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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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   292,487 3,020 SH   SOLE   0 0 3,020
ALBEMARLE CORP COM 012653101   833,366 4,901 SH   SOLE   0 0 4,901
ALPHABET INC CAP STK CL A 02079K305   4,246,137 32,448 SH   SOLE   0 0 32,448
AMAZON COM INC COM 023135106   2,243,973 17,652 SH   SOLE   0 0 17,652
AMERICAN EXPRESS CO COM 025816109   636,146 4,264 SH   SOLE   0 0 4,264
AMERICAN HOMES 4 RENT CL A 02665T306   391,646 11,625 SH   SOLE   0 0 11,625
AMERICAN INTL GROUP INC COM NEW 026874784   682,538 11,263 SH   SOLE   0 0 11,263
AMGEN INC COM 031162100   436,695 1,625 SH   SOLE   0 0 1,625
AUTOMATIC DATA PROCESSING IN COM 053015103   334,406 1,390 SH   SOLE   0 0 1,390
BATH & BODY WORKS INC COM 070830104   409,453 12,114 SH   SOLE   0 0 12,114
BECTON DICKINSON & CO COM 075887109   1,596,164 6,174 SH   SOLE   0 0 6,174
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   276,036 788 SH   SOLE   0 0 788
BLACKROCK INC COM 09247X101   1,590,793 2,461 SH   SOLE   0 0 2,461
BLACKSTONE INC COM 09260D107   633,733 5,915 SH   SOLE   0 0 5,915
BROADCOM INC COM 11135F101   959,320 1,155 SH   SOLE   0 0 1,155
COMCAST CORP NEW CL A 20030N101   616,976 13,915 SH   SOLE   0 0 13,915
EMERSON ELEC CO COM 291011104   223,849 2,318 SH   SOLE   0 0 2,318
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600   2,123,456 35,052 SH   SOLE   0 0 35,052
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881   211,345 4,783 SH   SOLE   0 0 4,783
FMC CORP COM NEW 302491303   244,574 3,652 SH   SOLE   0 0 3,652
GENERAL DYNAMICS CORP COM 369550108   1,295,989 5,865 SH   SOLE   0 0 5,865
GOLDMAN SACHS GROUP INC COM 38141G104   834,163 2,578 SH   SOLE   0 0 2,578
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365   487,556 6,355 SH   SOLE   0 0 6,355
INVITATION HOMES INC COM 46187W107   437,005 13,790 SH   SOLE   0 0 13,790
ISHARES TR CORE S&P500 ETF 464287200   29,357,553 68,364 SH   SOLE   0 0 68,364
ISHARES TR S&P 100 ETF 464287101   1,421,334 7,084 SH   SOLE   0 0 7,084
ISHARES TR RUSSELL 3000 ETF 464287689   727,828 2,970 SH   SOLE   0 0 2,970
ISHARES TR S&P SML 600 GWT 464287887   383,661 3,498 SH   SOLE   0 0 3,498
JPMORGAN CHASE & CO COM 46625H100   874,181 6,028 SH   SOLE   0 0 6,028
KELLANOVA COM 487836108   963,467 16,190 SH   SOLE   0 0 16,190
LOCKHEED MARTIN CORP COM 539830109   1,097,649 2,684 SH   SOLE   0 0 2,684
LOWES COS INC COM 548661107   554,517 2,668 SH   SOLE   0 0 2,668
MASTERCARD INCORPORATED CL A 57636Q104   987,400 2,494 SH   SOLE   0 0 2,494
MEDTRONIC PLC SHS G5960L103   1,125,641 14,365 SH   SOLE   0 0 14,365
MICROSOFT CORP COM 594918104   5,394,392 17,084 SH   SOLE   0 0 17,084
PARKER-HANNIFIN CORP COM 701094104   1,186,867 3,047 SH   SOLE   0 0 3,047
PEPSICO INC COM 713448108   1,541,565 9,098 SH   SOLE   0 0 9,098
PFIZER INC COM 717081103   877,655 26,459 SH   SOLE   0 0 26,459
QUALCOMM INC COM 747525103   931,861 8,391 SH   SOLE   0 0 8,391
ROCKWELL AUTOMATION INC COM 773903109   1,214,662 4,249 SH   SOLE   0 0 4,249
RTX CORPORATION COM 75513E101   414,115 5,754 SH   SOLE   0 0 5,754
SALESFORCE INC COM 79466L302   1,796,963 8,862 SH   SOLE   0 0 8,862
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,383,675 26,371 SH   SOLE   0 0 26,371
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   649,502 19,581 SH   SOLE   0 0 19,581
SERVICENOW INC COM 81762P102   2,884,723 5,161 SH   SOLE   0 0 5,161
SIMON PPTY GROUP INC NEW COM 828806109   415,591 3,847 SH   SOLE   0 0 3,847
SOUTHERN CO COM 842587107   455,305 7,035 SH   SOLE   0 0 7,035
SPDR SER TR S&P SEMICNDCTR 78464A862   3,000,590 15,308 SH   SOLE   0 0 15,308
TARGET CORP COM 87612E106   308,711 2,792 SH   SOLE   0 0 2,792
TEXAS INSTRS INC COM 882508104   436,196 2,743 SH   SOLE   0 0 2,743
THIRD COAST BANCSHARES INC COM 88422P109   291,452 17,044 SH   SOLE   0 0 17,044
UBER TECHNOLOGIES INC COM 90353T100   630,385 13,707 SH   SOLE   0 0 13,707
UNILEVER PLC SPON ADR NEW 904767704   484,219 9,802 SH   SOLE   0 0 9,802
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   21,124,523 278,541 SH   SOLE   550 0 277,991
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703   897,642 6,037 SH   SOLE   0 0 6,037
VANGUARD INDEX FDS VALUE ETF 922908744   7,305,931 52,968 SH   SOLE   133 0 52,835
VANGUARD INDEX FDS SM CP VAL ETF 922908611   3,636,573 22,801 SH   SOLE   54 0 22,747
VANGUARD INDEX FDS TOTAL STK MKT 922908769   978,148 4,605 SH   SOLE   0 0 4,605
VANGUARD WORLD FDS CONSUM DIS ETF 92204A108   226,810 842 SH   SOLE   0 0 842
WALMART INC COM 931142103   1,330,039 8,316 SH   SOLE   0 0 8,316
WILLIAMS SONOMA INC COM 969904101   708,313 4,558 SH   SOLE   0 0 4,558
ZIMMER BIOMET HOLDINGS INC COM 98956P102   736,837 6,566 SH   SOLE   0 0 6,566