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
ISHARES TR CORE S&P500 ETF 464287200 4,716,250 6,158 SH SOLE 6,158 0 0
NVIDIA CORPORATION COM 67066G104 16,607,623 72,640 SH SOLE 72,640 0 0
APPLE INC COM 037833100 17,944,760 53,885 SH SOLE 53,885 0 0
ALPHABET INC CAP STK CL C 02079K107 11,021,603 32,346 SH SOLE 32,346 0 0
MICROSOFT CORP COM 594918104 11,877,756 23,158 SH SOLE 23,158 0 0
SPDR GOLD TR GOLD SHS 78463V107 7,330,027 19,247 SH SOLE 19,247 0 0
AMAZON COM INC COM 023135106 10,737,281 43,096 SH SOLE 43,096 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 8,431,753 18,439 SH SOLE 18,439 0 0
BROADCOM INC COM 11135F101 9,200,932 26,199 SH SOLE 26,199 0 0
ELI LILLY & CO COM 532457108 6,065,413 5,242 SH SOLE 5,242 0 0
META PLATFORMS INC CL A 30303M102 6,104,352 8,418 SH SOLE 8,418 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,139,005 26,965 SH SOLE 26,965 0 0
APPLIED MATLS INC COM 038222105 6,231,677 12,186 SH SOLE 12,186 0 0
ARISTA NETWORKS INC COM SHS 040413205 8,458,358 41,546 SH SOLE 41,546 0 0
GLOBAL X FDS 1 3 MO T BI ET 37960A438 8,118,409 80,909 SH SOLE 80,909 0 0
PALO ALTO NETWORKS INC COM 697435105 7,265,020 18,286 SH SOLE 18,286 0 0
KLA CORP COM NEW 482480100 3,121,609 16,014 SH SOLE 16,014 0 0
VALERO ENERGY CORP COM 91913Y100 3,104,368 8,009 SH SOLE 8,009 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 2,935,423 15,938 SH SOLE 15,938 0 0
CHEVRON CORPORATION COM 166764100 3,515,281 17,214 SH SOLE 17,214 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 6,266,567 3,459 SH SOLE 3,459 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 4,796,211 29,470 SH SOLE 29,470 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,052,414 11,346 SH SOLE 11,346 0 0
WILLIAMS COS INC COM 969457100 3,671,943 54,023 SH SOLE 54,023 0 0
LINDE PLC SHS G54950103 2,181,966 4,597 SH SOLE 4,597 0 0
DEERE & CO COM 244199105 3,050,806 4,532 SH SOLE 4,532 0 0
PHILIP MORRIS INTL INC COM 718172109 3,179,824 16,664 SH SOLE 16,664 0 0
JOHNSON & JOHNSON COM 478160104 2,659,313 10,045 SH SOLE 10,045 0 0
JPMORGAN CHASE & CO COM 46625H100 4,368,021 13,203 SH SOLE 13,203 0 0
CME GROUP INC COM 12572Q105 2,579,135 9,845 SH SOLE 9,845 0 0
CHUBB LIMITED COM H1467J104 2,761,883 8,465 SH SOLE 8,465 0 0
EQUINOR ASA SPONSORED ADR 29446M102 2,226,765 53,528 SH SOLE 53,528 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,619,912 48,160 SH SOLE 48,160 0 0
ISHARES GOLD TR ISHARES NEW 464285204 3,385,479 43,348 SH SOLE 43,348 0 0
ASTRAZENECA PLC ORD G0593M107 1,861,588 11,529 SH SOLE 11,529 0 0
MORGAN STANLEY COM NEW 617446448 3,714,428 19,749 SH SOLE 19,749 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,878,858 3,407 SH SOLE 3,407 0 0
CBOE GLOBAL MKTS INC COM 12503M108 3,011,673 10,940 SH SOLE 10,940 0 0
TRANSDIGM GROUP INC COM 893641100 2,715,161 2,508 SH SOLE 2,508 0 0
VISA INC COM CL A 92826C839 3,207,681 8,927 SH SOLE 8,927 0 0
MICRON TECHNOLOGY INC COM 595112103 3,208,111 3,012 SH SOLE 3,012 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,456,161 4,698 SH SOLE 4,698 0 0
WALMART INC COM 931142103 2,201,130 21,181 SH SOLE 21,181 0 0
PROGRESSIVE CORP COM 743315103 1,945,604 9,385 SH SOLE 9,385 0 0
KINDER MORGAN INC DEL COM 49456B101 2,962,720 98,266 SH SOLE 98,266 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,172,556 4,363 SH SOLE 4,363 0 0
GENERAL DYNAMICS CORP COM 369550108 1,972,398 5,944 SH SOLE 5,944 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,057,718 4,222 SH SOLE 4,222 0 0
GE VERNOVA INC COM 36828A101 1,912,386 2,012 SH SOLE 2,012 0 0
QUEST DIAGNOSTICS INC COM 74834L100 1,820,044 7,809 SH SOLE 7,809 0 0
DOORDASH INC CL A 25809K105 2,349,991 12,803 SH SOLE 12,803 0 0
UBS GROUP AG SHS H42097107 3,049,867 63,367 SH SOLE 63,367 0 0
AMERICAN EXPRESS CO COM 025816109 1,679,848 5,524 SH SOLE 5,524 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,354,139 2,586 SH SOLE 2,586 0 0
DOMINION ENERGY INC COM 25746U109 1,614,795 26,682 SH SOLE 26,682 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,612,999 23,544 SH SOLE 23,544 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,791,464 12,080 SH SOLE 12,080 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,353,862 5,407 SH SOLE 5,407 0 0
EATON CORP PLC SHS G29183103 1,960,337 4,562 SH SOLE 4,562 0 0
MCKESSON CORP COM 58155Q103 2,588,184 3,028 SH SOLE 3,028 0 0
NEXTERA ENERGY INC COM 65339F101 1,963,257 25,921 SH SOLE 25,921 0 0
ECOLAB INC COM 278865100 1,750,695 6,359 SH SOLE 6,359 0 0
UNION PAC CORP COM 907818108 1,984,992 7,294 SH SOLE 7,294 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,451,662 6,029 SH SOLE 6,029 0 0
CATERPILLAR INC COM 149123101 3,885,306 4,792 SH SOLE 4,792 0 0
ABBVIE INC COM 00287Y109 2,945,765 11,261 SH SOLE 11,261 0 0
RTX CORPORATION COM 75513E101 1,636,876 8,817 SH SOLE 8,817 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,695,123 4,766 SH SOLE 4,766 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,592,797 38,270 SH SOLE 38,270 0 0
VANGUARD MALVERN FDS CORE BD ETF 922020748 30,571,294 415,258 SH SOLE 415,258 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 690,144 11,990 SH SOLE 11,990 0 0
SSGA ACTIVE ETF TR ST STR TOTAL ETF 78467V848 808,946 21,618 SH SOLE 21,618 0 0
LAM RESEARCH CORP COM NEW 512807306 394,937 1,201 SH SOLE 1,201 0 0
NETFLIX INC. COM 64110L106 1,260,929 18,122 SH SOLE 18,122 0 0
SPDR SERIES TRUST ST STR SP BIOT 78464A870 805,745 5,110 SH SOLE 5,110 0 0
WASTE MGMT INC DEL COM 94106L109 444,953 2,182 SH SOLE 2,182 0 0
STARBUCKS CORP COM 855244109 426,578 4,540 SH SOLE 4,540 0 0
HOME DEPOT INC COM 437076102 420,761 1,479 SH SOLE 1,479 0 0
ADOBE INC COM 00724F101 461,645 1,924 SH SOLE 1,924 0 0
ALPHABET INC CAP STK CL A 02079K305 2,327,209 6,764 SH SOLE 6,764 0 0
MCDONALDS CORP COM 580135101 242,256 1,049 SH SOLE 1,049 0 0
MARATHON PETE CORP COM 56585A102 518,000 1,310 SH SOLE 1,310 0 0
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 709,153 7,871 SH SOLE 7,871 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 527,155 2,693 SH SOLE 2,693 0 0
QUALCOMM INC COM 747525103 291,335 1,583 SH SOLE 1,583 0 0
CISCO SYS INC COM 17275R102 561,829 5,220 SH SOLE 5,220 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1,084,570 15,360 SH SOLE 15,360 0 0
VANGUARD MUN BD FDS CORE TAX EXEMPT 922907712 11,946,393 166,919 SH SOLE 166,919 0 0
INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 209,088 3,354 SH SOLE 3,354 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,523,096 3,600 SH SOLE 3,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,884,627 2,545 SH SOLE 2,545 0 0
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 253,030 1,171 SH SOLE 1,171 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 212,110 8,946 SH SOLE 8,946 0 0
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 305,131 2,506 SH SOLE 2,506 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,525,970 3,304 SH SOLE 3,304 0 0
FIFTH THIRD BANCORP COM 316773100 269,433 5,283 SH SOLE 5,283 0 0
ISHARES TR CORE S&P TTL STK 464287150 466,415 2,805 SH SOLE 2,805 0 0
ALLSTATE CORP COM 020002101 226,284 1,015 SH SOLE 1,015 0 0
TRUIST FINL CORP COM 89832Q109 217,332 4,694 SH SOLE 4,694 0 0
ISHARES TR RUS MID CAP ETF 464287499 262,293 2,458 SH SOLE 2,458 0 0
MERCK & CO INC COM 58933Y105 463,473 3,171 SH SOLE 3,171 0 0
TESLA INC COM 88160R101 234,529 661 SH SOLE 661 0 0
SEMPRA COM 816851109 544,505 6,926 SH SOLE 6,926 0 0
NORFOLK SOUTHN CORP COM 655844108 218,772 708 SH SOLE 708 0 0
ISHARES TR 0-3 MTH TREASURY 46436E718 241,632 2,400 SH SOLE 2,400 0 0