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 COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Sovereign Financial Group, Inc.
Address: 25 WEST BROAD STREET, SUITE 100
STAMFORD , CT06902
Form 13F File Number: 028-20792

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: JOHN KOCHERSPERGER
Title: Chief Compliance Officer
Phone: (203) 883-6006
Signature, Place, and Date of Signing:
JOHN KOCHERSPERGER STAMFORD , CT 05-16-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 217
Form 13F Information Table Value Total: 269,891
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name
SEC FORM 13F-HR

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
Expires: July 31, 2015
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
ALLSTATE CORP COM 020002101 562 4,060 SH SOLE 0 0 4,060
AMAZON COM INC COM 023135106 1,425 437 SH SOLE 0 0 437
AMERICAN ELEC PWR CO INC COM 025537101 327 3,280 SH SOLE 0 0 3,280
AMGEN INC COM 031162100 257 1,061 SH SOLE 0 0 1,061
AMPLIFY ETF TR CWP ENHANCED DIV 032108409 216 5,781 SH SOLE 0 0 5,781
APPLE INC COM 037833100 8,967 51,355 SH SOLE 0 0 51,355
BK OF AMERICA CORP COM 060505104 1,464 35,517 SH SOLE 0 0 35,517
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,133 3,210 SH SOLE 0 0 3,210
BOSTON BEER INC CL A 100557107 233 600 SH SOLE 0 0 600
BRISTOL-MYERS SQUIBB CO COM 110122108 879 12,033 SH SOLE 0 0 12,033
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 261 4,615 SH SOLE 0 0 4,615
CSX CORP COM 126408103 1,238 33,069 SH SOLE 0 0 33,069
CVS HEALTH CORP COM 126650100 308 3,045 SH SOLE 0 0 3,045
CALAMOS CONV OPPORTUNITIES & SH BEN INT 128117108 195 14,730 SH SOLE 0 0 14,730
CALIFORNIA WTR SVC GROUP COM 130788102 629 10,606 SH SOLE 0 0 10,606
CATERPILLAR INC COM 149123101 359 1,613 SH SOLE 0 0 1,613
CHEVRON CORP NEW COM 166764100 393 2,412 SH SOLE 0 0 2,412
CHURCH & DWIGHT CO INC COM 171340102 1,555 15,645 SH SOLE 0 0 15,645
COCA COLA CO COM 191216100 478 7,703 SH SOLE 0 0 7,703
COLGATE PALMOLIVE CO COM 194162103 267 3,519 SH SOLE 0 0 3,519
COMMERCIAL METALS CO COM 201723103 416 10,000 SH SOLE 0 0 10,000
CONSOLIDATED EDISON INC COM 209115104 1,761 18,597 SH SOLE 0 0 18,597
DEERE & CO COM 244199105 763 1,837 SH SOLE 0 0 1,837
DISNEY WALT CO COM 254687106 302 2,203 SH SOLE 0 0 2,203
DOCUSIGN INC COM 256163106 613 5,727 SH SOLE 0 0 5,727
ESSEX PPTY TR INC COM 297178105 373 1,081 SH SOLE 0 0 1,081
FS KKR CAP CORP COM 302635206 462 20,254 SH SOLE 0 0 20,254
FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824 250 5,000 SH SOLE 0 0 5,000
FORD MTR CO DEL COM 345370860 257 15,171 SH SOLE 0 0 15,171
GENERAL ELECTRIC CO COM NEW 369604301 828 9,052 SH SOLE 0 0 9,052
GENERAL MLS INC COM 370334104 1,581 23,349 SH SOLE 0 0 23,349
GOLDMAN SACHS ETF TR ACCESS HIG YLD 381430453 456 9,644 SH SOLE 0 0 9,644
HOME DEPOT INC COM 437076102 1,096 3,662 SH SOLE 0 0 3,662
HONEYWELL INTL INC COM 438516106 202 1,036 SH SOLE 0 0 1,036
HORMEL FOODS CORP COM 440452100 971 18,844 SH SOLE 0 0 18,844
HUBBELL INC COM 443510607 241 1,314 SH SOLE 0 0 1,314
ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 253 4,875 SH SOLE 0 0 4,875
INTEL CORP COM 458140100 402 8,110 SH SOLE 0 0 8,110
INTERNATIONAL BUSINESS MACHS COM 459200101 302 2,320 SH SOLE 0 0 2,320
ISHARES TR TIPS BD ETF 464287176 2,586 20,763 SH SOLE 0 0 20,763
ISHARES TR CORE S&P500 ETF 464287200 8,966 19,763 SH SOLE 0 0 19,763
ISHARES TR CORE US AGGBD ET 464287226 2,077 19,397 SH SOLE 0 0 19,397
ISHARES TR GLOBAL TECH ETF 464287291 213 3,675 SH SOLE 0 0 3,675
ISHARES TR 1 3 YR TREAS BD 464287457 294 3,530 SH SOLE 0 0 3,530
ISHARES TR MSCI EAFE ETF 464287465 501 6,809 SH SOLE 0 0 6,809
ISHARES TR RUS MDCP VAL ETF 464287473 394 3,293 SH SOLE 0 0 3,293
ISHARES TR CORE S&P MCP ETF 464287507 1,872 6,976 SH SOLE 0 0 6,976
ISHARES TR ISHARES BIOTECH 464287556 912 6,996 SH SOLE 0 0 6,996
ISHARES TR RUS 1000 VAL ETF 464287598 506 3,048 SH SOLE 0 0 3,048
ISHARES TR RUS 1000 GRW ETF 464287614 503 1,812 SH SOLE 0 0 1,812
ISHARES TR RUSSELL 2000 ETF 464287655 488 2,379 SH SOLE 0 0 2,379
ISHARES TR CORE S&P US VLU 464287663 1,877 24,742 SH SOLE 0 0 24,742
ISHARES TR CORE S&P US GWT 464287671 1,516 14,352 SH SOLE 0 0 14,352
ISHARES TR U.S. ENERGY ETF 464287796 342 8,362 SH SOLE 0 0 8,362
ISHARES TR CORE S&P SCP ETF 464287804 1,572 14,574 SH SOLE 0 0 14,574
ISHARES TR RESIDENTIAL MULT 464288562 1,121 11,684 SH SOLE 0 0 11,684
ISHARES TR ISHS 1-5YR INVS 464288646 2,708 52,356 SH SOLE 0 0 52,356
ISHARES TR EAFE VALUE ETF 464288877 778 15,489 SH SOLE 0 0 15,489
ISHARES TR EAFE GRWTH ETF 464288885 443 4,603 SH SOLE 0 0 4,603
ISHARES TR AGGRES ALLOC ETF 464289859 1,448 20,998 SH SOLE 0 0 20,998
ISHARES TR GRWT ALLOCAT ETF 464289867 696 12,904 SH SOLE 0 0 12,904
ISHARES TR MODERT ALLOC ETF 464289875 864 20,108 SH SOLE 0 0 20,108
JOHNSON & JOHNSON COM 478160104 637 3,595 SH SOLE 0 0 3,595
KELLOGG CO COM 487836108 619 9,596 SH SOLE 0 0 9,596
KIMBERLY-CLARK CORP COM 494368103 1,211 9,837 SH SOLE 0 0 9,837
MCCORMICK & CO INC COM NON VTG 579780206 461 4,616 SH SOLE 0 0 4,616
MICROSOFT CORP COM 594918104 2,701 8,761 SH SOLE 0 0 8,761
MICRON TECHNOLOGY INC COM 595112103 412 5,291 SH SOLE 0 0 5,291
NEW JERSEY RES CORP COM 646025106 271 5,900 SH SOLE 0 0 5,900
NORFOLK SOUTHN CORP COM 655844108 292 1,025 SH SOLE 0 0 1,025
PEPSICO INC COM 713448108 611 3,650 SH SOLE 0 0 3,650
PFIZER INC COM 717081103 745 14,393 SH SOLE 0 0 14,393
PHILIP MORRIS INTL INC COM 718172109 298 3,172 SH SOLE 0 0 3,172
PROCTER AND GAMBLE CO COM 742718109 479 3,136 SH SOLE 0 0 3,136
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 539 7,705 SH SOLE 0 0 7,705
REALTY INCOME CORP COM 756109104 300 4,334 SH SOLE 0 0 4,334
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 384 7,196 SH SOLE 0 0 7,196
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4,057 54,227 SH SOLE 0 0 54,227
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2,601 36,436 SH SOLE 0 0 36,436
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 351 7,410 SH SOLE 0 0 7,410
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 662 13,356 SH SOLE 0 0 13,356
SOUTHERN CO COM 842587107 2,946 40,624 SH SOLE 0 0 40,624
SOUTHWEST AIRLS CO COM 844741108 371 8,096 SH SOLE 0 0 8,096
STARBUCKS CORP COM 855244109 308 3,384 SH SOLE 0 0 3,384
TEXAS INSTRS INC COM 882508104 224 1,220 SH SOLE 0 0 1,220
UNITED PARCEL SERVICE INC CL B 911312106 6,152 28,687 SH SOLE 0 0 28,687
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2,776 17,117 SH SOLE 0 0 17,117
VANGUARD STAR FDS VG TL INTL STK F 921909768 447 7,485 SH SOLE 0 0 7,485
VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,697 15,705 SH SOLE 0 0 15,705
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 375 2,114 SH SOLE 0 0 2,114
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 665 3,360 SH SOLE 0 0 3,360
VANGUARD WELLINGTON FD US VALUE FACTR 921935805 1,733 16,239 SH SOLE 0 0 16,239
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2,451 26,732 SH SOLE 0 0 26,732
VANGUARD BD INDEX FDS INTERMED TERM 921937819 2,457 30,004 SH SOLE 0 0 30,004
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6,565 84,270 SH SOLE 0 0 84,270
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,022 12,854 SH SOLE 0 0 12,854
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 10,836 225,605 SH SOLE 0 0 225,605
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,056 27,222 SH SOLE 0 0 27,222
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,480 107,006 SH SOLE 0 0 107,006
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,479 75,410 SH SOLE 0 0 75,410
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 972 18,856 SH SOLE 0 0 18,856
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,615 15,932 SH SOLE 0 0 15,932
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,390 12,828 SH SOLE 0 0 12,828
VANGUARD INDEX FDS MID CAP ETF 922908629 1,782 7,491 SH SOLE 0 0 7,491
VANGUARD INDEX FDS GROWTH ETF 922908736 4,608 16,022 SH SOLE 0 0 16,022
VANGUARD INDEX FDS VALUE ETF 922908744 3,855 26,083 SH SOLE 0 0 26,083
VANGUARD INDEX FDS SMALL CP ETF 922908751 3,879 18,252 SH SOLE 0 0 18,252
VANGUARD INDEX FDS TOTAL STK MKT 922908769 430 1,887 SH SOLE 0 0 1,887
WALMART INC COM 931142103 213 1,433 SH SOLE 0 0 1,433
RAYTHEON TECHNOLOGIES CORP COM 75513E101 778 7,853 SH SOLE 0 0 7,853
INVESCO QQQ TR UNIT SER 1 46090E103 6,335 17,473 SH SOLE 0 0 17,473
TARGET CORP COM 87612E106 379 1,788 SH SOLE 0 0 1,788
TRAVELERS COMPANIES INC COM 89417E109 202 1,108 SH SOLE 0 0 1,108
AT&T INC COM 00206R102 904 38,269 SH SOLE 0 0 38,269
ARK ETF TR INNOVATION ETF 00214Q104 772 11,644 SH SOLE 0 0 11,644
ARK ETF TR NEXT GNRTN INTER 00214Q401 229 2,626 SH SOLE 0 0 2,626
ABBVIE INC COM 00287Y109 268 1,651 SH SOLE 0 0 1,651
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 449 24,172 SH SOLE 0 0 24,172
ACTIVISION BLIZZARD INC COM 00507V109 203 2,535 SH SOLE 0 0 2,535
ALPHABET INC CAP STK CL C 02079K107 4,542 1,626 SH SOLE 0 0 1,626
ALPHABET INC CAP STK CL A 02079K305 1,622 583 SH SOLE 0 0 583
ALPHABET INC CAP STK CL C 02079K957 251 1,300 SH SOLE 0 0 1,300
ALTRIA GROUP INC COM 02209S103 379 7,251 SH SOLE 0 0 7,251
BLACKSTONE INC COM 09260D107 476 3,746 SH SOLE 0 0 3,746
CARRIER GLOBAL CORPORATION COM 14448C104 318 6,933 SH SOLE 0 0 6,933
CISCO SYS INC COM 17275R102 305 5,469 SH SOLE 0 0 5,469
COMCAST CORP NEW CL A 20030N101 204 4,361 SH SOLE 0 0 4,361
COSTCO WHSL CORP NEW COM 22160K105 781 1,357 SH SOLE 0 0 1,357
DEVON ENERGY CORP NEW COM 25179M103 411 6,959 SH SOLE 0 0 6,959
DOMINION ENERGY INC COM 25746U109 1,107 13,034 SH SOLE 0 0 13,034
EPAM SYS INC COM 29414B104 308 1,037 SH SOLE 0 0 1,037
EVERSOURCE ENERGY COM 30040W108 302 3,421 SH SOLE 0 0 3,421
EXXON MOBIL CORP COM 30231G102 1,129 13,669 SH SOLE 0 0 13,669
META PLATFORMS INC CL A 30303M102 265 1,194 SH SOLE 0 0 1,194
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 2,554 52,119 SH SOLE 0 0 52,119
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 451 8,495 SH SOLE 0 0 8,495
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 706 14,429 SH SOLE 0 0 14,429
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F714 293 8,514 SH SOLE 0 0 8,514
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F722 259 6,856 SH SOLE 0 0 6,856
FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 2,252 58,935 SH SOLE 0 0 58,935
FIRST TR EXCHNG TRADED FD VI US EQT DEEP DUFR 33740F771 1,526 42,624 SH SOLE 0 0 42,624
HIGHLAND GLOBAL ALLOCATION F COM 43010T104 904 91,772 SH SOLE 0 0 91,772
IDEXX LABS INC COM 45168D104 440 805 SH SOLE 0 0 805
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 1,125 22,585 SH SOLE 0 0 22,585
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 490 22,459 SH SOLE 0 0 22,459
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 495 2,896 SH SOLE 0 0 2,896
INVESCO EXCHANGE TRADED FD T DWA MOMENTUM 46137V837 2,281 28,159 SH SOLE 0 0 28,159
ISHARES TR US TREAS BD ETF 46429B267 533 21,402 SH SOLE 0 0 21,402
ISHARES TR MSCI EAFE MIN VL 46429B689 215 2,983 SH SOLE 0 0 2,983
ISHARES TR MSCI USA MIN VOL 46429B697 1,676 21,607 SH SOLE 0 0 21,607
ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1,238 24,979 SH SOLE 0 0 24,979
ISHARES U S ETF TR BLACKROCK SHORT 46431W838 422 8,487 SH SOLE 0 0 8,487
ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 329 8,213 SH SOLE 0 0 8,213
ISHARES TR MSCI USA VALUE 46432F388 219 2,094 SH SOLE 0 0 2,094
ISHARES TR MSCI USA MMENTM 46432F396 760 4,514 SH SOLE 0 0 4,514
ISHARES TR CORE MSCI EAFE 46432F842 2,396 34,468 SH SOLE 0 0 34,468
ISHARES TR CORE 1 5 YR USD 46432F859 330 6,809 SH SOLE 0 0 6,809
ISHARES INC CORE MSCI EMKT 46434G103 676 12,166 SH SOLE 0 0 12,166
ISHARES INC ESG AWR MSCI EM 46434G863 353 9,613 SH SOLE 0 0 9,613
ISHARES TR 0-5YR HI YL CP 46434V407 376 8,557 SH SOLE 0 0 8,557
ISHARES TR CORE TOTAL USD 46434V613 806 16,231 SH SOLE 0 0 16,231
ISHARES TR ESG AWR MSCI USA 46435G425 1,801 17,774 SH SOLE 0 0 17,774
ISHARES TR MSCI USA SMCP MN 46435G433 525 14,121 SH SOLE 0 0 14,121
ISHARES TR BROAD USD HIGH 46435U853 558 14,354 SH SOLE 0 0 14,354
JPMORGAN CHASE & CO COM 46625H100 533 3,908 SH SOLE 0 0 3,908
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1,139 22,659 SH SOLE 0 0 22,659
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 714 13,587 SH SOLE 0 0 13,587
MAINSTAY MACKAY DEFINEDTERM COM 56064K100 217 11,567 SH SOLE 0 0 11,567
MASTERCARD INCORPORATED CL A 57636Q104 1,820 5,094 SH SOLE 0 0 5,094
MERCK & CO INC COM 58933Y105 330 4,028 SH SOLE 0 0 4,028
NEXTERA ENERGY INC COM 65339F101 599 7,072 SH SOLE 0 0 7,072
NEXPOINT DIVERSIFIED REL ET COM NEW 65340G205 1,146 72,452 SH SOLE 0 0 72,452
NVIDIA CORPORATION COM 67066G104 681 2,495 SH SOLE 0 0 2,495
NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 82 13,204 SH SOLE 0 0 13,204
OSI ETF TR OSHARES US QUALT 67110P407 934 21,230 SH SOLE 0 0 21,230
OPKO HEALTH INC COM 68375N103 69 20,000 SH SOLE 0 0 20,000
OTIS WORLDWIDE CORP COM 68902V107 468 6,084 SH SOLE 0 0 6,084
PACER FDS TR TRENDP US LAR CP 69374H105 227 5,837 SH SOLE 0 0 5,837
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 156 10,517 SH SOLE 0 0 10,517
PROSHARES TR II ULTRA BLOOMBERG 74347Y870 470 8,355 SH SOLE 0 0 8,355
PROSHARES TR II ULTA BLMBG 2017 74347Y888 290 1,890 SH SOLE 0 0 1,890
PROSHARES TR S&P 500 DV ARIST 74348A467 330 3,472 SH SOLE 0 0 3,472
PUBLIC STORAGE COM 74460D109 372 952 SH SOLE 0 0 952
RINGCENTRAL INC CL A 76680R206 267 2,281 SH SOLE 0 0 2,281
SPDR S&P 500 ETF TR TR UNIT 78462F103 15,951 35,318 SH SOLE 0 0 35,318
SPDR GOLD TR GOLD SHS 78463V107 845 4,676 SH SOLE 0 0 4,676
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 210 3,894 SH SOLE 0 0 3,894
SPDR SER TR PRTFLO S&P500 GW 78464A409 1,914 28,907 SH SOLE 0 0 28,907
SPDR SER TR S&P DIVID ETF 78464A763 253 1,977 SH SOLE 0 0 1,977
SPDR SER TR PORTFOLIO S&P400 78464A847 433 9,186 SH SOLE 0 0 9,186
SPDR SER TR PORTFOLIO S&P500 78464A854 977 18,383 SH SOLE 0 0 18,383
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 282 812 SH SOLE 0 0 812
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,947 3,969 SH SOLE 0 0 3,969
SPDR SER TR PRTFLO S&P500 HI 78468R788 460 10,472 SH SOLE 0 0 10,472
SPDR SER TR PORTFOLIO S&P600 78468R853 1,192 28,344 SH SOLE 0 0 28,344
SALESFORCE COM INC COM 79466L302 360 1,695 SH SOLE 0 0 1,695
SELECT SECTOR SPDR TR ENERGY 81369Y506 513 6,709 SH SOLE 0 0 6,709
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 333 2,097 SH SOLE 0 0 2,097
SEELOS THERAPEUTICS INC COM 81577F109 63 75,000 SH SOLE 0 0 75,000
SHOPIFY INC CL A 82509L107 431 637 SH SOLE 0 0 637
SIRIUS XM HOLDINGS INC COM 82968B103 101 15,227 SH SOLE 0 0 15,227
TELLURIAN INC NEW COM 87968A104 61 11,600 SH SOLE 0 0 11,600
TESLA INC COM 88160R101 255 237 SH SOLE 0 0 237
UNITEDHEALTH GROUP INC COM 91324P102 827 1,622 SH SOLE 0 0 1,622
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 2,503 9,279 SH SOLE 0 0 9,279
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5,613 107,029 SH SOLE 0 0 107,029
VANGUARD WORLD FDS INF TECH ETF 92204A702 288 692 SH SOLE 0 0 692
VANGUARD WORLD FDS UTILITIES ETF 92204A876 802 4,955 SH SOLE 0 0 4,955
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,978 25,332 SH SOLE 0 0 25,332
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2,499 49,881 SH SOLE 0 0 49,881
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 277 3,218 SH SOLE 0 0 3,218
VERIZON COMMUNICATIONS INC COM 92343V104 568 11,141 SH SOLE 0 0 11,141
VICTORY PORTFOLIOS II VICTORYSHS INTRM 92647N527 855 17,180 SH SOLE 0 0 17,180
VISA INC COM CL A 92826C839 1,069 4,822 SH SOLE 0 0 4,822
WP CAREY INC COM 92936U109 429 5,312 SH SOLE 0 0 5,312
WISDOMTREE TR EMG MKTS SMCAP 97717W281 1,390 26,074 SH SOLE 0 0 26,074
WISDOMTREE TR EUROPE SMCP DV 97717W869 1,693 25,195 SH SOLE 0 0 25,195