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
ABBOTT LABS COM 002824100 407,513 2,996 SH SOLE 0 0 0 2,996
ABBVIE INC COM 00287Y109 1,308,848 7,051 SH SOLE 0 0 0 7,051
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 303,244 1,015 SH SOLE 0 0 0 1,015
ADOBE INC COM 00724F101 325,753 842 SH SOLE 0 0 0 842
ADVANCED MICRO DEVICES INC COM 007903107 378,022 2,664 SH SOLE 0 0 0 2,664
AIRBNB INC COM CL A 009066101 503,951 3,808 SH SOLE 0 0 0 3,808
ALCON AG ORD SHS H01301128 290,808 3,294 SH SOLE 0 0 0 3,294
ALPHABET INC CAP STK CL A 02079K305 4,722,137 26,795 SH SOLE 0 0 0 26,795
ALPHABET INC CAP STK CL C 02079K107 1,618,735 9,125 SH SOLE 0 0 0 9,125
ALTRIA GROUP INC COM 02209S103 323,997 5,526 SH SOLE 0 0 0 5,526
AMAZON COM INC COM 023135106 7,811,600 35,606 SH SOLE 0 0 0 35,606
AMDOCS LTD SHS G02602103 691,296 7,577 SH SOLE 0 0 0 7,577
AMERICAN CENTY ETF TR US SML CP VALU 025072877 7,945,411 87,216 SH SOLE 0 0 0 87,216
AMERICAN ELEC PWR CO INC COM 025537101 289,065 2,786 SH SOLE 0 0 0 2,786
AMERICAN EXPRESS CO COM 025816109 1,179,726 3,698 SH SOLE 0 0 0 3,698
AMERICAN TOWER CORP NEW COM 03027X100 216,318 979 SH SOLE 0 0 0 979
AMERICAN WTR WKS CO INC NEW COM 030420103 242,283 1,742 SH SOLE 0 0 0 1,742
AMERIPRISE FINL INC COM 03076C106 652,777 1,223 SH SOLE 0 0 0 1,223
AMGEN INC COM 031162100 1,333,478 4,776 SH SOLE 0 0 0 4,776
AMPHENOL CORP NEW CL A 032095101 800,969 8,111 SH SOLE 0 0 0 8,111
ANALOG DEVICES INC COM 032654105 203,374 854 SH SOLE 0 0 0 854
APPLE INC COM 037833100 28,568,274 139,242 SH SOLE 0 0 0 139,242
APPLE INC COM 037833100 93,000 20,000 SH Put SOLE 0 0 0 20,000
APPLE INC COM 037833100 8,624 5,600 SH Call SOLE 0 0 0 5,600
APPLE INC COM 037833100 42,200 20,000 SH Call SOLE 0 0 0 20,000
APPLE INC COM 037833100 1,368 5,700 SH Call SOLE 0 0 0 5,700
APPLE INC COM 037833100 47,250 10,000 SH Put SOLE 0 0 0 10,000
APPLE INC COM 037833100 9,300 3,000 SH Put SOLE 0 0 0 3,000
APPLE INC COM 037833100 6,795 4,500 SH Put SOLE 0 0 0 4,500
APPLE INC COM 037833100 43,575 15,000 SH Call SOLE 0 0 0 15,000
APPLE INC COM 037833100 10,800 15,000 SH Call SOLE 0 0 0 15,000
ARCHER DANIELS MIDLAND CO COM 039483102 208,040 3,942 SH SOLE 0 0 0 3,942
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 569,708 3,289 SH SOLE 0 0 0 3,289
ASML HOLDING N V N Y REGISTRY SHS N07059210 438,365 547 SH SOLE 0 0 0 547
AT&T INC COM 00206R102 1,037,847 35,862 SH SOLE 0 0 0 35,862
AUTOMATIC DATA PROCESSING IN COM 053015103 567,056 1,839 SH SOLE 0 0 0 1,839
BANK AMERICA CORP COM 060505104 1,121,074 23,691 SH SOLE 0 0 0 23,691
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,408,933 4,959 SH SOLE 0 0 0 4,959
BLACKROCK INC COM 09290D101 610,548 582 SH SOLE 0 0 0 582
BLACKSTONE INC COM 09260D107 333,919 2,232 SH SOLE 0 0 0 2,232
BOEING CO COM 097023105 307,375 1,467 SH SOLE 0 0 0 1,467
BOOKING HOLDINGS INC COM 09857L108 243,148 42 SH SOLE 0 0 0 42
BOSTON SCIENTIFIC CORP COM 101137107 204,401 1,903 SH SOLE 0 0 0 1,903
BREAD FINANCIAL HOLDINGS INC COM 018581108 215,400 3,771 SH SOLE 0 0 0 3,771
BROADCOM INC COM 11135F101 1,885,834 6,841 SH SOLE 0 0 0 6,841
BROWN & BROWN INC COM 115236101 578,843 5,221 SH SOLE 0 0 0 5,221
CADENCE DESIGN SYSTEM INC COM 127387108 694,878 2,255 SH SOLE 0 0 0 2,255
CALAMOS ETF TR RUSSELL 2000 STR 12811T837 285,530 11,082 SH SOLE 0 0 0 11,082
CAPITAL ONE FINL CORP COM 14040H105 354,711 1,667 SH SOLE 0 0 0 1,667
CARLYLE GROUP INC COM 14316J108 301,396 5,864 SH SOLE 0 0 0 5,864
CARRIER GLOBAL CORPORATION COM 14448C104 1,161,463 15,869 SH SOLE 0 0 0 15,869
CATERPILLAR INC COM 149123101 377,094 971 SH SOLE 0 0 0 971
CBRE GROUP INC CL A 12504L109 205,976 1,470 SH SOLE 0 0 0 1,470
CENCORA INC COM 03073E105 402,413 1,342 SH SOLE 0 0 0 1,342
CHEVRON CORP NEW COM 166764100 539,379 3,767 SH SOLE 0 0 0 3,767
CHIPOTLE MEXICAN GRILL INC COM 169656105 647,302 11,528 SH SOLE 0 0 0 11,528
CHUBB LIMITED COM H1467J104 822,266 2,838 SH SOLE 0 0 0 2,838
CINTAS CORP COM 172908105 571,094 2,562 SH SOLE 0 0 0 2,562
CISCO SYS INC COM 17275R102 733,740 10,576 SH SOLE 0 0 0 10,576
CITIGROUP INC COM NEW 172967424 288,466 3,389 SH SOLE 0 0 0 3,389
CME GROUP INC COM 12572Q105 213,743 775 SH SOLE 0 0 0 775
COCA COLA CO COM 191216100 970,219 13,713 SH SOLE 0 0 0 13,713
COLGATE PALMOLIVE CO COM 194162103 201,045 2,212 SH SOLE 0 0 0 2,212
COMCAST CORP NEW CL A 20030N101 819,120 22,951 SH SOLE 0 0 0 22,951
COSTCO WHSL CORP NEW COM 22160K105 2,107,076 2,128 SH SOLE 0 0 0 2,128
CROWDSTRIKE HLDGS INC CL A 22788C105 621,358 1,220 SH SOLE 0 0 0 1,220
CUMMINS INC COM 231021106 556,754 1,700 SH SOLE 0 0 0 1,700
CVS HEALTH CORP COM 126650100 202,745 2,939 SH SOLE 0 0 0 2,939
DANAHER CORPORATION COM 235851102 677,846 3,431 SH SOLE 0 0 0 3,431
DATADOG INC CL A COM 23804L103 619,127 4,609 SH SOLE 0 0 0 4,609
DEERE & CO COM 244199105 320,333 630 SH SOLE 0 0 0 630
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,695,646 47,312 SH SOLE 0 0 0 47,312
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 254,262 3,794 SH SOLE 0 0 0 3,794
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 214,302 7,297 SH SOLE 0 0 0 7,297
DISNEY WALT CO COM 254687106 832,948 6,717 SH SOLE 0 0 0 6,717
DUKE ENERGY CORP NEW COM NEW 26441C204 592,327 5,020 SH SOLE 0 0 0 5,020
DYNATRACE INC COM NEW 268150109 430,334 7,795 SH SOLE 0 0 0 7,795
EATON CORP PLC SHS G29183103 411,196 1,152 SH SOLE 0 0 0 1,152
EBAY INC. COM 278642103 764,880 10,272 SH SOLE 0 0 0 10,272
ECOLAB INC COM 278865100 519,555 1,928 SH SOLE 0 0 0 1,928
ELEVANCE HEALTH INC COM 036752103 593,894 1,527 SH SOLE 0 0 0 1,527
ELI LILLY & CO COM 532457108 2,713,224 3,481 SH SOLE 0 0 0 3,481
EOG RES INC COM 26875P101 223,366 1,867 SH SOLE 0 0 0 1,867
EVERSOURCE ENERGY COM 30040W108 307,905 4,840 SH SOLE 0 0 0 4,840
EXXON MOBIL CORP COM 30231G102 1,097,043 10,177 SH SOLE 0 0 0 10,177
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 229,252 4,407 SH SOLE 0 0 0 4,407
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1,014,611 57,001 SH SOLE 0 0 0 57,001
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 282,863 2,325 SH SOLE 0 0 0 2,325
FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF 33738R308 8,856,111 387,576 SH SOLE 0 0 0 387,576
FIRST TR EXCHNG TRADED FD VI SKYBRIDGE CRYPTO 33740F540 415,589 17,906 SH SOLE 0 0 0 17,906
FLOWSERVE CORP COM 34354P105 239,772 4,580 SH SOLE 0 0 0 4,580
FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS 354921108 208,296 3,337 SH SOLE 0 0 0 3,337
GALLAGHER ARTHUR J & CO COM 363576109 889,094 2,777 SH SOLE 0 0 0 2,777
GE AEROSPACE COM NEW 369604301 1,452,091 5,642 SH SOLE 0 0 0 5,642
GE VERNOVA INC COM 36828A101 534,756 1,011 SH SOLE 0 0 0 1,011
GEN DIGITAL INC COM 668771108 747,612 25,429 SH SOLE 0 0 0 25,429
GILEAD SCIENCES INC COM 375558103 205,480 1,853 SH SOLE 0 0 0 1,853
GLOBAL X FDS DOW 30 COVERED C 37960A859 1,556,044 71,773 SH SOLE 0 0 0 71,773
GLOBAL X FDS 1-3 MONTH T-BILL 37960A438 35,552,550 354,039 SH SOLE 0 0 0 354,039
GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 393,797 5,219 SH SOLE 0 0 0 5,219
GOLDMAN SACHS ETF TR NASDAQ-100 PREMI 38149W630 4,898,677 98,347 SH SOLE 0 0 0 98,347
GOLDMAN SACHS GROUP INC COM 38141G104 313,596 443 SH SOLE 0 0 0 443
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 280,787 3,310 SH SOLE 0 0 0 3,310
HARLEY DAVIDSON INC COM 412822108 308,408 13,068 SH SOLE 0 0 0 13,068
HCA HEALTHCARE INC COM 40412C101 263,248 687 SH SOLE 0 0 0 687
HDFC BANK LTD SPONSORED ADS 40415F101 368,795 4,810 SH SOLE 0 0 0 4,810
HOME DEPOT INC COM 437076102 1,265,175 3,451 SH SOLE 0 0 0 3,451
HONEYWELL INTL INC COM 438516106 370,942 1,593 SH SOLE 0 0 0 1,593
HUBBELL INC COM 443510607 462,238 1,132 SH SOLE 0 0 0 1,132
INTEL CORP COM 458140100 208,116 9,291 SH SOLE 0 0 0 9,291
INTERNATIONAL BUSINESS MACHS COM 459200101 2,182,646 7,404 SH SOLE 0 0 0 7,404
INTERPUBLIC GROUP COS INC COM 460690100 390,393 15,947 SH SOLE 0 0 0 15,947
INTUIT COM 461202103 1,356,562 1,722 SH SOLE 0 0 0 1,722
INTUITIVE SURGICAL INC COM NEW 46120E602 627,095 1,154 SH SOLE 0 0 0 1,154
INVESCO EXCH TRADED FD TR II ESG S&P 500 EQL 46138G516 361,518 13,127 SH SOLE 0 0 0 13,127
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,513,677 13,831 SH SOLE 0 0 0 13,831
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 557,823 12,188 SH SOLE 0 0 0 12,188
INVESCO QQQ TR UNIT SER 1 46090E103 523,049 948 SH SOLE 0 0 0 948
ISHARES GOLD TR ISHARES NEW 464285204 211,089 3,385 SH SOLE 0 0 0 3,385
ISHARES TR CORE S&P SCP ETF 464287804 251,955 2,305 SH SOLE 0 0 0 2,305
ISHARES TR RUS 1000 VAL ETF 464287598 35,329,788 181,897 SH SOLE 0 0 0 181,897
ISHARES TR RUS 1000 GRW ETF 464287614 14,115,350 33,245 SH SOLE 0 0 0 33,245
ISHARES TR CORE HIGH DV ETF 46429B663 6,321,614 53,952 SH SOLE 0 0 0 53,952
ISHARES TR CORE S&P500 ETF 464287200 1,912,569 3,080 SH SOLE 0 0 0 3,080
ISHARES TR CORE S&P TTL STK 464287150 300,458 2,225 SH SOLE 0 0 0 2,225
ISHARES TR MSCI USA QLT FCT 46432F339 288,366 1,577 SH SOLE 0 0 0 1,577
ISHARES TR CORE MSCI TOTAL 46432F834 328,936 4,255 SH SOLE 0 0 0 4,255
ISHARES TR ESG OPTIMIZED 464288802 213,210 1,682 SH SOLE 0 0 0 1,682
ISHARES TR 0-5YR HI YL CP 46434V407 225,061 5,217 SH SOLE 0 0 0 5,217
ISHARES TR CORE MSCI EAFE 46432F842 400,741 4,800 SH SOLE 0 0 0 4,800
ISHARES TR RUS MID CAP ETF 464287499 551,360 5,995 SH SOLE 0 0 0 5,995
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 23,290,873 457,401 SH SOLE 0 0 0 457,401
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 49,519,446 975,753 SH SOLE 0 0 0 975,753
JOHNSON & JOHNSON COM 478160104 853,507 5,588 SH SOLE 0 0 0 5,588
JPMORGAN CHASE & CO. COM 46625H100 4,457,556 15,376 SH SOLE 0 0 0 15,376
KIMBERLY-CLARK CORP COM 494368103 705,410 5,472 SH SOLE 0 0 0 5,472
KKR & CO INC COM 48251W104 1,029,332 7,738 SH SOLE 0 0 0 7,738
KLA CORP COM NEW 482480100 706,062 788 SH SOLE 0 0 0 788
LINDE PLC SHS G54950103 295,692 630 SH SOLE 0 0 0 630
LOCKHEED MARTIN CORP COM 539830109 289,190 624 SH SOLE 0 0 0 624
LOWES COS INC COM 548661107 217,502 980 SH SOLE 0 0 0 980
MARVELL TECHNOLOGY INC COM 573874104 856,440 11,065 SH SOLE 0 0 0 11,065
MASCO CORP COM 574599106 324,668 5,045 SH SOLE 0 0 0 5,045
MASTERCARD INCORPORATED CL A 57636Q104 1,369,223 2,437 SH SOLE 0 0 0 2,437
MCDONALDS CORP COM 580135101 933,180 3,194 SH SOLE 0 0 0 3,194
MEDTRONIC PLC SHS G5960L103 857,849 9,841 SH SOLE 0 0 0 9,841
MERCK & CO INC COM 58933Y105 1,712,315 21,631 SH SOLE 0 0 0 21,631
META PLATFORMS INC CL A 30303M102 4,802,172 6,506 SH SOLE 0 0 0 6,506
METLIFE INC COM 59156R108 221,788 2,758 SH SOLE 0 0 0 2,758
MICRON TECHNOLOGY INC COM 595112103 244,218 1,981 SH SOLE 0 0 0 1,981
MICROSOFT CORP COM 594918104 12,743,833 25,620 SH SOLE 0 0 0 25,620
MICROSTRATEGY INC CL A NEW 594972408 692,850 1,714 SH SOLE 0 0 0 1,714
MONOLITHIC PWR SYS INC COM 609839105 603,591 825 SH SOLE 0 0 0 825
MORGAN STANLEY COM NEW 617446448 454,883 3,229 SH SOLE 0 0 0 3,229
NETAPP INC COM 64110D104 700,069 6,570 SH SOLE 0 0 0 6,570
NETFLIX INC COM 64110L106 1,144,956 855 SH SOLE 0 0 0 855
NEXTERA ENERGY INC COM 65339F101 268,427 3,867 SH SOLE 0 0 0 3,867
NOKIA CORP SPONSORED ADR 654902204 155,519 30,023 SH SOLE 0 0 0 30,023
NORFOLK SOUTHN CORP COM 655844108 289,248 1,130 SH SOLE 0 0 0 1,130
NOVO-NORDISK A S ADR 670100205 363,836 5,271 SH SOLE 0 0 0 5,271
NVIDIA CORPORATION COM 67066G104 16,731,331 105,901 SH SOLE 0 0 0 105,901
OMNICOM GROUP INC COM 681919106 459,593 6,389 SH SOLE 0 0 0 6,389
ORACLE CORP COM 68389X105 606,356 2,773 SH SOLE 0 0 0 2,773
OTIS WORLDWIDE CORP COM 68902V107 216,148 2,183 SH SOLE 0 0 0 2,183
PALANTIR TECHNOLOGIES INC CL A 69608A108 723,723 5,309 SH SOLE 0 0 0 5,309
PALO ALTO NETWORKS INC COM 697435105 544,138 2,659 SH SOLE 0 0 0 2,659
PARKER-HANNIFIN CORP COM 701094104 334,941 480 SH SOLE 0 0 0 480
PEPSICO INC COM 713448108 422,372 3,199 SH SOLE 0 0 0 3,199
PFIZER INC COM 717081103 481,737 19,874 SH SOLE 0 0 0 19,874
PHILIP MORRIS INTL INC COM 718172109 934,577 5,131 SH SOLE 0 0 0 5,131
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 68,088,838 677,265 SH SOLE 0 0 0 677,265
PPG INDS INC COM 693506107 690,381 6,069 SH SOLE 0 0 0 6,069
PROCTER AND GAMBLE CO COM 742718109 1,470,677 9,231 SH SOLE 0 0 0 9,231
PROGRESSIVE CORP COM 743315103 996,046 3,732 SH SOLE 0 0 0 3,732
PROSHARES TR S&P 500 HIGH INC 74347G242 7,817,460 184,244 SH SOLE 0 0 0 184,244
PROSHARES TR RUSSELL 2000 HIG 74349Y787 502,557 13,797 SH SOLE 0 0 0 13,797
QUALCOMM INC COM 747525103 1,093,724 6,868 SH SOLE 0 0 0 6,868
RB GLOBAL INC COM 74935Q107 470,846 4,434 SH SOLE 0 0 0 4,434
READY CAPITAL CORP COM 75574U101 102,324 23,415 SH SOLE 0 0 0 23,415
REDDIT INC CL A 75734B100 1,795,848 11,927 SH SOLE 0 0 0 11,927
RITHM CAPITAL CORP COM NEW 64828T201 116,118 10,285 SH SOLE 0 0 0 10,285
ROPER TECHNOLOGIES INC COM 776696106 218,802 386 SH SOLE 0 0 0 386
RTX CORPORATION COM 75513E101 1,623,911 11,121 SH SOLE 0 0 0 11,121
S&P GLOBAL INC COM 78409V104 411,062 780 SH SOLE 0 0 0 780
SALESFORCE INC COM 79466L302 352,328 1,292 SH SOLE 0 0 0 1,292
SCHWAB CHARLES CORP COM 808513105 647,653 7,098 SH SOLE 0 0 0 7,098
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 463,839 18,334 SH SOLE 0 0 0 18,334
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 203,039 5,073 SH SOLE 0 0 0 5,073
SEI INVTS CO COM 784117103 510,339 5,679 SH SOLE 0 0 0 5,679
SEMPRA COM 816851109 430,525 5,682 SH SOLE 0 0 0 5,682
SENSEONICS HLDGS INC COM 81727U105 11,910 25,000 SH SOLE 0 0 0 25,000
SERVICENOW INC COM 81762P102 1,087,709 1,058 SH SOLE 0 0 0 1,058
SHOPIFY INC CL A SUB VTG SHS 82509L107 358,508 3,108 SH SOLE 0 0 0 3,108
SOUTHERN CO COM 842587107 283,195 3,084 SH SOLE 0 0 0 3,084
SPDR S&P 500 ETF TR TR UNIT 78462F103 581,711 942 SH SOLE 0 0 0 942
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 204,208 4,812 SH SOLE 0 0 0 4,812
SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 3,207,615 75,296 SH SOLE 0 0 0 75,296
SPDR SERIES TRUST PORTFOLIO S&P400 78464A847 5,560,240 102,248 SH SOLE 0 0 0 102,248
SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 3,428,238 45,777 SH SOLE 0 0 0 45,777
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 549,766 7,563 SH SOLE 0 0 0 7,563
SPOTIFY TECHNOLOGY S A SHS L8681T102 287,753 375 SH SOLE 0 0 0 375
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 8,349,011 184,102 SH SOLE 0 0 0 184,102
T-MOBILE US INC COM 872590104 437,716 1,837 SH SOLE 0 0 0 1,837
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,208,234 5,335 SH SOLE 0 0 0 5,335
TCW ETF TRUST TRANSFRM 500 ETF 29287L106 612,262 8,417 SH SOLE 0 0 0 8,417
TESLA INC COM 88160R101 2,024,765 6,374 SH SOLE 0 0 0 6,374
TEXAS INSTRS INC COM 882508104 640,558 3,085 SH SOLE 0 0 0 3,085
THE CAMPBELLS COMPANY COM 134429109 429,929 14,027 SH SOLE 0 0 0 14,027
THE CIGNA GROUP COM 125523100 212,222 642 SH SOLE 0 0 0 642
THE TRADE DESK INC COM CL A 88339J105 399,257 5,546 SH SOLE 0 0 0 5,546
THERMO FISHER SCIENTIFIC INC COM 883556102 268,940 663 SH SOLE 0 0 0 663
TJX COS INC NEW COM 872540109 380,782 3,084 SH SOLE 0 0 0 3,084
TRANE TECHNOLOGIES PLC SHS G8994E103 301,887 690 SH SOLE 0 0 0 690
UBER TECHNOLOGIES INC COM 90353T100 746,901 8,005 SH SOLE 0 0 0 8,005
UNION PAC CORP COM 907818108 416,196 1,809 SH SOLE 0 0 0 1,809
UNITEDHEALTH GROUP INC COM 91324P102 528,217 1,693 SH SOLE 0 0 0 1,693
UNUM GROUP COM 91529Y106 228,343 2,827 SH SOLE 0 0 0 2,827
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 522,158 1,872 SH SOLE 0 0 0 1,872
VANGUARD INDEX FDS SMALL CP ETF 922908751 813,603 3,433 SH SOLE 0 0 0 3,433
VANGUARD INDEX FDS TOTAL STK MKT 922908769 16,002,448 52,652 SH SOLE 0 0 0 52,652
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 84,501,443 148,762 SH SOLE 0 0 0 148,762
VANGUARD INDEX FDS GROWTH ETF 922908736 3,246,455 7,405 SH SOLE 0 0 0 7,405
VANGUARD INDEX FDS VALUE ETF 922908744 898,343 5,083 SH SOLE 0 0 0 5,083
VANGUARD INDEX FDS MID CAP ETF 922908629 1,494,631 5,341 SH SOLE 0 0 0 5,341
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 289,710 4,310 SH SOLE 0 0 0 4,310
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 56,219,561 274,684 SH SOLE 0 0 0 274,684
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 17,589,023 308,525 SH SOLE 0 0 0 308,525
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3,884,611 29,140 SH SOLE 0 0 0 29,140
VANGUARD WORLD FD MEGA CAP INDEX 921910873 1,264,676 5,623 SH SOLE 0 0 0 5,623
VERALTO CORP COM SHS 92338C103 448,084 4,439 SH SOLE 0 0 0 4,439
VERISK ANALYTICS INC COM 92345Y106 556,803 1,787 SH SOLE 0 0 0 1,787
VERIZON COMMUNICATIONS INC COM 92343V104 411,637 9,513 SH SOLE 0 0 0 9,513
VISA INC COM CL A 92826C839 2,333,446 6,572 SH SOLE 0 0 0 6,572
WABTEC COM 929740108 749,392 3,580 SH SOLE 0 0 0 3,580
WALMART INC COM 931142103 2,008,100 20,537 SH SOLE 0 0 0 20,537
WEC ENERGY GROUP INC COM 92939U106 327,615 3,144 SH SOLE 0 0 0 3,144
WELLS FARGO CO NEW COM 949746101 273,625 3,415 SH SOLE 0 0 0 3,415
WEST PHARMACEUTICAL SVSC INC COM 955306105 431,133 1,970 SH SOLE 0 0 0 1,970
WILLIAMS COS INC COM 969457100 633,159 10,081 SH SOLE 0 0 0 10,081
WORKDAY INC CL A 98138H101 399,840 1,666 SH SOLE 0 0 0 1,666
ZOETIS INC CL A 98978V103 219,991 1,411 SH SOLE 0 0 0 1,411