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
3M CO COM 88579Y101 2,308,634 15,720 SH SOLE 18 0 15,702
ALPHABET INC CAP STK CL C 02079K107 385,393 2,467 SH SOLE 136 0 2,331
ALPHABET INC CAP STK CL A 02079K305 715,744 4,628 SH SOLE 350 0 4,278
AMAZON COM INC COM 023135106 716,717 3,767 SH SOLE 738 0 3,029
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 260,057 3,988 SH SOLE 3,988 0 0
AMGEN INC COM 031162100 224,004 719 SH SOLE 113 0 606
ANNOVIS BIO INC COM 03615A108 62,411 41,607 SH SOLE 0 0 41,607
APPLE INC COM 037833100 12,695,718 57,154 SH SOLE 44,159 0 12,995
AUTOMATIC DATA PROCESSING IN COM 053015103 449,769 1,472 SH SOLE 1,271 0 201
BANK AMERICA CORP COM 060505104 654,985 15,696 SH SOLE 187 0 15,509
BANK NEW YORK MELLON CORP COM 064058100 226,013 2,695 SH SOLE 24 0 2,671
BERKSHIRE HATHAWAY INC DEL CL A 084670108 7,984,416 10 SH SOLE 0 0 10
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,605,937 10,526 SH SOLE 1,493 0 9,033
BROADCOM INC COM 11135F101 221,989 1,326 SH SOLE 124 0 1,202
CARLISLE COS INC COM 142339100 2,180,222 6,403 SH SOLE 0 0 6,403
CARRIER GLOBAL CORPORATION COM 14448C104 253,220 3,994 SH SOLE 38 0 3,956
CATERPILLAR INC COM 149123101 277,389 841 SH SOLE 14 0 827
CENCORA INC COM 03073E105 1,013,638 3,645 SH SOLE 11 0 3,634
CHEVRON CORP NEW COM 166764100 646,711 3,866 SH SOLE 305 0 3,561
CISCO SYS INC COM 17275R102 279,395 4,528 SH SOLE 573 0 3,955
COCA COLA CO COM 191216100 493,473 6,890 SH SOLE 337 0 6,553
COLGATE PALMOLIVE CO COM 194162103 322,658 3,444 SH SOLE 650 0 2,794
COSTCO WHSL CORP NEW COM 22160K105 1,157,598 1,224 SH SOLE 13 0 1,211
CUMMINS INC COM 231021106 260,492 831 SH SOLE 3 0 828
CVS HEALTH CORP COM 126650100 281,309 4,152 SH SOLE 13 0 4,139
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 35,019,917 849,792 SH SOLE 216,992 0 632,800
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 200,899 7,668 SH SOLE 7,198 0 470
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 11,797,664 455,684 SH SOLE 282,421 0 173,263
DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 35,176,454 1,361,318 SH SOLE 538,685 0 822,633
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 248,135 10,439 SH SOLE 10,439 0 0
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 25,385,438 966,696 SH SOLE 384,814 0 581,882
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 3,791,363 79,701 SH SOLE 10,737 0 68,964
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 9,606,895 160,785 SH SOLE 116,007 0 44,778
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 15,983,970 522,864 SH SOLE 371,863 0 151,001
DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1,290,014 33,559 SH SOLE 29,278 0 4,281
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 16,692,516 424,098 SH SOLE 148,389 0 275,709
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,110,969 67,594 SH SOLE 46,541 0 21,053
DISNEY WALT CO COM 254687106 786,583 7,969 SH SOLE 236 0 7,733
ECOLAB INC COM 278865100 224,118 884 SH SOLE 7 0 877
ELI LILLY & CO COM 532457108 7,752,750 9,387 SH SOLE 23 0 9,364
EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 292102100 127,326 16,408 SH SOLE 16,408 0 0
EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 138,706 16,474 SH SOLE 16,474 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 284,420 8,331 SH SOLE 200 0 8,131
EXXON MOBIL CORP COM 30231G102 2,860,786 24,054 SH SOLE 1,277 0 22,777
FS KKR CAP CORP COM 302635206 467,904 22,334 SH SOLE 691 0 21,643
GE AEROSPACE COM NEW 369604301 777,197 3,883 SH SOLE 197 0 3,686
GE VERNOVA INC COM 36828A101 309,250 1,013 SH SOLE 47 0 966
GILEAD SCIENCES INC COM 375558103 400,064 3,570 SH SOLE 332 0 3,238
GOLDMAN SACHS GROUP INC COM 38141G104 1,421,501 2,602 SH SOLE 2,234 0 368
HERSHEY CO COM 427866108 1,719,072 10,051 SH SOLE 100 0 9,951
INTERNATIONAL BUSINESS MACHS COM 459200101 602,147 2,422 SH SOLE 489 0 1,933
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 46137V738 423,661 7,119 SH SOLE 7,119 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 90,970 194 SH OTR 0 0 194
INVESCO QQQ TR UNIT SER 1 46090E103 68,764,172 146,643 SH SOLE 55,772 0 90,871
ISHARES GOLD TR ISHARES NEW 464285204 754,511 12,797 SH SOLE 12,797 0 0
ISHARES INC ESG AWR MSCI EM 46434G863 1,919,225 54,914 SH SOLE 29,953 0 24,961
ISHARES INC CORE MSCI EMKT 46434G103 35,132,520 650,964 SH SOLE 240,229 0 410,735
ISHARES INC CORE MSCI EMKT 46434G103 29,630 549 SH OTR 0 0 549
ISHARES TR RUS MD CP GR ETF 464287481 26,670 227 SH OTR 0 0 227
ISHARES TR CORE US AGGBD ET 464287226 70,629 714 SH OTR 0 0 714
ISHARES TR RUS MDCP VAL ETF 464287473 27,308,049 216,782 SH SOLE 70,435 0 146,347
ISHARES TR RUS 2000 GRW ETF 464287648 12,521 49 SH OTR 0 0 49
ISHARES TR S&P 500 GRWT ETF 464287309 7,500,753 80,801 SH SOLE 42,748 0 38,053
ISHARES TR CORE 1 5 YR USD 46432F859 8,659,026 179,090 SH SOLE 102,589 0 76,501
ISHARES TR SHRT NAT MUN ETF 464288158 1,613,331 15,278 SH SOLE 12,557 0 2,721
ISHARES TR INTL EQTY FACTOR 46434V274 347,882 11,280 SH SOLE 3,706 0 7,574
ISHARES TR CORE S&P MCP ETF 464287507 7,596,270 130,185 SH SOLE 96,931 0 33,254
ISHARES TR NATIONAL MUN ETF 464288414 593,323 5,627 SH SOLE 5,627 0 0
ISHARES TR RUS MD CP GR ETF 464287481 42,394,645 360,836 SH SOLE 125,582 0 235,254
ISHARES TR ISHS 5-10YR INVT 464288638 926,203 17,635 SH SOLE 4,945 0 12,690
ISHARES TR CORE S&P MCP ETF 464287507 26,491 454 SH OTR 0 0 454
ISHARES TR EAFE GRWTH ETF 464288885 15,000 150 SH OTR 0 0 150
ISHARES TR IBOXX INV CP ETF 464287242 59,780 550 SH OTR 0 0 550
ISHARES TR CORE US AGGBD ET 464287226 9,832,688 99,400 SH SOLE 59,730 0 39,670
ISHARES TR 0-3 MNTH TREASRY 46436E718 454,566 4,515 SH SOLE 4,515 0 0
ISHARES TR S&P 500 VAL ETF 464287408 70,896 372 SH OTR 0 0 372
ISHARES TR 1 3 YR TREAS BD 464287457 45,253 547 SH OTR 0 0 547
ISHARES TR MSCI ACWI ETF 464288257 4,736,429 40,695 SH SOLE 22,169 0 18,526
ISHARES TR CORE S&P TTL STK 464287150 1,374,084 11,262 SH SOLE 11,080 0 182
ISHARES TR EAFE SML CP ETF 464288273 1,570,500 24,721 SH SOLE 9,389 0 15,332
ISHARES TR CORE S&P500 ETF 464287200 36,958,807 65,774 SH SOLE 45,813 0 19,961
ISHARES TR CORE MSCI TOTAL 46432F834 3,326,491 47,651 SH SOLE 43,944 0 3,707
ISHARES TR RUS 1000 ETF 464287622 27,764,652 90,515 SH SOLE 29,749 0 60,766
ISHARES TR 1 3 YR TREAS BD 464287457 2,797,935 33,820 SH SOLE 16,510 0 17,310
ISHARES TR EAFE SML CP ETF 464288273 15,120 238 SH OTR 0 0 238
ISHARES TR CORE S&P500 ETF 464287200 164,637 293 SH OTR 0 0 293
ISHARES TR 0-5YR INVT GR CP 46434V100 1,173,365 23,336 SH SOLE 21,555 0 1,781
ISHARES TR CORE S&P SCP ETF 464287804 12,548 120 SH OTR 0 0 120
ISHARES TR ISHARES BIOTECH 464287556 354,155 2,769 SH SOLE 2,769 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 405,058 2,030 SH SOLE 1,552 0 478
ISHARES TR RUS 2000 GRW ETF 464287648 836,907 3,275 SH SOLE 1,732 0 1,543
ISHARES TR CORE 1 5 YR USD 46432F859 70,591 1,460 SH OTR 0 0 1,460
ISHARES TR IBOXX INV CP ETF 464287242 3,120,169 28,707 SH SOLE 12,825 0 15,882
ISHARES TR MSCI USA MIN VOL 46429B697 1,545,024 16,497 SH SOLE 6,113 0 10,384
ISHARES TR US SML CAP EQT 46434V290 313,875 5,049 SH SOLE 3,610 0 1,439
ISHARES TR CORE S&P SCP ETF 464287804 3,975,883 38,021 SH SOLE 28,813 0 9,208
ISHARES TR ESG AW MSCI EAFE 46435G516 860,884 10,538 SH SOLE 5,130 0 5,408
ISHARES TR ESG AWRE 1 5 YR 46435G243 4,915,686 196,706 SH SOLE 117,033 0 79,673
ISHARES TR S&P 500 GRWT ETF 464287309 91,530 986 SH OTR 0 0 986
ISHARES TR CORE MSCI EAFE 46432F842 40,280,543 532,459 SH SOLE 333,422 0 199,037
ISHARES TR RUS 1000 GRW ETF 464287614 2,163,895 5,993 SH SOLE 4,441 0 1,552
ISHARES TR CORE S&P US GWT 464287671 622,257 4,897 SH SOLE 4,897 0 0
ISHARES TR EAFE GRWTH ETF 464288885 982,515 9,825 SH SOLE 5,317 0 4,508
ISHARES TR ESG AWR US AGRGT 46435U549 1,310,512 27,601 SH SOLE 10,777 0 16,824
ISHARES TR USD INV GRDE ETF 464288620 449,710 8,804 SH SOLE 8,751 0 53
ISHARES TR S&P MC 400VL ETF 464287705 380,425 3,177 SH SOLE 3,177 0 0
ISHARES TR CORE MSCI EAFE 46432F842 93,579 1,237 SH OTR 0 0 1,237
ISHARES TR ISHS 1-5YR INVS 464288646 2,016,798 38,511 SH SOLE 25,648 0 12,863
ISHARES TR S&P 500 VAL ETF 464287408 6,498,643 34,100 SH SOLE 20,135 0 13,965
ISHARES TR MSCI USA QLT FCT 46432F339 275,667 1,613 SH SOLE 0 0 1,613
ISHARES TR U S EQUITY FACTR 46434V282 4,849,732 83,789 SH SOLE 49,785 0 34,004
ISHARES TR RUS 1000 VAL ETF 464287598 574,676 3,054 SH SOLE 2,289 0 765
ISHARES TR MSCI USA ESG SLC 464288802 1,348,510 11,739 SH SOLE 6,576 0 5,163
ISHARES TR ESG AWARE MSCI 46435U663 1,559,591 40,604 SH SOLE 22,647 0 17,957
ISHARES U S ETF TR SHORT DURATION B 46431W507 45,122 887 SH OTR 0 0 887
ISHARES U S ETF TR SHORT DURATION B 46431W507 2,421,243 47,597 SH SOLE 23,113 0 24,484
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 233,639 4,879 SH SOLE 0 0 4,879
JOHNSON & JOHNSON COM 478160104 3,187,191 19,219 SH SOLE 8,674 0 10,545
JPMORGAN CHASE & CO. COM 46625H100 722,020 2,943 SH SOLE 82 0 2,861
LOCKHEED MARTIN CORP COM 539830109 1,083,272 2,425 SH SOLE 2,251 0 174
MARRIOTT INTL INC NEW CL A 571903202 1,246,354 5,232 SH SOLE 5,195 0 37
MCDONALDS CORP COM 580135101 395,617 1,266 SH SOLE 450 0 816
MERCK & CO INC COM 58933Y105 14,643,738 163,143 SH SOLE 126,740 0 36,403
META PLATFORMS INC CL A 30303M102 1,791,484 3,108 SH SOLE 159 0 2,949
MICROSOFT CORP COM 594918104 5,079,004 13,530 SH SOLE 2,353 0 11,177
NETFLIX INC COM 64110L106 332,913 357 SH SOLE 14 0 343
NEXTERA ENERGY INC COM 65339F101 202,010 2,850 SH SOLE 56 0 2,794
NORFOLK SOUTHN CORP COM 655844108 4,463,950 18,847 SH SOLE 273 0 18,574
NORTHROP GRUMMAN CORP COM 666807102 583,195 1,139 SH SOLE 1 0 1,138
NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1,623,936 42,357 SH SOLE 22,950 0 19,407
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 677,953 16,744 SH SOLE 8,104 0 8,640
NUSHARES ETF TR NUVEEN ESG INTL 67092P805 547,200 17,181 SH SOLE 8,369 0 8,812
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 796,790 10,179 SH SOLE 4,221 0 5,958
NVIDIA CORPORATION COM 67066G104 843,653 7,784 SH SOLE 2,123 0 5,661
ORACLE CORP COM 68389X105 218,407 1,562 SH SOLE 43 0 1,519
ORGANON & CO COMMON STOCK 68622V106 250,993 16,856 SH SOLE 15,969 0 887
OTIS WORLDWIDE CORP COM 68902V107 202,582 1,963 SH SOLE 0 0 1,963
PAYONEER GLOBAL INC COM 70451X104 127,757 17,477 SH SOLE 17,477 0 0
PENUMBRA INC COM 70975L107 228,101 853 SH SOLE 850 0 3
PEPSICO INC COM 713448108 347,505 2,318 SH SOLE 535 0 1,783
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 461,785 25,097 SH SOLE 25,097 0 0
PFIZER INC COM 717081103 387,521 15,293 SH SOLE 174 0 15,119
PGIM ETF TR PGIM ULTRA SH BD 69344A107 321,716 6,469 SH SOLE 0 0 6,469
PHILIP MORRIS INTL INC COM 718172109 212,908 1,341 SH SOLE 45 0 1,296
PNC FINL SVCS GROUP INC COM 693475105 274,966 1,564 SH SOLE 246 0 1,318
PROCTER AND GAMBLE CO COM 742718109 3,944,003 23,143 SH SOLE 320 0 22,823
QUALCOMM INC COM 747525103 374,542 2,438 SH SOLE 21 0 2,417
RTX CORPORATION COM 75513E101 532,418 4,019 SH SOLE 39 0 3,980
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 393,355 19,886 SH SOLE 19,886 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2,866,932 109,425 SH SOLE 108,582 0 843
SOLVENTUM CORP COM SHS 83444M101 298,305 3,923 SH SOLE 0 0 3,923
SPDR GOLD TR GOLD SHS 78463V107 359,887 1,249 SH SOLE 1,249 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 981,934 1,755 SH SOLE 1,293 0 462
SPDR SER TR PORTFOLIO S&P500 78464A854 3,446,880 52,416 SH SOLE 41,055 0 11,361
SPDR SER TR PORTFOLIO SHORT 78464A474 1,517,840 50,426 SH SOLE 43,207 0 7,219
SPDR SER TR PORTFOLIO SH TSR 78468R101 8,813,599 301,423 SH SOLE 253,444 0 47,979
SPDR SER TR S&P DIVID ETF 78464A763 225,350 1,661 SH SOLE 1,661 0 0
STITCH FIX INC COM CL A 860897107 32,500 10,000 SH SOLE 0 0 10,000
SYSCO CORP COM 871829107 288,754 3,848 SH SOLE 3,760 0 88
TESLA INC COM 88160R101 448,088 1,729 SH SOLE 1,279 0 450
THE CIGNA GROUP COM 125523100 313,045 952 SH SOLE 623 0 329
TRANE TECHNOLOGIES PLC SHS G8994E103 562,325 1,669 SH SOLE 668 0 1,001
UNILEVER PLC SPON ADR NEW 904767704 537,856 9,032 SH SOLE 8,959 0 73
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 1,484,319 15,380 SH SOLE 14,934 0 446
VANGUARD BD INDEX FDS INTERMED TERM 921937819 21,624,383 282,413 SH SOLE 254,857 0 27,556
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3,338,448 42,647 SH SOLE 37,251 0 5,396
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,198,124 4,359 SH SOLE 4,359 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 151,157,432 294,132 SH SOLE 122,482 0 171,650
VANGUARD INDEX FDS GROWTH ETF 922908736 6,090,158 16,424 SH SOLE 13,850 0 2,574
VANGUARD INDEX FDS MID CAP ETF 922908629 5,588,475 21,609 SH SOLE 17,309 0 4,300
VANGUARD INDEX FDS SM CP VAL ETF 922908611 1,006,574 5,403 SH SOLE 3,273 0 2,130
VANGUARD INDEX FDS LARGE CAP ETF 922908637 870,200 3,386 SH SOLE 3,386 0 0
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,376,065 8,571 SH SOLE 6,942 0 1,629
VANGUARD INDEX FDS SMALL CP ETF 922908751 619,939 2,795 SH SOLE 2,615 0 180
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 479,227 2,782 SH SOLE 2,782 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 4,329,603 25,065 SH SOLE 22,268 0 2,797
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 473,482 10,461 SH SOLE 9,250 0 1,211
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 683,143 11,262 SH SOLE 8,864 0 2,398
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 214,016 2,617 SH SOLE 293 0 2,324
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24,745,905 313,477 SH SOLE 284,697 0 28,780
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2,653,205 45,207 SH SOLE 29,746 0 15,461
VANGUARD STAR FDS VG TL INTL STK F 921909768 5,712,535 91,989 SH SOLE 87,585 0 4,404
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4,064,681 79,967 SH SOLE 74,413 0 5,554
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 65,059,816 647,297 SH SOLE 271,123 0 376,174
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 422,116 3,273 SH SOLE 2,478 0 795
VANGUARD WORLD FD INF TECH ETF 92204A702 279,312 515 SH SOLE 464 0 51
VANGUARD WORLD FD MEGA CAP INDEX 921910873 892,016 4,430 SH SOLE 4,230 0 200
VANGUARD WORLD FD MEGA GRWTH IND 921910816 761,765 2,466 SH SOLE 2,466 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 263,395 5,807 SH SOLE 806 0 5,001