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
Amazon.com Stock 023135106 319,605 1,385 SH SOLE 0 0 0 1,384
Johnson & Johnson Stock 478160104 702,388 3,394 SH SOLE 0 0 0 3,394
Seagate Technology Holdings Stock G7997R103 18,054,293 65,559 SH SOLE 0 0 0 65,559
Vanguard Total Stock Market ETF ETF 922908769 638,021 1,903 SH SOLE 0 0 0 1,903
Coca-Cola Stock 191216100 265,808 3,802 SH SOLE 0 0 0 3,802
Marriott International Stock 571903202 217,699 702 SH SOLE 0 0 0 701
iShares ESG Optimized MSCI USA ETF ETF 464288802 359,647 2,581 SH SOLE 0 0 0 2,580
Paychex Stock 704326107 353,816 3,154 SH SOLE 0 0 0 3,154
iShares ESG Aware MSCI EAFE ETF ETF 46435G516 657,130 6,911 SH SOLE 0 0 0 6,910
Merck & Company Stock 58933Y105 389,883 3,704 SH SOLE 0 0 0 3,704
SPDR S&P 500 Index ETF ETF 78462F103 855,810 1,255 SH SOLE 0 0 0 1,255
McKesson Stock 58155Q103 246,087 300 SH SOLE 0 0 0 300
SPDR MSCI EAFE Fossil Fuel Free ETF ETF 78470E106 351,585 6,967 SH SOLE 0 0 0 6,966
Verizon Communications Stock 92343V104 213,494 5,242 SH SOLE 0 0 0 5,241
PepsiCo Stock 713448108 257,905 1,797 SH SOLE 0 0 0 1,797
iShares Russell 2000 Value ETF ETF 464287630 271,815 1,500 SH SOLE 0 0 0 1,500
iShares Russell 1000 Growth Index ETF ETF 464287614 912,049 1,927 SH SOLE 0 0 0 1,927
iShares Core S&P Small-Cap Index ETF ETF 464287804 473,671 3,941 SH SOLE 0 0 0 3,941
Berkshire Hathaway Cl B Stock 084670702 3,406,962 6,778 SH SOLE 0 0 0 6,778
Alphabet Cl A Stock 02079K305 426,932 1,364 SH SOLE 0 0 0 1,364
Microsoft Stock 594918104 1,589,580 3,287 SH SOLE 0 0 0 3,286
iShares ESG Aware MSCI USA Small-Cap ETF ETF 46435U663 1,023,530 22,260 SH SOLE 0 0 0 22,260
Vanguard Small-Cap Index ETF ETF 922908751 37,206,943 144,241 SH SOLE 0 0 0 144,240
Vanguard Mid-Cap Index ETF ETF 922908629 843,504 2,906 SH SOLE 0 0 0 2,906
Moderna Stock 60770K107 1,273,968 43,200 SH SOLE 0 0 0 43,200
Vanguard 500 Index ETF ETF 922908363 37,959,169 60,528 SH SOLE 0 0 0 60,528
Vanguard Total Int'l Stock Index ETF ETF 921909768 1,106,354 14,665 SH SOLE 0 0 0 14,665
PPL Stock 69351T106 262,125 7,485 SH SOLE 0 0 0 7,485
iShares Russell Mid-Cap Growth Index ETF ETF 464287481 479,153 3,499 SH SOLE 0 0 0 3,499
iShares ESG Advanced MSCI EAFE ETF ETF 46436E759 211,899 2,819 SH SOLE 0 0 0 2,819
iShares ESG Advanced MSCI USA ETF ETF 46436E767 954,959 16,585 SH SOLE 0 0 0 16,584
Vanguard Mid-Cap Growth Index ETF ETF 922908538 6,877,201 24,637 SH SOLE 0 0 0 24,637
Forian Stock 34630N106 111,633 52,657 SH SOLE 0 0 0 52,657
Vanguard Growth Index ETF ETF 922908736 1,030,269 2,112 SH SOLE 0 0 0 2,111
Broadcom Stock 11135F101 651,447 1,882 SH SOLE 0 0 0 1,882
AbbVie Stock 00287Y109 745,226 3,262 SH SOLE 0 0 0 3,261
Vanguard FTSE All-World ex US Index ETF ETF 922042775 3,893,765 52,933 SH SOLE 0 0 0 52,933
Taiwan Semiconductor Mfg ADR ADR 874039100 313,007 1,030 SH SOLE 0 0 0 1,030
McDonald's Stock 580135101 253,415 829 SH SOLE 0 0 0 829
Fidelity Enhanced Large Cap Value ETF ETF 31609A107 212,570 6,133 SH SOLE 0 0 0 6,133
Schwab Fundamental US Large Company Index ETF ETF 808524771 15,635,087 574,608 SH SOLE 0 0 0 574,608
iShares S&P 500 Value ETF ETF 464287408 310,895 1,466 SH SOLE 0 0 0 1,466
iShares Core S&P 500 Index ETF ETF 464287200 5,275,647 7,702 SH SOLE 0 0 0 7,702
Chevron Stock 166764100 455,208 2,987 SH SOLE 0 0 0 2,986
ConocoPhillips Stock 20825C104 224,664 2,400 SH SOLE 0 0 0 2,400
Vanguard Developed Markets Index ETF ETF 921943858 32,198,694 515,427 SH SOLE 0 0 0 515,426
Revvity Stock 714046109 799,155 8,260 SH SOLE 0 0 0 8,260
International Business Machines Stock 459200101 215,937 729 SH SOLE 0 0 0 729
Caterpillar Stock 149123101 200,505 350 SH SOLE 0 0 0 350
Alphabet Cl C Stock 02079K107 2,208,611 7,038 SH SOLE 0 0 0 7,038
iShares S&P Mid-Cap 400 Growth ETF ETF 464287606 276,980 2,859 SH SOLE 0 0 0 2,859
iShares S&P Mid-Cap 400 Value ETF ETF 464287705 245,284 1,864 SH SOLE 0 0 0 1,864
Vanguard Short-Term Bond ETF ETF 921937827 253,360 3,215 SH SOLE 0 0 0 3,214
Minerals Technologies Stock 603158106 2,316,770 38,011 SH SOLE 0 0 0 38,011
SPDR DoubleLine Total Return Tactical ETF ETF 78467V848 310,917 7,725 SH SOLE 0 0 0 7,724
Exxon Mobil Stock 30231G102 1,087,282 9,035 SH SOLE 0 0 0 9,035
UnitedHealth Group Stock 91324P102 215,232 652 SH SOLE 0 0 0 652
Kraft Heinz Co Stock 500754106 451,559 18,621 SH SOLE 0 0 0 18,621
Crown Castle REIT 22822V101 1,455,602 16,379 SH SOLE 0 0 0 16,379
iShares Core S&P Mid-Cap Index ETF ETF 464287507 270,006 4,091 SH SOLE 0 0 0 4,091
iShares Global Clean Energy ETF ETF 464288224 168,725 10,269 SH SOLE 0 0 0 10,269
iShares MSCI EAFE ETF ETF 464287465 286,531 2,984 SH SOLE 0 0 0 2,983
Apple Stock 037833100 2,112,232 7,770 SH SOLE 0 0 0 7,769
Abbott Laboratories Stock 002824100 382,260 3,051 SH SOLE 0 0 0 3,051
The Walt Disney Company Stock 254687106 453,935 3,990 SH SOLE 0 0 0 3,989
Fidelity NASDAQ Composite Index ETF ETF 315912808 454,167 4,969 SH SOLE 0 0 0 4,969
iShares Russell 1000 Value Index ETF ETF 464287598 485,885 2,310 SH SOLE 0 0 0 2,310