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
3M CO COM 88579Y101 229,318 1,579 SH SOLE 0 0 0 1,579
ABBOTT LABORATORIES COM 002824100 303,082 2,952 SH SOLE 0 0 0 2,952
ABBVIE INC COM 00287Y109 703,580 3,235 SH SOLE 0 0 0 3,235
ADVANCED MICRO DEVICES INC COM 007903107 692,069 3,402 SH SOLE 0 0 0 3,402
AGNICO EAGLE MINES LTD COM 008474108 454,878 2,241 SH SOLE 0 0 0 2,241
ALPHABET INC CAP STK CL C 02079K107 5,210,812 18,165 SH SOLE 0 0 0 18,165
ALPHABET INC CAP STK CL A 02079K305 3,254,029 11,316 SH SOLE 0 0 0 11,316
AMAZON COM INC COM 023135106 4,086,049 19,619 SH SOLE 0 0 0 19,619
AMERICAN EXPRESS CO COM 025816109 262,855 869 SH SOLE 0 0 0 869
APOLLO GLOBAL MGMT INC COM 03769M106 663,060 5,951 SH SOLE 0 0 0 5,951
APPLE INC COM 037833100 9,900,348 39,010 SH SOLE 0 0 0 39,010
APPLIED MATLS INC COM 038222105 427,238 1,250 SH SOLE 0 0 0 1,250
APPLOVIN CORP COM CL A 03831W108 239,198 601 SH SOLE 0 0 0 601
ARISTA NETWORKS INC COM SHS 040413205 688,919 5,611 SH SOLE 0 0 0 5,611
AT&T INC COM 00206R102 339,357 11,706 SH SOLE 0 0 0 11,706
ATI INC COM 01741R102 207,571 1,427 SH SOLE 0 0 0 1,427
BANK AMERICA CORP COM 060505104 481,601 9,879 SH SOLE 0 0 0 9,879
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,920,154 4,007 SH SOLE 0 0 0 4,007
BLACKSTONE INC COM 09260D107 416,494 3,622 SH SOLE 0 0 0 3,622
BROADCOM INC COM 11135F101 2,058,551 6,651 SH SOLE 0 0 0 6,651
CADENCE DESIGN SYSTEM INC COM 127387108 200,344 721 SH SOLE 0 0 0 721
CANADIAN NATL RY CO COM 136375102 246,648 2,400 SH SOLE 0 0 0 2,400
CAPITAL ONE FINL CORP COM 14040H105 219,463 1,203 SH SOLE 0 0 0 1,203
CARRIER GLOBAL CORPORATION COM 14448C104 261,842 4,650 SH SOLE 0 0 0 4,650
CATERPILLAR INC COM 149123101 471,126 665 SH SOLE 0 0 0 665
CELESTICA INC COM 15101Q207 550,684 1,955 SH SOLE 0 0 0 1,955
CHEVRON CORPORATION COM 166764100 921,119 4,452 SH SOLE 0 0 0 4,452
CHUBB LTD SWITZ COM H1467J104 205,336 630 SH SOLE 0 0 0 630
CISCO SYS INC COM 17275R102 471,204 6,073 SH SOLE 0 0 0 6,073
CITIGROUP INC COM NEW 172967424 399,770 3,525 SH SOLE 0 0 0 3,525
CITIZENS FINL GROUP INC COM 174610105 335,892 5,601 SH SOLE 0 0 0 5,601
COCA COLA CO COM 191216100 254,844 3,351 SH SOLE 0 0 0 3,351
COLGATE PALMOLIVE CO COM 194162103 261,486 3,068 SH SOLE 0 0 0 3,068
COMFORT SYS USA INC COM 199908104 288,209 209 SH SOLE 0 0 0 209
CONOCOPHILLIPS COM 20825C104 552,024 4,182 SH SOLE 0 0 0 4,182
CONSTELLATION ENERGY CORP COM 21037T109 1,038,252 3,718 SH SOLE 0 0 0 3,718
COSTCO WHOLESALE CORPORATION COM 22160K105 1,346,177 1,351 SH SOLE 0 0 0 1,351
CROWDSTRIKE HLDGS INC CL A 22788C105 413,444 1,059 SH SOLE 0 0 0 1,059
DEERE & CO COM 244199105 869,735 1,544 SH SOLE 0 0 0 1,544
DELTA AIR LINES INC COM NEW 247361702 543,806 8,180 SH SOLE 0 0 0 8,180
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1,756,623 51,879 SH SOLE 0 0 0 51,879
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 3,187,901 44,957 SH SOLE 0 0 0 44,957
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1,931,953 30,936 SH SOLE 0 0 0 30,936
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 431,054 8,167 SH SOLE 0 0 0 8,167
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1,612,726 47,475 SH SOLE 0 0 0 47,475
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 291,951 6,915 SH SOLE 0 0 0 6,915
DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 883,350 18,430 SH SOLE 0 0 0 18,430
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 1,103,241 30,012 SH SOLE 0 0 0 30,012
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 926,037 26,428 SH SOLE 0 0 0 26,428
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 257,622 6,532 SH SOLE 0 0 0 6,532
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5,579,987 157,050 SH SOLE 0 0 0 157,050
DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 248,099 6,934 SH SOLE 0 0 0 6,934
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 336,749 6,949 SH SOLE 0 0 0 6,949
DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 707,308 19,807 SH SOLE 0 0 0 19,807
DUKE ENERGY CORP NEW COM NEW 26441C204 267,249 2,041 SH SOLE 0 0 0 2,041
EATON CORP PLC SHS G29183103 822,999 2,301 SH SOLE 0 0 0 2,301
ELI LILLY & CO COM 532457108 1,168,108 1,270 SH SOLE 0 0 0 1,270
EMERSON ELEC CO COM 291011104 490,146 3,741 SH SOLE 0 0 0 3,741
EXXON MOBIL CORP COM 30231G102 1,992,996 11,747 SH SOLE 0 0 0 11,747
FIFTH THIRD BANCORP COM 316773100 230,953 4,971 SH SOLE 0 0 0 4,971
GE AEROSPACE COM NEW 369604301 393,021 1,385 SH SOLE 0 0 0 1,385
GE VERNOVA INC COM 36828A101 334,321 383 SH SOLE 0 0 0 383
GENUINE PARTS CO COM 372460105 211,606 2,001 SH SOLE 0 0 0 2,001
GILEAD SCIENCES INC COM 375558103 591,765 4,246 SH SOLE 0 0 0 4,246
GOLDMAN SACHS GROUP INC COM 38141G104 631,109 746 SH SOLE 0 0 0 746
HALLIBURTON CO COM 406216101 212,418 5,448 SH SOLE 0 0 0 5,448
HOME DEPOT INC COM 437076102 299,290 910 SH SOLE 0 0 0 910
IDEXX LABS INC COM 45168D104 207,899 370 SH SOLE 0 0 0 370
ILLINOIS TOOL WKS INC COM 452308109 509,388 1,957 SH SOLE 0 0 0 1,957
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 367,074 5,473 SH SOLE 0 0 0 5,473
INTERNATIONAL BUSINESS MACHS COM 459200101 712,627 2,940 SH SOLE 0 0 0 2,940
INTUIT COM 461202103 204,516 473 SH SOLE 0 0 0 473
INTUITIVE SURGICAL INC COM NEW 46120E602 229,573 498 SH SOLE 0 0 0 498
ISHARES TR MRGSTR MD CP GRW 464288307 769,898 9,774 SH SOLE 0 0 0 9,774
ISHARES TR NATIONAL MUN ETF 464288414 230,558 2,172 SH SOLE 0 0 0 2,172
ISHARES TR 0-5YR HI YL CP 46434V407 430,250 10,169 SH SOLE 0 0 0 10,169
ISHARES TR RUS MDCP VAL ETF 464287473 1,406,391 9,650 SH SOLE 0 0 0 9,650
ISHARES TR CORE S&P500 ETF 464287200 448,110 686 SH SOLE 0 0 0 686
JOHNSON & JOHNSON COM 478160104 670,743 2,744 SH SOLE 0 0 0 2,744
JPMORGAN CHASE & CO COM 46625H100 2,454,765 8,345 SH SOLE 0 0 0 8,345
KENVUE INC COM 49177J102 294,545 17,085 SH SOLE 0 0 0 17,085
KLA CORP COM NEW 482480100 338,654 230 SH SOLE 0 0 0 230
LAM RESEARCH CORP COM NEW 512807306 668,542 3,129 SH SOLE 0 0 0 3,129
LINDE PLC SHS G54950103 201,279 406 SH SOLE 0 0 0 406
LOCKHEED MARTIN CORP COM 539830109 997,244 1,650 SH SOLE 0 0 0 1,650
LOWES COS INC COM 548661107 236,044 999 SH SOLE 0 0 0 999
MARATHON PETE CORP COM 56585A102 292,528 1,198 SH SOLE 0 0 0 1,198
MAREX GROUP PLC ORD G5S37H101 212,290 4,762 SH SOLE 0 0 0 4,762
MASTERCARD INCORPORATED CL A 57636Q104 211,356 423 SH SOLE 0 0 0 423
MCDONALDS CORP COM 580135101 633,079 2,037 SH SOLE 0 0 0 2,037
MCKESSON CORP COM 58155Q103 259,608 300 SH SOLE 0 0 0 300
MERCK & CO INC COM 58933Y105 655,220 5,447 SH SOLE 0 0 0 5,447
META PLATFORMS INC CL A 30303M102 2,242,750 3,920 SH SOLE 0 0 0 3,920
METLIFE INC COM 59156R108 361,238 5,108 SH SOLE 0 0 0 5,108
MICRON TECHNOLOGY INC COM 595112103 427,368 1,265 SH SOLE 0 0 0 1,265
MICROSOFT CORP COM 594918104 5,621,772 15,187 SH SOLE 0 0 0 15,187
MORGAN STANLEY COM NEW 617446448 428,047 2,601 SH SOLE 0 0 0 2,601
NETFLIX INC. COM 64110L106 930,636 9,679 SH SOLE 0 0 0 9,679
NEWELL BRANDS INC COM 651229106 43,064 12,555 SH SOLE 0 0 0 12,555
NEWMONT CORP COM 651639106 754,503 6,970 SH SOLE 0 0 0 6,970
NOVARTIS AG SPONSORED ADR 66987V109 284,268 1,861 SH SOLE 0 0 0 1,861
NVIDIA CORPORATION COM 67066G104 8,696,805 49,867 SH SOLE 0 0 0 49,867
ORACLE CORP COM 68389X105 387,046 2,631 SH SOLE 0 0 0 2,631
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,442,028 9,858 SH SOLE 0 0 0 9,858
PARKER-HANNIFIN CORP COM 701094104 1,085,031 1,212 SH SOLE 0 0 0 1,212
PEPSICO INC COM 713448108 372,541 2,399 SH SOLE 0 0 0 2,399
PHILIP MORRIS INTL INC COM 718172109 340,270 2,058 SH SOLE 0 0 0 2,058
PNC FINL SVCS GROUP INC COM 693475105 403,903 1,941 SH SOLE 0 0 0 1,941
PROCTER & GAMBLE CO COM 742718109 542,228 3,754 SH SOLE 0 0 0 3,754
ROYAL CARIBBEAN GROUP COM V7780T103 246,836 897 SH SOLE 0 0 0 897
RTX CORPORATION COM 75513E101 222,992 1,156 SH SOLE 0 0 0 1,156
SALESFORCE INC COM 79466L302 472,275 2,530 SH SOLE 0 0 0 2,530
SANDISK CORP COM 80004C200 248,418 391 SH SOLE 0 0 0 391
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 256,995 656 SH SOLE 0 0 0 656
SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 281,796 4,600 SH SOLE 0 0 0 4,600
SERVICENOW INC COM 81762P102 992,075 9,489 SH SOLE 0 0 0 9,489
SLB LIMITED COM STK 806857108 244,771 4,763 SH SOLE 0 0 0 4,763
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 2,003,047 3,080 SH SOLE 0 0 0 3,080
SYNOPSYS INC COM 871607107 200,619 506 SH SOLE 0 0 0 506
SYSCO CORP COM 871829107 226,615 3,177 SH SOLE 0 0 0 3,177
TESLA INC COM 88160R101 887,367 2,387 SH SOLE 0 0 0 2,387
TJX COS INC NEW COM 872540109 949,896 5,948 SH SOLE 0 0 0 5,948
TRAVELERS COMPANIES INC COM 89417E109 570,818 1,957 SH SOLE 0 0 0 1,957
UNION PAC CORP COM 907818108 223,210 920 SH SOLE 0 0 0 920
US BANCORP COM NEW 902973304 364,226 7,003 SH SOLE 0 0 0 7,003
VALERO ENERGY CORP COM 91913Y100 256,716 1,039 SH SOLE 0 0 0 1,039
VANGUARD INDEX FDS VALUE ETF 922908744 1,360,843 6,936 SH SOLE 0 0 0 6,936
VANGUARD INDEX FDS SML CP GRW ETF 922908595 456,700 1,511 SH SOLE 0 0 0 1,511
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 736,277 14,758 SH SOLE 0 0 0 14,758
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 817,849 7,456 SH SOLE 0 0 0 7,456
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 222,966 4,749 SH SOLE 0 0 0 4,749
VANGUARD WORLD FD MEGA GRWTH IND 921910816 228,180 621 SH SOLE 0 0 0 621
VERTEX PHARMACEUTICALS INC COM 92532F100 280,427 628 SH SOLE 0 0 0 628
VESTIS CORPORATION COM SHS 29430C102 156,273 19,882 SH SOLE 0 0 0 19,882
VISA INC COM CL A 92826C839 2,179,755 7,212 SH SOLE 0 0 0 7,212
WALMART INC COM 931142103 1,130,575 9,097 SH SOLE 0 0 0 9,097
WASTE MGMT INC DEL COM 94106L109 421,435 1,834 SH SOLE 0 0 0 1,834
WELLS FARGO & CO COM 949746101 502,259 6,309 SH SOLE 0 0 0 6,309