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
PROSPERITY BANCSHARES INC COM Stock 743606105   16,068,401 237,242 SH   SOLE   0 0 237,242
APPLE INC COM Stock 037833100   9,220,771 47,893 SH   SOLE   0 0 47,893
MICROSOFT CORP COM Stock 594918104   5,216,427 13,872 SH   SOLE   0 0 13,872
AMAZON COM INC COM Stock 023135106   4,265,716 28,075 SH   SOLE   0 0 28,075
EXXON MOBIL CORP COM Stock 30231G102   3,745,357 37,461 SH   SOLE   0 0 37,461
COSTCO WHSL CORP NEW COM Stock 22160K105   3,478,622 5,270 SH   SOLE   0 0 5,270
PROCTER AND GAMBLE CO COM Stock 742718109   2,870,279 19,587 SH   SOLE   0 0 19,587
NVIDIA CORPORATION COM Stock 67066G104   2,741,073 5,535 SH   SOLE   0 0 5,535
CHEVRON CORP NEW COM Stock 166764100   2,725,890 18,275 SH   SOLE   0 0 18,275
ISHARES 10-20 YEAR TREASURY BOND ETF ETF 464288653   2,188,259 20,213 SH   SOLE   0 0 20,213
ELI LILLY & CO COM Stock 532457108   2,098,512 3,600 SH   SOLE   0 0 3,600
NIKE INC CL B Stock 654106103   1,995,082 18,376 SH   SOLE   0 0 18,376
MASTERCARD INCORPORATED CL A Stock 57636Q104   1,977,300 4,636 SH   SOLE   0 0 4,636
VANGUARD LARGE-CAP ETF ETF 922908637   1,867,364 8,560 SH   SOLE   0 0 8,560
AMGEN INC COM Stock 031162100   1,823,743 6,332 SH   SOLE   0 0 6,332
METTLER TOLEDO INTERNATIONAL COM Stock 592688105   1,659,329 1,368 SH   SOLE   0 0 1,368
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF ETF 47103U852   1,549,051 33,719 SH   SOLE   0 0 33,719
MCDONALDS CORP COM Stock 580135101   1,529,399 5,158 SH   SOLE   0 0 5,158
ISHARES CORE S&P 500 ETF ETF 464287200   1,492,594 3,125 SH   SOLE   0 0 3,125
GRAINGER W W INC COM Stock 384802104   1,446,064 1,745 SH   SOLE   0 0 1,745
ABBVIE INC COM Stock 00287Y109   1,420,145 9,164 SH   SOLE   0 0 9,164
ALPHABET INC CAP STK CL A Stock 02079K305   1,418,412 10,154 SH   SOLE   0 0 10,154
ISHARES CORE MSCI EAFE ETF ETF 46432F842   1,396,166 19,846 SH   SOLE   0 0 19,846
BROADCOM INC COM Stock 11135F101   1,394,196 1,249 SH   SOLE   0 0 1,249
HOME DEPOT INC COM Stock 437076102   1,391,745 4,016 SH   SOLE   0 0 4,016
MONDELEZ INTL INC CL A Stock 609207105   1,391,018 19,205 SH   SOLE   0 0 19,205
PEPSICO INC COM Stock 713448108   1,343,774 7,912 SH   SOLE   0 0 7,912
JOHNSON & JOHNSON COM Stock 478160104   1,281,820 8,178 SH   SOLE   0 0 8,178
ISHARES MSCI INTL QUALITY FACTOR ETF ETF 46434V456   1,234,635 32,871 SH   SOLE   0 0 32,871
INVESCO QQQ TRUST SERIES I ETF 46090E103   1,176,108 2,872 SH   SOLE   0 0 2,872
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103   1,132,840 22,397 SH   SOLE   0 0 22,397
MERCK & CO INC COM Stock 58933Y105   1,129,229 10,358 SH   SOLE   0 0 10,358
VISA INC COM CL A Stock 92826C839   1,118,203 4,295 SH   SOLE   0 0 4,295
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746   1,112,686 21,796 SH   SOLE   0 0 21,796
WISDOMTREE FLOATING RATE TREASURY FUND ETF 97717Y527   1,094,177 21,779 SH   SOLE   0 0 21,779
SPDR S&P DIVIDEND ETF ETF 78464A763   1,081,365 8,653 SH   SOLE   0 0 8,653
UNITEDHEALTH GROUP INC COM Stock 91324P102   1,057,678 2,009 SH   SOLE   0 0 2,009
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702   1,041,804 2,921 SH   SOLE   0 0 2,921
VANGUARD S&P 500 ETF ETF 922908363   995,269 2,279 SH   SOLE   0 0 2,279
UNION PAC CORP COM Stock 907818108   972,164 3,958 SH   SOLE   0 0 3,958
AUTODESK INC COM Stock 052769106   934,476 3,838 SH   SOLE   0 0 3,838
ALPHABET INC CAP STK CL C Stock 02079K107   930,561 6,603 SH   SOLE   0 0 6,603
HONEYWELL INTL INC COM Stock 438516106   925,031 4,411 SH   SOLE   0 0 4,411
STARBUCKS CORP COM Stock 855244109   902,110 9,396 SH   SOLE   0 0 9,396
CHENIERE ENERGY INC COM NEW Stock 16411R208   898,617 5,264 SH   SOLE   0 0 5,264
LOCKHEED MARTIN CORP COM Stock 539830109   845,293 1,865 SH   SOLE   0 0 1,865
VANGUARD VALUE ETF ETF 922908744   804,908 5,384 SH   SOLE   0 0 5,384
VANGUARD TOTAL BOND MARKET ETF ETF 921937835   803,387 10,923 SH   SOLE   0 0 10,923
META PLATFORMS INC CL A Stock 30303M102   781,544 2,208 SH   SOLE   0 0 2,208
BLACKROCK INC COM Stock 09247X101   765,527 943 SH   SOLE   0 0 943
SYSCO CORP COM Stock 871829107   754,628 10,319 SH   SOLE   0 0 10,319
NEXTERA ENERGY INC COM Stock 65339F101   752,751 12,393 SH   SOLE   0 0 12,393
CISCO SYS INC COM Stock 17275R102   752,243 14,890 SH   SOLE   0 0 14,890
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF ETF 46137V282   726,240 22,250 SH   SOLE   0 0 22,250
ISHARES NATIONAL MUNI BOND ETF ETF 464288414   725,697 6,694 SH   SOLE   0 0 6,694
TEXAS INSTRS INC COM Stock 882508104   701,954 4,118 SH   SOLE   0 0 4,118
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226   683,833 6,890 SH   SOLE   0 0 6,890
FIFTH THIRD BANCORP COM Stock 316773100   663,622 19,241 SH   SOLE   0 0 19,241
ALTRIA GROUP INC COM Stock 02209S103   656,090 16,264 SH   SOLE   0 0 16,264
ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101   648,482 1,848 SH   SOLE   0 0 1,848
REALTY INCOME CORP COM REIT 756109104   644,195 11,219 SH   SOLE   0 0 11,219
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF ETF 47103U845   637,905 12,682 SH   SOLE   0 0 12,682
TESLA INC COM Stock 88160R101   636,357 2,561 SH   SOLE   0 0 2,561
SPDR GOLD SHARES ETF 78463V107   636,023 3,327 SH   SOLE   0 0 3,327
EATON CORP PLC SHS Stock G29183103   633,357 2,630 SH   SOLE   0 0 2,630
WALMART INC COM Stock 931142103   631,231 4,004 SH   SOLE   0 0 4,004
PHILLIPS 66 COM Stock 718546104   627,089 4,710 SH   SOLE   0 0 4,710
AUTOMATIC DATA PROCESSING INC COM Stock 053015103   626,456 2,689 SH   SOLE   0 0 2,689
ILLINOIS TOOL WKS INC COM Stock 452308109   623,679 2,381 SH   SOLE   0 0 2,381
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETF 78468R853   621,564 14,736 SH   SOLE   0 0 14,736
FORTINET INC COM Stock 34959E109   616,555 10,534 SH   SOLE   0 0 10,534
BOEING CO COM Stock 097023105   613,333 2,353 SH   SOLE   0 0 2,353
DANAHER CORPORATION COM Stock 235851102   610,044 2,637 SH   SOLE   0 0 2,637
LINDE PLC SHS Stock G54950103   609,494 1,484 SH   SOLE   0 0 1,484
JPMORGAN CHASE & CO COM Stock 46625H100   607,087 3,569 SH   SOLE   0 0 3,569
QUALCOMM INC COM Stock 747525103   603,541 4,173 SH   SOLE   0 0 4,173
MARRIOTT INTL INC NEW CL A Stock 571903202   601,435 2,667 SH   SOLE   0 0 2,667
ISHARES MSCI CHINA ETF ETF 46429B671   579,038 14,213 SH   SOLE   0 0 14,213
INTUITIVE SURGICAL INC COM NEW Stock 46120E602   576,548 1,709 SH   SOLE   0 0 1,709
CARLISLE COS INC COM Stock 142339100   572,372 1,832 SH   SOLE   0 0 1,832
ONEASCENT LARGE CAP CORE ETF ETF 90470L527   570,511 22,879 SH   SOLE   0 0 22,879
VERIZON COMMUNICATIONS INC COM Stock 92343V104   569,572 15,108 SH   SOLE   0 0 15,108
PULTE GROUP INC COM Stock 745867101   567,710 5,500 SH   SOLE   0 0 5,500
AMERICAN TOWER CORP NEW COM REIT 03027X100   556,755 2,579 SH   SOLE   0 0 2,579
BANK AMERICA CORP COM Stock 060505104   552,828 16,419 SH   SOLE   0 0 16,419
PRUDENTIAL FINL INC COM Stock 744320102   542,714 5,233 SH   SOLE   0 0 5,233
LOWES COS INC COM Stock 548661107   541,464 2,433 SH   SOLE   0 0 2,433
ISHARES GLOBAL HEALTHCARE ETF ETF 464287325   537,924 6,203 SH   SOLE   0 0 6,203
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764   528,833 9,544 SH   SOLE   0 0 9,544
GENUINE PARTS CO COM Stock 372460105   520,206 3,756 SH   SOLE   0 0 3,756
NETFLIX INC COM Stock 64110L106   511,711 1,051 SH   SOLE   0 0 1,051
AIR PRODS & CHEMS INC COM Stock 009158106   510,637 1,865 SH   SOLE   0 0 1,865
ONEASCENT CORE PLUS BOND ETF ETF 90470L519   502,635 21,887 SH   SOLE   0 0 21,887
CUMMINS INC COM Stock 231021106   493,993 2,062 SH   SOLE   0 0 2,062
INTERPUBLIC GROUP COS INC COM Stock 460690100   492,701 15,095 SH   SOLE   0 0 15,095
JPMORGAN BETABUILDERS JAPAN ETF ETF 46641Q217   490,799 9,345 SH   SOLE   0 0 9,345
T-MOBILE US INC COM Stock 872590104   488,045 3,044 SH   SOLE   0 0 3,044
VANGUARD SMALL-CAP ETF ETF 922908751   468,686 2,197 SH   SOLE   0 0 2,197
CINTAS CORP COM Stock 172908105   465,254 772 SH   SOLE   0 0 772
SALESFORCE INC COM Stock 79466L302   462,337 1,757 SH   SOLE   0 0 1,757
DISCOVER FINL SVCS COM Stock 254709108   452,860 4,029 SH   SOLE   0 0 4,029
ABBOTT LABS COM Stock 002824100   448,425 4,074 SH   SOLE   0 0 4,074
SERVICENOW INC COM Stock 81762P102   445,089 630 SH   SOLE   0 0 630
CORNING INC COM Stock 219350105   438,845 14,412 SH   SOLE   0 0 14,412
ROCKWELL AUTOMATION INC COM Stock 773903109   435,293 1,402 SH   SOLE   0 0 1,402
ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760   435,251 3,438 SH   SOLE   0 0 3,438
COMCAST CORP NEW CL A Stock 20030N101   427,581 9,751 SH   SOLE   0 0 9,751
IDEXX LABS INC COM Stock 45168D104   424,613 765 SH   SOLE   0 0 765
CONOCOPHILLIPS COM Stock 20825C104   414,718 3,573 SH   SOLE   0 0 3,573
KROGER CO COM Stock 501044101   409,199 8,952 SH   SOLE   0 0 8,952
VANGUARD FTSE EUROPE ETF ETF 922042874   396,939 6,156 SH   SOLE   0 0 6,156
ORACLE CORP COM Stock 68389X105   386,612 3,667 SH   SOLE   0 0 3,667
SCHLUMBERGER LTD COM STK Stock 806857108   380,308 7,308 SH   SOLE   0 0 7,308
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663   363,824 3,981 SH   SOLE   0 0 3,981
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF ETF 500767736   362,520 17,530 SH   SOLE   0 0 17,530
GALLAGHER ARTHUR J & CO COM Stock 363576109   356,435 1,585 SH   SOLE   0 0 1,585
STELLAR BANCORP INC COM Stock 858927106   356,296 12,798 SH   SOLE   0 0 12,798
ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506   353,218 4,213 SH   SOLE   0 0 4,213
INTEL CORP COM Stock 458140100   342,713 6,820 SH   SOLE   0 0 6,820
GRANITESHARES GOLD SHARES ETF 38748G101   341,227 16,735 SH   SOLE   0 0 16,735
WASTE MGMT INC DEL COM Stock 94106L109   338,857 1,892 SH   SOLE   0 0 1,892
COLGATE PALMOLIVE CO COM Stock 194162103   336,217 4,218 SH   SOLE   0 0 4,218
CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108   333,949 4,224 SH   SOLE   0 0 4,224
ELEVANCE HEALTH INC COM Stock 036752103   325,848 691 SH   SOLE   0 0 691
FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605   313,133 8,328 SH   SOLE   0 0 8,328
THERMO FISHER SCIENTIFIC INC COM Stock 883556102   311,574 587 SH   SOLE   0 0 587
SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101   309,644 10,659 SH   SOLE   0 0 10,659
ISHARES MSCI EUROZONE ETF ETF 464286608   308,502 6,503 SH   SOLE   0 0 6,503
CROWN CASTLE INC COM REIT 22822V101   306,175 2,658 SH   SOLE   0 0 2,658
BOOKING HOLDINGS INC COM Stock 09857L108   301,514 85 SH   SOLE   0 0 85
ONEASCENT INTERNATIONAL EQUITY ETF ETF 90470L444   296,189 9,742 SH   SOLE   0 0 9,742
CHUBB LIMITED COM Stock H1467J104   291,540 1,290 SH   SOLE   0 0 1,290
STRYKER CORPORATION COM Stock 863667101   290,776 971 SH   SOLE   0 0 971
EASTMAN CHEM CO COM Stock 277432100   284,999 3,173 SH   SOLE   0 0 3,173
MARSH & MCLENNAN COS INC COM Stock 571748102   272,079 1,436 SH   SOLE   0 0 1,436
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805   269,458 5,674 SH   SOLE   0 0 5,674
CVS HEALTH CORP COM Stock 126650100   268,306 3,398 SH   SOLE   0 0 3,398
DARDEN RESTAURANTS INC COM Stock 237194105   257,951 1,570 SH   SOLE   0 0 1,570
CACI INTL INC CL A Stock 127190304   254,230 785 SH   SOLE   0 0 785
PARKER-HANNIFIN CORP COM Stock 701094104   253,385 550 SH   SOLE   0 0 550
HUNTINGTON BANCSHARES INC COM Stock 446150104   243,639 19,154 SH   SOLE   0 0 19,154
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF ETF 69374H741   238,450 7,999 SH   SOLE   0 0 7,999
US BANCORP DEL COM NEW Stock 902973304   234,145 5,410 SH   SOLE   0 0 5,410
PIONEER NAT RES CO COM Stock 723787107   232,976 1,036 SH   SOLE   0 0 1,036
LULULEMON ATHLETICA INC COM Stock 550021109   231,614 453 SH   SOLE   0 0 453
EOG RES INC COM Stock 26875P101   230,289 1,904 SH   SOLE   0 0 1,904
NUCOR CORP COM Stock 670346105   229,907 1,321 SH   SOLE   0 0 1,321
BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103   227,148 1,104 SH   SOLE   0 0 1,104
ONEASCENT EMERGING MARKETS ETF ETF 90470L469   226,744 7,744 SH   SOLE   0 0 7,744
ENTERPRISE PRODS PARTNERS L P COM Stock 293792107   226,030 8,578 SH   SOLE   0 0 8,578
TRANE TECHNOLOGIES PLC SHS Stock G8994E103   222,925 914 SH   SOLE   0 0 914
CROWDSTRIKE HLDGS INC CL A Stock 22788C105   220,852 865 SH   SOLE   0 0 865
SERVICE CORP INTL COM Stock 817565104   219,040 3,200 SH   SOLE   0 0 3,200
OCCIDENTAL PETE CORP COM Stock 674599105   218,777 3,664 SH   SOLE   0 0 3,664
ISHARES GLOBAL CONSUMER STAPLES ETF ETF 464288737   213,148 3,595 SH   SOLE   0 0 3,595
THE CIGNA GROUP COM Stock 125523100   210,513 703 SH   SOLE   0 0 703
CSX CORP COM Stock 126408103   208,401 6,011 SH   SOLE   0 0 6,011
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108   185,608 10,810 SH   SOLE   0 0 10,810
BLACKROCK MUNIVEST FD INC COM CEF 09253R105   108,822 15,284 SH   SOLE   0 0 15,284
SIRIUS XM HOLDINGS INC COM Stock 82968B103   82,050 15,000 SH   SOLE   0 0 15,000
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 Convertible 595017AD6   40,784 10,000 SH   SOLE   0 0 10,000
WESTERN DIGITAL CORP. 1.5 02/01/2024 Convertible 958102AP0   31,631 32,000 SH   SOLE   0 0 32,000
SOUTHWEST AIRLS CO 1.25 05/01/2025 Convertible 844741BG2   18,168 18,000 SH   SOLE   0 0 18,000
REPLIGEN CORP 0.375 07/15/2024 Convertible 759916AB5   15,736 10,000 SH   SOLE   0 0 10,000
INSULET CORP 0.375 09/01/2026 Convertible 45784PAK7   13,797 12,000 SH   SOLE   0 0 12,000
SNAP INC 0.75 08/01/2026 Convertible 83304AAB2   10,636 10,000 SH   SOLE   0 0 10,000
INSMED INC 1.75 01/15/2025 Convertible 457669AA7   10,549 10,000 SH   SOLE   0 0 10,000
CHEGG INC 0.125 03/15/2025 Convertible 163092AD1   9,186 10,000 SH   SOLE   0 0 10,000