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   11,876,713 72,024 SH   SOLE   0 0 72,024
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   6,476,134 128,699 SH   SOLE   0 0 128,699
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409   5,861,801 89,384 SH   SOLE   0 0 89,384
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   5,467,635 83,898 SH   SOLE   0 0 83,898
ISHARES TR FLTG RATE NT ETF 46429B655   5,307,629 105,331 SH   SOLE   0 0 105,331
SCHWAB STRATEGIC TR US SML CAP ETF 808524607   3,741,877 89,241 SH   SOLE   0 0 89,241
ISHARES TR CORE S&P500 ETF 464287200   3,694,459 8,987 SH   SOLE   0 0 8,987
AMAZON COM INC COM 023135106   3,293,660 31,887 SH   SOLE   0 0 31,887
VANGUARD INDEX FDS VALUE ETF 922908744   3,126,724 22,639 SH   SOLE   0 0 22,639
ISHARES TR RUS 1000 GRW ETF 464287614   2,964,435 12,133 SH   SOLE   0 0 12,133
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   2,957,932 40,431 SH   SOLE   0 0 40,431
NVIDIA CORPORATION COM 67066G104   2,855,365 10,280 SH   SOLE   0 0 10,280
MICROSOFT CORP COM 594918104   2,302,103 7,985 SH   SOLE   0 0 7,985
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,143,350 5,235 SH   SOLE   0 0 5,235
HOME DEPOT INC COM 437076102   2,114,947 7,166 SH   SOLE   0 0 7,166
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,082,650 14,401 SH   SOLE   0 0 14,401
ROPER TECHNOLOGIES INC COM 776696106   1,977,817 4,488 SH   SOLE   0 0 4,488
ISHARES TR RUSSELL 2000 ETF 464287655   1,952,218 10,943 SH   SOLE   0 0 10,943
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   1,921,524 39,726 SH   SOLE   0 0 39,726
VISA INC COM CL A 92826C839   1,870,133 8,295 SH   SOLE   0 0 8,295
SPRINKLR INC CL A 85208T107   1,560,980 120,446 SH   SOLE   0 0 120,446
JPMORGAN CHASE & CO COM 46625H100   1,536,298 11,790 SH   SOLE   0 0 11,790
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619   1,517,899 32,650 SH   SOLE   0 0 32,650
ALPHABET INC CAP STK CL C 02079K107   1,388,620 13,352 SH   SOLE   0 0 13,352
JOHNSON & JOHNSON COM 478160104   1,372,598 8,855 SH   SOLE   0 0 8,855
ALPHABET INC CAP STK CL A 02079K305   1,370,896 13,216 SH   SOLE   0 0 13,216
ISHARES TR RUS 2000 VAL ETF 464287630   1,338,444 9,768 SH   SOLE   0 0 9,768
VEEVA SYS INC CL A COM 922475108   1,314,282 7,151 SH   SOLE   0 0 7,151
META PLATFORMS INC CL A 30303M102   1,289,019 6,082 SH   SOLE   0 0 6,082
ULTA BEAUTY INC COM 90384S303   1,253,404 2,297 SH   SOLE   0 0 2,297
THE TRADE DESK INC COM CL A 88339J105   1,243,904 20,422 SH   SOLE   0 0 20,422
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,003,503 3,250 SH   SOLE   0 0 3,250
SALESFORCE INC COM 79466L302   983,917 4,925 SH   SOLE   0 0 4,925
ISHARES TR RUS 1000 ETF 464287622   978,096 4,343 SH   SOLE   0 0 4,343
ISHARES TR RUS MID CAP ETF 464287499   965,362 13,807 SH   SOLE   0 0 13,807
INTUITIVE SURGICAL INC COM NEW 46120E602   914,838 3,581 SH   SOLE   0 0 3,581
STARBUCKS CORP COM 855244109   907,421 8,714 SH   SOLE   0 0 8,714
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   857,850 8,131 SH   SOLE   0 0 8,131
BOEING CO COM 097023105   846,534 3,985 SH   SOLE   0 0 3,985
UNITED PARCEL SERVICE INC CL B 911312106   813,206 4,192 SH   SOLE   0 0 4,192
DISNEY WALT CO COM 254687106   781,615 7,806 SH   SOLE   0 0 7,806
ORACLE CORP COM 68389X105   761,306 8,193 SH   SOLE   0 0 8,193
EDWARDS LIFESCIENCES CORP COM 28176E108   754,167 9,116 SH   SOLE   0 0 9,116
TESLA INC COM 88160R101   753,702 3,633 SH   SOLE   0 0 3,633
ISHARES TR EAFE GRWTH ETF 464288885   717,483 7,659 SH   SOLE   0 0 7,659
NETFLIX INC COM 64110L106   603,899 1,748 SH   SOLE   0 0 1,748
WORKDAY INC CL A 98138H101   595,042 2,881 SH   SOLE   0 0 2,881
MONSTER BEVERAGE CORP NEW COM 61174X109   572,236 10,595 SH   SOLE   0 0 10,595
FORTINET INC COM 34959E109   557,732 8,392 SH   SOLE   0 0 8,392
EXXON MOBIL CORP COM 30231G102   514,315 4,690 SH   SOLE   0 0 4,690
SOUTHERN CO COM 842587107   512,033 7,359 SH   SOLE   0 0 7,359
AUTODESK INC COM 052769106   511,033 2,455 SH   SOLE   0 0 2,455
LULULEMON ATHLETICA INC COM 550021109   477,089 1,310 SH   SOLE   0 0 1,310
SERVICENOW INC COM 81762P102   467,973 1,007 SH   SOLE   0 0 1,007
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   461,991 5,563 SH   SOLE   0 0 5,563
REGENERON PHARMACEUTICALS COM 75886F107   446,988 544 SH   SOLE   0 0 544
VERTEX PHARMACEUTICALS INC COM 92532F100   446,454 1,417 SH   SOLE   0 0 1,417
COMCAST CORP NEW CL A 20030N101   441,121 11,636 SH   SOLE   0 0 11,636
VANGUARD INDEX FDS MID CAP ETF 922908629   436,723 2,071 SH   SOLE   0 0 2,071
COSTCO WHSL CORP NEW COM 22160K105   436,159 878 SH   SOLE   0 0 878
ILLUMINA INC COM 452327109   429,055 1,845 SH   SOLE   0 0 1,845
QUALCOMM INC COM 747525103   424,480 3,327 SH   SOLE   0 0 3,327
PHILIP MORRIS INTL INC COM 718172109   420,989 4,329 SH   SOLE   0 0 4,329
MERCK & CO INC COM 58933Y105   415,793 3,908 SH   SOLE   0 0 3,908
CONOCOPHILLIPS COM 20825C104   397,661 4,008 SH   SOLE   0 0 4,008
BROADCOM INC COM 11135F101   394,982 616 SH   SOLE   0 0 616
NOVARTIS AG SPONSORED ADR 66987V109   390,816 4,248 SH   SOLE   0 0 4,248
PFIZER INC COM 717081103   377,496 9,252 SH   SOLE   0 0 9,252
INSULET CORP COM 45784P101   376,373 1,180 SH   SOLE   0 0 1,180
ABBOTT LABS COM 002824100   375,788 3,711 SH   SOLE   0 0 3,711
ISHARES TR NATIONAL MUN ETF 464288414   372,996 3,462 SH   SOLE   0 0 3,462
VANGUARD STAR FDS VG TL INTL STK F 921909768   370,814 6,716 SH   SOLE   0 0 6,716
ISHARES TR CORE DIV GRWTH 46434V621   360,929 7,220 SH   SOLE   0 0 7,220
NEXTERA ENERGY INC COM 65339F101   359,655 4,666 SH   SOLE   0 0 4,666
ABBVIE INC COM 00287Y109   358,484 2,249 SH   SOLE   0 0 2,249
CHEVRON CORP NEW COM 166764100   352,684 2,162 SH   SOLE   0 0 2,162
HUBSPOT INC COM 443573100   348,145 812 SH   SOLE   0 0 812
BANK AMERICA CORP COM 060505104   347,046 12,134 SH   SOLE   0 0 12,134
CHUBB LIMITED COM H1467J104   344,475 1,774 SH   SOLE   0 0 1,774
MORGAN STANLEY COM NEW 617446448   320,294 3,648 SH   SOLE   0 0 3,648
DEERE & CO COM 244199105   316,644 767 SH   SOLE   0 0 767
LOWES COS INC COM 548661107   316,185 1,581 SH   SOLE   0 0 1,581
PROCTER AND GAMBLE CO COM 742718109   314,663 2,116 SH   SOLE   0 0 2,116
ADOBE SYSTEMS INCORPORATED COM 00724F101   309,837 804 SH   SOLE   0 0 804
MASTERCARD INCORPORATED CL A 57636Q104   302,079 831 SH   SOLE   0 0 831
AT&T INC COM 00206R102   298,677 15,516 SH   SOLE   0 0 15,516
NOVO-NORDISK A S ADR 670100205   295,841 1,859 SH   SOLE   0 0 1,859
CISCO SYS INC COM 17275R102   295,217 5,647 SH   SOLE   0 0 5,647
EXPEDITORS INTL WASH INC COM 302130109   277,282 2,518 SH   SOLE   0 0 2,518
FACTSET RESH SYS INC COM 303075105   270,639 652 SH   SOLE   0 0 652
ISHARES TR U.S. TECH ETF 464287721   267,407 2,881 SH   SOLE   0 0 2,881
PAYPAL HLDGS INC COM 70450Y103   262,525 3,457 SH   SOLE   0 0 3,457
RAYTHEON TECHNOLOGIES CORP COM 75513E101   260,954 2,665 SH   SOLE   0 0 2,665
MEDTRONIC PLC SHS G5960L103   259,516 3,219 SH   SOLE   0 0 3,219
GENERAL DYNAMICS CORP COM 369550108   249,205 1,092 SH   SOLE   0 0 1,092
GOLDMAN SACHS GROUP INC COM 38141G104   246,978 755 SH   SOLE   0 0 755
VERIZON COMMUNICATIONS INC COM 92343V104   240,356 6,180 SH   SOLE   0 0 6,180
YUM BRANDS INC COM 988498101   239,197 1,811 SH   SOLE   0 0 1,811
ISHARES INC CORE MSCI EMKT 46434G103   236,481 4,847 SH   SOLE   0 0 4,847
UNITEDHEALTH GROUP INC COM 91324P102   232,042 491 SH   SOLE   0 0 491
SHOPIFY INC CL A 82509L107   229,441 4,786 SH   SOLE   0 0 4,786
SOUTHSTATE CORPORATION COM 840441109   226,607 3,180 SH   SOLE   0 0 3,180
GENUINE PARTS CO COM 372460105   224,389 1,341 SH   SOLE   0 0 1,341
TRUIST FINL CORP COM 89832Q109   219,958 6,450 SH   SOLE   0 0 6,450
ISHARES TR RUSSELL 3000 ETF 464287689   217,716 925 SH   SOLE   0 0 925
JOHNSON CTLS INTL PLC SHS G51502105   210,168 3,490 SH   SOLE   0 0 3,490
SEI INVTS CO COM 784117103   208,849 3,629 SH   SOLE   0 0 3,629
TARGET CORP COM 87612E106   200,744 1,212 SH   SOLE   0 0 1,212
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108   200,589 9,298 SH   SOLE   0 0 9,298
NIO INC SPON ADS 62914V106   190,809 18,155 SH   SOLE   0 0 18,155
GLOBAL NET LEASE INC COM NEW 379378201   131,391 10,217 SH   SOLE   0 0 10,217