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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,820,303 5,051 SH   SOLE 0 4,975 0 76
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,322,112 48,524 SH   SOLE 0 38,047 0 10,477
ALPHABET INC CAP STK CL C 02079K107   360,916 2,178 SH   SOLE 0 1,456 0 722
ALPHABET INC CAP STK CL A 02079K305   532,164 3,237 SH   SOLE 0 3,029 0 208
AMAZON COM INC COM 023135106   902,637 4,940 SH   SOLE 0 4,390 0 550
AMCOR PLC ORD G0250X107   127,486 11,506 SH   SOLE 0 0 0 11,506
AMERICAN CENTY ETF TR US SML CP VALU 025072877   665,434 7,009 SH   SOLE 0 5,664 0 1,345
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802   450,822 6,511 SH   SOLE 0 5,291 0 1,220
APPLE INC COM 037833100   6,409,434 28,389 SH   SOLE 0 22,940 0 5,449
APPLIED MATLS INC COM 038222105   351,596 1,750 SH   SOLE 0 2 0 1,748
AT&T INC COM 00206R102   311,584 14,254 SH   SOLE 0 3,341 0 10,913
BANK AMERICA CORP COM 060505104   604,348 15,135 SH   SOLE 0 1,316 0 13,819
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   967,355 2,132 SH   SOLE 0 1,805 0 327
BLACKSTONE INC COM 09260D107   270,486 1,810 SH   SOLE 0 1,810 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   411,128 7,834 SH   SOLE 0 276 0 7,558
CATERPILLAR INC COM 149123101   418,609 1,079 SH   SOLE 0 79 0 1,000
COCA COLA CO COM 191216100   373,647 5,401 SH   SOLE 0 601 0 4,800
COSTCO WHSL CORP NEW COM 22160K105   628,390 706 SH   SOLE 0 704 0 2
CSX CORP COM 126408103   230,628 6,809 SH   SOLE 0 609 0 6,200
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   223,863 4,703 SH   SOLE 0 4,703 0 0
DOCUSIGN INC COM 256163106   3,601,948 53,849 SH   SOLE 0 41,006 0 12,843
ELI LILLY & CO COM 532457108   287,827 315 SH   SOLE 0 315 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   697,815 21,314 SH   SOLE 0 21,314 0 0
EXCHANGE LISTED FDS TR CABANA TRGT BETA 30151E723   689,778 30,559 SH   SOLE 0 30,559 0 0
EXCHANGE LISTED FDS TR CABANA MODERATE 30151E624   359,960 16,797 SH   SOLE 0 16,797 0 0
EXXON MOBIL CORP COM 30231G102   1,588,584 13,017 SH   SOLE 0 1,079 0 11,938
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   235,213 3,281 SH   SOLE 0 0 0 3,281
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   226,315 1,287 SH   SOLE 0 403 0 884
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709   207,487 2,876 SH   SOLE 0 0 0 2,876
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   352,898 3,276 SH   SOLE 0 3,276 0 0
FORD MTR CO COM 345370860   141,479 13,487 SH   SOLE 0 9,214 0 4,273
GE AEROSPACE COM NEW 369604301   395,374 2,109 SH   SOLE 0 174 0 1,935
INTEL CORP COM 458140100   1,651,359 70,813 SH   SOLE 0 56,526 0 14,287
INTERCONTINENTAL EXCHANGE IN COM 45866F104   324,180 2,000 SH   SOLE 0 2,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,345,483 5,885 SH   SOLE 0 1,715 0 4,170
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   531,785 11,172 SH   SOLE 0 11,172 0 0
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   292,111 2,798 SH   SOLE 0 2,798 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,764,451 3,606 SH   SOLE 0 2,622 0 984
ISHARES TR RUS 2000 GRW ETF 464287648   338,339 1,202 SH   SOLE 0 1,202 0 0
ISHARES TR CORE S&P MCP ETF 464287507   414,601 6,699 SH   SOLE 0 5,785 0 914
ISHARES TR CORE S&P SCP ETF 464287804   237,348 2,072 SH   SOLE 0 1,833 0 239
ISHARES TR CORE S&P500 ETF 464287200   6,879,858 11,945 SH   SOLE 0 7,369 0 4,576
ISHARES TR RUS 1000 VAL ETF 464287598   226,248 1,200 SH   SOLE 0 500 0 700
ISHARES TR RUS 1000 GRW ETF 464287614   1,725,508 4,581 SH   SOLE 0 4,581 0 0
ISHARES TR RUS MID CAP ETF 464287499   811,122 9,271 SH   SOLE 0 9,271 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747   899,286 8,913 SH   SOLE 0 8,776 0 137
ISHARES TR SELECT DIVID ETF 464287168   577,836 4,351 SH   SOLE 0 1,675 0 2,676
ISHARES TR ISHARES SEMICDTR 464287523   378,086 1,625 SH   SOLE 0 958 0 667
ISHARES TR CORE MSCI EAFE 46432F842   580,898 7,604 SH   SOLE 0 7,604 0 0
ISHARES TR US SML CAP EQT 46434V290   203,187 3,095 SH   SOLE 0 3,095 0 0
ISHARES TR EXPONENTIAL TECH 46434V381   259,199 4,279 SH   SOLE 0 4,279 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   25,127,648 250,275 SH   SOLE 0 188,051 0 62,225
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   9,401,324 159,371 SH   SOLE 0 144,361 0 15,011
JOHNSON & JOHNSON COM 478160104   300,558 1,882 SH   SOLE 0 1,091 0 791
JPMORGAN CHASE & CO. COM 46625H100   494,666 2,347 SH   SOLE 0 729 0 1,618
LOWES COS INC COM 548661107   1,384,569 5,067 SH   SOLE 0 0 0 5,067
MANULIFE FINL CORP COM 56501R106   340,544 11,420 SH   SOLE 0 0 0 11,420
META PLATFORMS INC CL A 30303M102   10,942,495 18,456 SH   SOLE 0 14,831 0 3,625
MICROSOFT CORP COM 594918104   1,812,459 4,370 SH   SOLE 0 2,331 0 2,039
MV OIL TR TR UNITS 553859109   370,011 37,641 SH   SOLE 0 37,641 0 0
NETFLIX INC COM 64110L106   272,104 377 SH   SOLE 0 376 0 1
NVIDIA CORPORATION COM 67066G104   1,101,526 8,289 SH   SOLE 0 7,480 0 809
OKTA INC CL A 679295105   3,010,587 41,117 SH   SOLE 0 35,130 0 5,987
ONEOK INC NEW COM 682680103   1,276,293 13,636 SH   SOLE 0 13,636 0 0
PAYPAL HLDGS INC COM 70450Y103   1,276,160 15,724 SH   SOLE 0 13,473 0 2,251
PINNACLE FINL PARTNERS INC COM 72346Q104   220,548 2,347 SH   SOLE 0 2,347 0 0
PROGRESSIVE CORP COM 743315103   614,581 2,468 SH   SOLE 0 0 0 2,468
RITHM CAPITAL CORP COM NEW 64828T201   238,394 22,363 SH   SOLE 0 22,363 0 0
SALESFORCE INC COM 79466L302   7,410,591 25,416 SH   SOLE 0 20,662 0 4,754
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   333,620 9,088 SH   SOLE 0 9,088 0 0
SCHWAB STRATEGIC TR 5 10YR CORP BD 808524698   354,163 7,779 SH   SOLE 0 4,419 0 3,360
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   458,621 5,555 SH   SOLE 0 4,468 0 1,087
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,661,115 25,028 SH   SOLE 0 25,028 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   305,529 6,019 SH   SOLE 0 4,062 0 1,957
SELECT SECTOR SPDR TR ENERGY 81369Y506   507,629 5,574 SH   SOLE 0 3,944 0 1,630
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,262,905 5,541 SH   SOLE 0 5,541 0 0
SERVICENOW INC COM 81762P102   4,886,600 5,300 SH   SOLE 0 4,194 0 1,106
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   911,113 2,165 SH   SOLE 0 2,165 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,128,956 3,714 SH   SOLE 0 2,977 0 737
SPDR SER TR PORTFOLIO S&P500 78464A854   6,013,273 89,218 SH   SOLE 0 63,404 0 25,814
SPDR SER TR S&P DIVID ETF 78464A763   527,320 3,770 SH   SOLE 0 2,263 0 1,506
SPDR SER TR PRTFLO S&P500 HI 78468R788   850,629 19,004 SH   SOLE 0 17,008 0 1,996
TESLA INC COM 88160R101   257,214 1,052 SH   SOLE 0 957 0 95
TRUIST FINL CORP COM 89832Q109   360,001 8,545 SH   SOLE 0 1,350 0 7,195
TWILIO INC CL A 90138F102   4,399,916 64,953 SH   SOLE 0 58,781 0 6,172
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,265,248 29,064 SH   SOLE 0 21,858 0 7,206
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   68,505,683 130,029 SH   SOLE 0 97,308 0 32,720
VANGUARD INDEX FDS VALUE ETF 922908744   1,032,152 5,949 SH   SOLE 0 5,504 0 445
VANGUARD INDEX FDS MID CAP ETF 922908629   753,605 2,870 SH   SOLE 0 2,367 0 503
VANGUARD INDEX FDS SM CP VAL ETF 922908611   478,145 2,416 SH   SOLE 0 967 0 1,449
VANGUARD INDEX FDS SMALL CP ETF 922908751   353,165 1,502 SH   SOLE 0 1,386 0 116
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   985,925 5,456 SH   SOLE 0 2,126 0 3,330
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,704,377 9,572 SH   SOLE 0 7,774 0 1,798
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   751,755 3,820 SH   SOLE 0 3,820 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   1,155,089 18,085 SH   SOLE 0 16,214 0 1,871
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   309,453 5,974 SH   SOLE 0 3,832 0 2,142
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   268,006 965 SH   SOLE 0 625 0 339
VANGUARD WORLD FD INF TECH ETF 92204A702   917,611 1,552 SH   SOLE 0 1,542 0 10
VANGUARD WORLD FD ESG US STK ETF 921910733   906,643 8,943 SH   SOLE 0 4,427 0 4,516
VEEVA SYS INC CL A COM 922475108   4,595,176 22,477 SH   SOLE 0 18,123 0 4,354
VERIZON COMMUNICATIONS INC COM 92343V104   383,019 8,703 SH   SOLE 0 2,652 0 6,051
VISA INC COM CL A 92826C839   2,493,109 9,067 SH   SOLE 0 7,042 0 2,025
WALMART INC COM 931142103   762,370 9,564 SH   SOLE 0 8,833 0 731
WASTE MGMT INC DEL COM 94106L109   214,732 1,029 SH   SOLE 0 570 0 459
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   10,270,393 323,783 SH   SOLE 0 266,267 0 57,516
WORLD GOLD TR SPDR GLD MINIS 98149E303   227,049 4,368 SH   SOLE 0 0 0 4,368