ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 321104 1807 SH SOLE 0 0 1807 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 286709 815 SH SOLE 0 0 815 ADOBE INC COM 00724F101 BBG001S5NCQ5 209444 471 SH SOLE 0 0 471 AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 00888H687 BBG01J051XY4 2448155 84696 SH SOLE 0 0 84696 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2823746 14882 SH SOLE 0 0 14882 AMAZON COM INC COM 023135106 BBG001S5PQL7 2001934 9125 SH SOLE 0 0 9125 AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 308761 4145 SH SOLE 0 0 4145 APPLE INC COM 037833100 BBG001S5N8V8 6942802 27725 SH SOLE 0 0 27725 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 286875 980 SH SOLE 0 0 980 BANK AMERICA CORP 7.25%CNV PFD L 060505682 365775 300 SH SOLE 0 0 300 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 373971 8509 SH SOLE 0 0 8509 BARNES GROUP INC COM 067806109 BBG001S5P0S7 321226 6797 SH SOLE 0 0 6797 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3405493 7513 SH SOLE 0 0 7513 BLACKROCK INC COM 09290D101 BBG01PSW2WR0 233725 228 SH SOLE 0 0 228 BLACKSTONE INC COM 09260D107 BBG001S7H949 514284 2983 SH SOLE 0 0 2983 BLOCK H & R INC COM 093671105 BBG001S5S031 220554 4174 SH SOLE 0 0 4174 BROADCOM INC COM 11135F101 BBG00KHY5SY8 728453 3142 SH SOLE 0 0 3142 CATERPILLAR INC COM 149123101 BBG001S5PJ06 479908 1323 SH SOLE 0 0 1323 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 232333 1604 SH SOLE 0 0 1604 CISCO SYS INC COM 17275R102 BBG001S6HC62 737889 12464 SH SOLE 0 0 12464 COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 423103 1704 SH SOLE 0 0 1704 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 419652 458 SH SOLE 0 0 458 EATON CORP PLC SHS G29183103 BBG001S5QZ45 218039 657 SH SOLE 0 0 657 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 219088 2037 SH SOLE 0 0 2037 FEDEX CORP COM 31428X106 BBG001S5R3M5 267264 950 SH SOLE 0 0 950 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 BBG009K1H2W7 501064 7897 SH SOLE 0 0 7897 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 227080 800 SH SOLE 0 0 800 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 462231 1540 SH SOLE 0 0 1540 HOME DEPOT INC COM 437076102 BBG001S5RTW7 497518 1279 SH SOLE 0 0 1279 INDEPENDENCE RLTY TR INC COM 45378A106 BBG004Q00LJ5 198400 10000 SH SOLE 0 0 10000 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 395694 1800 SH SOLE 0 0 1800 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 505221 988 SH SOLE 0 0 988 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1766130 20224 SH SOLE 0 0 20224 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 351717 4591 SH SOLE 0 0 4591 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 448515 7443 SH SOLE 0 0 7443 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 222135 3565 SH SOLE 0 0 3565 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 464469 789 SH SOLE 0 0 789 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 331107 3417 SH SOLE 0 0 3417 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 23452218 219508 SH SOLE 0 0 219508 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2097421 27740 SH SOLE 0 0 27740 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1081208 25854 SH SOLE 0 0 25854 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 727310 6826 SH SOLE 0 0 6826 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 525142 16703 SH SOLE 0 0 16703 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1786377 5545 SH SOLE 0 0 5545 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 18780717 46767 SH SOLE 0 0 46767 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 18988262 102567 SH SOLE 0 0 102567 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 202422 1233 SH SOLE 0 0 1233 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 6365596 72009 SH SOLE 0 0 72009 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 13504905 61119 SH SOLE 0 0 61119 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 350522 1836 SH SOLE 0 0 1836 ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 530518 9092 SH SOLE 0 0 9092 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 7880275 342919 SH SOLE 0 0 342919 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 359673 2487 SH SOLE 0 0 2487 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 580239 2421 SH SOLE 0 0 2421 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 250826 4729 SH SOLE 0 0 4729 LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 213144 4150 SH SOLE 0 0 4150 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 290080 2240 SH SOLE 0 0 2240 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 201520 415 SH SOLE 0 0 415 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 383264 1374 SH SOLE 0 0 1374 MCDONALDS CORP COM 580135101 BBG001S5T110 412879 1424 SH SOLE 0 0 1424 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 321635 564 SH SOLE 0 0 564 MERCK & CO INC COM 58933Y105 BBG001S5TC52 430092 4323 SH SOLE 0 0 4323 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2223514 3798 SH SOLE 0 0 3798 MICROSOFT CORP COM 594918104 BBG001S5TD05 2856780 6778 SH SOLE 0 0 6778 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6442842 47977 SH SOLE 0 0 47977 PACCAR INC COM 693718108 BBG001S5V1S8 248296 2387 SH SOLE 0 0 2387 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 567715 3120 SH SOLE 0 0 3120 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 513478 4267 SH SOLE 0 0 4267 PINTEREST INC CL A 72352L106 BBG002583CW7 267931 9239 SH SOLE 0 0 9239 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 470953 2809 SH SOLE 0 0 2809 QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 205622 1363 SH SOLE 0 0 1363 SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 259992 6781 SH SOLE 0 0 6781 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 279906 3782 SH SOLE 0 0 3782 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 380863 20587 SH SOLE 0 0 20587 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 340592 14693 SH SOLE 0 0 14693 SERVICENOW INC COM 81762P102 BBG001T4JFC0 6311954 5954 SH SOLE 0 0 5954 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 891038 3680 SH SOLE 0 0 3680 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 63732787 108744 SH SOLE 0 0 108744 STARBUCKS CORP COM 855244109 BBG001S72KH6 385459 4224 SH SOLE 0 0 4224 TESLA INC COM 88160R101 BBG001SQKGD7 342456 848 SH SOLE 0 0 848 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 11509058 91269 SH SOLE 0 0 91269 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 374550 740 SH SOLE 0 0 740 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 3900248 42063 SH SOLE 0 0 42063 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 256700 1060 SH SOLE 0 0 1060 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 385078 938 SH SOLE 0 0 938 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 715103 2707 SH SOLE 0 0 2707 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1085886 2015 SH SOLE 0 0 2015 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1525633 5264 SH SOLE 0 0 5264 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 8221420 148535 SH SOLE 0 0 148535 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 322837 4756 SH SOLE 0 0 4756 VISA INC COM CL A 92826C839 BBG001SRCFY3 442350 1400 SH SOLE 0 0 1400 WALMART INC COM 931142103 BBG001S5XH92 234144 2592 SH SOLE 0 0 2592 WELLS FARGO CO NEW PERP PFD CNV A 949746804 359487 301 SH SOLE 0 0 301