APPLE INC COM 037833100 427581 1685 SH SOLE 1164 0 521 BROOKFIELD CORP CL A LTD VT SH 11271J107 461358 11400 SH SOLE 0 0 11400 CHEVRON CORPORATION COM 166764100 1661614 8031 SH SOLE 0 0 8031 EXXON MOBIL CORP COM 30231G102 1048159 6178 SH SOLE 0 0 6178 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 585401 9917 SH SOLE 5595 0 4322 INTERNATIONAL BUSINESS MACHS COM 459200101 381522 1574 SH SOLE 0 0 1574 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 2327460 101282 SH SOLE 65806 0 35476 ISHARES GOLD TR ISHARES NEW 464285204 7391246 83839 SH SOLE 52549 0 31290 ISHARES TR CORE S&P MCP ETF 464287507 11414644 169031 SH SOLE 106467 0 62564 ISHARES TR CORE S&P SCP ETF 464287804 11408546 91775 SH SOLE 57731 0 34044 ISHARES TR IBOXX INV CP ETF 464287242 6118799 56141 SH SOLE 34219 0 21922 ISHARES TR ULTRA SHORT DUR 46434V878 7777295 153641 SH SOLE 95124 0 58517 ISHARES TR 0-3 MNTH TREASRY 46436E718 3266417 32450 SH SOLE 6328 0 26122 ISHARES TR CORE S&P500 ETF 464287200 297534 455 SH SOLE 0 0 455 JPMORGAN CHASE & CO COM 46625H100 327106 1112 SH SOLE 914 0 198 KKR & CO INC COM 48251W104 278425 3010 SH SOLE 0 0 3010 MICROSOFT CORP COM 594918104 272461 736 SH SOLE 548 0 188 SPDR SERIES TRUST STATE STREET SPD 78464A649 12976437 506496 SH SOLE 309475 0 197021 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6138471 89248 SH SOLE 54469 0 34779 VANGUARD INDEX FDS GROWTH ETF 922908736 22305696 51067 SH SOLE 32550 0 18517 VANGUARD INDEX FDS VALUE ETF 922908744 28499538 145258 SH SOLE 92122 0 53136 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16054529 297031 SH SOLE 186771 0 110260 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 7343708 147198 SH SOLE 96482 0 50716 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 16183890 252558 SH SOLE 158887 0 93671