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
iShares Core S&P 500 ETF ETF 464287200 44,780,970 72,123 SH SOLE 0 0 72,123
Vanguard FTSE Developed Markets ETF ETF 921943858 37,738,375 661,961 SH SOLE 0 0 661,961
iShares Core S&P Small Cap ETF ETF 464287804 32,050,459 293,261 SH SOLE 0 0 293,261
SPDR S&P 500 ETF Trust ETF 78462F103 16,613,523 26,813 SH SOLE 0 0 26,813
Eli Lilly & Co Common Stock 532457108 11,476,415 14,722 SH SOLE 0 0 14,722
Schwab US TIPS ETF ETF 808524870 8,910,358 333,971 SH SOLE 0 0 333,971
Apple Inc Common Stock 037833100 8,348,814 40,692 SH SOLE 0 0 40,692
Vanguard Small-Cap Index Fund ETF ETF 922908751 7,849,730 33,014 SH SOLE 0 0 33,014
Vanguard Total Stock Market Index Fund ETF ETF 922908769 7,797,685 25,579 SH SOLE 0 0 25,579
iShares MSCI EAFE ETF ETF 464287465 5,416,320 60,592 SH SOLE 0 0 60,592
Nvidia Corporation Common Stock 67066G104 5,348,214 33,849 SH SOLE 0 0 33,849
Microsoft Common Stock 594918104 5,289,950 10,635 SH SOLE 0 0 10,635
Hillenbrand Inc Common Stock 431571108 5,193,173 258,753 SH SOLE 0 0 258,753
Amazon.Com Inc Common Stock 023135106 3,967,047 18,082 SH SOLE 0 0 18,082
iShares Core MSCI EAFE ETF ETF 46432F842 3,841,745 46,020 SH SOLE 0 0 46,020
Vanguard S&P 500 ETF ETF 922908363 3,433,489 6,026 SH SOLE 0 0 6,026
Alphabet Inc Cap STK Common Stock 02079K107 2,686,685 15,208 SH SOLE 0 0 15,208
Meta Platforms Inc Common Stock 30303M102 2,525,744 3,422 SH SOLE 0 0 3,422
JPMorgan Chase Common Stock 46625H100 1,873,955 6,464 SH SOLE 0 0 6,464
Broadcom Inc Com Common Stock 11135F101 1,865,191 6,767 SH SOLE 0 0 6,767
Berkshire Hathaway Common Stock 084670702 1,709,910 3,520 SH SOLE 0 0 3,520
Tesla Motors Common Stock 88160R101 1,642,461 5,171 SH SOLE 0 0 5,171
Vanguard Real Estate ETF ETF 922908553 1,513,231 16,991 SH SOLE 0 0 16,991
Visa Inc Common Stock 92826C839 1,433,883 4,039 SH SOLE 0 0 4,039
Markel Group Inc Com Common Stock 570535104 1,432,107 717 SH SOLE 0 0 717
Netflix Inc Common Stock 64110L106 1,333,773 996 SH SOLE 0 0 996
Schwab US Large Cap Growth ETF ETF 808524300 1,023,407 35,036 SH SOLE 0 0 35,036
Genasys Inc Common Stock 36872P103 1,004,597 580,692 SH SOLE 0 0 580,692
iShares Russell 1000 ETF ETF 464287622 973,547 2,867 SH SOLE 0 0 2,867
Palantir Common Stock 69608A108 949,741 6,967 SH SOLE 0 0 6,967
Procter & Gamble Common Stock 742718109 884,300 5,550 SH SOLE 0 0 5,550
iShares Core MSCI Emerging Markets ETF ETF 46434G103 812,100 13,528 SH SOLE 0 0 13,528
Costco Wholesale Common Stock 22160K105 805,400 814 SH SOLE 0 0 814
ExxonMobil Common Stock 30231G102 786,536 7,296 SH SOLE 0 0 7,296
Wal-Mart Common Stock 931142103 761,465 7,788 SH SOLE 0 0 7,788
Siriuspoint LTD Com Common Stock G8192H106 759,895 37,268 SH SOLE 0 0 37,268
iShares Core U.S. Aggregate Bond ETF ETF 464287226 741,050 7,470 SH SOLE 0 0 7,470
Pepsico Inc Common Stock 713448108 710,788 5,383 SH SOLE 0 0 5,383
Lakeland Financial Common Stock 511656100 690,211 11,232 SH SOLE 0 0 11,232
General Electric Co Common Stock 369604301 601,617 2,337 SH SOLE 0 0 2,337
Abbott Laboratories Common Stock 002824100 575,651 4,232 SH SOLE 0 0 4,232
Merck &co. Inc Com Common Stock 58933Y105 574,087 7,185 SH SOLE 0 0 7,185
Johnson & Johnson Common Stock 478160104 574,022 3,758 SH SOLE 0 0 3,758
First Trust Managed Municipal ETF ETF 33739N108 567,799 11,397 SH SOLE 0 0 11,397
Goldman Sachs Group Common Stock 38141G104 553,827 783 SH SOLE 0 0 783
Medtronic PLC Common Stock G5960L103 531,843 6,050 SH SOLE 0 0 6,050
Roblox Corp CL A Common Stock 771049103 521,476 4,957 SH SOLE 0 0 4,957
iShares MSCI EAFE Small-Cap ETF ETF 464288273 520,729 7,165 SH SOLE 0 0 7,165
Caterpillar Common Stock 149123101 520,521 1,341 SH SOLE 0 0 1,341
Home Depot Common Stock 437076102 520,487 1,420 SH SOLE 0 0 1,420
Servicenow Inc Com Common Stock 81762P102 492,037 479 SH SOLE 0 0 479
Schwab Charles Corp Common Stock 808513105 487,184 5,340 SH SOLE 0 0 5,340
Salesforce Common Stock 79466L302 486,806 1,782 SH SOLE 0 0 1,782
Vanguard Growth Index Fund ETF ETF 922908736 478,206 1,090 SH SOLE 0 0 1,090
Boeing Co Common Stock 097023105 477,952 2,281 SH SOLE 0 0 2,281
Bank America Corp Common Stock 060505104 470,974 9,953 SH SOLE 0 0 9,953
Booking Holdings Inc Common Stock 09857L108 468,928 81 SH SOLE 0 0 81
Williams Cos Inc Com Common Stock 969457100 458,764 7,304 SH SOLE 0 0 7,304
Mastercard Common Stock 57636Q104 454,193 808 SH SOLE 0 0 808
Coinbase Global Inc Common Stock 19260Q107 447,576 1,277 SH SOLE 0 0 1,277
Cisco Systems Common Stock 17275R102 442,879 6,383 SH SOLE 0 0 6,383
Vanguard Total World Stock ETF ETF 922042742 433,030 3,370 SH SOLE 0 0 3,370
Oracle Corp Common Stock 68389X105 431,923 1,976 SH SOLE 0 0 1,976
Fifth Third Bancorp Common Stock 316773100 429,928 10,338 SH SOLE 0 0 10,338
Citigroup Inc Common Stock 172967424 422,393 4,962 SH SOLE 0 0 4,962
Doordash Inc CL A Common Stock 25809K105 406,248 1,648 SH SOLE 0 0 1,648
Verisign Inc Common Stock 92343E102 403,169 1,396 SH SOLE 0 0 1,396
Abbvie Inc Com Common Stock 00287Y109 399,782 2,154 SH SOLE 0 0 2,154
Mesoblast LTD F Sponsored ADR Common Stock 590717401 398,846 36,625 SH SOLE 0 0 36,625
PNC Financial Common Stock 693475105 394,667 2,117 SH SOLE 0 0 2,117
Vanguard Emerging Markets Stock Index Fund ETF ETF 922042858 391,056 7,907 SH SOLE 0 0 7,907
Cheniere Energy Inc Common Stock 16411R208 380,901 1,564 SH SOLE 0 0 1,564
Cme Group Inc Com Common Stock 12572Q105 376,773 1,367 SH SOLE 0 0 1,367
Snowflake Inc CL A Common Stock 833445109 374,143 1,672 SH SOLE 0 0 1,672
AT&T Common Stock 00206R102 373,972 12,922 SH SOLE 0 0 12,922
Schwab US Large Cap Value ETF ETF 808524409 361,758 13,074 SH SOLE 0 0 13,074
TJX Companies Inc Common Stock 872540109 360,704 2,921 SH SOLE 0 0 2,921
General MTRS Co Com Common Stock 37045V100 355,687 7,228 SH SOLE 0 0 7,228
Uber Technologies Common Stock 90353T100 350,528 3,757 SH SOLE 0 0 3,757
Micron Technology Common Stock 595112103 348,619 2,829 SH SOLE 0 0 2,829
Adobe Inc Com Common Stock 00724F101 347,031 897 SH SOLE 0 0 897
SPDR Dow Jones (global Real Estate Etf) ETF 78463X749 343,674 7,786 SH SOLE 0 0 7,786
iShares Core U.S. REIT ETF ETF 464288521 341,816 6,043 SH SOLE 0 0 6,043
Morgan Stanley Com Common Stock 617446448 339,859 2,413 SH SOLE 0 0 2,413
Philip Morris Common Stock 718172109 338,238 1,843 SH SOLE 0 0 1,843
Palo Alto Networks Common Stock 697435105 330,289 1,614 SH SOLE 0 0 1,614
Capital Group Municipal Inc ETF ETF 14020Y201 329,622 12,350 SH SOLE 0 0 12,350
Fortinet Inc Com Common Stock 34959E109 328,049 3,103 SH SOLE 0 0 3,103
RTX Corporation Com Common Stock 75513E101 325,809 2,231 SH SOLE 0 0 2,231
Accenture PLC Common Stock G1151C101 325,245 1,088 SH SOLE 0 0 1,088
Walt Disney Common Stock 254687106 323,751 2,600 SH SOLE 0 0 2,600
Carmax Inc Common Stock 143130102 316,626 4,711 SH SOLE 0 0 4,711
Arista Networks Inc Common Stock 040413205 314,399 3,073 SH SOLE 0 0 3,073
Applied Materials Common Stock 038222105 308,291 1,684 SH SOLE 0 0 1,684
Capital One Common Stock 14040H105 307,013 1,443 SH SOLE 0 0 1,443
Freeport-Mcmoran Inc Common Stock 35671D857 305,884 7,056 SH SOLE 0 0 7,056
Capital Group Dividend Value ETF ETF 14020W106 291,005 7,345 SH SOLE 0 0 7,345
Nextera Energy Inc Common Stock 65339F101 289,544 4,171 SH SOLE 0 0 4,171
PIMCO Enhanced Short Maturity Active ETF ETF 72201R833 284,414 2,829 SH SOLE 0 0 2,829
Amphenol Corp Class Common Stock 032095101 282,703 2,858 SH SOLE 0 0 2,858
Monster Beverage Common Stock 61174X109 280,815 4,483 SH SOLE 0 0 4,483
Wells Fargo Co New Common Stock 949746101 280,716 3,504 SH SOLE 0 0 3,504
Veeva Systems Inc Common Stock 922475108 279,917 972 SH SOLE 0 0 972
3M Common Stock 88579Y101 277,686 1,824 SH SOLE 0 0 1,824
UnitedHealth Group Common Stock 91324P102 276,922 888 SH SOLE 0 0 888
Intuitive Surgical Common Stock 46120E602 272,792 502 SH SOLE 0 0 502
Gilead Sciences Inc Common Stock 375558103 272,565 2,458 SH SOLE 0 0 2,458
Analog Devices Inc Common Stock 032654105 272,433 1,145 SH SOLE 0 0 1,145
Chubb Limited Com Common Stock H1467J104 271,241 932 SH SOLE 0 0 932
Intuit Inc Common Stock 461202103 270,945 344 SH SOLE 0 0 344
Taiwan Semiconductor Common Stock 874039100 265,906 1,170 SH SOLE 0 0 1,170
Delta Air Lines Inc Common Stock 247361702 261,884 5,325 SH SOLE 0 0 5,325
Schwab US Dividend ETF ETF 808524797 261,635 9,873 SH SOLE 0 0 9,873
American Express Co Common Stock 025816109 261,427 820 SH SOLE 0 0 820
Deere & Co Common Stock 244199105 260,547 511 SH SOLE 0 0 511
Capital Group Growth (etf Shares Creation Unit) ETF 14020G101 257,640 6,338 SH SOLE 0 0 6,338
Mckesson Corp Common Stock 58155Q103 253,094 345 SH SOLE 0 0 345
Vanguard Value ETF ETF 922908744 252,023 1,418 SH SOLE 0 0 1,418
iShares Core S&P Mid-Cap ETF ETF 464287507 251,358 4,053 SH SOLE 0 0 4,053
Coca-Cola Common Stock 191216100 250,654 3,505 SH SOLE 0 0 3,505
GE Vernova LLC Wi When Common Stock 36828A101 247,649 468 SH SOLE 0 0 468
Expedia Group Inc Common Stock 30212P303 247,454 1,467 SH SOLE 0 0 1,467
Capital Group Core Balanced ETF ETF 14021D107 247,027 7,351 SH SOLE 0 0 7,351
iShares Silver Trust ETF 46428Q109 246,108 7,501 SH SOLE 0 0 7,501
Illumina Inc Com Common Stock 452327109 244,727 2,565 SH SOLE 0 0 2,565
LYFT Inc CL A Com Common Stock 55087P104 244,390 15,507 SH SOLE 0 0 15,507
Invesco QQQ ETF ETF 46090E103 242,982 440 SH SOLE 0 0 440
Danaher Corporation Common Stock 235851102 242,069 1,223 SH SOLE 0 0 1,223
Chevron Corp. Common Stock 166764100 242,017 1,690 SH SOLE 0 0 1,690
Fedex Corp Com Common Stock 31428X106 241,551 1,058 SH SOLE 0 0 1,058
BlackRock Inc New Common Stock 09290D101 241,328 230 SH SOLE 0 0 230
Linde PLC Com Common Stock G54950103 241,056 514 SH SOLE 0 0 514
IBM Common Stock 459200101 237,887 807 SH SOLE 0 0 807
Draftkings Inc New Common Stock 26142V105 237,396 5,535 SH SOLE 0 0 5,535
iShares Core MSCI Total International Stock ETF ETF 46432F834 236,801 3,063 SH SOLE 0 0 3,063
Nasdaq Inc Common Stock 631103108 234,549 2,623 SH SOLE 0 0 2,623
Eaton Corporation Common Stock G29183103 233,054 653 SH SOLE 0 0 653
Crowdstrike HLDGS Common Stock 22788C105 232,245 456 SH SOLE 0 0 456
Lowes Companies Inc Common Stock 548661107 229,657 1,035 SH SOLE 0 0 1,035
Qualcomm Inc Common Stock 747525103 228,790 1,437 SH SOLE 0 0 1,437
The Technology Select Sector SPDR Fund ETF 81369Y803 227,907 900 SH SOLE 0 0 900
Intel Common Stock 458140100 226,186 10,098 SH SOLE 0 0 10,098
Progressive Corp Com Common Stock 743315103 226,036 847 SH SOLE 0 0 847
Incyte Corp Common Stock 45337C102 225,207 3,307 SH SOLE 0 0 3,307
Select Sector SPDR (TR Financial) ETF 81369Y605 224,405 4,285 SH SOLE 0 0 4,285
Waste Management Inc Common Stock 94106L109 223,344 976 SH SOLE 0 0 976
Howmet Aerospace Inc Common Stock 443201108 222,984 1,198 SH SOLE 0 0 1,198
SPDR S&P 600 Small Cap Value ETF ETF 78464A300 222,530 2,790 SH SOLE 0 0 2,790
Autodesk Inc Common Stock 052769106 222,271 718 SH SOLE 0 0 718
Axis Cap HLDGS LTD Common Stock G0692U109 221,553 2,125 SH SOLE 0 0 2,125
Comfort Systems USA Common Stock 199908104 220,919 412 SH SOLE 0 0 412
Zscaler Inc Com Common Stock 98980G102 219,444 699 SH SOLE 0 0 699
iShares Bitcoin ETF ETF 46438F101 216,439 3,536 SH SOLE 0 0 3,536
Texas Roadhouse Inc Common Stock 882681109 216,108 1,149 SH SOLE 0 0 1,149
Agilent Technologies Common Stock 00846U101 213,480 1,809 SH SOLE 0 0 1,809
Advanced Micro Common Stock 007903107 213,276 1,503 SH SOLE 0 0 1,503
Vanguard Short-Term Inflation-Protected Securities ETF ETF 922020805 211,888 4,215 SH SOLE 0 0 4,215
Robinhood MKTS Inc Common Stock 770700102 211,697 2,261 SH SOLE 0 0 2,261
Johnson Controls Common Stock G51502105 206,897 1,952 SH SOLE 0 0 1,952
Lockheed Martin Corp Common Stock 539830109 206,679 446 SH SOLE 0 0 446
Pfizer Common Stock 717081103 205,604 8,482 SH SOLE 0 0 8,482
Iqvia HLDGS Inc Com Common Stock 46266C105 205,497 1,304 SH SOLE 0 0 1,304
Guidewire Software Common Stock 40171V100 201,310 855 SH SOLE 0 0 855
Inotiv Inc Common Stock 45783Q100 141,432 77,710 SH SOLE 0 0 77,710
Larimar Therapeutics Common Stock 517125100 69,857 24,172 SH SOLE 0 0 24,172
WM Technology Inc Class A Common Stock 92971A109 17,920 20,000 SH SOLE 0 0 20,000
Vaxart Inc Com New Common Stock 92243A200 9,566 21,163 SH SOLE 0 0 21,163