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
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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
ALPHABET INC CAP STK CL C 02079K107 248,545 866 SH SOLE 0 0 866
APPLE INC COM 037833100 4,526,501 17,836 SH SOLE 0 0 17,836
BANK NEW YORK MELLON CORP COM 064058100 307,464 2,592 SH SOLE 0 0 2,592
BROOKFIELD CORP CL A LTD VT SH 11271J107 217,394 5,372 SH SOLE 0 0 5,372
COHERENT CORP COM 19247G107 447,597 1,879 SH SOLE 0 0 1,879
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 24,510,120 630,729 SH SOLE 0 0 630,729
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 650,296 10,413 SH SOLE 0 0 10,413
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 4,120,552 112,093 SH SOLE 0 0 112,093
DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1,063,175 25,075 SH SOLE 0 0 25,075
DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 378,463 8,932 SH SOLE 0 0 8,932
DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 5,101,055 124,143 SH SOLE 0 0 124,143
ELI LILLY & CO COM 532457108 1,137,462 1,237 SH SOLE 0 0 1,237
EXXON MOBIL CORP COM 30231G102 222,426 1,311 SH SOLE 0 0 1,311
FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 286,548 3,375 SH SOLE 0 0 3,375
INTERNATIONAL BUSINESS MACHS COM 459200101 571,227 2,357 SH SOLE 0 0 2,357
ISHARES TR IBONDS 29 TRM TS 46436E825 11,852,330 542,615 SH SOLE 0 0 542,615
ISHARES TR IBONDS 26 TRM TS 46436E858 11,820,139 515,825 SH SOLE 0 0 515,825
ISHARES TR IBONDS 27 TRM TS 46436E841 12,049,808 537,218 SH SOLE 0 0 537,218
ISHARES TR IBONDS 28 TRM TS 46436E833 10,597,331 475,579 SH SOLE 0 0 475,579
ISHARES TR IBOND DEC 2030 46436E593 13,131,243 665,885 SH SOLE 0 0 665,885
MEDTRONIC PLC SHS G5960L103 284,212 3,280 SH SOLE 0 0 3,280
MICROSOFT CORP COM 594918104 924,808 2,498 SH SOLE 0 0 2,498
NVIDIA CORPORATION COM 67066G104 373,781 2,143 SH SOLE 0 0 2,143
PNC FINL SVCS GROUP INC COM 693475105 1,518,945 7,299 SH SOLE 0 0 7,299
SMARTSTOP SELF STORAG REIT I COMMON STOCK 83192D402 296,956 9,807 SH SOLE 0 0 9,807
SPDR GOLD TR GOLD SHS 78463V107 276,676 643 SH SOLE 0 0 643
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 369,008 567 SH SOLE 0 0 567
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,556,762 7,970 SH SOLE 0 0 7,970
VANGUARD INDEX FDS VALUE ETF 922908744 10,950,469 55,813 SH SOLE 0 0 55,813
VANGUARD INDEX FDS SMALL CP ETF 922908751 9,537,763 36,415 SH SOLE 0 0 36,415
VANGUARD INDEX FDS GROWTH ETF 922908736 40,101,234 91,809 SH SOLE 0 0 91,809
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 987,048 1,652 SH SOLE 0 0 1,652
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,622,790 85,528 SH SOLE 0 0 85,528
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 266,295 1,238 SH SOLE 0 0 1,238
VANGUARD STAR FDS VG TL INTL STK F 921909768 428,798 5,561 SH SOLE 0 0 5,561
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 42,807,939 668,039 SH SOLE 0 0 668,039
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 370,734 2,503 SH SOLE 0 0 2,503
VANGUARD WORLD FD ESG US STK ETF 921910733 446,264 3,975 SH SOLE 0 0 3,975
VANGUARD WORLD FD ESG INTL STK ETF 921910725 393,278 5,483 SH SOLE 0 0 5,483
WP CAREY INC COM 92936U109 261,240 3,844 SH SOLE 0 0 3,844