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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 10,300 74,528 SH   SOLE   0 0 74,528
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7,268 124,212 SH   SOLE   0 0 124,212
ISHARES TR CORE S&P500 ETF 464287200 3,867 10,782 SH   SOLE   0 0 10,782
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3,827 68,573 SH   SOLE   0 0 68,573
AMAZON COM INC COM 023135106 3,534 31,277 SH   SOLE   0 0 31,277
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,313 87,640 SH   SOLE   0 0 87,640
VANGUARD INDEX FDS VALUE ETF 922908744 2,697 21,840 SH   SOLE   0 0 21,840
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2,455 57,973 SH   SOLE   0 0 57,973
ISHARES TR RUSSELL 2000 ETF 464287655 1,963 11,900 SH   SOLE   0 0 11,900
HOME DEPOT INC COM 437076102 1,935 7,012 SH   SOLE   0 0 7,012
SPRINKLR INC CL A 85208T107 1,910 207,211 SH   SOLE   0 0 207,211
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,876 5,253 SH   SOLE   0 0 5,253
ISHARES TR RUS 1000 GRW ETF 464287614 1,871 8,892 SH   SOLE   0 0 8,892
MICROSOFT CORP COM 594918104 1,825 7,837 SH   SOLE   0 0 7,837
ROPER TECHNOLOGIES INC COM 776696106 1,610 4,478 SH   SOLE   0 0 4,478
VISA INC COM CL A 92826C839 1,494 8,412 SH   SOLE   0 0 8,412
JOHNSON & JOHNSON COM 478160104 1,425 8,724 SH   SOLE   0 0 8,724
ISHARES TR RUS 1000 ETF 464287622 1,422 7,205 SH   SOLE   0 0 7,205
ALPHABET INC CAP STK CL C 02079K107 1,315 13,681 SH   SOLE   0 0 13,681
NVIDIA CORPORATION COM 67066G104 1,292 10,646 SH   SOLE   0 0 10,646
ALPHABET INC CAP STK CL A 02079K305 1,288 13,469 SH   SOLE   0 0 13,469
VEEVA SYS INC CL A COM 922475108 1,259 7,637 SH   SOLE   0 0 7,637
THE TRADE DESK INC COM CL A 88339J105 1,234 20,660 SH   SOLE   0 0 20,660
JPMORGAN CHASE & CO COM 46625H100 1,201 11,494 SH   SOLE   0 0 11,494
META PLATFORMS INC CL A 30303M102 1,061 7,821 SH   SOLE   0 0 7,821
ULTA BEAUTY INC COM 90384S303 924 2,302 SH   SOLE   0 0 2,302
ISHARES TR RUS MID CAP ETF 464287499 893 14,368 SH   SOLE   0 0 14,368
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 845 3,166 SH   SOLE   0 0 3,166
UNITED PARCEL SERVICE INC CL B 911312106 835 5,169 SH   SOLE   0 0 5,169
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 793 8,360 SH   SOLE   0 0 8,360
SALESFORCE INC COM 79466L302 782 5,437 SH   SOLE   0 0 5,437
EDWARDS LIFESCIENCES CORP COM 28176E108 757 9,161 SH   SOLE   0 0 9,161
DISNEY WALT CO COM 254687106 741 7,851 SH   SOLE   0 0 7,851
STARBUCKS CORP COM 855244109 732 8,686 SH   SOLE   0 0 8,686
INTUITIVE SURGICAL INC COM NEW 46120E602 667 3,561 SH   SOLE   0 0 3,561
QUALCOMM INC COM 747525103 621 5,499 SH   SOLE   0 0 5,499
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 601 4,725 SH   SOLE   0 0 4,725
SOUTHERN CO COM 842587107 575 8,463 SH   SOLE   0 0 8,463
TESLA INC COM 88160R101 551 2,077 SH   SOLE   0 0 2,077
NOVARTIS AG SPONSORED ADR 66987V109 515 6,776 SH   SOLE   0 0 6,776
ORACLE CORP COM 68389X105 509 8,340 SH   SOLE   0 0 8,340
BOEING CO COM 097023105 502 4,146 SH   SOLE   0 0 4,146
MONSTER BEVERAGE CORP NEW COM 61174X109 496 5,708 SH   SOLE   0 0 5,708
AUTODESK INC COM 052769106 478 2,559 SH   SOLE   0 0 2,559
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 464 5,793 SH   SOLE   0 0 5,793
VERTEX PHARMACEUTICALS INC COM 92532F100 459 1,584 SH   SOLE   0 0 1,584
PFIZER INC COM 717081103 449 10,266 SH   SOLE   0 0 10,266
WORKDAY INC CL A 98138H101 441 2,897 SH   SOLE   0 0 2,897
REGENERON PHARMACEUTICALS COM 75886F107 439 638 SH   SOLE   0 0 638
VANGUARD INDEX FDS MID CAP ETF 922908629 423 2,251 SH   SOLE   0 0 2,251
CONOCOPHILLIPS COM 20825C104 414 4,046 SH   SOLE   0 0 4,046
FORTINET INC COM 34959E109 412 8,385 SH   SOLE   0 0 8,385
NETFLIX INC COM 64110L106 407 1,727 SH   SOLE   0 0 1,727
COSTCO WHSL CORP NEW COM 22160K105 406 860 SH   SOLE   0 0 860
ILLUMINA INC COM 452327109 393 2,060 SH   SOLE   0 0 2,060
SERVICENOW INC COM 81762P102 390 1,033 SH   SOLE   0 0 1,033
VANGUARD STAR FDS VG TL INTL STK F 921909768 377 8,232 SH   SOLE   0 0 8,232
EXXON MOBIL CORP COM 30231G102 375 4,292 SH   SOLE   0 0 4,292
DEERE & CO COM 244199105 373 1,117 SH   SOLE   0 0 1,117
LULULEMON ATHLETICA INC COM 550021109 366 1,308 SH   SOLE   0 0 1,308
ABBOTT LABS COM 002824100 359 3,714 SH   SOLE   0 0 3,714
PAYPAL HLDGS INC COM 70450Y103 346 4,020 SH   SOLE   0 0 4,020
NEXTERA ENERGY INC COM 65339F101 344 4,381 SH   SOLE   0 0 4,381
MERCK & CO INC COM 58933Y105 331 3,838 SH   SOLE   0 0 3,838
PHILIP MORRIS INTL INC COM 718172109 327 3,934 SH   SOLE   0 0 3,934
COMCAST CORP NEW CL A 20030N101 326 11,120 SH   SOLE   0 0 11,120
ISHARES TR CORE DIV GRWTH 46434V621 324 7,294 SH   SOLE   0 0 7,294
SOUTHSTATE CORPORATION COM 840441109 307 3,885 SH   SOLE   0 0 3,885
BK OF AMERICA CORP COM 060505104 305 10,097 SH   SOLE   0 0 10,097
PROCTER AND GAMBLE CO COM 742718109 303 2,398 SH   SOLE   0 0 2,398
LOWES COS INC COM 548661107 298 1,587 SH   SOLE   0 0 1,587
ABBVIE INC COM 00287Y109 298 2,218 SH   SOLE   0 0 2,218
CHUBB LIMITED COM H1467J104 287 1,578 SH   SOLE   0 0 1,578
TRUIST FINL CORP COM 89832Q109 285 6,546 SH   SOLE   0 0 6,546
MORGAN STANLEY COM NEW 617446448 285 3,609 SH   SOLE   0 0 3,609
BROADCOM INC COM 11135F101 270 609 SH   SOLE   0 0 609
INSULET CORP COM 45784P101 270 1,179 SH   SOLE   0 0 1,179
FACTSET RESH SYS INC COM 303075105 269 672 SH   SOLE   0 0 672
CHEVRON CORP NEW COM 166764100 246 1,716 SH   SOLE   0 0 1,716
MASTERCARD INCORPORATED CL A 57636Q104 244 857 SH   SOLE   0 0 857
UNITEDHEALTH GROUP INC COM 91324P102 237 469 SH   SOLE   0 0 469
AT&T INC COM 00206R102 233 15,216 SH   SOLE   0 0 15,216
NIO INC SPON ADS 62914V106 230 14,602 SH   SOLE   0 0 14,602
EXPEDITORS INTL WASH INC COM 302130109 226 2,564 SH   SOLE   0 0 2,564
MEDTRONIC PLC SHS G5960L103 224 2,770 SH   SOLE   0 0 2,770
ADOBE SYSTEMS INCORPORATED COM 00724F101 222 808 SH   SOLE   0 0 808
HUBSPOT INC COM 443573100 220 816 SH   SOLE   0 0 816
GOLDMAN SACHS GROUP INC COM 38141G104 216 737 SH   SOLE   0 0 737
ISHARES TR U.S. TECH ETF 464287721 210 2,868 SH   SOLE   0 0 2,868
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 208 634 SH   SOLE   0 0 634
RAYTHEON TECHNOLOGIES CORP COM 75513E101 208 2,545 SH   SOLE   0 0 2,545
GENUINE PARTS CO COM 372460105 207 1,386 SH   SOLE   0 0 1,386
ROKU INC COM CL A 77543R102 200 3,550 SH   SOLE   0 0 3,550