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
APPLE INC COM 037833100   9,433,450 72,604 SH   SOLE   0 0 72,604
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   8,835,078 133,824 SH   SOLE   0 0 133,824
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   4,642,625 83,561 SH   SOLE   0 0 83,561
ISHARES TR CORE S&P500 ETF 464287200   4,085,449 10,633 SH   SOLE   0 0 10,633
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   3,357,230 82,874 SH   SOLE   0 0 82,874
VANGUARD INDEX FDS VALUE ETF 922908744   3,148,739 22,432 SH   SOLE   0 0 22,432
ISHARES TR RUS 1000 GRW ETF 464287614   2,661,072 12,421 SH   SOLE   0 0 12,421
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,582,079 57,189 SH   SOLE   0 0 57,189
AMAZON COM INC COM 023135106   2,544,990 30,297 SH   SOLE   0 0 30,297
ISHARES TR RUSSELL 2000 ETF 464287655   2,297,531 13,177 SH   SOLE   0 0 13,177
HOME DEPOT INC COM 437076102   2,216,028 7,016 SH   SOLE   0 0 7,016
ISHARES TR RUS 2000 VAL ETF 464287630   2,023,625 14,593 SH   SOLE   0 0 14,593
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,011,142 5,259 SH   SOLE   0 0 5,259
ROPER TECHNOLOGIES INC COM 776696106   1,935,763 4,480 SH   SOLE   0 0 4,480
MICROSOFT CORP COM 594918104   1,837,737 7,663 SH   SOLE   0 0 7,663
VISA INC COM CL A 92826C839   1,720,411 8,281 SH   SOLE   0 0 8,281
SPRINKLR INC CL A 85208T107   1,692,914 207,211 SH   SOLE   0 0 207,211
JPMORGAN CHASE & CO COM 46625H100   1,545,216 11,523 SH   SOLE   0 0 11,523
JOHNSON & JOHNSON COM 478160104   1,541,663 8,727 SH   SOLE   0 0 8,727
NVIDIA CORPORATION COM 67066G104   1,529,881 10,469 SH   SOLE   0 0 10,469
ISHARES TR RUS 1000 ETF 464287622   1,529,419 7,265 SH   SOLE   0 0 7,265
ISHARES TR NATIONAL MUN ETF 464288414   1,359,836 12,887 SH   SOLE   0 0 12,887
ALPHABET INC CAP STK CL C 02079K107   1,162,373 13,100 SH   SOLE   0 0 13,100
VEEVA SYS INC CL A COM 922475108   1,151,446 7,135 SH   SOLE   0 0 7,135
ALPHABET INC CAP STK CL A 02079K305   1,126,962 12,773 SH   SOLE   0 0 12,773
ULTA BEAUTY INC COM 90384S303   1,076,516 2,295 SH   SOLE   0 0 2,295
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   976,124 3,160 SH   SOLE   0 0 3,160
ISHARES TR RUS MID CAP ETF 464287499   971,146 14,398 SH   SOLE   0 0 14,398
INTUITIVE SURGICAL INC COM NEW 46120E602   945,707 3,564 SH   SOLE   0 0 3,564
ISHARES TR EAFE GRWTH ETF 464288885   923,611 11,027 SH   SOLE   0 0 11,027
THE TRADE DESK INC COM CL A 88339J105   914,666 20,403 SH   SOLE   0 0 20,403
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   898,146 8,300 SH   SOLE   0 0 8,300
STARBUCKS CORP COM 855244109   860,523 8,675 SH   SOLE   0 0 8,675
UNITED PARCEL SERVICE INC CL B 911312106   860,334 4,949 SH   SOLE   0 0 4,949
BOEING CO COM 097023105   713,766 3,747 SH   SOLE   0 0 3,747
EDWARDS LIFESCIENCES CORP COM 28176E108   678,205 9,090 SH   SOLE   0 0 9,090
ORACLE CORP COM 68389X105   671,914 8,220 SH   SOLE   0 0 8,220
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   670,178 4,745 SH   SOLE   0 0 4,745
NOVARTIS AG SPONSORED ADR 66987V109   544,592 6,003 SH   SOLE   0 0 6,003
MONSTER BEVERAGE CORP NEW COM 61174X109   541,764 5,336 SH   SOLE   0 0 5,336
ISHARES INC CORE MSCI EMKT 46434G103   532,937 11,412 SH   SOLE   0 0 11,412
SALESFORCE INC COM 79466L302   525,189 3,961 SH   SOLE   0 0 3,961
DISNEY WALT CO COM 254687106   519,803 5,983 SH   SOLE   0 0 5,983
PFIZER INC COM 717081103   516,486 10,080 SH   SOLE   0 0 10,080
WORKDAY INC CL A 98138H101   482,747 2,885 SH   SOLE   0 0 2,885
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   482,078 5,845 SH   SOLE   0 0 5,845
EXXON MOBIL CORP COM 30231G102   476,255 4,318 SH   SOLE   0 0 4,318
AUTODESK INC COM 052769106   467,922 2,504 SH   SOLE   0 0 2,504
VANGUARD INDEX FDS MID CAP ETF 922908629   461,206 2,263 SH   SOLE   0 0 2,263
ISHARES TR CORE 1 5 YR USD 46432F859   459,756 9,900 SH   SOLE   0 0 9,900
VANGUARD STAR FDS VG TL INTL STK F 921909768   453,771 8,774 SH   SOLE   0 0 8,774
VANGUARD INDEX FDS GROWTH ETF 922908736   452,271 2,122 SH   SOLE   0 0 2,122
NETFLIX INC COM 64110L106   442,910 1,502 SH   SOLE   0 0 1,502
VERTEX PHARMACEUTICALS INC COM 92532F100   442,700 1,533 SH   SOLE   0 0 1,533
CONOCOPHILLIPS COM 20825C104   441,235 3,739 SH   SOLE   0 0 3,739
META PLATFORMS INC CL A 30303M102   429,975 3,573 SH   SOLE   0 0 3,573
MERCK & CO INC COM 58933Y105   425,805 3,838 SH   SOLE   0 0 3,838
LULULEMON ATHLETICA INC COM 550021109   418,416 1,306 SH   SOLE   0 0 1,306
PHILIP MORRIS INTL INC COM 718172109   413,750 4,088 SH   SOLE   0 0 4,088
FORTINET INC COM 34959E109   409,014 8,366 SH   SOLE   0 0 8,366
ABBOTT LABS COM 002824100   394,111 3,590 SH   SOLE   0 0 3,590
SERVICENOW INC COM 81762P102   387,493 998 SH   SOLE   0 0 998
COSTCO WHSL CORP NEW COM 22160K105   379,845 832 SH   SOLE   0 0 832
QUALCOMM INC COM 747525103   377,914 3,437 SH   SOLE   0 0 3,437
REGENERON PHARMACEUTICALS COM 75886F107   376,618 522 SH   SOLE   0 0 522
NEXTERA ENERGY INC COM 65339F101   370,181 4,428 SH   SOLE   0 0 4,428
CHUBB LIMITED COM H1467J104   361,563 1,639 SH   SOLE   0 0 1,639
ISHARES TR CORE DIV GRWTH 46434V621   360,235 7,205 SH   SOLE   0 0 7,205
ABBVIE INC COM 00287Y109   354,632 2,194 SH   SOLE   0 0 2,194
COMCAST CORP NEW CL A 20030N101   353,694 10,114 SH   SOLE   0 0 10,114
INSULET CORP COM 45784P101   345,908 1,175 SH   SOLE   0 0 1,175
BANK AMERICA CORP COM 060505104   338,402 10,217 SH   SOLE   0 0 10,217
BROADCOM INC COM 11135F101   337,856 604 SH   SOLE   0 0 604
CHEVRON CORP NEW COM 166764100   333,238 1,857 SH   SOLE   0 0 1,857
DEERE & CO COM 244199105   324,325 756 SH   SOLE   0 0 756
LOWES COS INC COM 548661107   309,967 1,556 SH   SOLE   0 0 1,556
PROCTER AND GAMBLE CO COM 742718109   304,056 2,006 SH   SOLE   0 0 2,006
MORGAN STANLEY COM NEW 617446448   301,991 3,552 SH   SOLE   0 0 3,552
TRUIST FINL CORP COM 89832Q109   297,267 6,908 SH   SOLE   0 0 6,908
MASTERCARD INCORPORATED CL A 57636Q104   278,995 802 SH   SOLE   0 0 802
ISHARES TR RUS 1000 VAL ETF 464287598   277,875 1,832 SH   SOLE   0 0 1,832
FACTSET RESH SYS INC COM 303075105   268,008 668 SH   SOLE   0 0 668
EXPEDITORS INTL WASH INC COM 302130109   265,723 2,557 SH   SOLE   0 0 2,557
AT&T INC COM 00206R102   265,515 14,422 SH   SOLE   0 0 14,422
ADOBE SYSTEMS INCORPORATED COM 00724F101   264,513 786 SH   SOLE   0 0 786
RAYTHEON TECHNOLOGIES CORP COM 75513E101   257,489 2,551 SH   SOLE   0 0 2,551
NOVO-NORDISK A S ADR 670100205   255,387 1,887 SH   SOLE   0 0 1,887
ILLUMINA INC COM 452327109   253,761 1,255 SH   SOLE   0 0 1,255
GOLDMAN SACHS GROUP INC COM 38141G104   249,638 727 SH   SOLE   0 0 727
SOUTHSTATE CORPORATION COM 840441109   241,832 3,167 SH   SOLE   0 0 3,167
HUBSPOT INC COM 443573100   234,195 810 SH   SOLE   0 0 810
YUM BRANDS INC COM 988498101   233,874 1,826 SH   SOLE   0 0 1,826
UNITEDHEALTH GROUP INC COM 91324P102   232,219 438 SH   SOLE   0 0 438
GENUINE PARTS CO COM 372460105   230,623 1,329 SH   SOLE   0 0 1,329
GENERAL DYNAMICS CORP COM 369550108   230,246 928 SH   SOLE   0 0 928
TESLA INC COM 88160R101   224,680 1,824 SH   SOLE   0 0 1,824
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   223,444 636 SH   SOLE   0 0 636
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108   221,624 10,501 SH   SOLE   0 0 10,501
JOHNSON CTLS INTL PLC SHS G51502105   219,648 3,432 SH   SOLE   0 0 3,432
CISCO SYS INC COM 17275R102   215,330 4,520 SH   SOLE   0 0 4,520
SEI INVTS CO COM 784117103   214,894 3,686 SH   SOLE   0 0 3,686
ISHARES TR U.S. TECH ETF 464287721   214,389 2,878 SH   SOLE   0 0 2,878
AMERICAN INTL GROUP INC COM NEW 026874784   206,858 3,271 SH   SOLE   0 0 3,271
ISHARES TR RUSSELL 3000 ETF 464287689   203,364 922 SH   SOLE   0 0 922
CATERPILLAR INC COM 149123101   202,588 846 SH   SOLE   0 0 846
SOUTHERN CO COM 842587107   202,497 2,836 SH   SOLE   0 0 2,836
NIO INC SPON ADS 62914V106   165,311 16,955 SH   SOLE   0 0 16,955
GLOBAL NET LEASE INC COM NEW 379378201   128,428 10,217 SH   SOLE   0 0 10,217