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
ABBOTT LABS COM 002824100 4,033,056 29,653 SH SOLE 29,652 0 0
ABBVIE INC COM 00287Y109 743,594 4,006 SH SOLE 4,006 0 0
ALPHABET INC CAP STK CL A 02079K305 6,906,359 39,189 SH SOLE 39,189 0 0
AMAZON COM INC COM 023135106 5,841,039 26,624 SH SOLE 26,624 0 0
AMERICAN TOWER CORP NEW COM 03027X100 628,360 2,843 SH SOLE 2,843 0 0
AMGEN INC COM 031162100 3,470,580 12,430 SH SOLE 12,430 0 0
APPLE INC COM 037833100 5,814,173 28,338 SH SOLE 28,338 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,457,600 2 SH SOLE 2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,904,218 3,920 SH SOLE 3,920 0 0
BLACKSTONE INC COM 09260D107 3,208,083 21,447 SH SOLE 21,447 0 0
BROADCOM INC COM 11135F101 8,903,771 32,301 SH SOLE 32,301 0 0
CAPITAL GROUP CORE BALANCED SHS 14021D107 2,233,190 66,782 SH SOLE 66,782 0 0
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 2,298,989 58,217 SH SOLE 58,217 0 0
CAPITAL GROUP INTERNATIONAL SHS 14021M107 3,211,346 97,550 SH SOLE 97,550 0 0
CHEVRON CORP NEW COM 166764100 4,768,513 33,302 SH SOLE 33,302 0 0
CHUBB LIMITED COM H1467J104 360,122 1,243 SH SOLE 1,243 0 0
CISCO SYS INC COM 17275R102 1,576,244 22,719 SH SOLE 22,719 0 0
COLGATE PALMOLIVE CO COM 194162103 2,052,977 22,585 SH SOLE 22,585 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,361,081 6,426 SH SOLE 6,425 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 292,853 575 SH SOLE 575 0 0
DANAHER CORPORATION COM 235851102 450,589 2,281 SH SOLE 2,281 0 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 596,204 14,108 SH SOLE 14,108 0 0
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 280,235 4,192 SH SOLE 4,192 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2,356,549 36,989 SH SOLE 36,988 0 0
EATON CORP PLC SHS G29183103 7,713,840 21,608 SH SOLE 21,608 0 0
ELI LILLY & CO COM 532457108 1,548,147 1,986 SH SOLE 1,986 0 0
ENTERGY CORP NEW COM 29364G103 519,378 6,249 SH SOLE 6,248 0 0
EOG RES INC COM 26875P101 576,161 4,817 SH SOLE 4,817 0 0
EQUINIX INC COM 29444U700 1,315,707 1,654 SH SOLE 1,654 0 0
EXXON MOBIL CORP COM 30231G102 497,374 4,614 SH SOLE 4,613 0 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 811,559 16,475 SH SOLE 16,475 0 0
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 262,145 5,339 SH SOLE 5,339 0 0
GENUINE PARTS CO COM 372460105 291,023 2,399 SH SOLE 2,399 0 0
HOME DEPOT INC COM 437076102 4,283,282 11,683 SH SOLE 11,682 0 0
HONEYWELL INTL INC COM 438516106 1,192,113 5,119 SH SOLE 5,119 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 9,382,921 17,009 SH SOLE 17,009 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 11,754,109 141,855 SH SOLE 141,855 0 0
ISHARES TR CORE MSCI EAFE 46432F842 1,819,529 21,796 SH SOLE 21,795 0 0
ISHARES TR CORE S&P MCP ETF 464287507 9,075,648 146,334 SH SOLE 146,334 0 0
ISHARES TR MSCI USA MIN VOL 46429B697 789,165 8,407 SH SOLE 8,407 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 10,702,972 58,544 SH SOLE 58,543 0 0
ISHARES TR NATIONAL MUN ETF 464288414 288,260 2,759 SH SOLE 2,759 0 0
ISHARES TR SHORT TREAS BD 464288679 244,912 2,218 SH SOLE 2,218 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8,456,529 148,752 SH SOLE 148,751 0 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 826,357 16,647 SH SOLE 16,647 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 28,059,554 553,661 SH SOLE 553,661 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 4,491,297 88,203 SH SOLE 88,203 0 0
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2,280,451 44,935 SH SOLE 44,935 0 0
JOHNSON & JOHNSON COM 478160104 547,573 3,585 SH SOLE 3,584 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,829,242 20,107 SH SOLE 20,107 0 0
KENVUE INC COM 49177J102 1,956,892 93,497 SH SOLE 93,497 0 0
LINDE PLC SHS G54950103 4,726,050 10,073 SH SOLE 10,073 0 0
LOCKHEED MARTIN CORP COM 539830109 223,552 483 SH SOLE 482 0 0
MCKESSON CORP COM 58155Q103 295,310 403 SH SOLE 403 0 0
MEDTRONIC PLC SHS G5960L103 1,077,421 12,360 SH SOLE 12,360 0 0
META PLATFORMS INC CL A 30303M102 429,568 582 SH SOLE 582 0 0
MICROSOFT CORP COM 594918104 10,271,801 20,651 SH SOLE 20,650 0 0
NETFLIX INC COM 64110L106 337,461 252 SH SOLE 252 0 0
NEXTERA ENERGY INC COM 65339F101 4,932,638 71,055 SH SOLE 71,055 0 0
NOVARTIS AG SPONSORED ADR 66987V109 694,476 5,739 SH SOLE 5,739 0 0
NVIDIA CORPORATION COM 67066G104 3,440,343 21,776 SH SOLE 21,775 0 0
ORACLE CORP COM 68389X105 2,004,618 9,169 SH SOLE 9,169 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,216,656 8,925 SH SOLE 8,925 0 0
PALO ALTO NETWORKS INC COM 697435105 776,609 3,795 SH SOLE 3,795 0 0
PEPSICO INC COM 713448108 2,610,695 19,772 SH SOLE 19,772 0 0
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 462,822 4,604 SH SOLE 4,603 0 0
PPG INDS INC COM 693506107 680,225 5,980 SH SOLE 5,980 0 0
PROCTER AND GAMBLE CO COM 742718109 485,641 3,048 SH SOLE 3,048 0 0
PROLOGIS INC. COM 74340W103 1,818,681 17,301 SH SOLE 17,301 0 0
RTX CORPORATION COM 75513E101 4,960,737 33,973 SH SOLE 33,973 0 0
S&P GLOBAL INC COM 78409V104 303,192 575 SH SOLE 575 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 4,249,790 102,602 SH SOLE 102,602 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 258,075 1,915 SH SOLE 1,914 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 365,495 1,443 SH SOLE 1,443 0 0
SPDR GOLD TR GOLD SHS 78463V107 453,282 1,487 SH SOLE 1,487 0 0
UBER TECHNOLOGIES INC COM 90353T100 519,868 5,572 SH SOLE 5,572 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 968,212 3,460 SH SOLE 3,460 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 9,709,206 162,334 SH SOLE 162,334 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5,246,041 25,632 SH SOLE 25,631 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,359,874 25,203 SH SOLE 25,203 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2,054,148 22,793 SH SOLE 22,793 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 364,020 4,544 SH SOLE 4,544 0 0
VISA INC COM CL A 92826C839 7,347,049 20,693 SH SOLE 20,692 0 0
WALMART INC COM 931142103 416,152 4,256 SH SOLE 4,256 0 0
WILLIAMS COS INC COM 969457100 1,185,350 18,872 SH SOLE 18,872 0 0