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
ABBOTT LABS COM 002824100   395,327 3,601 SH   SOLE   0 0 3,601
ABBVIE INC COM 00287Y109   413,266 2,557 SH   SOLE   0 0 2,557
ALPHABET INC CAP STK CL C 02079K107   906,554 10,217 SH   SOLE   0 0 10,217
ALPHABET INC CAP STK CL A 02079K305   1,421,650 16,113 SH   SOLE   0 0 16,113
AMAZON COM INC COM 023135106   893,844 10,641 SH   SOLE   0 0 10,641
APPLE INC COM 037833100   9,942,480 76,522 SH   SOLE   0 0 76,522
AUTOMATIC DATA PROCESSING IN COM 053015103   399,293 1,672 SH   SOLE   0 0 1,672
BANK AMERICA CORP COM 060505104   1,039,602 31,389 SH   SOLE   0 0 31,389
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   14,028,076 45,413 SH   SOLE   0 0 45,413
BLOCK INC CL A 852234103   253,874 4,040 SH   SOLE   0 0 4,040
BRISTOL-MYERS SQUIBB CO COM 110122108   321,852 4,473 SH   SOLE   0 0 4,473
BUTTERFLY NETWORK INC COM CL A 124155102   87,583 35,603 SH   SOLE   0 0 35,603
CARRIER GLOBAL CORPORATION COM 14448C104   411,312 9,971 SH   SOLE   0 0 9,971
CATERPILLAR INC COM 149123101   298,013 1,244 SH   SOLE   0 0 1,244
CHEVRON CORP NEW COM 166764100   947,043 5,276 SH   SOLE   0 0 5,276
CISCO SYS INC COM 17275R102   401,671 8,431 SH   SOLE   0 0 8,431
COHEN & STEERS INFRASTRUCTUR COM 19248A109   529,157 22,057 SH   SOLE   0 0 22,057
COLGATE PALMOLIVE CO COM 194162103   225,614 2,863 SH   SOLE   0 0 2,863
COMCAST CORP NEW CL A 20030N101   298,038 8,523 SH   SOLE   0 0 8,523
CONOCOPHILLIPS COM 20825C104   513,164 4,349 SH   SOLE   0 0 4,349
CORTEVA INC COM 22052L104   263,166 4,477 SH   SOLE   0 0 4,477
COSTCO WHSL CORP NEW COM 22160K105   1,774,721 3,888 SH   SOLE   0 0 3,888
CSX CORP COM 126408103   245,671 7,930 SH   SOLE   0 0 7,930
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   693,923 28,580 SH   SOLE   0 0 28,580
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   513,061 15,324 SH   SOLE   0 0 15,324
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207   223,889 3,508 SH   SOLE   0 0 3,508
DISNEY WALT CO COM 254687106   817,954 9,415 SH   SOLE   0 0 9,415
ELEVANCE HEALTH INC COM 036752103   203,649 397 SH   SOLE   0 0 397
EXXON MOBIL CORP COM 30231G102   2,470,953 22,402 SH   SOLE   0 0 22,402
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168   971,749 16,038 SH   SOLE   0 0 16,038
HERSHEY CO COM 427866108   406,174 1,754 SH   SOLE   0 0 1,754
HOME DEPOT INC COM 437076102   472,062 1,495 SH   SOLE   0 0 1,495
INSTRUCTURE HLDGS INC COM 457790103   221,203 9,437 SH   SOLE   0 0 9,437
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   1,326,781 20,763 SH   SOLE   0 0 20,763
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619   4,346,315 101,218 SH   SOLE   0 0 101,218
INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407   308,056 6,447 SH   SOLE   0 0 6,447
INVESCO QQQ TR UNIT SER 1 46090E103   2,786,699 10,465 SH   SOLE   0 0 10,465
ISHARES TR CORE S&P MCP ETF 464287507   242,656 1,003 SH   SOLE   0 0 1,003
ISHARES TR CORE S&P SCP ETF 464287804   289,985 3,064 SH   SOLE   0 0 3,064
ISHARES TR RUS 1000 GRW ETF 464287614   419,985 1,960 SH   SOLE   0 0 1,960
ISHARES TR RUSSELL 2000 ETF 464287655   619,354 3,552 SH   SOLE   0 0 3,552
ISHARES TR MSCI EAFE ETF 464287465   14,806,985 225,579 SH   SOLE   0 0 225,579
ISHARES TR SELECT DIVID ETF 464287168   736,776 6,109 SH   SOLE   0 0 6,109
ISHARES TR CORE DIV GRWTH 46434V621   8,928,326 178,567 SH   SOLE   0 0 178,567
ISHARES TR MSCI USA MIN VOL 46429B697   5,553,305 77,022 SH   SOLE   0 0 77,022
ISHARES TR MSCI EAFE MIN VL 46429B689   1,615,334 25,404 SH   SOLE   0 0 25,404
ISHARES TR CORE HIGH DV ETF 46429B663   303,305 2,910 SH   SOLE   0 0 2,910
ISHARES TR BLACKROCK ULTRA 46434V878   433,196 8,657 SH   SOLE   0 0 8,657
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   1,009,784 19,982 SH   SOLE   0 0 19,982
JOHNSON & JOHNSON COM 478160104   860,692 4,872 SH   SOLE   0 0 4,872
JPMORGAN CHASE & CO COM 46625H100   1,104,455 8,236 SH   SOLE   0 0 8,236
KIMBERLY-CLARK CORP COM 494368103   345,537 2,545 SH   SOLE   0 0 2,545
KINDER MORGAN INC DEL COM 49456B101   183,089 10,127 SH   SOLE   0 0 10,127
LILLY ELI & CO COM 532457108   973,134 2,660 SH   SOLE   0 0 2,660
MACERICH CO COM 554382101   320,234 28,440 SH   SOLE   0 0 28,440
MCDONALDS CORP COM 580135101   315,577 1,197 SH   SOLE   0 0 1,197
MERCK & CO INC COM 58933Y105   675,338 6,087 SH   SOLE   0 0 6,087
MICROSOFT CORP COM 594918104   3,320,904 13,847 SH   SOLE   0 0 13,847
MONDELEZ INTL INC CL A 609207105   244,113 3,663 SH   SOLE   0 0 3,663
NORFOLK SOUTHN CORP COM 655844108   231,948 941 SH   SOLE   0 0 941
NUSHARES ETF TR NUVEEN ESG INTL 67092P805   319,331 12,377 SH   SOLE   0 0 12,377
NVIDIA CORPORATION COM 67066G104   269,515 1,844 SH   SOLE   0 0 1,844
OTIS WORLDWIDE CORP COM 68902V107   455,857 5,821 SH   SOLE   0 0 5,821
PEPSICO INC COM 713448108   1,544,942 8,552 SH   SOLE   0 0 8,552
PFIZER INC COM 717081103   262,901 5,131 SH   SOLE   0 0 5,131
PROCTER AND GAMBLE CO COM 742718109   497,804 3,285 SH   SOLE   0 0 3,285
RAYTHEON TECHNOLOGIES CORP COM 75513E101   832,197 8,246 SH   SOLE   0 0 8,246
S&P GLOBAL INC COM 78409V104   646,344 1,930 SH   SOLE   0 0 1,930
SELECT SECTOR SPDR TR ENERGY 81369Y506   250,514 2,864 SH   SOLE   0 0 2,864
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   256,751 775 SH   SOLE   0 0 775
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,121,778 2,933 SH   SOLE   0 0 2,933
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   287,371 649 SH   SOLE   0 0 649
SPDR SER TR S&P DIVID ETF 78464A763   283,114 2,263 SH   SOLE   0 0 2,263
STARBUCKS CORP COM 855244109   304,837 3,073 SH   SOLE   0 0 3,073
TEAM INC NOTE 5.000 8/0 878155AE0   22,417 25,000 PRN   SOLE   0 0 25,000
TESLA INC COM 88160R101   1,530,906 12,428 SH   SOLE   0 0 12,428
TILRAY BRANDS INC NOTE 5.00010/0 88688TAB6   96,034 100,000 PRN   SOLE   0 0 100,000
UNION PAC CORP COM 907818108   349,017 1,686 SH   SOLE   0 0 1,686
UNITEDHEALTH GROUP INC COM 91324P102   407,914 769 SH   SOLE   0 0 769
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835   347,518 4,837 SH   SOLE   0 0 4,837
VANGUARD INDEX FDS VALUE ETF 922908744   750,298 5,345 SH   SOLE   0 0 5,345
VANGUARD INDEX FDS MID CAP ETF 922908629   430,845 2,114 SH   SOLE   0 0 2,114
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,734,155 33,149 SH   SOLE   0 0 33,149
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,231,274 39,399 SH   SOLE   0 0 39,399
VANGUARD INDEX FDS GROWTH ETF 922908736   245,692 1,153 SH   SOLE   0 0 1,153
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,623,304 16,005 SH   SOLE   0 0 16,005
VANGUARD INDEX FDS TOTAL STK MKT 922908769   24,588,624 128,608 SH   SOLE   0 0 128,608
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   2,547,191 29,553 SH   SOLE   0 0 29,553
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   6,325,077 126,148 SH   SOLE   0 0 126,148
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   335,650 7,186 SH   SOLE   0 0 7,186
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,278,117 8,417 SH   SOLE   0 0 8,417
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   15,149,359 360,957 SH   SOLE   0 0 360,957
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   343,810 3,177 SH   SOLE   0 0 3,177
VANGUARD WORLD FD ESG US STK ETF 921910733   2,514,452 38,179 SH   SOLE   0 0 38,179
VANGUARD WORLD FD ESG INTL STK ETF 921910725   1,268,217 25,782 SH   SOLE   0 0 25,782
VERIZON COMMUNICATIONS INC COM 92343V104   307,710 7,810 SH   SOLE   0 0 7,810
VISA INC COM CL A 92826C839   805,331 3,876 SH   SOLE   0 0 3,876
WISDOMTREE TR US QTLY DIV GRT 97717X669   7,097,680 117,589 SH   SOLE   0 0 117,589
WP CAREY INC COM 92936U109   311,271 3,983 SH   SOLE   0 0 3,983