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
ABBOTT LABS COM 002824100 BBG001S5N9M6 390,445 2,915 SH   SOLE   0 0 2,915
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1,780,671 7,691 SH   SOLE   0 0 7,691
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 406,578 2,513 SH   SOLE   0 0 2,513
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 20,719,825 85,232 SH   SOLE   0 0 85,232
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,205,316 13,161 SH   SOLE   0 0 13,161
ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 314,975 4,693 SH   SOLE   0 0 4,693
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,414,738 24,661 SH   SOLE   0 0 24,661
AMGEN INC COM 031162100 BBG001S5NNL6 388,282 1,376 SH   SOLE   0 0 1,376
APPLE INC COM 037833100 BBG001S5N8V8 18,446,775 72,445 SH   SOLE   0 0 72,445
ARCHER DANIELS MIDLAND CO COM 039483102 BBG001S5ND74 205,220 3,435 SH   SOLE   0 0 3,435
ARES COML REAL ESTATE CORP COM 04013V108 BBG0022MMR46 88,108 18,907 SH   SOLE   0 0 18,907
AT&T INC COM 00206R102 BBG001S5VWH2 518,941 18,376 SH   SOLE   0 0 18,376
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 765,498 14,838 SH   SOLE   0 0 14,838
BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 726,234 22,162 SH   SOLE   0 0 22,162
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 11,651,463 23,176 SH   SOLE   0 0 23,176
BLACKROCK ETF TRUST ISHARES A I INNO 09290C780 BBG01Q9L3DJ3 811,744 23,763 SH   SOLE   0 0 23,763
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 BBG00NNWBWQ2 3,116,692 52,647 SH   SOLE   0 0 52,647
BLACKROCK ETF TRUST ISHARES US THEMA 09290C806 BBG01408D4M5 834,445 22,040 SH   SOLE   0 0 22,040
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 BBG01GQYLJY8 24,644,031 462,886 SH   SOLE   0 0 462,886
BROADCOM INC COM 11135F101 BBG00KHY5SY8 622,962 1,888 SH   SOLE   0 0 1,888
BROOKFIELD CORP CL A LTD VT SH 11271J107 BBG001SF86D7 479,256 6,988 SH   SOLE   0 0 6,988
CATERPILLAR INC COM 149123101 BBG001S5PJ06 778,948 1,633 SH   SOLE   0 0 1,633
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 608,579 3,919 SH   SOLE   0 0 3,919
CISCO SYS INC COM 17275R102 BBG001S6HC62 631,247 9,226 SH   SOLE   0 0 9,226
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 279,651 2,755 SH   SOLE   0 0 2,755
COCA COLA CO COM 191216100 BBG001S5SMQ8 413,603 6,189 SH   SOLE   0 0 6,189
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 208,906 619 SH   SOLE   0 0 619
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 236,135 7,515 SH   SOLE   0 0 7,515
CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 1,399,923 13,927 SH   SOLE   0 0 13,927
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 230,822 701 SH   SOLE   0 0 701
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 981,801 1,061 SH   SOLE   0 0 1,061
CSX CORP COM 126408103 BBG001S5Q7Q3 498,787 14,046 SH   SOLE   0 0 14,046
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 BBG001V0SZW9 18,341,216 180,506 SH   SOLE   0 0 180,506
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,227,935 19,458 SH   SOLE   0 0 19,458
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 208,369 1,684 SH   SOLE   0 0 1,684
ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG001S6KBQ8 607,662 1,881 SH   SOLE   0 0 1,881
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,879,743 2,464 SH   SOLE   0 0 2,464
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 226,939 1,730 SH   SOLE   0 0 1,730
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 995,699 31,842 SH   SOLE   0 0 31,842
ETF SER SOLUTIONS DEFIANCE CONNECT 26922A289 BBG00NJ314P5 580,686 9,414 SH   SOLE   0 0 9,414
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,348,812 11,963 SH   SOLE   0 0 11,963
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 BBG006H1W526 14,602,713 288,013 SH   SOLE   0 0 288,013
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 BBG009K1H2W7 6,856,338 90,203 SH   SOLE   0 0 90,203
FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 BBG005SW6WS0 298,930 4,444 SH   SOLE   0 0 4,444
FIRST TR EXCHANGE-TRADED FD SHS 337344105 BBG001SNH6H6 7,520,701 53,297 SH   SOLE   0 0 53,297
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 504,728 1,676 SH   SOLE   0 0 1,676
GE VERNOVA INC COM 36828A101 BBG013G17W77 263,177 428 SH   SOLE   0 0 428
GERON CORP COM 374163103 BBG001S6TSX4 26,064 19,025 SH   SOLE   0 0 19,025
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 BBG00DSB42H9 560,169 15,811 SH   SOLE   0 0 15,811
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,976,164 2,482 SH   SOLE   0 0 2,482
HARBOR ETF TRUST LONG TERM GROWER 41151J406 BBG014VVP8S2 214,692 6,890 SH   SOLE   0 0 6,890
HARTFORD INSURANCE GROUP INC COM 416515104 BBG001S8PXF3 596,364 4,453 SH   SOLE   0 0 4,453
HOME DEPOT INC COM 437076102 BBG001S5RTW7 2,803,751 6,920 SH   SOLE   0 0 6,920
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 243,839 1,158 SH   SOLE   0 0 1,158
INNOVATOR ETFS TRUST GROWTH 100 POWER 45784N205 BBG01PK02TW9 215,398 7,513 SH   SOLE   0 0 7,513
INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 BBG00VSHC6L3 241,122 3,391 SH   SOLE   0 0 3,391
INNOVATOR ETFS TRUST INNOVATOR INTER 45783Y533 BBG01J43LCY9 451,215 14,159 SH   SOLE   0 0 14,159
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C656 BBG00Q4028Q9 3,927,176 91,436 SH   SOLE   0 0 91,436
INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 BBG00LNDTJL3 237,713 5,213 SH   SOLE   0 0 5,213
INTEL CORP COM 458140100 BBG001S5SF65 847,607 25,264 SH   SOLE   0 0 25,264
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 203,953 2,964 SH   SOLE   0 0 2,964
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 1,137,861 4,033 SH   SOLE   0 0 4,033
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 29,767,030 156,916 SH   SOLE   0 0 156,916
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 4,158,367 6,918 SH   SOLE   0 0 6,918
ISHARES TR CONV BD ETF 46435G102 BBG009BKDMM6 217,709 2,176 SH   SOLE   0 0 2,176
ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 2,575,314 21,032 SH   SOLE   0 0 21,032
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 361,270 2,480 SH   SOLE   0 0 2,480
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1,661,224 2,482 SH   SOLE   0 0 2,482
ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 1,051,816 22,518 SH   SOLE   0 0 22,518
ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 579,144 6,229 SH   SOLE   0 0 6,229
ISHARES TR ESG MSCI KLD 400 464288570 BBG001SRYH02 739,797 5,874 SH   SOLE   0 0 5,874
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001V1QYX1 1,142,672 22,368 SH   SOLE   0 0 22,368
ISHARES TR IBONDS DEC 2030 46436E726 BBG00VJHRTY3 235,034 10,611 SH   SOLE   0 0 10,611
ISHARES TR IBONDS DEC 2033 46436E130 BBG01H4B2BK3 863,754 32,930 SH   SOLE   0 0 32,930
ISHARES TR IBONDS DEC 29 46436E205 BBG00Q79F703 4,043,151 172,269 SH   SOLE   0 0 172,269
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 574,722 6,038 SH   SOLE   0 0 6,038
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 602,534 6,453 SH   SOLE   0 0 6,453
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 297,395 5,569 SH   SOLE   0 0 5,569
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 2,424,878 12,467 SH   SOLE   0 0 12,467
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 9,188,922 290,605 SH   SOLE   0 0 290,605
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 235,338 2,437 SH   SOLE   0 0 2,437
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 307,154 1,269 SH   SOLE   0 0 1,269
ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 296,710 783 SH   SOLE   0 0 783
ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 764,049 6,329 SH   SOLE   0 0 6,329
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 BBG00GP26NW0 29,977,641 590,925 SH   SOLE   0 0 590,925
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 8,267,223 44,586 SH   SOLE   0 0 44,586
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 12,058,828 38,230 SH   SOLE   0 0 38,230
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 358,667 631 SH   SOLE   0 0 631
MCDONALDS CORP COM 580135101 BBG001S5T110 1,154,816 3,800 SH   SOLE   0 0 3,800
MERCK & CO INC COM 58933Y105 BBG001S5TC52 809,732 9,555 SH   SOLE   0 0 9,555
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,542,847 6,186 SH   SOLE   0 0 6,186
MICROSOFT CORP COM 594918104 BBG001S5TD05 12,180,038 23,516 SH   SOLE   0 0 23,516
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 241,027 3,828 SH   SOLE   0 0 3,828
MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 602,101 3,788 SH   SOLE   0 0 3,788
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 344,572 752 SH   SOLE   0 0 752
NATIONAL GRID PLC SPONSORED ADR NE 636274409 BBG001SD9VH2 218,301 3,004 SH   SOLE   0 0 3,004
NETFLIX INC COM 64110L106 BBG001SF6L46 522,329 436 SH   SOLE   0 0 436
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 671,887 8,900 SH   SOLE   0 0 8,900
NIKE INC CL B 654106103 BBG001S6NTK2 205,255 2,927 SH   SOLE   0 0 2,927
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 209,734 698 SH   SOLE   0 0 698
NUVEEN NEW YORK AMT QLT MUNI COM 670656107 BBG001S90BW7 176,770 17,221 SH   SOLE   0 0 17,221
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,064,228 32,500 SH   SOLE   0 0 32,500
ORACLE CORP COM 68389X105 BBG001S5SJG6 734,832 2,613 SH   SOLE   0 0 2,613
OSHKOSH CORP COM 688239201 BBG001S6SX46 259,400 2,000 SH   SOLE   0 0 2,000
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 228,755 1,254 SH   SOLE   0 0 1,254
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 299,118 1,469 SH   SOLE   0 0 1,469
PEPSICO INC COM 713448108 BBG001S695T1 441,727 3,145 SH   SOLE   0 0 3,145
PFIZER INC COM 717081103 BBG001S5V466 1,049,546 41,191 SH   SOLE   0 0 41,191
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 537,450 3,314 SH   SOLE   0 0 3,314
POWERBANK CORP COM SHS 73933V100 BBG01BFJ8LN6 22,950 15,000 SH   SOLE   0 0 15,000
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 742,032 4,829 SH   SOLE   0 0 4,829
QUALCOMM INC COM 747525103 BBG001S6VS70 205,971 1,238 SH   SOLE   0 0 1,238
RETRACTABLE TECHNOLOGIES INC COM 76129W105 BBG001SDHF60 22,734 27,000 SH   SOLE   0 0 27,000
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXP6 233,097 1,628 SH   SOLE   0 0 1,628
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 814,570 4,868 SH   SOLE   0 0 4,868
SALESFORCE INC COM 79466L302 BBG001SDLP09 242,847 1,023 SH   SOLE   0 0 1,023
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 1,405,203 14,719 SH   SOLE   0 0 14,719
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 317,685 11,637 SH   SOLE   0 0 11,637
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 401,549 1,696 SH   SOLE   0 0 1,696
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,369,481 26,522 SH   SOLE   0 0 26,522
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 14,530,386 269,731 SH   SOLE   0 0 269,731
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 456,047 1,903 SH   SOLE   0 0 1,903
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 219,329 2,799 SH   SOLE   0 0 2,799
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 9,945,900 71,466 SH   SOLE   0 0 71,466
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 1,223,848 4,342 SH   SOLE   0 0 4,342
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 1,248,185 26,665 SH   SOLE   0 0 26,665
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,990,685 2,980 SH   SOLE   0 0 2,980
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1,228,570 2,056 SH   SOLE   0 0 2,056
SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672 BBG001STKCX8 1,395,282 48,280 SH   SOLE   0 0 48,280
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 BBG001SPTB87 427,028 5,451 SH   SOLE   0 0 5,451
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 BBG001SG4284 1,109,924 20,060 SH   SOLE   0 0 20,060
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 BBG001SB12P9 2,888,844 21,852 SH   SOLE   0 0 21,852
STARBUCKS CORP COM 855244109 BBG001S72KH6 251,403 2,972 SH   SOLE   0 0 2,972
STRATEGY INC CL A NEW 594972408 BBG001SC7PX1 644,420 2,000 SH   SOLE   0 0 2,000
TESLA INC COM 88160R101 BBG001SQKGD7 1,176,284 2,645 SH   SOLE   0 0 2,645
UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 202,125 3,410 SH   SOLE   0 0 3,410
UNION PAC CORP COM 907818108 BBG001S5X2M0 421,733 1,784 SH   SOLE   0 0 1,784
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 204,690 2,450 SH   SOLE   0 0 2,450
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1,486,107 4,304 SH   SOLE   0 0 4,304
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 236,772 4,787 SH   SOLE   0 0 4,787
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 263,118 548 SH   SOLE   0 0 548
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 1,730,842 5,883 SH   SOLE   0 0 5,883
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 10,845,367 36,792 SH   SOLE   0 0 36,792
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 5,738,946 9,345 SH   SOLE   0 0 9,345
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1,443,350 4,386 SH   SOLE   0 0 4,386
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 26,725,126 142,585 SH   SOLE   0 0 142,585
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 11,890,103 86,285 SH   SOLE   0 0 86,285
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 366,865 7,246 SH   SOLE   0 0 7,246
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 755,069 3,485 SH   SOLE   0 0 3,485
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 257,356 4,295 SH   SOLE   0 0 4,295
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 618,667 4,389 SH   SOLE   0 0 4,389
VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 413,062 553 SH   SOLE   0 0 553
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,712,397 38,962 SH   SOLE   0 0 38,962
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,524,120 4,465 SH   SOLE   0 0 4,465
WALMART INC COM 931142103 BBG001S5XH92 689,079 6,686 SH   SOLE   0 0 6,686
WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 311,720 1,412 SH   SOLE   0 0 1,412
YUM BRANDS INC COM 988498101 BBG001S7JQ30 266,392 1,753 SH   SOLE   0 0 1,753