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
1ST FINL BANCORP COM 320209109 279,218 8,915 SH SOLE 8,915 0 0
AIRBNB INC COM CL A 009066101 2,115,761 13,170 SH SOLE 13,170 0 0
ALPHABET INC CAP STK CL A 02079K305 5,417,592 15,745 SH SOLE 15,745 0 0
ALPHABET INC CAP STK CL C 02079K107 494,414 1,451 SH SOLE 1,451 0 0
AMAZON COM INC COM 023135106 1,904,004 7,642 SH SOLE 7,642 0 0
AMGEN INC COM 031162100 1,496,782 3,551 SH SOLE 3,551 0 0
APPLE INC COM 037833100 3,982,381 11,958 SH SOLE 11,958 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,242,306 6,102 SH SOLE 6,102 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 514,382 1,033 SH SOLE 1,033 0 0
BLACKROCK FLOATING RATE INC COM 091941104 1,706,862 162,404 SH SOLE 162,404 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 244,920 3,925 SH SOLE 3,925 0 0
BROADCOM INC COM 11135F101 1,495,776 4,259 SH SOLE 4,259 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,665,011 9,906 SH SOLE 9,906 0 0
CHEVRON CORPORATION COM 166764100 311,624 1,526 SH SOLE 1,526 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 615,153 3,300 SH SOLE 3,300 0 0
COMFORT SYS USA INC COM 199908104 4,568,641 2,762 SH SOLE 2,762 0 0
ELI LILLY & CO COM 532457108 846,198 731 SH SOLE 731 0 0
ENOVA INTL INC COM 29357K103 945,508 5,658 SH SOLE 5,658 0 0
ESPEY MFG & ELECTRS CORP COM 296650104 1,176,150 19,137 SH SOLE 19,137 0 0
EVERPURE INC CL A 74624M102 1,570,799 12,011 SH SOLE 12,011 0 0
EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF 301505475 604,589 10,038 SH SOLE 10,038 0 0
EXELIXIS INC COM 30161Q104 957,048 16,385 SH SOLE 16,385 0 0
EXZEO GROUP INC COM SHS 30234F101 582,837 40,279 SH SOLE 40,279 0 0
FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 33734X846 943,686 9,154 SH SOLE 9,154 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,459,553 1,621 SH SOLE 1,621 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,416,883 40,008 SH SOLE 40,008 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 2,990,120 76,162 SH SOLE 76,162 0 0
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 643,288 33,331 SH SOLE 33,331 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 3,372,805 147,768 SH SOLE 147,768 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1,133,297 57,984 SH SOLE 57,984 0 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG 46138J395 2,816,206 136,345 SH SOLE 136,345 0 0
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 3,050,459 142,439 SH SOLE 142,439 0 0
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585 3,602,938 162,992 SH SOLE 162,992 0 0
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V118 407,652 7,242 SH SOLE 7,242 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 328,540 6,940 SH SOLE 6,940 0 0
ISHARES INC MSCI MEXICO ETF 464286822 822,725 11,573 SH SOLE 11,573 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 237,469 6,375 SH SOLE 6,375 0 0
ISHARES TR TIPS BD ETF 464287176 711,104 6,835 SH SOLE 6,835 0 0
ISHARES TR MSCI INDIA ETF 46429B598 471,981 10,111 SH SOLE 10,111 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 1,237,667 4,992 SH SOLE 4,992 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 756,065 7,583 SH SOLE 7,583 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 3,413,221 66,860 SH SOLE 66,860 0 0
ISHARES TR CORE S&P MCP ETF 464287507 248,228 3,450 SH SOLE 3,450 0 0
ISHARES TR TRUST ISHARE 0-1 464288679 963,232 8,731 SH SOLE 8,731 0 0
ISHARES TR CORE S&P SCP ETF 464287804 287,316 2,112 SH SOLE 2,112 0 0
ISHARES TR PFD AND INCM SEC 464288687 673,333 22,825 SH SOLE 22,825 0 0
KINSALE CAP GROUP INC COM 49714P108 1,959,428 6,071 SH SOLE 6,071 0 0
LOCKHEED MARTIN CORP COM 539830109 567,305 1,114 SH SOLE 1,114 0 0
MAPLEBEAR INC COM 565394103 2,292,777 53,172 SH SOLE 53,172 0 0
MAREX GROUP LTD ORD G5T40M104 1,590,737 22,803 SH SOLE 22,803 0 0
META PLATFORMS INC CL A 30303M102 3,217,308 4,437 SH SOLE 4,437 0 0
MICROSOFT CORP COM 594918104 2,700,225 5,265 SH SOLE 5,265 0 0
NVIDIA CORPORATION COM 67066G104 5,333,884 23,355 SH SOLE 23,355 0 0
PACER FDS TR ARIST HIGH ETF 69374H428 7,261,451 156,362 SH SOLE 156,362 0 0
PARKER-HANNIFIN CORP COM 701094104 3,231,230 3,382 SH SOLE 3,382 0 0
PAYCHEX INC COM 704326107 1,172,840 11,907 SH SOLE 11,907 0 0
POWELL INDS INC COM 739128106 1,804,496 9,782 SH SOLE 9,782 0 0
PROSHARES TR SHOR S&P 500 NEW 74349Y753 2,726,363 84,147 SH SOLE 84,147 0 0
REDDIT INC CL A 75734B100 1,035,396 7,269 SH SOLE 7,269 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,320,450 3,779 SH SOLE 3,779 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 1,052,437 17,436 SH SOLE 17,436 0 0
SALESFORCE INC COM 79466L302 914,410 3,983 SH SOLE 3,983 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 836,316 11,749 SH SOLE 11,749 0 0
SPDR SERIES TRUST ST STR CONV ETF 78464A359 880,856 8,706 SH SOLE 8,706 0 0
SPDR SERIES TRUST ST STR FTSE ETF 78464A490 1,506,774 39,496 SH SOLE 39,496 0 0
SPROUTS FMRS MKT INC COM 85208M102 795,354 11,987 SH SOLE 11,987 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 786,272 1,031 SH SOLE 1,031 0 0
STERLING INFRASTRUCTURE INC COM 859241101 5,834,478 11,864 SH SOLE 11,864 0 0
TESLA INC COM 88160R101 1,182,050 3,332 SH SOLE 3,332 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 790,588 4,399 SH SOLE 4,399 0 0
TRAVEL PLUS LEISURE CO COM 894164102 1,700,403 27,483 SH SOLE 27,483 0 0
TWILIO INC CL A 90138F102 3,550,464 12,140 SH SOLE 12,140 0 0
UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 288,365 7,249 SH SOLE 7,249 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,986,356 5,511 SH SOLE 5,511 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 485,626 6,356 SH SOLE 6,356 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1,940,028 27,655 SH SOLE 27,655 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 1,332,762 16,995 SH SOLE 16,995 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 230,532 616 SH SOLE 616 0 0
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 998,606 3,510 SH SOLE 3,510 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,077,811 18,173 SH SOLE 18,173 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 549,682 7,116 SH SOLE 7,116 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 1,215,714 19,257 SH SOLE 19,257 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 898,530 5,790 SH SOLE 5,790 0 0
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 1,466,821 4,641 SH SOLE 4,641 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306 839,121 4,874 SH SOLE 4,874 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,413,115 5,856 SH SOLE 5,856 0 0