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
ABBVIE INC COM 00287Y109 102,364 448 SH SOLE 1 0 0 448
ABBVIE INC COM 00287Y109 96,194 421 SH SOLE 2 0 0 421
ABBVIE INC COM 00287Y109 40,900 179 SH SOLE 0 0 179
ADVANCED MICRO DEVICES INC COM 007903107 143,273 669 SH SOLE 0 0 669
ADVANCED MICRO DEVICES INC COM 007903107 110,507 516 SH SOLE 1 0 0 516
ADVANCED MICRO DEVICES INC COM 007903107 100,655 470 SH SOLE 2 0 0 470
ALPHABET INC CAP STK CL A 02079K305 564,345 1,803 SH SOLE 1 0 0 1,803
ALPHABET INC CAP STK CL A 02079K305 2,247,676 7,181 SH SOLE 0 0 7,181
ALPHABET INC CAP STK CL A 02079K305 602,531 1,925 SH SOLE 2 0 0 1,925
ALPHABET INC CAP STK CL C 02079K107 126,775 404 SH SOLE 1 0 0 404
ALPHABET INC CAP STK CL C 02079K107 1,337,730 4,263 SH SOLE 0 0 4,263
ALPHABET INC CAP STK CL C 02079K107 186,397 594 SH SOLE 2 0 0 594
AMAZON COM INC COM 023135106 455,892 1,975 SH SOLE 1 0 0 1,975
AMAZON COM INC COM 023135106 587,697 2,546 SH SOLE 0 0 2,546
AMAZON COM INC COM 023135106 955,642 4,140 SH SOLE 2 0 0 4,140
AMAZON COM INC COM 023135106 392,394 1,700 PRN Put SOLE 2 0 0 1,700
AMERICAN EXPRESS CO COM 025816109 56,602 153 SH SOLE 1 0 0 153
AMERICAN EXPRESS CO COM 025816109 445,420 1,204 SH SOLE 0 0 1,204
AMERICAN EXPRESS CO COM 025816109 64,371 174 SH SOLE 2 0 0 174
APPLE INC COM 037833100 1,014,054 3,730 SH SOLE 2 0 0 3,730
APPLE INC COM 037833100 4,283,494 15,756 SH SOLE 0 0 15,756
APPLE INC COM 037833100 830,002 3,053 SH SOLE 1 0 0 3,053
BANK AMERICA CORP COM 060505104 81,509 1,482 SH SOLE 1 0 0 1,482
BANK AMERICA CORP COM 060505104 289,737 5,268 SH SOLE 0 0 5,268
BANK AMERICA CORP COM 060505104 84,369 1,534 SH SOLE 2 0 0 1,534
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 220,161 438 SH SOLE 1 0 0 438
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,060,592 2,110 SH SOLE 0 0 2,110
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 189,499 377 SH SOLE 2 0 0 377
BROADCOM INC COM 11135F101 380,018 1,098 SH SOLE 0 0 1,098
BROADCOM INC COM 11135F101 305,606 883 SH SOLE 1 0 0 883
BROADCOM INC COM 11135F101 421,204 1,217 SH SOLE 2 0 0 1,217
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 413,970 9,486 SH SOLE 0 0 9,486
CISCO SYS INC COM 17275R102 65,322 848 SH SOLE 2 0 0 848
CISCO SYS INC COM 17275R102 112,541 1,461 SH SOLE 0 0 1,461
CISCO SYS INC COM 17275R102 36,897 479 SH SOLE 1 0 0 479
CORNING INC COM 219350105 76,177 870 SH SOLE 1 0 0 870
CORNING INC COM 219350105 21,978 251 SH SOLE 2 0 0 251
CORNING INC COM 219350105 1,794,105 20,490 SH SOLE 0 0 20,490
COSTCO WHSL CORP NEW COM 22160K105 103,481 120 SH SOLE 1 0 0 120
COSTCO WHSL CORP NEW COM 22160K105 245,767 285 SH SOLE 0 0 285
COSTCO WHSL CORP NEW COM 22160K105 93,133 108 SH SOLE 2 0 0 108
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 4,451,138 107,308 SH SOLE 0 0 107,308
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 31,785,895 741,881 SH SOLE 0 0 741,881
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 720,318 18,901 SH SOLE 0 0 18,901
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1,302,314 32,895 SH SOLE 0 0 32,895
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 1,068,048 14,400 SH SOLE 0 0 14,400
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 12,401,248 362,504 SH SOLE 0 0 362,504
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 93 2 SH SOLE 2 0 0 2
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1,973,133 42,351 SH SOLE 0 0 42,351
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 349,187 5,012 SH SOLE 0 0 5,012
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 679,292 11,409 SH SOLE 0 0 11,409
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1,365,103 41,708 SH SOLE 0 0 41,708
DISNEY WALT CO COM 254687106 38,001 334 SH SOLE 1 0 0 334
DISNEY WALT CO COM 254687106 40,504 356 SH SOLE 2 0 0 356
DISNEY WALT CO COM 254687106 241,656 2,124 SH SOLE 0 0 2,124
ELI LILLY & CO COM 532457108 202,040 188 SH SOLE 1 0 0 188
ELI LILLY & CO COM 532457108 396,557 369 SH SOLE 0 0 369
ELI LILLY & CO COM 532457108 208,488 194 SH SOLE 2 0 0 194
EXXON MOBIL CORP COM 30231G102 9,507 79 SH SOLE 1 0 0 79
EXXON MOBIL CORP COM 30231G102 183,519 1,525 SH SOLE 0 0 1,525
EXXON MOBIL CORP COM 30231G102 107,704 895 SH SOLE 2 0 0 895
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 3,232,277 161,251 SH SOLE 0 0 161,251
GE AEROSPACE COM NEW 369604301 5,853 19 SH SOLE 1 0 0 19
GE AEROSPACE COM NEW 369604301 361,023 1,172 SH SOLE 0 0 1,172
GE AEROSPACE COM NEW 369604301 66,537 216 SH SOLE 2 0 0 216
GOLDMAN SACHS GROUP INC COM 38141G104 71,199 81 SH SOLE 2 0 0 81
GOLDMAN SACHS GROUP INC COM 38141G104 793,737 903 SH SOLE 0 0 903
GOLDMAN SACHS GROUP INC COM 38141G104 81,747 93 SH SOLE 1 0 0 93
HOME DEPOT INC COM 437076102 675,120 1,962 SH SOLE 0 0 1,962
HOME DEPOT INC COM 437076102 35,098 102 SH SOLE 1 0 0 102
HOME DEPOT INC COM 437076102 114,240 332 SH SOLE 2 0 0 332
INTERNATIONAL BUSINESS MACHS COM 459200101 880,594 2,973 SH SOLE 0 0 2,973
INTERNATIONAL BUSINESS MACHS COM 459200101 109,297 369 SH SOLE 1 0 0 369
INTERNATIONAL BUSINESS MACHS COM 459200101 48,280 163 SH SOLE 2 0 0 163
INTUITIVE SURGICAL INC COM NEW 46120E602 403,249 712 SH SOLE 0 0 712
INTUITIVE SURGICAL INC COM NEW 46120E602 9,062 16 SH SOLE 1 0 0 16
INTUITIVE SURGICAL INC COM NEW 46120E602 40,212 71 SH SOLE 2 0 0 71
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 46138J510 204,175 8,635 SH SOLE 0 0 8,635
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 46138J494 202,669 8,564 SH SOLE 0 0 8,564
INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI 46138J486 200,314 8,524 SH SOLE 0 0 8,524
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,646,536 13,816 SH SOLE 0 0 13,816
INVESCO QQQ TR UNIT SER 1 46090E103 425,103 692 SH SOLE 0 0 692
ISHARES TR CORE MSCI EAFE 46432F842 315,079 3,522 SH SOLE 0 0 3,522
ISHARES TR CORE S&P SCP ETF 464287804 14,153,496 117,769 SH SOLE 0 0 117,769
ISHARES TR CORE S&P TTL STK 464287150 326,970 2,199 SH SOLE 0 0 2,199
ISHARES TR CORE S&P US VLU 464287663 258,299 2,519 SH SOLE 0 0 2,519
ISHARES TR CORE S&P500 ETF 464287200 2,543,183 3,713 SH SOLE 0 0 3,713
ISHARES TR ESG AWARE MSCI 46435U663 2,482,001 53,980 SH SOLE 0 0 53,980
ISHARES TR ESG AWRE 1 5 YR 46435G243 10,449,710 414,014 SH SOLE 0 0 414,014
ISHARES TR ESG MSCI KLD 400 464288570 11,962,192 92,853 SH SOLE 0 0 92,853
ISHARES TR ESG SELECT SCRE 46436E551 2,312,702 51,796 SH SOLE 0 0 51,796
ISHARES TR MSCI USA QLT FCT 46432F339 202,792 1,021 SH SOLE 0 0 1,021
ISHARES TR NATIONAL MUN ETF 464288414 3,308,414 30,888 SH SOLE 0 0 30,888
ISHARES TR NEW YORK MUN ETF 464288323 2,142,166 40,033 SH SOLE 0 0 40,033
ISHARES TR RUS 1000 GRW ETF 464287614 709,477 1,499 SH SOLE 0 0 1,499
ISHARES TR RUSSELL 2000 ETF 464287655 855,149 3,474 SH SOLE 0 0 3,474
ISHARES TR RUSSELL 3000 ETF 464287689 310,641 803 SH SOLE 0 0 803
ISHARES TR S&P 500 GRWT ETF 464287309 581,474 4,717 SH SOLE 0 0 4,717
ISHARES TR S&P 500 VAL ETF 464287408 362,558 1,710 SH SOLE 0 0 1,710
ISHARES TR SELECT DIVID ETF 464287168 236,410 1,675 SH SOLE 0 0 1,675
ISHARES TR USD GRN BOND ETF 46435U440 12,188,563 254,269 SH SOLE 0 0 254,269
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 27,508,408 367,367 SH SOLE 0 0 367,367
JOHNSON & JOHNSON COM 478160104 182,530 882 SH SOLE 2 0 0 882
JOHNSON & JOHNSON COM 478160104 40,562 196 SH SOLE 1 0 0 196
JOHNSON & JOHNSON COM 478160104 133,276 644 SH SOLE 0 0 644
JPMORGAN CHASE & CO. COM 46625H100 827,120 2,567 SH SOLE 0 0 2,567
JPMORGAN CHASE & CO. COM 46625H100 186,239 578 SH SOLE 1 0 0 578
JPMORGAN CHASE & CO. COM 46625H100 244,237 758 SH SOLE 2 0 0 758
LAM RESEARCH CORP COM NEW 512807306 56,682 331 SH SOLE 2 0 0 331
LAM RESEARCH CORP COM NEW 512807306 85,109 497 SH SOLE 1 0 0 497
LAM RESEARCH CORP COM NEW 512807306 67,642 395 SH SOLE 0 0 395
MASTERCARD INCORPORATED CL A 57636Q104 22,264 39 SH SOLE 0 0 39
MASTERCARD INCORPORATED CL A 57636Q104 90,770 159 SH SOLE 2 0 0 159
MASTERCARD INCORPORATED CL A 57636Q104 108,467 190 SH SOLE 1 0 0 190
MCDONALDS CORP COM 580135101 1,100,131 3,600 SH SOLE 0 0 3,600
MCDONALDS CORP COM 580135101 62,646 205 SH SOLE 2 0 0 205
MCDONALDS CORP COM 580135101 40,338 132 SH SOLE 1 0 0 132
META PLATFORMS INC CL A 30303M102 25,813,393 39,106 SH SOLE 2 0 0 39,106
META PLATFORMS INC CL A 30303M102 646,886 980 SH SOLE 0 0 980
META PLATFORMS INC CL A 30303M102 288,458 437 SH SOLE 1 0 0 437
META PLATFORMS INC CL A 30303M102 594,081 900 PRN Put SOLE 2 0 0 900
MICROSOFT CORP COM 594918104 1,179,486 2,439 SH SOLE 2 0 0 2,439
MICROSOFT CORP COM 594918104 738,448 1,527 SH SOLE 1 0 0 1,527
MICROSOFT CORP COM 594918104 1,341,007 2,773 SH SOLE 0 0 2,773
MICROSOFT CORP COM 594918104 290,172 600 PRN Put SOLE 2 0 0 600
NETFLIX INC COM 64110L106 94,333 1,006 SH SOLE 2 0 0 1,006
NETFLIX INC COM 64110L106 22,880 244 SH SOLE 0 0 244
NETFLIX INC COM 64110L106 92,832 990 SH SOLE 1 0 0 990
NUCOR CORP COM 670346105 1,305 8 SH SOLE 1 0 0 8
NUCOR CORP COM 670346105 312,519 1,916 SH SOLE 0 0 1,916
NUCOR CORP COM 670346105 5,383 33 SH SOLE 2 0 0 33
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 6,673,775 68,239 SH SOLE 0 0 68,239
NVIDIA CORPORATION COM 67066G104 1,036,008 5,555 SH SOLE 2 0 0 5,555
NVIDIA CORPORATION COM 67066G104 1,117,322 5,991 SH SOLE 1 0 0 5,991
NVIDIA CORPORATION COM 67066G104 3,717,133 19,931 SH SOLE 0 0 19,931
PALANTIR TECHNOLOGIES INC CL A 69608A108 93,319 525 SH SOLE 2 0 0 525
PALANTIR TECHNOLOGIES INC CL A 69608A108 32,173 181 SH SOLE 0 0 181
PALANTIR TECHNOLOGIES INC CL A 69608A108 87,275 491 SH SOLE 1 0 0 491
PNC FINL SVCS GROUP INC COM 693475105 8,140 39 SH SOLE 1 0 0 39
PNC FINL SVCS GROUP INC COM 693475105 19,621 94 SH SOLE 2 0 0 94
PNC FINL SVCS GROUP INC COM 693475105 484,672 2,322 SH SOLE 0 0 2,322
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 752,921 16,654 SH SOLE 0 0 16,654
SCHWAB STRATEGIC TR MUN BD ETF 808524649 1,099,205 42,671 SH SOLE 0 0 42,671
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 291,161 12,459 SH SOLE 0 0 12,459
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 824,367 30,634 SH SOLE 0 0 30,634
SLB LIMITED COM STK 806857108 537 14 SH SOLE 1 0 0 14
SLB LIMITED COM STK 806857108 214,199 5,581 SH SOLE 0 0 5,581
SLB LIMITED COM STK 806857108 15,506 404 SH SOLE 2 0 0 404
SOUTHERN CO COM 842587107 26,073 299 SH SOLE 2 0 0 299
SOUTHERN CO COM 842587107 6,017 69 SH SOLE 1 0 0 69
SOUTHERN CO COM 842587107 194,456 2,230 SH SOLE 0 0 2,230
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 332,074 691 SH SOLE 0 0 691
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 223,161 5,025 SH SOLE 0 0 5,025
SPDR S&P 500 ETF TR TR UNIT 78462F103 443,930 651 SH SOLE 0 0 651
SPDR SERIES TRUST STATE STREET SPD 78464A508 2,852,715 50,215 SH SOLE 0 0 50,215
T ROWE PRICE ETF INC INTERNATIONAL EQ 87283Q834 702,869 20,373 SH SOLE 0 0 20,373
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 60,812 200 SH SOLE 0 0 200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 64,157 211 SH SOLE 2 0 0 211
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 158,720 522 SH SOLE 1 0 0 522
TCW ETF TRUST FLEXIBLE INCOME 29287L700 36,671,073 926,037 SH SOLE 0 0 926,037
TESLA INC COM 88160R101 7,645 17 SH SOLE 1 0 0 17
TESLA INC COM 88160R101 264,435 588 SH SOLE 0 0 588
TESLA INC COM 88160R101 323,798 720 SH SOLE 2 0 0 720
TJX COS INC NEW COM 872540109 4,301 28 SH SOLE 1 0 0 28
TJX COS INC NEW COM 872540109 299,540 1,950 SH SOLE 0 0 1,950
TJX COS INC NEW COM 872540109 50,845 331 SH SOLE 2 0 0 331
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 18,194,802 162,744 SH SOLE 0 0 162,744
VANGUARD BD INDEX FDS INTERMED TERM 921937819 46,409,814 595,914 SH SOLE 0 0 595,914
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 411,385 5,554 SH SOLE 0 0 5,554
VANGUARD INDEX FDS GROWTH ETF 922908736 28,628,625 58,682 SH SOLE 0 0 58,682
VANGUARD INDEX FDS LARGE CAP ETF 922908637 263,173 836 SH SOLE 0 0 836
VANGUARD INDEX FDS MID CAP ETF 922908629 7,633,077 26,301 SH SOLE 0 0 26,301
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 79,058,388 126,064 SH SOLE 0 0 126,064
VANGUARD INDEX FDS SMALL CP ETF 922908751 600,508 2,328 SH SOLE 0 0 2,328
VANGUARD INDEX FDS TOTAL STK MKT 922908769 5,158,683 15,387 SH SOLE 0 0 15,387
VANGUARD INDEX FDS VALUE ETF 922908744 3,687,062 19,305 SH SOLE 0 0 19,305
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 205,821 2,798 SH SOLE 0 0 2,798
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,583,934 48,064 SH SOLE 0 0 48,064
VANGUARD NY TAX FREE FDS TAX EXEMPT BD 92204H400 13,625,019 131,987 SH SOLE 0 0 131,987
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 4,901,375 15,860 SH SOLE 0 0 15,860
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2,575,777 25,882 SH SOLE 0 0 25,882
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 261,579 1,190 SH SOLE 0 0 1,190
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 15,516,414 108,113 SH SOLE 0 0 108,113
VANGUARD WORLD FD ESG US CORP BD 921910691 3,044,060 47,840 SH SOLE 0 0 47,840
VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,647,920 6,415 SH SOLE 0 0 6,415
VIATRIS INC COM 92556V106 24,577 1,974 SH SOLE 1 0 0 1,974
VIATRIS INC COM 92556V106 134,003 10,763 SH SOLE 0 0 10,763
VIATRIS INC COM 92556V106 3,125 251 SH SOLE 2 0 0 251
VISA INC COM CL A 92826C839 136,076 388 SH SOLE 1 0 0 388
VISA INC COM CL A 92826C839 149,753 427 SH SOLE 2 0 0 427
VISA INC COM CL A 92826C839 94,341 269 SH SOLE 0 0 269
WALMART INC COM 931142103 128,591 1,154 SH SOLE 1 0 0 1,154
WALMART INC COM 931142103 34,655 311 SH SOLE 0 0 311
WALMART INC COM 931142103 128,926 1,157 SH SOLE 2 0 0 1,157