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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   50,555 256 SH   DFND 1,442,676 0 49 207
ALPHABET INC CAP STK CL A 02079K305   38,643 233 SH   DFND 1,442,676 0 47 186
AMAZON COM INC COM 023135106   18,633 100 SH   DFND 825,204 0 100 0
AMAZON COM INC COM 023135106   36,707 197 SH   DFND 1,442,676 0 37 160
APPLE INC COM 037833100   53,357 229 SH   DFND 1,442,676 0 40 189
ASML HOLDING N V N Y REGISTRY SHS N07059210   44,162 53 SH   DFND 1,442,676 0 10 43
AUTOMATIC DATA PROCESSING IN COM 053015103   37,082 134 SH   DFND 1,442,676 0 27 107
CATERPILLAR INC COM 149123101   28,943 74 SH   DFND 1,442,676 0 14 60
CHUBB LIMITED COM H1467J104   51,045 177 SH   DFND 1,442,676 0 31 146
CISCO SYS INC COM 17275R102   21,288 400 SH   DFND 825,204 0 400 0
CISCO SYS INC COM 17275R102   46,408 872 SH   DFND 1,442,676 0 157 715
DISNEY WALT CO COM 254687106   28,857 300 SH   DFND 825,204 0 300 0
EXXON MOBIL CORP COM 30231G102   23,444 200 SH   DFND 825,204 0 200 0
EXXON MOBIL CORP COM 30231G102   48,764 416 SH   DFND 1,442,676 0 71 345
INTERCONTINENTAL EXCHANGE IN COM 45866F104   47,389 295 SH   DFND 1,442,676 0 56 239
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420   200,243 4,116 SH   DFND 1,442,676 0 766 3,350
ISHARES TR ISHS 5-10YR INVT 464288638   138,705 2,582 SH   DFND 1,442,676 0 473 2,109
ISHARES TR MBS ETF 464288588   356,030 3,716 SH   DFND 1,442,676 0 694 3,022
ISHARES TR 3 7 YR TREAS BD 464288661   372,928 3,118 SH   DFND 1,442,676 0 588 2,530
ISHARES TR ISHS 1-5YR INVS 464288646   296,950 5,639 SH   DFND 1,442,676 0 1,050 4,589
ISHARES TR 1 3 YR TREAS BD 464287457   112,086 1,348 SH   DFND 1,442,676 0 255 1,093
ISHARES TR 7-10 YR TRSY BD 464287440   191,530 1,952 SH   DFND 1,442,676 0 362 1,590
ISHARES TR 20 YR TR BD ETF 464287432   140,970 1,437 SH   DFND 1,442,676 0 267 1,170
JOHNSON & JOHNSON COM 478160104   44,729 276 SH   DFND 1,442,676 0 54 222
JPMORGAN CHASE & CO. COM 46625H100   32,894 156 SH   DFND 1,442,676 0 30 126
MASTERCARD INCORPORATED CL A 57636Q104   32,097 65 SH   DFND 1,442,676 0 11 54
MICROSOFT CORP COM 594918104   36,145 84 SH   DFND 1,442,676 0 16 68
MONDELEZ INTL INC CL A 609207105   22,101 300 SH   DFND 825,204 0 300 0
MONDELEZ INTL INC CL A 609207105   45,823 622 SH   DFND 1,442,676 0 118 504
NVIDIA CORPORATION COM 67066G104   36,432 300 SH   DFND 825,204 0 300 0
NVIDIA CORPORATION COM 67066G104   55,862 460 SH   DFND 1,442,676 0 90 370
PROCTER AND GAMBLE CO COM 742718109   38,104 220 SH   DFND 1,442,676 0 43 177
RTX CORPORATION COM 75513E101   36,348 300 SH   DFND 825,204 0 300 0
RTX CORPORATION COM 75513E101   41,194 340 SH   DFND 1,442,676 0 66 274
SPDR S&P 500 ETF TR TR UNIT 78462F103   270,815 472 SH   DFND 1,442,676 0 86 386
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   373,299 4,066 SH   DFND 1,442,676 0 765 3,301
STARBUCKS CORP COM 855244109   19,498 200 SH   DFND 825,204 0 200 0
UNITEDHEALTH GROUP INC COM 91324P102   26,895 46 SH   DFND 1,442,676 0 9 37
VERIZON COMMUNICATIONS INC COM 92343V104   13,473 300 SH   DFND 825,204 0 300 0
3M CO COM 88579Y101   313,608 2,294 SH   SOLE   397 0 1,898
ABBVIE INC COM 00287Y109   315,904 1,600 SH   SOLE   1,159 0 441
ALPHABET INC CAP STK CL A 02079K305   277,799 1,675 SH   SOLE   1,096 0 579
AMAZON COM INC COM 023135106   4,762,595 25,560 SH   SOLE   14,666 0 10,894
AON PLC SHS CL A G0403H108   656,689 1,898 SH   SOLE   1,898 0 0
APPLE INC COM 037833100   11,691,439 50,178 SH   SOLE   29,787 0 20,391
APPLIED MATLS INC COM 038222105   1,447,688 7,165 SH   SOLE   7,098 0 67
ASML HOLDING N V N Y REGISTRY SHS N07059210   192,481 231 SH   SOLE   135 0 96
AT&T INC COM 00206R102   506,443 23,020 SH   SOLE   3,975 0 19,045
AUTOMATIC DATA PROCESSING IN COM 053015103   761,212 2,751 SH   SOLE   1,657 0 1,094
BERKSHIRE HATHAWAY INC DEL CL A 084670108   145,838,980 211 SH   SOLE   192 0 19
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,844,552 8,353 SH   SOLE   2,378 0 5,975
BLACKROCK INC COM 09247X101   656,371 691 SH   SOLE   544 0 147
CARRIER GLOBAL CORPORATION COM 14448C104   209,274 2,600 SH   SOLE   2,475 0 125
CATERPILLAR INC COM 149123101   310,476 794 SH   SOLE   229 0 565
CHEVRON CORP NEW COM 166764100   312,409 2,121 SH   SOLE   887 0 1,234
CHUBB LIMITED COM H1467J104   486,226 1,686 SH   SOLE   1,651 0 35
CISCO SYS INC COM 17275R102   253,026 4,754 SH   SOLE   1,514 0 3,240
COCA COLA CO COM 191216100   388,547 5,407 SH   SOLE   2,733 0 2,674
COINBASE GLOBAL INC COM CL A 19260Q107   1,393,111 7,819 SH   SOLE   5,218 0 2,601
CORNING INC COM 219350105   269,591 5,971 SH   SOLE   4,546 0 1,425
CSX CORP COM 126408103   560,813 16,241 SH   SOLE   11,168 0 5,073
DISNEY WALT CO COM 254687106   271,671 2,824 SH   SOLE   312 0 2,512
EATON CORP PLC SHS G29183103   332,434 1,003 SH   SOLE   350 0 653
ENTERPRISE PRODS PARTNERS L COM 293792107   825,597 28,361 SH   SOLE   21,249 0 7,112
EXXON MOBIL CORP COM 30231G102   2,348,603 20,036 SH   SOLE   6,701 0 13,335
FEDEX CORP COM 31428X106   273,980 1,001 SH   SOLE   782 0 219
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200   261,626 5,295 SH   SOLE   182 0 5,113
FIRST TR NAS100 EQ WEIGHTED SHS 337344105   272,101 2,169 SH   SOLE   2,169 0 0
FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS 354921108   1,098,046 29,822 SH   SOLE   19,067 0 10,755
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769   425,830 10,163 SH   SOLE   6,318 0 3,845
GRAYSCALE ETHEREUM MINI TR E COM UNIT 38964R104   273,831 112,226 SH   SOLE   72,439 0 39,787
HEXCEL CORP NEW COM 428291108   209,902 3,395 SH   SOLE   3,085 0 310
INTERCONTINENTAL EXCHANGE IN COM 45866F104   171,564 1,068 SH   SOLE   980 0 88
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537   339,090 14,041 SH   SOLE   7,411 0 6,630
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   1,478,859 7,363 SH   SOLE   4,560 0 2,803
INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420   128,387 2,639 SH   SOLE   868 0 1,771
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   649,085 9,049 SH   SOLE   7,153 0 1,896
INVESCO QQQ TR UNIT SER 1 46090E103   270,879 555 SH   SOLE   309 0 246
ISHARES GOLD TR SHARES REPRESENT 46436F103   944,213 35,970 SH   SOLE   23,314 0 12,656
ISHARES TR CORE MSCI TOTAL 46432F834   1,794,615 24,709 SH   SOLE   15,204 0 9,505
ISHARES TR CORE 1 5 YR USD 46432F859   265,841 5,461 SH   SOLE   1,683 0 3,778
ISHARES TR MSCI USA MMENTM 46432F396   285,283 1,407 SH   SOLE   735 0 672
ISHARES TR ESG AW MSCI EAFE 46435G516   239,043 2,840 SH   SOLE   1,519 0 1,321
ISHARES TR CORE MSCI INTL 46435G326   728,203 10,281 SH   SOLE   7,597 0 2,684
ISHARES TR ESG AWR MSCI USA 46435G425   294,756 2,336 SH   SOLE   375 0 1,961
ISHARES TR ISHS 5-10YR INVT 464288638   124,469 2,317 SH   SOLE   1,263 0 1,054
ISHARES TR MBS ETF 464288588   228,698 2,387 SH   SOLE   775 0 1,612
ISHARES TR 3 7 YR TREAS BD 464288661   297,458 2,487 SH   SOLE   652 0 1,835
ISHARES TR SHRT NAT MUN ETF 464288158   746,622 7,031 SH   SOLE   2,737 0 4,294
ISHARES TR MRGSTR MD CP ETF 464288208   1,207,654 15,886 SH   SOLE   10,012 0 5,874
ISHARES TR CORE S&P TTL STK 464287150   8,528,053 67,888 SH   SOLE   43,495 0 24,393
ISHARES TR ISHS 1-5YR INVS 464288646   192,367 3,653 SH   SOLE   1,041 0 2,612
ISHARES TR MSCI KLD400 SOC 464288570   766,426 7,045 SH   SOLE   3,383 0 3,662
ISHARES TR U.S. UTILITS ETF 464287697   211,589 2,074 SH   SOLE   0 0 2,074
ISHARES TR CORE S&P500 ETF 464287200   6,098,236 10,572 SH   SOLE   7,110 0 3,462
ISHARES TR U.S. TECH ETF 464287721   738,086 4,868 SH   SOLE   0 0 4,868
ISHARES TR MSCI EAFE ETF 464287465   275,226 3,291 SH   SOLE   0 0 3,291
ISHARES TR MRGSTR MD CP GRW 464288307   276,264 3,786 SH   SOLE   3,786 0 0
ISHARES TR CORE US AGGBD ET 464287226   1,414,438 13,967 SH   SOLE   9,274 0 4,693
ISHARES TR 1 3 YR TREAS BD 464287457   91,631 1,102 SH   SOLE   338 0 764
ISHARES TR 7-10 YR TRSY BD 464287440   100,181 1,021 SH   SOLE   406 0 615
ISHARES TR 20 YR TR BD ETF 464287432   98,983 1,009 SH   SOLE   303 0 706
JOHNSON & JOHNSON COM 478160104   6,127,405 37,809 SH   SOLE   2,688 0 35,121
JPMORGAN CHASE & CO. COM 46625H100   748,611 3,550 SH   SOLE   1,813 0 1,737
MASTERCARD INCORPORATED CL A 57636Q104   562,696 1,140 SH   SOLE   15 0 1,125
MCDONALDS CORP COM 580135101   1,107,932 3,638 SH   SOLE   3,560 0 78
MICROSOFT CORP COM 594918104   3,675,475 8,542 SH   SOLE   5,108 0 3,434
MONDELEZ INTL INC CL A 609207105   343,405 4,661 SH   SOLE   4,536 0 125
NETFLIX INC COM 64110L106   946,875 1,335 SH   SOLE   485 0 850
NORFOLK SOUTHN CORP COM 655844108   633,782 2,550 SH   SOLE   1,000 0 1,550
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201   497,102 6,016 SH   SOLE   2,410 0 3,606
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   309,813 7,426 SH   SOLE   3,504 0 3,922
NVIDIA CORPORATION COM 67066G104   3,589,654 29,559 SH   SOLE   24,273 0 5,286
ONEOK INC NEW COM 682680103   364,702 4,002 SH   SOLE   2,812 0 1,190
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   403,739 23,243 SH   SOLE   21,950 0 1,293
PROCTER AND GAMBLE CO COM 742718109   1,124,578 6,493 SH   SOLE   4,710 0 1,783
RTX CORPORATION COM 75513E101   377,656 3,117 SH   SOLE   2,523 0 594
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   2,663,385 54,377 SH   SOLE   36,690 0 17,687
SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854   824,578 16,296 SH   SOLE   9,759 0 6,537
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   377,317 9,176 SH   SOLE   722 0 8,454
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   718,803 10,594 SH   SOLE   0 0 10,594
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   1,063,681 20,654 SH   SOLE   12,726 0 7,928
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   921,967 11,096 SH   SOLE   4,347 0 6,749
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   286,018 3,446 SH   SOLE   0 0 3,446
SHOPIFY INC CL A 82509L107   430,111 5,367 SH   SOLE   4,064 0 1,303
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   566,940 13,734 SH   SOLE   10,867 0 2,867
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,788,636 4,860 SH   SOLE   354 0 4,506
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,841,673 22,205 SH   SOLE   14,885 0 7,320
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   196,841 2,144 SH   SOLE   853 0 1,291
SPDR SER TR NUVEEN BLOOMBERG 78464A284   513,132 19,533 SH   SOLE   16,266 0 3,267
SPDR SER TR PORTFLI HIGH YLD 78468R606   1,122,245 46,663 SH   SOLE   33,245 0 13,418
SPDR SER TR PORTFLI INTRMDIT 78464A672   573,993 19,752 SH   SOLE   7,544 0 12,208
STARBUCKS CORP COM 855244109   501,973 5,149 SH   SOLE   2,360 0 2,789
TESLA INC COM 88160R101   508,609 1,944 SH   SOLE   240 0 1,704
TRUIST FINL CORP COM 89832Q109   398,120 9,308 SH   SOLE   2,936 0 6,372
UNION PAC CORP COM 907818108   416,305 1,689 SH   SOLE   740 0 949
UNITEDHEALTH GROUP INC COM 91324P102   2,089,052 3,573 SH   SOLE   2,209 0 1,364
VANGUARD INDEX FDS VALUE ETF 922908744   1,147,972 6,576 SH   SOLE   3,209 0 3,367
VANGUARD INDEX FDS SMALL CP ETF 922908751   471,573 1,988 SH   SOLE   1,242 0 746
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,847,103 37,459 SH   SOLE   24,276 0 13,183
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,423,548 47,409 SH   SOLE   31,699 0 15,710
VERIZON COMMUNICATIONS INC COM 92343V104   785,341 17,487 SH   SOLE   13,788 0 3,699
VISA INC COM CL A 92826C839   658,627 2,395 SH   SOLE   717 0 1,679