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
ENTERPRISE PRODS PARTNERS L COM 293792107 209,347 5,695 SH SOLE 0 0 5,695
PROSHARES TR ULTRAPRO QQQ 74347X831 371,029 4,581 SH SOLE 0 0 4,581
STRATEGY SHS GOLD ENHANCED ET 86280R878 298,620 11,874 SH SOLE 0 0 11,874
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14,583,355 21,233 SH SOLE 0 0 21,233
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1,400,265 4,622 SH SOLE 0 0 4,622
ISHARES TR CORE S&P TTL STK 464287150 2,368,199 14,417 SH SOLE 0 0 14,417
EA SERIES TRUST STRIVE US SEMICO 02072L672 1,159,205 9,502 SH SOLE 0 0 9,502
ISHARES TR IBOXX INV CP ETF 464287242 1,434,751 13,154 SH SOLE 0 0 13,154
ISHARES TR 1 3 YR TREAS BD 464287457 2,912,696 35,473 SH SOLE 0 0 35,473
ISHARES TR CORE S&P SCP ETF 464287804 4,860,401 32,772 SH SOLE 0 0 32,772
ISHARES TR EAFE SML CP ETF 464288273 1,583,122 19,243 SH SOLE 0 0 19,243
ISHARES TR NATIONAL MUN ETF 464288414 1,673,642 15,551 SH SOLE 0 0 15,551
ISHARES TR IBOXX HI YD ETF 464288513 1,186,355 14,835 SH SOLE 0 0 14,835
ISHARES TR MBS ETF 464288588 1,034,492 10,945 SH SOLE 0 0 10,945
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 1,432,088 19,392 SH SOLE 0 0 19,392
SPDR INDEX SHS FDS ST PORT MARK ETF 78463X509 3,138,898 60,620 SH SOLE 0 0 60,620
SPDR SERIES TRUST ST LON TREAS ETF 78464A664 1,928,839 73,536 SH SOLE 0 0 73,536
SCHWAB STRATEGIC TR US TIPS ETF 808524870 1,930,444 72,847 SH SOLE 0 0 72,847
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5,369,542 75,362 SH SOLE 0 0 75,362
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1,269,801 26,219 SH SOLE 0 0 26,219
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 248,085 5,133 SH SOLE 0 0 5,133
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 479,740 9,485 SH SOLE 0 0 9,485
ISHARES TR CORE US AGGBD ET 464287226 379,371 3,833 SH SOLE 0 0 3,833
DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 229,248 5,431 SH SOLE 0 0 5,431
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 718,361 962 SH SOLE 0 0 962
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 243,477 7,678 SH SOLE 0 0 7,678
PROSHARES TR GENIUS MONEY MRK 74350P691 4,725,973 47,231 SH SOLE 0 0 47,231
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 1,000,598 8,546 SH SOLE 0 0 8,546
DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633 278,939 5,559 SH SOLE 0 0 5,559
ADOBE INC COM 00724F101 233,874 1,141 SH SOLE 0 0 1,141
ADVANCED MICRO DEVICES INC COM 007903107 1,839,317 3,166 SH SOLE 0 0 3,166
AMERICAN EXPRESS CO COM 025816109 21,008,485 62,109 SH SOLE 0 0 62,109
APPLE INC COM 037833100 7,401,306 25,578 SH SOLE 0 0 25,578
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,807,054 11,605 SH SOLE 0 0 11,605
BIOMEA FUSION INC COM 09077A106 20,580 14,000 SH SOLE 0 0 14,000
CAMECO CORP COM 13321L108 1,093,686 10,737 SH SOLE 0 0 10,737
DELL TECHNOLOGIES INC CL C 24703L202 403,443 935 SH SOLE 0 0 935
META PLATFORMS INC CL A 30303M102 1,014,493 1,801 SH SOLE 0 0 1,801
NVIDIA CORPORATION COM 67066G104 2,183,219 10,911 SH SOLE 0 0 10,911
ORACLE CORP COM 68389X105 598,642 4,085 SH SOLE 0 0 4,085
SNOWFLAKE INC COM SHS 833445109 441,637 1,735 SH SOLE 0 0 1,735
SOUNDHOUND AI INC CLASS A COM 836100107 544,105 84,097 SH SOLE 0 0 84,097
STARBUCKS CORP COM 855244109 216,733 2,121 SH SOLE 0 0 2,121
TESLA INC COM 88160R101 366,218 871 SH SOLE 0 0 871
WALMART INC COM 931142103 681,646 6,018 SH SOLE 0 0 6,018
AON PLC SHS CL A G0403H108 224,137 676 SH SOLE 0 0 676
HOME DEPOT INC COM 437076102 4,944,601 14,020 SH SOLE 0 0 14,020
APPFOLIO INC COM CL A 03783C100 212,619 1,326 SH SOLE 0 0 1,326
BROADCOM INC COM 11135F101 338,590 896 SH SOLE 0 0 896
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 331,463 694 SH SOLE 0 0 694
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 415,956 1,530 SH SOLE 0 0 1,530
AFFIRM HLDGS INC COM CL A 00827B106 227,747 2,793 SH SOLE 0 0 2,793
AMERIPRISE FINL INC COM 03076C106 4,655,240 10,147 SH SOLE 0 0 10,147
APPLOVIN CORP COM CL A 03831W108 1,199,953 2,329 SH SOLE 0 0 2,329
CITIGROUP INC COM NEW 172967424 870,758 6,221 SH SOLE 0 0 6,221
GENERAL DYNAMICS CORP COM 369550108 4,339,915 12,251 SH SOLE 0 0 12,251
JOHNSON & JOHNSON COM 478160104 3,710,619 14,610 SH SOLE 0 0 14,610
ASCENDIS PHARMA A/S ORD SHS K08588103 264,804 993 SH SOLE 0 0 993
ALPHABET INC CAP STK CL C 02079K107 2,667,956 7,551 SH SOLE 0 0 7,551
AMAZON COM INC COM 023135106 2,922,399 12,261 SH SOLE 0 0 12,261
DATADOG INC CL A COM 23804L103 466,263 1,791 SH SOLE 0 0 1,791
MICROSOFT CORP COM 594918104 3,683,750 9,875 SH SOLE 0 0 9,875
AT&T INC COM 00206R102 1,160,002 56,039 SH SOLE 0 0 56,039
ABBOTT LABORATORIES COM 002824100 355,408 3,917 SH SOLE 0 0 3,917
ALLSTATE CORP COM 020002101 523,431 2,200 SH SOLE 0 0 2,200
ALTRIA GROUP INC COM 02209S103 800,695 11,128 SH SOLE 0 0 11,128
AMERICAN ELEC PWR CO INC COM 025537101 744,549 5,442 SH SOLE 0 0 5,442
AMERICAN INTL GROUP INC COM NEW 026874784 589,835 7,914 SH SOLE 0 0 7,914
AMERICAN WTR WKS CO INC NEW COM 030420103 421,831 3,206 SH SOLE 0 0 3,206
AXSOME THERAPEUTICS INC. COM 05464T104 410,023 1,675 SH SOLE 0 0 1,675
THE CIGNA GROUP COM 125523100 629,013 2,282 SH SOLE 0 0 2,282
CME GROUP INC COM 12572Q105 477,755 2,163 SH SOLE 0 0 2,163
CENTERPOINT ENERGY INC COM 15189T107 314,158 7,133 SH SOLE 0 0 7,133
CINCINNATI FINL CORP COM 172062101 488,307 2,638 SH SOLE 0 0 2,638
COCA COLA CO COM 191216100 659,441 8,114 SH SOLE 0 0 8,114
DUKE ENERGY CORP NEW COM NEW 26441C204 412,643 3,260 SH SOLE 0 0 3,260
EXELON CORP COM 30161N101 398,849 8,555 SH SOLE 0 0 8,555
EXXON MOBIL CORP COM 30231G102 915,982 6,700 SH SOLE 0 0 6,700
INTERNATIONAL BUSINESS MACHS COM 459200101 514,382 1,829 SH SOLE 0 0 1,829
KROGER CO COM 501044101 341,711 6,154 SH SOLE 0 0 6,154
MSCI INC COM 55354G100 242,257 433 SH SOLE 0 0 433
MASTERCARD INCORPORATED CL A 57636Q104 616,085 1,200 SH SOLE 0 0 1,200
NETFLIX INC. COM 64110L106 604,402 8,465 SH SOLE 0 0 8,465
NEXTERA ENERGY INC COM 65339F101 1,150,485 13,108 SH SOLE 0 0 13,108
PHILIP MORRIS INTL INC COM 718172109 2,100,506 11,611 SH SOLE 0 0 11,611
PROGRESSIVE CORP COM 743315103 916,082 4,194 SH SOLE 0 0 4,194
SHOPIFY INC CL A SUB VTG SHS 82509L107 348,893 3,056 SH SOLE 0 0 3,056
THERMO FISHER SCIENTIFIC INC COM 883556102 393,626 785 SH SOLE 0 0 785
VERIZON COMMUNICATIONS INC COM 92343V104 960,072 22,675 SH SOLE 0 0 22,675
VISA INC COM CL A 92826C839 643,185 1,875 SH SOLE 0 0 1,875
XCEL ENERGY INC COM 98389B100 379,594 4,727 SH SOLE 0 0 4,727
GE VERNOVA INC COM 36828A101 213,427 182 SH SOLE 0 0 182
CHEVRON CORPORATION COM 166764100 1,058,871 6,388 SH SOLE 0 0 6,388
HONEYWELL AEROSPACE INC COM 43849R105 316,706 1,433 SH SOLE 0 0 1,433
HONEYWELL INTL INC COM 438516205 320,746 1,433 SH SOLE 0 0 1,433
JPMORGAN CHASE & CO COM 46625H100 872,135 2,664 SH SOLE 0 0 2,664
PROCTER & GAMBLE CO COM 742718109 549,822 3,749 SH SOLE 0 0 3,749
WASTE MGMT INC DEL COM 94106L109 238,348 1,069 SH SOLE 0 0 1,069
ABBVIE INC COM 00287Y109 992,594 3,945 SH SOLE 0 0 3,945
AFFILIATED MANAGERS GROUP COM 008252108 242,719 717 SH SOLE 0 0 717
ALPHABET INC CAP STK CL A 02079K305 1,068,780 2,991 SH SOLE 0 0 2,991
BAKER HUGHES COMPANY CL A 05722G100 631,560 11,379 SH SOLE 0 0 11,379
BANK OF AMER CORP COM 060505104 3,191,328 56,008 SH SOLE 0 0 56,008
BRISTOL-MYERS SQUIBB CO COM 110122108 219,251 3,805 SH SOLE 0 0 3,805
CISCO SYS INC COM 17275R102 379,534 3,231 SH SOLE 0 0 3,231
DISNEY WALT CO COM 254687106 320,547 3,330 SH SOLE 0 0 3,330
INTEL CORP COM 458140100 282,588 2,024 SH SOLE 0 0 2,024
KLA CORP COM NEW 482480100 497,901 1,650 SH SOLE 0 0 1,650
MERCK & CO INC COM 58933Y105 436,133 3,394 SH SOLE 0 0 3,394
NORFOLK SOUTHN CORP COM 655844108 441,530 1,404 SH SOLE 0 0 1,404
PFIZER INC COM 717081103 229,452 9,529 SH SOLE 0 0 9,529
PHILLIPS 66 COM 718546104 2,726,054 16,126 SH SOLE 0 0 16,126
TEXAS INSTRS INC COM 882508104 316,537 1,062 SH SOLE 0 0 1,062
US FOODS HLDG CORP COM 912008109 257,882 2,522 SH SOLE 0 0 2,522
UNITEDHEALTH GROUP INC COM 91324P102 399,615 961 SH SOLE 0 0 961
WELLTOWER INC COM 95040Q104 227,536 1,002 SH SOLE 0 0 1,002
AUTOMATIC DATA PROCESSING IN COM 053015103 245,371 1,096 SH SOLE 0 0 1,096
FEDEX CORP COM 31428X106 233,346 745 SH SOLE 0 0 745
LOWES COS INC COM 548661107 341,669 1,550 SH SOLE 0 0 1,550
PUBLIC SVC ENTERPRISE GROUP COM 744573106 234,820 2,893 SH SOLE 0 0 2,893
UNITED PARCEL SVCS INC CL B 911312106 229,899 2,139 SH SOLE 0 0 2,139
BLACKROCK INC COM 09290D101 470,490 489 SH SOLE 0 0 489
MCDONALDS CORP COM 580135101 433,480 1,604 SH SOLE 0 0 1,604
WEC ENERGY GROUP INC COM 92939U106 1,133,176 9,704 SH SOLE 0 0 9,704
CORNING INC COM 219350105 527,220 2,064 SH SOLE 0 0 2,064
GOLDMAN SACHS GROUP INC COM 38141G104 4,027,897 3,983 SH SOLE 0 0 3,983
PEPSICO INC COM 713448108 366,897 2,710 SH SOLE 0 0 2,710
UNION PAC CORP COM 907818108 455,435 1,674 SH SOLE 0 0 1,674
BERKSHIRE HATHAWAY INC DEL CL A 084670108 14,977,000 20 SH SOLE 0 0 20
TORONTO DOMINION BK ONT COM NEW 891160509 343,751 2,831 SH SOLE 0 0 2,831
EATON CORP PLC SHS G29183103 206,668 485 SH SOLE 0 0 485
AES CORP COM 00130H105 187,991 12,823 SH SOLE 0 0 12,823
SIMON PPTY GROUP INC NEW COM 828806109 457,818 2,047 SH SOLE 0 0 2,047
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 406,476 2,379 SH SOLE 0 0 2,379
DYCOM INDS INC COM 267475101 505,590 1,000 SH SOLE 0 0 1,000