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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 397 | 137 | SH | SOLE | 0 | 0 | 137 | ||
AMAZON COM INC | COM | 023135106 | 513 | 154 | SH | SOLE | 0 | 0 | 154 | ||
APPLE INC | COM | 037833100 | 2,433 | 13,699 | SH | SOLE | 0 | 0 | 13,699 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,829 | 6,117 | SH | SOLE | 0 | 0 | 6,117 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 943 | 1,661 | SH | SOLE | 0 | 0 | 1,661 | ||
EDISON INTL | COM | 281020107 | 955 | 13,991 | SH | SOLE | 0 | 0 | 13,991 | ||
EXXON MOBIL CORP | COM | 30231G102 | 202 | 3,293 | SH | SOLE | 0 | 0 | 3,293 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 383 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
HOME DEPOT INC | COM | 437076102 | 1,502 | 3,619 | SH | SOLE | 0 | 0 | 3,619 | ||
HONEYWELL INTL INC | COM | 438516106 | 254 | 1,216 | SH | SOLE | 0 | 0 | 1,216 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 762 | 10,467 | SH | SOLE | 0 | 0 | 10,467 | ||
ISHARES TR | MSCI USA MULTIFT | 46434V282 | 363 | 7,807 | SH | SOLE | 0 | 0 | 7,807 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 252 | 1,589 | SH | SOLE | 0 | 0 | 1,589 | ||
KRANESHARES TR | QUADRTC INT RT | 500767736 | 16,333 | 608,289 | SH | SOLE | 0 | 0 | 608,289 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 1,053 | 12,031 | SH | SOLE | 0 | 0 | 12,031 | ||
META PLATFORMS INC | CL A | 30303M102 | 220 | 655 | SH | SOLE | 0 | 0 | 655 | ||
MICROSOFT CORP | COM | 594918104 | 1,440 | 4,280 | SH | SOLE | 0 | 0 | 4,280 | ||
NVIDIA CORPORATION | COM | 67066G104 | 419 | 1,423 | SH | SOLE | 0 | 0 | 1,423 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 435 | 2,662 | SH | SOLE | 0 | 0 | 2,662 | ||
RA MED SYS INC | COM | 74933X203 | 17 | 10,800 | SH | SOLE | 0 | 0 | 10,800 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 8,506 | 287,168 | SH | SOLE | 0 | 0 | 287,168 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 18,270 | 470,022 | SH | SOLE | 0 | 0 | 470,022 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 223 | 5,437 | SH | SOLE | 0 | 0 | 5,437 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 808524789 | 5,607 | 96,609 | SH | SOLE | 0 | 0 | 96,609 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 1,966 | 33,552 | SH | SOLE | 0 | 0 | 33,552 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 625 | 19,219 | SH | SOLE | 0 | 0 | 19,219 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 383 | 7,523 | SH | SOLE | 0 | 0 | 7,523 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 2,396 | 44,446 | SH | SOLE | 0 | 0 | 44,446 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 236 | 2,085 | SH | SOLE | 0 | 0 | 2,085 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 809 | 4,939 | SH | SOLE | 0 | 0 | 4,939 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 2,432 | 21,368 | SH | SOLE | 0 | 0 | 21,368 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 408 | 7,744 | SH | SOLE | 0 | 0 | 7,744 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 826 | 8,066 | SH | SOLE | 0 | 0 | 8,066 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 355 | 2,074 | SH | SOLE | 0 | 0 | 2,074 | ||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 1,301 | 27,487 | SH | SOLE | 0 | 0 | 27,487 | ||
TESLA INC | COM | 88160R101 | 250 | 237 | SH | SOLE | 0 | 0 | 237 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 29,198 | 66,881 | SH | SOLE | 0 | 0 | 66,881 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 268 | 1,110 | SH | SOLE | 0 | 0 | 1,110 |