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
AIR PRODS & CHEMS INC COM 009158106 445,937 1,581 SH SOLE 1,581 0 0
ALPHABET INC CAP STK CL A 02079K305 873,043 4,954 SH SOLE 4,954 0 0
ALPHABET INC CAP STK CL C 02079K107 722,864 4,075 SH SOLE 4,075 0 0
AMERICAN EXPRESS CO COM 025816109 270,814 849 SH SOLE 849 0 0
BANK AMERICA CORP COM 060505104 339,142 7,167 SH SOLE 7,167 0 0
BECTON DICKINSON & CO COM 075887109 270,949 1,573 SH SOLE 1,573 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 342,468 705 SH SOLE 705 0 0
BLACKSTONE INC COM 09260D107 1,287,285 8,606 SH SOLE 8,606 0 0
BOEING CO COM 097023105 525,501 2,508 SH SOLE 2,508 0 0
BROADCOM INC COM 11135F101 334,639 1,214 SH SOLE 1,214 0 0
CAPITAL ONE FINL CORP COM 14040H105 226,377 1,064 SH SOLE 1,064 0 0
CHEVRON CORP NEW COM 166764100 259,603 1,813 SH SOLE 1,813 0 0
COMCAST CORP NEW CL A 20030N101 213,034 5,969 SH SOLE 5,969 0 0
CONOCOPHILLIPS COM 20825C104 284,117 3,166 SH SOLE 3,166 0 0
CVS HEALTH CORP COM 126650100 313,583 4,546 SH SOLE 4,546 0 0
DEERE & CO COM 244199105 353,401 695 SH SOLE 695 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,825,383 100,683 SH SOLE 100,683 0 0
EXXON MOBIL CORP COM 30231G102 695,310 6,450 SH SOLE 6,450 0 0
FORD MTR CO COM 345370860 195,843 18,050 SH SOLE 18,050 0 0
HALEON PLC SPON ADS 405552100 214,877 20,721 SH SOLE 20,721 0 0
HOME DEPOT INC COM 437076102 247,849 676 SH SOLE 676 0 0
INTEL CORP COM 458140100 316,378 14,124 SH SOLE 14,124 0 0
ISHARES GOLD TR ISHARES NEW 464285204 7,880,994 126,379 SH SOLE 126,379 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 3,376,007 11,810 SH SOLE 11,810 0 0
ISHARES TR CALIF MUN BD ETF 464288356 717,262 12,868 SH SOLE 12,868 0 0
JOHNSON & JOHNSON COM 478160104 253,565 1,660 SH SOLE 1,660 0 0
JPMORGAN CHASE & CO. COM 46625H100 805,370 2,778 SH SOLE 2,778 0 0
MARSH & MCLENNAN COS INC COM 571748102 255,372 1,168 SH SOLE 1,168 0 0
MARTIN MARIETTA MATLS INC COM 573284106 283,263 516 SH SOLE 516 0 0
MCKESSON CORP COM 58155Q103 419,150 572 SH SOLE 572 0 0
META PLATFORMS INC CL A 30303M102 219,213 297 SH SOLE 297 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 434,324 6,172 SH SOLE 6,172 0 0
MICROSOFT CORP COM 594918104 255,669 514 SH SOLE 514 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 264,469 629 SH SOLE 629 0 0
NETFLIX INC COM 64110L106 1,056,574 789 SH SOLE 789 0 0
NORTHROP GRUMMAN CORP COM 666807102 247,990 496 SH SOLE 496 0 0
NVIDIA CORPORATION COM 67066G104 949,204 6,008 SH SOLE 6,008 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 383,954 4,260 SH SOLE 4,260 0 0
PARKER-HANNIFIN CORP COM 701094104 352,029 504 SH SOLE 504 0 0
PFIZER INC COM 717081103 243,370 10,040 SH SOLE 10,040 0 0
PROGRESSIVE CORP COM 743315103 240,975 903 SH SOLE 903 0 0
QUALCOMM INC COM 747525103 566,966 3,560 SH SOLE 3,560 0 0
RTX CORPORATION COM 75513E101 242,831 1,663 SH SOLE 1,663 0 0
SCHWAB CHARLES CORP COM 808513105 361,128 3,958 SH SOLE 3,958 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 552,092 187,786 SH SOLE 187,786 0 0
SEMPRA COM 816851109 544,180 7,182 SH SOLE 7,182 0 0
SHERWIN WILLIAMS CO COM 824348106 274,688 800 SH SOLE 800 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,658,412 15,282 SH SOLE 15,282 0 0
SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284 261,056 10,535 SH SOLE 10,535 0 0
TESLA INC COM 88160R101 13,254,364 41,725 SH SOLE 41,725 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 213,272 526 SH SOLE 526 0 0
TRAVELERS COMPANIES INC COM 89417E109 324,258 1,212 SH SOLE 1,212 0 0
UNITEDHEALTH GROUP INC COM 91324P102 297,307 953 SH SOLE 953 0 0
US BANCORP DEL COM NEW 902973304 207,336 4,582 SH SOLE 4,582 0 0
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 922021605 531,437 5,444 SH SOLE 5,444 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6,815,829 76,531 SH SOLE 76,531 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5,456,600 9,606 SH SOLE 9,606 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 4,655,229 19,644 SH SOLE 19,644 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 462,012 1,520 SH SOLE 1,520 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 634,621 3,591 SH SOLE 3,591 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,251,592 187,052 SH SOLE 187,052 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 529,854 10,807 SH SOLE 10,807 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 22,995,179 112,352 SH SOLE 112,352 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 19,850,176 148,902 SH SOLE 148,902 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 7,337,841 81,423 SH SOLE 81,423 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 6,952,517 86,787 SH SOLE 86,787 0 0
VANGUARD WORLD FD UTILITIES ETF 92204A876 2,930,973 16,605 SH SOLE 16,605 0 0
VISA INC COM CL A 92826C839 369,962 1,042 SH SOLE 1,042 0 0
WEC ENERGY GROUP INC COM 92939U106 250,184 2,401 SH SOLE 2,401 0 0
WILLIAMS COS INC COM 969457100 381,759 6,078 SH SOLE 6,078 0 0
XPO INC COM 983793100 277,712 2,199 SH SOLE 2,199 0 0