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 449,260 2,951 SH SOLE 2,951 0 0
ABBOTT LABS COM 002824100 1,327,532 9,761 SH SOLE 9,761 0 0
ABBVIE INC COM 00287Y109 1,138,412 6,133 SH SOLE 6,133 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7,470,336 24,994 SH SOLE 24,994 0 0
ADOBE INC COM 00724F101 7,151,864 18,486 SH SOLE 18,486 0 0
ADVANCED MICRO DEVICES INC COM 007903107 946,189 6,668 SH SOLE 6,668 0 0
ALPHABET INC CAP STK CL C 02079K107 15,352,999 86,549 SH SOLE 86,549 0 0
ALPHABET INC CAP STK CL A 02079K305 844,812 4,794 SH SOLE 4,794 0 0
AMAZON COM INC COM 023135106 964,585 4,397 SH SOLE 4,397 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 12,069,245 132,483 SH SOLE 132,483 0 0
AMERICAN EXPRESS CO COM 025816109 20,079,684 62,950 SH SOLE 62,950 0 0
AMGEN INC COM 031162100 9,432,866 33,784 SH SOLE 33,784 0 0
ANAVEX LIFE SCIENCES CORP COM NEW 032797300 187,166 20,300 SH SOLE 20,300 0 0
APPLE INC COM 037833100 20,550,688 100,164 SH SOLE 100,164 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 321,623 401 SH SOLE 401 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 12,284,248 39,635 SH SOLE 39,635 0 0
BANK AMERICA CORP COM 060505104 283,352 5,988 SH SOLE 5,988 0 0
BECTON DICKINSON & CO COM 075887109 5,252,802 30,495 SH SOLE 30,495 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 50,287,200 69 SH SOLE 69 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,625,587 5,405 SH SOLE 5,405 0 0
BROADCOM INC COM 11135F101 519,159 1,883 SH SOLE 1,883 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,538,455 22,707 SH SOLE 22,707 0 0
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106 4,551,034 109,400 SH SOLE 109,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 314,459 1,478 SH SOLE 1,478 0 0
CHEVRON CORP NEW COM 166764100 207,081 1,446 SH SOLE 1,446 0 0
CHURCH & DWIGHT CO INC COM 171340102 10,411,851 108,333 SH SOLE 108,333 0 0
CISCO SYS INC COM 17275R102 7,280,825 104,941 SH SOLE 104,941 0 0
COCA COLA CO COM 191216100 939,207 13,180 SH SOLE 13,180 0 0
COLGATE PALMOLIVE CO COM 194162103 4,420,343 48,629 SH SOLE 48,629 0 0
COOPER COS INC COM 216648501 3,464,425 48,685 SH SOLE 48,685 0 0
COSTCO WHSL CORP NEW COM 22160K105 208,491 211 SH SOLE 211 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 238,673 469 SH SOLE 469 0 0
CUMMINS INC COM 231021106 5,856,719 17,883 SH SOLE 17,883 0 0
DANAHER CORPORATION COM 235851102 7,656,783 38,698 SH SOLE 38,698 0 0
DEERE & CO COM 244199105 12,490,109 24,485 SH SOLE 24,485 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,779,732 47,143 SH SOLE 47,143 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 304,676 2,582 SH SOLE 2,582 0 0
EAGLE MATLS INC COM 26969P108 3,800,112 18,779 SH SOLE 18,779 0 0
EATON CORP PLC SHS G29183103 10,502,254 29,419 SH SOLE 29,419 0 0
ELI LILLY & CO COM 532457108 3,945,324 5,061 SH SOLE 5,061 0 0
EMCOR GROUP INC COM 29084Q100 20,658,109 38,621 SH SOLE 38,621 0 0
EMERSON ELEC CO COM 291011104 368,649 2,765 SH SOLE 2,765 0 0
EOG RES INC COM 26875P101 3,389,456 28,338 SH SOLE 28,338 0 0
ESSENTIAL UTILS INC COM 29670G102 4,866,279 131,025 SH SOLE 131,025 0 0
EXXON MOBIL CORP COM 30231G102 713,636 6,620 SH SOLE 6,620 0 0
F5 INC COM 315616102 8,631,720 29,328 SH SOLE 29,328 0 0
FAIR ISAAC CORP COM 303250104 491,721 269 SH SOLE 269 0 0
GENERAL DYNAMICS CORP COM 369550108 345,909 1,186 SH SOLE 1,186 0 0
GENUINE PARTS CO COM 372460105 4,103,882 33,546 SH SOLE 33,546 0 0
GRAINGER W W INC COM 384802104 1,431,370 1,376 SH SOLE 1,376 0 0
HERSHEY CO COM 427866108 3,415,175 20,580 SH SOLE 20,580 0 0
HOME DEPOT INC COM 437076102 399,916 1,091 SH SOLE 1,091 0 0
HONEYWELL INTL INC COM 438516106 388,211 1,667 SH SOLE 1,667 0 0
HUBBELL INC COM 443510607 7,903,772 19,353 SH SOLE 19,353 0 0
ILLINOIS TOOL WKS INC COM 452308109 785,553 3,158 SH SOLE 3,158 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,013,737 27,185 SH SOLE 27,185 0 0
INTERNATIONAL PAPER CO COM 460146103 236,164 5,043 SH SOLE 5,043 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 768,153 1,391 SH SOLE 1,391 0 0
ISHARES GOLD TR ISHARES NEW 464285204 12,270,577 196,770 SH SOLE 196,770 0 0
ISHARES TR CORE S&P500 ETF 464287200 662,500 1,067 SH SOLE 1,067 0 0
ISHARES TR MSCI EAFE ETF 464287465 91,357 1,022 SH SOLE 1,022 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 107,562 814 SH SOLE 814 0 0
ISHARES TR RUS MD CP GR ETF 464287481 65,457 472 SH SOLE 472 0 0
ISHARES TR RUS MID CAP ETF 464287499 143,013 1,555 SH SOLE 1,555 0 0
ISHARES TR ISHARES SEMICDTR 464287523 50,843 213 SH SOLE 213 0 0
ISHARES TR SELECT US REIT 464287564 13,455 220 SH SOLE 220 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 383,216 1,973 SH SOLE 1,973 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 969,741 2,284 SH SOLE 2,284 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 3,716 13 SH SOLE 13 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 69,700 323 SH SOLE 323 0 0
ISHARES TR U.S. TECH ETF 464287721 66,882 386 SH SOLE 386 0 0
JOHNSON & JOHNSON COM 478160104 6,147,651 40,246 SH SOLE 40,246 0 0
JPMORGAN CHASE & CO. COM 46625H100 8,354,594 28,818 SH SOLE 28,818 0 0
LITTELFUSE INC COM 537008104 6,666,971 29,405 SH SOLE 29,405 0 0
LOCKHEED MARTIN CORP COM 539830109 475,645 1,027 SH SOLE 1,027 0 0
LOWES COS INC COM 548661107 853,978 3,849 SH SOLE 3,849 0 0
MAIN STR CAP CORP COM 56035L104 6,773,714 114,614 SH SOLE 114,614 0 0
MARKEL GROUP INC COM 570535104 203,731 102 SH SOLE 102 0 0
MARSH & MCLENNAN COS INC COM 571748102 1,110,454 5,079 SH SOLE 5,079 0 0
MASTERCARD INCORPORATED CL A 57636Q104 274,227 488 SH SOLE 488 0 0
MCDONALDS CORP COM 580135101 502,240 1,719 SH SOLE 1,719 0 0
MCGRATH RENTCORP COM 580589109 5,972,854 51,508 SH SOLE 51,508 0 0
MCKESSON CORP COM 58155Q103 230,316 314 SH SOLE 314 0 0
MEDTRONIC PLC SHS G5960L103 4,163,304 47,375 SH SOLE 47,375 0 0
MERCK & CO INC COM 58933Y105 811,696 10,150 SH SOLE 10,150 0 0
META PLATFORMS INC CL A 30303M102 543,547 736 SH SOLE 736 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 471,057 6,694 SH SOLE 6,694 0 0
MICROSOFT CORP COM 594918104 26,466,779 53,209 SH SOLE 53,209 0 0
NETFLIX INC COM 64110L106 208,904 156 SH SOLE 156 0 0
NEXTERA ENERGY INC COM 65339F101 7,047,597 101,521 SH SOLE 101,521 0 0
NICE LTD SPONSORED ADR 653656108 9,664,186 57,215 SH SOLE 57,215 0 0
NIKE INC CL B 654106103 3,721,520 52,094 SH SOLE 52,094 0 0
NVIDIA CORPORATION COM 67066G104 5,048,916 31,955 SH SOLE 31,955 0 0
ORACLE CORP COM 68389X105 224,533 1,027 SH SOLE 1,027 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 227,128 2,520 SH SOLE 2,520 0 0
PATHFINDER BANCORP INC MD COM 70319R109 589,501 38,429 SH SOLE 38,429 0 0
PAYCHEX INC COM 704326107 4,589,572 31,552 SH SOLE 31,552 0 0
PEPSICO INC COM 713448108 869,161 6,583 SH SOLE 6,583 0 0
PFIZER INC COM 717081103 4,176,990 172,318 SH SOLE 172,318 0 0
PHILIP MORRIS INTL INC COM 718172109 810,004 4,415 SH SOLE 4,415 0 0
POOL CORP COM 73278L105 4,046,716 13,883 SH SOLE 13,883 0 0
PROCTER AND GAMBLE CO COM 742718109 924,452 5,802 SH SOLE 5,802 0 0
RAYONIER INC COM 754907103 292,332 13,180 SH SOLE 13,180 0 0
RELX PLC SPONSORED ADR 759530108 8,365,634 153,950 SH SOLE 153,950 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,451,243 42,024 SH SOLE 42,024 0 0
ROPER TECHNOLOGIES INC COM 776696106 6,242,751 11,013 SH SOLE 11,013 0 0
RTX CORPORATION COM 75513E101 17,024,528 116,590 SH SOLE 116,590 0 0
S&P GLOBAL INC COM 78409V104 2,007,920 3,808 SH SOLE 3,808 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 133,472 5,601 SH SOLE 5,601 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21,849 894 SH SOLE 894 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 20,798 712 SH SOLE 712 0 0
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1,660 60 SH SOLE 60 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 26,919 1,064 SH SOLE 1,064 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 10,398 345 SH SOLE 345 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 27,563 835 SH SOLE 835 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 16,273 387 SH SOLE 387 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 29,015 725 SH SOLE 725 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 24,066 840 SH SOLE 840 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 8,540 348 SH SOLE 348 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 73,991 3,348 SH SOLE 3,348 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 3,893 184 SH SOLE 184 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 9,114 214 SH SOLE 214 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 326,363 2,250 SH SOLE 2,250 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 152,043 1,128 SH SOLE 1,128 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 81,933 377 SH SOLE 377 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 37,825 446 SH SOLE 446 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 49,124 333 SH SOLE 333 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 219,297 866 SH SOLE 866 0 0
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 82889N525 2,655 53 SH SOLE 53 0 0
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 82889N657 242,330 11,000 SH Call SOLE 11,000 0 0
SOUTHERN CO COM 842587107 264,315 2,878 SH SOLE 2,878 0 0
SPDR GOLD TR GOLD SHS 78463V107 830,357 2,724 SH SOLE 2,724 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,404,630 7,109 SH SOLE 7,109 0 0
STRYKER CORPORATION COM 863667101 316,495 798 SH SOLE 798 0 0
TEXAS INSTRS INC COM 882508104 4,334,755 20,878 SH SOLE 20,878 0 0
THE CIGNA GROUP COM 125523100 416,861 1,261 SH SOLE 1,261 0 0
THE TRADE DESK INC COM CL A 88339J105 322,515 4,480 SH SOLE 4,480 0 0
TJX COS INC NEW COM 872540109 13,118,474 106,231 SH SOLE 106,231 0 0
TRUST FOR PROFESSIONAL MANAG JENSEN QUALITY 89834G562 1,336,043 50,394 SH SOLE 50,394 0 0
TYLER TECHNOLOGIES INC COM 902252105 806,855 1,361 SH SOLE 1,361 0 0
UNILEVER PLC SPON ADR NEW 904767704 6,305,514 103,082 SH SOLE 103,082 0 0
UNION PAC CORP COM 907818108 1,183,762 5,145 SH SOLE 5,145 0 0
UNITEDHEALTH GROUP INC COM 91324P102 521,185 1,671 SH SOLE 1,671 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 38,486,301 777,344 SH SOLE 777,344 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,615,311 2,835 SH SOLE 2,835 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 21,357 77 SH SOLE 77 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 24,294 124 SH SOLE 124 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 301,966 688 SH SOLE 688 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 716,856 4,034 SH SOLE 4,034 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,853 12 SH SOLE 12 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 50,909 167 SH SOLE 167 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 508,920 2,476 SH SOLE 2,476 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 303,179 5,318 SH SOLE 5,318 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 509,399 768 SH SOLE 768 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,367,640 124,050 SH SOLE 124,050 0 0
VISA INC COM CL A 92826C839 8,693,701 24,486 SH SOLE 24,486 0 0
VITAL FARMS INC COM 92847W103 3,579,818 92,934 SH SOLE 92,934 0 0
WALMART INC COM 931142103 6,426,936 65,729 SH SOLE 65,729 0 0
WASTE MGMT INC DEL COM 94106L109 5,445,726 23,799 SH SOLE 23,799 0 0
WATSCO INC COM 942622200 5,749,685 13,020 SH SOLE 13,020 0 0
WILLIAMS SONOMA INC COM 969904101 6,239,017 38,189 SH SOLE 38,189 0 0