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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM COM 88579Y101 562 4,347 SH   SOLE NONE 0 0 4,347
ABBOTT LABS COM COM 002824100 328 3,020 SH   SOLE NONE 0 0 3,020
ADOBE SYSTEMS INCORPORATED COM COM 00724F101 1,137 3,107 SH   SOLE NONE 0 0 3,107
ADVANCE AUTO PARTS INC COM COM 00751Y106 886 5,119 SH   SOLE NONE 0 0 5,119
AIR PRODS & CHEMS INC COM COM 009158106 1,186 4,932 SH   SOLE NONE 0 0 4,932
ALBEMARLE CORP COM COM 012653101 1,196 5,724 SH   SOLE NONE 0 0 5,724
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 4,441 2,038 SH   SOLE NONE 0 0 2,038
AMAZON COM INC COM COM 023135106 2,736 25,762 SH   SOLE NONE 0 0 25,762
AMERICAN EXPRESS CO COM COM 025816109 601 4,342 SH   SOLE NONE 0 0 4,342
AMERICAN INTL GROUP INC COM NEW COM NEW 026874784 591 11,577 SH   SOLE NONE 0 0 11,577
AMGEN INC COM COM 031162100 480 1,975 SH   SOLE NONE 0 0 1,975
AT&T INC COM COM 00206R102 1,048 50,002 SH   SOLE NONE 0 0 50,002
AUTOMATIC DATA PROCESSING INC COM COM 053015103 310 1,480 SH   SOLE NONE 0 0 1,480
BECTON DICKINSON & CO COM COM 075887109 1,582 6,420 SH   SOLE NONE 0 0 6,420
BLACKROCK INC COM COM 09247X101 2,585 4,245 SH   SOLE NONE 0 0 4,245
CITIGROUP INC COM NEW COM NEW 172967424 481 10,471 SH   SOLE NONE 0 0 10,471
COMCAST CORP NEW CL A CL A 20030N101 1,113 28,387 SH   SOLE NONE 0 0 28,387
DIGITAL RLTY TR INC COM COM 253868103 451 3,478 SH   SOLE NONE 0 0 3,478
ENERGY SELECT SECTOR SPDR FUND ENERGY 81369Y506 1,595 22,305 SH   SOLE NONE 0 0 22,305
FIDELITY MSCI HEALTH CARE INDEX ETF MSCI HLTH CARE I 316092600 1,742 28,724 SH   SOLE NONE 0 0 28,724
FIDELITY MSCI MATERIALS INDEX ETF MSCI MATLS INDEX 316092881 366 8,938 SH   SOLE NONE 0 0 8,938
GENERAL DYNAMICS CORP COM COM 369550108 1,330 6,015 SH   SOLE NONE 0 0 6,015
GOLDMAN SACHS GROUP INC COM COM 38141G104 796 2,683 SH   SOLE NONE 0 0 2,683
GUIDEWIRE SOFTWARE INC COM COM 40171V100 881 12,415 SH   SOLE NONE 0 0 12,415
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF S&P500 EQL MAT 46137V316 232 1,500 SH   SOLE NONE 0 0 1,500
INVITATION HOMES INC COM COM 46187W107 443 12,462 SH   SOLE NONE 0 0 12,462
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 27,249 71,870 SH   SOLE NONE 0 0 71,870
ISHARES EXPONENTIAL TECHNOLOGIES ETF EXPONENTIAL TECH 46434V381 549 11,463 SH   SOLE NONE 0 0 11,463
ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 661 3,041 SH   SOLE NONE 0 0 3,041
ISHARES S&P 100 ETF S&P 100 ETF 464287101 1,243 7,211 SH   SOLE NONE 0 0 7,211
JPMORGAN CHASE & CO COM COM 46625H100 677 6,018 SH   SOLE NONE 0 0 6,018
KELLOGG CO COM COM 487836108 1,103 15,473 SH   SOLE NONE 0 0 15,473
KINDER MORGAN INC DEL COM COM 49456B101 675 40,282 SH   SOLE NONE 0 0 40,282
LOCKHEED MARTIN CORP COM COM 539830109 1,135 2,640 SH   SOLE NONE 0 0 2,640
MACQUARIE INFRASTR HOLD LLC 2 10/01/2023 NOTE 2.000%10/0 55608BAB1 9 10,000 SH   SOLE NONE 0 0 10,000
MCDONALDS CORP COM COM 580135101 521 2,112 SH   SOLE NONE 0 0 2,112
MEDTRONIC PLC SHS SHS G5960L103 570 6,359 SH   SOLE NONE 0 0 6,359
META PLATFORMS INC CL A CL A 30303M102 862 5,350 SH   SOLE NONE 0 0 5,350
MICROSOFT CORP COM COM 594918104 6,097 23,742 SH   SOLE NONE 0 0 23,742
NIKE INC CL B CL B 654106103 531 5,203 SH   SOLE NONE 0 0 5,203
PEPSICO INC COM COM 713448108 1,547 9,288 SH   SOLE NONE 0 0 9,288
PFIZER INC COM COM 717081103 1,497 28,556 SH   SOLE NONE 0 0 28,556
QUALCOMM INC COM COM 747525103 2,113 16,547 SH   SOLE NONE 0 0 16,547
ROCKWELL AUTOMATION INC COM COM 773903109 407 2,044 SH   SOLE NONE 0 0 2,044
SALESFORCE INC COM COM 79466L302 2,338 14,169 SH   SOLE NONE 0 0 14,169
SERVICENOW INC COM COM 81762P102 2,831 5,954 SH   SOLE NONE 0 0 5,954
SOUTHERN CO COM COM 842587107 382 5,364 SH   SOLE NONE 0 0 5,364
SPDR S&P SEMICONDUCTOR ETF S&P SEMICNDCTR 78464A862 2,999 19,767 SH   SOLE NONE 0 0 19,767
TARGET CORP COM COM 87612E106 411 2,917 SH   SOLE NONE 0 0 2,917
TEXAS INSTRS INC COM COM 882508104 463 3,016 SH   SOLE NONE 0 0 3,016
THIRD COAST BANCSHARES INC COM COM 88422P109 966 44,144 SH   SOLE NONE 0 0 44,144
UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 424 9,271 SH   SOLE NONE 0 0 9,271
VANECK MORNINGSTAR WIDE MOAT ETF MRNGSTR WDE MOAT 92189F643 18,671 292,972 SH   SOLE NONE 821 0 292,151
VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 220 1,214 SH   SOLE NONE 0 0 1,214
VANGUARD MID-CAP INDEX FUND MID CAP ETF 922908629 444 2,255 SH   SOLE NONE 0 0 2,255
VANGUARD RUSSELL 1000 ETF VNG RUS1000IDX 92206C730 487 2,840 SH   SOLE NONE 0 0 2,840
Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 11,170 146,473 SH   SOLE NONE 190 0 146,283
VANGUARD SMALL-CAP VALUE INDEX FUND SM CP VAL ETF 922908611 1,913 12,769 SH   SOLE NONE 46 0 12,723
VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 360 1,913 SH   SOLE NONE 0 0 1,913
VANGUARD VALUE INDEX FUND VALUE ETF 922908744 6,885 52,210 SH   SOLE NONE 68 0 52,142
VISA INC COM CL A COM CL A 92826C839 1,953 9,920 SH   SOLE NONE 0 0 9,920
WALMART INC COM COM 931142103 1,036 8,522 SH   SOLE NONE 0 0 8,522
ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 1,745 16,614 SH   SOLE NONE 0 0 16,614