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
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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
ALPHABET INC CAP STK CL A 02079K305 218,208 697 SH SOLE 0 0 697
APPLE INC COM 037833100 291,569 1,072 SH SOLE 0 0 1,072
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,264,400 3 SH SOLE 0 0 3
GLOBAL PMTS INC COM 37940X102 512,671 6,624 SH SOLE 0 0 6,624
GLOBAL X FDS GLBL X MLP ETF 37954Y343 849,218 17,542 SH SOLE 0 0 17,542
GMO ETF TRUST GMO US QUALITY E 90139K100 7,385,686 191,709 SH SOLE 0 0 191,709
INTEL CORP COM 458140100 227,100 6,154 SH SOLE 0 0 6,154
INTERNATIONAL BUSINESS MACHS COM 459200101 544,823 1,839 SH SOLE 0 0 1,839
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,175,741 11,358 SH SOLE 0 0 11,358
INVESCO QQQ TR UNIT SER 1 46090E103 13,381,452 21,783 SH SOLE 0 0 21,783
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 247,600 4,987 SH SOLE 0 0 4,987
ISHARES INC CORE MSCI EMKT 46434G103 1,312,504 19,526 SH SOLE 0 0 19,526
ISHARES INC MSCI SWITZERLAND 464286749 227,092 3,787 SH SOLE 0 0 3,787
ISHARES TR CORE DIV GRWTH 46434V621 7,374,200 106,226 SH SOLE 0 0 106,226
ISHARES TR CORE MSCI EAFE 46432F842 3,039,783 33,979 SH SOLE 0 0 33,979
ISHARES TR CORE S&P MCP ETF 464287507 24,980,038 378,485 SH SOLE 0 0 378,485
ISHARES TR CORE S&P SCP ETF 464287804 15,851,406 131,897 SH SOLE 0 0 131,897
ISHARES TR CORE S&P500 ETF 464287200 24,577,942 35,883 SH SOLE 0 0 35,883
ISHARES TR CORE US AGGBD ET 464287226 7,063,010 70,715 SH SOLE 0 0 70,715
ISHARES TR ESG OPTIMIZED 464288802 348,997 2,505 SH SOLE 0 0 2,505
ISHARES TR MSCI EAFE ETF 464287465 11,676,854 121,596 SH SOLE 0 0 121,596
ISHARES TR MSCI EMG MKT ETF 464287234 10,209,234 186,606 SH SOLE 0 0 186,606
ISHARES TR NATIONAL MUN ETF 464288414 271,563 2,535 SH SOLE 0 0 2,535
ISHARES TR RUS 1000 ETF 464287622 1,007,657 2,698 SH SOLE 0 0 2,698
ISHARES TR RUS 1000 GRW ETF 464287614 670,423 1,416 SH SOLE 0 0 1,416
ISHARES TR RUS 2000 GRW ETF 464287648 3,913,189 12,115 SH SOLE 0 0 12,115
ISHARES TR RUS MID CAP ETF 464287499 859,706 8,930 SH SOLE 0 0 8,930
ISHARES TR RUSSELL 2000 ETF 464287655 2,933,254 11,916 SH SOLE 0 0 11,916
ISHARES TR S&P 500 VAL ETF 464287408 398,880 1,881 SH SOLE 0 0 1,881
ISHARES TR S&P SML 600 GWT 464287887 1,492,926 10,576 SH SOLE 0 0 10,576
ISHARES TR SELECT DIVID ETF 464287168 4,357,053 30,870 SH SOLE 0 0 30,870
JPMORGAN CHASE & CO. COM 46625H100 673,703 2,091 SH SOLE 0 0 2,091
LIQUIDIA CORPORATION COM NEW 53635D202 500,105 14,500 SH SOLE 0 0 14,500
MICROSOFT CORP COM 594918104 796,781 1,648 SH SOLE 0 0 1,648
NVIDIA CORPORATION COM 67066G104 240,397 1,289 SH SOLE 0 0 1,289
PHREESIA INC COM 71944F106 211,280 12,487 SH SOLE 0 0 12,487
PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF 74316P579 330,039 5,038 SH SOLE 0 0 5,038
PTC THERAPEUTICS INC COM 69366J200 683,640 9,000 SH SOLE 0 0 9,000
SELECT SECTOR SPDR TR STATE STREET UTI 81369Y886 256,618 6,011 SH SOLE 0 0 6,011
SPDR GOLD TR GOLD SHS 78463V107 1,089,060 2,748 SH SOLE 0 0 2,748
SPDR S&P 500 ETF TR TR UNIT 78462F103 66,857,842 97,789 SH SOLE 0 0 97,789
SPDR SERIES TRUST STATE STREET SPD 78464A870 783,234 6,424 SH SOLE 0 0 6,424
SYMBOTIC INC CLASS A COM 87151X101 595,000 10,000 SH SOLE 0 0 10,000
VANECK ETF TRUST GOLD MINERS ETF 92189F106 563,984 6,576 SH SOLE 0 0 6,576
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 1,314,446 11,553 SH SOLE 0 0 11,553
VANGUARD INDEX FDS GROWTH ETF 922908736 354,636 727 SH SOLE 0 0 727
VANGUARD INDEX FDS SML CP GRW ETF 922908595 408,839 1,353 SH SOLE 0 0 1,353
VANGUARD INDEX FDS TOTAL STK MKT 922908769 479,754 765 SH SOLE 0 0 765
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 586,671 4,159 SH SOLE 0 0 4,159
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3,250,650 14,790 SH SOLE 0 0 14,790
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3,050,145 48,826 SH SOLE 0 0 48,826
WEST PHARMACEUTICAL SVSC INC COM 955306105 285,899 1,039 SH SOLE 0 0 1,039
WISDOMTREE TR US AI ENHANCED 97717W406 336,672 2,928 SH SOLE 0 0 2,928