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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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 884 7,814 SH SOLE 0 4,688 0 3,126
ABBVIE INC COM 00287Y109 1,295 7,285 SH SOLE 0 4,371 0 2,914
AIR PRODS & CHEMS INC COM 009158106 522 1,800 SH SOLE 0 1,080 0 720
ALPHABET INC CAP STK CL C 02079K107 2,019 10,604 SH SOLE 0 6,362 0 4,242
ALPHABET INC CAP STK CL A 02079K305 18,250 96,407 SH SOLE 0 57,844 0 38,563
ALTRIA GROUP INC COM 02209S103 842 16,099 SH SOLE 0 9,659 0 6,440
AMAZON COM INC COM 023135106 6,261 28,538 SH SOLE 0 17,123 0 11,415
AMERICAN EXPRESS CO COM 025816109 712 2,398 SH SOLE 0 1,439 0 959
ELEVANCE HEALTH INC COM 036752103 5,317 14,413 SH SOLE 0 8,648 0 5,765
APPLE INC COM 037833100 22,402 89,458 SH SOLE 0 53,675 0 35,783
APPLIED MATLS INC COM 038222105 482 2,965 SH SOLE 0 1,779 0 1,186
BANK AMERICA CORP COM 060505104 11,283 256,733 SH SOLE 0 154,040 0 102,693
BOEING CO COM 097023105 299 1,687 SH SOLE 0 1,012 0 675
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,316 49,079 SH SOLE 0 29,447 0 19,632
BRISTOL-MYERS SQUIBB CO COM 110122108 253 4,477 SH SOLE 0 2,686 0 1,791
BUMBLE INC COM CL A 12047B105 3,960 486,446 SH SOLE 0 291,868 0 194,578
CSX CORP COM 126408103 370 11,470 SH SOLE 0 6,882 0 4,588
CAPITAL ONE FINL CORP COM 14040H105 1,151 6,455 SH SOLE 0 3,873 0 2,582
CARLYLE GROUP INC COM 14316J108 288 5,700 SH SOLE 0 3,420 0 2,280
CAVCO INDS INC DEL COM 149568107 5,682 12,733 SH SOLE 0 7,640 0 5,093
CENTENE CORP DEL COM 15135B101 5,056 83,459 SH SOLE 0 50,075 0 33,384
CITIGROUP INC COM NEW 172967424 5,538 78,681 SH SOLE 0 47,209 0 31,472
COCA COLA CO COM 191216100 536 8,615 SH SOLE 0 5,169 0 3,446
CONOCOPHILLIPS COM 20825C104 1,099 11,085 SH SOLE 0 6,651 0 4,434
DISNEY WALT CO COM 254687106 366 3,289 SH SOLE 0 1,973 0 1,316
DOCUSIGN INC COM 256163106 4,122 45,835 SH SOLE 0 27,501 0 18,334
EXPEDIA GROUP INC COM NEW 30212P303 7,856 42,163 SH SOLE 0 25,298 0 16,865
EXXON MOBIL CORP COM 30231G102 1,672 15,540 SH SOLE 0 9,324 0 6,216
META PLATFORMS INC CL A 30303M102 16,123 27,536 SH SOLE 0 16,522 0 11,014
FISERV INC COM 337738108 989 4,815 SH SOLE 0 2,889 0 1,926
GE AEROSPACE COM NEW 369604301 329 1,970 SH SOLE 0 1,182 0 788
GENERAL MLS INC COM 370334104 255 4,000 SH SOLE 0 2,400 0 1,600
GOLDMAN SACHS GROUP INC COM 38141G104 10,875 18,991 SH SOLE 0 11,395 0 7,596
HOME DEPOT INC COM 437076102 6,889 17,710 SH SOLE 0 10,626 0 7,084
HONEYWELL INTL INC COM 438516106 609 2,695 SH SOLE 0 1,617 0 1,078
INTEL CORP COM 458140100 256 12,789 SH SOLE 0 7,673 0 5,116
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137v357 341 1,949 SH SOLE 0 1,169 0 780
ISHARES TR CORE S&P500 ETF 464287200 877 1,490 SH SOLE 0 894 0 596
JPMORGAN CHASE & CO. COM 46625H100 2,035 8,490 SH SOLE 0 5,094 0 3,396
JOHNSON & JOHNSON COM 478160104 1,080 7,469 SH SOLE 0 4,481 0 2,988
L3HARRIS TECHNOLOGIES INC COM 502431109 336 1,600 SH SOLE 0 960 0 640
ELI LILLY & CO COM 532457108 1,202 1,557 SH SOLE 0 934 0 623
LOWES COS INC COM 548661107 1,879 7,613 SH SOLE 0 4,568 0 3,045
MCDONALDS CORP COM 580135101 844 2,911 SH SOLE 0 1,747 0 1,164
MERCK & CO INC COM 58933Y105 848 8,521 SH SOLE 0 5,113 0 3,408
METHANEX CORP COM 59151K108 5,892 117,981 SH SOLE 0 70,789 0 47,192
MICROSOFT CORP COM 594918104 19,585 46,464 SH SOLE 0 27,878 0 18,586
MONDELEZ INTL INC CL A 609207105 641 10,725 SH SOLE 0 6,435 0 4,290
MOODYS CORP COM 615369105 1,326 2,801 SH SOLE 0 1,681 0 1,120
MORGAN STANLEY COM NEW 617446448 9,589 76,270 SH SOLE 0 45,762 0 30,508
NETFLIX INC COM 64110L106 7,349 8,245 SH SOLE 0 4,947 0 3,298
NORFOLK SOUTHN CORP COM 655844108 786 3,347 SH SOLE 0 2,008 0 1,339
ONEOK INC NEW COM 682680103 301 3,000 SH SOLE 0 1,800 0 1,200
PAYCHEX INC COM 704326107 6,635 47,316 SH SOLE 0 28,390 0 18,926
PAYPAL HLDGS INC COM 70450Y103 230 2,700 SH SOLE 0 1,620 0 1,080
PEPSICO INC COM 713448108 1,578 10,377 SH SOLE 0 6,226 0 4,151
PFIZER INC COM 717081103 526 19,810 SH SOLE 0 11,886 0 7,924
PHILIP MORRIS INTL INC COM 718172109 1,950 16,204 SH SOLE 0 9,722 0 6,482
PHILLIPS 66 COM 718546104 665 5,841 SH SOLE 0 3,505 0 2,336
PROCTER AND GAMBLE CO COM 742718109 1,366 8,150 SH SOLE 0 4,890 0 3,260
REGIONS FINANCIAL CORP NEW COM 7591EP100 203 8,650 SH SOLE 0 5,190 0 3,460
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,813 3,094 SH SOLE 0 1,856 0 1,238
SCHWAB CHARLES CORP COM 808513105 9,157 123,731 SH SOLE 0 74,239 0 49,492
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5,144 184,564 SH SOLE 0 110,738 0 73,826
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3,500 134,270 SH SOLE 0 80,562 0 53,708
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1,141 23,604 SH SOLE 0 14,163 0 9,441
SNAP INC CL A 83304A106 3,845 356,987 SH SOLE 0 214,192 0 142,795
THOMSON REUTERS CORP COM 884903808 311 1,939 SH SOLE 0 1,163 0 776
3M CO COM 88579Y101 261 2,020 SH SOLE 0 1,212 0 808
TOAST INC CL A 888787108 8,203 225,057 SH SOLE 0 135,034 0 90,023
TRUST FOR PROFESSIONAL MANAG CROSSINGBRDG PRE 89834G778 0 29,839 SH SOLE 0 17,903 0 11,936
UBER TECHNOLOGIES INC COM 90353T100 11,526 191,078 SH SOLE 0 114,647 0 76,431
UNION PAC CORP COM 907818108 650 2,851 SH SOLE 0 1,711 0 1,140
UNITEDHEALTH GROUP INC COM 91324P102 1,581 3,125 SH SOLE 0 1,875 0 1,250
VALERO ENERGY CORP COM 91913Y100 6,748 55,045 SH SOLE 0 33,027 0 22,018
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 259 5,423 SH SOLE 0 3,254 0 2,169
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 213 841 SH SOLE 0 505 0 336
VISA INC COM CL A 92826C839 1,346 4,259 SH SOLE 0 2,555 0 1,704
WALMART INC COM 931142103 348 3,849 SH SOLE 0 2,310 0 1,539
YUM BRANDS INC COM 988498101 213 1,585 SH SOLE 0 951 0 634
AON PLC SHS CL A G0403H108 323 900 SH SOLE 0 540 0 360
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,551 18,623 SH SOLE 0 11,174 0 7,449
EATON CORP PLC SHS G29183103 638 1,923 SH SOLE 0 1,154 0 769
CHUBB LIMITED COM H1467J104 5,168 18,703 SH SOLE 0 11,222 0 7,481
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,077 54,900 SH SOLE 0 32,940 0 21,960