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
ABBVIE INC COM 00287Y109   1,011,782 7,510 SH   SOLE   7,510 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,259,639 2,576 SH   SOLE   2,576 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,250,960 10,982 SH   SOLE   10,982 0 0
AGRIFY CORP COM NEW 00853E206   3,727 19,779 SH   SOLE   19,779 0 0
ALPHABET INC CAP STK CL C 02079K107   6,190,882 51,177 SH   SOLE   51,177 0 0
AMAZON COM INC COM 023135106   8,385,853 64,328 SH   SOLE   64,328 0 0
AMERICAN CENTY ETF TR EMERGING MKT VAL 025072372   389,050 8,913 SH   SOLE   8,913 0 0
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   393,089 7,368 SH   SOLE   7,368 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877   1,667,316 21,483 SH   SOLE   21,483 0 0
AMGEN INC COM 031162100   341,499 1,538 SH   SOLE   1,538 0 0
AON PLC SHS CL A G0403H108   1,062,871 3,079 SH   SOLE   3,079 0 0
APPLE INC COM 037833100   2,619,395 13,504 SH   SOLE   13,504 0 0
AUTODESK INC COM 052769106   919,109 4,492 SH   SOLE   4,492 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,237,137 3,628 SH   SOLE   3,628 0 0
BOEING CO COM 097023105   1,528,165 7,237 SH   SOLE   7,237 0 0
BROADCOM INC COM 11135F101   1,373,219 1,583 SH   SOLE   1,583 0 0
CANO HEALTH INC *W EXP 06/03/202 13781Y111   4,944 23,529 SH   SOLE   23,529 0 0
CANO HEALTH INC COM CL A 13781Y103   133,140 95,784 SH   SOLE   95,784 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   1,068,826 2,909 SH   SOLE   2,909 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,297,599 2,410 SH   SOLE   2,410 0 0
CPI AEROSTRUCTURES INC COM NEW 125919308   143,930 37,000 SH   SOLE   37,000 0 0
DANAHER CORPORATION COM 235851102   903,956 3,766 SH   SOLE   3,766 0 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807   426,262 12,976 SH   SOLE   12,976 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773   478,905 20,986 SH   SOLE   20,986 0 0
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   434,948 18,391 SH   SOLE   18,391 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   610,394 22,999 SH   SOLE   22,999 0 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   1,345,395 52,350 SH   SOLE   52,350 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609   681,237 14,685 SH   SOLE   14,685 0 0
DOMINOS PIZZA INC COM 25754A201   925,838 2,747 SH   SOLE   2,747 0 0
DOXIMITY INC CL A 26622P107   7,927,103 233,013 SH   SOLE   233,013 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   294,081 23,156 SH   SOLE   23,156 0 0
GLOBAL X FDS US PFD ETF 37954Y657   3,747,182 193,253 SH   SOLE   193,253 0 0
HOME DEPOT INC COM 437076102   1,051,092 3,384 SH   SOLE   3,384 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,877,937 5,083 SH   SOLE   5,083 0 0
ISHARES INC CORE MSCI EMKT 46434G103   336,295 6,823 SH   SOLE   6,823 0 0
ISHARES INC ESG AWR MSCI EM 46434G863   313,165 9,901 SH   SOLE   9,901 0 0
ISHARES TR CORE S&P MCP ETF 464287507   241,046 922 SH   SOLE   922 0 0
ISHARES TR CORE S&P500 ETF 464287200   2,281,055 5,118 SH   SOLE   5,118 0 0
ISHARES TR EAFE SML CP ETF 464288273   387,239 6,566 SH   SOLE   6,566 0 0
ISHARES TR ESG AWARE MSCI 46435U663   389,869 10,976 SH   SOLE   10,976 0 0
ISHARES TR ESG AWRE 1 5 YR 46435G243   1,563,611 65,396 SH   SOLE   65,396 0 0
ISHARES TR ESG SCRD S&P MID 46436E551   580,588 16,299 SH   SOLE   16,299 0 0
ISHARES TR IBONDS 25 TRM TS 46436E866   675,038 29,185 SH   SOLE   29,185 0 0
ISHARES TR IBONDS DEC2026 46435GAA0   200,552 8,545 SH   SOLE   8,545 0 0
ISHARES TR IBONDS DEC23 ETF 46434VAX8   526,159 20,805 SH   SOLE   20,805 0 0
ISHARES TR IBONDS DEC24 ETF 46434VBG4   730,925 29,688 SH   SOLE   29,688 0 0
ISHARES TR IBONDS DEC25 ETF 46434VBD1   326,863 13,407 SH   SOLE   13,407 0 0
ISHARES TR IBOXX INV CP ETF 464287242   409,205 3,784 SH   SOLE   3,784 0 0
ISHARES TR ISHS 1-5YR INVS 464288646   10,397,089 207,237 SH   SOLE   207,237 0 0
ISHARES TR ISHS 5-10YR INVT 464288638   12,330,484 243,830 SH   SOLE   243,830 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   3,242,588 24,042 SH   SOLE   24,042 0 0
ISHARES TR MSCI USA VALUE 46432F388   794,408 8,470 SH   SOLE   8,470 0 0
ISHARES TR NATIONAL MUN ETF 464288414   604,412 5,663 SH   SOLE   5,663 0 0
ISHARES TR PFD AND INCM SEC 464288687   2,662,219 86,072 SH   SOLE   86,072 0 0
KAYNE ANDERSON ENERGY INFRST COM 486606106   88,552 10,879 SH   SOLE   10,879 0 0
LEAFLY HOLDINGS INC COM 52178J105   11,904 41,047 SH   SOLE   41,047 0 0
LEGALZOOM COM INC COM 52466B103   349,849 28,961 SH   SOLE   28,961 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,105,686 2,811 SH   SOLE   2,811 0 0
META PLATFORMS INC CL A 30303M102   2,313,838 8,063 SH   SOLE   8,063 0 0
MICROSOFT CORP COM 594918104   98,457,671 289,122 SH   SOLE   289,122 0 0
MIMEDX GROUP INC COM 602496101   191,690 29,000 SH   SOLE   29,000 0 0
MONGODB INC CL A 60937P106   242,896 591 SH   SOLE   591 0 0
MOODYS CORP COM 615369105   1,101,281 3,167 SH   SOLE   3,167 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   1,270,985 4,334 SH   SOLE   4,334 0 0
MSCI INC COM 55354G100   959,950 2,046 SH   SOLE   2,046 0 0
NETFLIX INC COM 64110L106   2,029,726 4,608 SH   SOLE   4,608 0 0
NEW GOLD INC CDA COM 644535106   21,600 20,000 SH   SOLE   20,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   101,585 31,161 SH   SOLE   31,161 0 0
NVIDIA CORPORATION COM 67066G104   2,602,142 6,151 SH   SOLE   6,151 0 0
NVR INC COM 62944T105   1,303,167 205 SH   SOLE   205 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,223,365 3,309 SH   SOLE   3,309 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   985,870 1,032 SH   SOLE   1,032 0 0
PACER FDS TR US CASH COWS 100 69374H881   268,024 5,599 SH   SOLE   5,599 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   251,857 16,429 SH   SOLE   16,429 0 0
PIMCO ETF TR INV GRD CRP BD 72201R817   3,665,672 38,647 SH   SOLE   38,647 0 0
REALTY INCOME CORP COM 756109104   333,632 5,580 SH   SOLE   5,580 0 0
S&P GLOBAL INC COM 78409V104   1,099,630 2,743 SH   SOLE   2,743 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706   3,032,596 123,126 SH   SOLE   123,126 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   3,382,467 94,880 SH   SOLE   94,880 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   215,781 2,971 SH   SOLE   2,971 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   20,799,655 397,167 SH   SOLE   397,167 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   7,033,476 99,021 SH   SOLE   99,021 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   3,375,227 77,060 SH   SOLE   77,060 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870   4,884,517 93,163 SH   SOLE   93,163 0 0
SERVICENOW INC COM 81762P102   1,049,760 1,868 SH   SOLE   1,868 0 0
SHOPIFY INC CL A 82509L107   253,953 3,931 SH   SOLE   3,931 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,973,733 27,900 SH   SOLE   27,900 0 0
SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106   317,777 8,440 SH   SOLE   8,440 0 0
SPDR SER TR SPDR S&P 500 ETF 78468R796   2,384,634 65,928 SH   SOLE   65,928 0 0
TESLA INC CALL 88160R901   706,779 2,700 PRN Call SOLE   2,700 0 0
TESLA INC COM 88160R101   1,288,694 4,923 SH   SOLE   4,923 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   883,164 1,693 SH   SOLE   1,693 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,185,982 2,468 SH   SOLE   2,468 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   376,675 12,510 SH   SOLE   12,510 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   205,047 725 SH   SOLE   725 0 0
VANGUARD INDEX FDS LARGE CAP ETF 922908637   906,724 4,473 SH   SOLE   4,473 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629   1,068,106 4,851 SH   SOLE   4,851 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   1,697,889 4,169 SH   SOLE   4,169 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611   6,529,724 39,478 SH   SOLE   39,478 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   587,433 2,954 SH   SOLE   2,954 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   358,380 8,810 SH   SOLE   8,810 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   357,444 7,538 SH   SOLE   7,538 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   313,063 6,234 SH   SOLE   6,234 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,468,596 19,410 SH   SOLE   19,410 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   225,055 4,873 SH   SOLE   4,873 0 0
VISA INC COM CL A 92826C839   1,133,678 4,774 SH   SOLE   4,774 0 0
WISDOMTREE TR ITL HDG QTLY DIV 97717X594   201,890 5,026 SH   SOLE   5,026 0 0