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
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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
3M CO COM 88579Y101 236,772 1,555 SH SOLE 0 0 1,555
ABBOTT LABS COM 002824100 236,385 1,738 SH SOLE 0 0 1,738
ABBVIE INC COM 00287Y109 527,161 2,840 SH SOLE 0 0 2,840
AECOM COM 00766T100 253,484 2,246 SH SOLE 0 0 2,246
AFFILIATED MANAGERS GROUP INC COM 008252108 3,855,905 19,596 SH SOLE 0 0 19,596
AIR PRODS & CHEMS INC COM 009158106 305,753 1,084 SH SOLE 0 0 1,084
ALPHABET INC CAP STK CL A 02079K305 2,156,574 12,237 SH SOLE 0 0 12,237
ALPHABET INC CAP STK CL C 02079K107 1,517,217 8,553 SH SOLE 0 0 8,553
AMAZON COM INC COM 023135106 3,735,773 17,028 SH SOLE 0 0 17,028
AMER STATES WTR CO COM 029899101 229,980 3,000 SH SOLE 0 0 3,000
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 27,257,278 397,698 SH SOLE 0 0 397,698
AMERICAN EXPRESS CO COM 025816109 534,610 1,676 SH SOLE 0 0 1,676
AMERICAN INTL GROUP INC COM NEW 026874784 217,227 2,538 SH SOLE 0 0 2,538
AMERIPRISE FINL INC COM 03076C106 217,762 408 SH SOLE 0 0 408
AON PLC SHS CL A G0403H108 482,269 1,352 SH SOLE 0 0 1,352
APPLE INC COM 037833100 12,916,614 62,956 SH SOLE 0 0 62,956
ASML HOLDING N V N Y REGISTRY SHS N07059210 220,382 275 SH SOLE 0 0 275
AT&T INC COM 00206R102 436,991 15,100 SH SOLE 0 0 15,100
AUTOMATIC DATA PROCESSING IN COM 053015103 347,875 1,128 SH SOLE 0 0 1,128
BANK AMERICA CORP COM 060505104 535,047 11,307 SH SOLE 0 0 11,307
BERKSHIRE HATHAWAY INC DEL CL A 084670108 3,644,000 5 SH SOLE 0 0 5
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,755,573 3,614 SH SOLE 0 0 3,614
BLACKROCK CAP ALLOCATION TERM COM 09260U109 462,928 30,576 SH SOLE 0 0 30,576
BLACKROCK INC COM 09290D101 350,450 334 SH SOLE 0 0 334
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 2,294,285 104,810 SH SOLE 0 0 104,810
BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101 363,033 17,496 SH SOLE 0 0 17,496
BLACKSTONE INC COM 09260D107 19,227,164 128,541 SH SOLE 0 0 128,541
BLACKSTONE MTG TR INC COM CL A 09257W100 238,490 12,389 SH SOLE 0 0 12,389
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 16,248,663 528,412 SH SOLE 0 0 528,412
BONDBLOXX ETF TRUST BLOOMBERG TWO YR 09789C853 3,975,481 80,240 SH SOLE 0 0 80,240
BOSTON SCIENTIFIC CORP COM 101137107 259,825 2,419 SH SOLE 0 0 2,419
BROADCOM INC COM 11135F101 2,894,821 10,502 SH SOLE 0 0 10,502
CALAMOS ETF TR LADDERED S&P 500 12811T738 22,076,528 839,093 SH SOLE 0 0 839,093
CALAMOS ETF TR NASDAQ 100 STRUC 12811T878 536,278 20,500 SH SOLE 0 0 20,500
CALAMOS ETF TR RUSSELL 2000 STR 12811T837 734,308 28,500 SH SOLE 0 0 28,500
CALAMOS ETF TR S P 500 STRUCTUR 12811T605 4,229,484 151,785 SH SOLE 0 0 151,785
CATERPILLAR INC COM 149123101 200,316 516 SH SOLE 0 0 516
CHEVRON CORP NEW COM 166764100 462,504 3,230 SH SOLE 0 0 3,230
CHUBB LIMITED COM H1467J104 24,116,275 83,240 SH SOLE 0 0 83,240
CISCO SYS INC COM 17275R102 542,343 7,817 SH SOLE 0 0 7,817
CITIGROUP INC COM NEW 172967424 293,664 3,450 SH SOLE 0 0 3,450
COCA COLA CO COM 191216100 617,577 8,729 SH SOLE 0 0 8,729
COLUMBIA ETF TR I MULTI SEC MUNI 19761L607 2,182,408 108,470 SH SOLE 0 0 108,470
COLUMBIA ETF TR I RESH ENHNC COR 19761L706 56,396,133 1,533,039 SH SOLE 0 0 1,533,039
COLUMBIA ETF TR II EM CORE EX ETF 19762B202 460,302 13,467 SH SOLE 0 0 13,467
COMCAST CORP NEW CL A 20030N101 3,416,140 95,717 SH SOLE 0 0 95,717
CONSOLIDATED EDISON INC COM 209115104 240,238 2,394 SH SOLE 0 0 2,394
COSTCO WHSL CORP NEW COM 22160K105 862,238 871 SH SOLE 0 0 871
DELL TECHNOLOGIES INC CL C 24703L202 252,433 2,059 SH SOLE 0 0 2,059
DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 356,865 3,630 SH SOLE 0 0 3,630
DISNEY WALT CO COM 254687106 693,627 5,593 SH SOLE 0 0 5,593
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 19,393,633 172,112 SH SOLE 0 0 172,112
EATON VANCE TAX-MANAGED GLOB COM 27829F108 275,625 31,500 SH SOLE 0 0 31,500
ECOVYST INC COM 27923Q109 150,508 18,288 SH SOLE 0 0 18,288
EMCOR GROUP INC COM 29084Q100 306,492 573 SH SOLE 0 0 573
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 258,008 14,231 SH SOLE 0 0 14,231
EXCHANGE LISTED FDS TR SABA INT RATE 30151E806 594,122 26,714 SH SOLE 0 0 26,714
EXXON MOBIL CORP COM 30231G102 700,700 6,500 SH SOLE 0 0 6,500
FAIR ISAAC CORP COM 303250104 261,398 143 SH SOLE 0 0 143
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 224,921 2,391 SH SOLE 0 0 2,391
FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 222,268 3,002 SH SOLE 0 0 3,002
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 31,268,977 983,331 SH SOLE 0 0 983,331
GE AEROSPACE COM NEW 369604301 412,596 1,603 SH SOLE 0 0 1,603
GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 35,033,485 692,859 SH SOLE 0 0 692,859
GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 1,103,284 27,849 SH SOLE 0 0 27,849
GOLDMAN SACHS GROUP INC COM 38141G104 227,188 321 SH SOLE 0 0 321
GOLUB CAP BDC INC COM 38173M102 764,121 52,158 SH SOLE 0 0 52,158
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 215,129 2,536 SH SOLE 0 0 2,536
HARBOR ETF TRUST INTERNATNAL COMP 41151J885 27,499,101 939,516 SH SOLE 0 0 939,516
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 959,105 25,055 SH SOLE 0 0 25,055
HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 41653L404 34,929,155 1,866,883 SH SOLE 0 0 1,866,883
HOME DEPOT INC COM 437076102 683,417 1,864 SH SOLE 0 0 1,864
HUBBELL INC COM 443510607 1,237,482 3,030 SH SOLE 0 0 3,030
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 479,194 20,092 SH SOLE 0 0 20,092
INNOVATOR ETFS TR EQUITY DEF PROTN 45783Y541 241,914 8,432 SH SOLE 0 0 8,432
INTERNATIONAL BUSINESS MACHS COM 459200101 775,271 2,630 SH SOLE 0 0 2,630
INTUIT COM 461202103 348,132 442 SH SOLE 0 0 442
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 283,466 10,840 SH SOLE 0 0 10,840
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 275,590 24,761 SH SOLE 0 0 24,761
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 3,412,065 32,717 SH SOLE 0 0 32,717
INVESCO EXCH TRADED FD TR II S&P INTL MOMNT 46138E222 7,447,573 145,347 SH SOLE 0 0 145,347
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1,651,048 22,673 SH SOLE 0 0 22,673
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 7,341,045 40,400 SH SOLE 0 0 40,400
INVESCO QQQ TR UNIT SER 1 46090E103 39,470,120 71,560 SH SOLE 0 0 71,560
ISHARES GOLD TR ISHARES NEW 464285204 4,480,447 71,850 SH SOLE 0 0 71,850
ISHARES INC CORE MSCI EMKT 46434G103 1,060,065 17,659 SH SOLE 0 0 17,659
ISHARES TR 0-5 YR TIPS ETF 46429B747 272,866 2,652 SH SOLE 0 0 2,652
ISHARES TR CORE DIV GRWTH 46434V621 265,031 4,145 SH SOLE 0 0 4,145
ISHARES TR CORE HIGH DV ETF 46429B663 792,655 6,765 SH SOLE 0 0 6,765
ISHARES TR CORE MSCI EAFE 46432F842 2,432,371 29,137 SH SOLE 0 0 29,137
ISHARES TR CORE MSCI TOTAL 46432F834 4,391,401 56,811 SH SOLE 0 0 56,811
ISHARES TR CORE S&P MCP ETF 464287507 2,661,805 42,919 SH SOLE 0 0 42,919
ISHARES TR CORE S&P SCP ETF 464287804 30,904,964 282,789 SH SOLE 0 0 282,789
ISHARES TR CORE S&P TTL STK 464287150 8,746,680 64,771 SH SOLE 0 0 64,771
ISHARES TR CORE S&P US GWT 464287671 17,842,511 118,677 SH SOLE 0 0 118,677
ISHARES TR CORE S&P US VLU 464287663 11,475,297 121,265 SH SOLE 0 0 121,265
ISHARES TR CORE S&P500 ETF 464287200 899,604 1,449 SH SOLE 0 0 1,449
ISHARES TR ESG AWR MSCI USA 46435G425 279,124 2,063 SH SOLE 0 0 2,063
ISHARES TR FUTURE AI & TECH 46435U556 1,276,174 31,126 SH SOLE 0 0 31,126
ISHARES TR GLOBAL 100 ETF 464287572 120,338,134 1,116,281 SH SOLE 0 0 1,116,281
ISHARES TR IBONDS DEC 25 46435U432 454,792 16,993 SH SOLE 0 0 16,993
ISHARES TR LARGE CAP MAX BU 46438G612 1,183,459 43,048 SH SOLE 0 0 43,048
ISHARES TR LARGE CAP MAX BU 46438G588 1,304,630 50,101 SH SOLE 0 0 50,101
ISHARES TR LARGE CAP MAX BU 46438G471 828,183 32,100 SH SOLE 0 0 32,100
ISHARES TR MSCI ACWI ETF 464288257 13,686,304 106,425 SH SOLE 0 0 106,425
ISHARES TR MSCI EAFE ETF 464287465 766,877 8,579 SH SOLE 0 0 8,579
ISHARES TR MSCI USA MMENTM 46432F396 647,182 2,693 SH SOLE 0 0 2,693
ISHARES TR MSCI USA QLT FCT 46432F339 1,773,667 9,702 SH SOLE 0 0 9,702
ISHARES TR NATIONAL MUN ETF 464288414 327,357 3,133 SH SOLE 0 0 3,133
ISHARES TR RUS 1000 ETF 464287622 271,656 800 SH SOLE 0 0 800
ISHARES TR RUS 1000 GRW ETF 464287614 5,605,305 13,202 SH SOLE 0 0 13,202
ISHARES TR RUS 1000 VAL ETF 464287598 1,424,094 7,332 SH SOLE 0 0 7,332
ISHARES TR RUS MD CP GR ETF 464287481 375,823 2,710 SH SOLE 0 0 2,710
ISHARES TR RUS MID CAP ETF 464287499 254,481 2,767 SH SOLE 0 0 2,767
ISHARES TR RUSSELL 2000 ETF 464287655 490,922 2,275 SH SOLE 0 0 2,275
ISHARES TR S&P 100 ETF 464287101 38,758,458 127,352 SH SOLE 0 0 127,352
ISHARES TR S&P 500 GRWT ETF 464287309 619,675 5,628 SH SOLE 0 0 5,628
ISHARES TR S&P 500 VAL ETF 464287408 340,812 1,744 SH SOLE 0 0 1,744
ISHARES TR S&P MC 400GR ETF 464287606 476,760 5,240 SH SOLE 0 0 5,240
ISHARES TR S&P SML 600 GWT 464287887 676,242 5,083 SH SOLE 0 0 5,083
ISHARES TR SHRT NAT MUN ETF 464288158 1,255,663 11,808 SH SOLE 0 0 11,808
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 6,979,706 123,726 SH SOLE 0 0 123,726
J P MORGAN EXCHANGE TRADED F INTERNL GWT 46641Q324 281,964 3,943 SH SOLE 0 0 3,943
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 11,589,601 233,473 SH SOLE 0 0 233,473
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 309,237 6,073 SH SOLE 0 0 6,073
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 1,615,453 22,023 SH SOLE 0 0 22,023
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 38,420,019 628,519 SH SOLE 0 0 628,519
JOHNSON & JOHNSON COM 478160104 808,878 5,295 SH SOLE 0 0 5,295
JPMORGAN CHASE & CO COM 46625H100 2,797,212 9,649 SH SOLE 0 0 9,649
LILLY ELI & CO COM 532457108 1,110,051 1,424 SH SOLE 0 0 1,424
LOCKHEED MARTIN CORP COM 539830109 277,884 600 SH SOLE 0 0 600
MARSH & MCLENNAN COS INC COM 571748102 576,116 2,635 SH SOLE 0 0 2,635
MASTERCARD INCORPORATED CL A 57636Q104 610,829 1,087 SH SOLE 0 0 1,087
MEDTRONIC PLC SHS G5960L103 258,372 2,964 SH SOLE 0 0 2,964
MERCK & CO INC COM 58933Y105 488,021 6,165 SH SOLE 0 0 6,165
META PLATFORMS INC CL A 30303M102 1,888,746 2,559 SH SOLE 0 0 2,559
MICROSOFT CORP COM 594918104 5,811,084 11,683 SH SOLE 0 0 11,683
MOLINA HEALTHCARE INC COM 60855R100 237,128 796 SH SOLE 0 0 796
MORGAN STANLEY COM NEW 617446448 555,693 3,945 SH SOLE 0 0 3,945
NETFLIX INC COM 64110L106 491,461 367 SH SOLE 0 0 367
NEXTERA ENERGY INC COM 65339F101 311,418 4,486 SH SOLE 0 0 4,486
NVIDIA CORPORATION COM 67066G104 3,307,698 20,936 SH SOLE 0 0 20,936
ORACLE CORP COM 68389X105 261,700 1,197 SH SOLE 0 0 1,197
OWL ROCK CAPITAL CORPORATION COM 69121K104 262,716 18,320 SH SOLE 0 0 18,320
PACER FDS TR DEVELOPED MRKT 69374H873 5,557,182 163,302 SH SOLE 0 0 163,302
PACER FDS TR GLOBL CASH ETF 69374H709 2,228,629 58,694 SH SOLE 0 0 58,694
PALANTIR TECHNOLOGIES INC CL A 69608A108 429,272 3,149 SH SOLE 0 0 3,149
PFIZER INC COM 717081103 1,124,881 46,406 SH SOLE 0 0 46,406
PIMCO INCOME STRATEGY FD II COM 72201J104 81,290 11,000 SH SOLE 0 0 11,000
PJT PARTNERS INC COM CL A 69343T107 399,819 2,423 SH SOLE 0 0 2,423
PNC FINL SVCS GROUP INC COM 693475105 250,548 1,344 SH SOLE 0 0 1,344
PROCTER AND GAMBLE CO COM 742718109 1,017,258 6,385 SH SOLE 0 0 6,385
PROGRESSIVE CORP COM 743315103 228,699 857 SH SOLE 0 0 857
PUTNAM ETF TRUST FOCUSED LAR CAP 746729300 78,668,759 1,955,562 SH SOLE 0 0 1,955,562
RBB FD INC MOTLEY FOL ETF 74933W601 56,314,536 873,033 SH SOLE 0 0 873,033
RBB FD INC US TREASRY 12 MT 74933W478 1,030,554 20,531 SH SOLE 0 0 20,531
RTX CORPORATION COM 75513E101 344,753 2,361 SH SOLE 0 0 2,361
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 431,515 3,976 SH SOLE 0 0 3,976
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 509,194 9,723 SH SOLE 0 0 9,723
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 209,598 1,555 SH SOLE 0 0 1,555
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,025,075 4,048 SH SOLE 0 0 4,048
SERVICENOW INC COM 81762P102 271,413 264 SH SOLE 0 0 264
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 12,256,573 27,815 SH SOLE 0 0 27,815
SPDR GOLD TR GOLD SHS 78463V107 2,627,939 8,621 SH SOLE 0 0 8,621
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,098,842 11,490 SH SOLE 0 0 11,490
SPDR SER TR S&P BIOTECH 78464A870 249,225 3,005 SH SOLE 0 0 3,005
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 358,534 1,583 SH SOLE 0 0 1,583
TESLA INC COM 88160R101 515,307 1,622 SH SOLE 0 0 1,622
TJX COS INC NEW COM 872540109 276,865 2,242 SH SOLE 0 0 2,242
TRONOX HOLDINGS PLC SHS G9087Q102 63,629 12,550 SH SOLE 0 0 12,550
UBER TECHNOLOGIES INC COM 90353T100 366,669 3,930 SH SOLE 0 0 3,930
UNITED PARCEL SERVICE INC CL B 911312106 834,471 8,267 SH SOLE 0 0 8,267
UNITEDHEALTH GROUP INC COM 91324P102 1,280,220 4,104 SH SOLE 0 0 4,104
VANGUARD BD INDEX FDS INTERMED TERM 921937819 4,164,711 53,849 SH SOLE 0 0 53,849
VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 934,370 18,738 SH SOLE 0 0 18,738
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 204,080 1,059 SH SOLE 0 0 1,059
VANGUARD INDEX FDS GROWTH ETF 922908736 489,598 1,117 SH SOLE 0 0 1,117
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 492,546 2,995 SH SOLE 0 0 2,995
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,540,284 2,712 SH SOLE 0 0 2,712
VANGUARD INDEX FDS SM CP VAL ETF 922908611 310,309 1,591 SH SOLE 0 0 1,591
VANGUARD INDEX FDS SMALL CP ETF 922908751 934,649 3,944 SH SOLE 0 0 3,944
VANGUARD INDEX FDS SML CP GRW ETF 922908595 487,427 1,760 SH SOLE 0 0 1,760
VANGUARD INDEX FDS TOTAL STK MKT 922908769 1,404,835 4,622 SH SOLE 0 0 4,622
VANGUARD INDEX FDS VALUE ETF 922908744 2,214,823 12,532 SH SOLE 0 0 12,532
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 626,021 4,871 SH SOLE 0 0 4,871
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 940,493 8,613 SH SOLE 0 0 8,613
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5,638,165 27,558 SH SOLE 0 0 27,558
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 269,217 4,722 SH SOLE 0 0 4,722
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 374,644 2,943 SH SOLE 0 0 2,943
VERISK ANALYTICS INC COM 92345Y106 4,059,842 13,033 SH SOLE 0 0 13,033
VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 34,188,936 672,758 SH SOLE 0 0 672,758
VISA INC COM CL A 92826C839 1,037,811 2,923 SH SOLE 0 0 2,923
WALMART INC COM 931142103 593,133 6,066 SH SOLE 0 0 6,066
WASTE MGMT INC DEL COM 94106L109 378,697 1,655 SH SOLE 0 0 1,655
WISDOMTREE TR ITL HDG QTLY DIV 97717X594 276,247 6,132 SH SOLE 0 0 6,132
WISDOMTREE TR ITL HIGH DIV FD 97717W802 276,520 5,968 SH SOLE 0 0 5,968
WISDOMTREE TR US LARGECAP DIVD 97717W307 2,141,801 26,075 SH SOLE 0 0 26,075
WISDOMTREE TR US MIDCAP FUND 97717W570 410,771 6,650 SH SOLE 0 0 6,650
WISDOMTREE TR US QTLY DIV GRT 97717X669 22,932,417 273,880 SH SOLE 0 0 273,880
WISDOMTREE TR US SMALLCAP FUND 97717W562 7,366,314 144,551 SH SOLE 0 0 144,551
WISDOMTREE TR US TOTAL DIVIDND 97717W109 444,199 5,586 SH SOLE 0 0 5,586