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   2,460,735 14,923 SH   SOLE   14,923 0 0
ABBVIE INC COM 00287Y109   1,216,346 7,632 SH   SOLE   7,632 0 0
AMBEV SA SPONSORED ADR 02319V103   42,300 15,000 SH   SOLE   15,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   909,859 2,361 SH   SOLE   2,361 0 0
AUTODESK INC COM 052769106   891,757 4,284 SH   SOLE   4,284 0 0
AGRIFY CORP COM NEW 00853E206   3,362 19,779 SH   SOLE   19,779 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,064,977 10,866 SH   SOLE   10,866 0 0
AMGEN INC COM 031162100   368,291 1,523 SH   SOLE   1,523 0 0
AMAZON COM INC COM 023135106   5,755,982 55,726 SH   SOLE   55,726 0 0
AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372   237,783 5,570 SH   SOLE   5,570 0 0
BROADCOM INC COM 11135F101   1,194,714 1,862 SH   SOLE   1,862 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   215,613 4,219 SH   SOLE   4,219 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   1,137,621 15,361 SH   SOLE   15,361 0 0
BOEING CO COM 097023105   1,528,434 7,195 SH   SOLE   7,195 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   251,487 3,406 SH   SOLE   3,406 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,109,092 3,592 SH   SOLE   3,592 0 0
CANO HEALTH INC COM CL A 13781Y103   64,059 70,395 SH   SOLE   70,395 0 0
CANO HEALTH INC *W EXP 06/03/202 13781Y111   3,765 23,529 SH   SOLE   23,529 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   787,599 2,202 SH   SOLE   2,202 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817   3,295,505 34,257 SH   SOLE   34,257 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,140,354 2,295 SH   SOLE   2,295 0 0
SALESFORCE INC COM 79466L302   1,090,501 5,459 SH   SOLE   5,459 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308   140,600 37,000 SH   SOLE   37,000 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773   256,339 11,150 SH   SOLE   11,150 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   674,469 15,157 SH   SOLE   15,157 0 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   777,285 31,179 SH   SOLE   31,179 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   399,394 12,392 SH   SOLE   12,392 0 0
DANAHER CORPORATION COM 235851102   858,916 3,408 SH   SOLE   3,408 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   437,798 18,391 SH   SOLE   18,391 0 0
DOXIMITY INC CL A 26622P107   7,627,303 235,556 SH   SOLE   235,556 0 0
DOMINOS PIZZA INC COM 25754A201   836,168 2,535 SH   SOLE   2,535 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   246,925 9,822 SH   SOLE   9,822 0 0
SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106   366,046 9,882 SH   SOLE   9,882 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   345,949 10,989 SH   SOLE   10,989 0 0
ISHARES TR ESG AWARE MSCI 46435U663   414,521 12,195 SH   SOLE   12,195 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   281,844 22,602 SH   SOLE   22,602 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   546,433 10,058 SH   SOLE   10,058 0 0
FISERV INC COM 337738108   1,049,548 9,286 SH   SOLE   9,286 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   489,793 15,140 SH   SOLE   15,140 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,815,205 26,281 SH   SOLE   26,281 0 0
ALPHABET INC CAP STK CL C 02079K107   5,054,002 48,596 SH   SOLE   48,596 0 0
HOME DEPOT INC COM 437076102   917,102 3,108 SH   SOLE   3,108 0 0
HERITAGE INSURANCE HLDGS INC COM 42727J102   83,160 27,000 SH   SOLE   27,000 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   311,298 12,358 SH   SOLE   12,358 0 0
ISHARES TR IBONDS DEC24 ETF 46434VBG4   528,676 21,500 SH   SOLE   21,500 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   532,104 22,614 SH   SOLE   22,614 0 0
ISHARES INC CORE MSCI EMKT 46434G103   373,330 7,652 SH   SOLE   7,652 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   8,655,185 171,254 SH   SOLE   171,254 0 0
ISHARES TR EXPANDED TECH 464287515   7,463,322 24,494 SH   SOLE   24,494 0 0
ISHARES TR CORE S&P MCP ETF 464287507   221,614 886 SH   SOLE   886 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,400,583 3,407 SH   SOLE   3,407 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   66,996 31,161 SH   SOLE   31,161 0 0
LITHIA MTRS INC COM 536797103   768,629 3,357 SH   SOLE   3,357 0 0
LEAFLY HOLDINGS INC COM 52178J105   16,415 41,047 SH   SOLE   41,047 0 0
ISHARES TR IBOXX INV CP ETF 464287242   518,402 4,730 SH   SOLE   4,730 0 0
LEGALZOOM COM INC COM 52466B103   481,044 51,284 SH   SOLE   51,284 0 0
MOODYS CORP COM 615369105   942,285 3,079 SH   SOLE   3,079 0 0
MIMEDX GROUP INC COM 602496101   119,350 35,000 SH   SOLE   35,000 0 0
META PLATFORMS INC CL A 30303M102   1,672,358 7,891 SH   SOLE   7,891 0 0
MSCI INC COM 55354G100   1,094,241 1,955 SH   SOLE   1,955 0 0
MICROSOFT CORP COM 594918104   81,240,592 281,792 SH   SOLE   281,792 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,272,665 4,448 SH   SOLE   4,448 0 0
NETFLIX INC COM 64110L106   1,577,075 4,565 SH   SOLE   4,565 0 0
NEW GOLD INC CDA COM 644535106   22,000 20,000 SH   SOLE   20,000 0 0
NIKE INC CL B 654106103   955,229 7,789 SH   SOLE   7,789 0 0
NVIDIA CORPORATION COM 67066G104   1,746,384 6,287 SH   SOLE   6,287 0 0
NVR INC COM 62944T105   1,149,002 206 SH   SOLE   206 0 0
REALTY INCOME CORP COM 756109104   351,875 5,557 SH   SOLE   5,557 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,099,870 3,227 SH   SOLE   3,227 0 0
ISHARES TR PFD AND INCM SEC 464288687   5,479,118 175,500 SH   SOLE   175,500 0 0
GLOBAL X FDS US PFD ETF 37954Y657   4,341,522 218,606 SH   SOLE   218,606 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   156,359 18,504 SH   SOLE   18,504 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,445,591 4,504 SH   SOLE   4,504 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   2,948,790 23,768 SH   SOLE   23,768 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   3,410,374 81,335 SH   SOLE   81,335 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   3,479,315 141,897 SH   SOLE   141,897 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   3,027,842 87,007 SH   SOLE   87,007 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   6,372,137 93,915 SH   SOLE   93,915 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   4,140,447 77,233 SH   SOLE   77,233 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   18,647,463 385,517 SH   SOLE   385,517 0 0
SHOPIFY INC CL A 82509L107   207,971 4,338 SH   SOLE   4,338 0 0
S&P GLOBAL INC COM 78409V104   883,337 2,562 SH   SOLE   2,562 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   2,630,420 79,134 SH   SOLE   79,134 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,271,521 52,848 SH   SOLE   52,848 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   907,414 1,574 SH   SOLE   1,574 0 0
TESLA INC COM 88160R101   1,014,687 4,891 SH   SOLE   4,891 0 0
TESLA INC CALL 88160R901   560,142 2,700 SH Call SOLE   2,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,106,015 2,340 SH   SOLE   2,340 0 0
VISA INC COM CL A 92826C839   1,102,124 4,888 SH   SOLE   4,888 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   314,907 1,661 SH   SOLE   1,661 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   5,712,787 35,984 SH   SOLE   35,984 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   3,080,443 38,400 SH   SOLE   38,400 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   2,017,155 26,461 SH   SOLE   26,461 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   252,149 5,582 SH   SOLE   5,582 0 0
ISHARES TR MSCI USA VALUE 46432F388   557,987 6,026 SH   SOLE   6,026 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   677,322 3,211 SH   SOLE   3,211 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,357,055 6,268 SH   SOLE   6,268 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   314,092 6,200 SH   SOLE   6,200 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   393,728 8,234 SH   SOLE   8,234 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   205,289 823 SH   SOLE   823 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   1,313,660 7,032 SH   SOLE   7,032 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   221,980 5,495 SH   SOLE   5,495 0 0
ISHARES TR ESG SCRD S&P MID 46436E551   633,708 18,644 SH   SOLE   18,644 0 0