The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABS | COM | 002824100 | 1,846 | 16,986 | SH | SOLE | 0 | 0 | 0 | 16,986 | |
ABBVIE INC | COM | 00287Y109 | 2,436 | 15,903 | SH | SOLE | 0 | 0 | 0 | 15,903 | |
ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 00326A104 | 515 | 29,710 | SH | SOLE | 0 | 0 | 0 | 29,710 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 209 | 2,734 | SH | SOLE | 0 | 0 | 0 | 2,734 | |
ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 01881G106 | 675 | 16,239 | SH | SOLE | 0 | 0 | 0 | 16,239 | |
ALLSTATE CORP | COM | 020002101 | 571 | 4,506 | SH | SOLE | 0 | 0 | 0 | 4,506 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 639 | 293 | SH | SOLE | 0 | 0 | 0 | 293 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 3,104 | 1,419 | SH | SOLE | 0 | 0 | 0 | 1,419 | |
ALTRIA GROUP INC | COM | 02209S103 | 207 | 4,956 | SH | SOLE | 0 | 0 | 0 | 4,956 | |
AMAZON COM INC | COM | 023135106 | 3,936 | 37,061 | SH | SOLE | 0 | 0 | 0 | 37,061 | |
AMGEN INC | COM | 031162100 | 345 | 1,417 | SH | SOLE | 0 | 0 | 0 | 1,417 | |
APPLE INC | COM | 037833100 | 22,943 | 167,810 | SH | SOLE | 0 | 0 | 0 | 167,810 | |
AT&T INC | COM | 00206R102 | 467 | 22,267 | SH | SOLE | 0 | 0 | 0 | 22,267 | |
AVALON GLOBOCARE CORP | COM | 05344R104 | 5 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
BAXTER INTL INC | COM | 071813109 | 267 | 4,152 | SH | SOLE | 0 | 0 | 0 | 4,152 | |
BECTON DICKINSON & CO | COM | 075887109 | 236 | 958 | SH | SOLE | 0 | 0 | 0 | 958 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 3,289 | 12,046 | SH | SOLE | 0 | 0 | 0 | 12,046 | |
BK OF AMERICA CORP | COM | 060505104 | 369 | 11,869 | SH | SOLE | 0 | 0 | 0 | 11,869 | |
CAPITAL ONE FINL CORP | COM | 14040H105 | 4,464 | 42,847 | SH | SOLE | 0 | 0 | 0 | 42,847 | |
CATERPILLAR INC | COM | 149123101 | 244 | 1,365 | SH | SOLE | 0 | 0 | 0 | 1,365 | |
CBOE GLOBAL MKTS INC | COM | 12503M108 | 285 | 2,520 | SH | SOLE | 0 | 0 | 0 | 2,520 | |
CHEVRON CORP NEW | COM | 166764100 | 335 | 2,313 | SH | SOLE | 0 | 0 | 0 | 2,313 | |
CISCO SYS INC | COM | 17275R102 | 384 | 9,004 | SH | SOLE | 0 | 0 | 0 | 9,004 | |
COCA COLA CO | COM | 191216100 | 550 | 8,750 | SH | SOLE | 0 | 0 | 0 | 8,750 | |
CONSOLIDATED EDISON INC | COM | 209115104 | 241 | 2,535 | SH | SOLE | 0 | 0 | 0 | 2,535 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,386 | 2,891 | SH | SOLE | 0 | 0 | 0 | 2,891 | |
DANAHER CORPORATION | COM | 235851102 | 352 | 1,388 | SH | SOLE | 0 | 0 | 0 | 1,388 | |
DEERE & CO | COM | 244199105 | 662 | 2,211 | SH | SOLE | 0 | 0 | 0 | 2,211 | |
DISNEY WALT CO | COM | 254687106 | 852 | 9,025 | SH | SOLE | 0 | 0 | 0 | 9,025 | |
DOMINION ENERGY INC | COM | 25746U109 | 371 | 4,648 | SH | SOLE | 0 | 0 | 0 | 4,648 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 224 | 2,356 | SH | SOLE | 0 | 0 | 0 | 2,356 | |
ETF MANAGERS TR | PRIME CYBR SCRTY | 26924G201 | 309 | 6,753 | SH | SOLE | 0 | 0 | 0 | 6,753 | |
EXXON MOBIL CORP | COM | 30231G102 | 893 | 10,428 | SH | SOLE | 0 | 0 | 0 | 10,428 | |
FIFTH THIRD BANCORP | COM | 316773100 | 240 | 7,130 | SH | SOLE | 0 | 0 | 0 | 7,130 | |
FORD MTR CO DEL | COM | 345370860 | 121 | 10,835 | SH | SOLE | 0 | 0 | 0 | 10,835 | |
GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 | 308 | 14,335 | SH | SOLE | 0 | 0 | 0 | 14,335 | |
HERSHEY CO | COM | 427866108 | 323 | 1,500 | SH | SOLE | 0 | 0 | 0 | 1,500 | |
HOME DEPOT INC | COM | 437076102 | 680 | 2,481 | SH | SOLE | 0 | 0 | 0 | 2,481 | |
INTEL CORP | COM | 458140100 | 364 | 9,737 | SH | SOLE | 0 | 0 | 0 | 9,737 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 293 | 2,074 | SH | SOLE | 0 | 0 | 0 | 2,074 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,773 | 17,031 | SH | SOLE | 0 | 0 | 0 | 17,031 | |
ISHARES GOLD TR | ISHARES NEW | 464285204 | 61,469 | 1,791,568 | SH | SOLE | 0 | 0 | 0 | 1,791,568 | |
ISHARES S&P GSCI COMMODITY- | UNIT BEN INT | 46428R107 | 204 | 8,850 | SH | SOLE | 0 | 0 | 0 | 8,850 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 34,934 | 240,974 | SH | SOLE | 0 | 0 | 0 | 240,974 | |
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 1,634 | 16,090 | SH | SOLE | 0 | 0 | 0 | 16,090 | |
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 243 | 2,940 | SH | SOLE | 0 | 0 | 0 | 2,940 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 6,776 | 17,872 | SH | SOLE | 0 | 0 | 0 | 17,872 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 535 | 2,365 | SH | SOLE | 0 | 0 | 0 | 2,365 | |
ISHARES TR | RUS MID CAP ETF | 464287499 | 3,450 | 53,353 | SH | SOLE | 0 | 0 | 0 | 53,353 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 1,247 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 1,313 | 16,575 | SH | SOLE | 0 | 0 | 0 | 16,575 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 29,878 | 136,617 | SH | SOLE | 0 | 0 | 0 | 136,617 | |
JOHNSON & JOHNSON | COM | 478160104 | 922 | 5,192 | SH | SOLE | 0 | 0 | 0 | 5,192 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 619 | 5,497 | SH | SOLE | 0 | 0 | 0 | 5,497 | |
LILLY ELI & CO | COM | 532457108 | 509 | 1,570 | SH | SOLE | 0 | 0 | 0 | 1,570 | |
LOTTERY COM INC | COM | 54570M108 | 48 | 43,300 | SH | SOLE | 0 | 0 | 0 | 43,300 | |
MCDONALDS CORP | COM | 580135101 | 1,941 | 7,863 | SH | SOLE | 0 | 0 | 0 | 7,863 | |
MERCK & CO INC | COM | 58933Y105 | 616 | 6,754 | SH | SOLE | 0 | 0 | 0 | 6,754 | |
META PLATFORMS INC | CL A | 30303M102 | 665 | 4,122 | SH | SOLE | 0 | 0 | 0 | 4,122 | |
MICROSOFT CORP | COM | 594918104 | 7,864 | 30,621 | SH | SOLE | 0 | 0 | 0 | 30,621 | |
NVIDIA CORPORATION | COM | 67066G104 | 1,156 | 7,623 | SH | SOLE | 0 | 0 | 0 | 7,623 | |
ORACLE CORP | COM | 68389X105 | 1,135 | 16,238 | SH | SOLE | 0 | 0 | 0 | 16,238 | |
PEPSICO INC | COM | 713448108 | 1,165 | 6,990 | SH | SOLE | 0 | 0 | 0 | 6,990 | |
PFIZER INC | COM | 717081103 | 1,686 | 32,148 | SH | SOLE | 0 | 0 | 0 | 32,148 | |
PHILIP MORRIS INTL INC | COM | 718172109 | 232 | 2,346 | SH | SOLE | 0 | 0 | 0 | 2,346 | |
PNC FINL SVCS GROUP INC | COM | 693475105 | 215 | 1,365 | SH | SOLE | 0 | 0 | 0 | 1,365 | |
PORCH GROUP INC | COM | 733245104 | 26 | 10,151 | SH | SOLE | 0 | 0 | 0 | 10,151 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 404 | 2,808 | SH | SOLE | 0 | 0 | 0 | 2,808 | |
PROSHARES TR | SHRT HGH YIELD | 74347R131 | 336 | 17,002 | SH | SOLE | 0 | 0 | 0 | 17,002 | |
PROSHARES TR | SHT 7-10 YR TR | 74348A608 | 372 | 13,815 | SH | SOLE | 0 | 0 | 0 | 13,815 | |
PROSHARES TR | SHRT 20+YR TRE | 74347X849 | 509 | 25,410 | SH | SOLE | 0 | 0 | 0 | 25,410 | |
QUALCOMM INC | COM | 747525103 | 447 | 3,502 | SH | SOLE | 0 | 0 | 0 | 3,502 | |
SANDY SPRING BANCORP INC | COM | 800363103 | 535 | 13,699 | SH | SOLE | 0 | 0 | 0 | 13,699 | |
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 5,619 | 198,481 | SH | SOLE | 0 | 0 | 0 | 198,481 | |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 22,366 | 385,689 | SH | SOLE | 0 | 0 | 0 | 385,689 | |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 11,679 | 163,039 | SH | SOLE | 0 | 0 | 0 | 163,039 | |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 28,880 | 460,379 | SH | SOLE | 0 | 0 | 0 | 460,379 | |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 20,930 | 335,311 | SH | SOLE | 0 | 0 | 0 | 335,311 | |
SHOPIFY INC | CL A | 82509L107 | 220 | 7,050 | SH | SOLE | 0 | 0 | 0 | 7,050 | |
SOUTHERN CO | COM | 842587107 | 246 | 3,451 | SH | SOLE | 0 | 0 | 0 | 3,451 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 5,630 | 33,419 | SH | SOLE | 0 | 0 | 0 | 33,419 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 9,003 | 23,866 | SH | SOLE | 0 | 0 | 0 | 23,866 | |
SPDR SER TR | S&P DIVID ETF | 78464A763 | 714 | 6,013 | SH | SOLE | 0 | 0 | 0 | 6,013 | |
SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | 228 | 16,060 | SH | SOLE | 0 | 0 | 0 | 16,060 | |
SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 | 468 | 67,821 | SH | SOLE | 0 | 0 | 0 | 67,821 | |
TESLA INC | COM | 88160R101 | 2,539 | 3,770 | SH | SOLE | 0 | 0 | 0 | 3,770 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 224 | 1,226 | SH | SOLE | 0 | 0 | 0 | 1,226 | |
UNITED STS COMMODITY INDEX F | CM REP COPP FD | 911718104 | 753 | 33,902 | SH | SOLE | 0 | 0 | 0 | 33,902 | |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 260 | 3,382 | SH | SOLE | 0 | 0 | 0 | 3,382 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 24,085 | 108,056 | SH | SOLE | 0 | 0 | 0 | 108,056 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,931 | 10,963 | SH | SOLE | 0 | 0 | 0 | 10,963 | |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 40,876 | 207,525 | SH | SOLE | 0 | 0 | 0 | 207,525 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 45,193 | 342,685 | SH | SOLE | 0 | 0 | 0 | 342,685 | |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 1,696 | 13,095 | SH | SOLE | 0 | 0 | 0 | 13,095 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 27,859 | 147,697 | SH | SOLE | 0 | 0 | 0 | 147,697 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 26,242 | 75,652 | SH | SOLE | 0 | 0 | 0 | 75,652 | |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 26,833 | 476,783 | SH | SOLE | 0 | 0 | 0 | 476,783 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 995 | 6,936 | SH | SOLE | 0 | 0 | 0 | 6,936 | |
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 5,059 | 123,985 | SH | SOLE | 0 | 0 | 0 | 123,985 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 494 | 9,740 | SH | SOLE | 0 | 0 | 0 | 9,740 | |
VISA INC | COM CL A | 92826C839 | 386 | 1,960 | SH | SOLE | 0 | 0 | 0 | 1,960 | |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 250 | 6,607 | SH | SOLE | 0 | 0 | 0 | 6,607 | |
WILLIAMS SONOMA INC | COM | 969904101 | 3,544 | 31,944 | SH | SOLE | 0 | 0 | 0 | 31,944 | |
WISDOMTREE TR | US AI ENHANCED | 97717W406 | 1,443 | 16,265 | SH | SOLE | 0 | 0 | 0 | 16,265 | |
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 2,814 | 47,615 | SH | SOLE | 0 | 0 | 0 | 47,615 |