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
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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
ALPHABET INC CAP STK CL A 02079K305   1,806,089 7,429 SH   SOLE   0 0 7,429
AMAZON COM INC COM 023135106   540,799 2,463 SH   SOLE   0 0 2,463
APPLE INC COM 037833100   2,368,110 9,300 SH   SOLE   0 0 9,300
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   785,784 1,563 SH   SOLE   0 0 1,563
BOOKING HOLDINGS INC COM 09857L108   524,001 97 SH   SOLE   0 0 97
CENCORA INC COM 03073E105   588,636 1,883 SH   SOLE   0 0 1,883
DBX ETF TR XTRACKRS S&P 500 233051143   269,823 4,495 SH   SOLE   0 0 4,495
DUKE ENERGY CORP NEW COM NEW 26441C204   259,984 2,101 SH   SOLE   0 0 2,101
ENBRIDGE INC COM 29250N105   929,172 18,414 SH   SOLE   0 0 18,414
EXXON MOBIL CORP COM 30231G102   203,391 1,804 SH   SOLE   0 0 1,804
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176   228,637 1,361 SH   SOLE   0 0 1,361
FIRST TR EXCHANGE-TRADED FD SHS 337345102   260,148 1,133 SH   SOLE   0 0 1,133
FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 35473P868   2,532,043 102,222 SH   SOLE   0 0 102,222
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   60,200 10,000 SH   SOLE   0 0 10,000
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   476,142 5,304 SH   SOLE   0 0 5,304
HARRIS OAKMARK ETF TRUST OAKMARK U S LRG 41456U106   16,439,711 613,880 SH   SOLE   321 0 613,880
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   2,106,376 19,184 SH   SOLE   0 0 19,184
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G565   1,406,745 50,287 SH   SOLE   0 0 50,287
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308   262,310 1,980 SH   SOLE   0 0 1,980
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241   243,470 3,322 SH   SOLE   0 0 3,322
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,631,574 8,601 SH   SOLE   0 0 8,601
INVESCO QQQ TR UNIT SER 1 46090E103   434,968 725 SH   SOLE   0 0 725
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   734,825 11,305 SH   SOLE   0 0 11,305
ISHARES ETHEREUM TR SHS 46438R105   924,918 29,353 SH   SOLE   0 0 29,353
ISHARES TR CORE US AGGBD ET 464287226   621,496 6,199 SH   SOLE   0 0 6,199
ISHARES TR CORE 80/20 AGGRE 464289859   214,596 2,435 SH   SOLE   0 0 2,435
ISHARES TR CORE DIV GRWTH 46434V621   388,451 5,706 SH   SOLE   0 0 5,706
ISHARES TR RUS 1000 GRW ETF 464287614   229,052 489 SH   SOLE   0 0 489
ISHARES TR CORE S&P US GWT 464287671   256,520 1,559 SH   SOLE   0 0 1,559
J P MORGAN EXCHANGE TRADED F INTERNL GWT 46641Q324   2,007,642 26,647 SH   SOLE   0 0 26,647
LEIDOS HOLDINGS INC COM 525327102   779,980 4,128 SH   SOLE   0 0 4,128
MASTERCARD INCORPORATED CL A 57636Q104   1,033,318 1,817 SH   SOLE   0 0 1,817
META PLATFORMS INC CL A 30303M102   1,152,421 1,569 SH   SOLE   0 0 1,569
MICROSOFT CORP COM 594918104   2,438,076 4,707 SH   SOLE   0 0 4,707
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201   681,248 6,850 SH   SOLE   0 0 6,850
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   694,895 15,855 SH   SOLE   0 0 15,855
NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508   304,498 7,870 SH   SOLE   0 0 7,870
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607   206,690 4,687 SH   SOLE   0 0 4,687
ORACLE CORP COM 68389X105   659,509 2,345 SH   SOLE   0 0 2,345
PHILIP MORRIS INTL INC COM 718172109   255,302 1,574 SH   SOLE   0 0 1,574
PIMCO CALIF MUN INCOME FD COM 72200N106   113,674 13,036 SH   SOLE   0 0 13,036
SCIENCE APPLICATIONS INTL CO COM 808625107   441,402 4,442 SH   SOLE   0 0 4,442
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   3,015,828 25,463 SH   SOLE   15 0 25,463
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,862,787 53,112 SH   SOLE   30 0 53,112
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   16,506,441 385,755 SH   SOLE   134 0 385,755
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   9,244,829 197,497 SH   SOLE   50 0 197,497
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   500,069 839 SH   SOLE   0 0 839
SPDR SERIES TRUST PORTFLI INTRMDIT 78464A672   7,815,338 270,426 SH   SOLE   134 0 270,426
SPDR SERIES TRUST PORT MTG BK ETF 78464A383   5,757,869 256,590 SH   SOLE   142 0 256,590
SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375   3,656,354 107,889 SH   SOLE   48 0 107,889
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409   33,498,209 320,526 SH   SOLE   169 0 320,526
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508   15,832,159 286,141 SH   SOLE   139 0 286,141
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805   25,583,491 317,216 SH   SOLE   0 0 317,216
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847   7,555,572 132,113 SH   SOLE   0 0 132,113
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854   15,424,613 196,893 SH   SOLE   0 0 196,893
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853   28,703,985 619,689 SH   SOLE   247 0 619,689
SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201   2,470,467 26,195 SH   SOLE   16 0 26,195
SPDR SERIES TRUST SPDR MSCI USA GE 78468R747   250,782 1,968 SH   SOLE   0 0 1,968
SPDR SERIES TRUST SSGA US LRG ETF 78468R804   781,466 4,386 SH   SOLE   0 0 4,386
STARBUCKS CORP COM 855244109   396,051 4,681 SH   SOLE   0 0 4,681
STRATEGY INC CL A NEW 594972408   1,403,547 4,356 SH   SOLE   0 0 4,356
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   632,072 2,263 SH   SOLE   0 0 2,263
TESLA INC COM 88160R101   1,038,864 2,336 SH   SOLE   0 0 2,336
VANECK ETF TRUST GREEN BOND ETF 92189F171   293,372 12,008 SH   SOLE   0 0 12,008
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   717,993 2,200 SH   SOLE   0 0 2,200
VANGUARD INDEX FDS TOTAL STK MKT 922908769   325,547 992 SH   SOLE   0 0 992
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845   8,500,492 112,418 SH   SOLE   0 0 112,418
VERISIGN INC COM 92343E102   204,086 730 SH   SOLE   0 0 730
VISA INC COM CL A 92826C839   380,198 1,114 SH   SOLE   0 0 1,114
WORLD GOLD TR SPDR GLD MINIS 98149E303   8,073,373 105,603 SH   SOLE   66 0 105,603