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
AMAZON COM INC COM 023135106   2,256,141 17,307 SH   SOLE   0 0 17,307
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   776,601 13,530 SH   SOLE   0 0 13,530
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   8,069,921 151,264 SH   SOLE   0 0 151,264
AMERICAN CENTY ETF TR US SML CP VALU 025072877   907,910 11,698 SH   SOLE   0 0 11,698
AMGEN INC COM 031162100   2,716,327 12,235 SH   SOLE   0 0 12,235
ANSYS INC COM 03662Q105   747,731 2,264 SH   SOLE   0 0 2,264
APPLE INC COM 037833100   6,502,340 33,522 SH   SOLE   0 0 33,522
APTIV PLC SHS G6095L109   933,622 9,145 SH   SOLE   0 0 9,145
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,781,008 11,088 SH   SOLE   0 0 11,088
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105   528,927 32,212 SH   SOLE   0 0 32,212
BLACKROCK HEALTH SCIENCES TR COM 09250W107   16,692,294 410,736 SH   SOLE   0 0 410,736
BLACKROCK MUNIYIELD FD INC COM 09253W104   979,306 93,803 SH   SOLE   0 0 93,803
CANADIAN PACIFIC KANSAS CITY COM 13646K108   309,009 3,826 SH   SOLE   0 0 3,826
CHEVRON CORP NEW COM 166764100   675,683 4,294 SH   SOLE   0 0 4,294
EXXON MOBIL CORP COM 30231G102   375,833 3,504 SH   SOLE   0 0 3,504
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   721,379 8,145 SH   SOLE   0 0 8,145
GARMIN LTD SHS H2906T109   1,279,738 12,271 SH   SOLE   0 0 12,271
GENERAL MTRS CO COM 37045V100   38,560 1,000 SH Call SOLE   0 0 1,000
GENERAL MTRS CO COM 37045V100   502,661 13,036 SH   SOLE   0 0 13,036
HOME DEPOT INC COM 437076102   250,639 807 SH   SOLE   0 0 807
INTUITIVE SURGICAL INC COM NEW 46120E602   239,358 700 SH Call SOLE   0 0 700
INTUITIVE SURGICAL INC COM NEW 46120E602   8,695,739 25,431 SH   SOLE   0 0 25,431
ISHARES INC CORE MSCI EMKT 46434G103   2,681,543 54,403 SH   SOLE   0 0 54,403
ISHARES TR CORE S&P SCP ETF 464287804   1,102,448 11,063 SH   SOLE   0 0 11,063
ISHARES TR MSCI USA MIN VOL 46429B697   1,001,212 13,470 SH   SOLE   0 0 13,470
ISHARES TR CORE S&P500 ETF 464287200   17,027,555 38,203 SH   SOLE   0 0 38,203
ISHARES TR U S EQUITY FACTR 46434V282   4,408,463 98,933 SH   SOLE   0 0 98,933
ISHARES TR RUS 1000 GRW ETF 464287614   1,190,990 4,328 SH   SOLE   0 0 4,328
ISHARES TR MSCI INTL QUALTY 46434V456   1,433,311 40,262 SH   SOLE   0 0 40,262
ISHARES TR MSCI USA VALUE 46432F388   497,971 5,309 SH   SOLE   0 0 5,309
ISHARES TR MSCI USA MMENTM 46432F396   6,129,166 42,490 SH   SOLE   0 0 42,490
ISHARES TR CORE MSCI EAFE 46432F842   8,494,758 125,848 SH   SOLE   0 0 125,848
J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779   423,173 9,988 SH   SOLE   0 0 9,988
JPMORGAN CHASE & CO COM 46625H100   281,793 1,938 SH   SOLE   0 0 1,938
MCDONALDS CORP COM 580135101   344,564 1,155 SH   SOLE   0 0 1,155
MICROSOFT CORP COM 594918104   1,583,301 4,649 SH   SOLE   0 0 4,649
MICROSOFT CORP COM 594918104   34,054 100 SH Call SOLE   0 0 100
NEXTERA ENERGY INC COM 65339F101   1,463,415 19,723 SH   SOLE   0 0 19,723
NOVOCURE LTD ORD SHS G6674U108   12,450 300 SH Call SOLE   0 0 300
NOVOCURE LTD ORD SHS G6674U108   280,582 6,761 SH   SOLE   0 0 6,761
NVIDIA CORPORATION COM 67066G104   781,374 1,847 SH   SOLE   0 0 1,847
NXP SEMICONDUCTORS N V COM N6596X109   2,174,282 10,623 SH   SOLE   0 0 10,623
OREILLY AUTOMOTIVE INC COM 67103H107   468,097 490 SH   SOLE   0 0 490
PEPSICO INC COM 713448108   217,754 1,176 SH   SOLE   0 0 1,176
PROCTER AND GAMBLE CO COM 742718109   202,782 1,336 SH   SOLE   0 0 1,336
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103   1,020,969 99,997 SH   SOLE   0 0 99,997
S&P GLOBAL INC COM 78409V104   598,013 1,492 SH   SOLE   0 0 1,492
SHYFT GROUP INC COM 825698103   359,130 16,280 SH   SOLE   0 0 16,280
SOUTHERN CO COM 842587107   202,935 2,889 SH   SOLE   0 0 2,889
SPDR S&P 500 ETF TR TR UNIT 78462F103   468,990 1,058 SH   SOLE   0 0 1,058
STMICROELECTRONICS N V NY REGISTRY 861012102   2,147,479 42,958 SH   SOLE   0 0 42,958
TEXAS INSTRS INC COM 882508104   1,087,703 6,042 SH   SOLE   0 0 6,042
VANGUARD INDEX FDS SMALL CP ETF 922908751   250,637 1,260 SH   SOLE   0 0 1,260
VANGUARD INDEX FDS TOTAL STK MKT 922908769   329,049 1,494 SH   SOLE   0 0 1,494
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,214,027 29,843 SH   SOLE   0 0 29,843
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   5,213,574 109,945 SH   SOLE   0 0 109,945
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   3,434,484 17,040 SH   SOLE   0 0 17,040
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   16,246,099 276,954 SH   SOLE   0 0 276,954
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,420,112 8,743 SH   SOLE   0 0 8,743
VANGUARD STAR FDS VG TL INTL STK F 921909768   255,547 4,557 SH   SOLE   0 0 4,557
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,930,095 41,795 SH   SOLE   0 0 41,795
VANGUARD WELLINGTON FD US MOMENTUM 921935508   1,673,264 13,801 SH   SOLE   0 0 13,801
VISA INC COM CL A 92826C839   387,961 1,634 SH   SOLE   0 0 1,634
WALMART INC COM 931142103   799,731 5,088 SH   SOLE   0 0 5,088