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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 15,024 84,611 SH   SOLE   0 0 84,611
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8,442 115,297 SH   SOLE   0 0 115,297
SPRINKLR INC CL A 85208T107 6,193 390,211 SH   SOLE   0 0 390,211
ISHARES TR CORE S&P500 ETF 464287200 5,501 11,532 SH   SOLE   0 0 11,532
AMAZON COM INC COM 023135106 5,155 1,546 SH   SOLE   0 0 1,546
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4,831 29,501 SH   SOLE   0 0 29,501
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4,055 39,601 SH   SOLE   0 0 39,601
HOME DEPOT INC COM 437076102 3,564 8,588 SH   SOLE   0 0 8,588
META PLATFORMS INC CL A 30303M102 3,432 10,204 SH   SOLE   0 0 10,204
VANGUARD INDEX FDS VALUE ETF 922908744 3,154 21,440 SH   SOLE   0 0 21,440
NVIDIA CORPORATION COM 67066G104 3,153 10,722 SH   SOLE   0 0 10,722
THE TRADE DESK INC COM CL A 88339J105 2,816 30,730 SH   SOLE   0 0 30,730
ISHARES TR RUS 1000 GRW ETF 464287614 2,785 9,113 SH   SOLE   0 0 9,113
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,744 24,111 SH   SOLE   0 0 24,111
ISHARES TR RUSSELL 2000 ETF 464287655 2,730 12,270 SH   SOLE   0 0 12,270
MICROSOFT CORP COM 594918104 2,647 7,870 SH   SOLE   0 0 7,870
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,544 5,356 SH   SOLE   0 0 5,356
VEEVA SYS INC CL A COM 922475108 2,510 9,825 SH   SOLE   0 0 9,825
ROPER TECHNOLOGIES INC COM 776696106 2,203 4,479 SH   SOLE   0 0 4,479
ALPHABET INC CAP STK CL C 02079K107 2,121 733 SH   SOLE   0 0 733
ISHARES TR RUS 1000 ETF 464287622 1,957 7,400 SH   SOLE   0 0 7,400
ALPHABET INC CAP STK CL A 02079K305 1,900 656 SH   SOLE   0 0 656
VISA INC COM CL A 92826C839 1,835 8,469 SH   SOLE   0 0 8,469
JPMORGAN CHASE & CO COM 46625H100 1,764 11,139 SH   SOLE   0 0 11,139
EDWARDS LIFESCIENCES CORP COM 28176E108 1,570 12,122 SH   SOLE   0 0 12,122
JOHNSON & JOHNSON COM 478160104 1,463 8,550 SH   SOLE   0 0 8,550
DISNEY WALT CO COM 254687106 1,460 9,429 SH   SOLE   0 0 9,429
SALESFORCE COM INC COM 79466L302 1,394 5,484 SH   SOLE   0 0 5,484
INTUITIVE SURGICAL INC COM NEW 46120E602 1,261 3,509 SH   SOLE   0 0 3,509
ISHARES TR RUS MID CAP ETF 464287499 1,216 14,643 SH   SOLE   0 0 14,643
UNITED PARCEL SERVICE INC CL B 911312106 1,139 5,315 SH   SOLE   0 0 5,315
STARBUCKS CORP COM 855244109 1,037 8,868 SH   SOLE   0 0 8,868
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,019 3,407 SH   SOLE   0 0 3,407
ULTA BEAUTY INC COM 90384S303 1,003 2,432 SH   SOLE   0 0 2,432
QUALCOMM INC COM 747525103 991 5,421 SH   SOLE   0 0 5,421
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 942 8,401 SH   SOLE   0 0 8,401
WORKDAY INC CL A 98138H101 936 3,427 SH   SOLE   0 0 3,427
ORACLE CORP COM 68389X105 853 9,777 SH   SOLE   0 0 9,777
ROKU INC COM CL A 77543R102 810 3,548 SH   SOLE   0 0 3,548
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 758 4,657 SH   SOLE   0 0 4,657
ILLUMINA INC COM 452327109 751 1,973 SH   SOLE   0 0 1,973
AUTODESK INC COM 052769106 745 2,648 SH   SOLE   0 0 2,648
BOEING CO COM 097023105 714 3,545 SH   SOLE   0 0 3,545
FORTINET INC COM 34959E109 675 1,877 SH   SOLE   0 0 1,877
SERVICENOW INC COM 81762P102 666 1,026 SH   SOLE   0 0 1,026
SOUTHERN CO COM 842587107 657 9,582 SH   SOLE   0 0 9,582
CISCO SYS INC COM 17275R102 650 10,253 SH   SOLE   0 0 10,253
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 644 5,551 SH   SOLE   0 0 5,551
PFIZER INC COM 717081103 583 9,865 SH   SOLE   0 0 9,865
DEERE & CO COM 244199105 581 1,696 SH   SOLE   0 0 1,696
VANGUARD INDEX FDS MID CAP ETF 922908629 567 2,227 SH   SOLE   0 0 2,227
MONSTER BEVERAGE CORP NEW COM 61174X109 567 5,903 SH   SOLE   0 0 5,903
ABBOTT LABS COM 002824100 529 3,759 SH   SOLE   0 0 3,759
HUBSPOT INC COM 443573100 525 796 SH   SOLE   0 0 796
REGENERON PHARMACEUTICALS COM 75886F107 512 810 SH   SOLE   0 0 810
LULULEMON ATHLETICA INC COM 550021109 512 1,307 SH   SOLE   0 0 1,307
PROCTER AND GAMBLE CO COM 742718109 505 3,085 SH   SOLE   0 0 3,085
NOVARTIS AG SPONSORED ADR 66987V109 497 5,685 SH   SOLE   0 0 5,685
ISHARES TR RUS 2000 VAL ETF 464287630 495 2,980 SH   SOLE   0 0 2,980
COSTCO WHSL CORP NEW COM 22160K105 487 857 SH   SOLE   0 0 857
TWILIO INC CL A 90138F102 483 1,833 SH   SOLE   0 0 1,833
ADOBE SYSTEMS INCORPORATED COM 00724F101 482 850 SH   SOLE   0 0 850
VANGUARD STAR FDS VG TL INTL STK F 921909768 476 7,494 SH   SOLE   0 0 7,494
ISHARES TR CORE S&P US VLU 464287663 474 6,208 SH   SOLE   0 0 6,208
DIGITALOCEAN HLDGS INC COM 25402D102 474 5,902 SH   SOLE   0 0 5,902
BK OF AMERICA CORP COM 060505104 473 10,622 SH   SOLE   0 0 10,622
VERTEX PHARMACEUTICALS INC COM 92532F100 453 2,064 SH   SOLE   0 0 2,064
INSULET CORP COM 45784P101 446 1,675 SH   SOLE   0 0 1,675
ISHARES TR CORE DIV GRWTH 46434V621 425 7,643 SH   SOLE   0 0 7,643
EXPEDITORS INTL WASH INC COM 302130109 421 3,136 SH   SOLE   0 0 3,136
COMCAST CORP NEW CL A 20030N101 414 8,220 SH   SOLE   0 0 8,220
TARGET CORP COM 87612E106 410 1,771 SH   SOLE   0 0 1,771
BROADCOM INC COM 11135F101 406 610 SH   SOLE   0 0 610
PAYPAL HLDGS INC COM 70450Y103 384 2,038 SH   SOLE   0 0 2,038
TRUIST FINL CORP COM 89832Q109 371 6,342 SH   SOLE   0 0 6,342
CHEVRON CORP NEW COM 166764100 371 3,164 SH   SOLE   0 0 3,164
PHILIP MORRIS INTL INC COM 718172109 367 3,859 SH   SOLE   0 0 3,859
ISHARES TR MSCI EMG MKT ETF 464287234 363 7,435 SH   SOLE   0 0 7,435
LOWES COS INC COM 548661107 362 1,400 SH   SOLE   0 0 1,400
ATLANTIC CAP BANCSHARES INC COM 048269203 360 12,500 SH   SOLE   0 0 12,500
MORGAN STANLEY COM NEW 617446448 356 3,629 SH   SOLE   0 0 3,629
NEXTERA ENERGY INC COM 65339F101 345 3,697 SH   SOLE   0 0 3,697
GOLDMAN SACHS GROUP INC COM 38141G104 343 897 SH   SOLE   0 0 897
FACTSET RESH SYS INC COM 303075105 330 680 SH   SOLE   0 0 680
ISHARES TR U.S. TECH ETF 464287721 329 2,865 SH   SOLE   0 0 2,865
EXXON MOBIL CORP COM 30231G102 307 5,021 SH   SOLE   0 0 5,021
NIKE INC CL B 654106103 306 1,838 SH   SOLE   0 0 1,838
ABBVIE INC COM 00287Y109 298 2,202 SH   SOLE   0 0 2,202
MASTERCARD INCORPORATED CL A 57636Q104 297 827 SH   SOLE   0 0 827
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 286 656 SH   SOLE   0 0 656
CHUBB LIMITED COM H1467J104 285 1,474 SH   SOLE   0 0 1,474
JOHNSON CTLS INTL PLC SHS G51502105 281 3,451 SH   SOLE   0 0 3,451
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 280 2,360 SH   SOLE   0 0 2,360
MERCK & CO INC COM 58933Y105 261 3,402 SH   SOLE   0 0 3,402
YUM BRANDS INC COM 988498101 259 1,868 SH   SOLE   0 0 1,868
ISHARES TR RUSSELL 3000 ETF 464287689 255 918 SH   SOLE   0 0 918
MEDTRONIC PLC SHS G5960L103 254 2,452 SH   SOLE   0 0 2,452
LILLY ELI & CO COM 532457108 252 913 SH   SOLE   0 0 913
VANGUARD INDEX FDS GROWTH ETF 922908736 248 773 SH   SOLE   0 0 773
COLGATE PALMOLIVE CO COM 194162103 244 2,859 SH   SOLE   0 0 2,859
SPDR SER TR DJ REIT ETF 78464A607 241 1,974 SH   SOLE   0 0 1,974
SEI INVTS CO COM 784117103 233 3,818 SH   SOLE   0 0 3,818
SCHLUMBERGER LTD COM STK 806857108 226 7,554 SH   SOLE   0 0 7,554
BCE INC COM NEW 05534B760 224 4,306 SH   SOLE   0 0 4,306
AMERICAN INTL GROUP INC COM NEW 026874784 222 3,903 SH   SOLE   0 0 3,903
UNITEDHEALTH GROUP INC COM 91324P102 222 442 SH   SOLE   0 0 442
NOVO-NORDISK A S ADR 670100205 220 1,963 SH   SOLE   0 0 1,963
RAYTHEON TECHNOLOGIES CORP COM 75513E101 217 2,523 SH   SOLE   0 0 2,523
CONOCOPHILLIPS COM 20825C104 212 2,930 SH   SOLE   0 0 2,930
INTEL CORP COM 458140100 210 4,085 SH   SOLE   0 0 4,085
ISHARES TR MSCI EAFE MIN VL 46429B689 204 2,664 SH   SOLE   0 0 2,664