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
APPLE INC COM 037833100   1,919,243 14,771 SH   SOLE   14,771 0 0
ABBVIE INC COM 00287Y109   1,160,143 7,179 SH   SOLE   7,179 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   640,686 1,904 SH   SOLE   1,904 0 0
AUTODESK INC COM 052769106   636,219 3,405 SH   SOLE   3,405 0 0
AGRIFY CORP COM NEW 00853E206   6,586 19,779 SH   SOLE   19,779 0 0
ADVANCED MICRO DEVICES INC COM 007903107   610,069 9,419 SH   SOLE   9,419 0 0
Amgen Inc. COM 031162100   396,517 1,510 SH   SOLE   1,510 0 0
AMAZON COM INC COM 023135106   1,654,190 19,693 SH   SOLE   19,693 0 0
BROADCOM INC COM 11135F101   955,440 1,709 SH   SOLE   1,709 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   601,966 8,079 SH   SOLE   8,079 0 0
BOEING CO COM 097023105   1,435,630 7,537 SH   SOLE   7,537 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   392,538 5,464 SH   SOLE   5,464 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,078,794 3,492 SH   SOLE   3,492 0 0
CANO HEALTH INC COM CL A 13781Y103   96,441 70,395 SH   SOLE   70,395 0 0
CANO HEALTH INC *W EXP 06/03/202 13781Y111   5,176 23,529 SH   SOLE   23,529 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   577,797 1,704 SH   SOLE   1,704 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817   2,977,057 32,011 SH   SOLE   32,011 0 0
COSTCO WHSL CORP NEW COM 22160K105   951,618 2,085 SH   SOLE   2,085 0 0
SALESFORCE INC COM 79466L302   564,406 4,257 SH   SOLE   4,257 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308   144,000 45,000 SH   SOLE   45,000 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773   239,837 11,150 SH   SOLE   11,150 0 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   234,671 9,474 SH   SOLE   9,474 0 0
DANAHER CORPORATION COM 235851102   804,753 3,032 SH   SOLE   3,032 0 0
DOXIMITY INC CL A 26622P107   7,920,529 236,011 SH   SOLE   236,011 0 0
DOMINOS PIZZA INC COM 25754A201   772,900 2,231 SH   SOLE   2,231 0 0
SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106   319,669 4,700 SH   SOLE   4,700 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   307,300 10,219 SH   SOLE   10,219 0 0
ISHARES TR ESG AWARE MSCI 46435U663   380,215 11,564 SH   SOLE   11,564 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   262,137 22,084 SH   SOLE   22,084 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   471,827 6,954 SH   SOLE   6,954 0 0
FISERV INC COM 337738108   793,154 7,848 SH   SOLE   7,848 0 0
SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748   531,420 17,000 SH   SOLE   17,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   436,447 15,228 SH   SOLE   15,228 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,252,875 25,070 SH   SOLE   25,070 0 0
ALPHABET INC CAP STK CL C 02079K107   1,038,868 11,708 SH   SOLE   11,708 0 0
HOME DEPOT INC COM 437076102   848,567 2,687 SH   SOLE   2,687 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   309,321 12,358 SH   SOLE   12,358 0 0
ISHARES TR IBONDS DEC24 ETF 46434VBG4   524,340 21,472 SH   SOLE   21,472 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   247,129 10,615 SH   SOLE   10,615 0 0
ISHARES INC CORE MSCI EMKT 46434G103   349,866 7,492 SH   SOLE   7,492 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   7,599,056 152,530 SH   SOLE   152,530 0 0
ISHARES TR CORE S&P500 ETF 464287200   452,936 1,179 SH   SOLE   1,179 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   101,272 49,161 SH   SOLE   49,161 0 0
LITHIA MTRS INC COM 536797103   540,626 2,641 SH   SOLE   2,641 0 0
LEAFLY HOLDINGS INC COM 52178J105   26,759 41,047 SH   SOLE   41,047 0 0
ISHARES TR IBOXX INV CP ETF 464287242   510,925 4,846 SH   SOLE   4,846 0 0
LEGALZOOM COM INC COM 52466B103   396,938 51,284 SH   SOLE   51,284 0 0
MOODYS CORP COM 615369105   742,624 2,665 SH   SOLE   2,665 0 0
MIMEDX GROUP INC COM 602496101   97,300 35,000 SH   SOLE   35,000 0 0
META PLATFORMS INC CL A 30303M102   764,234 6,351 SH   SOLE   6,351 0 0
MSCI INC COM 55354G100   814,138 1,750 SH   SOLE   1,750 0 0
MICROSOFT CORP COM 594918104   15,274,892 63,693 SH   SOLE   63,693 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,074,345 4,169 SH   SOLE   4,169 0 0
NETFLIX INC COM 64110L106   1,224,602 4,153 SH   SOLE   4,153 0 0
NEW GOLD INC CDA COM 644535106   19,600 20,000 SH   SOLE   20,000 0 0
NIKE INC CL B 654106103   780,327 6,669 SH   SOLE   6,669 0 0
NVIDIA CORPORATION COM 67066G104   872,434 5,970 SH   SOLE   5,970 0 0
NVR INC COM 62944T105   849,651 184 SH   SOLE   184 0 0
REALTY INCOME CORP COM 756109104   352,486 5,557 SH   SOLE   5,557 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   812,351 2,863 SH   SOLE   2,863 0 0
ISHARES TR PFD AND INCM SEC 464288687   558,356 18,289 SH   SOLE   18,289 0 0
GLOBAL X FDS US PFD ETF 37954Y657   4,496,376 232,131 SH   SOLE   232,131 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   121,383 18,907 SH   SOLE   18,907 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,054,837 3,961 SH   SOLE   3,961 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   2,711,766 23,796 SH   SOLE   23,796 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   3,154,674 77,874 SH   SOLE   77,874 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   2,683,639 113,377 SH   SOLE   113,377 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   2,539,595 78,845 SH   SOLE   78,845 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   5,024,226 76,577 SH   SOLE   76,577 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   3,796,896 73,313 SH   SOLE   73,313 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   17,123,452 379,257 SH   SOLE   379,257 0 0
S&P GLOBAL INC COM 78409V104   729,695 2,179 SH   SOLE   2,179 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   2,279,153 24,415 SH   SOLE   24,415 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,128,376 47,471 SH   SOLE   47,471 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   720,963 1,309 SH   SOLE   1,309 0 0
TESLA INC COM 88160R101   608,756 4,942 SH   SOLE   4,942 0 0
TESLA INC CALL 88160R901   332,586 2,700 SH Call SOLE   2,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,195,809 2,255 SH   SOLE   2,255 0 0
VISA INC COM CL A 92826C839   952,319 4,584 SH   SOLE   4,584 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   308,063 1,678 SH   SOLE   1,678 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   4,155,564 26,169 SH   SOLE   26,169 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   2,100,034 27,930 SH   SOLE   27,930 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   228,193 5,437 SH   SOLE   5,437 0 0
ISHARES TR MSCI USA VALUE 46432F388   273,420 3,000 SH   SOLE   3,000 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   533,624 2,618 SH   SOLE   2,618 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,534,160 7,213 SH   SOLE   7,213 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   361,887 7,748 SH   SOLE   7,748 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   227,456 1,067 SH   SOLE   1,067 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   1,246,193 7,154 SH   SOLE   7,154 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   229,410 5,885 SH   SOLE   5,885 0 0
ISHARES TR ESG SCRD S&P MID 46436E551   574,349 17,509 SH   SOLE   17,509 0 0