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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 12,158,317 90,774 SH SOLE 0 0 90,774
ABBVIE INC COM 00287Y109 801,118 3,460 SH SOLE 0 0 3,460
ADVANCED MICRO DEVICES INC COM 007903107 423,081 2,615 SH SOLE 0 0 2,615
ALPHABET INC CAP STK CL A 02079K305 2,864,147 11,782 SH SOLE 0 0 11,782
ALPHABET INC CAP STK CL C 02079K107 946,321 3,886 SH SOLE 0 0 3,886
AMAZON COM INC COM 023135106 4,428,727 20,170 SH SOLE 0 0 20,170
AMERICAN EXPRESS CO COM 025816109 15,305,094 46,077 SH SOLE 0 0 46,077
AMGEN INC COM 031162100 13,570,716 48,089 SH SOLE 0 0 48,089
APOLLO GLOBAL MGMT INC COM 03769M106 758,173 5,689 SH SOLE 0 0 5,689
APPLE INC COM 037833100 21,745,261 85,399 SH SOLE 0 0 85,399
ASTRAZENECA PLC SPONSORED ADR 046353108 668,001 8,707 SH SOLE 0 0 8,707
BANK AMERICA CORP COM 060505104 469,417 9,099 SH SOLE 0 0 9,099
BANK NEW YORK MELLON CORP COM 064058100 15,309,665 140,507 SH SOLE 0 0 140,507
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,696,146 27,243 SH SOLE 0 0 27,243
BLACKROCK INC COM 09290D101 314,803 270 SH SOLE 0 0 270
BOEING CO COM 097023105 1,901,031 8,808 SH SOLE 0 0 8,808
BROADCOM INC COM 11135F101 15,997,713 48,491 SH SOLE 0 0 48,491
CAPITAL ONE FINL CORP COM 14040H105 225,132 1,059 SH SOLE 0 0 1,059
CENCORA INC COM 03073E105 841,643 2,693 SH SOLE 0 0 2,693
CHEVRON CORP NEW COM 166764100 12,332,184 79,414 SH SOLE 0 0 79,414
CISCO SYS INC COM 17275R102 8,563,305 125,158 SH SOLE 0 0 125,158
CME GROUP INC COM 12572Q105 1,163,168 4,305 SH SOLE 0 0 4,305
COCA COLA CO COM 191216100 6,902,063 104,072 SH SOLE 0 0 104,072
CONSTELLATION ENERGY CORP COM 21037T109 818,068 2,486 SH SOLE 0 0 2,486
COSTCO WHSL CORP NEW COM 22160K105 821,034 887 SH SOLE 0 0 887
CROWDSTRIKE HLDGS INC CL A 22788C105 8,657,659 17,655 SH SOLE 0 0 17,655
DISNEY WALT CO COM 254687106 8,655,284 75,592 SH SOLE 0 0 75,592
DRAFTKINGS INC NEW COM CL A 26142V105 839,593 22,449 SH SOLE 0 0 22,449
DUKE ENERGY CORP NEW COM NEW 26441C204 11,603,543 93,766 SH SOLE 0 0 93,766
ELI LILLY & CO COM 532457108 883,560 1,158 SH SOLE 0 0 1,158
EMERSON ELEC CO COM 291011104 11,116,192 84,740 SH SOLE 0 0 84,740
FORD MTR CO COM 345370860 266,968 22,322 SH SOLE 0 0 22,322
FOX CORP CL A COM 35137L105 8,536,219 135,367 SH SOLE 0 0 135,367
GENERAL DYNAMICS CORP COM 369550108 264,616 776 SH SOLE 0 0 776
GOLDMAN SACHS GROUP INC COM 38141G104 1,448,576 1,819 SH SOLE 0 0 1,819
HCA HEALTHCARE INC COM 40412C101 300,897 706 SH SOLE 0 0 706
HONEYWELL INTL INC COM 438516106 7,768,070 36,903 SH SOLE 0 0 36,903
INTERNATIONAL BUSINESS MACHS COM 459200101 13,827,634 49,006 SH SOLE 0 0 49,006
INVESCO QQQ TR UNIT SER 1 46090E103 4,215,103 7,021 SH SOLE 0 0 7,021
ISHARES TR CORE 60/40 BALAN 464289867 1,058,729 16,445 SH SOLE 0 0 16,445
ISHARES TR CORE 80/20 AGGRE 464289859 2,013,805 22,848 SH SOLE 0 0 22,848
ISHARES TR CORE S&P MCP ETF 464287507 3,872,086 59,333 SH SOLE 0 0 59,333
ISHARES TR CORE S&P SCP ETF 464287804 817,669 6,881 SH SOLE 0 0 6,881
ISHARES TR CORE S&P500 ETF 464287200 730,306 1,091 SH SOLE 0 0 1,091
ISHARES TR MSCI ACWI ETF 464288257 2,512,932 18,178 SH SOLE 0 0 18,178
JOHNSON & JOHNSON COM 478160104 286,474 1,545 SH SOLE 0 0 1,545
JPMORGAN CHASE & CO. COM 46625H100 17,552,327 55,646 SH SOLE 0 0 55,646
KLA CORP COM NEW 482480100 1,473,368 1,366 SH SOLE 0 0 1,366
L3HARRIS TECHNOLOGIES INC COM 502431109 228,447 748 SH SOLE 0 0 748
LEIDOS HOLDINGS INC COM 525327102 1,160,592 6,142 SH SOLE 0 0 6,142
LINDE PLC SHS G54950103 12,901,950 27,162 SH SOLE 0 0 27,162
LOCKHEED MARTIN CORP COM 539830109 13,607,080 27,257 SH SOLE 0 0 27,257
LOWES COS INC COM 548661107 15,149,214 60,281 SH SOLE 0 0 60,281
MCDONALDS CORP COM 580135101 9,796,806 32,238 SH SOLE 0 0 32,238
MCKESSON CORP COM 58155Q103 8,834,824 11,436 SH SOLE 0 0 11,436
META PLATFORMS INC CL A 30303M102 3,110,922 4,236 SH SOLE 0 0 4,236
MICROSOFT CORP COM 594918104 18,125,525 34,995 SH SOLE 0 0 34,995
MORGAN STANLEY COM NEW 617446448 13,142,023 82,675 SH SOLE 0 0 82,675
NETFLIX INC COM 64110L106 887,201 740 SH SOLE 0 0 740
NORFOLK SOUTHN CORP COM 655844108 557,216 1,855 SH SOLE 0 0 1,855
NVIDIA CORPORATION COM 67066G104 6,665,454 35,724 SH SOLE 0 0 35,724
PALO ALTO NETWORKS INC COM 697435105 1,966,562 9,658 SH SOLE 0 0 9,658
PROCTER AND GAMBLE CO COM 742718109 202,541 1,318 SH SOLE 0 0 1,318
REGIONS FINANCIAL CORP NEW COM 7591EP100 8,431,728 319,747 SH SOLE 0 0 319,747
ROBINHOOD MKTS INC COM CL A 770700102 780,617 5,452 SH SOLE 0 0 5,452
RYMAN HOSPITALITY PPTYS INC COM 78377T107 710,568 7,931 SH SOLE 0 0 7,931
SCHWAB CHARLES CORP COM 808513105 1,371,999 14,371 SH SOLE 0 0 14,371
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 631,386 5,334 SH SOLE 0 0 5,334
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 999,396 18,552 SH SOLE 0 0 18,552
SELECT SECTOR SPDR TR INDL 81369Y704 601,034 3,897 SH SOLE 0 0 3,897
SHELL PLC SPON ADS 780259305 1,722,384 24,079 SH SOLE 0 0 24,079
SHOPIFY INC CL A SUB VTG SHS 82509L107 699,210 4,705 SH SOLE 0 0 4,705
SIMON PPTY GROUP INC NEW COM 828806109 13,291,020 70,821 SH SOLE 0 0 70,821
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 629,782 13,454 SH SOLE 0 0 13,454
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,971,843 2,960 SH SOLE 0 0 2,960
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 958,434 1,608 SH SOLE 0 0 1,608
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 374,749 6,773 SH SOLE 0 0 6,773
SPOTIFY TECHNOLOGY S A SHS L8681T102 492,788 706 SH SOLE 0 0 706
STARBUCKS CORP COM 855244109 11,544,576 136,461 SH SOLE 0 0 136,461
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,787,456 6,400 SH SOLE 0 0 6,400
TESLA INC COM 88160R101 790,267 1,777 SH SOLE 0 0 1,777
THERMO FISHER SCIENTIFIC INC COM 883556102 7,187,511 14,819 SH SOLE 0 0 14,819
TJX COS INC NEW COM 872540109 11,497,145 79,543 SH SOLE 0 0 79,543
T-MOBILE US INC COM 872590104 8,560,947 35,763 SH SOLE 0 0 35,763
UBER TECHNOLOGIES INC COM 90353T100 2,660,081 27,152 SH SOLE 0 0 27,152
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 839,398 2,572 SH SOLE 0 0 2,572
VANGUARD BD INDEX FDS INTERMED TERM 921937819 29,185,499 373,742 SH SOLE 0 0 373,742
VANGUARD BD INDEX FDS LONG TERM BOND 921937793 29,659,189 418,619 SH SOLE 0 0 418,619
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 36,192,263 458,652 SH SOLE 0 0 458,652
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2,883,582 38,773 SH SOLE 0 0 38,773
VANGUARD INDEX FDS GROWTH ETF 922908736 5,649,806 11,780 SH SOLE 0 0 11,780
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,520,547 2,483 SH SOLE 0 0 2,483
VANGUARD INDEX FDS VALUE ETF 922908744 6,239,023 33,455 SH SOLE 0 0 33,455
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 2,293,553 30,332 SH SOLE 0 0 30,332
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,980,195 592,143 SH SOLE 0 0 592,143
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 765,109 13,001 SH SOLE 0 0 13,001
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3,705,204 61,836 SH SOLE 0 0 61,836
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 21,742,768 325,004 SH SOLE 0 0 325,004
WALMART INC COM 931142103 17,134,890 166,261 SH SOLE 0 0 166,261
WASTE MGMT INC DEL COM 94106L109 11,864,754 53,728 SH SOLE 0 0 53,728