3M CO COM 88579Y101 207679 1430 SH SOLE 0 0 0 1430 AMAZON COM INC COM 023135106 651885 3130 SH SOLE 0 0 0 3130 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2379205 29526 SH SOLE 0 0 0 29526 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 177653 700 SH Call SOLE 0 0 0 700 APPLE INC COM 037833100 507580 2000 SH Call SOLE 0 0 0 2000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 253790 1000 SH Call SOLE 0 0 0 1000 APPLE INC COM 037833100 1153729 4546 SH SOLE 0 0 0 4546 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 411154 858 SH SOLE 0 0 0 858 BROADCOM INC COM 11135F101 470455 1520 SH SOLE 0 0 0 1520 CATERPILLAR INC COM 149123101 206870 292 SH SOLE 0 0 0 292 CISCO SYS INC COM 17275R102 280953 3621 SH SOLE 0 0 0 3621 CITIGROUP INC COM NEW 172967424 433793 3825 SH SOLE 0 0 0 3825 DIGITAL RLTY TR INC COM 253868103 2866420 15906 SH SOLE 0 0 0 15906 EATON CORP PLC SHS G29183103 268968 752 SH SOLE 0 0 0 752 EXXON MOBIL CORP COM 30231G102 484040 2853 SH SOLE 0 0 0 2853 FIRST TR EXCHANGE TRADED FD NASD TECH DIV 33738R118 3189310 34052 SH SOLE 0 0 0 34052 GE AEROSPACE COM NEW 369604301 204314 720 SH SOLE 0 0 0 720 GE VERNOVA INC COM 36828A101 271472 311 SH SOLE 0 0 0 311 HOME DEPOT INC COM 437076102 289752 881 SH SOLE 0 0 0 881 INTERNATIONAL BUSINESS MACHS COM 459200101 370372 1528 SH SOLE 0 0 0 1528 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6610876 34446 SH SOLE 0 0 0 34446 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 1215522 16166 SH SOLE 0 0 0 16166 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 3634282 35158 SH SOLE 0 0 0 35158 INVESCO QQQ TR UNIT SER 1 46090E103 1901808 3295 SH SOLE 0 0 0 3295 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1421617 37002 SH SOLE 0 0 0 37002 ISHARES GOLD TR ISHARES NEW 464285204 2994002 33961 SH SOLE 0 0 0 33961 ISHARES TR EAFE VALUE ETF 464288877 1238522 16658 SH SOLE 0 0 0 16658 ISHARES TR EAFE GRWTH ETF 464288885 4040169 36277 SH SOLE 0 0 0 36277 ISHARES TR S&P 500 VAL ETF 464287408 283152 1341 SH SOLE 0 0 0 1341 ISHARES TR S&P 500 GRWT ETF 464287309 315690 2791 SH SOLE 0 0 0 2791 ISHARES TR MSCI INTL QUALTY 46434V456 200037 4327 SH SOLE 0 0 0 4327 ISHARES TR IBOXX HI YD ETF 464288513 3915386 49213 SH SOLE 0 0 0 49213 ISHARES TR PFD AND INCM SEC 464288687 3860918 127339 SH SOLE 0 0 0 127339 ISHARES TR INTL SEL DIV ETF 464288448 1287568 30253 SH SOLE 0 0 0 30253 JOHNSON & JOHNSON COM 478160104 458325 1875 SH SOLE 0 0 0 1875 JOHNSON CONTROLS INTERNATION SHS G51502105 328554 2509 SH SOLE 0 0 0 2509 LOCKHEED MARTIN CORP COM 539830109 207910 344 SH SOLE 0 0 0 344 META PLATFORMS INC CL A 30303M102 420516 735 SH SOLE 0 0 0 735 MICROSOFT CORP COM 594918104 352032 951 SH SOLE 0 0 0 951 NETFLIX INC. COM 64110L106 605553 6298 SH SOLE 0 0 0 6298 NEWMONT CORP COM 651639106 315224 2912 SH SOLE 0 0 0 2912 NEXTERA ENERGY INC COM 65339F101 233965 2519 SH SOLE 0 0 0 2519 PARKER-HANNIFIN CORP COM 701094104 238134 266 SH SOLE 0 0 0 266 PROCTER & GAMBLE CO COM 742718109 305202 2113 SH SOLE 0 0 0 2113 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1655892 53973 SH SOLE 0 0 0 53973 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4918433 184834 SH SOLE 0 0 0 184834 SCHWAB STRATEGIC TR US REIT ETF 808524847 2647418 123193 SH SOLE 0 0 0 123193 SSGA ACTIVE ETF TR STATE STREET BLA 78467V608 1198259 29852 SH SOLE 0 0 0 29852 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1507197 19222 SH SOLE 0 0 0 19222 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6469536 83824 SH SOLE 0 0 0 83824 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2796251 40655 SH SOLE 0 0 0 40655 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5502109 114508 SH SOLE 0 0 0 114508 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4199952 16320 SH SOLE 0 0 0 16320 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2771018 15037 SH SOLE 0 0 0 15037 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4524051 7571 SH SOLE 0 0 0 7571 VANGUARD INDEX FDS SMALL CP ETF 922908751 4146979 15833 SH SOLE 0 0 0 15833 VANGUARD INDEX FDS GROWTH ETF 922908736 2223261 5090 SH SOLE 0 0 0 5090 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1683533 5570 SH SOLE 0 0 0 5570 VANGUARD INDEX FDS VALUE ETF 922908744 1988487 10135 SH SOLE 0 0 0 10135 VANGUARD INDEX FDS MID CAP ETF 922908629 8559687 29806 SH SOLE 0 0 0 29806 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1021075 4700 SH SOLE 0 0 0 4700 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2301611 42583 SH SOLE 0 0 0 42583 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3314133 66349 SH SOLE 0 0 0 66349 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9459235 114311 SH SOLE 0 0 0 114311 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2509292 31655 SH SOLE 0 0 0 31655 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 4588256 61406 SH SOLE 0 0 0 61406 VANGUARD STAR FDS VG TL INTL STK F 921909768 4913835 63725 SH SOLE 0 0 0 63725 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5275258 82323 SH SOLE 0 0 0 82323 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1775275 11987 SH SOLE 0 0 0 11987 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 2343819 35680 SH SOLE 0 0 0 35680 VANGUARD WORLD FD MATERIALS ETF 92204A801 2263090 10043 SH SOLE 0 0 0 10043 VISA INC COM CL A 92826C839 408628 1352 SH SOLE 0 0 0 1352