The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,215,079 | 3,566 | SH | SOLE | 0 | 0 | 3,566 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,441,936 | 7,097 | SH | SOLE | 0 | 0 | 7,097 | ||
| AMAZON COM INC | COM | 023135106 | 1,671,049 | 6,707 | SH | SOLE | 0 | 0 | 6,707 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 281,292 | 925 | SH | SOLE | 0 | 0 | 925 | ||
| AMGEN INC | COM | 031162100 | 258,386 | 613 | SH | SOLE | 0 | 0 | 613 | ||
| APPLE INC | COM | 037833100 | 2,237,156 | 6,718 | SH | SOLE | 0 | 0 | 6,718 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 5,229,035 | 7 | SH | SOLE | 0 | 0 | 7 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,434,096 | 2,880 | SH | SOLE | 0 | 0 | 2,880 | ||
| BROADCOM INC | COM | 11135F101 | 407,732 | 1,161 | SH | SOLE | 0 | 0 | 1,161 | ||
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | 19,619,511 | 491,594 | SH | SOLE | 0 | 0 | 491,594 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 947,645 | 1,281 | SH | SOLE | 0 | 0 | 1,281 | ||
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 571,136 | 1,875 | SH | SOLE | 0 | 0 | 1,875 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 576,378 | 7,380 | SH | SOLE | 0 | 0 | 7,380 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 28,286,822 | 170,116 | SH | SOLE | 0 | 0 | 170,116 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 38,763,775 | 50,615 | SH | SOLE | 0 | 0 | 50,615 | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 8,559,195 | 90,535 | SH | SOLE | 0 | 0 | 90,535 | ||
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,180,758 | 8,300 | SH | SOLE | 0 | 0 | 8,300 | ||
| ISHARES TR | S&P 500 VAL ETF | 464287408 | 677,763 | 2,969 | SH | SOLE | 0 | 0 | 2,969 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 8,157,867 | 100,466 | SH | SOLE | 0 | 0 | 100,466 | ||
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | 5,993,801 | 57,335 | SH | SOLE | 0 | 0 | 57,335 | ||
| ISHARES TR | NEW YORK MUN ETF | 464288323 | 3,085,986 | 61,084 | SH | SOLE | 0 | 0 | 61,084 | ||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 4,063,281 | 40,191 | SH | SOLE | 0 | 0 | 40,191 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 710,810 | 13,040 | SH | SOLE | 0 | 0 | 13,040 | ||
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | 3,610,963 | 72,993 | SH | SOLE | 0 | 0 | 72,993 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 219,420 | 4,635 | SH | SOLE | 0 | 0 | 4,635 | ||
| ELI LILLY &CO | COM | 532457108 | 454,732 | 393 | SH | SOLE | 0 | 0 | 393 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 558,088 | 1,012 | SH | SOLE | 0 | 0 | 1,012 | ||
| MICROSOFT CORP | COM | 594918104 | 270,131 | 527 | SH | SOLE | 0 | 0 | 527 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,414,814 | 6,195 | SH | SOLE | 0 | 0 | 6,195 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 308,865 | 405 | SH | SOLE | 0 | 0 | 405 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 599,823 | 1,575 | SH | SOLE | 0 | 0 | 1,575 | ||
| TJX COS INC NEW | COM | 872540109 | 429,214 | 3,244 | SH | SOLE | 0 | 0 | 3,244 | ||
| TESLA INC | COM | 88160R101 | 1,077,661 | 3,037 | SH | SOLE | 0 | 0 | 3,037 | ||
| UNITED PARCEL SVCS INC | CL B | 911312106 | 350,172 | 3,748 | SH | SOLE | 0 | 0 | 3,748 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 2,300,035 | 9,858 | SH | SOLE | 0 | 0 | 9,858 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 6,520,758 | 17,424 | SH | SOLE | 0 | 0 | 17,424 | ||
| VISA INC | COM CL A | 92826C839 | 275,150 | 766 | SH | SOLE | 0 | 0 | 766 | ||