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
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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   310,298 1,704 SH   SOLE 0 1,000 0 704
ADVANCED MICRO DEVICES INC COM 007903107   15,962,952 88,442 SH   SOLE 0 85,765 0 2,677
ADVISORSHARES TR DORSY FSM ALCP 00768Y479   307,682 8,309 SH   SOLE 0 8,061 0 248
ALAMO GROUP INC COM 011311107   666,724 2,920 SH   SOLE 0 2,920 0 0
ALPHABET INC CAP STK CL A 02079K305   2,698,637 17,880 SH   SOLE 0 7,437 0 10,443
ALPHABET INC CAP STK CL C 02079K107   25,767,417 169,233 SH   SOLE 0 150,193 0 19,040
AMAZON COM INC COM 023135106   35,971,895 199,423 SH   SOLE 0 171,531 0 27,892
ANALOG DEVICES INC COM 032654105   1,056,199 5,340 SH   SOLE 0 4,486 0 854
API GROUP CORP COM STK 00187Y100   821,921 20,930 SH   SOLE 0 20,927 0 3
APPLE INC COM 037833100   35,040,587 204,342 SH   SOLE 0 156,415 0 47,927
APPLIED MATLS INC COM 038222105   303,158 1,470 SH   SOLE 0 975 0 495
ARISTA NETWORKS INC COM 040413106   1,731,025 5,969 SH   SOLE 0 5,326 0 643
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,973,243 6,155 SH   SOLE 0 5,650 0 505
BANK AMERICA CORP COM 060505104   9,115,361 240,384 SH   SOLE 0 223,818 0 16,566
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,558,840 22,731 SH   SOLE 0 19,888 0 2,843
BLACKROCK INC COM 09247X101   388,504 466 SH   SOLE 0 250 0 216
BRISTOL-MYERS SQUIBB CO COM 110122108   5,842,198 107,730 SH   SOLE 0 99,209 0 8,521
BROADCOM INC COM 11135F101   3,862,269 2,914 SH   SOLE 0 2,648 0 266
BUILDERS FIRSTSOURCE INC COM 12008R107   723,665 3,470 SH   SOLE 0 2,780 0 690
CADENCE DESIGN SYSTEM INC COM 127387108   413,069 1,327 SH   SOLE 0 1,074 0 253
CATALENT INC COM 148806102   447,151 7,921 SH   SOLE 0 5,688 0 2,233
CISCO SYS INC COM 17275R102   225,034 4,509 SH   SOLE 0 4,350 0 159
CLOUDFLARE INC CL A COM 18915M107   2,666,989 27,543 SH   SOLE 0 26,503 0 1,040
COMFORT SYS USA INC COM 199908104   941,375 2,963 SH   SOLE 0 2,963 0 0
CONSTELLATION ENERGY CORP COM 21037T109   893,385 4,833 SH   SOLE 0 3,929 0 904
COSTCO WHSL CORP NEW COM 22160K105   20,389,119 27,830 SH   SOLE 0 21,383 0 6,447
CROWDSTRIKE HLDGS INC CL A 22788C105   1,086,480 3,389 SH   SOLE 0 3,327 0 62
D R HORTON INC COM 23331A109   6,020,555 36,588 SH   SOLE 0 34,476 0 2,112
DBX ETF TR XTRACK MSCI JAPN 233051507   500,372 6,685 SH   SOLE 0 5,257 0 1,428
DECKERS OUTDOOR CORP COM 243537107   889,491 945 SH   SOLE 0 944 0 1
DELL TECHNOLOGIES INC CL C 24703L202   899,073 7,879 SH   SOLE 0 7,668 0 211
DEUTSCHE BANK A G NAMEN AKT D18190898   5,944,549 376,953 SH   SOLE 0 351,939 0 25,014
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   271,168 4,759 SH   SOLE 0 4,759 0 0
E L F BEAUTY INC COM 26856L103   793,333 4,047 SH   SOLE 0 3,979 0 68
ELI LILLY & CO COM 532457108   14,976,227 19,251 SH   SOLE 0 17,409 0 1,842
ENI S P A SPONSORED ADR 26874R108   5,794,863 182,688 SH   SOLE 0 169,316 0 13,372
FAIR ISAAC CORP COM 303250104   3,718,888 2,976 SH   SOLE 0 2,820 0 156
FIRST TR EXCH TRADED FD III EME MRK BD ETF 33739P202   2,531,075 89,850 SH   SOLE 0 87,712 0 2,138
FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 33737J802   513,153 9,009 SH   SOLE 0 8,457 0 552
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192   1,073,647 11,231 SH   SOLE 0 6,017 0 5,214
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 33734X150   493,615 6,766 SH   SOLE 0 502 0 6,264
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846   846,812 15,017 SH   SOLE 0 6,511 0 8,506
FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 33739Q507   2,529,001 74,186 SH   SOLE 0 71,177 0 3,009
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605   1,756,429 30,691 SH   SOLE 0 16,048 0 14,643
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408   2,421,273 58,726 SH   SOLE 0 57,394 0 1,332
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302   1,384,206 6,749 SH   SOLE 0 4,675 0 2,074
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705   5,635,913 104,932 SH   SOLE 0 94,561 0 10,371
FIRST TR EXCHANGE-TRADED FD DORSY WRGH VLU 33741L207   937,666 31,131 SH   SOLE 0 30,510 0 621
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104   3,433,452 40,087 SH   SOLE 0 37,741 0 2,346
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101   2,698,274 91,374 SH   SOLE 0 79,997 0 11,377
FIRST TR EXCHANGE-TRADED FD DORSY WR MOMNT 33741L108   1,434,294 46,933 SH   SOLE 0 43,529 0 3,404
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 33740F649   268,874 10,822 SH   SOLE 0 10,822 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F680   229,683 6,015 SH   SOLE 0 3,174 0 2,841
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888   2,513,013 102,155 SH   SOLE 0 99,467 0 2,688
FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755   920,555 32,924 SH   SOLE 0 32,924 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U844   368,907 10,188 SH   SOLE 0 10,188 0 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 33740U786   350,802 9,949 SH   SOLE 0 9,949 0 0
FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107   2,132,628 146,673 SH   SOLE 0 145,680 0 993
FIRST TR NASDAQ 100 TECH IND SHS 337345102   1,507,524 7,906 SH   SOLE 0 5,301 0 2,605
FTAI AVIATION LTD SHS G3730V105   977,196 14,520 SH   SOLE 0 14,520 0 0
GALLAGHER ARTHUR J & CO COM 363576109   950,846 3,803 SH   SOLE 0 3,649 0 154
GENERAL ELECTRIC CO COM NEW 369604301   2,911,092 16,585 SH   SOLE 0 14,971 0 1,614
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   747,494 7,409 SH   SOLE 0 6,762 0 647
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   550,969 8,722 SH   SOLE 0 8,722 0 0
GSK PLC SPONSORED ADR 37733W204   4,708,755 109,838 SH   SOLE 0 103,698 0 6,140
HOME DEPOT INC COM 437076102   8,949,105 23,329 SH   SOLE 0 21,914 0 1,416
INTEL CORP COM 458140100   5,687,903 128,773 SH   SOLE 0 117,399 0 11,374
INTERNATIONAL BUSINESS MACHS COM 459200101   5,665,783 29,670 SH   SOLE 0 26,930 0 2,740
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698   4,339,046 46,293 SH   SOLE 0 41,137 0 5,156
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   523,452 7,947 SH   SOLE 0 7,327 0 620
INVESCO EXCH TRADED FD TR II S&P SMLCP INDL 46138E123   458,635 3,615 SH   SOLE 0 3,572 0 43
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370   345,959 3,943 SH   SOLE 0 3,943 0 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833   437,312 19,239 SH   SOLE 0 19,116 0 123
INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452   453,712 20,947 SH   SOLE 0 20,818 0 129
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 46138J585   406,998 18,292 SH   SOLE 0 18,167 0 125
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817   444,178 19,354 SH   SOLE 0 19,232 0 122
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635   453,138 19,549 SH   SOLE 0 19,428 0 121
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 46137V639   571,562 12,634 SH   SOLE 0 12,634 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282   3,297,585 93,708 SH   SOLE 0 91,562 0 2,146
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 46137V324   3,365,941 70,550 SH   SOLE 0 69,254 0 1,296
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   14,600,034 86,202 SH   SOLE 0 75,871 0 10,331
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   5,287,180 53,525 SH   SOLE 0 48,838 0 4,687
INVESCO EXCHANGE TRADED FD T BUILDING & CONST 46137V779   315,834 4,219 SH   SOLE 0 4,219 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,242,206 36,581 SH   SOLE 0 35,419 0 1,162
ISHARES INC MSCI EMRG CHN 46434G764   4,457,415 77,426 SH   SOLE 0 70,657 0 6,769
ISHARES TR MICRO-CAP ETF 464288869   1,755,801 14,488 SH   SOLE 0 12,417 0 2,071
ISHARES TR S&P 500 GRWT ETF 464287309   3,526,606 41,765 SH   SOLE 0 41,000 0 765
ISHARES TR TRS FLT RT BD 46434V860   2,107,741 41,581 SH   SOLE 0 35,415 0 6,166
ISHARES TR U.S. ENERGY ETF 464287796   423,012 8,563 SH   SOLE 0 8,563 0 0
ISHARES TR CORE S&P SCP ETF 464287804   5,066,718 45,844 SH   SOLE 0 41,143 0 4,702
ISHARES TR FLTG RATE NT ETF 46429B655   3,471,569 67,990 SH   SOLE 0 66,732 0 1,258
ISHARES TR 1 3 YR TREAS BD 464287457   5,552,780 67,899 SH   SOLE 0 59,840 0 8,059
ISHARES TR MSCI INDIA ETF 46429B598   4,434,831 85,963 SH   SOLE 0 76,271 0 9,692
ISHARES TR S&P SML 600 GWT 464287887   848,176 6,488 SH   SOLE 0 6,488 0 0
ISHARES TR CORE MSCI EURO 46434V738   5,769,716 99,736 SH   SOLE 0 95,195 0 4,541
ISHARES TR CORE S&P500 ETF 464287200   7,635,643 14,524 SH   SOLE 0 12,443 0 2,081
ISHARES TR SHORT TREAS BD 464288679   231,471 2,094 SH   SOLE 0 0 0 2,094
ISHARES TR MSCI USA MMENTM 46432F396   5,487,333 29,289 SH   SOLE 0 26,270 0 3,019
JOHNSON & JOHNSON COM 478160104   3,126,309 19,763 SH   SOLE 0 17,618 0 2,145
JPMORGAN CHASE & CO COM 46625H100   207,911 1,038 SH   SOLE 0 0 0 1,038
KB HOME COM 48666K109   8,086,416 114,086 SH   SOLE 0 109,534 0 4,552
LAM RESEARCH CORP COM 512807108   975,611 1,004 SH   SOLE 0 791 0 213
LENNAR CORP CL A 526057104   9,704,026 56,425 SH   SOLE 0 53,697 0 2,728
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,018,857 14,340 SH   SOLE 0 14,340 0 0
MARKETAXESS HLDGS INC COM 57060D108   3,675,288 16,763 SH   SOLE 0 15,997 0 766
MARRIOTT INTL INC NEW CL A 571903202   261,898 1,038 SH   SOLE 0 979 0 59
MASTERCARD INCORPORATED CL A 57636Q104   3,747,578 7,782 SH   SOLE 0 6,992 0 790
MCKESSON CORP COM 58155Q103   263,593 491 SH   SOLE 0 263 0 228
META PLATFORMS INC CL A 30303M102   31,480,861 64,831 SH   SOLE 0 52,022 0 12,810
MICRON TECHNOLOGY INC COM 595112103   6,011,329 50,991 SH   SOLE 0 46,047 0 4,944
MICROSOFT CORP COM 594918104   43,992,997 104,566 SH   SOLE 0 85,000 0 19,566
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   45,635 11,466 SH   SOLE 0 0 0 11,466
MONOLITHIC PWR SYS INC COM 609839105   676,353 998 SH   SOLE 0 817 0 181
NETFLIX INC COM 64110L106   14,792,863 24,357 SH   SOLE 0 22,297 0 2,060
NIKE INC CL B 654106103   4,112,847 43,763 SH   SOLE 0 41,743 0 2,020
NORTHROP GRUMMAN CORP COM 666807102   5,631,435 11,765 SH   SOLE 0 10,531 0 1,234
NOVO-NORDISK A S ADR 670100205   667,295 5,197 SH   SOLE 0 4,423 0 774
NUVEEN CR STRATEGIES INCOME COM SHS 67073D102   75,780 13,605 SH   SOLE 0 13,605 0 0
NVIDIA CORPORATION COM 67066G104   23,854,069 26,400 SH   SOLE 0 24,266 0 2,134
PEPSICO INC COM 713448108   274,766 1,570 SH   SOLE 0 834 0 736
PHILLIPS 66 COM 718546104   218,059 1,335 SH   SOLE 0 775 0 560
PIMCO STRATEGIC INCOME FD COM 72200X104   87,385 14,349 SH   SOLE 0 14,349 0 0
PPG INDS INC COM 693506107   393,548 2,716 SH   SOLE 0 2,712 0 4
PROCTER AND GAMBLE CO COM 742718109   4,348,138 26,799 SH   SOLE 0 23,802 0 2,997
PROSHARES TR K1 FRE CRD OIL 74347G804   5,438,493 113,919 SH   SOLE 0 105,524 0 8,395
PRUDENTIAL FINL INC COM 744320102   298,079 2,539 SH   SOLE 0 2,532 0 7
PULTE GROUP INC COM 745867101   1,100,175 9,121 SH   SOLE 0 8,865 0 256
PVH CORPORATION COM 693656100   811,038 5,768 SH   SOLE 0 5,768 0 0
QUALCOMM INC COM 747525103   664,850 3,927 SH   SOLE 0 3,705 0 222
QUANTUMSCAPE CORP COM CL A 74767V109   3,347,708 532,227 SH   SOLE 0 486,456 0 45,771
RALPH LAUREN CORP CL A 751212101   552,095 2,940 SH   SOLE 0 2,231 0 709
ROYAL CARIBBEAN GROUP COM V7780T103   371,713 2,674 SH   SOLE 0 2,674 0 0
SALESFORCE INC COM 79466L302   504,477 1,675 SH   SOLE 0 928 0 747
SCHWAB CHARLES CORP COM 808513105   5,719,562 79,065 SH   SOLE 0 72,211 0 6,854
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   2,787,127 34,567 SH   SOLE 0 30,716 0 3,850
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   5,398,358 25,920 SH   SOLE 0 9,081 0 16,839
SELECT SECTOR SPDR TR INDL 81369Y704   1,603,849 12,733 SH   SOLE 0 11,386 0 1,347
SELECT SECTOR SPDR TR ENERGY 81369Y506   662,853 7,021 SH   SOLE 0 6,548 0 473
SERVICENOW INC COM 81762P102   860,169 1,128 SH   SOLE 0 936 0 192
SNAP ONE HOLDINGS CORP COM 83303Y105   101,949 11,827 SH   SOLE 0 11,827 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   3,078,645 62,625 SH   SOLE 0 56,034 0 6,591
SOUTHERN COPPER CORP COM 84265V105   523,439 4,914 SH   SOLE 0 4,849 0 65
SPDR SER TR S&P REGL BKG 78464A698   1,730,990 34,427 SH   SOLE 0 33,595 0 832
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   3,429,995 37,364 SH   SOLE 0 36,687 0 677
SPDR SER TR PORTFOLIO S&P600 78468R853   457,989 10,641 SH   SOLE 0 10,641 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   336,444 3,015 SH   SOLE 0 3,015 0 0
STARBUCKS CORP COM 855244109   931,447 10,192 SH   SOLE 0 2,981 0 7,211
SUPER MICRO COMPUTER INC COM 86800U104   10,998,217 10,889 SH   SOLE 0 10,296 0 593
SYNOPSYS INC COM 871607107   250,317 438 SH   SOLE 0 297 0 141
T-MOBILE US INC COM 872590104   344,884 2,113 SH   SOLE 0 1,126 0 987
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,040,147 59,097 SH   SOLE 0 49,674 0 9,423
TESLA INC COM 88160R101   8,959,665 50,968 SH   SOLE 0 46,908 0 4,060
TOPBUILD CORP COM 89055F103   960,791 2,180 SH   SOLE 0 2,180 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   6,014,159 87,377 SH   SOLE 0 80,648 0 6,729
TOYOTA MOTOR CORP ADS 892331307   7,582,313 30,127 SH   SOLE 0 28,114 0 2,013
TRANE TECHNOLOGIES PLC SHS G8994E103   715,342 2,383 SH   SOLE 0 1,912 0 471
TRANSDIGM GROUP INC COM 893641100   970,278 788 SH   SOLE 0 630 0 158
UBER TECHNOLOGIES INC COM 90353T100   2,857,518 37,115 SH   SOLE 0 34,372 0 2,743
UNITED RENTALS INC COM 911363109   740,858 1,027 SH   SOLE 0 801 0 226
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692   3,434,446 37,866 SH   SOLE 0 34,990 0 2,876
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505   205,018 673 SH   SOLE 0 183 0 490
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828   4,412,713 43,475 SH   SOLE 0 38,641 0 4,834
VANGUARD INDEX FDS MID CAP ETF 922908629   7,401,164 29,621 SH   SOLE 0 26,134 0 3,487
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,357,204 9,064 SH   SOLE 0 8,424 0 640
VANGUARD INDEX FDS TOTAL STK MKT 922908769   307,722 1,184 SH   SOLE 0 18 0 1,166
VANGUARD INDEX FDS GROWTH ETF 922908736   838,815 2,437 SH   SOLE 0 2,422 0 15
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   248,091 4,945 SH   SOLE 0 0 0 4,945
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   11,402,678 94,245 SH   SOLE 0 82,682 0 11,563
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   3,538,249 13,079 SH   SOLE 0 11,387 0 1,692
VANGUARD WORLD FD FINANCIALS ETF 92204A405   215,531 2,105 SH   SOLE 0 2,105 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,224,715 124,517 SH   SOLE 0 115,237 0 9,279
VERTIV HOLDINGS CO COM CL A 92537N108   4,387,149 53,718 SH   SOLE 0 50,009 0 3,709
VISA INC COM CL A 92826C839   1,321,723 4,736 SH   SOLE 0 3,973 0 763
VISTRA CORP COM 92840M102   1,163,921 16,711 SH   SOLE 0 16,226 0 485
WILLIAMS SONOMA INC COM 969904101   1,230,111 3,874 SH   SOLE 0 3,871 0 3
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   530,861 10,556 SH   SOLE 0 248 0 10,308
WOODWARD INC COM 980745103   622,953 4,042 SH   SOLE 0 4,040 0 2
WORTHINGTON ENTERPRISES INC COM 981811102   871,469 14,004 SH   SOLE 0 14,004 0 0