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

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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
GE VERNOVA INC COM Stock 36828A101 204,034 312 SH SOLE 312 0 0
ISHARES CORE S&P 500 ETF ETF 464287200 205,853 301 SH SOLE 300 0 0
SHOPIFY INC CL A SUB VTG SHS Stock 82509L107 208,456 1,295 SH SOLE 1,295 0 0
ABBOTT LABS COM Stock 002824100 217,045 1,732 SH SOLE 1,732 0 0
ADVANCED MICRO DEVICES INC COM Stock 007903107 218,443 1,020 SH SOLE 1,020 0 0
SALESFORCE INC COM Stock 79466L302 220,150 831 SH SOLE 831 0 0
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 220,880 390 SH SOLE 390 0 0
ALLIANT ENERGY CORP COM Stock 018802108 222,587 3,424 SH SOLE 3,423 0 0
ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 223,015 2,480 SH SOLE 2,480 0 0
DISNEY WALT CO COM Stock 254687106 224,127 1,970 SH SOLE 1,969 0 0
VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 225,363 672 SH SOLE 672 0 0
WASTE MGMT INC DEL COM Stock 94106L109 232,308 1,057 SH SOLE 1,057 0 0
PEPSICO INC COM Stock 713448108 234,685 1,635 SH SOLE 1,635 0 0
CHEVRON CORP NEW COM Stock 166764100 238,671 1,566 SH SOLE 1,565 0 0
INTEL CORP COM Stock 458140100 244,523 6,627 SH SOLE 6,626 0 0
ISHARES CORE S&P MID-CAP ETF ETF 464287507 259,491 3,932 SH SOLE 3,931 0 0
PACKAGING CORP AMER COM Stock 695156109 260,547 1,263 SH SOLE 1,263 0 0
GE AEROSPACE COM NEW Stock 369604301 264,873 860 SH SOLE 859 0 0
DIMENSIONAL US MARKETWIDE VALUE ETF ETF 25434V724 272,559 5,850 SH SOLE 5,850 0 0
DIMENSIONAL CORE FIXED INCOME ETF ETF 25434V872 273,149 6,418 SH SOLE 6,417 0 0
CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 286,602 7,746 SH SOLE 7,746 0 0
WW GRAINGER INC COM Stock 384802104 288,988 286 SH SOLE 286 0 0
US BANCORP DEL COM NEW Stock 902973304 294,541 5,520 SH SOLE 5,519 0 0
VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 295,410 5,874 SH SOLE 5,874 0 0
ISHARES CORE U S AGGREGATE BOND ETF ETF 464287226 298,769 2,991 SH SOLE 2,991 0 0
MORGAN STANLEY COM NEW Stock 617446448 299,638 1,688 SH SOLE 1,687 0 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 302,836 402 SH SOLE 401 0 0
VANGUARD S&P MID-CAP 400 VALUE ETF ETF 921932844 307,272 3,042 SH SOLE 3,042 0 0
ABBVIE INC COM Stock 00287Y109 312,893 1,369 SH SOLE 1,369 0 0
BEST BUY INC COM Stock 086516101 317,208 4,739 SH SOLE 4,739 0 0
WELLS FARGO CO NEW COM Stock 949746101 322,727 3,463 SH SOLE 3,462 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 327,416 1,842 SH SOLE 1,842 0 0
PROCTER AND GAMBLE CO COM Stock 742718109 334,992 2,338 SH SOLE 2,337 0 0
NETFLIX INC COM Stock 64110L106 347,943 3,711 SH SOLE 3,711 0 0
PAYCHEX INC COM Stock 704326107 352,737 3,144 SH SOLE 3,144 0 0
NORFOLK SOUTHN CORP COM Stock 655844108 353,640 1,225 SH SOLE 1,224 0 0
MERCK & CO INC COM Stock 58933Y105 353,718 3,360 SH SOLE 3,360 0 0
BLACKSTONE INC COM Stock 09260D107 358,966 2,329 SH SOLE 2,328 0 0
AMGEN INC COM Stock 031162100 363,219 1,110 SH SOLE 1,109 0 0
HOME DEPOT INC COM Stock 437076102 368,007 1,069 SH SOLE 1,069 0 0
IDEXX LABS INC COM Stock 45168D104 370,062 547 SH SOLE 547 0 0
ORACLE CORP COM Stock 68389X105 371,510 1,906 SH SOLE 1,906 0 0
SOUTHERN CO COM Stock 842587107 393,440 4,512 SH SOLE 4,511 0 0
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 438,492 1,952 SH SOLE 1,951 0 0
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF ETF 81369Y704 443,485 2,859 SH SOLE 2,858 0 0
VISA INC COM CL A Stock 92826C839 449,696 1,282 SH SOLE 1,282 0 0
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 457,824 8,359 SH SOLE 8,359 0 0
RTX CORPORATION COM Stock 75513E101 460,958 2,513 SH SOLE 2,513 0 0
WALMART INC COM Stock 931142103 489,858 4,397 SH SOLE 4,396 0 0
INVESCO QQQ TRUST SERIES I ETF 46090E103 499,520 813 SH SOLE 813 0 0
EATON CORP PLC SHS Stock G29183103 503,230 1,580 SH SOLE 1,579 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 509,397 1,627 SH SOLE 1,627 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 544,130 1,837 SH SOLE 1,836 0 0
MCDONALDS CORP COM Stock 580135101 567,833 1,858 SH SOLE 1,857 0 0
GOLDMAN SACHS GROUP INC COM Stock 38141G104 592,435 674 SH SOLE 673 0 0
COCA COLA CO COM Stock 191216100 594,616 8,505 SH SOLE 8,505 0 0
ISHARES FLOATING RATE BOND ETF ETF 46429B655 616,593 12,123 SH SOLE 12,123 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 627,810 2,200 SH SOLE 2,199 0 0
BOEING CO COM Stock 097023105 643,544 2,964 SH SOLE 2,964 0 0
COSTCO WHSL CORP NEW COM Stock 22160K105 653,557 758 SH SOLE 757 0 0
MASTERCARD INCORPORATED CL A Stock 57636Q104 656,789 1,150 SH SOLE 1,150 0 0
BANK AMERICA CORP COM Stock 060505104 683,469 12,427 SH SOLE 12,426 0 0
VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 707,791 3,220 SH SOLE 3,220 0 0
CATERPILLAR INC COM Stock 149123101 728,232 1,271 SH SOLE 1,271 0 0
SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 753,638 1,249 SH SOLE 1,249 0 0
DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF ETF 25434V880 759,492 23,205 SH SOLE 23,204 0 0
ELI LILLY & CO COM Stock 532457108 803,310 747 SH SOLE 747 0 0
CISCO SYS INC COM Stock 17275R102 808,539 10,496 SH SOLE 10,496 0 0
JANUS HENDERSON AAA CLO ETF ETF 47103U845 846,133 16,729 SH SOLE 16,728 0 0
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF ETF 81369Y209 856,338 5,532 SH SOLE 5,531 0 0
JOHNSON & JOHNSON COM Stock 478160104 898,637 4,342 SH SOLE 4,342 0 0
TOMPKINS FINL CORP COM Stock 890110109 952,085 13,129 SH SOLE 13,128 0 0
META PLATFORMS INC CL A Stock 30303M102 1,017,560 1,542 SH SOLE 1,541 0 0
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF ETF 47103U852 1,092,548 23,912 SH SOLE 23,912 0 0
BROADCOM INC COM Stock 11135F101 1,099,921 3,178 SH SOLE 3,178 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 1,177,849 3,655 SH SOLE 3,655 0 0
EXXON MOBIL CORP COM Stock 30231G102 1,254,396 10,424 SH SOLE 10,423 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 1,261,008 1,849 SH SOLE 1,849 0 0
TESLA INC COM Stock 88160R101 1,283,990 2,855 SH SOLE 2,855 0 0
DIMENSIONAL U S CORE EQUITY 2 ETF ETF 25434V708 1,299,504 32,824 SH SOLE 32,824 0 0
ISHARES RUSSELL 2000 ETF ETF 464287655 1,389,598 5,645 SH SOLE 5,645 0 0
AMAZON COM INC COM Stock 023135106 2,634,810 11,415 SH SOLE 11,415 0 0
ALPHABET INC CAP STK CL C Stock 02079K107 2,651,487 8,450 SH SOLE 8,449 0 0
JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 3,113,603 61,546 SH SOLE 61,545 0 0
MICROSOFT CORP COM Stock 594918104 4,251,397 8,791 SH SOLE 8,790 0 0
APPLE INC COM Stock 037833100 4,357,019 16,027 SH SOLE 16,026 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4,430,558 8,814 SH SOLE 8,814 0 0
STATE STREET ENERGY SELECT SECTOR SPDR ETF ETF 81369Y506 4,583,667 102,520 SH SOLE 102,519 0 0
NVIDIA CORPORATION COM Stock 67066G104 4,611,913 24,729 SH SOLE 24,728 0 0
JANUS HENDERSON SHORT DURATION INCOME ETF ETF 47103U886 13,036,834 265,300 SH SOLE 265,299 0 0
FIDELITY TOTAL BOND ETF ETF 316188309 14,709,410 319,492 SH SOLE 319,491 0 0
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF ETF 47103U209 14,964,066 183,473 SH SOLE 183,473 0 0
FT VEST INVESTMENT GRADE & TARGET INCOME ETF ETF 33738D747 16,649,782 827,524 SH SOLE 827,523 0 0
FT VEST LADDERED MODERATE BUFFER ETF ETF 33740U729 17,414,030 656,390 SH SOLE 656,390 0 0
VANGUARD CORE BOND ETF ETF 922020748 22,345,624 286,869 SH SOLE 286,868 0 0
VANGUARD VALUE ETF ETF 922908744 28,791,167 150,747 SH SOLE 150,746 0 0
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ETF 33738R506 30,620,036 440,766 SH SOLE 440,766 0 0
VANGUARD GROWTH ETF ETF 922908736 49,463,211 101,388 SH SOLE 101,388 0 0