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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES TR CORE US AGGBD ET 464287226 220,224 2,220 SH DFND 1.0 0 2,220 0
VEEVA SYS INC CL A COM 922475108 273,581 950 SH DFND 1.0 0 0 950
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,425,975 4,271 SH DFND 1.0 0 832 3,439
ADVANCE AUTO PARTS INC COM 00751Y106 3,397,443 73,079 SH SOLE 0 0 73,079
APPLE INC COM 037833100 4,080,431 19,888 SH SOLE 0 0 19,888
ABBVIE INC COM 00287Y109 242,791 1,308 SH SOLE 0 0 1,308
AUTODESK INC COM 052769106 521,625 1,685 SH SOLE 0 0 1,685
ARMADA HOFFLER PPTYS INC COM 04208T108 101,408 14,761 SH SOLE 0 0 14,761
ALCON AG ORD SHS H01301128 334,493 3,789 SH SOLE 0 0 3,789
ADVANCED MICRO DEVICES INC COM 007903107 371,352 2,617 SH SOLE 0 0 2,617
AMAZON COM INC COM 023135106 6,807,891 31,031 SH SOLE 0 0 31,031
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,753,462 17,024 SH SOLE 0 0 17,024
ASML HOLDING N V N Y REGISTRY SHS N07059210 400,695 500 SH SOLE 0 0 500
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 250,443 1,451 SH SOLE 0 0 1,451
BROADCOM INC COM 11135F101 2,334,480 8,469 SH SOLE 0 0 8,469
AMERICAN EXPRESS CO COM 025816109 893,144 2,800 SH SOLE 0 0 2,800
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,830,551 16,141 SH SOLE 0 0 16,141
BANK AMERICA CORP COM 060505104 900,547 19,031 SH SOLE 0 0 19,031
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,972,427 6,119 SH SOLE 0 0 6,119
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33740F755 285,246 8,970 SH SOLE 0 0 8,970
CATERPILLAR INC COM 149123101 621,136 1,600 SH SOLE 0 0 1,600
CONSTELLATION ENERGY CORP COM 21037T109 508,993 1,577 SH SOLE 0 0 1,577
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 843,322 11,158 SH SOLE 0 0 11,158
COSTCO WHSL CORP NEW COM 22160K105 581,095 587 SH SOLE 0 0 587
SALESFORCE INC COM 79466L302 2,058,968 7,551 SH SOLE 0 0 7,551
CROWDSTRIKE HLDGS INC CL A 22788C105 10,072,624 19,777 SH SOLE 0 0 19,777
CISCO SYS INC COM 17275R102 415,170 5,984 SH SOLE 0 0 5,984
CYTOMX THERAPEUTICS INC COM 23284F105 32,897 14,492 SH SOLE 0 0 14,492
CHEVRON CORP NEW COM 166764100 781,961 5,461 SH SOLE 0 0 5,461
SPDR SERIES TRUST BBG CONV SEC ETF 78464A359 1,107,644 13,400 SH SOLE 0 0 13,400
VANECK ETF TRUST DURABLE HGH DIV 92189H102 2,105,187 64,494 SH SOLE 0 0 64,494
EPR PPTYS COM SH BEN INT 26884U109 362,261 6,218 SH SOLE 0 0 6,218
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 336,970 10,560 SH SOLE 0 0 10,560
EMPIRE ST RLTY TR INC CL A 292104106 152,052 18,795 SH SOLE 0 0 18,795
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 471,906 26,029 SH SOLE 0 0 26,029
EXELIXIS INC COM 30161Q104 468,165 10,622 SH SOLE 0 0 10,622
FIRST TR EXCHANGE-TRADED FD COM 33734G108 272,150 10,061 SH SOLE 0 0 10,061
FIRST TR EXCHANGE-TRADED ALP COM SHS 33735K108 301,940 2,000 SH SOLE 0 0 2,000
FIRST TR EXCHANGE TRADED FD NASDAQ BK ETF 33738R860 243,134 7,361 SH SOLE 0 0 7,361
FIRST TR EXCHANGE-TRADED FD SHS 33734H106 2,264,994 50,671 SH SOLE 0 0 50,671
GILEAD SCIENCES INC COM 375558103 470,976 4,248 SH SOLE 0 0 4,248
ALPHABET INC CAP STK CL C 02079K107 5,914,590 33,342 SH SOLE 0 0 33,342
ALPHABET INC CAP STK CL A 02079K305 1,052,974 5,975 SH SOLE 0 0 5,975
GOLDMAN SACHS GROUP INC COM 38141G104 937,769 1,325 SH SOLE 0 0 1,325
GOLDMAN SACHS BDC INC SHS 38147U107 717,221 63,753 SH SOLE 0 0 63,753
ISHARES TR CORE HIGH DV ETF 46429B663 409,509 3,495 SH SOLE 0 0 3,495
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1,551,796 25,352 SH SOLE 0 0 25,352
ISHARES TR CONV BD ETF 46435G102 1,464,756 16,257 SH SOLE 0 0 16,257
ISHARES TR EXPANDED TECH 464287515 3,688,946 33,689 SH SOLE 0 0 33,689
ISHARES TR INDIA 50 ETF 464289529 753,544 13,857 SH SOLE 0 0 13,857
ISHARES TR CORE S&P TTL STK 464287150 411,197 3,045 SH SOLE 0 0 3,045
ISHARES TR RUS 1000 GRW ETF 464287614 1,453,826 3,424 SH SOLE 0 0 3,424
ISHARES TR RUSSELL 2000 ETF 464287655 3,688,149 17,091 SH SOLE 0 0 17,091
JPMORGAN CHASE & CO. COM 46625H100 2,453,218 8,462 SH SOLE 0 0 8,462
KKR & CO INC COM 48251W104 1,503,904 11,305 SH SOLE 0 0 11,305
KIMBERLY-CLARK CORP COM 494368103 322,300 2,500 SH SOLE 0 0 2,500
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 779,904 15,884 SH SOLE 0 0 15,884
LOWES COS INC COM 548661107 339,683 1,531 SH SOLE 0 0 1,531
MONGODB INC CL A 60937P106 2,581,617 12,294 SH SOLE 0 0 12,294
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 226,592 400 SH SOLE 0 0 400
META PLATFORMS INC CL A 30303M102 3,051,289 4,134 SH SOLE 0 0 4,134
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 8,414,464 89,716 SH SOLE 0 0 89,716
VANECK ETF TRUST MRNGSTR INT MOAT 92189F593 277,363 8,000 SH SOLE 0 0 8,000
MICROSOFT CORP COM 594918104 10,154,128 20,414 SH SOLE 0 0 20,414
MICROSTRATEGY INC CL A NEW 594972408 562,284 1,391 SH SOLE 0 0 1,391
NEBIUS GROUP N.V. SHS CLASS A N97284108 219,328 3,964 SH SOLE 0 0 3,964
SERVICENOW INC COM 81762P102 2,169,249 2,110 SH SOLE 0 0 2,110
NVIDIA CORPORATION COM 67066G104 12,183,399 77,115 SH SOLE 0 0 77,115
NOVARTIS AG SPONSORED ADR 66987V109 405,626 3,352 SH SOLE 0 0 3,352
ORACLE CORP COM 68389X105 354,618 1,622 SH SOLE 0 0 1,622
OUTFRONT MEDIA INC COM NEW 69007J304 281,553 17,252 SH SOLE 0 0 17,252
PALO ALTO NETWORKS INC COM 697435105 1,200,418 5,866 SH SOLE 0 0 5,866
PALANTIR TECHNOLOGIES INC CL A 69608A108 309,583 2,271 SH SOLE 0 0 2,271
PATTERSON-UTI ENERGY INC COM 703481101 276,741 46,668 SH SOLE 0 0 46,668
INVESCO QQQ TR UNIT SER 1 46090E103 3,217,783 5,833 SH SOLE 0 0 5,833
FIRST TR EXCHANGE-TRADED FD SHS 337345102 1,112,675 5,228 SH SOLE 0 0 5,228
RUBRIK INC. CL A 781154109 2,032,618 22,688 SH SOLE 0 0 22,688
FIRST TR EXCHANGE TRADED FD NASDQ ARTFCIAL 33738R720 289,800 6,000 SH SOLE 0 0 6,000
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 400,761 13,720 SH SOLE 0 0 13,720
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1,069,654 30,319 SH SOLE 0 0 30,319
SPDR SERIES TRUST S&P DIVID ETF 78464A763 1,377,117 10,146 SH SOLE 0 0 10,146
VANECK ETF TRUST MORNINGSTAR SMID 92189H730 947,291 27,221 SH SOLE 0 0 27,221
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,642,525 7,514 SH SOLE 0 0 7,514
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 683,157 16,097 SH SOLE 0 0 16,097
SUN CMNTYS INC COM 866674104 251,968 1,992 SH SOLE 0 0 1,992
FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 7,349,847 81,511 SH SOLE 0 0 81,511
UP FINTECH HLDG LTD SPONSORED ADS 91531W106 125,923 13,049 SH SOLE 0 0 13,049
ISHARES TR 20 YR TR BD ETF 464287432 1,751,999 19,853 SH SOLE 0 0 19,853
TESLA INC COM 88160R101 2,601,953 8,191 SH SOLE 0 0 8,191
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 329,769 1,456 SH SOLE 0 0 1,456
UNITEDHEALTH GROUP INC COM 91324P102 2,677,072 8,581 SH SOLE 0 0 8,581
UPSTART HLDGS INC COM 91680M107 542,277 8,384 SH SOLE 0 0 8,384
VISA INC COM CL A 92826C839 267,353 753 SH SOLE 0 0 753
VANGUARD WORLD FD CONSUM STP ETF 92204A207 325,653 1,487 SH SOLE 0 0 1,487
VANGUARD WORLD FD INF TECH ETF 92204A702 346,946 523 SH SOLE 0 0 523
VICI PPTYS INC COM 925652109 293,172 8,993 SH SOLE 0 0 8,993
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4,026,882 19,675 SH SOLE 0 0 19,675
VERTEX PHARMACEUTICALS INC COM 92532F100 263,113 591 SH SOLE 0 0 591
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 278,989 5,690 SH SOLE 0 0 5,690
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,429,383 4,703 SH SOLE 0 0 4,703
VANGUARD INDEX FDS VALUE ETF 922908744 255,566 1,446 SH SOLE 0 0 1,446
WELLS FARGO CO NEW COM 949746101 443,064 5,530 SH SOLE 0 0 5,530
WILLIAMS COS INC COM 969457100 251,240 4,000 SH SOLE 0 0 4,000
WALMART INC COM 931142103 3,611,700 36,937 SH SOLE 0 0 36,937
SPDR SERIES TRUST S&P BIOTECH 78464A870 952,451 11,485 SH SOLE 0 0 11,485
SELECT SECTOR SPDR TR ENERGY 81369Y506 235,517 2,777 SH SOLE 0 0 2,777
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1,662,957 31,754 SH SOLE 0 0 31,754
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,053,690 4,161 SH SOLE 0 0 4,161
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 471,765 3,500 SH SOLE 0 0 3,500
BLOCK INC CL A 852234103 2,411,243 35,496 SH SOLE 0 0 35,496