AMAZON COM INC COM 023135106 652936 2621 SH SOLE 0 0 2621 INVESCO QQQ TR UNIT SER 1 46090E103 846577 1144 SH SOLE 0 0 1144 JOHNSON & JOHNSON COM 478160104 204944 774 SH SOLE 0 0 774 BANK OZK LITTLE ROCK ARK COM 06417N103 1163186 25309 SH SOLE 0 0 25309 GOLDMAN SACHS GROUP INC COM 38141G104 2662400 2957 SH SOLE 0 0 2957 PROCTER & GAMBLE CO COM 742718109 335088 2306 SH SOLE 0 0 2306 GENERAL MILLS INC COM 370334104 661973 20584 SH SOLE 0 0 20584 ATKORE INC COM 047649108 1720660 18160 SH SOLE 0 0 18160 NETFLIX INC. COM 64110L106 391735 5630 SH SOLE 0 0 5630 MERCK & CO INC COM 58933Y105 1600863 11017 SH SOLE 0 0 11017 MASTERCARD INCORPORATED CL A 57636Q104 1119595 2030 SH SOLE 0 0 2030 OKTA INC CL A 679295105 1880317 8992 SH SOLE 0 0 8992 SPDR GOLD TR GOLD SHS 78463V107 835182 2193 SH SOLE 0 0 2193 ERO COPPER CORP COM 296006109 3224757 87892 SH SOLE 0 0 87892 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4657174 46317 SH SOLE 0 0 46317 ALPHABET INC CAP STK CL A 02079K305 5956429 17311 SH SOLE 0 0 17311 INTUIT COM 461202103 1314310 4767 SH SOLE 0 0 4767 MICROSOFT CORP COM 594918104 3677263 7170 SH SOLE 0 0 7170 MASCO CORP COM 574599106 1102170 16353 SH SOLE 0 0 16353 GARMIN LTD SHS H2906T109 978869 3413 SH SOLE 0 0 3413 VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 234789 2994 SH SOLE 0 0 2994 DECKERS OUTDOOR CORP COM 243537107 834144 10675 SH SOLE 0 0 10675 RAMBUS INC DEL COM 750917106 1132190 10605 SH SOLE 0 0 10605 VANGUARD WORLD FD INF TECH ETF 92204A702 221550 1763 SH SOLE 0 0 1763 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 438401 626 SH SOLE 0 0 626 GOLDMAN SACHS ETF TR ULTR SHOR BD ETF 381430230 18278904 362245 SH SOLE 0 0 362245 ISHARES TR RUSSELL 2000 ETF 464287655 6870853 24725 SH SOLE 0 0 24725 TWILIO INC CL A 90138F102 2685075 9181 SH SOLE 0 0 9181 ISHARES TR CORE HIGH DV ETF 46429B663 206205 7375 SH SOLE 0 0 7375 VERTIV HOLDINGS CO COM CL A 92537N108 1564666 6484 SH SOLE 0 0 6484 AFLAC INC COM 001055102 1457326 13037 SH SOLE 0 0 13037 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 258934 520 SH SOLE 0 0 520 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8289112 147441 SH SOLE 0 0 147441 SONY GROUP CORP SPONSORED ADR 835699307 1407991 59838 SH SOLE 0 0 59838 EVERSOURCE ENERGY COM 30040W108 839983 13092 SH SOLE 0 0 13092 VISA INC COM CL A 92826C839 211132 588 SH SOLE 0 0 588 META PLATFORMS INC CL A 30303M102 2297757 3169 SH SOLE 0 0 3169 PALO ALTO NETWORKS INC COM 697435105 2081110 5238 SH SOLE 0 0 5238 TOLL BROTHERS INC COM 889478103 1154000 8564 SH SOLE 0 0 8564 JABIL INC COM 466313103 2560884 8927 SH SOLE 0 0 8927 BROADCOM INC COM 11135F101 2036889 5800 SH SOLE 0 0 5800 EPR PPTYS COM SH BEN INT 26884U109 1026902 18295 SH SOLE 0 0 18295 NVIDIA CORPORATION COM 67066G104 6037343 26436 SH SOLE 0 0 26436 ABBVIE INC COM 00287Y109 2570912 9828 SH SOLE 0 0 9828 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 253943 3620 SH SOLE 0 0 3620 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 382287 838 SH SOLE 0 0 838 FACTSET RESH SYS INC COM 303075105 271300 1005 SH SOLE 0 0 1005 J P MORGAN EXCHANGE TRADED F SUST MUNI IN ETF 46654Q815 247800 5250 SH SOLE 0 0 5250 QUALCOMM INC COM 747525103 1035892 5629 SH SOLE 0 0 5629 MAPLEBEAR INC COM 565394103 915222 21225 SH SOLE 0 0 21225 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 861683 18202 SH SOLE 0 0 18202 AT&T INC COM 00206R102 1603890 65733 SH SOLE 0 0 65733 REDDIT INC CL A 75734B100 861762 6050 SH SOLE 0 0 6050 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 2933109 47693 SH SOLE 0 0 47693 GE VERNOVA INC COM 36828A101 2220624 2336 SH SOLE 0 0 2336 ISHARES TR IBOXX HI YD ETF 464288513 354916 4597 SH SOLE 0 0 4597 ISHARES TR U.S. TECH ETF 464287721 317880 1200 SH SOLE 0 0 1200 GAMING & LEISURE P COM 36467J108 904753 23828 SH SOLE 0 0 23828 NOMURA ETF TR FOCU EM MKTS ETF 555927508 17000273 258855 SH SOLE 0 0 258855 ISHARES TR CORE S&P500 ETF 464287200 7773737 10150 SH SOLE 0 0 10150 SALESFORCE INC COM 79466L302 1375704 5993 SH SOLE 0 0 5993 JPMORGAN CHASE & CO COM 46625H100 2350704 7105 SH SOLE 0 0 7105 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2354429 33344 SH SOLE 0 0 33344 NOMURA ETF TR NATIONAL HIGH YL 555927870 340446 14802 SH SOLE 0 0 14802 TJX COS INC NEW COM 872540109 666445 5037 SH SOLE 0 0 5037 WALMART INC COM 931142103 1542236 14841 SH SOLE 0 0 14841 INTERNATIONAL BUSINESS MACHS COM 459200101 882899 4014 SH SOLE 0 0 4014 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 204831 3454 SH SOLE 0 0 3454 PFIZER INC COM 717081103 1521276 53341 SH SOLE 0 0 53341 KLA CORP COM NEW 482480100 1428447 7328 SH SOLE 0 0 7328 GILEAD SCIENCES INC COM 375558103 816134 5476 SH SOLE 0 0 5476 CATERPILLAR INC COM 149123101 1235644 1524 SH SOLE 0 0 1524 ALPHABET INC CAP STK CL C 02079K107 706969 2075 SH SOLE 0 0 2075 AMGEN INC COM 031162100 1097514 2604 SH SOLE 0 0 2604 ARISTA NETWORKS INC COM SHS 040413205 368091 1808 SH SOLE 0 0 1808 MERCADOLIBRE INC COM 58733R102 712154 412 SH SOLE 0 0 412 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 369498 1584 SH SOLE 0 0 1584 ISHARES TR CORE US AGGBD ET 464287226 310116 3280 SH SOLE 0 0 3280 SYNCHRONY FINANCIAL COM 87165B103 1991511 28061 SH SOLE 0 0 28061 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 9953760 158676 SH SOLE 0 0 158676 BORGWARNER INC COM 099724106 992200 16506 SH SOLE 0 0 16506 LAM RESEARCH CORP COM NEW 512807306 3701825 11269 SH SOLE 0 0 11269 BRISTOL-MYERS SQUIBB CO COM 110122108 1417761 22721 SH SOLE 0 0 22721 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 1495341 37914 SH SOLE 0 0 37914 PAYPAL HLDGS INC COM 70450Y103 687365 13085 SH SOLE 0 0 13085 APPLE INC COM 037833100 8861170 26609 SH SOLE 0 0 26609