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
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37,403,679 62,595 SH SOLE 0 0 62,595
ISHARES TR CORE US AGGBD ET 464287226 21,124,736 212,801 SH SOLE 0 0 212,801
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 20,265,727 316,257 SH SOLE 0 0 316,257
INVESCO QQQ TR UNIT SER 1 46090E103 13,757,989 23,837 SH SOLE 0 0 23,837
ISHARES TR 7-10 YR TRSY BD 464287440 7,237,041 75,828 SH SOLE 0 0 75,828
APPLE INC COM 037833100 5,953,989 23,460 SH SOLE 0 0 23,460
ISHARES TR 1 3 YR TREAS BD 464287457 5,832,923 70,640 SH SOLE 0 0 70,640
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 5,577,016 98,395 SH SOLE 0 0 98,395
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5,018,503 92,849 SH SOLE 0 0 92,849
JOHNSON & JOHNSON COM 478160104 4,731,250 19,355 SH SOLE 0 0 19,355
PGIM ETF TR PGIM ULTRA SH BD 69344A107 3,744,849 75,654 SH SOLE 0 0 75,654
ISHARES TR CORE MSCI EAFE 46432F842 2,906,691 32,107 SH SOLE 0 0 32,107
NEOS ETF TRUST NASDAQ 100 HDGD 78433H576 2,893,824 56,465 SH SOLE 0 0 56,465
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 2,808,272 205,433 SH SOLE 0 0 205,433
GOLDMAN SACHS ETF TR HEDGE IND ETF 381430545 2,782,591 19,094 SH SOLE 0 0 19,094
NVIDIA CORPORATION COM 67066G104 2,619,377 15,019 SH SOLE 0 0 15,019
VANGUARD MALVERN FDS CORE BD ETF 922020748 2,589,676 33,467 SH SOLE 0 0 33,467
T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 2,539,334 57,477 SH SOLE 0 0 57,477
EATON VANCE FLOATING RATE IN COM 278279104 2,502,297 233,206 SH SOLE 0 0 233,206
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 2,402,667 8,823 SH SOLE 0 0 8,823
SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 2,386,436 48,338 SH SOLE 0 0 48,338
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2,243,139 10,430 SH SOLE 0 0 10,430
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 2,171,301 35,444 SH SOLE 0 0 35,444
AMAZON COM INC COM 023135106 2,117,273 10,166 SH SOLE 0 0 10,166
GE AEROSPACE COM NEW 369604301 2,078,126 7,323 SH SOLE 0 0 7,323
ISHARES TR CORE S&P500 ETF 464287200 1,971,070 3,018 SH SOLE 0 0 3,018
VANGUARD WORLD FD ESG US STK ETF 921910733 1,848,527 16,465 SH SOLE 0 0 16,465
GE VERNOVA INC COM 36828A101 1,707,031 1,956 SH SOLE 0 0 1,956
GOLDMAN SACHS GROUP INC COM 38141G104 1,535,472 1,815 SH SOLE 0 0 1,815
SELECT SECTOR SPDR TR STATE STREET REA 81369Y860 1,352,477 33,125 SH SOLE 0 0 33,125
ISHARES TR SELECT DIVID ETF 464287168 1,273,122 8,408 SH SOLE 0 0 8,408
HOME DEPOT INC COM 437076102 1,260,601 3,833 SH SOLE 0 0 3,833
EATON CORP PLC SHS G29183103 1,251,130 3,498 SH SOLE 0 0 3,498
ISHARES TR S&P MC 400GR ETF 464287606 1,209,381 12,019 SH SOLE 0 0 12,019
EXXON MOBIL CORP COM 30231G102 1,208,071 7,121 SH SOLE 0 0 7,121
T ROWE PRICE ETF INC SMALL MID CAP 87283Q826 1,196,907 32,640 SH SOLE 0 0 32,640
VANGUARD INDEX FDS GROWTH ETF 922908736 1,143,199 2,617 SH SOLE 0 0 2,617
CATERPILLAR INC COM 149123101 1,130,470 1,596 SH SOLE 0 0 1,596
DIREXION SHARES ETF TRUST NASDAQ 100 EQ WT 25459Y207 1,044,883 10,605 SH SOLE 0 0 10,605
VANGUARD WORLD FD ESG INTL STK ETF 921910725 1,016,384 14,170 SH SOLE 0 0 14,170
MICROSOFT CORP COM 594918104 993,997 2,685 SH SOLE 0 0 2,685
KIMBERLY-CLARK CORP COM 494368103 931,216 9,653 SH SOLE 0 0 9,653
PUTNAM ETF TRUST ESG ULTRA SHORT 746729854 870,080 17,240 SH SOLE 0 0 17,240
VANGUARD WORLD FD ESG US CORP BD 921910691 862,765 13,732 SH SOLE 0 0 13,732
MERCK & CO INC COM 58933Y105 856,887 7,124 SH SOLE 0 0 7,124
WALMART INC COM 931142103 853,195 6,865 SH SOLE 0 0 6,865
VANGUARD INDEX FDS VALUE ETF 922908744 726,531 3,703 SH SOLE 0 0 3,703
CISCO SYS INC COM 17275R102 685,616 8,836 SH SOLE 0 0 8,836
ALPHABET INC CAP STK CL C 02079K107 664,446 2,316 SH SOLE 0 0 2,316
VANGUARD INDEX FDS SMALL CP ETF 922908751 650,526 2,484 SH SOLE 0 0 2,484
AMPLIFY ETF TR AMPLIFY BLUESTAR 032108599 627,135 10,897 SH SOLE 0 0 10,897
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 622,937 2,421 SH SOLE 0 0 2,421
VANGUARD INDEX FDS MID CAP ETF 922908629 603,491 2,101 SH SOLE 0 0 2,101
JPMORGAN CHASE & CO COM 46625H100 586,501 1,994 SH SOLE 0 0 1,994
ISHARES TR SP SMCP600VL ETF 464287879 573,983 4,846 SH SOLE 0 0 4,846
ISHARES TR ISHARES BIOTECH 464287556 528,536 3,130 SH SOLE 0 0 3,130
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 511,786 1,068 SH SOLE 0 0 1,068
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 494,355 9,897 SH SOLE 0 0 9,897
LOWES COS INC COM 548661107 482,747 2,043 SH SOLE 0 0 2,043
ELI LILLY & CO COM 532457108 461,727 502 SH SOLE 0 0 502
SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 455,827 4,183 SH SOLE 0 0 4,183
VANGUARD INDEX FDS SML CP GRW ETF 922908595 449,724 1,488 SH SOLE 0 0 1,488
ISHARES TR RUSSELL 2000 ETF 464287655 423,785 1,709 SH SOLE 0 0 1,709
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 423,001 650 SH SOLE 0 0 650
MCKESSON CORP COM 58155Q103 418,834 484 SH SOLE 0 0 484
T ROWE PRICE ETF INC INTERNATIONAL EQ 87283Q834 407,204 11,789 SH SOLE 0 0 11,789
VANGUARD INDEX FDS SM CP VAL ETF 922908611 399,147 1,837 SH SOLE 0 0 1,837
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 398,543 6,236 SH SOLE 0 0 6,236
ALPHABET INC CAP STK CL A 02079K305 373,535 1,299 SH SOLE 0 0 1,299
ABBVIE INC COM 00287Y109 370,978 1,706 SH SOLE 0 0 1,706
PROCTER & GAMBLE CO COM 742718109 365,136 2,528 SH SOLE 0 0 2,528
UNITED PARCEL SVCS INC CL B 911312106 364,216 3,702 SH SOLE 0 0 3,702
PEPSICO INC COM 713448108 363,857 2,343 SH SOLE 0 0 2,343
ISHARES TR CORE S&P SCP ETF 464287804 362,249 2,914 SH SOLE 0 0 2,914
SPDR SERIES TRUST STATE STREET SPD 78464A508 343,786 6,076 SH SOLE 0 0 6,076
DISNEY WALT CO COM 254687106 342,988 3,559 SH SOLE 0 0 3,559
BOEING CO COM 097023105 331,982 1,668 SH SOLE 0 0 1,668
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 306,716 927 SH SOLE 0 0 927
ILLINOIS TOOL WKS INC COM 452308109 301,043 1,157 SH SOLE 0 0 1,157
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 295,977 1,246 SH SOLE 0 0 1,246
META PLATFORMS INC CL A 30303M102 272,869 477 SH SOLE 0 0 477
ARK ETF TR INNOVATION ETF 00214Q104 263,601 3,900 SH SOLE 0 0 3,900
VANGUARD INDEX FDS TOTAL STK MKT 922908769 262,052 817 SH SOLE 0 0 817
CONSOLIDATED EDISON INC COM 209115104 250,672 2,215 SH SOLE 0 0 2,215
INTERNATIONAL BUSINESS MACHS COM 459200101 249,830 1,031 SH SOLE 0 0 1,031
HONEYWELL INTL INC COM 438516106 244,564 1,082 SH SOLE 0 0 1,082
SYNCHRONY FINANCIAL COM 87165B103 232,072 3,412 SH SOLE 0 0 3,412
PRICE T ROWE GROUP INC COM 74144T108 224,989 2,496 SH SOLE 0 0 2,496
CSX CORP COM 126408103 222,378 5,417 SH SOLE 0 0 5,417
SOUTHERN CO COM 842587107 221,908 2,299 SH SOLE 0 0 2,299
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 212,406 2,984 SH SOLE 0 0 2,984
NEXTERA ENERGY INC COM 65339F101 209,055 2,251 SH SOLE 0 0 2,251
AT&T INC COM 00206R102 207,904 7,172 SH SOLE 0 0 7,172
IMMUNEERING CORP CLASS A COM 45254E107 53,680 11,000 SH SOLE 0 0 11,000