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
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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
APPLE INC COM 037833100 3,192,325 15,559 SH SOLE 0 0 15,559
ABBVIE INC COM 00287Y109 252,181 1,359 SH SOLE 0 0 1,359
AGCO CORP COM 001084102 219,743 2,130 SH SOLE 0 0 2,130
ISHARES TR CORE US AGGBD ET 464287226 3,355,539 33,826 SH SOLE 0 0 33,826
ALPS ETF TR ALERIAN MLP 00162Q452 246,255 5,040 SH SOLE 0 0 5,040
AMAZON COM INC COM 023135106 1,222,660 5,573 SH SOLE 0 0 5,573
ARES CAPITAL CORP COM 04010L103 492,914 22,446 SH SOLE 0 0 22,446
BROADCOM INC COM 11135F101 828,548 3,006 SH SOLE 0 0 3,006
BANK AMERICA CORP COM 060505104 396,210 8,373 SH SOLE 0 0 8,373
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 607,161 6,619 SH SOLE 0 0 6,619
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 483,378 23,106 SH SOLE 0 0 23,106
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 351,529 10,767 SH SOLE 0 0 10,767
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,521,833 7,250 SH SOLE 0 0 7,250
BLACKSTONE INC COM 09260D107 2,021,877 13,517 SH SOLE 0 0 13,517
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 433,790 14,107 SH SOLE 0 0 14,107
EA SERIES TRUST ALPHA ARCHITECT 02072L516 674,917 7,597 SH SOLE 0 0 7,597
CASEYS GEN STORES INC COM 147528103 360,761 707 SH SOLE 0 0 707
CATERPILLAR INC COM 149123101 229,686 592 SH SOLE 0 0 592
CONSTELLATION ENERGY CORP COM 21037T109 1,549,655 4,801 SH SOLE 0 0 4,801
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 555,210 24,676 SH SOLE 0 0 24,676
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 957,282 24,241 SH SOLE 0 0 24,241
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 671,579 16,521 SH SOLE 0 0 16,521
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 653,643 24,093 SH SOLE 0 0 24,093
CENTERPOINT ENERGY INC COM 15189T107 204,541 5,567 SH SOLE 0 0 5,567
COSTCO WHSL CORP NEW COM 22160K105 424,307 429 SH SOLE 0 0 429
CHESAPEAKE UTILS CORP COM 165303108 540,686 4,497 SH SOLE 0 0 4,497
CHEVRON CORP NEW COM 166764100 529,316 3,697 SH SOLE 0 0 3,697
DBX ETF TR XTRACK MSCI EAFE 233051200 1,429,400 32,672 SH SOLE 0 0 32,672
WISDOMTREE TR US SMALLCAP DIVD 97717W604 642,251 20,222 SH SOLE 0 0 20,222
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 291,415 8,131 SH SOLE 0 0 8,131
WISDOMTREE TR US S CAP QTY DIV 97717X651 392,933 8,441 SH SOLE 0 0 8,441
WISDOMTREE TR INTL MIDCAP DV 97717W778 201,686 2,678 SH SOLE 0 0 2,678
DISNEY WALT CO COM 254687106 261,494 2,109 SH SOLE 0 0 2,109
WISDOMTREE TR US MIDCAP DIVID 97717W505 1,142,354 22,792 SH SOLE 0 0 22,792
WISDOMTREE TR ITL HIGH DIV FD 97717W802 914,766 19,743 SH SOLE 0 0 19,743
DUKE ENERGY CORP NEW COM NEW 26441C204 332,973 2,822 SH SOLE 0 0 2,822
ISHARES TR SELECT DIVID ETF 464287168 250,856 1,889 SH SOLE 0 0 1,889
ISHARES INC MSCI EMRG CHN 46434G764 910,858 14,426 SH SOLE 0 0 14,426
EXELON CORP COM 30161N101 689,312 15,875 SH SOLE 0 0 15,875
FS KKR CAP CORP COM 302635206 490,551 23,641 SH SOLE 0 0 23,641
GE AEROSPACE COM NEW 369604301 501,944 1,950 SH SOLE 0 0 1,950
GE VERNOVA INC COM 36828A101 245,545 464 SH SOLE 0 0 464
WORLD GOLD TR SPDR GLD MINIS 98149E303 374,578 5,717 SH SOLE 0 0 5,717
ALPHABET INC CAP STK CL C 02079K107 335,397 1,891 SH SOLE 0 0 1,891
ALPHABET INC CAP STK CL A 02079K305 238,490 1,353 SH SOLE 0 0 1,353
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 756,023 5,438 SH SOLE 0 0 5,438
GOLDMAN SACHS GROUP INC COM 38141G104 821,344 1,161 SH SOLE 0 0 1,161
FLEXSHARES TR MORNSTAR UPSTR 33939L407 951,850 23,731 SH SOLE 0 0 23,731
AMPLIFY ETF TR AMPLIFY CYBERSEC 032108664 712,388 8,248 SH SOLE 0 0 8,248
HOME DEPOT INC COM 437076102 288,931 788 SH SOLE 0 0 788
HOULIHAN LOKEY INC CL A 441593100 415,641 2,310 SH SOLE 0 0 2,310
HERSHEY CO COM 427866108 241,073 1,453 SH SOLE 0 0 1,453
I-80 GOLD CORP COM 44955L106 8,525 14,247 SH SOLE 0 0 14,247
INTERNATIONAL BUSINESS MACHS COM 459200101 233,619 793 SH SOLE 0 0 793
ISHARES TR 7-10 YR TRSY BD 464287440 3,550,864 37,077 SH SOLE 0 0 37,077
ISHARES TR US INFRASTRUC 46435U713 1,062,561 21,601 SH SOLE 0 0 21,601
ISHARES TR CORE S&P TTL STK 464287150 416,328 3,083 SH SOLE 0 0 3,083
ISHARES TR RUS 1000 ETF 464287622 277,089 816 SH SOLE 0 0 816
ISHARES TR RUS 1000 VAL ETF 464287598 485,015 2,497 SH SOLE 0 0 2,497
ISHARES TR RUS 1000 GRW ETF 464287614 256,022 603 SH SOLE 0 0 603
ISHARES TR RUSSELL 2000 ETF 464287655 303,660 1,407 SH SOLE 0 0 1,407
ISHARES TR CORE MSCI TOTAL 46432F834 370,499 4,792 SH SOLE 0 0 4,792
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 271,665 5,353 SH SOLE 0 0 5,353
SANFILIPPO JOHN B & SON INC COM 800422107 384,394 6,078 SH SOLE 0 0 6,078
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1,829,851 32,187 SH SOLE 0 0 32,187
JOHNSON & JOHNSON COM 478160104 323,054 2,115 SH SOLE 0 0 2,115
JPMORGAN CHASE & CO. COM 46625H100 1,059,555 3,655 SH SOLE 0 0 3,655
KRANESHARES TRUST MOUNT LUCAS ETF 500767652 899,670 34,112 SH SOLE 0 0 34,112
COCA COLA CO COM 191216100 302,140 4,271 SH SOLE 0 0 4,271
LEIDOS HOLDINGS INC COM 525327102 331,056 2,098 SH SOLE 0 0 2,098
LESLIES INC COM 527064109 4,448 10,592 SH SOLE 0 0 10,592
ELI LILLY & CO COM 532457108 255,686 328 SH SOLE 0 0 328
CHENIERE ENERGY INC COM NEW 16411R208 208,984 858 SH SOLE 0 0 858
LOWES COS INC COM 548661107 550,723 2,482 SH SOLE 0 0 2,482
LEGG MASON ETF INVT FRANKLIN US LOW 52468L406 255,224 6,403 SH SOLE 0 0 6,403
MASTERCARD INCORPORATED CL A 57636Q104 359,910 640 SH SOLE 0 0 640
MCDONALDS CORP COM 580135101 384,861 1,317 SH SOLE 0 0 1,317
META PLATFORMS INC CL A 30303M102 1,449,321 1,964 SH SOLE 0 0 1,964
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 2,243,389 17,099 SH SOLE 0 0 17,099
MICROSOFT CORP COM 594918104 2,418,566 4,862 SH SOLE 0 0 4,862
ISHARES TR NATIONAL MUN ETF 464288414 856,214 8,195 SH SOLE 0 0 8,195
NETFLIX INC COM 64110L106 278,539 208 SH SOLE 0 0 208
PROSHARES TR S&P 500 DV ARIST 74348A467 759,353 7,541 SH SOLE 0 0 7,541
NVIDIA CORPORATION COM 67066G104 1,651,656 10,454 SH SOLE 0 0 10,454
ORACLE CORP COM 68389X105 322,681 1,476 SH SOLE 0 0 1,476
GLOBAL X FDS US INFR DEV ETF 37954Y673 906,683 20,805 SH SOLE 0 0 20,805
ISHARES TR PFD AND INCM SEC 464288687 361,249 11,775 SH SOLE 0 0 11,775
PROCTER AND GAMBLE CO COM 742718109 609,030 3,823 SH SOLE 0 0 3,823
PARKER-HANNIFIN CORP COM 701094104 449,431 643 SH SOLE 0 0 643
PALANTIR TECHNOLOGIES INC CL A 69608A108 592,856 4,349 SH SOLE 0 0 4,349
INVESCO EXCH TRADED FD TR II S&P SMLCP INFO 46138E115 203,502 4,401 SH SOLE 0 0 4,401
QUANTA SVCS INC COM 74762E102 201,405 533 SH SOLE 0 0 533
INVESCO QQQ TR UNIT SER 1 46090E103 560,910 1,017 SH SOLE 0 0 1,017
REGENCY CTRS CORP COM 758849103 393,759 5,528 SH SOLE 0 0 5,528
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 501,192 2,758 SH SOLE 0 0 2,758
RTX CORPORATION COM 75513E101 444,831 3,046 SH SOLE 0 0 3,046
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 289,147 11,860 SH SOLE 0 0 11,860
SCHWAB STRATEGIC TR US TIPS ETF 808524870 6,203,180 232,503 SH SOLE 0 0 232,503
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 332,115 13,589 SH SOLE 0 0 13,589
ISHARES TR EAFE SML CP ETF 464288273 830,878 11,432 SH SOLE 0 0 11,432
ALPS ETF TR SECTR DIV DOGS 00162Q858 475,465 8,272 SH SOLE 0 0 8,272
SPDR SERIES TRUST S&P DIVID ETF 78464A763 509,431 3,753 SH SOLE 0 0 3,753
ISHARES TR 0-3 MNTH TREASRY 46436E718 257,062 2,553 SH SOLE 0 0 2,553
SPDR SERIES TRUST NUVEEN ICE SHORT 78468R739 408,468 8,540 SH SOLE 0 0 8,540
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,526,835 37,709 SH SOLE 0 0 37,709
SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 264,745 7,884 SH SOLE 0 0 7,884
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 10,434,940 143,554 SH SOLE 0 0 143,554
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 246,387 3,384 SH SOLE 0 0 3,384
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 2,244,099 41,267 SH SOLE 0 0 41,267
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 2,464,921 57,862 SH SOLE 0 0 57,862
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 1,536,818 20,521 SH SOLE 0 0 20,521
SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 305,641 10,435 SH SOLE 0 0 10,435
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,459,610 2,362 SH SOLE 0 0 2,362
ISHARES TR 0-5 YR TIPS ETF 46429B747 4,495,726 43,686 SH SOLE 0 0 43,686
ISHARES TR SHRT NAT MUN ETF 464288158 398,562 3,748 SH SOLE 0 0 3,748
T ROWE PRICE ETF INC PRICE DIV GRWT 87283Q404 389,976 9,202 SH SOLE 0 0 9,202
TE CONNECTIVITY PLC ORD SHS G87052109 326,714 1,937 SH SOLE 0 0 1,937
SPDR SERIES TRUST NUVEEN ICE MUNIC 78468R721 709,226 15,877 SH SOLE 0 0 15,877
PRICE T ROWE GROUP INC COM 74144T108 941,906 9,761 SH SOLE 0 0 9,761
TESLA INC COM 88160R101 484,908 1,526 SH SOLE 0 0 1,526
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 574,805 2,538 SH SOLE 0 0 2,538
UNITEDHEALTH GROUP INC COM 91324P102 12,423,667 39,823 SH SOLE 0 0 39,823
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 35,643,568 708,479 SH SOLE 0 0 708,479
VISA INC COM CL A 92826C839 476,370 1,342 SH SOLE 0 0 1,342
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 301,066 3,787 SH SOLE 0 0 3,787
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1,511,449 26,512 SH SOLE 0 0 26,512
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3,427,216 50,985 SH SOLE 0 0 50,985
VANGUARD WORLD FD FINANCIALS ETF 92204A405 1,456,550 11,442 SH SOLE 0 0 11,442
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 254,806 3,288 SH SOLE 0 0 3,288
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2,213,534 10,815 SH SOLE 0 0 10,815
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 228,278 815 SH SOLE 0 0 815
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,568,847 28,844 SH SOLE 0 0 28,844
VANGUARD INDEX FDS MID CAP ETF 922908629 408,666 1,460 SH SOLE 0 0 1,460
VANGUARD INDEX FDS TOTAL STK MKT 922908769 21,605,078 71,086 SH SOLE 0 0 71,086
VANGUARD INDEX FDS VALUE ETF 922908744 1,084,396 6,136 SH SOLE 0 0 6,136
VANGUARD INDEX FDS GROWTH ETF 922908736 315,648 720 SH SOLE 0 0 720
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,665,892 27,499 SH SOLE 0 0 27,499
WALMART INC COM 931142103 840,808 8,599 SH SOLE 0 0 8,599
SELECT SECTOR SPDR TR ENERGY 81369Y506 460,352 5,428 SH SOLE 0 0 5,428
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 598,101 11,421 SH SOLE 0 0 11,421
EXXON MOBIL CORP COM 30231G102 559,741 5,192 SH SOLE 0 0 5,192
ISHARES TR EXPONENTIAL TECH 46434V381 2,070,056 31,725 SH SOLE 0 0 31,725
ZOETIS INC CL A 98978V103 278,738 1,787 SH SOLE 0 0 1,787