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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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
ABBOTT LABS COM 002824100 BBG001S5N9M6 459,909 3,467 SH   SOLE   0 0 3,467
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 282,433 1,348 SH   SOLE   0 0 1,348
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 598,367 1,918 SH   SOLE   0 0 1,918
ADOBE INC COM 00724F101 BBG001S5NCQ5 471,358 1,229 SH   SOLE   0 0 1,229
AFLAC INC COM 001055102 BBG001S5NGJ4 664,913 5,980 SH   SOLE   0 0 5,980
ALLSTATE CORP COM 020002101 BBG001S9BM06 1,835,164 8,863 SH   SOLE   0 0 8,863
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,321,876 27,948 SH   SOLE   35 0 27,913
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 337,371 2,159 SH   SOLE   0 0 2,159
ALPS ETF TR SECTR DIV DOGS 00162Q858 BBG0035HP7H9 284,052 4,889 SH   SOLE   677 0 4,212
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,565,483 29,252 SH   SOLE   200 0 29,052
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 1,163,748 19,341 SH   SOLE   0 0 19,341
AMERICAN CENTY ETF TR US SML CP VALU 025072877   8,317,253 95,414 SH   SOLE   327 0 95,087
AMETEK INC COM 031100100 BBG001S5NN54 1,826,067 10,608 SH   SOLE   0 0 10,608
AMGEN INC COM 031162100 BBG001S5NNL6 400,029 1,284 SH   SOLE   0 0 1,284
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 255,604 3,897 SH   SOLE   0 0 3,897
ANALOG DEVICES INC COM 032654105 BBG001S5ND38 358,773 1,779 SH   SOLE   0 0 1,779
APPLE INC COM 037833100 BBG001S5N8V8 8,930,698 40,205 SH   SOLE   234 0 39,971
ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV49 226,577 4,762 SH   SOLE   0 0 4,762
ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GY084 746,574 6,991 SH   SOLE   0 0 6,991
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 237,106 5,682 SH   SOLE   0 0 5,682
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 2,875,936 5,400 SH   SOLE   15 0 5,385
BLACKROCK INC COM 09290D101 BBG01PSW2WR0 717,350 758 SH   SOLE   0 0 758
BLOCK H & R INC COM 093671105 BBG001S5S031 245,997 4,480 SH   SOLE   0 0 4,480
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 354,736 77 SH   SOLE   0 0 77
BROADCOM INC COM 11135F101 BBG00KHY5SY8 4,624,576 27,621 SH   SOLE   0 0 27,621
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 BBG015H8BXT5 3,546,546 99,510 SH   SOLE   363 0 99,147
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 BBG015DN3GR4 856,952 30,249 SH   SOLE   186 0 30,063
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 BBG015DMY5P8 2,091,362 61,061 SH   SOLE   365 0 60,696
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 BBG014YZRRT5 11,101,320 494,490 SH   SOLE   803 0 493,687
CAPITAL ONE FINL CORP COM 14040H105 BBG001S65PV8 438,752 2,447 SH   SOLE   0 0 2,447
CATERPILLAR INC COM 149123101   297,674 903 SH   SOLE   0 0 903
CENCORA INC COM 03073E105 BBG001S8X7P0 228,312 821 SH   SOLE   0 0 821
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 771,611 4,612 SH   SOLE   0 0 4,612
CISCO SYS INC COM 17275R102 BBG001S6HC62 318,158 5,156 SH   SOLE   0 0 5,156
CNA FINL CORP COM 126117100 BBG001S5PYX7 268,730 5,291 SH   SOLE   0 0 5,291
COCA COLA CO COM 191216100 BBG001S5SMQ8 234,769 3,278 SH   SOLE   0 0 3,278
COINBASE GLOBAL INC COM CL A 19260Q107   353,071 2,050 SH   SOLE   0 0 2,050
COMMVAULT SYS INC COM 204166102 BBG001S7R751 412,701 2,616 SH   SOLE   0 0 2,616
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 252,691 2,406 SH   SOLE   0 0 2,406
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,550,877 2,697 SH   SOLE   0 0 2,697
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 337,772 958 SH   SOLE   0 0 958
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 254,815 1,243 SH   SOLE   0 0 1,243
DEERE & CO COM 244199105   1,330,468 2,835 SH   SOLE   8 0 2,827
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 573,018 3,999 SH   SOLE   74 0 3,925
DISNEY WALT CO COM 254687106 BBG001S5QHF3 423,749 4,293 SH   SOLE   191 0 4,102
DORMAN PRODS INC COM 258278100 BBG001S5S932 223,962 1,858 SH   SOLE   0 0 1,858
DOVER CORP COM 260003108 BBG001S5QL46 730,230 4,157 SH   SOLE   0 0 4,157
DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1,561,844 12,805 SH   SOLE   0 0 12,805
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 751,627 1,728 SH   SOLE   0 0 1,728
ELI LILLY & CO COM 532457108 BBG001S5STL8 3,283,245 3,975 SH   SOLE   0 0 3,975
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 258,724 5,839 SH   SOLE   0 0 5,839
ENSTAR GROUP LIMITED SHS G3075P101 BBG001SKW104 263,910 794 SH   SOLE   0 0 794
EXXON MOBIL CORP COM 30231G102   330,389 2,778 SH   SOLE   26 0 2,752
FIDELITY COVINGTON TRUST ENHANCED SMALL 31609A206 BBG01K786ML1 717,334 24,333 SH   SOLE   0 0 24,333
FISERV INC COM 337738108 BBG001S5R6Q4 1,854,752 8,399 SH   SOLE   27 0 8,372
FMC CORP COM NEW 302491303 BBG001S5R880 528,561 12,528 SH   SOLE   0 0 12,528
FORTINET INC COM 34959E109 BBG001S77BL6 2,782,694 28,908 SH   SOLE   0 0 28,908
FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS 354921108 BBG01KY1LRP4 897,745 18,797 SH   SOLE   0 0 18,797
FRANKLIN TEMPLETON ETF TR US CORE BOND ETF 35473P553 BBG00Q6LNJQ4 27,263,696 1,268,374 SH   SOLE   1,406 0 1,266,968
GENERAL MLS INC COM 370334104 BBG001S5RKR2 335,366 5,609 SH   SOLE   32 0 5,577
GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 1,300,718 2,381 SH   SOLE   0 0 2,381
GRAND CANYON ED INC COM 38526M106 BBG001T01JZ4 248,631 1,437 SH   SOLE   0 0 1,437
GRAYSCALE BITCOIN MINI TR ET SHS NEW 389930207 BBG01NX636V7 400,952 10,988 SH   SOLE   0 0 10,988
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 BBG008748J97 3,619,739 55,543 SH   SOLE   0 0 55,543
HARBOR ETF TRUST LONG TERM GROWER 41151J406 BBG014VVP8S2 1,139,073 46,492 SH   SOLE   0 0 46,492
HARTFORD FDS EXCHANGE TRADED AAA CLO ETF 41653L602 BBG00L15X9R5 444,663 11,447 SH   SOLE   0 0 11,447
HOME DEPOT INC COM 437076102 BBG001S5RTW7 218,012 595 SH   SOLE   0 0 595
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 425,643 2,010 SH   SOLE   0 0 2,010
ILLINOIS TOOL WKS INC COM 452308109 BBG001S5SDX0 278,129 1,121 SH   SOLE   0 0 1,121
INTERNATIONAL BANCSHARES COR COM 459044103 BBG001S6YYJ1 257,916 4,090 SH   SOLE   0 0 4,090
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 882,743 3,550 SH   SOLE   0 0 3,550
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 3,659,336 48,974 SH   SOLE   0 0 48,974
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 BBG001SDTVQ0 3,791,063 57,146 SH   SOLE   0 0 57,146
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 200,806 428 SH   SOLE   0 0 428
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6QS5 654,731 13,987 SH   SOLE   0 0 13,987
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 2,936,505 54,410 SH   SOLE   0 0 54,410
ISHARES TR CORE S&P MCP ETF 464287507   4,348,364 74,522 SH   SOLE   110 0 74,412
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 1,846,815 17,661 SH   SOLE   0 0 17,661
ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 1,496,721 12,267 SH   SOLE   0 0 12,267
ISHARES TR CORE S&P US GWT 464287671   297,240 2,339 SH   SOLE   0 0 2,339
ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 689,345 1,227 SH   SOLE   154 0 1,073
ISHARES TR INVESTMENT GRADE 46435G219 BBG00H4BPM52 1,292,910 28,725 SH   SOLE   0 0 28,725
ISHARES TR MSCI USA MMENTM 46432F396   13,761,147 68,081 SH   SOLE   273 0 67,808
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   19,862,088 312,592 SH   SOLE   1,065 0 311,527
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 BBG01J345HV8 1,678,918 28,132 SH   SOLE   0 0 28,132
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 BBG0130Y3986 618,674 13,429 SH   SOLE   0 0 13,429
J P MORGAN EXCHANGE TRADED F USD EMRNG MKT 46641Q746 BBG00JWVJY45 299,149 7,760 SH   SOLE   0 0 7,760
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1,028,153 6,200 SH   SOLE   0 0 6,200
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 3,791,848 15,458 SH   SOLE   0 0 15,458
LINDE PLC SHS G54950103 BBG01FND0CH6 785,893 1,688 SH   SOLE   0 0 1,688
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 718,758 1,609 SH   SOLE   0 0 1,609
LOWES COS INC COM 548661107 BBG001S5SVL3 1,919,612 8,231 SH   SOLE   0 0 8,231
MARATHON PETE CORP COM 56585A102 BBG001S169P1 920,477 6,318 SH   SOLE   0 0 6,318
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 586,002 1,069 SH   SOLE   0 0 1,069
MCDONALDS CORP COM 580135101 BBG001S5T110 446,306 1,429 SH   SOLE   0 0 1,429
MERCK & CO INC COM 58933Y105 BBG001S5TC52 903,237 10,063 SH   SOLE   0 0 10,063
MERCURY GENL CORP NEW COM 589400100 BBG001S98VJ0 232,153 4,153 SH   SOLE   0 0 4,153
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3,708,526 6,434 SH   SOLE   9 0 6,425
MICROSOFT CORP COM 594918104   5,974,150 15,915 SH   SOLE   0 0 15,915
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 910,645 3,159 SH   SOLE   0 0 3,159
MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 323,725 4,771 SH   SOLE   0 0 4,771
MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 441,751 1,009 SH   SOLE   0 0 1,009
NETFLIX INC COM 64110L106 BBG001SF6L46 302,142 324 SH   SOLE   30 0 294
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 368,031 5,192 SH   SOLE   0 0 5,192
NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 334,107 2,997 SH   SOLE   0 0 2,997
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 869,441 12,521 SH   SOLE   0 0 12,521
NVIDIA CORPORATION COM 67066G104   7,938,230 73,244 SH   SOLE   40 0 73,204
OMNICOM GROUP INC COM 681919106 BBG001S5VR10 256,193 3,090 SH   SOLE   0 0 3,090
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 481,349 336 SH   SOLE   0 0 336
PACER FDS TR GLOBL CASH ETF 69374H709 BBG00BLVPPY3 3,698,304 100,008 SH   SOLE   0 0 100,008
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 613,453 3,595 SH   SOLE   0 0 3,595
PEPSICO INC COM 713448108   418,337 2,790 SH   SOLE   0 0 2,790
PFIZER INC COM 717081103 BBG001S5V466 205,204 8,098 SH   SOLE   0 0 8,098
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2,136,306 12,536 SH   SOLE   0 0 12,536
REALTY INCOME CORP COM 756109104 BBG001S884K0 1,098,177 18,931 SH   SOLE   0 0 18,931
REGIONS FINANCIAL CORP NEW COM 7591EP100 BBG001SM4KY2 283,423 13,043 SH   SOLE   0 0 13,043
ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 406,242 689 SH   SOLE   0 0 689
RTX CORPORATION COM 75513E101 BBG001S5X5Q9 594,498 4,488 SH   SOLE   0 0 4,488
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 423,798 834 SH   SOLE   0 0 834
SALESFORCE INC COM 79466L302 BBG001SDLP09 1,649,919 6,148 SH   SOLE   0 0 6,148
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,795,506 52,284 SH   SOLE   175 0 52,109
SERVICENOW INC COM 81762P102 BBG001T4JFC0 1,694,180 2,128 SH   SOLE   0 0 2,128
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 82889N525 BBG01JXBTX20 12,702,388 253,338 SH   SOLE   2,081 0 251,257
SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 BBG002PKWK85 1,963,233 31,452 SH   SOLE   0 0 31,452
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 5,160,709 141,739 SH   SOLE   0 0 141,739
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 478,562 12,156 SH   SOLE   0 0 12,156
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1,174,236 2,099 SH   SOLE   0 0 2,099
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 33,397,467 364,084 SH   SOLE   778 0 363,306
SPDR SER TR BLOOMBERG 3-12 M 78468R523   10,007,647 100,590 SH   SOLE   452 0 100,138
SPDR SER TR BLOOMBERG INTL T 78464A516 BBG001T05M47 696,410 31,858 SH   SOLE   0 0 31,858
SPDR SER TR PORTFLI HIGH YLD 78468R606 BBG0034VNBZ2 2,003,018 85,526 SH   SOLE   0 0 85,526
SPDR SER TR PORTFLI INTRMDIT 78464A672 BBG001STKCX8 205,914 7,205 SH   SOLE   0 0 7,205
SPDR SER TR PORTFOLIO AGRGTE 78464A649   28,617,810 1,120,509 SH   SOLE   5,129 0 1,115,380
SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 214,996 4,201 SH   SOLE   0 0 4,201
SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 10,701,629 162,738 SH   SOLE   157 0 162,581
SPDR SER TR PRTFLO S&P500 GW 78464A409   32,962,931 410,140 SH   SOLE   909 0 409,231
SPDR SER TR PRTFLO S&P500 VL 78464A508   26,431,381 517,552 SH   SOLE   1,582 0 515,970
SPDR SER TR S&P 400 MDCP GRW 78464A821   18,341,192 230,823 SH   SOLE   662 0 230,161
SPDR SER TR S&P 400 MDCP VAL 78464A839   20,631,770 267,771 SH   SOLE   830 0 266,941
SPDR SER TR S&P 600 SMCP GRW 78464A201   19,380,427 233,499 SH   SOLE   735 0 232,764
SPDR SER TR S&P 600 SMCP VAL 78464A300   18,812,094 239,950 SH   SOLE   764 0 239,186
SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 1,229,452 9,335 SH   SOLE   22 0 9,313
TAPESTRY INC COM 876030107 BBG001SFH7D5 231,512 3,288 SH   SOLE   0 0 3,288
TESLA INC COM 88160R101 BBG001SQKGD7 8,775,933 33,863 SH   SOLE   35 0 33,828
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 445,473 2,479 SH   SOLE   0 0 2,479
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 1,624,173 3,264 SH   SOLE   0 0 3,264
TJX COS INC NEW COM 872540109 BBG001S5WQ93 332,635 2,731 SH   SOLE   0 0 2,731
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 276,312 1,036 SH   SOLE   0 0 1,036
TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 283,156 6,881 SH   SOLE   0 0 6,881
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 454,284 6,235 SH   SOLE   0 0 6,235
ULTA BEAUTY INC COM 90384S303 BBG00FWQ4W44 1,116,846 3,047 SH   SOLE   0 0 3,047
UNION PAC CORP COM 907818108 BBG001S5X2M0 2,048,025 8,669 SH   SOLE   0 0 8,669
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 265,337 507 SH   SOLE   0 0 507
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 2,160,369 43,333 SH   SOLE   0 0 43,333
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1,015,800 2,739 SH   SOLE   0 0 2,739
VANGUARD INDEX FDS MID CAP ETF 922908629   428,783 1,658 SH   SOLE   0 0 1,658
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 457,795 891 SH   SOLE   0 0 891
VANGUARD INDEX FDS SMALL CP ETF 922908751   453,607 2,046 SH   SOLE   0 0 2,046
VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 235,776 936 SH   SOLE   128 0 808
VANGUARD INDEX FDS TOTAL STK MKT 922908769   445,262 1,620 SH   SOLE   0 0 1,620
VANGUARD INDEX FDS VALUE ETF 922908744   362,097 2,096 SH   SOLE   0 0 2,096
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 532,421 2,745 SH   SOLE   631 0 2,114
VANGUARD WORLD FD INF TECH ETF 92204A702   757,707 1,397 SH   SOLE   0 0 1,397
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 444,260 9,794 SH   SOLE   0 0 9,794
VISA INC COM CL A 92826C839 BBG001SRCFY3 1,294,052 3,692 SH   SOLE   0 0 3,692
WALMART INC COM 931142103   953,928 10,866 SH   SOLE   300 0 10,566
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 241,788 3,368 SH   SOLE   0 0 3,368