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 BBG0025Y4RZ3 299,163 2,007 SH   SOLE   0 0 2,007
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 221,426 721 SH   SOLE   0 0 721
ADOBE INC COM 00724F101 BBG001S5NCQ5 244,242 479 SH   SOLE   0 0 479
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,027,465 15,448 SH   SOLE   0 0 15,448
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,147,894 9,030 SH   SOLE   0 0 9,030
APPLE INC COM 037833100 BBG001S5N8V8 4,712,697 27,526 SH   SOLE   0 0 27,526
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 262,713 1,092 SH   SOLE   0 0 1,092
BAIDU INC SPON ADR REP A 056752108 BBG001SNBKD5 220,603 1,642 SH   SOLE   0 0 1,642
BANK AMERICA CORP 7.25%CNV PFD L 060505682   282,501 254 SH   SOLE   0 0 254
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 244,120 8,916 SH   SOLE   0 0 8,916
BARNES GROUP INC COM 067806109 BBG001S5P0S7 230,894 6,797 SH   SOLE   0 0 6,797
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,631,804 7,513 SH   SOLE   0 0 7,513
BLACKSTONE INC COM 09260D107 BBG001S7H949 340,273 3,176 SH   SOLE   0 0 3,176
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 212,833 3,667 SH   SOLE   0 0 3,667
BROADCOM INC COM 11135F101 BBG00KHY5SY8 254,988 307 SH   SOLE   0 0 307
CATERPILLAR INC COM 149123101 BBG001S5PJ06 374,381 1,371 SH   SOLE   0 0 1,371
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 275,412 1,633 SH   SOLE   0 0 1,633
CISCO SYS INC COM 17275R102 BBG001S6HC62 984,144 18,306 SH   SOLE   0 0 18,306
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 263,230 3,506 SH   SOLE   0 0 3,506
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 411,291 728 SH   SOLE   0 0 728
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 206,915 834 SH   SOLE   0 0 834
DOLLAR TREE INC COM 256746108 BBG001S6ZGL6 233,019 2,189 SH   SOLE   0 0 2,189
EATON CORP PLC SHS G29183103 BBG001S5QZ45 242,286 1,136 SH   SOLE   0 0 1,136
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 258,041 2,195 SH   SOLE   0 0 2,195
FEDEX CORP COM 31428X106 BBG001S5R3M5 265,980 1,004 SH   SOLE   0 0 1,004
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 BBG009K1H2W7 358,715 7,896 SH   SOLE   0 0 7,896
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 227,930 1,000 SH   SOLE   0 0 1,000
GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 338,499 8,704 SH   SOLE   0 0 8,704
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 409,065 1,663 SH   SOLE   0 0 1,663
HERSHEY CO COM 427866108 BBG001S5S148 220,088 1,100 SH   SOLE   0 0 1,100
HOME DEPOT INC COM 437076102 BBG001S5RTW7 393,110 1,301 SH   SOLE   0 0 1,301
INDEPENDENCE RLTY TR INC COM 45378A106 BBG004Q00LJ5 140,700 10,000 SH   SOLE   0 0 10,000
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 238,510 1,700 SH   SOLE   0 0 1,700
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 350,721 979 SH   SOLE   0 0 979
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 2,111,532 23,808 SH   SOLE   0 0 23,808
ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 291,804 5,321 SH   SOLE   0 0 5,321
ISHARES TR CONV BD ETF 46435G102 BBG009BKDMM6 547,299 7,375 SH   SOLE   0 0 7,375
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 208,941 2,215 SH   SOLE   0 0 2,215
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 232,322 541 SH   SOLE   0 0 541
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 299,517 3,185 SH   SOLE   0 0 3,185
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 17,560,601 172,129 SH   SOLE   0 0 172,129
ISHARES TR MSCI AC ASIA ETF 464288182 BBG001T2V2D8 210,023 3,307 SH   SOLE   0 0 3,307
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1,790,679 25,982 SH   SOLE   0 0 25,982
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 608,181 16,026 SH   SOLE   0 0 16,026
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 884,818 8,629 SH   SOLE   0 0 8,629
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 2,322,153 77,020 SH   SOLE   0 0 77,020
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1,545,473 6,579 SH   SOLE   0 0 6,579
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 11,222,235 42,190 SH   SOLE   0 0 42,190
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 12,334,780 81,246 SH   SOLE   0 0 81,246
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 6,211,681 89,699 SH   SOLE   0 0 89,699
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 8,726,501 49,375 SH   SOLE   0 0 49,375
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 273,987 1,781 SH   SOLE   0 0 1,781
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 546,741 11,273 SH   SOLE   0 0 11,273
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 531,769 3,414 SH   SOLE   0 0 3,414
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 350,240 2,415 SH   SOLE   0 0 2,415
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 299,747 5,977 SH   SOLE   0 0 5,977
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 210,039 4,582 SH   SOLE   0 0 4,582
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 205,109 2,470 SH   SOLE   0 0 2,470
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 306,240 1,558 SH   SOLE   0 0 1,558
MCDONALDS CORP COM 580135101 BBG001S5T110 436,500 1,657 SH   SOLE   0 0 1,657
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 264,980 609 SH   SOLE   0 0 609
MERCK & CO INC COM 58933Y105 BBG001S5TC52 699,679 6,796 SH   SOLE   0 0 6,796
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 904,233 3,012 SH   SOLE   0 0 3,012
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,135,249 6,762 SH   SOLE   0 0 6,762
NIKE INC CL B 654106103 BBG001S6NTK2 201,665 2,109 SH   SOLE   0 0 2,109
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,119,929 4,874 SH   SOLE   0 0 4,874
PACCAR INC COM 693718108 BBG001S5V1S8 230,659 2,713 SH   SOLE   0 0 2,713
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 358,693 1,530 SH   SOLE   0 0 1,530
PFIZER INC COM 717081103 BBG001S5V466 255,242 7,695 SH   SOLE   0 0 7,695
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 398,607 4,306 SH   SOLE   0 0 4,306
PINTEREST INC CL A 72352L106 BBG002583CW7 259,812 9,612 SH   SOLE   0 0 9,612
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 265,509 1,820 SH   SOLE   0 0 1,820
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 215,263 3,921 SH   SOLE   0 0 3,921
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 507,305 14,938 SH   SOLE   0 0 14,938
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 243,713 4,816 SH   SOLE   0 0 4,816
SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 99,666 22,050 SH   SOLE   0 0 22,050
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 630,936 3,680 SH   SOLE   0 0 3,680
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 46,820,910 109,528 SH   SOLE   0 0 109,528
STARBUCKS CORP COM 855244109 BBG001S72KH6 439,369 4,814 SH   SOLE   0 0 4,814
TESLA INC COM 88160R101 BBG001SQKGD7 554,988 2,218 SH   SOLE   0 0 2,218
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 25,722,204 165,023 SH   SOLE   0 0 165,023
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 387,258 768 SH   SOLE   0 0 768
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 2,985,442 39,365 SH   SOLE   0 0 39,365
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 208,481 1,438 SH   SOLE   0 0 1,438
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 248,891 914 SH   SOLE   0 0 914
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 543,434 2,610 SH   SOLE   0 0 2,610
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 275,575 702 SH   SOLE   0 0 702
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1,021,426 4,809 SH   SOLE   0 0 4,809
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 283,642 4,583 SH   SOLE   0 0 4,583
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 270,365 1,150 SH   SOLE   0 0 1,150
VISA INC COM CL A 92826C839 BBG001SRCFY3 332,348 1,445 SH   SOLE   0 0 1,445
WELLS FARGO CO NEW PERP PFD CNV A 949746804   328,925 295 SH   SOLE   0 0 295