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

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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
ABBOTT LABS COM 002824100 214,802 1,832 SH SOLE 0 0 1,832
ABBVIE INC COM 00287Y109 290,736 1,486 SH SOLE 0 0 1,486
ALPHABET INC CAP STK CL A 02079K305 256,678 1,556 SH SOLE 0 0 1,556
ALPS ETF TR ALERIAN MLP 00162Q452 634,144 13,300 SH SOLE 0 0 13,300
AMAZON COM INC COM 023135106 628,259 3,350 SH SOLE 0 0 3,350
APPLE INC COM 037833100 1,826,729 7,898 SH SOLE 0 0 7,898
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,465,953 5,361 SH SOLE 0 0 5,361
BERKSHIRE HATHAWAY INC DEL CL A 084670108 685,000 1 SH SOLE 0 0 1
BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 607,339 16,894 SH SOLE 0 0 16,894
BROADCOM INC COM 11135F101 236,091 1,295 SH SOLE 0 0 1,295
COMCAST CORP NEW CL A 20030N101 463,727 11,049 SH SOLE 0 0 11,049
CONOCOPHILLIPS COM 20825C104 261,414 2,388 SH SOLE 0 0 2,388
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 216,574 3,868 SH SOLE 0 0 3,868
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 3,464,938 71,775 SH SOLE 0 0 71,775
GLOBAL X FDS US PFD ETF 37954Y657 1,713,893 82,201 SH SOLE 0 0 82,201
GLOBAL X FDS GLBL X MLP ETF 37954Y343 232,170 4,788 SH SOLE 0 0 4,788
GODADDY INC CL A 380237107 235,769 1,437 SH SOLE 0 0 1,437
GODADDY INC CALL 380237907 1,640,700 10,000 PRN Call SOLE 0 0 10,000
HOME DEPOT INC COM 437076102 264,049 636 SH SOLE 0 0 636
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 280,172 22,540 SH SOLE 0 0 22,540
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 5,092,797 220,181 SH SOLE 0 0 220,181
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 522,541 22,250 SH SOLE 0 0 22,250
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486 394,280 16,785 SH SOLE 0 0 16,785
INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 46138J478 555,393 23,966 SH SOLE 0 0 23,966
INVESCO QQQ TR UNIT SER 1 46090E103 13,723,243 27,584 SH SOLE 0 0 27,584
ISHARES TR MSCI EMG MKT ETF 464287234 1,618,951 35,065 SH SOLE 0 0 35,065
ISHARES TR SHRT NAT MUN ETF 464288158 738,975 6,982 SH SOLE 0 0 6,982
ISHARES TR CORE S&P SCP ETF 464287804 285,690 2,442 SH SOLE 0 0 2,442
ISHARES TR IBONDS 27 ETF 46435UAA9 2,760,166 114,056 SH SOLE 0 0 114,056
ISHARES TR CORE MSCI INTL 46435G326 3,735,476 53,425 SH SOLE 0 0 53,425
ISHARES TR IBDS DEC28 ETF 46435U515 2,547,945 100,789 SH SOLE 0 0 100,789
ISHARES TR IBONDS DEC 28 46435U325 366,404 14,397 SH SOLE 0 0 14,397
ISHARES TR EAFE GRWTH ETF 464288885 223,692 2,100 SH SOLE 0 0 2,100
ISHARES TR IBONDS 29 TRM TS 46436E825 1,560,812 71,828 SH SOLE 0 0 71,828
ISHARES TR RUS MD CP GR ETF 464287481 441,531 3,620 SH SOLE 0 0 3,620
ISHARES TR IBONDS 2026 TERM 46436E528 4,231,880 181,782 SH SOLE 0 0 181,782
ISHARES TR IBOND DEC 2030 46436E593 1,601,654 81,509 SH SOLE 0 0 81,509
ISHARES TR MSCI USA MIN VOL 46429B697 901,656 9,735 SH SOLE 0 0 9,735
ISHARES TR IBONDS DEC 2029 46436E163 623,442 24,681 SH SOLE 0 0 24,681
ISHARES TR RUS MID CAP ETF 464287499 254,119 2,839 SH SOLE 0 0 2,839
ISHARES TR CORE S&P500 ETF 464287200 2,933,401 4,996 SH SOLE 0 0 4,996
ISHARES TR NATIONAL MUN ETF 464288414 807,796 7,506 SH SOLE 0 0 7,506
ISHARES TR CORE S&P MCP ETF 464287507 834,661 13,165 SH SOLE 0 0 13,165
JPMORGAN CHASE FINL CO LLC CAL LKD 44 48133Q309 4,359,764 149,975 SH SOLE 0 0 149,975
META PLATFORMS INC CL A 30303M102 1,267,041 2,146 SH SOLE 0 0 2,146
MICROSOFT CORP COM 594918104 2,902,125 6,924 SH SOLE 0 0 6,924
NUVEEN MUN HIGH INCOME OPPOR COM 670682103 227,546 19,718 SH SOLE 0 0 19,718
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 1,023,788 79,425 SH SOLE 0 0 79,425
NVIDIA CORPORATION COM 67066G104 814,199 5,897 SH SOLE 0 0 5,897
REPUBLIC SVCS INC COM 760759100 406,190 1,974 SH SOLE 0 0 1,974
SALESFORCE INC COM 79466L302 570,156 1,955 SH SOLE 0 0 1,955
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3,735,785 143,739 SH SOLE 0 0 143,739
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 858,721 38,047 SH SOLE 0 0 38,047
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 547,827 26,960 SH SOLE 0 0 26,960
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 835,003 36,210 SH SOLE 0 0 36,210
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 583,931 19,943 SH SOLE 0 0 19,943
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 286,915 10,560 SH SOLE 0 0 10,560
SCHWAB STRATEGIC TR US REIT ETF 808524847 441,371 19,478 SH SOLE 0 0 19,478
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1,281,850 45,585 SH SOLE 0 0 45,585
SCHWAB STRATEGIC TR MUN BD ETF 808524649 288,564 11,120 SH SOLE 0 0 11,120
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 1,909,743 58,870 SH SOLE 0 0 58,870
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3,539,100 15,136 SH SOLE 0 0 15,136
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,919,561 46,355 SH SOLE 0 0 46,355
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2,528,007 68,122 SH SOLE 0 0 68,122
SPDR S&P 500 ETF TR TR UNIT 78462F103 434,734 744 SH SOLE 0 0 744
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1,066,225 1,840 SH SOLE 0 0 1,840
SPDR SER TR NUVEEN BLMBRG SH 78468R739 219,132 4,570 SH SOLE 0 0 4,570
SPDR SER TR PORTFOLIO S&P400 78464A847 7,733,228 139,062 SH SOLE 0 0 139,062
SPDR SER TR PORTFOLIO S&P600 78468R853 1,950,455 42,886 SH SOLE 0 0 42,886
SPDR SER TR PORTFOLIO S&P500 78464A854 271,581 3,952 SH SOLE 0 0 3,952
SPDR SER TR PRTFLO S&P500 VL 78464A508 3,388,376 63,275 SH SOLE 0 0 63,275
TESLA INC COM 88160R101 242,172 1,105 SH SOLE 0 0 1,105
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,903,203 10,069 SH SOLE 0 0 10,069
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 1,221,034 6,570 SH SOLE 0 0 6,570
VANGUARD INDEX FDS SMALL CP ETF 922908751 407,817 1,695 SH SOLE 0 0 1,695
VANGUARD INDEX FDS MID CAP ETF 922908629 1,654,218 6,155 SH SOLE 0 0 6,155
VANGUARD INDEX FDS LARGE CAP ETF 922908637 861,576 3,211 SH SOLE 0 0 3,211
VANGUARD INDEX FDS VALUE ETF 922908744 8,282,848 46,688 SH SOLE 0 0 46,688
VANGUARD INDEX FDS GROWTH ETF 922908736 4,356,394 11,109 SH SOLE 0 0 11,109
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,056,368 16,910 SH SOLE 0 0 16,910
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,115,379 190,221 SH SOLE 0 0 190,221
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1,147,943 9,511 SH DFND 0 0 9,511
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,346,340 26,597 SH SOLE 0 0 26,597
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 433,898 2,065 SH SOLE 0 0 2,065
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 703,211 3,493 SH SOLE 0 0 3,493
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10,630,112 204,033 SH SOLE 0 0 204,033
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,863,299 14,228 SH SOLE 0 0 14,228
WISDOMTREE TR EMG MKTS SMCAP 97717W281 354,979 6,718 SH SOLE 0 0 6,718