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
ISHARES TR TIPS BD ETF 464287176   32,486 302 SH   SOLE Pacific Capital Wealth Advisors 0 0 302
ENBRIDGE INC COM 29250N105   77,715 2,148 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,148
MCDONALDS CORP COM 580135101   217,665 772 SH   SOLE Pacific Capital Wealth Advisors 0 0 772
ISHARES TR S&P 500 VAL ETF 464287408   6,538 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
BHP GROUP LTD SPONSORED ADS 088606108   2,769 48 SH   SOLE Pacific Capital Wealth Advisors 0 0 48
EURONET WORLDWIDE INC COM 298736109   5,167 47 SH   SOLE Pacific Capital Wealth Advisors 0 0 47
SPDR SER TR BBG CONV SEC ETF 78464A359   249,410 3,415 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,415
WASTE MGMT INC DEL COM 94106L109   42,417 199 SH   SOLE Pacific Capital Wealth Advisors 0 0 199
GOPRO INC CL A 38268T103   187 84 SH   SOLE Pacific Capital Wealth Advisors 0 0 84
VENTAS INC COM 92276F100   33,308 765 SH   SOLE Pacific Capital Wealth Advisors 0 0 765
ELI LILLY & CO COM 532457108   339,969 437 SH   SOLE Pacific Capital Wealth Advisors 0 0 437
NISOURCE INC COM 65473P105   5,975 216 SH   SOLE Pacific Capital Wealth Advisors 0 0 216
MOODYS CORP COM 615369105   5,502 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
HERSHEY CO COM 427866108   14,393 74 SH   SOLE Pacific Capital Wealth Advisors 0 0 74
ISHARES TR RUS 1000 GRW ETF 464287614   2,664,937 7,907 SH   SOLE Pacific Capital Wealth Advisors 0 0 7,907
GENERAL MTRS CO COM 37045V100   1,542 34 SH   SOLE Pacific Capital Wealth Advisors 0 0 34
RIO TINTO PLC SPONSORED ADR 767204100   4,781 75 SH   SOLE Pacific Capital Wealth Advisors 0 0 75
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   68,801 1,048 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,048
VANGUARD STAR FDS VG TL INTL STK F 921909768   228,537 3,790 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,790
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888   1,611 45 SH   SOLE Pacific Capital Wealth Advisors 0 0 45
GENERAL DYNAMICS CORP COM 369550108   66,385 235 SH   SOLE Pacific Capital Wealth Advisors 0 0 235
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,103 21 SH   SOLE Pacific Capital Wealth Advisors 0 0 21
GOLDMAN SACHS GROUP INC COM 38141G104   1,671 4 SH   SOLE Pacific Capital Wealth Advisors 0 0 4
SYSCO CORP COM 871829107   9,255 114 SH   SOLE Pacific Capital Wealth Advisors 0 0 114
WEC ENERGY GROUP INC COM 92939U106   173,355 2,111 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,111
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100   2,831,671 29,651 SH   SOLE Pacific Capital Wealth Advisors 0 0 29,651
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,163 60 SH   SOLE Pacific Capital Wealth Advisors 0 0 60
SCORPIUS HOLDINGS INC COM 42237K409   2 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
SUNRUN INC COM 86771W105   524,432 39,790 SH   SOLE Pacific Capital Wealth Advisors 0 0 39,790
STARBUCKS CORP COM 855244109   6,671 73 SH   SOLE Pacific Capital Wealth Advisors 0 0 73
SAP SE SPON ADR 803054204   196,980 1,010 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,010
ISHARES TR MSCI EMG MKT ETF 464287234   23,046 561 SH   SOLE Pacific Capital Wealth Advisors 0 0 561
ELEVANCE HEALTH INC COM 036752103   4,667 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
DOMINION ENERGY INC COM 25746U109   4,771 97 SH   SOLE Pacific Capital Wealth Advisors 0 0 97
OLD DOMINION FREIGHT LINE IN COM 679580100   5,702 26 SH   SOLE Pacific Capital Wealth Advisors 0 0 26
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   4,639 51 SH   SOLE Pacific Capital Wealth Advisors 0 0 51
EXXON MOBIL CORP COM 30231G102   20,226 174 SH   SOLE Pacific Capital Wealth Advisors 0 0 174
HENRY SCHEIN INC COM 806407102   1,510 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
BADGER METER INC COM 056525108   2,751 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
BRISTOL-MYERS SQUIBB CO COM 110122108   37,202 686 SH   SOLE Pacific Capital Wealth Advisors 0 0 686
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511   9,326 785 SH   SOLE Pacific Capital Wealth Advisors 0 0 785
NIO INC SPON ADS 62914V106   450 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
MICROSOFT CORP COM 594918104   2,193,973 5,215 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,215
SHOPIFY INC CL A 82509L107   105,723 1,370 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,370
CLOROX CO DEL COM 189054109   1,837 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
GLOBE LIFE INC COM 37959E102   4,655 40 SH   SOLE Pacific Capital Wealth Advisors 0 0 40
PROSHARES TR ULTSHT REAL EST 74347G556   45,065 3,093 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,093
ANALOG DEVICES INC COM 032654105   52,414 265 SH   SOLE Pacific Capital Wealth Advisors 0 0 265
CISCO SYS INC COM 17275R102   2,545 51 SH   SOLE Pacific Capital Wealth Advisors 0 0 51
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   4,189 24 SH   SOLE Pacific Capital Wealth Advisors 0 0 24
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   1,456 10 SH   SOLE Pacific Capital Wealth Advisors 0 0 10
ELECTRONIC ARTS INC COM 285512109   133 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
HELLO GROUP INC ADS 423403104   4,415 711 SH   SOLE Pacific Capital Wealth Advisors 0 0 711
COINBASE GLOBAL INC COM CL A 19260Q107   2,651 10 SH   SOLE Pacific Capital Wealth Advisors 0 0 10
IAC INC COM NEW 44891N208   2,827 53 SH   SOLE Pacific Capital Wealth Advisors 0 0 53
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   4,624,922 57,360 SH   SOLE Pacific Capital Wealth Advisors 0 0 57,360
ALPHABET INC CAP STK CL C 02079K107   36,679 241 SH   SOLE Pacific Capital Wealth Advisors 0 0 241
FULLER H B CO COM 359694106   4,146 52 SH   SOLE Pacific Capital Wealth Advisors 0 0 52
MOHAWK INDS INC COM 608190104   5,497 42 SH   SOLE Pacific Capital Wealth Advisors 0 0 42
PIONEER NAT RES CO COM 723787107   12,863 49 SH   SOLE Pacific Capital Wealth Advisors 0 0 49
ISHARES TR RUS MD CP GR ETF 464287481   6,620 58 SH   SOLE Pacific Capital Wealth Advisors 0 0 58
WISDOMTREE TR INTRST RATE HDGE 97717W380   97,770 4,428 SH   SOLE Pacific Capital Wealth Advisors 0 0 4,428
ISHARES TR RUS MDCP VAL ETF 464287473   9,400 75 SH   SOLE Pacific Capital Wealth Advisors 0 0 75
MARSH & MCLENNAN COS INC COM 571748102   3,914 19 SH   SOLE Pacific Capital Wealth Advisors 0 0 19
VIATRIS INC COM 92556V106   143 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
MUSTANG BIO INC COM NEW 62818Q203   6 6 SH   SOLE Pacific Capital Wealth Advisors 0 0 6
EA SERIES TRUST STRIVE 1000 DIV 02072L581   3,347 108 SH   SOLE Pacific Capital Wealth Advisors 0 0 108
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   18,618,430 153,884 SH   SOLE Pacific Capital Wealth Advisors 0 0 153,884
LAS VEGAS SANDS CORP COM 517834107   4,498 87 SH   SOLE Pacific Capital Wealth Advisors 0 0 87
NORTHROP GRUMMAN CORP COM 666807102   3,351 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
RENAISSANCERE HLDGS LTD COM G7496G103   71,684 305 SH   SOLE Pacific Capital Wealth Advisors 0 0 305
PINNACLE FINL PARTNERS INC COM 72346Q104   3,779 44 SH   SOLE Pacific Capital Wealth Advisors 0 0 44
KENVUE INC COM 49177J102   31,224 1,455 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,455
MORGAN STANLEY COM NEW 617446448   17,043 181 SH   SOLE Pacific Capital Wealth Advisors 0 0 181
GILEAD SCIENCES INC COM 375558103   1,831 25 SH   SOLE Pacific Capital Wealth Advisors 0 0 25
BEST BUY INC COM 086516101   1,066 13 SH   SOLE Pacific Capital Wealth Advisors 0 0 13
JOHN BEAN TECHNOLOGIES CORP COM 477839104   2,098 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
VANGUARD INDEX FDS TOTAL STK MKT 922908769   23,206,330 89,289 SH   SOLE Pacific Capital Wealth Advisors 0 0 89,289
ISHARES TR FLTG RATE NT ETF 46429B655   5,106 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
HUMANA INC COM 444859102   5,894 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
BROADCOM INC COM 11135F101   2,651 2 SH   SOLE Pacific Capital Wealth Advisors 0 0 2
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887   12,359 248 SH   SOLE Pacific Capital Wealth Advisors 0 0 248
WARNER BROS DISCOVERY INC COM SER A 934423104   1,091 125 SH   SOLE Pacific Capital Wealth Advisors 0 0 125
KKR & CO INC COM 48251W104   3,520 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
HOME DEPOT INC COM 437076102   76,816 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
AMERICAN INTL GROUP INC COM NEW 026874784   2,736 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
CONSTRUCTION PARTNERS INC COM CL A 21044C107   6,120 109 SH   SOLE Pacific Capital Wealth Advisors 0 0 109
ALIGN TECHNOLOGY INC COM 016255101   10,493 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
WK KELLOGG CO COM SHS 92942W107   132 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   12,197 292 SH   SOLE Pacific Capital Wealth Advisors 0 0 292
GENERAL ELECTRIC CO COM NEW 369604301   19,905 113 SH   SOLE Pacific Capital Wealth Advisors 0 0 113
SPYRE THERAPEUTICS INC COM NEW 00773J202   303 8 SH   SOLE Pacific Capital Wealth Advisors 0 0 8
PARKER-HANNIFIN CORP COM 701094104   8,893 16 SH   SOLE Pacific Capital Wealth Advisors 0 0 16
TOTALENERGIES SE SPONSORED ADS 89151E109   8,879 129 SH   SOLE Pacific Capital Wealth Advisors 0 0 129
ISHARES TR CORE S&P500 ETF 464287200   163,502 311 SH   SOLE Pacific Capital Wealth Advisors 0 0 311
ON SEMICONDUCTOR CORP COM 682189105   8,238 112 SH   SOLE Pacific Capital Wealth Advisors 0 0 112
SHELL PLC SPON ADS 780259305   5,296 79 SH   SOLE Pacific Capital Wealth Advisors 0 0 79
MEDTRONIC PLC SHS G5960L103   2,615 30 SH   SOLE Pacific Capital Wealth Advisors 0 0 30
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   3,148 45 SH   SOLE Pacific Capital Wealth Advisors 0 0 45
HILLMAN SOLUTIONS CORP COM 431636109   4,788 450 SH   SOLE Pacific Capital Wealth Advisors 0 0 450
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   4,042,092 82,173 SH   SOLE Pacific Capital Wealth Advisors 0 0 82,173
PROSHARES TR II ULTRA SILVER NEW 74347W353   575 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
SCHWAB STRATEGIC TR LONG TERM US 808524680   134,313 3,982 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,982
PPG INDS INC COM 693506107   16,519 114 SH   SOLE Pacific Capital Wealth Advisors 0 0 114
DXC TECHNOLOGY CO COM 23355L106   1,188 56 SH   SOLE Pacific Capital Wealth Advisors 0 0 56
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   78,788 187 SH   SOLE Pacific Capital Wealth Advisors 0 0 187
BP PLC SPONSORED ADR 055622104   2,072 55 SH   SOLE Pacific Capital Wealth Advisors 0 0 55
HDFC BANK LTD SPONSORED ADS 40415F101   4,981 89 SH   SOLE Pacific Capital Wealth Advisors 0 0 89
DEXCOM INC COM 252131107   10,403 75 SH   SOLE Pacific Capital Wealth Advisors 0 0 75
ONEOK INC NEW COM 682680103   1,844 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   11,006 346 SH   SOLE Pacific Capital Wealth Advisors 0 0 346
AMERICAN AIRLS GROUP INC COM 02376R102   6,524 425 SH   SOLE Pacific Capital Wealth Advisors 0 0 425
NXP SEMICONDUCTORS N V COM N6596X109   13,132 53 SH   SOLE Pacific Capital Wealth Advisors 0 0 53
HONEYWELL INTL INC COM 438516106   279,386 1,361 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,361
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   40,666 562 SH   SOLE Pacific Capital Wealth Advisors 0 0 562
ARK 21SHARES BITCOIN ETF SHS BEN INT 040919102   7,098 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
SONY GROUP CORP SPONSORED ADR 835699307   31,038 362 SH   SOLE Pacific Capital Wealth Advisors 0 0 362
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   471,035 9,309 SH   SOLE Pacific Capital Wealth Advisors 0 0 9,309
CARNIVAL CORP UNIT 99/99/9999 143658300   2,288 140 SH   SOLE Pacific Capital Wealth Advisors 0 0 140
ACACIA RESH CORP ACACIA TCH COM 003881307   533 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
VANGUARD BD INDEX FDS INTERMED TERM 921937819   8,171,475 108,375 SH   SOLE Pacific Capital Wealth Advisors 0 0 108,375
T-MOBILE US INC COM 872590104   2,285 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
BLACKROCK INC COM 09247X101   3,335 4 SH   SOLE Pacific Capital Wealth Advisors 0 0 4
GSK PLC SPONSORED ADR 37733W204   3,430 80 SH   SOLE Pacific Capital Wealth Advisors 0 0 80
HCA HEALTHCARE INC COM 40412C101   2,335 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
VANECK ETF TRUST OIL SERVICES ETF 92189H607   119,397 355 SH   SOLE Pacific Capital Wealth Advisors 0 0 355
VALKYRIE ETF TRUST II BITCOIN AND ETHE 91917A108   4,232 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
M & T BK CORP COM 55261F104   4,654 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
CONSTELLATION BRANDS INC CL A 21036P108   3,261 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
QIAGEN NV SHS NEW N72482149   1,161 27 SH   SOLE Pacific Capital Wealth Advisors 0 0 27
KIMBERLY-CLARK CORP COM 494368103   127,668 987 SH   SOLE Pacific Capital Wealth Advisors 0 0 987
TEXAS ROADHOUSE INC COM 882681109   16,317 106 SH   SOLE Pacific Capital Wealth Advisors 0 0 106
SCHLUMBERGER LTD COM STK 806857108   1,041 19 SH   SOLE Pacific Capital Wealth Advisors 0 0 19
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   1,252 390 SH   SOLE Pacific Capital Wealth Advisors 0 0 390
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   5,494 52 SH   SOLE Pacific Capital Wealth Advisors 0 0 52
WALMART INC COM 931142103   330,634 5,495 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,495
VANECK ETF TRUST INTRMDT MUNI ETF 92189H201   16,418 353 SH   SOLE Pacific Capital Wealth Advisors 0 0 353
YETI HLDGS INC COM 98585X104   7,209 187 SH   SOLE Pacific Capital Wealth Advisors 0 0 187
UNITED STATES STL CORP NEW COM 912909108   43,023 1,055 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,055
AGNC INVT CORP COM 00123Q104   99,000 10,000 SH   SOLE Pacific Capital Wealth Advisors 0 0 10,000
PHILIP MORRIS INTL INC COM 718172109   3,115 34 SH   SOLE Pacific Capital Wealth Advisors 0 0 34
SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400   11,710 271 SH   SOLE Pacific Capital Wealth Advisors 0 0 271
HOULIHAN LOKEY INC CL A 441593100   6,153 48 SH   SOLE Pacific Capital Wealth Advisors 0 0 48
PRIMERICA INC COM 74164M108   5,059 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
TJX COS INC NEW COM 872540109   70,385 694 SH   SOLE Pacific Capital Wealth Advisors 0 0 694
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784   17 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
AZENTA INC COM 114340102   4,099 68 SH   SOLE Pacific Capital Wealth Advisors 0 0 68
PAYPAL HLDGS INC COM 70450Y103   22,710 339 SH   SOLE Pacific Capital Wealth Advisors 0 0 339
HESS CORP COM 42809H107   36,328 238 SH   SOLE Pacific Capital Wealth Advisors 0 0 238
ISHARES TR ISHARES BIOTECH 464287556   6,926,042 50,474 SH   SOLE Pacific Capital Wealth Advisors 0 0 50,474
BANK HAWAII CORP COM 062540109   3,307 53 SH   SOLE Pacific Capital Wealth Advisors 0 0 53
PENNANT GROUP INC COM 70805E109   148,697 7,575 SH   SOLE Pacific Capital Wealth Advisors 0 0 7,575
KLA CORP COM NEW 482480100   6,287 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
ISHARES TR CORE S&P TTL STK 464287150   847,916 7,354 SH   SOLE Pacific Capital Wealth Advisors 0 0 7,354
DELTA AIR LINES INC DEL COM NEW 247361702   9,670 202 SH   SOLE Pacific Capital Wealth Advisors 0 0 202
VALE S A SPONSORED ADS 91912E105   1,268 104 SH   SOLE Pacific Capital Wealth Advisors 0 0 104
AIRBNB INC COM CL A 009066101   966,501 5,859 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,859
ISHARES GOLD TR ISHARES NEW 464285204   2,775,979 66,079 SH   SOLE Pacific Capital Wealth Advisors 0 0 66,079
DUKE ENERGY CORP NEW COM NEW 26441C204   35,202 364 SH   SOLE Pacific Capital Wealth Advisors 0 0 364
MARKEL GROUP INC COM 570535104   6,086 4 SH   SOLE Pacific Capital Wealth Advisors 0 0 4
NIKE INC CL B 654106103   169,540 1,804 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,804
OCCIDENTAL PETE CORP COM 674599105   48,028 739 SH   SOLE Pacific Capital Wealth Advisors 0 0 739
SOS LIMITED SPON ADS 83587W205   81 48 SH   SOLE Pacific Capital Wealth Advisors 0 0 48
F5 INC COM 315616102   36,212 191 SH   SOLE Pacific Capital Wealth Advisors 0 0 191
GETTY RLTY CORP NEW COM 374297109   2,516 92 SH   SOLE Pacific Capital Wealth Advisors 0 0 92
APTOSE BIOSCIENCES INC COM 03835T309   10 6 SH   SOLE Pacific Capital Wealth Advisors 0 0 6
ITERIS INC NEW COM 46564T107   1,482 300 SH   SOLE Pacific Capital Wealth Advisors 0 0 300
BARRICK GOLD CORP COM 067901108   3,328 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
RBC BEARINGS INC COM 75524B104   4,596 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
VERIZON COMMUNICATIONS INC COM 92343V104   23,288 555 SH   SOLE Pacific Capital Wealth Advisors 0 0 555
FREEPORT-MCMORAN INC CL B 35671D857   7,147 152 SH   SOLE Pacific Capital Wealth Advisors 0 0 152
CARDINAL HEALTH INC COM 14149Y108   70,049 626 SH   SOLE Pacific Capital Wealth Advisors 0 0 626
MGIC INVT CORP WIS COM 552848103   35,597 1,592 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,592
CINTAS CORP COM 172908105   6,183 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
ISHARES TR CORE TOTAL USD 46434V613   228 5 SH   SOLE Pacific Capital Wealth Advisors 0 0 5
US BANCORP DEL COM NEW 902973304   1,565 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
METLIFE INC COM 59156R108   1,556 21 SH   SOLE Pacific Capital Wealth Advisors 0 0 21
ISHARES TR JPMORGAN USD EMG 464288281   283,178 3,158 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,158
ALTRIA GROUP INC COM 02209S103   28,048 643 SH   SOLE Pacific Capital Wealth Advisors 0 0 643
CHEVRON CORP NEW COM 166764100   1,966,229 12,465 SH   SOLE Pacific Capital Wealth Advisors 0 0 12,465
PUBLIC STORAGE COM 74460D109   122,985 424 SH   SOLE Pacific Capital Wealth Advisors 0 0 424
CANADIAN SOLAR INC COM 136635109   2,114 107 SH   SOLE Pacific Capital Wealth Advisors 0 0 107
MERCK & CO INC COM 58933Y105   1,979 15 SH   SOLE Pacific Capital Wealth Advisors 0 0 15
AFLAC INC COM 001055102   5,152 60 SH   SOLE Pacific Capital Wealth Advisors 0 0 60
JABIL INC COM 466313103   35,497 265 SH   SOLE Pacific Capital Wealth Advisors 0 0 265
ISHARES TR CORE US AGGBD ET 464287226   4,060,996 41,464 SH   SOLE Pacific Capital Wealth Advisors 0 0 41,464
TENARIS S A SPONSORED ADS 88031M109   1,257 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
SHERWIN WILLIAMS CO COM 824348106   24,660 71 SH   SOLE Pacific Capital Wealth Advisors 0 0 71
ISHARES TR ESG AWR MSCI USA 46435G425   100,475 874 SH   SOLE Pacific Capital Wealth Advisors 0 0 874
THOR INDS INC COM 885160101   3,755 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
CF INDS HLDGS INC COM 125269100   1,082 13 SH   SOLE Pacific Capital Wealth Advisors 0 0 13
AIR LEASE CORP CL A 00912X302   6,121 119 SH   SOLE Pacific Capital Wealth Advisors 0 0 119
JETBLUE AWYS CORP COM 477143101   445 60 SH   SOLE Pacific Capital Wealth Advisors 0 0 60
PG&E CORP COM 69331C108   43,744 2,610 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,610
CITIZENS FINL GROUP INC COM 174610105   3,484 96 SH   SOLE Pacific Capital Wealth Advisors 0 0 96
BOOKING HOLDINGS INC COM 09857L108   32,651 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
CYBERARK SOFTWARE LTD SHS M2682V108   1,859 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
AUTOZONE INC COM 053332102   3,152 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
NUTANIX INC CL A 67059N108   494 8 SH   SOLE Pacific Capital Wealth Advisors 0 0 8
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   1,398 71 SH   SOLE Pacific Capital Wealth Advisors 0 0 71
EVERTEC INC COM 30040P103   4,309 108 SH   SOLE Pacific Capital Wealth Advisors 0 0 108
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   21,733 124 SH   SOLE Pacific Capital Wealth Advisors 0 0 124
EMERSON ELEC CO COM 291011104   48,544 428 SH   SOLE Pacific Capital Wealth Advisors 0 0 428
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   45,405 900 SH   SOLE Pacific Capital Wealth Advisors 0 0 900
GRACO INC COM 384109104   2,150 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
SNOWFLAKE INC CL A 833445109   13,413 83 SH   SOLE Pacific Capital Wealth Advisors 0 0 83
KEURIG DR PEPPER INC COM 49271V100   1,380 45 SH   SOLE Pacific Capital Wealth Advisors 0 0 45
CROWN HLDGS INC COM 228368106   3,804 48 SH   SOLE Pacific Capital Wealth Advisors 0 0 48
NOVO-NORDISK A S ADR 670100205   5,136 40 SH   SOLE Pacific Capital Wealth Advisors 0 0 40
SCOTTS MIRACLE-GRO CO CL A 810186106   2,685 36 SH   SOLE Pacific Capital Wealth Advisors 0 0 36
JPMORGAN CHASE & CO COM 46625H100   69,504 347 SH   SOLE Pacific Capital Wealth Advisors 0 0 347
CHUBB LIMITED COM H1467J104   325,208 1,255 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,255
DISCOVER FINL SVCS COM 254709108   70,658 539 SH   SOLE Pacific Capital Wealth Advisors 0 0 539
AMERICAN EXPRESS CO COM 025816109   292,582 1,285 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,285
RTX CORPORATION COM 75513E101   200,522 2,056 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,056
DOW INC COM 260557103   5,793 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
L3HARRIS TECHNOLOGIES INC COM 502431109   3,623 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
AVERY DENNISON CORP COM 053611109   893 4 SH   SOLE Pacific Capital Wealth Advisors 0 0 4
HALEON PLC SPON ADS 405552100   849 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   22,880 800 SH   SOLE Pacific Capital Wealth Advisors 0 0 800
LAKELAND FINL CORP COM 511656100   2,653 40 SH   SOLE Pacific Capital Wealth Advisors 0 0 40
AMAZON COM INC COM 023135106   889,660 4,932 SH   SOLE Pacific Capital Wealth Advisors 0 0 4,932
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808   35,064 225 SH   SOLE Pacific Capital Wealth Advisors 0 0 225
SCHWAB STRATEGIC TR US TIPS ETF 808524870   11,500,020 220,476 SH   SOLE Pacific Capital Wealth Advisors 0 0 220,476
AMGEN INC COM 031162100   197,318 694 SH   SOLE Pacific Capital Wealth Advisors 0 0 694
ISHARES TR CORE S&P SCP ETF 464287804   36,693 332 SH   SOLE Pacific Capital Wealth Advisors 0 0 332
UNIVERSAL HLTH SVCS INC CL B 913903100   1,642 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
PROGRESSIVE CORP COM 743315103   9,100 44 SH   SOLE Pacific Capital Wealth Advisors 0 0 44
MARTIN MARIETTA MATLS INC COM 573284106   7,367 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362   10,301 232 SH   SOLE Pacific Capital Wealth Advisors 0 0 232
FIRST FINL BANKSHARES INC COM 32020R109   2,592 79 SH   SOLE Pacific Capital Wealth Advisors 0 0 79
PAYCOM SOFTWARE INC COM 70432V102   3,781 19 SH   SOLE Pacific Capital Wealth Advisors 0 0 19
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   4,257 132 SH   SOLE Pacific Capital Wealth Advisors 0 0 132
PACCAR INC COM 693718108   2,726 22 SH   SOLE Pacific Capital Wealth Advisors 0 0 22
CONSOLIDATED EDISON INC COM 209115104   2,270 25 SH   SOLE Pacific Capital Wealth Advisors 0 0 25
RLI CORP COM 749607107   3,415 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   132,896 1,719 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,719
ILLINOIS TOOL WKS INC COM 452308109   8,587 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
SEMPRA COM 816851109   2,586 36 SH   SOLE Pacific Capital Wealth Advisors 0 0 36
SP PLUS CORP COM 78469C103   67,364 1,290 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,290
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   122 2 SH   SOLE Pacific Capital Wealth Advisors 0 0 2
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   17,677 51 SH   SOLE Pacific Capital Wealth Advisors 0 0 51
JOHNSON CTLS INTL PLC SHS G51502105   2,613 40 SH   SOLE Pacific Capital Wealth Advisors 0 0 40
MCKESSON CORP COM 58155Q103   9,663 18 SH   SOLE Pacific Capital Wealth Advisors 0 0 18
FORTREA HLDGS INC COMMON STOCK 34965K107   5,098 127 SH   SOLE Pacific Capital Wealth Advisors 0 0 127
SERVICENOW INC COM 81762P102   8,386 11 SH   SOLE Pacific Capital Wealth Advisors 0 0 11
CUMMINS INC COM 231021106   47,439 161 SH   SOLE Pacific Capital Wealth Advisors 0 0 161
AMERIPRISE FINL INC COM 03076C106   62,697 143 SH   SOLE Pacific Capital Wealth Advisors 0 0 143
LINDE PLC SHS G54950103   10,679 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
COSTCO WHSL CORP NEW COM 22160K105   1,250,015 1,706 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,706
SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763   44,198 775 SH   SOLE Pacific Capital Wealth Advisors 0 0 775
TOYOTA MOTOR CORP ADS 892331307   7,047 28 SH   SOLE Pacific Capital Wealth Advisors 0 0 28
EA SERIES TRUST STRIVE 500 ETF 02072L680   236,529 7,027 SH   SOLE Pacific Capital Wealth Advisors 0 0 7,027
TESLA INC COM 88160R101   594,754 3,383 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,383
BOEING CO COM 097023105   111,741 579 SH   SOLE Pacific Capital Wealth Advisors 0 0 579
SOUTHSTATE CORPORATION COM 840441109   3,656 43 SH   SOLE Pacific Capital Wealth Advisors 0 0 43
SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475   84,699 1,419 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,419
UNITEDHEALTH GROUP INC COM 91324P102   51,449 104 SH   SOLE Pacific Capital Wealth Advisors 0 0 104
NVIDIA CORPORATION COM 67066G104   183,423 203 SH   SOLE Pacific Capital Wealth Advisors 0 0 203
COLGATE PALMOLIVE CO COM 194162103   18,010 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
INVESCO QQQ TR UNIT SER 1 46090E103   18,825,263 42,398 SH   SOLE Pacific Capital Wealth Advisors 0 0 42,398
COCA COLA CO COM 191216100   34,567 565 SH   SOLE Pacific Capital Wealth Advisors 0 0 565
SOUTHERN CO COM 842587107   62,701 874 SH   SOLE Pacific Capital Wealth Advisors 0 0 874
ROYAL CARIBBEAN GROUP COM V7780T103   16,681 120 SH   SOLE Pacific Capital Wealth Advisors 0 0 120
MASCO CORP COM 574599106   1,735 22 SH   SOLE Pacific Capital Wealth Advisors 0 0 22
CARRIER GLOBAL CORPORATION COM 14448C104   45,225 778 SH   SOLE Pacific Capital Wealth Advisors 0 0 778
LCI INDS COM 50189K103   984 8 SH   SOLE Pacific Capital Wealth Advisors 0 0 8
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   75,663 1,790 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,790
UNILEVER PLC SPON ADR NEW 904767704   24,392 486 SH   SOLE Pacific Capital Wealth Advisors 0 0 486
APOLLO GLOBAL MGMT INC COM 03769M106   2,024 18 SH   SOLE Pacific Capital Wealth Advisors 0 0 18
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   253,276 5,506 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,506
VANGUARD INDEX FDS GROWTH ETF 922908736   398,239 1,157 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,157
MULLEN AUTOMOTIVE INC COM NEW 62526P406   5 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   8,806 128 SH   SOLE Pacific Capital Wealth Advisors 0 0 128
ISHARES BITCOIN TR SHS 46438F101   7,487 185 SH   SOLE Pacific Capital Wealth Advisors 0 0 185
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   4,675 457 SH   SOLE Pacific Capital Wealth Advisors 0 0 457
CHIPOTLE MEXICAN GRILL INC COM 169656105   203,474 70 SH   SOLE Pacific Capital Wealth Advisors 0 0 70
CBRE GROUP INC CL A 12504L109   5,445 56 SH   SOLE Pacific Capital Wealth Advisors 0 0 56
HUNTINGTON BANCSHARES INC COM 446150104   1,786 128 SH   SOLE Pacific Capital Wealth Advisors 0 0 128
KELLANOVA COM 487836108   1,719 30 SH   SOLE Pacific Capital Wealth Advisors 0 0 30
WISDOMTREE TR EM EX ST-OWNED 97717X578   6,835 232 SH   SOLE Pacific Capital Wealth Advisors 0 0 232
ISHARES TR EAFE SML CP ETF 464288273   51,297 810 SH   SOLE Pacific Capital Wealth Advisors 0 0 810
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   145,175 795 SH   SOLE Pacific Capital Wealth Advisors 0 0 795
VISA INC COM CL A 92826C839   792,866 2,841 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,841
PAYCHEX INC COM 704326107   49,611 404 SH   SOLE Pacific Capital Wealth Advisors 0 0 404
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,937 97 SH   SOLE Pacific Capital Wealth Advisors 0 0 97
UNIFIRST CORP MASS COM 904708104   3,295 19 SH   SOLE Pacific Capital Wealth Advisors 0 0 19
TEXAS INSTRS INC COM 882508104   31,880 183 SH   SOLE Pacific Capital Wealth Advisors 0 0 183
CROWN CASTLE INC COM 22822V101   2,117 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   20,733,908 239,754 SH   SOLE Pacific Capital Wealth Advisors 0 0 239,754
CITIGROUP INC COM NEW 172967424   8,727 138 SH   SOLE Pacific Capital Wealth Advisors 0 0 138
ORACLE CORP COM 68389X105   2,261 18 SH   SOLE Pacific Capital Wealth Advisors 0 0 18
ZOETIS INC CL A 98978V103   5,922 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
PFIZER INC COM 717081103   9,740 351 SH   SOLE Pacific Capital Wealth Advisors 0 0 351
ISHARES TR 20 YR TR BD ETF 464287432   3,690 39 SH   SOLE Pacific Capital Wealth Advisors 0 0 39
RELX PLC SPONSORED ADR 759530108   3,203 74 SH   SOLE Pacific Capital Wealth Advisors 0 0 74
ISHARES TR 0-5 YR TIPS ETF 46429B747   125,573 1,263 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,263
ISHARES TR CALIF MUN BD ETF 464288356   2,106,739 36,613 SH   SOLE Pacific Capital Wealth Advisors 0 0 36,613
OATLY GROUP AB SPONSORED ADS 67421J108   904 800 SH   SOLE Pacific Capital Wealth Advisors 0 0 800
ING GROEP N.V. SPONSORED ADR 456837103   3,183 193 SH   SOLE Pacific Capital Wealth Advisors 0 0 193
VANGUARD INDEX FDS VALUE ETF 922908744   63,515 390 SH   SOLE Pacific Capital Wealth Advisors 0 0 390
BECTON DICKINSON & CO COM 075887109   4,949 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
MASTERCARD INCORPORATED CL A 57636Q104   216,225 449 SH   SOLE Pacific Capital Wealth Advisors 0 0 449
BCE INC COM NEW 05534B760   1,665 49 SH   SOLE Pacific Capital Wealth Advisors 0 0 49
CELULARITY INC CL A NEW 151190204   262 50 SH   SOLE Pacific Capital Wealth Advisors 0 0 50
FISERV INC COM 337738108   2,237 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   63,842 1,515 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,515
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,648,386 15,637 SH   SOLE Pacific Capital Wealth Advisors 0 0 15,637
EVERSOURCE ENERGY COM 30040W108   1,853 31 SH   SOLE Pacific Capital Wealth Advisors 0 0 31
PIMCO ETF TR ACTIVE BD ETF 72201R775   49,237 536 SH   SOLE Pacific Capital Wealth Advisors 0 0 536
SALESFORCE INC COM 79466L302   6,325 21 SH   SOLE Pacific Capital Wealth Advisors 0 0 21
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   367,810 2,477 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,477
LESLIES INC COM 527064109   2,958 455 SH   SOLE Pacific Capital Wealth Advisors 0 0 455
EATON CORP PLC SHS G29183103   18,135 58 SH   SOLE Pacific Capital Wealth Advisors 0 0 58
DISNEY WALT CO COM 254687106   142,672 1,166 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,166
MARRIOTT INTL INC NEW CL A 571903202   2,775 11 SH   SOLE Pacific Capital Wealth Advisors 0 0 11
GENTEX CORP COM 371901109   5,454 151 SH   SOLE Pacific Capital Wealth Advisors 0 0 151
SCHWAB STRATEGIC TR US REIT ETF 808524847   2,201,474 108,447 SH   SOLE Pacific Capital Wealth Advisors 0 0 108,447
PNC FINL SVCS GROUP INC COM 693475105   2,262 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
NCR VOYIX CORPORATION COM 62886E108   2,147 170 SH   SOLE Pacific Capital Wealth Advisors 0 0 170
TOOTSIE ROLL INDS INC COM 890516107   32 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   3,142 103 SH   SOLE Pacific Capital Wealth Advisors 0 0 103
CORTEVA INC COM 22052L104   11,995 208 SH   SOLE Pacific Capital Wealth Advisors 0 0 208
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538   2,358 10 SH   SOLE Pacific Capital Wealth Advisors 0 0 10
SPDR SER TR S&P DIVID ETF 78464A763   12,730 97 SH   SOLE Pacific Capital Wealth Advisors 0 0 97
SL GREEN RLTY CORP COM 78440X887   1,599 29 SH   SOLE Pacific Capital Wealth Advisors 0 0 29
ALBANY INTL CORP CL A 012348108   2,805 30 SH   SOLE Pacific Capital Wealth Advisors 0 0 30
ISHARES TR MODERT ALLOC ETF 464289875   21,478 502 SH   SOLE Pacific Capital Wealth Advisors 0 0 502
ISHARES SILVER TR ISHARES 46428Q109   5,210 229 SH   SOLE Pacific Capital Wealth Advisors 0 0 229
ENI S P A SPONSORED ADR 26874R108   3,045 96 SH   SOLE Pacific Capital Wealth Advisors 0 0 96
TRACTOR SUPPLY CO COM 892356106   274 1 SH   SOLE Pacific Capital Wealth Advisors 0 0 1
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   15,416,800 167,939 SH   SOLE Pacific Capital Wealth Advisors 0 0 167,939
PHILLIPS 66 COM 718546104   7,677 47 SH   SOLE Pacific Capital Wealth Advisors 0 0 47
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   5,738,005 147,053 SH   SOLE Pacific Capital Wealth Advisors 0 0 147,053
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,565 35 SH   SOLE Pacific Capital Wealth Advisors 0 0 35
ARMSTRONG WORLD INDS INC NEW COM 04247X102   4,720 38 SH   SOLE Pacific Capital Wealth Advisors 0 0 38
DIAGEO PLC SPON ADR NEW 25243Q205   9,668 65 SH   SOLE Pacific Capital Wealth Advisors 0 0 65
VANGUARD INDEX FDS SML CP GRW ETF 922908595   3,650 14 SH   SOLE Pacific Capital Wealth Advisors 0 0 14
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103   89 6 SH   SOLE Pacific Capital Wealth Advisors 0 0 6
EBAY INC. COM 278642103   2,692 51 SH   SOLE Pacific Capital Wealth Advisors 0 0 51
ABBVIE INC COM 00287Y109   5,281 29 SH   SOLE Pacific Capital Wealth Advisors 0 0 29
SLM CORP COM 78442P106   6,188 284 SH   SOLE Pacific Capital Wealth Advisors 0 0 284
ASTRAZENECA PLC SPONSORED ADR 046353108   4,743 70 SH   SOLE Pacific Capital Wealth Advisors 0 0 70
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,906 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
ISHARES TR SHRT NAT MUN ETF 464288158   67,865 648 SH   SOLE Pacific Capital Wealth Advisors 0 0 648
FORD MTR CO DEL COM 345370860   25,086 1,889 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,889
EMBECTA CORP COMMON STOCK 29082K105   305 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
BANK AMERICA CORP COM 060505104   119,751 3,158 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,158
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   5,085 79 SH   SOLE Pacific Capital Wealth Advisors 0 0 79
CNX RES CORP COM 12653C108   546 23 SH   SOLE Pacific Capital Wealth Advisors 0 0 23
ROPER TECHNOLOGIES INC COM 776696106   6,730 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
ISHARES TR GRWT ALLOCAT ETF 464289867   1,357,656 24,388 SH   SOLE Pacific Capital Wealth Advisors 0 0 24,388
VANGUARD INDEX FDS SM CP VAL ETF 922908611   32,044 167 SH   SOLE Pacific Capital Wealth Advisors 0 0 167
AON PLC SHS CL A G0403H108   6,007 18 SH   SOLE Pacific Capital Wealth Advisors 0 0 18
UNITED RENTALS INC COM 911363109   3,606 5 SH   SOLE Pacific Capital Wealth Advisors 0 0 5
CME GROUP INC COM 12572Q105   4,521 21 SH   SOLE Pacific Capital Wealth Advisors 0 0 21
JOHNSON & JOHNSON COM 478160104   67,073 424 SH   SOLE Pacific Capital Wealth Advisors 0 0 424
CONOCOPHILLIPS COM 20825C104   11,964 94 SH   SOLE Pacific Capital Wealth Advisors 0 0 94
TAPESTRY INC COM 876030107   5,508 116 SH   SOLE Pacific Capital Wealth Advisors 0 0 116
DOLLAR GEN CORP NEW COM 256677105   3,745 24 SH   SOLE Pacific Capital Wealth Advisors 0 0 24
MELCO RESORTS AND ENTMNT LTD ADR 585464100   361 50 SH   SOLE Pacific Capital Wealth Advisors 0 0 50
DUPONT DE NEMOURS INC COM 26614N102   10,810 141 SH   SOLE Pacific Capital Wealth Advisors 0 0 141
VULCAN MATLS CO COM 929160109   29,196 107 SH   SOLE Pacific Capital Wealth Advisors 0 0 107
DELL TECHNOLOGIES INC CL C 24703L202   3,652 32 SH   SOLE Pacific Capital Wealth Advisors 0 0 32
SANOFI SPONSORED ADR 80105N105   7,727 159 SH   SOLE Pacific Capital Wealth Advisors 0 0 159
CHEESECAKE FACTORY INC COM 163072101   3,470 96 SH   SOLE Pacific Capital Wealth Advisors 0 0 96
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   19,637 712 SH   SOLE Pacific Capital Wealth Advisors 0 0 712
UNITED PARCEL SERVICE INC CL B 911312106   149,670 1,007 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,007
AKAMAI TECHNOLOGIES INC COM 00971T101   1,740 16 SH   SOLE Pacific Capital Wealth Advisors 0 0 16
AG MTG INVT TR INC COM NEW 001228501   612 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
RESIDEO TECHNOLOGIES INC COM 76118Y104   4,820 215 SH   SOLE Pacific Capital Wealth Advisors 0 0 215
PEPSICO INC COM 713448108   45,853 262 SH   SOLE Pacific Capital Wealth Advisors 0 0 262
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   18,240 311 SH   SOLE Pacific Capital Wealth Advisors 0 0 311
EA SERIES TRUST STRIVE US ENERGY 02072L722   6,262 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
AIR PRODS & CHEMS INC COM 009158106   2,665 11 SH   SOLE Pacific Capital Wealth Advisors 0 0 11
WATSCO INC COM 942622200   7,775 18 SH   SOLE Pacific Capital Wealth Advisors 0 0 18
ARISTA NETWORKS INC COM 040413106   7,539 26 SH   SOLE Pacific Capital Wealth Advisors 0 0 26
DARDEN RESTAURANTS INC COM 237194105   7,020 42 SH   SOLE Pacific Capital Wealth Advisors 0 0 42
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   3,743 172 SH   SOLE Pacific Capital Wealth Advisors 0 0 172
ALLSTATE CORP COM 020002101   74,567 431 SH   SOLE Pacific Capital Wealth Advisors 0 0 431
TRINITY INDS INC COM 896522109   6,433 231 SH   SOLE Pacific Capital Wealth Advisors 0 0 231
ISHARES TR RUSSELL 2000 ETF 464287655   7,959,676 37,849 SH   SOLE Pacific Capital Wealth Advisors 0 0 37,849
PROLOGIS INC. COM 74340W103   12,762 98 SH   SOLE Pacific Capital Wealth Advisors 0 0 98
PROCTER AND GAMBLE CO COM 742718109   44,132 272 SH   SOLE Pacific Capital Wealth Advisors 0 0 272
EASTMAN CHEM CO COM 277432100   902 9 SH   SOLE Pacific Capital Wealth Advisors 0 0 9
MATCH GROUP INC NEW COM 57667L107   1,927,375 53,125 SH   SOLE Pacific Capital Wealth Advisors 0 0 53,125
FACTSET RESH SYS INC COM 303075105   3,635 8 SH   SOLE Pacific Capital Wealth Advisors 0 0 8
ISHARES TR RUS 1000 VAL ETF 464287598   135,353 756 SH   SOLE Pacific Capital Wealth Advisors 0 0 756
SPDR GOLD TR GOLD SHS 78463V107   64,596 314 SH   SOLE Pacific Capital Wealth Advisors 0 0 314
THERMO FISHER SCIENTIFIC INC COM 883556102   56,377 97 SH   SOLE Pacific Capital Wealth Advisors 0 0 97
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   40,342,325 555,450 SH   SOLE Pacific Capital Wealth Advisors 0 0 555,450
ISHARES TR RUS 2000 VAL ETF 464287630   7,782 49 SH   SOLE Pacific Capital Wealth Advisors 0 0 49
KRAFT HEINZ CO COM 500754106   886 24 SH   SOLE Pacific Capital Wealth Advisors 0 0 24
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102   1,491,454 24,430 SH   SOLE Pacific Capital Wealth Advisors 0 0 24,430
INTUIT COM 461202103   188,500 290 SH   SOLE Pacific Capital Wealth Advisors 0 0 290
NASDAQ INC COM 631103108   3,534 56 SH   SOLE Pacific Capital Wealth Advisors 0 0 56
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   1,458,573 19,197 SH   SOLE Pacific Capital Wealth Advisors 0 0 19,197
AUTOMATIC DATA PROCESSING IN COM 053015103   112,383 450 SH   SOLE Pacific Capital Wealth Advisors 0 0 450
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100   3,912 356 SH   SOLE Pacific Capital Wealth Advisors 0 0 356
EDISON INTL COM 281020107   7,073 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
SYNOPSYS INC COM 871607107   9,144 16 SH   SOLE Pacific Capital Wealth Advisors 0 0 16
23ANDME HOLDING CO CLASS A COM 90138Q108   4,476 8,413 SH   SOLE Pacific Capital Wealth Advisors 0 0 8,413
BOSTON SCIENTIFIC CORP COM 101137107   6,575 96 SH   SOLE Pacific Capital Wealth Advisors 0 0 96
MARATHON OIL CORP COM 565849106   2,040 72 SH   SOLE Pacific Capital Wealth Advisors 0 0 72
NORFOLK SOUTHN CORP COM 655844108   4,333 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
AVALONBAY CMNTYS INC COM 053484101   10,206 55 SH   SOLE Pacific Capital Wealth Advisors 0 0 55
OTIS WORLDWIDE CORP COM 68902V107   38,616 389 SH   SOLE Pacific Capital Wealth Advisors 0 0 389
EXELON CORP COM 30161N101   23,181 617 SH   SOLE Pacific Capital Wealth Advisors 0 0 617
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   7,933,762 127,840 SH   SOLE Pacific Capital Wealth Advisors 0 0 127,840
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808   3,792,967 58,897 SH   SOLE Pacific Capital Wealth Advisors 0 0 58,897
ORION OFFICE REIT INC COM 68629Y103   98 28 SH   SOLE Pacific Capital Wealth Advisors 0 0 28
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   4,005 109 SH   SOLE Pacific Capital Wealth Advisors 0 0 109
EQUINOR ASA SPONSORED ADR 29446M102   919 34 SH   SOLE Pacific Capital Wealth Advisors 0 0 34
ABBOTT LABS COM 002824100   127,868 1,125 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,125
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   135,025 914 SH   SOLE Pacific Capital Wealth Advisors 0 0 914
INTUITIVE SURGICAL INC COM NEW 46120E602   6,785 17 SH   SOLE Pacific Capital Wealth Advisors 0 0 17
COMCAST CORP NEW CL A 20030N101   6,893 159 SH   SOLE Pacific Capital Wealth Advisors 0 0 159
ALPS ETF TR ALERIAN MLP 00162Q452   20,455 431 SH   SOLE Pacific Capital Wealth Advisors 0 0 431
META PLATFORMS INC CL A 30303M102   533,167 1,098 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,098
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   18,341 1,675 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,675
GAMESTOP CORP NEW CL A 36467W109   2,504 200 SH   SOLE Pacific Capital Wealth Advisors 0 0 200
DICKS SPORTING GOODS INC COM 253393102   2,923 13 SH   SOLE Pacific Capital Wealth Advisors 0 0 13
CHENIERE ENERGY INC COM NEW 16411R208   1,129 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,823 6 SH   SOLE Pacific Capital Wealth Advisors 0 0 6
CVS HEALTH CORP COM 126650100   140,270 1,759 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,759
RADIAN GROUP INC COM 750236101   5,054 151 SH   SOLE Pacific Capital Wealth Advisors 0 0 151
XPENG INC ADS 98422D105   768 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
ADVANCED MICRO DEVICES INC COM 007903107   27,074 150 SH   SOLE Pacific Capital Wealth Advisors 0 0 150
GENERAL MLS INC COM 370334104   59,754 854 SH   SOLE Pacific Capital Wealth Advisors 0 0 854
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   10,055,532 131,686 SH   SOLE Pacific Capital Wealth Advisors 0 0 131,686
THE CIGNA GROUP COM 125523100   9,806 27 SH   SOLE Pacific Capital Wealth Advisors 0 0 27
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,224 77 SH   SOLE Pacific Capital Wealth Advisors 0 0 77
NEXTERA ENERGY INC COM 65339F101   4,346 68 SH   SOLE Pacific Capital Wealth Advisors 0 0 68
ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101   85,050 5,000 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,000
LUMINAR TECHNOLOGIES INC COM CL A 550424105   99 50 SH   SOLE Pacific Capital Wealth Advisors 0 0 50
SUNCOR ENERGY INC NEW COM 867224107   2,362 64 SH   SOLE Pacific Capital Wealth Advisors 0 0 64
THE TRADE DESK INC COM CL A 88339J105   5,420 62 SH   SOLE Pacific Capital Wealth Advisors 0 0 62
ADOBE INC COM 00724F101   22,202 44 SH   SOLE Pacific Capital Wealth Advisors 0 0 44
SELECT SECTOR SPDR TR ENERGY 81369Y506   20,015 212 SH   SOLE Pacific Capital Wealth Advisors 0 0 212
FIFTH THIRD BANCORP COM 316773100   4,019 108 SH   SOLE Pacific Capital Wealth Advisors 0 0 108
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   22,376 446 SH   SOLE Pacific Capital Wealth Advisors 0 0 446
GALLAGHER ARTHUR J & CO COM 363576109   5,501 22 SH   SOLE Pacific Capital Wealth Advisors 0 0 22
SUN LIFE FINANCIAL INC. COM 866796105   2,947 54 SH   SOLE Pacific Capital Wealth Advisors 0 0 54
NATIONAL BEVERAGE CORP COM 635017106   3,322 70 SH   SOLE Pacific Capital Wealth Advisors 0 0 70
CDW CORP COM 12514G108   2,046 8 SH   SOLE Pacific Capital Wealth Advisors 0 0 8
DIGITAL RLTY TR INC COM 253868103   576 4 SH   SOLE Pacific Capital Wealth Advisors 0 0 4
ALPHABET INC CAP STK CL A 02079K305   114,199 757 SH   SOLE Pacific Capital Wealth Advisors 0 0 757
LANDSTAR SYS INC COM 515098101   4,241 22 SH   SOLE Pacific Capital Wealth Advisors 0 0 22
UNISYS CORP COM NEW 909214306   137 28 SH   SOLE Pacific Capital Wealth Advisors 0 0 28
JACOBS SOLUTIONS INC COM 46982L108   8,455 55 SH   SOLE Pacific Capital Wealth Advisors 0 0 55
NATWEST GROUP PLC SPONS ADR 639057207   2,115 311 SH   SOLE Pacific Capital Wealth Advisors 0 0 311
STATE STR CORP COM 857477103   2,242 29 SH   SOLE Pacific Capital Wealth Advisors 0 0 29
DIAMONDBACK ENERGY INC COM 25278X109   3,963 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
ISHARES TR RUS 1000 ETF 464287622   5,539,969 19,234 SH   SOLE Pacific Capital Wealth Advisors 0 0 19,234
PALATIN TECHNOLOGIES INC COM NEW 696077502   19 10 SH   SOLE Pacific Capital Wealth Advisors 0 0 10
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718   69,637 596 SH   SOLE Pacific Capital Wealth Advisors 0 0 596
PROSHARES TR II ULTRA VIX SHORT 74347Y771   3,211 508 SH   SOLE Pacific Capital Wealth Advisors 0 0 508
DANAHER CORPORATION COM 235851102   14,983 60 SH   SOLE Pacific Capital Wealth Advisors 0 0 60
QUALCOMM INC COM 747525103   5,248 31 SH   SOLE Pacific Capital Wealth Advisors 0 0 31
ALCON AG ORD SHS H01301128   3,748 45 SH   SOLE Pacific Capital Wealth Advisors 0 0 45
SPDR S&P 500 ETF TR TR UNIT 78462F103   112,643,112 215,350 SH   SOLE Pacific Capital Wealth Advisors 0 0 215,350
ISHARES INC EM MKT SM-CP ETF 464286475   12,359 210 SH   SOLE Pacific Capital Wealth Advisors 0 0 210
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   74,583 1,259 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,259
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   93,474 235 SH   SOLE Pacific Capital Wealth Advisors 0 0 235
BAIDU INC SPON ADR REP A 056752108   42,744 406 SH   SOLE Pacific Capital Wealth Advisors 0 0 406
WD 40 CO COM 929236107   3,800 15 SH   SOLE Pacific Capital Wealth Advisors 0 0 15
SNAP ON INC COM 833034101   55,986 189 SH   SOLE Pacific Capital Wealth Advisors 0 0 189
ISHARES TR EAFE VALUE ETF 464288877   4,624 85 SH   SOLE Pacific Capital Wealth Advisors 0 0 85
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   1,851 208 SH   SOLE Pacific Capital Wealth Advisors 0 0 208
WELLS FARGO CO NEW COM 949746101   134,177 2,315 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,315
LOCKHEED MARTIN CORP COM 539830109   68,685 151 SH   SOLE Pacific Capital Wealth Advisors 0 0 151
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   665,907 12,103 SH   SOLE Pacific Capital Wealth Advisors 0 0 12,103
TARGET CORP COM 87612E106   52,986 299 SH   SOLE Pacific Capital Wealth Advisors 0 0 299
BORGWARNER INC COM 099724106   1,772 51 SH   SOLE Pacific Capital Wealth Advisors 0 0 51
COLUMBIA SPORTSWEAR CO COM 198516106   2,192 27 SH   SOLE Pacific Capital Wealth Advisors 0 0 27
BUMBLE INC COM CL A 12047B105   57 5 SH   SOLE Pacific Capital Wealth Advisors 0 0 5
UNION PAC CORP COM 907818108   15,248 62 SH   SOLE Pacific Capital Wealth Advisors 0 0 62
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771   180,875 2,684 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,684
EA SERIES TRUST STRIVE 1000 VALU 02072L599   59,467 2,050 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,050
UBS GROUP AG SHS H42097107   5,130 167 SH   SOLE Pacific Capital Wealth Advisors 0 0 167
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827   1,175,164 15,328 SH   SOLE Pacific Capital Wealth Advisors 0 0 15,328
NOVARTIS AG SPONSORED ADR 66987V109   6,094 63 SH   SOLE Pacific Capital Wealth Advisors 0 0 63
APPLE INC COM 037833100   5,844,206 34,081 SH   SOLE Pacific Capital Wealth Advisors 0 0 34,081
INTERNATIONAL PAPER CO COM 460146103   1,600 41 SH   SOLE Pacific Capital Wealth Advisors 0 0 41
ASGN INC COM 00191U102   5,971 57 SH   SOLE Pacific Capital Wealth Advisors 0 0 57
DIREXION SHS ETF TR 20YR TRES BEAR 25460G849   48,627 1,452 SH   SOLE Pacific Capital Wealth Advisors 0 0 1,452
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   11,973 250 SH   SOLE Pacific Capital Wealth Advisors 0 0 250
HENRY JACK & ASSOC INC COM 426281101   2,085 12 SH   SOLE Pacific Capital Wealth Advisors 0 0 12
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   163,919 341 SH   SOLE Pacific Capital Wealth Advisors 0 0 341
ISHARES TR CORE MSCI EAFE 46432F842   36,735,117 494,949 SH   SOLE Pacific Capital Wealth Advisors 0 0 494,949
CAPITAL ONE FINL CORP COM 14040H105   128,194 861 SH   SOLE Pacific Capital Wealth Advisors 0 0 861
ROSS STORES INC COM 778296103   11,594 79 SH   SOLE Pacific Capital Wealth Advisors 0 0 79
CENTENE CORP DEL COM 15135B101   6,200 79 SH   SOLE Pacific Capital Wealth Advisors 0 0 79
TEXTRON INC COM 883203101   3,837 40 SH   SOLE Pacific Capital Wealth Advisors 0 0 40
LOWES COS INC COM 548661107   42,795 168 SH   SOLE Pacific Capital Wealth Advisors 0 0 168
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512   51,294 329 SH   SOLE Pacific Capital Wealth Advisors 0 0 329
VERALTO CORP COM SHS 92338C103   1,773 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
CONSTELLATION ENERGY CORP COM 21037T109   37,894 205 SH   SOLE Pacific Capital Wealth Advisors 0 0 205
VANGUARD WORLD FD HEALTH CAR ETF 92204A504   1,445,118 5,342 SH   SOLE Pacific Capital Wealth Advisors 0 0 5,342
FEDEX CORP COM 31428X106   2,897 10 SH   SOLE Pacific Capital Wealth Advisors 0 0 10
AMERICAN WTR WKS CO INC NEW COM 030420103   390,217 3,193 SH   SOLE Pacific Capital Wealth Advisors 0 0 3,193
CATERPILLAR INC COM 149123101   2,565 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
XCEL ENERGY INC COM 98389B100   21,876 407 SH   SOLE Pacific Capital Wealth Advisors 0 0 407
MR COOPER GROUP INC COM 62482R107   546 7 SH   SOLE Pacific Capital Wealth Advisors 0 0 7
SOUTHWEST AIRLS CO COM 844741108   20,024 686 SH   SOLE Pacific Capital Wealth Advisors 0 0 686
SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749   488,105 11,399 SH   SOLE Pacific Capital Wealth Advisors 0 0 11,399
ISHARES TR CORE S&P MCP ETF 464287507   15,185 250 SH   SOLE Pacific Capital Wealth Advisors 0 0 250
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   4,082 42 SH   SOLE Pacific Capital Wealth Advisors 0 0 42
CAMPING WORLD HLDGS INC CL A 13462K109   2,785 100 SH   SOLE Pacific Capital Wealth Advisors 0 0 100
CANADIAN NATL RY CO COM 136375102   2,634 20 SH   SOLE Pacific Capital Wealth Advisors 0 0 20
GLOBAL PMTS INC COM 37940X102   6,549 49 SH   SOLE Pacific Capital Wealth Advisors 0 0 49
LUCID GROUP INC COM 549498103   308 108 SH   SOLE Pacific Capital Wealth Advisors 0 0 108
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   2,525 166 SH   SOLE Pacific Capital Wealth Advisors 0 0 166
AT&T INC COM 00206R102   9,240 525 SH   SOLE Pacific Capital Wealth Advisors 0 0 525
INTERNATIONAL BUSINESS MACHS COM 459200101   167,663 878 SH   SOLE Pacific Capital Wealth Advisors 0 0 878
ISHARES TR MSCI EAFE ETF 464287465   168,345 2,108 SH   SOLE Pacific Capital Wealth Advisors 0 0 2,108
ISHARES TR U.S. MED DVC ETF 464288810   17,225 294 SH   SOLE Pacific Capital Wealth Advisors 0 0 294
OREILLY AUTOMOTIVE INC COM 67103H107   6,773 6 SH   SOLE Pacific Capital Wealth Advisors 0 0 6
REALTY INCOME CORP COM 756109104   15,581 288 SH   SOLE Pacific Capital Wealth Advisors 0 0 288