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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,626,796 4,826 SH   SOLE 0 4,826 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,065,308 67,845 SH   SOLE 0 48,464 0 19,381
ALPHABET INC CAP STK CL A 02079K305   347,522 2,548 SH   SOLE 0 2,348 0 200
ALPHABET INC CAP STK CL C 02079K107   212,306 1,538 SH   SOLE 0 820 0 718
AMAZON COM INC COM 023135106   759,571 5,254 SH   SOLE 0 4,734 0 520
AMCOR PLC ORD G0250X107   149,420 15,500 SH   SOLE 0 0 0 15,500
AMERICAN CENTY ETF TR US SML CP VALU 025072877   328,024 3,757 SH   SOLE 0 2,412 0 1,345
AMERICAN CENTY ETF TR INTL SMCP VLU 025072802   214,488 3,478 SH   SOLE 0 2,258 0 1,220
APPLE INC COM 037833100   4,124,495 22,673 SH   SOLE 0 16,590 0 6,083
APPLIED MATLS INC COM 038222105   263,048 1,762 SH   SOLE 0 0 0 1,762
AT&T INC COM 00206R102   281,790 16,431 SH   SOLE 0 4,518 0 11,913
BANK AMERICA CORP COM 060505104   586,470 17,351 SH   SOLE 0 2,043 0 15,308
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   420,050 1,155 SH   SOLE 0 1,055 0 100
BLACKSTONE INC COM 09260D107   321,261 2,614 SH   SOLE 0 2,614 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   429,538 8,254 SH   SOLE 0 317 0 7,937
CATERPILLAR INC COM 149123101   315,854 1,104 SH   SOLE 0 104 0 1,000
COCA COLA CO COM 191216100   322,769 5,401 SH   SOLE 0 601 0 4,800
CONOCOPHILLIPS COM 20825C104   212,343 1,823 SH   SOLE 0 1,823 0 0
COSTCO WHSL CORP NEW COM 22160K105   459,680 709 SH   SOLE 0 709 0 0
CSX CORP COM 126408103   267,677 7,710 SH   SOLE 0 1,509 0 6,200
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   254,902 5,435 SH   SOLE 0 5,435 0 0
DOCUSIGN INC COM 256163106   3,713,169 67,549 SH   SOLE 0 49,782 0 17,767
EVERBRIDGE INC COM 29978A104   2,850,838 131,073 SH   SOLE 0 102,589 0 28,484
EXCHANGE LISTED FDS TR CABANA TARGET 7 30151E723   805,402 37,391 SH   SOLE 0 37,391 0 0
EXCHANGE LISTED FDS TR CABANA CONSERVAT 30151E632   243,475 12,612 SH   SOLE 0 12,612 0 0
EXXON MOBIL CORP COM 30231G102   1,681,392 16,433 SH   SOLE 0 3,117 0 13,316
FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100   389,918 4,248 SH   SOLE 0 3,880 0 368
FORD MTR CO DEL COM 345370860   164,408 14,076 SH   SOLE 0 9,803 0 4,273
GENERAL ELECTRIC CO COM NEW 369604301   262,908 2,109 SH   SOLE 0 162 0 1,947
INTEL CORP COM 458140100   4,072,693 86,893 SH   SOLE 0 64,511 0 22,382
INTERCONTINENTAL EXCHANGE IN COM 45866F104   251,240 2,000 SH   SOLE 0 2,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,064,931 6,620 SH   SOLE 0 2,105 0 4,515
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837   230,611 2,798 SH   SOLE 0 2,798 0 0
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   413,474 11,172 SH   SOLE 0 11,172 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,427,866 3,603 SH   SOLE 0 2,679 0 925
ISHARES TR CORE S&P MCP ETF 464287507   564,105 2,093 SH   SOLE 0 1,219 0 874
ISHARES TR CORE S&P SCP ETF 464287804   327,837 3,133 SH   SOLE 0 1,920 0 1,213
ISHARES TR CORE S&P500 ETF 464287200   6,058,172 12,902 SH   SOLE 0 8,102 0 4,800
ISHARES TR SELECT DIVID ETF 464287168   502,564 4,283 SH   SOLE 0 1,675 0 2,608
ISHARES TR 0-5 YR TIPS ETF 46429B747   1,360,884 13,820 SH   SOLE 0 13,684 0 136
ISHARES TR 0-3 MNTH TREASRY 46436E718   13,875,870 138,275 SH   SOLE 0 82,635 0 55,640
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   7,971,257 145,487 SH   SOLE 0 140,503 0 4,984
JOHNSON & JOHNSON COM 478160104   312,090 1,943 SH   SOLE 0 1,124 0 819
JPMORGAN CHASE & CO COM 46625H100   510,708 2,979 SH   SOLE 0 1,363 0 1,616
LOWES COS INC COM 548661107   1,052,509 4,983 SH   SOLE 0 25 0 4,958
MANULIFE FINL CORP COM 56501R106   268,520 12,420 SH   SOLE 0 0 0 12,420
META PLATFORMS INC CL A 30303M102   7,583,878 21,848 SH   SOLE 0 16,485 0 5,363
MFA FINL INC COM 55272X607   110,993 10,072 SH   SOLE 0 10,072 0 0
MICROSOFT CORP COM 594918104   1,491,610 4,054 SH   SOLE 0 2,020 0 2,034
MV OIL TR TR UNITS 553859109   798,472 65,556 SH   SOLE 0 65,556 0 0
NVIDIA CORPORATION COM 67066G104   426,661 889 SH   SOLE 0 828 0 61
OKTA INC CL A 679295105   4,132,317 49,566 SH   SOLE 0 41,073 0 8,493
ONEOK INC NEW COM 682680103   1,275,164 17,993 SH   SOLE 0 17,993 0 0
PAYPAL HLDGS INC COM 70450Y103   1,144,685 19,584 SH   SOLE 0 16,298 0 3,286
PROGRESSIVE CORP COM 743315103   581,095 3,565 SH   SOLE 0 480 0 3,085
RITHM CAPITAL CORP COM NEW 64828T201   258,485 25,218 SH   SOLE 0 25,218 0 0
SALESFORCE INC COM 79466L302   7,442,985 29,625 SH   SOLE 0 23,267 0 6,358
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   601,850 8,222 SH   SOLE 0 4,788 0 3,434
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   320,316 7,026 SH   SOLE 0 4,620 0 2,406
SERVICENOW INC COM 81762P102   4,361,780 6,492 SH   SOLE 0 4,822 0 1,670
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   810,033 2,163 SH   SOLE 0 2,163 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,812,735 3,879 SH   SOLE 0 3,031 0 849
SPDR SER TR PRTFLO S&P500 HI 78468R788   591,545 15,102 SH   SOLE 0 15,061 0 41
SPDR SER TR PORTFOLIO S&P500 78464A854   1,070,978 19,483 SH   SOLE 0 15,424 0 4,059
SPDR SER TR S&P DIVID ETF 78464A763   508,138 4,098 SH   SOLE 0 2,263 0 1,835
SPLUNK INC COM 848637104   4,021,437 26,429 SH   SOLE 0 21,441 0 4,988
TESLA INC COM 88160R101   270,051 1,135 SH   SOLE 0 1,060 0 75
TRUIST FINL CORP COM 89832Q109   269,696 7,295 SH   SOLE 0 100 0 7,195
TWILIO INC CL A 90138F102   5,133,257 74,949 SH   SOLE 0 65,323 0 9,626
UNITED PARCEL SERVICE INC CL B 911312106   204,665 1,304 SH   SOLE 0 102 0 1,202
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   2,405,670 31,340 SH   SOLE 0 25,161 0 6,179
VANGUARD INDEX FDS MID CAP ETF 922908629   937,669 4,118 SH   SOLE 0 2,861 0 1,257
VANGUARD INDEX FDS SM CP VAL ETF 922908611   448,807 2,562 SH   SOLE 0 967 0 1,596
VANGUARD INDEX FDS SMALL CP ETF 922908751   428,322 2,075 SH   SOLE 0 1,450 0 625
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   56,230,493 130,942 SH   SOLE 0 95,457 0 35,485
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,173,141 9,336 SH   SOLE 0 7,479 0 1,857
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   548,691 3,462 SH   SOLE 0 797 0 2,665
VANGUARD STAR FDS VG TL INTL STK F 921909768   507,717 8,912 SH   SOLE 0 6,531 0 2,381
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   281,375 5,974 SH   SOLE 0 3,832 0 2,142
VANGUARD WORLD FD ESG US STK ETF 921910733   411,191 4,946 SH   SOLE 0 497 0 4,449
VANGUARD WORLD FDS INF TECH ETF 92204A702   716,616 1,551 SH   SOLE 0 1,541 0 10
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   279,945 1,099 SH   SOLE 0 735 0 363
VEEVA SYS INC CL A COM 922475108   5,273,241 28,334 SH   SOLE 0 21,484 0 6,850
VERIZON COMMUNICATIONS INC COM 92343V104   374,431 9,511 SH   SOLE 0 3,411 0 6,100
VISA INC COM CL A 92826C839   2,825,076 10,882 SH   SOLE 0 8,060 0 2,822
WALMART INC COM 931142103   516,157 3,272 SH   SOLE 0 3,035 0 237
WISDOMTREE TR CLOUD COMPUTNG 97717Y691   11,635,018 358,111 SH   SOLE 0 295,855 0 62,256