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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 21,850 7,856 SH   SOLE   7,856 0 0
AMAZON COM INC COM 023135106 24,841 7,620 SH   SOLE   7,620 0 0
APPLE INC COM 037833100 22,604 129,453 SH   SOLE   129,453 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 374 1,060 SH   SOLE   1,060 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 3,199 41,487 SH   SOLE   41,487 0 0
BLACKROCK INC COM 09247X101 5,287 6,919 SH   SOLE   6,919 0 0
BLACKSTONE GROUP INC COM 09260D107 4,713 37,129 SH   SOLE   37,129 0 0
BOEING CO COM 097023105 10,264 53,596 SH   SOLE   53,596 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,134 70,301 SH   SOLE   70,301 0 0
COINBASE GLOBAL INC COM CL A 19260q107 3,057 16,103 SH   SOLE   16,103 0 0
CUMMINS INC COM 231021106 2,493 12,156 SH   SOLE   12,156 0 0
DANAHER CORPORATION COM 235851102 8,900 30,341 SH   SOLE   30,341 0 0
DISNEY WALT CO COM 254687106 6,779 49,424 SH   SOLE   49,424 0 0
FACEBOOK INC CL A 30303M102 5,963 26,815 SH   SOLE   26,815 0 0
FIDELITY COVINGTON TRUST TOTAL BD ETF 316188309 17,638 354,390 SH   SOLE   354,390 0 0
FISERV INC COM 337738108 5,261 51,882 SH   SOLE   51,882 0 0
HONEYWELL INTL INC COM 438516106 4,818 24,760 SH   SOLE   24,760 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 397 2,515 SH   SOLE   2,515 0 0
ISHARES TR CORE S&P500 ETF 464287200 2,713 5,980 SH   SOLE   5,980 0 0
ISHARES TR CORE S&P MCP ETF 464287507 313 1,165 SH   SOLE   1,165 0 0
ISHARES TR PHLX SEMICND ETF 464287523 6,776 14,317 SH   SOLE   14,317 0 0
ISHARES TR COHEN STEER REIT 464287564 4,520 63,657 SH   SOLE   63,657 0 0
ISHARES TR 10-20 YR TRS ETF 464288653 6,918 51,393 SH   SOLE   51,393 0 0
ISHARES TR U.S. MED DVC ETF 464288810 4,142 67,951 SH   SOLE   67,951 0 0
ISHARES TR CORE MSCI EURO 46434V738 304 5,700 SH   SOLE   5,700 0 0
JOHNSON & JOHNSON COM 478160104 326 1,840 SH   SOLE   1,840 0 0
LILLY ELI & CO COM 532457108 5,780 20,185 SH   SOLE   20,185 0 0
LOWES COS INC COM 548661107 3,107 15,366 SH   SOLE   15,366 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,942 11,029 SH   SOLE   11,029 0 0
MICROSOFT CORP COM 594918104 23,376 75,820 SH   SOLE   75,820 0 0
PALO ALTO NETWORKS INC COM 697435105 5,146 8,266 SH   SOLE   8,266 0 0
PAYPAL HLDGS INC COM 70450Y103 8,748 75,640 SH   SOLE   75,640 0 0
PROCTER AND GAMBLE CO COM 742718109 4,032 26,389 SH   SOLE   26,389 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,552 35,857 SH   SOLE   35,857 0 0
SPDR SER TR S&P BIOTECH 78464A870 7,154 79,594 SH   SOLE   79,594 0 0
SALESFORCE COM INC COM 79466L302 4,916 23,155 SH   SOLE   23,155 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 4,588 52,052 SH   SOLE   52,052 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5,126 37,417 SH   SOLE   37,417 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3,789 36,797 SH   SOLE   36,797 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,579 34,640 SH   SOLE   34,640 0 0
TJX COS INC NEW COM 872540109 4,681 77,263 SH   SOLE   77,263 0 0
TARGET CORP COM 87612E106 3,914 18,441 SH   SOLE   18,441 0 0
THE TRADE DESK INC COM CL A 88339J105 5,532 79,881 SH   SOLE   79,881 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,710 11,197 SH   SOLE   11,197 0 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 640 13,325 SH   SOLE   13,325 0 0
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 12,355 63,065 SH   SOLE   63,065 0 0
VANGUARD WORLD FDS ENERGY ETF 92204A306 7,375 68,898 SH   SOLE   68,898 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 10,932 117,061 SH   SOLE   117,061 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,089 13,951 SH   SOLE   13,951 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4,017 46,683 SH   SOLE   46,683 0 0
VISA INC COM CL A 92826C839 3,599 16,228 SH   SOLE   16,228 0 0