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

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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
ALPHABET INC CAP STK CL C 02079K107   4,014 26,366 SH   SOLE   0 0 26,366
ALPHABET INC CAP STK CL A 02079K305   254 1,683 SH   SOLE   0 0 1,683
AMAZON COM INC COM 023135106   6,346 35,181 SH   SOLE   0 0 35,181
AMERICAN TOWER CORP NEW COM 03027X100   400 2,025 SH   SOLE   0 0 2,025
AMGEN INC COM 031162100   2,348 8,260 SH   SOLE   0 0 8,260
APPLE INC COM 037833100   5,599 32,654 SH   SOLE   0 0 32,654
ARK ETF TR INNOVATION ETF 00214Q104   1,713 34,210 SH   SOLE   0 0 34,210
ARK ETF TR FINTECH INNOVA 00214Q708   418 13,770 SH   SOLE   0 0 13,770
ARK ETF TR AUTNMUS TECHNLGY 00214Q203   329 6,018 SH   SOLE   0 0 6,018
ASTRANA HEALTH INC COM NEW 03763A207   420 10,000 SH   SOLE   0 0 10,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,843 13,894 SH   SOLE   0 0 13,894
BLACKSTONE INC COM 09260D107   1,514 11,528 SH   SOLE   0 0 11,528
CHEVRON CORP NEW COM 166764100   3,793 24,048 SH   SOLE   0 0 24,048
COSTCO WHSL CORP NEW COM 22160K105   897 1,224 SH   SOLE   0 0 1,224
DONALDSON INC COM 257651109   1,046 14,000 SH   SOLE   0 0 14,000
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707   624 10,645 SH   SOLE   0 0 10,645
EXXON MOBIL CORP COM 30231G102   317 2,727 SH   SOLE   0 0 2,727
GLOBAL PARTNERS LP COM UNITS 37946R109   222 5,000 SH   SOLE   0 0 5,000
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   8,222 258,479 SH   SOLE   0 0 258,479
INVESCO QQQ TR UNIT SER 1 46090E103   6,390 14,392 SH   SOLE   0 0 14,392
ISHARES INC MSCI JPN ETF NEW 46434G822   6,673 93,529 SH   SOLE   0 0 93,529
ISHARES TR IBONDS DEC24 ETF 46434VBG4   301 12,000 SH   SOLE   0 0 12,000
ISHARES TR IBONDS DEC25 ETF 46434VBD1   1,042 42,016 SH   SOLE   0 0 42,016
ISHARES TR CORE S&P SCP ETF 464287804   7,635 69,086 SH   SOLE   0 0 69,086
ISHARES TR IBONDS 27 ETF 46435UAA9   590 24,809 SH   SOLE   0 0 24,809
ISHARES TR IBONDS DEC2026 46435GAA0   274 11,500 SH   SOLE   0 0 11,500
ISHARES TR U.S. TECH ETF 464287721   338 2,500 SH   SOLE   0 0 2,500
ISHARES TR MSCI INDIA ETF 46429B598   6,390 123,857 SH   SOLE   0 0 123,857
ISHARES TR CORE US AGGBD ET 464287226   2,560 26,139 SH   SOLE   0 0 26,139
ISHARES TR MSCI USA QLT FCT 46432F339   485 2,950 SH   SOLE   0 0 2,950
ISHARES TR NATIONAL MUN ETF 464288414   226 2,100 SH   SOLE   0 0 2,100
ISHARES TR RUSSELL 2000 ETF 464287655   1,503 7,145 SH   SOLE   0 0 7,145
ISHARES TR SP SMCP600VL ETF 464287879   1,092 10,625 SH   SOLE   0 0 10,625
ISHARES TR IBONDS 24 TRM TS 46436E874   1,203 50,239 SH   SOLE   0 0 50,239
ISHARES TR MSCI USA MIN VOL 46429B697   496 5,939 SH   SOLE   0 0 5,939
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206   4,194 73,093 SH   SOLE   0 0 73,093
JOHN HANCOCK EXCHANGE TRADED CORPORATE BD 47804J818   16,786 790,665 SH   SOLE   0 0 790,665
JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842   487 12,650 SH   SOLE   0 0 12,650
JOHN HANCOCK EXCHANGE TRADED PREFERRED INCOME 47804J776   9,386 417,695 SH   SOLE   0 0 417,695
JOHNSON & JOHNSON COM 478160104   300 1,895 SH   SOLE   0 0 1,895
JPMORGAN CHASE & CO COM 46625H100   4,482 22,378 SH   SOLE   0 0 22,378
KIMBERLY-CLARK CORP COM 494368103   251 1,940 SH   SOLE   0 0 1,940
MASTERCARD INCORPORATED CL A 57636Q104   471 979 SH   SOLE   0 0 979
MCDONALDS CORP COM 580135101   268 952 SH   SOLE   0 0 952
MERCK & CO INC COM 58933Y105   291 2,207 SH   SOLE   0 0 2,207
META PLATFORMS INC CL A 30303M102   1,048 2,158 SH   SOLE   0 0 2,158
MICROSOFT CORP COM 594918104   5,663 13,460 SH   SOLE   0 0 13,460
NETFLIX INC COM 64110L106   293 483 SH   SOLE   0 0 483
NUCOR CORP COM 670346105   2,490 12,581 SH   SOLE   0 0 12,581
NVIDIA CORPORATION COM 67066G104   531 588 SH   SOLE   0 0 588
PALO ALTO NETWORKS INC COM 697435105   540 1,900 SH   SOLE   0 0 1,900
PEPSICO INC COM 713448108   4,111 23,489 SH   SOLE   0 0 23,489
PFIZER INC COM 717081103   205 7,394 SH   SOLE   0 0 7,394
PROCTER AND GAMBLE CO COM 742718109   328 2,022 SH   SOLE   0 0 2,022
RTX CORPORATION COM 75513E101   285 2,921 SH   SOLE   0 0 2,921
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,032 16,628 SH   SOLE   0 0 16,628
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   682 7,353 SH   SOLE   0 0 7,353
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   1,235 15,314 SH   SOLE   0 0 15,314
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,937 9,301 SH   SOLE   0 0 9,301
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,822 12,330 SH   SOLE   0 0 12,330
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   643 7,876 SH   SOLE   0 0 7,876
SHOPIFY INC CL A 82509L107   1,237 16,032 SH   SOLE   0 0 16,032
SPDR GOLD TR GOLD SHS 78463V107   418 2,032 SH   SOLE   0 0 2,032
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   2,043 57,010 SH   SOLE   0 0 57,010
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,648 6,975 SH   SOLE   0 0 6,975
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   18,241 32,784 SH   SOLE   0 0 32,784
SPDR SER TR S&P BIOTECH 78464A870   232 2,449 SH   SOLE   0 0 2,449
THERMO FISHER SCIENTIFIC INC COM 883556102   2,821 4,853 SH   SOLE   0 0 4,853
T-MOBILE US INC COM 872590104   2,710 16,603 SH   SOLE   0 0 16,603
UBER TECHNOLOGIES INC COM 90353T100   495 6,431 SH   SOLE   0 0 6,431
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   328 683 SH   SOLE   0 0 683
VANGUARD STAR FDS VG TL INTL STK F 921909768   1,276 21,166 SH   SOLE   0 0 21,166
VERTEX PHARMACEUTICALS INC COM 92532F100   376 900 SH   SOLE   0 0 900
VISA INC COM CL A 92826C839   475 1,702 SH   SOLE   0 0 1,702
WISDOMTREE TR PUTWRITE STRAT 97717X560   257 7,723 SH   SOLE   0 0 7,723