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
JOHNSON & JOHNSON COM 478160104 9,367,825 36,886 SH SOLE 36,885 0 0
WILLIAMS SONOMA INC COM 969904101 973,892 4,178 SH SOLE 4,178 0 0
ISHARES TR MSCI INTL VLU FT 46435G409 5,734,149 137,115 SH SOLE 137,115 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 9,778,468 10,453 SH SOLE 10,453 0 0
COCA COLA CO COM 191216100 325,080 4,000 SH SOLE 4,000 0 0
ISHARES TR SHRT NAT MUN ETF 464288158 2,149,097 20,185 SH SOLE 20,185 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,353,819 3,152 SH SOLE 3,152 0 0
MCKESSON CORP COM 58155Q103 1,821,752 2,411 SH SOLE 2,411 0 0
VISTRA CORP COM 92840M102 6,484,160 40,876 SH SOLE 40,876 0 0
US BANCORP COM NEW 902973304 214,722 3,555 SH SOLE 3,555 0 0
HOME DEPOT INC COM 437076102 4,767,695 13,518 SH SOLE 13,518 0 0
SPDR GOLD TR GOLD SHS 78463V107 6,768,246 18,373 SH SOLE 18,373 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,507,247 97,078 SH SOLE 97,073 0 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 1,305,667 25,819 SH SOLE 25,819 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 10,242,802 111,226 SH SOLE 111,226 0 0
MICROSOFT CORP COM 594918104 6,537,476 17,526 SH SOLE 17,525 0 0
TESLA INC COM 88160R101 9,368,444 22,274 SH SOLE 22,274 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607 264,190 3,624 SH SOLE 3,624 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 6,460,017 19,295 SH SOLE 19,294 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,912,491 3,822 SH SOLE 3,822 0 0
DICKS SPORTING GOODS INC COM 253393102 8,397,187 37,023 SH SOLE 37,023 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,243,552 70,657 SH SOLE 70,657 0 0
DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 321,610 7,250 SH SOLE 7,250 0 0
SPROUTS FMRS MKT INC COM 85208M102 4,294,380 50,773 SH SOLE 50,773 0 0
SPDR SERIES TRUST ST STR RATE ETF 78468R200 1,221,444 39,593 SH SOLE 39,593 0 0
NVIDIA CORPORATION COM 67066G104 17,934,667 89,633 SH SOLE 89,633 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,820,279 12,121 SH SOLE 12,121 0 0
JPMORGAN CHASE & CO COM 46625H100 10,425,788 31,851 SH SOLE 31,851 0 0
CHEVRON CORPORATION COM 166764100 596,239 3,597 SH SOLE 3,597 0 0
TJX COS INC NEW COM 872540109 8,519,603 56,235 SH SOLE 56,235 0 0
CATERPILLAR INC COM 149123101 1,650,595 1,550 SH SOLE 1,550 0 0
WILLIAMS COS INC COM 969457100 1,429,930 19,235 SH SOLE 19,235 0 0
AXON ENTERPRISE INC COM 05464C101 4,307,167 7,683 SH SOLE 7,683 0 0
CAL MAINE FOODS INC COM NEW 128030202 713,439 8,856 SH SOLE 8,856 0 0
LAM RESEARCH CORP COM NEW 512807306 24,007,641 55,403 SH SOLE 55,402 0 0
PHILIP MORRIS INTL INC COM 718172109 1,399,339 7,735 SH SOLE 7,735 0 0
APPLE INC COM 037833100 10,265,058 35,475 SH SOLE 35,475 0 0