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
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 321,104 1,807 SH   SOLE   0 0 1,807
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 286,709 815 SH   SOLE   0 0 815
ADOBE INC COM 00724F101 BBG001S5NCQ5 209,444 471 SH   SOLE   0 0 471
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 00888H687 BBG01J051XY4 2,448,155 84,696 SH   SOLE   0 0 84,696
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,823,746 14,882 SH   SOLE   0 0 14,882
AMAZON COM INC COM 023135106 BBG001S5PQL7 2,001,934 9,125 SH   SOLE   0 0 9,125
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 BBG01L6XYQ08 308,761 4,145 SH   SOLE   0 0 4,145
APPLE INC COM 037833100 BBG001S5N8V8 6,942,802 27,725 SH   SOLE   0 0 27,725
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 286,875 980 SH   SOLE   0 0 980
BANK AMERICA CORP 7.25%CNV PFD L 060505682   365,775 300 SH   SOLE   0 0 300
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 373,971 8,509 SH   SOLE   0 0 8,509
BARNES GROUP INC COM 067806109 BBG001S5P0S7 321,226 6,797 SH   SOLE   0 0 6,797
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3,405,493 7,513 SH   SOLE   0 0 7,513
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 233,725 228 SH   SOLE   0 0 228
BLACKSTONE INC COM 09260D107 BBG001S7H949 514,284 2,983 SH   SOLE   0 0 2,983
BLOCK H & R INC COM 093671105 BBG001S5S031 220,554 4,174 SH   SOLE   0 0 4,174
BROADCOM INC COM 11135F101 BBG00KHY5SY8 728,453 3,142 SH   SOLE   0 0 3,142
CATERPILLAR INC COM 149123101 BBG001S5PJ06 479,908 1,323 SH   SOLE   0 0 1,323
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 232,333 1,604 SH   SOLE   0 0 1,604
CISCO SYS INC COM 17275R102 BBG001S6HC62 737,889 12,464 SH   SOLE   0 0 12,464
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 423,103 1,704 SH   SOLE   0 0 1,704
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 419,652 458 SH   SOLE   0 0 458
EATON CORP PLC SHS G29183103 BBG001S5QZ45 218,039 657 SH   SOLE   0 0 657
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 219,088 2,037 SH   SOLE   0 0 2,037
FEDEX CORP COM 31428X106 BBG001S5R3M5 267,264 950 SH   SOLE   0 0 950
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 BBG009K1H2W7 501,064 7,897 SH   SOLE   0 0 7,897
GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 227,080 800 SH   SOLE   0 0 800
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 462,231 1,540 SH   SOLE   0 0 1,540
HOME DEPOT INC COM 437076102 BBG001S5RTW7 497,518 1,279 SH   SOLE   0 0 1,279
INDEPENDENCE RLTY TR INC COM 45378A106 BBG004Q00LJ5 198,400 10,000 SH   SOLE   0 0 10,000
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 395,694 1,800 SH   SOLE   0 0 1,800
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 505,221 988 SH   SOLE   0 0 988
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1,766,130 20,224 SH   SOLE   0 0 20,224
ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 351,717 4,591 SH   SOLE   0 0 4,591
ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 448,515 7,443 SH   SOLE   0 0 7,443
ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 222,135 3,565 SH   SOLE   0 0 3,565
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 464,469 789 SH   SOLE   0 0 789
ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 331,107 3,417 SH   SOLE   0 0 3,417
ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 23,452,218 219,508 SH   SOLE   0 0 219,508
ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 2,097,421 27,740 SH   SOLE   0 0 27,740
ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1,081,208 25,854 SH   SOLE   0 0 25,854
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 727,310 6,826 SH   SOLE   0 0 6,826
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 525,142 16,703 SH   SOLE   0 0 16,703
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1,786,377 5,545 SH   SOLE   0 0 5,545
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 18,780,717 46,767 SH   SOLE   0 0 46,767
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 18,988,262 102,567 SH   SOLE   0 0 102,567
ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 202,422 1,233 SH   SOLE   0 0 1,233
ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 6,365,596 72,009 SH   SOLE   0 0 72,009
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 13,504,905 61,119 SH   SOLE   0 0 61,119
ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 350,522 1,836 SH   SOLE   0 0 1,836
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 530,518 9,092 SH   SOLE   0 0 9,092
ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 7,880,275 342,919 SH   SOLE   0 0 342,919
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 359,673 2,487 SH   SOLE   0 0 2,487
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 580,239 2,421 SH   SOLE   0 0 2,421
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 BBG001T9BTS0 250,826 4,729 SH   SOLE   0 0 4,729
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 213,144 4,150 SH   SOLE   0 0 4,150
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 290,080 2,240 SH   SOLE   0 0 2,240
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 201,520 415 SH   SOLE   0 0 415
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 383,264 1,374 SH   SOLE   0 0 1,374
MCDONALDS CORP COM 580135101 BBG001S5T110 412,879 1,424 SH   SOLE   0 0 1,424
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 321,635 564 SH   SOLE   0 0 564
MERCK & CO INC COM 58933Y105 BBG001S5TC52 430,092 4,323 SH   SOLE   0 0 4,323
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,223,514 3,798 SH   SOLE   0 0 3,798
MICROSOFT CORP COM 594918104 BBG001S5TD05 2,856,780 6,778 SH   SOLE   0 0 6,778
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 6,442,842 47,977 SH   SOLE   0 0 47,977
PACCAR INC COM 693718108 BBG001S5V1S8 248,296 2,387 SH   SOLE   0 0 2,387
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 567,715 3,120 SH   SOLE   0 0 3,120
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 513,478 4,267 SH   SOLE   0 0 4,267
PINTEREST INC CL A 72352L106 BBG002583CW7 267,931 9,239 SH   SOLE   0 0 9,239
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 470,953 2,809 SH   SOLE   0 0 2,809
QUEST DIAGNOSTICS INC COM 74834L100 BBG001S9GX43 205,622 1,363 SH   SOLE   0 0 1,363
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 259,992 6,781 SH   SOLE   0 0 6,781
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 279,906 3,782 SH   SOLE   0 0 3,782
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 380,863 20,587 SH   SOLE   0 0 20,587
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 340,592 14,693 SH   SOLE   0 0 14,693
SERVICENOW INC COM 81762P102 BBG001T4JFC0 6,311,954 5,954 SH   SOLE   0 0 5,954
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 891,038 3,680 SH   SOLE   0 0 3,680
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 63,732,787 108,744 SH   SOLE   0 0 108,744
STARBUCKS CORP COM 855244109 BBG001S72KH6 385,459 4,224 SH   SOLE   0 0 4,224
TESLA INC COM 88160R101 BBG001SQKGD7 342,456 848 SH   SOLE   0 0 848
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 11,509,058 91,269 SH   SOLE   0 0 91,269
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 374,550 740 SH   SOLE   0 0 740
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 BBG002XRNHT5 3,900,248 42,063 SH   SOLE   0 0 42,063
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 256,700 1,060 SH   SOLE   0 0 1,060
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 385,078 938 SH   SOLE   0 0 938
VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 715,103 2,707 SH   SOLE   0 0 2,707
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 1,085,886 2,015 SH   SOLE   0 0 2,015
VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1,525,633 5,264 SH   SOLE   0 0 5,264
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 BBG001T62MC8 8,221,420 148,535 SH   SOLE   0 0 148,535
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 322,837 4,756 SH   SOLE   0 0 4,756
VISA INC COM CL A 92826C839 BBG001SRCFY3 442,350 1,400 SH   SOLE   0 0 1,400
WALMART INC COM 931142103 BBG001S5XH92 234,144 2,592 SH   SOLE   0 0 2,592
WELLS FARGO CO NEW PERP PFD CNV A 949746804   359,487 301 SH   SOLE   0 0 301