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
APPLE INC COM 037833100 5,280,074 18,247 SH SOLE 18,247 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,554,226 21,092 SH SOLE 21,092 0 0
CATERPILLAR INC COM 149123101 427,025 401 SH SOLE 401 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 306,834 328 SH SOLE 328 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 302,203 396 SH SOLE 396 0 0
FIRST TR EXCHANGE-TRADED FD SHS 337345102 6,530,661 19,513 SH SOLE 19,513 0 0
FIRST TR EXCHANGE-TRADED FD SHS 336917109 893,446 18,361 SH SOLE 18,361 0 0
JPMORGAN CHASE & CO COM 46625H100 4,995,025 15,260 SH SOLE 15,260 0 0
MICROSOFT CORP COM 594918104 3,949,433 10,588 SH SOLE 10,588 0 0
NVIDIA CORPORATION COM 67066G104 4,523,232 22,606 SH SOLE 22,606 0 0
PROSHARES TR S&P 500 DV ARIST 74348A467 243,959 4,344 SH SOLE 4,344 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7,499,360 207,566 SH SOLE 207,566 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 268,737 5,060 SH SOLE 5,060 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,671,943 3,578 SH SOLE 3,578 0 0
THE ALGER ETF TRUST AI ENABLERS ADOP 015564503 3,617,696 79,266 SH SOLE 79,266 0 0
THE ALGER ETF TRUST RUSSE INNOV ETF 015564602 1,669,407 77,907 SH SOLE 77,907 0 0
UNITED PARCEL SVCS INC CL B 911312106 1,689,685 15,718 SH SOLE 15,718 0 0
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 15,849,598 121,546 SH SOLE 121,546 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 7,817,480 97,027 SH SOLE 97,027 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37,081,669 53,991 SH SOLE 53,991 0 0
VANGUARD MUN BD FDS CORE TAX EXEMPT 922907712 2,338,986 30,615 SH SOLE 30,615 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 3,723,048 31,150 SH SOLE 31,150 0 0
VISA INC COM CL A 92826C839 4,741,842 13,821 SH SOLE 13,821 0 0