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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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
ABBVIE INC COM 00287Y109 2,201,435 8,748 SH SOLE 0 0 8,748
ADVANCED MICRO DEVICES INC COM 007903107 721,560 1,242 SH SOLE 0 0 1,242
ADVISOR MANAGED PORTFOLIOS RUK STR GRO ETF 00777X413 1,223,260 45,094 SH SOLE 0 0 45,094
ALPHABET INC CAP STK CL A 02079K305 8,701,188 24,348 SH SOLE 0 0 24,348
ALPHABET INC CAP STK CL C 02079K107 1,112,343 3,148 SH SOLE 0 0 3,148
AMAZON COM INC COM 023135106 7,983,675 33,497 SH SOLE 0 0 33,497
APPLE INC COM 037833100 11,800,798 40,782 SH SOLE 0 0 40,782
APPLOVIN CORP COM CL A 03831W108 1,756,419 3,409 SH SOLE 0 0 3,409
BANK MONTREAL MEDIUM CAL LKD 45 063679385 564,129 21,942 SH SOLE 0 0 21,942
BANK OF AMER CORP COM 060505104 459,393 8,062 SH SOLE 0 0 8,062
BRISTOL-MYERS SQUIBB CO COM 110122108 781,077 13,556 SH SOLE 0 0 13,556
CHEVRON CORPORATION COM 166764100 273,807 1,652 SH SOLE 0 0 1,652
COSTCO WHOLESALE CORPORATION COM 22160K105 964,875 1,031 SH SOLE 0 0 1,031
CROWDSTRIKE HLDGS INC CL A 22788C105 4,549,841 5,962 SH SOLE 0 0 5,962
CSX CORP COM 126408103 261,372 5,499 SH SOLE 0 0 5,499
DANAHER CORP DEL COM 235851102 389,991 2,047 SH SOLE 0 0 2,047
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 4,494,977 54,590 SH SOLE 0 0 54,590
DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 250,003 5,636 SH SOLE 0 0 5,636
ELI LILLY & CO COM 532457108 1,188,101 991 SH SOLE 0 0 991
EQUINIX INC COM 29444U700 3,052,129 2,928 SH SOLE 0 0 2,928
EXELIXIS INC COM 30161Q104 222,646 4,092 SH SOLE 0 0 4,092
HONEYWELL AEROSPACE INC COM 43849R105 728,016 3,293 SH SOLE 0 0 3,293
HONEYWELL INTL INC COM 438516205 744,691 3,326 SH SOLE 0 0 3,326
INTERNATIONAL BUSINESS MACHS COM 459200101 230,016 818 SH SOLE 0 0 818
INVESCO QQQ TR UNIT SER 1 46090E103 504,792 685 SH SOLE 0 0 685
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,012,147 60,443 SH SOLE 0 0 60,443
ISHARES TR EXPANDED TECH 464287515 1,497,545 16,529 SH SOLE 0 0 16,529
ISHARES TR FUTU AI TECH ETF 46435U556 2,340,612 30,733 SH SOLE 0 0 30,733
ISHARES TR NATIONAL MUN ETF 464288414 18,820,925 174,883 SH SOLE 0 0 174,883
ISHARES TR CORE 80 20 ETF 464289859 334,916 3,432 SH SOLE 0 0 3,432
ISHARES TR CORE S&P500 ETF 464287200 252,239 337 SH SOLE 0 0 337
ISHARES TR CORE 60 BALA ETF 464289867 314,660 4,527 SH SOLE 0 0 4,527
ISHARES TR U.S. BAS MTL ETF 464287838 222,782 1,241 SH SOLE 0 0 1,241
ISHARES TR 0-3 MTH TREASURY 46436E718 3,665,088 36,407 SH SOLE 0 0 36,407
ISHARES TR FALN ANGLS USD 46435G474 443,427 16,279 SH SOLE 0 0 16,279
ISHARES TR U.S. TECH ETF 464287721 271,654 1,077 SH SOLE 0 0 1,077
ISHARES TR CORE US AGGBD ET 464287226 409,469 4,137 SH SOLE 0 0 4,137
ISHARES TR CALIF MUN BD ETF 464288356 367,744 6,380 SH SOLE 0 0 6,380
JOHNSON & JOHNSON COM 478160104 1,918,170 7,553 SH SOLE 0 0 7,553
LOWES COS INC COM 548661107 1,305,631 5,921 SH SOLE 0 0 5,921
MASTERCARD INCORPORATED CL A 57636Q104 2,639,295 5,139 SH SOLE 0 0 5,139
MERCK & CO INC COM 58933Y105 2,796,124 21,760 SH SOLE 0 0 21,760
META PLATFORMS INC CL A 30303M102 2,883,972 5,120 SH SOLE 0 0 5,120
MICROSOFT CORP COM 594918104 4,505,153 12,078 SH SOLE 0 0 12,078
NETFLIX INC. COM 64110L106 11,573,687 162,096 SH SOLE 0 0 162,096
NVIDIA CORPORATION COM 67066G104 22,279,722 111,349 SH SOLE 0 0 111,349
ORACLE CORP COM 68389X105 2,897,966 19,775 SH SOLE 0 0 19,775
PALO ALTO NETWORKS INC COM 697435105 1,040,793 3,052 SH SOLE 0 0 3,052
PIMCO ETF TR INTER MUN BD ACT 72201R866 8,207,855 156,043 SH SOLE 0 0 156,043
PROSHARES TR ULTRPRO S&P500 74347X864 216,088 1,524 SH SOLE 0 0 1,524
QUALCOMM INC COM 747525103 986,424 5,338 SH SOLE 0 0 5,338
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,353,895 1,403 SH SOLE 0 0 1,403
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 3,579,974 18,791 SH SOLE 0 0 18,791
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 2,698,032 59,507 SH SOLE 0 0 59,507
SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 3,717,938 84,441 SH SOLE 0 0 84,441
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 899,221 5,668 SH SOLE 0 0 5,668
SPDR GOLD TR GOLD SHS 78463V107 3,525,028 9,569 SH SOLE 0 0 9,569
SPDR INDEX SHS FDS ST MAR DIVID ETF 78463X533 1,425,254 34,798 SH SOLE 0 0 34,798
SPDR SERIES TRUST ST BLOO HIGH ETF 78468R622 12,089,703 125,451 SH SOLE 0 0 125,451
SPDR SERIES TRUST ST STR SP600GRWO 78464A201 244,591 2,053 SH SOLE 0 0 2,053
STATE STR SPDR DOW JONES IND UT SER 1 78467X109 211,306 404 SH SOLE 0 0 404
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 853,364 1,143 SH SOLE 0 0 1,143
TEXAS INSTRS INC COM 882508104 441,252 1,480 SH SOLE 0 0 1,480
THERMO FISHER SCIENTIFIC INC COM 883556102 1,693,985 3,379 SH SOLE 0 0 3,379
UNION PAC CORP COM 907818108 1,528,959 5,621 SH SOLE 0 0 5,621
UNITEDHEALTH GROUP INC COM 91324P102 2,413,297 5,806 SH SOLE 0 0 5,806
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 3,375,564 5,147 SH SOLE 0 0 5,147
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 6,505,431 44,466 SH SOLE 0 0 44,466
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21,942,387 298,902 SH SOLE 0 0 298,902
VANGUARD INDEX FDS SMALL CP ETF 922908751 3,978,230 13,124 SH SOLE 0 0 13,124
VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,183,093 14,007 SH SOLE 0 0 14,007
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8,469,755 101,131 SH SOLE 0 0 101,131
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,266,696 71,481 SH SOLE 0 0 71,481
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7,661,412 107,529 SH SOLE 0 0 107,529
VANGUARD WORLD FD COMM SRVC ETF 92204A884 3,783,779 20,570 SH SOLE 0 0 20,570
VANGUARD WORLD FD CONSUM DIS ETF 92204A108 7,771,721 19,595 SH SOLE 0 0 19,595
VANGUARD WORLD FD CONSUM STP ETF 92204A207 3,826,653 16,970 SH SOLE 0 0 16,970
VANGUARD WORLD FD FINANCIALS ETF 92204A405 5,883,346 44,706 SH SOLE 0 0 44,706
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 3,388,660 11,333 SH SOLE 0 0 11,333
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 5,709,542 15,843 SH SOLE 0 0 15,843
VANGUARD WORLD FD INF TECH ETF 92204A702 13,499,125 112,944 SH SOLE 0 0 112,944
VANGUARD WORLD FD MATERIALS ETF 92204A801 1,430,198 6,251 SH SOLE 0 0 6,251
VISA INC COM CL A 92826C839 2,915,815 8,499 SH SOLE 0 0 8,499
WALMART INC COM 931142103 908,012 8,017 SH SOLE 0 0 8,017