLE 0 1,363 0 1,518
LOWES COS INC COM 548661107   1,181,768 4,983 SH   SOLE 0 25 0 4,958
MANULIFE FINL CORP COM 56501R106   287,272 11,920 SH   SOLE 0 0 0 11,920
META PLATFORMS INC CL A 30303M102   11,030,793 21,220 SH   SOLE 0 15,971 0 5,249
MICROSOFT CORP COM 594918104   40,633 96 SH   OTR 0 0 0 96
MICROSOFT CORP COM 594918104   1,682,436 3,975 SH   SOLE 0 1,939 0 2,036
MV OIL TR TR UNITS 553859109   653,343 63,186 SH   SOLE 0 63,186 0 0
NETFLIX INC COM 64110L106   239,390 387 SH   SOLE 0 387 0 0
NVIDIA CORPORATION COM 67066G104   778,061 894 SH   SOLE 0 821 0 73
OKTA INC CL A 679295105   4,728,947 47,551 SH   SOLE 0 39,363 0 8,188
ONEOK INC NEW COM 682680103   1,395,330 17,649 SH   SOLE 0 17,649 0 0
PAYPAL HLDGS INC COM 70450Y103   1,242,102 18,854 SH   SOLE 0 15,661 0 3,193
PROGRESSIVE CORP COM 743315103   631,850 3,065 SH   SOLE 0 480 0 2,585
RITHM CAPITAL CORP COM NEW 64828T201   266,216 24,880 SH   SOLE 0 24,880 0 0
SALESFORCE INC COM 79466L302   8,596,697 28,692 SH   SOLE 0 22,439 0 6,253
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   634,523 8,036 SH   SOLE 0 4,603 0 3,433
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,494,192 24,953 SH   SOLE 0 24,953 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   325,382 6,882 SH   SOLE 0 4,475 0 2,407
SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755   317,262 9,008 SH   SOLE 0 9,008 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   550,579 5,630 SH   SOLE 0 3,914 0 1,716
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,139,416 5,566 SH   SOLE 0 5,531 0 35
SERVICENOW INC COM 81762P102   4,842,820 6,296 SH   SOLE 0 4,650 0 1,646
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   831,935 2,164 SH   SOLE 0 2,164 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,975,691 3,843 SH   SOLE 0 3,028 0 815
SPDR SER TR PORTFOLIO S&P500 78464A854   3,222,387 53,280 SH   SOLE 0 33,482 0 19,798
SPDR SER TR S&P DIVID ETF 78464A763   519,937 4,066 SH   SOLE 0 2,263 0 1,802
SPDR SER TR PRTFLO S&P500 HI 78468R788   725,787 18,379 SH   SOLE 0 16,384 0 1,995
TRUIST FINL CORP COM 89832Q109   320,438 8,545 SH   SOLE 0 1,350 0 7,195
TWILIO INC CL A 90138F102   4,492,908 72,642 SH   SOLE 0 63,412 0 9,230
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,315,060 30,505 SH   SOLE 0 23,017 0 7,488
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   63,801,674 134,987 SH   SOLE 0 100,402 0 34,585
VANGUARD INDEX FDS MID CAP ETF 922908629   979,227 4,018 SH   SOLE 0 2,760 0 1,258
VANGUARD INDEX FDS SM CP VAL ETF 922908611   472,817 2,562 SH   SOLE 0 967 0 1,596
VANGUARD INDEX FDS SMALL CP ETF 922908751   430,623 1,954 SH   SOLE 0 1,396 0 558
VANGUARD INDEX FDS VALUE ETF 922908744   916,579 5,773 SH   SOLE 0 5,328 0 445
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   677,945 4,003 SH   SOLE 0 1,120 0 2,883
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,503,295 9,818 SH   SOLE 0 7,904 0 1,914
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   660,424 3,719 SH   SOLE 0 3,719 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   1,034,347 17,349 SH   SOLE 0 15,138 0 2,211
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   293,981 5,974 SH   SOLE 0 3,832 0 2,142
VANGUARD WORLD FD INF TECH ETF 92204A702   798,115 1,553 SH   SOLE 0 1,543 0 10
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   252,669 973 SH   SOLE 0 609 0 363
VANGUARD WORLD FD ESG US STK ETF 921910733   850,631 9,335 SH   SOLE 0 4,877 0 4,458
VEEVA SYS INC CL A COM 922475108   5,595,075 26,527 SH   SOLE 0 20,043 0 6,484
VERIZON COMMUNICATIONS INC COM 92343V104   389,177 9,605 SH   SOLE 0 3,554 0 6,051
VISA INC COM CL A 92826C839   2,858,709 10,415 SH   SOLE 0 7,646 0 2,769
WALMART INC COM 931142103   607,491 10,021 SH   SOLE 0 9,311 0 710
WASTE MGMT INC DEL COM 94106L109   214,238 1,029 SH   SOLE 0 570 0 459
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   11,801,156 352,800 SH   SOLE 0 290,639 0 62,161