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
Estimated average burden
hours per response: 23.8
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 704,907 2,117 SH SOLE 0 0 2,117
ABBVIE INC COM 00287Y109 3,123,908 11,942 SH SOLE 0 0 11,942
ADVANCED MICRO DEVICES INC COM 007903107 7,697,776 12,583 SH SOLE 0 0 12,583
AMERIPRISE FINL INC COM 03076C106 1,279,860 2,599 SH SOLE 0 0 2,599
AMAZON COM INC COM 023135106 7,537,131 30,251 SH SOLE 0 0 30,251
ARISTA NETWORKS INC COM SHS 040413205 5,403,482 26,541 SH SOLE 0 0 26,541
ASML HLDG NV N Y REGISTRY SHS N07059210 282,621 156 SH SOLE 0 0 156
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1,541,821 16,399 SH SOLE 0 0 16,399
BROADCOM INC COM 11135F101 9,397,371 26,759 SH SOLE 0 0 26,759
BLOOM ENERGY CORP COM CL A 093712107 2,288,409 8,262 SH SOLE 0 0 8,262
BHP BILLITON LIMITED SPONSORED ADS 088606108 3,665,302 43,203 SH SOLE 0 0 43,203
CATERPILLAR INC COM 149123101 7,723,002 9,525 SH SOLE 0 0 9,525
COSTCO WHOLESALE CORPORATION COM 22160K105 439,805 483 SH SOLE 0 0 483
DEERE & CO COM 244199105 4,532,627 6,750 SH SOLE 0 0 6,750
DELL TECHNOLOGIES INC CL C 24703L202 15,277,471 28,399 SH SOLE 0 0 28,399
ISHARES TR CORE DIV GRWTH 46434V621 860,431 11,413 SH SOLE 0 0 11,413
ENTERPRISE PRODS PARTNERS L COM 293792107 1,433,303 40,250 SH SOLE 0 0 40,250
ISHARES TR MSCI EMG MKT ETF 464287234 427,148 10,320 SH SOLE 0 0 10,320
FREEPORT MCMORAN INC CL B 35671D857 5,091,100 72,730 SH SOLE 0 0 72,730
FIDELITY COVINGTON TRUST ENHA HIGH YI ETF 316092618 7,002,074 147,412 SH SOLE 0 0 147,412
FIDELITY COVINGTON TRUST DIVID ETF RISI 316092832 6,026,051 88,371 SH SOLE 0 0 88,371
FIDELITY COVINGTON TRUST ENHANCED LARGE 316092113 624,933 14,426 SH SOLE 0 0 14,426
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 831,535 18,442 SH SOLE 0 0 18,442
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A107 362,411 8,760 SH SOLE 0 0 8,760
COMFORT SYS USA INC COM 199908104 2,883,645 1,743 SH SOLE 0 0 1,743
FIDELITY COVINGTON TRUST ENH MID COR ETF 31609A503 858,463 21,260 SH SOLE 0 0 21,260
VANECK ETF TRUST GOLD MINERS ETF 92189F106 487,803 5,556 SH SOLE 0 0 5,556
GE VERNOVA INC COM 36828A101 8,117,685 8,541 SH SOLE 0 0 8,541
ALPHABET INC CAP STK CL A 02079K305 16,450,282 47,809 SH SOLE 0 0 47,809
TIDAL TRUST I FUND GRAN US ETF 886364231 1,010,654 36,315 SH SOLE 0 0 36,315
ROBINHOOD MKTS INC COM CL A 770700102 3,409,088 30,303 SH SOLE 0 0 30,303
HOWMET AEROSPACE INC COM 443201108 1,542,548 6,820 SH SOLE 0 0 6,820
ISHARES TR ISHARES BIOTECH 464287556 8,019,709 37,618 SH SOLE 0 0 37,618
ISHARES INC CORE MSCI EMKT 46434G103 11,711,888 144,306 SH SOLE 0 0 144,306
ISHARES TR CORE S&P MCP ETF 464287507 349,238 4,854 SH SOLE 0 0 4,854
ISHARES TR CORE S&P500 ETF 464287200 11,328,385 14,792 SH SOLE 0 0 14,792
ISHARES TR S&P 500 GRWT ETF 464287309 234,857 1,651 SH SOLE 0 0 1,651
ISHARES TR RUS 1000 GRW ETF 464287614 817,645 6,528 SH SOLE 0 0 6,528
ISHARES TR RUSSELL 2000 ETF 464287655 543,239 1,955 SH SOLE 0 0 1,955
KLA CORP COM NEW 482480100 5,601,840 28,738 SH SOLE 0 0 28,738
LUMENTUM HLDGS INC COM 55024U109 2,276,633 2,344 SH SOLE 0 0 2,344
ELI LILLY & CO COM 532457108 9,769,866 8,444 SH SOLE 0 0 8,444
LAM RESEARCH CORP COM NEW 512807306 3,931,591 11,968 SH SOLE 0 0 11,968
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 415,637 633 SH SOLE 0 0 633
META PLATFORMS INC CL A 30303M102 12,773,765 17,615 SH SOLE 0 0 17,615
ALTRIA GROUP INC COM 02209S103 449,128 6,670 SH SOLE 0 0 6,670
MARATHON PETE CORP COM 56585A102 6,094,364 15,412 SH SOLE 0 0 15,412
MPLX LP COM UNIT REP LTD 55336V100 1,689,600 30,000 SH SOLE 0 0 30,000
MONOLITHIC PWR SYS INC COM 609839105 3,261,620 2,421 SH SOLE 0 0 2,421
MARVELL TECHNOLOGY INC COM 573874104 10,742,016 40,657 SH SOLE 0 0 40,657
MICROSOFT CORP COM 594918104 9,968,875 19,436 SH SOLE 0 0 19,436
MICRON TECHNOLOGY INC COM 595112103 9,530,604 8,948 SH SOLE 0 0 8,948
NEWMONT CORP COM 651639106 1,283,548 11,128 SH SOLE 0 0 11,128
CLOUDFLARE INC CL A COM 18915M107 2,762,960 7,956 SH SOLE 0 0 7,956
NVIDIA CORPORATION COM 67066G104 17,156,080 75,121 SH SOLE 0 0 75,121
PARKER-HANNIFIN CORP COM 701094104 2,259,435 2,365 SH SOLE 0 0 2,365
QUANTA SVCS INC COM 74762E102 1,055,012 1,642 SH SOLE 0 0 1,642
INVESCO QQQ TR UNIT SER 1 46090E103 3,141,009 4,246 SH SOLE 0 0 4,246
ISHARES TR MSCI USA QLT FCT 46432F339 9,903,798 44,564 SH SOLE 0 0 44,564
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 273,397 8,404 SH SOLE 0 0 8,404
ISHARES TR 0-3 MTH TREASURY 46436E718 2,758,793 27,402 SH SOLE 0 0 27,402
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1,915,683 2,512 SH SOLE 0 0 2,512
STERLING INFRASTRUCTURE INC COM 859241101 3,063,953 6,230 SH SOLE 0 0 6,230
TESLA INC COM 88160R101 398,015 1,122 SH SOLE 0 0 1,122
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 8,471,439 18,570 SH SOLE 0 0 18,570
TWILIO INC CL A 90138F102 3,129,322 10,700 SH SOLE 0 0 10,700
VISA INC COM CL A 92826C839 613,932 1,709 SH SOLE 0 0 1,709
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 922040845 652,578 8,618 SH SOLE 0 0 8,618
VALERO ENERGY CORP COM 91913Y100 7,138,101 18,416 SH SOLE 0 0 18,416
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 1,000,439 12,757 SH SOLE 0 0 12,757
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 791,605 1,129 SH SOLE 0 0 1,129
VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 1,030,742 3,529 SH SOLE 0 0 3,529
VERTIV HOLDINGS CO COM CL A 92537N108 6,293,150 24,867 SH SOLE 0 0 24,867
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 699,421 1,869 SH SOLE 0 0 1,869
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 1,691,145 7,826 SH SOLE 0 0 7,826
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 844,883 5,702 SH SOLE 0 0 5,702
WASTE MGMT INC DEL COM 94106L109 234,916 1,152 SH SOLE 0 0 1,152
SPDR SERIES TRUST ST STR SP BIOT 78464A870 14,370,281 91,136 SH SOLE 0 0 91,136
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 255,306 4,151 SH SOLE 0 0 4,151
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 563,271 2,878 SH SOLE 0 0 2,878
SPDR SERIES TRUST ST STR NYSE TECH 78464A102 2,841,416 7,435 SH SOLE 0 0 7,435