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 260,698 1,695 SH SOLE 0 0 1,695
ABBOTT LABS COM 002824100 331,177 2,430 SH SOLE 0 0 2,430
ABBVIE INC COM 00287Y109 374,660 1,972 SH SOLE 0 0 1,972
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 242,096 800 SH SOLE 0 0 800
ADOBE INC COM 00724F101 264,275 674 SH SOLE 0 0 674
ALLIANT ENERGY CORP COM 018802108 213,778 3,484 SH SOLE 0 0 3,484
ALPHABET INC CAP STK CL A 02079K305 861,596 4,900 SH SOLE 0 0 4,900
ALPHABET INC CAP STK CL C 02079K107 747,445 4,225 SH SOLE 0 0 4,225
AMAZON COM INC COM 023135106 2,890,440 13,111 SH SOLE 0 0 13,111
AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 226,212 4,290 SH SOLE 0 0 4,290
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 1,761,474 22,621 SH SOLE 0 0 22,621
AMERICAN CENTY ETF TR INTL EQT ETF 025072703 3,755,336 50,789 SH SOLE 0 0 50,789
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 2,531,249 36,877 SH SOLE 0 0 36,877
AMERICAN CENTY ETF TR US EQT ETF 025072885 13,936,257 137,710 SH SOLE 0 0 137,710
AMERICAN CENTY ETF TR AVANTIS ALL INT 025072174 250,502 3,835 SH SOLE 0 0 3,835
AMERICAN TOWER CORP NEW COM 03027X100 997,376 4,443 SH SOLE 0 0 4,443
AMETEK INC COM 031100100 248,229 1,356 SH SOLE 0 0 1,356
AMPHENOL CORP NEW CL A 032095101 988,348 10,148 SH SOLE 0 0 10,148
APPLE INC COM 037833100 2,690,448 12,946 SH SOLE 0 0 12,946
AT&T INC COM 00206R102 230,614 7,985 SH SOLE 0 0 7,985
AUTOMATIC DATA PROCESSING IN COM 053015103 1,005,742 3,243 SH SOLE 0 0 3,243
BERKLEY W R CORP COM 084423102 252,606 3,467 SH SOLE 0 0 3,467
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 275,293 562 SH SOLE 0 0 562
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 1,596,363 29,372 SH SOLE 0 0 29,372
BLACKROCK ETF TRUST ISHARES US THEMA 09290C806 457,968 12,926 SH SOLE 0 0 12,926
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 200,669 3,815 SH SOLE 0 0 3,815
BLACKSTONE INC COM 09260D107 519,418 3,400 SH SOLE 0 0 3,400
BROADCOM INC COM 11135F101 643,050 2,429 SH SOLE 0 0 2,429
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 298,571 1,220 SH SOLE 0 0 1,220
CADENCE DESIGN SYSTEM INC COM 127387108 565,074 1,826 SH SOLE 0 0 1,826
CATERPILLAR INC COM 149123101 358,865 918 SH SOLE 0 0 918
COCA COLA CO COM 191216100 241,114 3,364 SH SOLE 0 0 3,364
COOPER COS INC COM 216648501 648,519 8,907 SH SOLE 0 0 8,907
COSTCO WHSL CORP NEW COM 22160K105 542,588 550 SH SOLE 0 0 550
CROWN CASTLE INC COM 22822V101 331,282 3,194 SH SOLE 0 0 3,194
DIGITAL RLTY TR INC COM 253868103 382,401 2,233 SH SOLE 0 0 2,233
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 20,284,618 562,836 SH SOLE 0 0 562,836
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 237,215 3,540 SH SOLE 0 0 3,540
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 4,217,354 99,795 SH SOLE 0 0 99,795
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1,276,861 26,618 SH SOLE 0 0 26,618
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 556,724 15,564 SH SOLE 0 0 15,564
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 247,333 10,485 SH SOLE 0 0 10,485
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 616,691 20,427 SH SOLE 0 0 20,427
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 11,193,402 360,380 SH SOLE 0 0 360,380
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 694,021 25,714 SH SOLE 0 0 25,714
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625 13,653,120 203,353 SH SOLE 0 0 203,353
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575 372,600 6,971 SH SOLE 0 0 6,971
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4,168,050 140,055 SH SOLE 0 0 140,055
EA SERIES TRUST ALPHA ARCH 1-3 02072L565 265,854 2,360 SH SOLE 0 0 2,360
EATON CORP PLC SHS G29183103 993,047 2,797 SH SOLE 0 0 2,797
ECOLAB INC COM 278865100 376,474 1,381 SH SOLE 0 0 1,381
ELEVANCE HEALTH INC COM 036752103 660,523 1,669 SH SOLE 0 0 1,669
ELI LILLY & CO COM 532457108 6,656,282 8,579 SH SOLE 0 0 8,579
EMCOR GROUP INC COM 29084Q100 235,180 443 SH SOLE 0 0 443
EOG RES INC COM 26875P101 207,235 1,710 SH SOLE 0 0 1,710
EQUIFAX INC COM 294429105 204,554 775 SH SOLE 0 0 775
EQUINIX INC COM 29444U700 308,607 388 SH SOLE 0 0 388
ETF SER SOLUTIONS DISTILLATE US 26922A321 767,973 13,665 SH SOLE 0 0 13,665
FAIR ISAAC CORP COM 303250104 447,893 243 SH SOLE 0 0 243
FLEX LTD ORD Y2573F102 233,091 4,807 SH SOLE 0 0 4,807
GALLAGHER ARTHUR J & CO COM 363576109 340,257 1,065 SH SOLE 0 0 1,065
GARTNER INC COM 366651107 265,575 653 SH SOLE 0 0 653
GRAINGER W W INC COM 384802104 276,708 263 SH SOLE 0 0 263
HEICO CORP NEW CL A 422806208 281,500 1,116 SH SOLE 0 0 1,116
HERSHEY CO COM 427866108 272,196 1,548 SH SOLE 0 0 1,548
HOME DEPOT INC COM 437076102 221,744 594 SH SOLE 0 0 594
HOULIHAN LOKEY INC CL A 441593100 265,063 1,460 SH SOLE 0 0 1,460
HUDSON PAC PPTYS INC COM 444097109 33,143 12,096 SH SOLE 0 0 12,096
INTERNATIONAL BUSINESS MACHS COM 459200101 299,645 1,029 SH SOLE 0 0 1,029
INTUITIVE SURGICAL INC COM NEW 46120E602 291,591 542 SH SOLE 0 0 542
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 912,596 4,054 SH SOLE 0 0 4,054
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 3,536,485 68,298 SH SOLE 0 0 68,298
INVESCO QQQ TR UNIT SER 1 46090E103 2,125,943 3,887 SH SOLE 0 0 3,887
IQVIA HLDGS INC COM 46266C105 512,384 3,151 SH SOLE 0 0 3,151
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 644,836 10,776 SH SOLE 0 0 10,776
ISHARES GOLD TR ISHARES NEW 464285204 287,922 4,576 SH SOLE 0 0 4,576
ISHARES INC CORE MSCI EMKT 46434G103 952,126 15,845 SH SOLE 0 0 15,845
ISHARES TR CORE INTL AGGR 46435G672 230,124 4,499 SH SOLE 0 0 4,499
ISHARES TR TRS FLT RT BD 46434V860 2,513,154 49,795 SH SOLE 0 0 49,795
ISHARES TR S&P 100 ETF 464287101 392,625 1,294 SH SOLE 0 0 1,294
ISHARES TR 1 3 YR TREAS BD 464287457 1,280,885 15,524 SH SOLE 0 0 15,524
ISHARES TR ESG AWR MSCI USA 46435G425 357,861 2,652 SH SOLE 0 0 2,652
ISHARES TR EAFE GRWTH ETF 464288885 1,177,766 10,580 SH SOLE 0 0 10,580
ISHARES TR 0-3 MNTH TREASRY 46436E718 2,982,796 29,718 SH SOLE 0 0 29,718
ISHARES TR EAFE VALUE ETF 464288877 1,560,617 24,538 SH SOLE 0 0 24,538
ISHARES TR CORE MSCI TOTAL 46432F834 677,694 8,758 SH SOLE 0 0 8,758
ISHARES TR MSCI USA QLT FCT 46432F339 1,801,649 9,822 SH SOLE 0 0 9,822
ISHARES TR MSCI USA MMENTM 46432F396 303,354 1,281 SH SOLE 0 0 1,281
ISHARES TR U.S. TECH ETF 464287721 571,724 3,336 SH SOLE 0 0 3,336
ISHARES TR S&P 500 VAL ETF 464287408 1,471,858 7,460 SH SOLE 0 0 7,460
ISHARES TR S&P 500 GRWT ETF 464287309 1,787,544 16,404 SH SOLE 0 0 16,404
ISHARES TR CORE S&P500 ETF 464287200 2,567,712 4,137 SH SOLE 0 0 4,137
ISHARES TR MBS ETF 464288588 300,039 3,210 SH SOLE 0 0 3,210
ISHARES TR 10-20 YR TRS ETF 464288653 289,863 2,862 SH SOLE 0 0 2,862
ISHARES TR CORE TOTAL USD 46434V613 1,398,474 30,362 SH SOLE 0 0 30,362
ISHARES TR EXPONENTIAL TECH 46434V381 275,184 4,231 SH SOLE 0 0 4,231
JABIL INC COM 466313103 288,115 1,333 SH SOLE 0 0 1,333
JPMORGAN CHASE & CO. COM 46625H100 526,406 1,813 SH SOLE 0 0 1,813
KIMBERLY-CLARK CORP COM 494368103 230,844 1,754 SH SOLE 0 0 1,754
KLA CORP COM NEW 482480100 347,855 387 SH SOLE 0 0 387
LABCORP HOLDINGS INC COM SHS 504922105 408,810 1,547 SH SOLE 0 0 1,547
LAM RESEARCH CORP COM NEW 512807306 426,835 4,409 SH SOLE 0 0 4,409
LOCKHEED MARTIN CORP COM 539830109 218,746 469 SH SOLE 0 0 469
LPL FINL HLDGS INC COM 50212V100 311,497 835 SH SOLE 0 0 835
MASTERCARD INCORPORATED CL A 57636Q104 1,708,662 3,026 SH SOLE 0 0 3,026
META PLATFORMS INC CL A 30303M102 1,804,162 2,508 SH SOLE 0 0 2,508
MICROSOFT CORP COM 594918104 3,637,967 7,393 SH SOLE 0 0 7,393
MONOLITHIC PWR SYS INC COM 609839105 222,597 298 SH SOLE 0 0 298
MONSTER BEVERAGE CORP NEW COM 61174X109 213,367 3,358 SH SOLE 0 0 3,358
MOTOROLA SOLUTIONS INC COM NEW 620076307 437,994 1,029 SH SOLE 0 0 1,029
NETFLIX INC COM 64110L106 645,506 499 SH SOLE 0 0 499
NISOURCE INC COM 65473P105 322,964 8,062 SH SOLE 0 0 8,062
NVIDIA CORPORATION COM 67066G104 2,258,884 14,735 SH SOLE 0 0 14,735
PALO ALTO NETWORKS INC COM 697435105 214,967 1,088 SH SOLE 0 0 1,088
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 270,332 2,699 SH SOLE 0 0 2,699
PIMCO ETF TR INTER MUN BD ACT 72201R866 291,232 5,687 SH SOLE 0 0 5,687
PIMCO ETF TR ACTIVE BD ETF 72201R775 9,425,687 102,777 SH SOLE 0 0 102,777
PIMCO ETF TR MULTISECTOR BD 72201R585 10,396,587 393,959 SH SOLE 0 0 393,959
PROCTER AND GAMBLE CO COM 742718109 2,644,330 16,402 SH SOLE 0 0 16,402
PROLOGIS INC. COM 74340W103 310,361 2,912 SH SOLE 0 0 2,912
ROPER TECHNOLOGIES INC COM 776696106 483,367 844 SH SOLE 0 0 844
SALESFORCE INC COM 79466L302 278,164 1,023 SH SOLE 0 0 1,023
SCHWAB CHARLES CORP COM 808513105 971,906 10,660 SH SOLE 0 0 10,660
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 360,933 16,354 SH SOLE 0 0 16,354
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4,534,370 185,379 SH SOLE 0 0 185,379
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 427,305 14,775 SH SOLE 0 0 14,775
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 330,713 12,226 SH SOLE 0 0 12,226
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 346,984 13,980 SH SOLE 0 0 13,980
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,861,350 7,417 SH SOLE 0 0 7,417
SILA REALTY TRUST INC COMMON STOCK 146280508 258,006 10,993 SH SOLE 0 0 10,993
SIMON PPTY GROUP INC NEW COM 828806109 304,009 1,851 SH SOLE 0 0 1,851
SPDR GOLD TR GOLD SHS 78463V107 2,413,037 7,846 SH SOLE 0 0 7,846
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 371,124 8,661 SH SOLE 0 0 8,661
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 219,508 5,428 SH SOLE 0 0 5,428
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,193,851 1,933 SH SOLE 0 0 1,933
SPDR SERIES TRUST SSGA US LRG ETF 78468R804 563,853 3,209 SH SOLE 0 0 3,209
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 1,230,037 16,931 SH SOLE 0 0 16,931
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 335,626 3,558 SH SOLE 0 0 3,558
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 225,631 2,708 SH SOLE 0 0 2,708
TELEDYNE TECHNOLOGIES INC COM 879360105 438,415 857 SH SOLE 0 0 857
TJX COS INC NEW COM 872540109 813,360 6,499 SH SOLE 0 0 6,499
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 286,604 3,658 SH SOLE 0 0 3,658
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 303,524 6,138 SH SOLE 0 0 6,138
VANGUARD INDEX FDS TOTAL STK MKT 922908769 676,072 2,224 SH SOLE 0 0 2,224
VANGUARD INDEX FDS EXTEND MKT ETF 922908652 596,614 3,082 SH SOLE 0 0 3,082
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 596,944 6,654 SH SOLE 0 0 6,654
VANGUARD INDEX FDS SMALL CP ETF 922908751 549,275 2,294 SH SOLE 0 0 2,294
VANGUARD INDEX FDS MID CAP ETF 922908629 640,786 2,277 SH SOLE 0 0 2,277
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,237,521 10,986 SH SOLE 0 0 10,986
VANGUARD INDEX FDS VALUE ETF 922908744 957,617 5,363 SH SOLE 0 0 5,363
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 963,255 19,397 SH SOLE 0 0 19,397
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 595,521 5,510 SH SOLE 0 0 5,510
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3,058,508 53,686 SH SOLE 0 0 53,686
VERISK ANALYTICS INC COM 92345Y106 239,094 764 SH SOLE 0 0 764
VIMEO INC COMMON STOCK 92719V100 42,440 10,505 SH SOLE 0 0 10,505
VISA INC COM CL A 92826C839 1,126,484 3,169 SH SOLE 0 0 3,169
WABTEC COM 929740108 218,760 1,045 SH SOLE 0 0 1,045
WELLTOWER INC COM 95040Q104 503,918 3,324 SH SOLE 0 0 3,324
ZOETIS INC CL A 98978V103 497,859 3,127 SH SOLE 0 0 3,127