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
APPLE INC COM 037833100 11,385 83,274 SH   SOLE   0 0 83,274
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7,720 123,674 SH   SOLE   0 0 123,674
ISHARES TR CORE S&P500 ETF 464287200 4,126 10,883 SH   SOLE   0 0 10,883
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3,890 67,075 SH   SOLE   0 0 67,075
AMAZON COM INC COM 023135106 3,385 31,874 SH   SOLE   0 0 31,874
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,323 85,226 SH   SOLE   0 0 85,226
VANGUARD INDEX FDS VALUE ETF 922908744 2,860 21,689 SH   SOLE   0 0 21,689
SPRINKLR INC CL A 85208T107 2,651 262,211 SH   SOLE   0 0 262,211
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,566 57,461 SH   SOLE   0 0 57,461
HOME DEPOT INC COM 437076102 2,057 7,499 SH   SOLE   0 0 7,499
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,029 5,378 SH   SOLE   0 0 5,378
MICROSOFT CORP COM 594918104 2,024 7,880 SH   SOLE   0 0 7,880
ISHARES TR RUSSELL 2000 ETF 464287655 2,020 11,927 SH   SOLE   0 0 11,927
ISHARES TR RUS 1000 GRW ETF 464287614 1,998 9,136 SH   SOLE   0 0 9,136
VEEVA SYS INC CL A COM 922475108 1,811 9,144 SH   SOLE   0 0 9,144
ROPER TECHNOLOGIES INC COM 776696106 1,766 4,476 SH   SOLE   0 0 4,476
VISA INC COM CL A 92826C839 1,657 8,418 SH   SOLE   0 0 8,418
NVIDIA CORPORATION COM 67066G104 1,603 10,576 SH   SOLE   0 0 10,576
META PLATFORMS INC CL A 30303M102 1,593 9,879 SH   SOLE   0 0 9,879
JOHNSON & JOHNSON COM 478160104 1,538 8,662 SH   SOLE   0 0 8,662
ISHARES TR RUS 1000 ETF 464287622 1,508 7,258 SH   SOLE   0 0 7,258
ALPHABET INC CAP STK CL A 02079K305 1,478 678 SH   SOLE   0 0 678
ALPHABET INC CAP STK CL C 02079K107 1,472 673 SH   SOLE   0 0 673
JPMORGAN CHASE & CO COM 46625H100 1,291 11,464 SH   SOLE   0 0 11,464
THE TRADE DESK INC COM CL A 88339J105 1,285 30,687 SH   SOLE   0 0 30,687
EDWARDS LIFESCIENCES CORP COM 28176E108 1,156 12,154 SH   SOLE   0 0 12,154
UNITED PARCEL SERVICE INC CL B 911312106 945 5,178 SH   SOLE   0 0 5,178
ULTA BEAUTY INC COM 90384S303 938 2,433 SH   SOLE   0 0 2,433
ISHARES TR RUS MID CAP ETF 464287499 929 14,368 SH   SOLE   0 0 14,368
SALESFORCE INC COM 79466L302 903 5,472 SH   SOLE   0 0 5,472
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 865 3,168 SH   SOLE   0 0 3,168
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 844 8,296 SH   SOLE   0 0 8,296
DISNEY WALT CO COM 254687106 786 8,321 SH   SOLE   0 0 8,321
QUALCOMM INC COM 747525103 706 5,525 SH   SOLE   0 0 5,525
INTUITIVE SURGICAL INC COM NEW 46120E602 704 3,507 SH   SOLE   0 0 3,507
STARBUCKS CORP COM 855244109 662 8,672 SH   SOLE   0 0 8,672
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 631 6,363 SH   SOLE   0 0 6,363
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 629 4,689 SH   SOLE   0 0 4,689
SOUTHERN CO COM 842587107 627 8,786 SH   SOLE   0 0 8,786
ORACLE CORP COM 68389X105 583 8,344 SH   SOLE   0 0 8,344
NOVARTIS AG SPONSORED ADR 66987V109 573 6,778 SH   SOLE   0 0 6,778
BOEING CO COM 097023105 566 4,141 SH   SOLE   0 0 4,141
MONSTER BEVERAGE CORP NEW COM 61174X109 529 5,709 SH   SOLE   0 0 5,709
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 523 5,746 SH   SOLE   0 0 5,746
PFIZER INC COM 717081103 518 9,873 SH   SOLE   0 0 9,873
SERVICENOW INC COM 81762P102 490 1,031 SH   SOLE   0 0 1,031
WORKDAY INC CL A 98138H101 475 3,405 SH   SOLE   0 0 3,405
FORTINET INC COM 34959E109 474 8,386 SH   SOLE   0 0 8,386
TESLA INC COM 88160R101 474 704 SH   SOLE   0 0 704
VERTEX PHARMACEUTICALS INC COM 92532F100 459 1,628 SH   SOLE   0 0 1,628
VANGUARD INDEX FDS MID CAP ETF 922908629 441 2,241 SH   SOLE   0 0 2,241
AUTODESK INC COM 052769106 440 2,559 SH   SOLE   0 0 2,559
COMCAST CORP NEW CL A 20030N101 424 10,813 SH   SOLE   0 0 10,813
ABBOTT LABS COM 002824100 415 3,817 SH   SOLE   0 0 3,817
COSTCO WHSL CORP NEW COM 22160K105 412 860 SH   SOLE   0 0 860
SOUTHSTATE CORPORATION COM 840441109 405 5,245 SH   SOLE   0 0 5,245
VANGUARD STAR FDS VG TL INTL STK F 921909768 403 7,809 SH   SOLE   0 0 7,809
PHILIP MORRIS INTL INC COM 718172109 385 3,900 SH   SOLE   0 0 3,900
REGENERON PHARMACEUTICALS COM 75886F107 372 630 SH   SOLE   0 0 630
ILLUMINA INC COM 452327109 367 1,991 SH   SOLE   0 0 1,991
INSULET CORP COM 45784P101 366 1,679 SH   SOLE   0 0 1,679
EXXON MOBIL CORP COM 30231G102 362 4,222 SH   SOLE   0 0 4,222
CONOCOPHILLIPS COM 20825C104 358 3,991 SH   SOLE   0 0 3,991
LULULEMON ATHLETICA INC COM 550021109 357 1,308 SH   SOLE   0 0 1,308
PROCTER AND GAMBLE CO COM 742718109 349 2,430 SH   SOLE   0 0 2,430
ABBVIE INC COM 00287Y109 348 2,269 SH   SOLE   0 0 2,269
AT&T INC COM 00206R102 347 16,552 SH   SOLE   0 0 16,552
ISHARES TR CORE DIV GRWTH 46434V621 347 7,294 SH   SOLE   0 0 7,294
NEXTERA ENERGY INC COM 65339F101 338 4,364 SH   SOLE   0 0 4,364
DEERE & CO COM 244199105 331 1,104 SH   SOLE   0 0 1,104
MERCK & CO INC COM 58933Y105 327 3,589 SH   SOLE   0 0 3,589
BK OF AMERICA CORP COM 060505104 313 10,041 SH   SOLE   0 0 10,041
TRUIST FINL CORP COM 89832Q109 311 6,559 SH   SOLE   0 0 6,559
ADOBE SYSTEMS INCORPORATED COM 00724F101 297 811 SH   SOLE   0 0 811
BROADCOM INC COM 11135F101 295 606 SH   SOLE   0 0 606
ROKU INC COM CL A 77543R102 292 3,556 SH   SOLE   0 0 3,556
CHUBB LIMITED COM H1467J104 287 1,461 SH   SOLE   0 0 1,461
NETFLIX INC COM 64110L106 284 1,622 SH   SOLE   0 0 1,622
MASTERCARD INCORPORATED CL A 57636Q104 277 878 SH   SOLE   0 0 878
MORGAN STANLEY COM NEW 617446448 274 3,596 SH   SOLE   0 0 3,596
PAYPAL HLDGS INC COM 70450Y103 267 3,816 SH   SOLE   0 0 3,816
LOWES COS INC COM 548661107 265 1,516 SH   SOLE   0 0 1,516
NIO INC SPON ADS 62914V106 264 12,158 SH   SOLE   0 0 12,158
VERIZON COMMUNICATIONS INC COM 92343V104 262 5,163 SH   SOLE   0 0 5,163
FACTSET RESH SYS INC COM 303075105 258 672 SH   SOLE   0 0 672
EXPEDITORS INTL WASH INC COM 302130109 250 2,568 SH   SOLE   0 0 2,568
HUBSPOT INC COM 443573100 243 809 SH   SOLE   0 0 809
CHEVRON CORP NEW COM 166764100 243 1,679 SH   SOLE   0 0 1,679
RAYTHEON TECHNOLOGIES CORP COM 75513E101 243 2,525 SH   SOLE   0 0 2,525
UNITEDHEALTH GROUP INC COM 91324P102 240 468 SH   SOLE   0 0 468
ISHARES TR EAFE GRWTH ETF 464288885 234 2,907 SH   SOLE   0 0 2,907
ISHARES TR U.S. TECH ETF 464287721 229 2,868 SH   SOLE   0 0 2,868
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 221 1,943 SH   SOLE   0 0 1,943
MEDTRONIC PLC SHS G5960L103 219 2,435 SH   SOLE   0 0 2,435
GOLDMAN SACHS GROUP INC COM 38141G104 217 732 SH   SOLE   0 0 732
BCE INC COM NEW 05534B760 212 4,306 SH   SOLE   0 0 4,306
NOVO-NORDISK A S ADR 670100205 211 1,894 SH   SOLE   0 0 1,894
YUM BRANDS INC COM 988498101 207 1,821 SH   SOLE   0 0 1,821
SEI INVTS CO COM 784117103 206 3,808 SH   SOLE   0 0 3,808
GENERAL DYNAMICS CORP COM 369550108 206 929 SH   SOLE   0 0 929
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 205 591 SH   SOLE   0 0 591
ISHARES TR RUSSELL 3000 ETF 464287689 201 924 SH   SOLE   0 0 924