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 222,442 1,461 SH SOLE 0 0 1,461
ABBVIE INC COM 00287Y109 525,424 2,831 SH SOLE 0 0 2,831
ADOBE INC COM 00724F101 432,919 1,119 SH SOLE 0 0 1,119
ADT INC DEL COM 00090Q103 156,441 18,470 SH SOLE 0 0 18,470
AGILENT TECHNOLOGIES INC COM 00846U101 273,562 2,318 SH SOLE 0 0 2,318
AIRBNB INC COM CL A 009066101 313,646 2,370 SH SOLE 0 0 2,370
ALPHABET INC CAP STK CL A 02079K305 431,888 2,451 SH SOLE 0 0 2,451
ALPHABET INC CAP STK CL C 02079K107 960,817 5,416 SH SOLE 0 0 5,416
AMAZON COM INC COM 023135106 1,375,647 6,270 SH SOLE 0 0 6,270
AMERICAN INTL GROUP INC COM NEW 026874784 272,176 3,180 SH SOLE 0 0 3,180
AMERICAN TOWER CORP NEW COM 03027X100 523,393 2,368 SH SOLE 0 0 2,368
AMETEK INC COM 031100100 229,859 1,270 SH SOLE 0 0 1,270
AMPHENOL CORP NEW CL A 032095101 415,244 4,205 SH SOLE 0 0 4,205
APPLE INC COM 037833100 3,760,061 18,327 SH SOLE 0 0 18,327
ARISTA NETWORKS INC COM SHS 040413205 491,497 4,804 SH SOLE 0 0 4,804
ARROW ELECTRS INC COM 042735100 262,888 2,063 SH SOLE 0 0 2,063
ATLASSIAN CORPORATION CL A 049468101 294,277 1,449 SH SOLE 0 0 1,449
AUTODESK INC COM 052769106 359,101 1,160 SH SOLE 0 0 1,160
AXIS CAP HLDGS LTD SHS G0692U109 241,310 2,324 SH SOLE 0 0 2,324
BANK NEW YORK MELLON CORP COM 064058100 229,871 2,523 SH SOLE 0 0 2,523
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 471,666 971 SH SOLE 0 0 971
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 2,325,987 42,710 SH SOLE 0 0 42,710
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 415,428 7,862 SH SOLE 0 0 7,862
BLACKSTONE INC COM 09260D107 780,497 5,218 SH SOLE 0 0 5,218
BONDBLOXX ETF TRUST BLOOMBERG TEN YR 09789C812 514,038 11,136 SH SOLE 0 0 11,136
BOOKING HOLDINGS INC COM 09857L108 388,006 67 SH SOLE 0 0 67
BROADCOM INC COM 11135F101 956,478 3,470 SH SOLE 0 0 3,470
CAPITAL ONE FINL CORP COM 14040H105 275,099 1,293 SH SOLE 0 0 1,293
CARMAX INC COM 143130102 237,520 3,534 SH SOLE 0 0 3,534
CHEVRON CORP NEW COM 166764100 359,052 2,508 SH SOLE 0 0 2,508
CISCO SYS INC COM 17275R102 254,420 3,667 SH SOLE 0 0 3,667
CITIGROUP INC COM NEW 172967424 240,903 2,830 SH SOLE 0 0 2,830
CME GROUP INC COM 12572Q105 418,942 1,520 SH SOLE 0 0 1,520
COMFORT SYS USA INC COM 199908104 297,597 555 SH SOLE 0 0 555
COSTCO WHSL CORP NEW COM 22160K105 429,176 434 SH SOLE 0 0 434
CROWN HLDGS INC COM 228368106 257,862 2,504 SH SOLE 0 0 2,504
DATADOG INC CL A COM 23804L103 204,853 1,525 SH SOLE 0 0 1,525
DELTA AIR LINES INC DEL COM NEW 247361702 354,391 7,206 SH SOLE 0 0 7,206
DEVON ENERGY CORP NEW COM 25179M103 262,273 8,245 SH SOLE 0 0 8,245
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 389,937 8,122 SH SOLE 0 0 8,122
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4,449,018 103,876 SH SOLE 0 0 103,876
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7,299,928 135,284 SH SOLE 0 0 135,284
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,114,732 31,103 SH SOLE 0 0 31,103
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 213,470 6,175 SH SOLE 0 0 6,175
DISNEY WALT CO COM 254687106 252,890 2,039 SH SOLE 0 0 2,039
DOORDASH INC CL A 25809K105 500,908 2,032 SH SOLE 0 0 2,032
DRAFTKINGS INC NEW COM CL A 26142V105 236,667 5,518 SH SOLE 0 0 5,518
EATON CORP PLC SHS G29183103 392,047 1,098 SH SOLE 0 0 1,098
EDISON INTL COM 281020107 510,788 9,899 SH SOLE 0 0 9,899
ELI LILLY & CO COM 532457108 212,155 272 SH SOLE 0 0 272
EMCOR GROUP INC COM 29084Q100 217,165 406 SH SOLE 0 0 406
EVERCORE INC CLASS A 29977A105 241,668 895 SH SOLE 0 0 895
EXELIXIS INC COM 30161Q104 232,452 5,274 SH SOLE 0 0 5,274
EXPEDIA GROUP INC COM NEW 30212P303 324,540 1,924 SH SOLE 0 0 1,924
EXTRA SPACE STORAGE INC COM 30225T102 226,909 1,539 SH SOLE 0 0 1,539
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 374,471 1,899 SH SOLE 0 0 1,899
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 366,680 20,600 SH SOLE 0 0 20,600
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 707,040 14,400 SH SOLE 0 0 14,400
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 415,443 9,936 SH SOLE 0 0 9,936
FIRST TR EXCHANGE-TRADED FD SHS 33734H106 808,856 18,095 SH SOLE 0 0 18,095
FORTINET INC COM 34959E109 568,245 5,375 SH SOLE 0 0 5,375
GE AEROSPACE COM NEW 369604301 757,302 2,942 SH SOLE 0 0 2,942
GE VERNOVA INC COM 36828A101 278,333 526 SH SOLE 0 0 526
GENERAL MTRS CO COM 37045V100 418,433 8,503 SH SOLE 0 0 8,503
GLOBAL X FDS CYBRSCURTY ETF 37954Y384 356,271 9,603 SH SOLE 0 0 9,603
GUIDEWIRE SOFTWARE INC COM 40171V100 305,143 1,296 SH SOLE 0 0 1,296
HALLIBURTON CO COM 406216101 222,417 10,913 SH SOLE 0 0 10,913
HF SINCLAIR CORP COM 403949100 217,888 5,304 SH SOLE 0 0 5,304
HOME DEPOT INC COM 437076102 427,444 1,166 SH SOLE 0 0 1,166
HUNTSMAN CORP COM 447011107 107,420 10,309 SH SOLE 0 0 10,309
ILLUMINA INC COM 452327109 364,275 3,818 SH SOLE 0 0 3,818
INCYTE CORP COM 45337C102 310,400 4,558 SH SOLE 0 0 4,558
INTEL CORP COM 458140100 350,710 15,657 SH SOLE 0 0 15,657
INTERNATIONAL BUSINESS MACHS COM 459200101 621,396 2,108 SH SOLE 0 0 2,108
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 293,301 11,229 SH SOLE 0 0 11,229
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 666,835 5,929 SH SOLE 0 0 5,929
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 481,508 9,242 SH SOLE 0 0 9,242
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,786,322 9,829 SH SOLE 0 0 9,829
INVESCO EXCHANGE TRADED FD T RAFI US 1500 46137V597 843,816 20,748 SH SOLE 0 0 20,748
INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 1,071,372 25,346 SH SOLE 0 0 25,346
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 425,143 4,328 SH SOLE 0 0 4,328
INVESCO QQQ TR UNIT SER 1 46090E103 460,619 835 SH SOLE 0 0 835
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 13,397 18,680 SH SOLE 0 0 18,680
ISHARES INC MSCI EMRG CHN 46434G764 571,733 9,055 SH SOLE 0 0 9,055
ISHARES INC CORE MSCI EMKT 46434G103 4,305,931 71,730 SH SOLE 0 0 71,730
ISHARES TR MSCI USA VALUE 46432F388 1,046,485 9,244 SH SOLE 0 0 9,244
ISHARES TR U.S. TECH ETF 464287721 1,139,077 6,574 SH SOLE 0 0 6,574
ISHARES TR MSCI USA MMENTM 46432F396 617,128 2,568 SH SOLE 0 0 2,568
ISHARES TR CORE S&P TTL STK 464287150 13,492,506 99,915 SH SOLE 0 0 99,915
ISHARES TR MSCI INTL QUALTY 46434V456 2,201,900 50,946 SH SOLE 0 0 50,946
ISHARES TR EAFE VALUE ETF 464288877 2,629,897 41,429 SH SOLE 0 0 41,429
ISHARES TR S&P 500 VAL ETF 464287408 1,184,441 6,061 SH SOLE 0 0 6,061
ISHARES TR ESG AWR MSCI USA 46435G425 807,741 5,970 SH SOLE 0 0 5,970
ISHARES TR CORE TOTAL USD 46434V613 1,703,899 36,857 SH SOLE 0 0 36,857
ISHARES TR NATIONAL MUN ETF 464288414 222,751 2,132 SH SOLE 0 0 2,132
ISHARES TR CORE DIV GRWTH 46434V621 2,280,344 35,664 SH SOLE 0 0 35,664
ISHARES TR CORE S&P SCP ETF 464287804 1,291,035 11,813 SH SOLE 0 0 11,813
ISHARES TR CORE S&P MCP ETF 464287507 790,658 12,748 SH SOLE 0 0 12,748
ISHARES TR U.S. FIN SVC ETF 464287770 1,143,787 13,362 SH SOLE 0 0 13,362
ISHARES TR EAFE GRWTH ETF 464288885 1,626,688 14,524 SH SOLE 0 0 14,524
ISHARES TR CORE S&P500 ETF 464287200 909,503 1,465 SH SOLE 0 0 1,465
ISHARES TR MSCI USA QLT FCT 46432F339 4,791,759 26,210 SH SOLE 0 0 26,210
ISHARES TR MSCI EAFE ETF 464287465 411,596 4,605 SH SOLE 0 0 4,605
ISHARES TR S&P 500 GRWT ETF 464287309 2,612,585 23,729 SH SOLE 0 0 23,729
ISHARES TR RUS 1000 GRW ETF 464287614 7,368,939 17,356 SH SOLE 0 0 17,356
ISHARES TR MBS ETF 464288588 451,753 4,812 SH SOLE 0 0 4,812
ISHARES TR MSCI USA MIN VOL 46429B697 455,629 4,854 SH SOLE 0 0 4,854
ISHARES TR CORE MSCI INTL 46435G326 6,867,946 90,320 SH SOLE 0 0 90,320
ISHARES TR FLTG RATE NT ETF 46429B655 258,671 5,070 SH SOLE 0 0 5,070
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 2,858,430 61,710 SH SOLE 0 0 61,710
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1,097,337 19,302 SH SOLE 0 0 19,302
JOHNSON & JOHNSON COM 478160104 801,646 5,248 SH SOLE 0 0 5,248
JOHNSON CTLS INTL PLC SHS G51502105 301,968 2,859 SH SOLE 0 0 2,859
JPMORGAN CHASE & CO. COM 46625H100 815,390 2,813 SH SOLE 0 0 2,813
LOCKHEED MARTIN CORP COM 539830109 481,946 1,041 SH SOLE 0 0 1,041
LYFT INC CL A COM 55087P104 358,209 22,729 SH SOLE 0 0 22,729
MANHATTAN ASSOCIATES INC COM 562750109 201,024 1,018 SH SOLE 0 0 1,018
MARKETAXESS HLDGS INC COM 57060D108 207,706 930 SH SOLE 0 0 930
MASTERCARD INCORPORATED CL A 57636Q104 227,634 405 SH SOLE 0 0 405
MCDONALDS CORP COM 580135101 262,371 898 SH SOLE 0 0 898
MCKESSON CORP COM 58155Q103 361,291 493 SH SOLE 0 0 493
MERCK & CO INC COM 58933Y105 748,644 9,457 SH SOLE 0 0 9,457
META PLATFORMS INC CL A 30303M102 761,222 1,031 SH SOLE 0 0 1,031
MICROSOFT CORP COM 594918104 3,144,724 6,322 SH SOLE 0 0 6,322
MONSTER BEVERAGE CORP NEW COM 61174X109 365,379 5,833 SH SOLE 0 0 5,833
MSCI INC COM 55354G100 257,857 447 SH SOLE 0 0 447
NETFLIX INC COM 64110L106 214,261 160 SH SOLE 0 0 160
NEWELL BRANDS INC COM 651229106 57,710 10,687 SH SOLE 0 0 10,687
NEWS CORP NEW CL A 65249B109 220,552 7,421 SH SOLE 0 0 7,421
NEXTERA ENERGY INC COM 65339F101 524,155 7,550 SH SOLE 0 0 7,550
NUTANIX INC CL A 67059N108 265,323 3,471 SH SOLE 0 0 3,471
NUVEEN N Y SELECT TAX FREE I SH BEN INT 67063V104 197,710 17,000 SH SOLE 0 0 17,000
NUVEEN NEW JERSEY QULT MUN F COM 67069Y102 212,006 18,679 SH SOLE 0 0 18,679
NUVEEN NEW YORK QLT MUN INC COM 67066X107 311,112 27,267 SH SOLE 0 0 27,267
NVIDIA CORPORATION COM 67066G104 2,654,565 16,802 SH SOLE 0 0 16,802
ORACLE CORP COM 68389X105 209,467 958 SH SOLE 0 0 958
OSHKOSH CORP COM 688239201 236,504 2,083 SH SOLE 0 0 2,083
PALANTIR TECHNOLOGIES INC CL A 69608A108 509,678 3,739 SH SOLE 0 0 3,739
PALO ALTO NETWORKS INC COM 697435105 327,833 1,602 SH SOLE 0 0 1,602
PARK HOTELS & RESORTS INC COM 700517105 130,924 12,798 SH SOLE 0 0 12,798
PARKER-HANNIFIN CORP COM 701094104 201,945 289 SH SOLE 0 0 289
PEPSICO INC COM 713448108 326,311 2,471 SH SOLE 0 0 2,471
PHILIP MORRIS INTL INC COM 718172109 322,736 1,772 SH SOLE 0 0 1,772
PNC FINL SVCS GROUP INC COM 693475105 572,943 3,073 SH SOLE 0 0 3,073
PROGRESSIVE CORP COM 743315103 850,328 3,186 SH SOLE 0 0 3,186
RALPH LAUREN CORP CL A 751212101 270,989 988 SH SOLE 0 0 988
ROBERT HALF INC. COM 770323103 219,576 5,349 SH SOLE 0 0 5,349
ROBLOX CORP CL A 771049103 847,807 8,059 SH SOLE 0 0 8,059
ROYAL GOLD INC COM 780287108 304,656 1,713 SH SOLE 0 0 1,713
SCHWAB STRATEGIC TR US TIPS ETF 808524870 794,735 29,788 SH SOLE 0 0 29,788
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 788,928 33,947 SH SOLE 0 0 33,947
SCHWAB STRATEGIC TR HIGH YIELD BD ET 808524631 668,463 25,187 SH SOLE 0 0 25,187
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 1,081,833 27,032 SH SOLE 0 0 27,032
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1,682,409 63,487 SH SOLE 0 0 63,487
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 202,878 9,180 SH SOLE 0 0 9,180
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 567,482 4,210 SH SOLE 0 0 4,210
SERVICENOW INC COM 81762P102 351,826 342 SH SOLE 0 0 342
SNOWFLAKE INC CL A 833445109 740,679 3,310 SH SOLE 0 0 3,310
SOUTHERN CO COM 842587107 368,301 4,011 SH SOLE 0 0 4,011
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 737,648 1,674 SH SOLE 0 0 1,674
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 339,031 8,373 SH SOLE 0 0 8,373
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,661,750 4,308 SH SOLE 0 0 4,308
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 321,362 4,291 SH SOLE 0 0 4,291
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 12,392,459 170,484 SH SOLE 0 0 170,484
SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 261,802 10,227 SH SOLE 0 0 10,227
T ROWE PRICE ETF INC US EQUITY RESEAR 87283Q503 259,007 6,660 SH SOLE 0 0 6,660
T ROWE PRICE ETF INC CAP APPRECIATION 87283Q867 1,179,552 33,434 SH SOLE 0 0 33,434
TAPESTRY INC COM 876030107 1,279,803 14,575 SH SOLE 0 0 14,575
TECHNIPFMC PLC COM G87110105 226,305 6,571 SH SOLE 0 0 6,571
TESLA INC COM 88160R101 1,102,987 3,472 SH SOLE 0 0 3,472
TEXAS ROADHOUSE INC COM 882681109 369,573 1,972 SH SOLE 0 0 1,972
TIDAL TRUST I FUNDSTRAT GRANNY 886364231 863,178 38,059 SH SOLE 0 0 38,059
TOLL BROTHERS INC COM 889478103 341,477 2,992 SH SOLE 0 0 2,992
TRANE TECHNOLOGIES PLC SHS G8994E103 344,784 788 SH SOLE 0 0 788
TRAVELERS COMPANIES INC COM 89417E109 215,905 807 SH SOLE 0 0 807
UBER TECHNOLOGIES INC COM 90353T100 262,546 2,814 SH SOLE 0 0 2,814
UIPATH INC CL A 90364P105 139,034 10,862 SH SOLE 0 0 10,862
ULTA BEAUTY INC COM 90384S303 227,828 487 SH SOLE 0 0 487
UNITEDHEALTH GROUP INC COM 91324P102 270,866 868 SH SOLE 0 0 868
US FOODS HLDG CORP COM 912008109 276,389 3,589 SH SOLE 0 0 3,589
VANGUARD BD INDEX FDS INTERMED TERM 921937819 275,622 3,564 SH SOLE 0 0 3,564
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4,626,859 58,791 SH SOLE 0 0 58,791
VANGUARD INDEX FDS VALUE ETF 922908744 264,736 1,498 SH SOLE 0 0 1,498
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 321,828 567 SH SOLE 0 0 567
VANGUARD INDEX FDS MID CAP ETF 922908629 1,042,522 3,726 SH SOLE 0 0 3,726
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,907,036 6,275 SH SOLE 0 0 6,275
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 723,306 10,760 SH SOLE 0 0 10,760
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2,662,861 52,971 SH SOLE 0 0 52,971
VANGUARD MALVERN FDS CORE BD ETF 922020748 5,250,780 67,682 SH SOLE 0 0 67,682
VANGUARD MALVERN FDS CORE-PLUS BD ETF 922020755 1,058,011 13,599 SH SOLE 0 0 13,599
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 284,272 5,798 SH SOLE 0 0 5,798
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 319,905 3,858 SH SOLE 0 0 3,858
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 6,004,474 100,392 SH SOLE 0 0 100,392
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 637,676 3,116 SH SOLE 0 0 3,116
VANGUARD STAR FDS VG TL INTL STK F 921909768 207,892 3,009 SH SOLE 0 0 3,009
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 269,771 4,732 SH SOLE 0 0 4,732
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,125,524 23,446 SH SOLE 0 0 23,446
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 836,261 9,279 SH SOLE 0 0 9,279
VANGUARD WORLD FD MEGA GRWTH IND 921910816 215,033 587 SH SOLE 0 0 587
VEEVA SYS INC CL A COM 922475108 331,753 1,152 SH SOLE 0 0 1,152
VERISIGN INC COM 92343E102 578,480 2,003 SH SOLE 0 0 2,003
VISA INC COM CL A 92826C839 438,955 1,236 SH SOLE 0 0 1,236
WALMART INC COM 931142103 309,979 3,170 SH SOLE 0 0 3,170
WELLS FARGO CO NEW COM 949746101 233,777 2,918 SH SOLE 0 0 2,918
WENDYS CO COM 95058W100 219,070 19,183 SH SOLE 0 0 19,183
WISDOMTREE TR US MIDCAP DIVID 97717W505 1,264,352 25,227 SH SOLE 0 0 25,227
WISDOMTREE TR EM EX ST-OWNED 97717X578 441,792 12,813 SH SOLE 0 0 12,813
WISDOMTREE TR YIELD ENHANCD US 97717X511 214,616 4,919 SH SOLE 0 0 4,919
WORLD GOLD TR SPDR GLD MINIS 98149E303 349,287 5,331 SH SOLE 0 0 5,331
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 140,476 13,881 SH SOLE 0 0 13,881
ZSCALER INC COM 98980G102 306,092 975 SH SOLE 0 0 975