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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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
ADOBE INC COM 00724F101 BBG001S5NCQ5 5,192,210 8,703 SH   SOLE   0 0 8,703
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 3,116,245 22,890 SH   SOLE   0 0 22,890
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 12,718,495 91,048 SH   SOLE   0 0 91,048
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 517,213 3,670 SH   SOLE   0 0 3,670
AMAZON COM INC COM 023135106 BBG001S5PQL7 7,537,743 49,610 SH   SOLE   0 0 49,610
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 473,033 2,525 SH   SOLE   0 0 2,525
APPLE INC COM 037833100 BBG001S5N8V8 16,535,692 85,886 SH   SOLE   0 0 85,886
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 324,140 2,000 SH   SOLE   0 0 2,000
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 4,445,251 18,875 SH   SOLE   0 0 18,875
AT&T INC COM 00206R102 BBG001S5VWH2 344,561 20,534 SH   SOLE   0 0 20,534
BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 206,691 3,971 SH   SOLE   0 0 3,971
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 8,319,094 23,325 SH   SOLE   0 0 23,325
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 319,250 90 SH   SOLE   0 0 90
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG001S9CFC7 2,531,979 15,167 SH   SOLE   0 0 15,167
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 246,711 1,654 SH   SOLE   0 0 1,654
CISCO SYS INC COM 17275R102 BBG001S6HC62 506,210 10,020 SH   SOLE   0 0 10,020
COCA COLA CO COM 191216100 BBG001S5SMQ8 388,938 6,600 SH   SOLE   0 0 6,600
COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 347,695 4,362 SH   SOLE   0 0 4,362
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 243,192 5,546 SH   SOLE   0 0 5,546
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 619,815 939 SH   SOLE   0 0 939
COUPANG INC CL A 22266T109 BBG00XMJRPR7 589,640 36,420 SH   SOLE   0 0 36,420
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 781,279 3,060 SH   SOLE   0 0 3,060
CVS HEALTH CORP COM 126650100 BBG001S5QBD8 258,120 3,269 SH   SOLE   0 0 3,269
DARDEN RESTAURANTS INC COM 237194105 BBG001S5QM08 1,922,835 11,703 SH   SOLE   0 0 11,703
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 201,261 2,074 SH   SOLE   0 0 2,074
EDWARDS LIFESCIENCES CORP COM 28176E108 BBG001SF2288 236,756 3,105 SH   SOLE   0 0 3,105
ELI LILLY & CO COM 532457108 BBG001S5STL8 1,730,107 2,968 SH   SOLE   0 0 2,968
ETFIS SER TR I VIRTUS REAVES UT 26923G806 BBG00B2VXTZ6 277,205 6,210 SH   SOLE   0 0 6,210
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1,869,105 18,695 SH   SOLE   0 0 18,695
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 217,855 4,270 SH   SOLE   0 0 4,270
FIRST SOLAR INC COM 336433107 BBG001S991Z7 925,144 5,370 SH   SOLE   0 0 5,370
FIRST TR NASDAQ 100 TECH IND SHS 337345102 BBG001SQWVL2 362,872 2,068 SH   SOLE   0 0 2,068
GENUINE PARTS CO COM 372460105 BBG001S5RNH7 279,216 2,016 SH   SOLE   0 0 2,016
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 213,717 554 SH   SOLE   0 0 554
HEICO CORP NEW COM 422806109 BBG001S5RVC4 1,238,675 6,925 SH   SOLE   0 0 6,925
HOME DEPOT INC COM 437076102 BBG001S5RTW7 505,616 1,459 SH   SOLE   0 0 1,459
HYLIION HOLDINGS CORP COMMON STOCK 449109107 BBG00N9MJV02 12,458 15,310 SH   SOLE   0 0 15,310
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 649,621 3,972 SH   SOLE   0 0 3,972
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 2,553,357 6,235 SH   SOLE   0 0 6,235
ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 357,886 5,183 SH   SOLE   0 0 5,183
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 435,121 911 SH   SOLE   0 0 911
ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 271,577 1,731 SH   SOLE   0 0 1,731
ISHARES TR RUS TP200 GR ETF 464289438 BBG001T5LBR7 2,210,225 12,614 SH   SOLE   0 0 12,614
ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 892,502 16,537 SH   SOLE   0 0 16,537
ISHARES TR US OIL GS EX ETF 464288851 BBG001SJTHR7 806,839 8,658 SH   SOLE   0 0 8,658
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 391,032 2,495 SH   SOLE   0 0 2,495
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 355,169 2,088 SH   SOLE   0 0 2,088
KLA CORP COM NEW 482480100 BBG001S5SLM4 215,081 370 SH   SOLE   0 0 370
LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 2,061,863 19,075 SH   SOLE   0 0 19,075
LOWES COS INC COM 548661107 BBG001S5SVL3 1,657,552 7,448 SH   SOLE   0 0 7,448
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13,597,373 38,415 SH   SOLE   0 0 38,415
MICROSOFT CORP COM 594918104 BBG001S5TD05 8,832,259 23,488 SH   SOLE   0 0 23,488
NETFLIX INC COM 64110L106 BBG001SF6L46 3,296,664 6,771 SH   SOLE   0 0 6,771
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,321,634 10,746 SH   SOLE   0 0 10,746
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2,082,724 34,881 SH   SOLE   0 0 34,881
OKTA INC CL A 679295105 BBG001YV1SN3 418,249 4,620 SH   SOLE   0 0 4,620
PEPSICO INC COM 713448108 BBG001S695T1 462,158 2,721 SH   SOLE   0 0 2,721
PFIZER INC COM 717081103 BBG001S5V466 229,082 7,957 SH   SOLE   0 0 7,957
PINTEREST INC CL A 72352L106 BBG002583CW7 1,213,060 32,750 SH   SOLE   0 0 32,750
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 348,472 2,378 SH   SOLE   0 0 2,378
PROGRESSIVE CORP COM 743315103 BBG001S5V509 209,612 1,316 SH   SOLE   0 0 1,316
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 234,449 3,834 SH   SOLE   0 0 3,834
REGENERON PHARMACEUTICALS COM 75886F107 BBG001S6PX49 2,195,725 2,500 SH   SOLE   0 0 2,500
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 1,187,201 2,695 SH   SOLE   0 0 2,695
SANOFI SPONSORED ADR 80105N105 BBG001S5W768 349,652 7,031 SH   SOLE   0 0 7,031
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 4,685,891 68,109 SH   SOLE   0 0 68,109
SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 BBG0051GPYJ9 346,254 5,667 SH   SOLE   0 0 5,667
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 656,482 8,623 SH   SOLE   0 0 8,623
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 1,117,920 6,252 SH   SOLE   0 0 6,252
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 1,157,457 8,487 SH   SOLE   0 0 8,487
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 883,098 4,588 SH   SOLE   0 0 4,588
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG001S7G2C6 1,294,663 21,499 SH   SOLE   0 0 21,499
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 379,106 798 SH   SOLE   0 0 798
SPDR SER TR MSCI USA STRTGIC 78468R812 BBG008HB6477 288,285 2,182 SH   SOLE   0 0 2,182
SPDR SER TR S&P1500MOMTILT 78468R705 BBG003HBVWM1 239,281 1,184 SH   SOLE   0 0 1,184
SPDR SER TR SSGA US LRG ETF 78468R804 BBG0045LC1R4 320,907 2,213 SH   SOLE   0 0 2,213
TARGA RES CORP COM 87612G101 BBG001TC94B9 225,688 2,598 SH   SOLE   0 0 2,598
TESLA INC COM 88160R101 BBG001SQKGD7 25,446,340 102,408 SH   SOLE   0 0 102,408
TOLL BROTHERS INC COM 889478103 BBG001S5WT15 380,940 3,706 SH   SOLE   0 0 3,706
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 280,213 277 SH   SOLE   0 0 277
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 1,851,589 218,864 SH   SOLE   0 0 218,864
UPSTART HLDGS INC COM 91680M107 BBG00PKCBY62 273,966 6,705 SH   SOLE   0 0 6,705
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 334,891 1,077 SH   SOLE   0 0 1,077
VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 252,845 1,159 SH   SOLE   0 0 1,159
VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 343,383 1,908 SH   SOLE   0 0 1,908
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 293,620 1,964 SH   SOLE   0 0 1,964
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 296,008 3,794 SH   SOLE   0 0 3,794
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 793,877 7,112 SH   SOLE   0 0 7,112
VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 263,780 545 SH   SOLE   0 0 545
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 536,366 14,227 SH   SOLE   0 0 14,227
VISA INC COM CL A 92826C839 BBG001SRCFY3 7,030,233 27,003 SH   SOLE   0 0 27,003
WALMART INC COM 931142103 BBG001S5XH92 259,019 1,643 SH   SOLE   0 0 1,643
WISDOMTREE TR US LARGECAP FUND 97717W588 BBG001SSZB57 314,021 6,266 SH   SOLE   0 0 6,266
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 1,489,975 20,720 SH   SOLE   0 0 20,720
ZSCALER INC COM 98980G102 BBG003338H61 1,981,854 8,945 SH   SOLE   0 0 8,945