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
AMAZON COM INC COM 023135106   9,821,129 77,259 SH   SOLE   0 0 77,259
APPLE INC COM 037833100   33,151,391 193,630 SH   SOLE   0 0 193,630
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,066,019 3,043 SH   SOLE   0 0 3,043
BOEING CO COM 097023105   1,022,119 5,332 SH   SOLE   0 0 5,332
BRISTOL-MYERS SQUIBB CO COM 110122108   258,394 4,452 SH   SOLE   0 0 4,452
CHEVRON CORP NEW COM 166764100   1,144,432 6,787 SH   SOLE   0 0 6,787
ENTERPRISE PRODS PARTNERS L COM 293792107   263,868 9,641 SH   SOLE   0 0 9,641
HOME DEPOT INC COM 437076102   450,913 1,492 SH   SOLE   0 0 1,492
HONEYWELL INTL INC COM 438516106   211,822 1,147 SH   SOLE   0 0 1,147
INTERNATIONAL BUSINESS MACHS COM 459200101   1,225,692 8,736 SH   SOLE   0 0 8,736
ISHARES TR CORE S&P500 ETF 464287200   739,490 1,722 SH   SOLE   0 0 1,722
ISHARES TR S&P 500 GRWT ETF 464287309   975,804 14,262 SH   SOLE   0 0 14,262
ISHARES TR CORE S&P MCP ETF 464287507   8,038,133 32,236 SH   SOLE   0 0 32,236
ISHARES TR EXPANDED TECH 464287515   296,480 869 SH   SOLE   0 0 869
ISHARES TR RUS 1000 GRW ETF 464287614   365,772 1,375 SH   SOLE   0 0 1,375
ISHARES TR RUSSELL 2000 ETF 464287655   3,013,158 17,049 SH   SOLE   0 0 17,049
ISHARES TR MSCI ACWI ETF 464288257   3,595,320 38,923 SH   SOLE   0 0 38,923
ISHARES TR NATIONAL MUN ETF 464288414   980,042 9,558 SH   SOLE   0 0 9,558
ISHARES TR U.S. MED DVC ETF 464288810   274,699 5,664 SH   SOLE   0 0 5,664
JOHNSON & JOHNSON COM 478160104   441,986 2,838 SH   SOLE   0 0 2,838
ELI LILLY & CO COM 532457108   823,066 1,532 SH   SOLE   0 0 1,532
MCDONALDS CORP COM 580135101   555,714 2,109 SH   SOLE   0 0 2,109
MICROSOFT CORP COM 594918104   10,807,050 34,227 SH   SOLE   0 0 34,227
PEPSICO INC COM 713448108   343,584 2,028 SH   SOLE   0 0 2,028
PIONEER MUNICIPAL HIGH INCOM COM SHS 723763108   98,732 13,656 SH   SOLE   0 0 13,656
PROCTER AND GAMBLE CO COM 742718109   419,217 2,874 SH   SOLE   0 0 2,874
SHELL PLC SPON ADS 780259305   260,457 4,046 SH   SOLE   0 0 4,046
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   245,728 3,473 SH   SOLE   0 0 3,473
SNOWFLAKE INC CL A 833445109   5,847,251 38,275 SH   SOLE   0 0 38,275
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   7,155,127 46,049 SH   SOLE   0 0 46,049
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   398,161 5,706 SH   SOLE   0 0 5,706
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   400,411 3,875 SH   SOLE   0 0 3,875
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   756,146 1,926 SH   SOLE   0 0 1,926
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   304,858 2,127 SH   SOLE   0 0 2,127
VANGUARD INDEX FDS GROWTH ETF 922908736   17,175,043 63,072 SH   SOLE   0 0 63,072
VANGUARD INDEX FDS VALUE ETF 922908744   8,111,743 58,811 SH   SOLE   0 0 58,811
VANGUARD INDEX FDS TOTAL STK MKT 922908769   392,589 1,848 SH   SOLE   0 0 1,848
INVESCO QQQ TR UNIT SER 1 46090E103   544,839 1,521 SH   SOLE   0 0 1,521
ABBVIE INC COM 00287Y109   466,576 3,130 SH   SOLE   0 0 3,130
ADOBE INC COM 00724F101   212,118 416 SH   SOLE   0 0 416
ALPHABET INC CAP STK CL C 02079K107   1,293,760 9,812 SH   SOLE   0 0 9,812
ALPHABET INC CAP STK CL A 02079K305   2,065,047 15,781 SH   SOLE   0 0 15,781
BLACKSTONE INC COM 09260D107   1,332,091 12,433 SH   SOLE   0 0 12,433
BROADCOM INC COM 11135F101   697,539 840 SH   SOLE   0 0 840
COSTCO WHSL CORP NEW COM 22160K105   365,630 647 SH   SOLE   0 0 647
DUKE ENERGY CORP NEW COM NEW 26441C204   301,388 3,415 SH   SOLE   0 0 3,415
EXXON MOBIL CORP COM 30231G102   3,286,089 27,948 SH   SOLE   0 0 27,948
META PLATFORMS INC CL A 30303M102   591,202 1,969 SH   SOLE   0 0 1,969
INVESCO MUN OPPORTUNITY TR COM 46132C107   103,446 12,569 SH   SOLE   0 0 12,569
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,044,977 7,375 SH   SOLE   0 0 7,375
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613   391,120 12,292 SH   SOLE   0 0 12,292
ISHARES TR MSCI USA MIN VOL 46429B697   224,739 3,105 SH   SOLE   0 0 3,105
ISHARES TR CORE DIV GRWTH 46434V621   6,342,540 128,055 SH   SOLE   0 0 128,055
ISHARES TR BLACKROCK ULTRA 46434V878   310,356 6,160 SH   SOLE   0 0 6,160
ISHARES TR ESG AWR US AGRGT 46435U549   576,169 12,719 SH   SOLE   0 0 12,719
ISHARES TR ESG ADV TTL USD 46436E619   460,252 11,267 SH   SOLE   0 0 11,267
ISHARES TR ESG MSCI USA ETF 46436E767   400,132 11,544 SH   SOLE   0 0 11,544
JPMORGAN CHASE & CO COM 46625H100   788,689 5,438 SH   SOLE   0 0 5,438
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   8,960,290 167,294 SH   SOLE   0 0 167,294
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   2,341,168 46,406 SH   SOLE   0 0 46,406
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   10,821,387 215,651 SH   SOLE   0 0 215,651
MASTERCARD INCORPORATED CL A 57636Q104   868,237 2,193 SH   SOLE   0 0 2,193
MERCK & CO INC COM 58933Y105   245,225 2,382 SH   SOLE   0 0 2,382
MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205   2,490,207 46,795 SH   SOLE   0 0 46,795
MORGAN STANLEY ETF TRUST CALVERT US MDCP 61774R403   455,969 9,581 SH   SOLE   0 0 9,581
MORGAN STANLEY ETF TRUST CALVERT ULT SHR 61774R601   498,800 9,974 SH   SOLE   0 0 9,974
NEXTERA ENERGY INC COM 65339F101   1,176,727 20,540 SH   SOLE   0 0 20,540
NVIDIA CORPORATION COM 67066G104   755,787 1,737 SH   SOLE   0 0 1,737
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   1,151,746 34,288 SH   SOLE   0 0 34,288
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   787,610 22,619 SH   SOLE   0 0 22,619
NUSHARES ETF TR NUVEEN ESG US 67092P870   552,877 26,203 SH   SOLE   0 0 26,203
PACER FDS TR US CASH COWS 100 69374H881   1,212,998 24,540 SH   SOLE   0 0 24,540
PACIFIC BIOSCIENCES CALIF IN COM 69404D108   200,400 24,000 SH   SOLE   0 0 24,000
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,491,722 12,847 SH   SOLE   0 0 12,847
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,154,608 12,774 SH   SOLE   0 0 12,774
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   455,899 2,781 SH   SOLE   0 0 2,781
SERVICENOW INC COM 81762P102   429,665 769 SH   SOLE   0 0 769
TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108   126,369 10,782 SH   SOLE   0 0 10,782
TESLA INC COM 88160R101   263,483 1,053 SH   SOLE   0 0 1,053
TEXAS PACIFIC LAND CORPORATI COM 88262P102   1,362,214 747 SH   SOLE   0 0 747
UNITEDHEALTH GROUP INC COM 91324P102   509,784 1,011 SH   SOLE   0 0 1,011
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,022,052 2,962 SH   SOLE   0 0 2,962
VERIZON COMMUNICATIONS INC COM 92343V104   569,427 17,569 SH   SOLE   0 0 17,569
VISA INC COM CL A 92826C839   1,491,171 6,483 SH   SOLE   0 0 6,483
EATON CORP PLC SHS G29183103   534,156 2,504 SH   SOLE   0 0 2,504