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
1ST SOURCE CORP COM 336901103 422,258 5,176 SH SOLE 5,176 0 0
3M CO COM 88579Y101 747,862 4,619 SH SOLE 4,619 0 0
ABBOTT LABORATORIES COM 002824100 651,241 7,177 SH SOLE 7,177 0 0
ABBVIE INC COM 00287Y109 6,008,129 23,876 SH SOLE 23,876 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 645,719 5,189 SH SOLE 5,189 0 0
ADVANCED MICRO DEVICES INC COM 007903107 891,697 1,535 SH SOLE 1,535 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 408,400 1,393 SH SOLE 1,393 0 0
ALPHABET INC CAP STK CL A 02079K305 10,924,999 30,571 SH SOLE 30,571 0 0
ALPHABET INC CAP STK CL C 02079K107 20,330,962 57,541 SH SOLE 57,541 0 0
ALTRIA GROUP INC COM 02209S103 911,391 12,667 SH SOLE 12,667 0 0
AMAZON COM INC COM 023135106 4,539,662 19,047 SH SOLE 19,047 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,197,838 8,755 SH SOLE 8,755 0 0
AMERICAN EXPRESS CO COM 025816109 2,601,481 7,691 SH SOLE 7,691 0 0
AMGEN INC COM 031162100 3,593,317 9,923 SH SOLE 9,923 0 0
AMPHENOL CORP CL A 032095101 1,444,061 8,190 SH SOLE 8,190 0 0
APPLE INC COM 037833100 26,037,218 89,982 SH SOLE 89,982 0 0
APPLIED MATLS INC COM 038222105 771,441 1,067 SH SOLE 1,067 0 0
AT&T INC COM 00206R102 354,447 17,123 SH SOLE 17,123 0 0
BANK OF AMER CORP COM 060505104 549,857 9,650 SH SOLE 9,650 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 5,990,800 8 SH SOLE 8 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,770,174 23,522 SH SOLE 23,522 0 0
BLACKROCK INC COM 09290D101 474,049 493 SH SOLE 493 0 0
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 1,624,919 71,425 SH SOLE 71,425 0 0
BLACKSTONE INC COM 09260D107 1,243,301 10,566 SH SOLE 10,566 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 407,739 17,197 SH SOLE 17,197 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 314,432 5,457 SH SOLE 5,457 0 0
BROADCOM INC COM 11135F101 1,681,365 4,451 SH SOLE 4,451 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,243,500 29,197 SH SOLE 29,197 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 245,835 655 SH SOLE 655 0 0
CATERPILLAR INC COM 149123101 2,177,721 2,045 SH SOLE 2,045 0 0
CHEVRON CORPORATION COM 166764100 865,433 5,221 SH SOLE 5,221 0 0
CHUBB LIMITED COM H1467J104 791,880 2,324 SH SOLE 2,324 0 0
CISCO SYS INC COM 17275R102 10,935,613 93,101 SH SOLE 93,101 0 0
COCA COLA CO COM 191216100 3,028,711 37,267 SH SOLE 37,267 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 760,919 5,205 SH SOLE 5,205 0 0
COLGATE PALMOLIVE CO COM 194162103 272,381 2,971 SH SOLE 2,971 0 0
COMCAST CORP NEW CL A 20030N101 279,354 11,379 SH SOLE 11,379 0 0
CORNING INC COM 219350105 534,870 2,094 SH SOLE 2,094 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,430,351 2,598 SH SOLE 2,598 0 0
CSW INDUSTRIALS INC COM 126402106 2,247,829 8,077 SH SOLE 8,077 0 0
CUMMINS INC COM 231021106 276,012 387 SH SOLE 387 0 0
DANAHER CORP DEL COM 235851102 875,065 4,594 SH SOLE 4,594 0 0
DICKS SPORTING GOODS INC COM 253393102 807,217 3,559 SH SOLE 3,559 0 0
DIGITAL RLTY TR INC COM 253868103 613,625 3,417 SH SOLE 3,417 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 777,321 19,332 SH SOLE 19,332 0 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 250,271 6,717 SH SOLE 6,717 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2,214,014 53,673 SH SOLE 53,673 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2,877,550 34,947 SH SOLE 34,947 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 5,287,355 75,642 SH SOLE 75,642 0 0
DIMENSIONAL ETF TRUST US HIGH PROF ETF 25434V831 446,980 10,711 SH SOLE 10,711 0 0
DISNEY WALT CO COM 254687106 586,386 6,092 SH SOLE 6,092 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 478,431 3,780 SH SOLE 3,780 0 0
EATON CORP PLC SHS G29183103 363,054 852 SH SOLE 852 0 0
EATON VANCE MUN INCOME TERM SHS 27829U105 410,156 21,875 SH SOLE 21,875 0 0
ELI LILLY & CO COM 532457108 25,523,827 21,280 SH SOLE 21,280 0 0
EMERSON ELEC CO COM 291011104 323,233 2,258 SH SOLE 2,258 0 0
ENBRIDGE INC COM 29250N105 258,040 4,760 SH SOLE 4,760 0 0
EXXON MOBIL CORP COM 30231G102 3,573,623 26,138 SH SOLE 26,138 0 0
FIFTH THIRD BANCORP COM 316773100 857,895 15,219 SH SOLE 15,219 0 0
RBB FUND TRUST FIRS EAGL OV ETF 75526L878 496,086 9,290 SH SOLE 9,290 0 0
GE AEROSPACE COM NEW 369604301 388,679 1,040 SH SOLE 1,040 0 0
GE VERNOVA INC COM 36828A101 319,562 272 SH SOLE 272 0 0
GENERAL DYNAMICS CORP COM 369550108 580,575 1,639 SH SOLE 1,639 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 725,986 718 SH SOLE 718 0 0
GOLDMAN SACHS ETF TR S&P 500 PREMIUM 38149W622 832,892 14,988 SH SOLE 14,988 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 282,551 5,573 SH SOLE 5,573 0 0
HOME DEPOT INC COM 437076102 3,261,814 9,249 SH SOLE 9,249 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,210,083 4,474 SH SOLE 4,474 0 0
INTEL CORP COM 458140100 1,367,117 9,791 SH SOLE 9,791 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 353,695 2,873 SH SOLE 2,873 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 827,320 2,942 SH SOLE 2,942 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 250,141 629 SH SOLE 629 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 345,090 14,195 SH SOLE 14,195 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 342,943 3,357 SH SOLE 3,357 0 0
ISHARES TR CORE 1 5 YR USD 46432F859 255,243 5,290 SH SOLE 5,290 0 0
ISHARES TR CORE DIVID ETF 46435U861 271,040 4,400 SH SOLE 4,400 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,027,889 1,373 SH SOLE 1,373 0 0
ISHARES TR CRE U S REIT ETF 464288521 1,179,671 17,753 SH SOLE 17,753 0 0
ISHARES TR MSCI EAFE ETF 464287465 354,854 3,416 SH SOLE 3,416 0 0
ISHARES INC MSCI EMRG CHN 46434G764 2,745,221 26,835 SH SOLE 26,835 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 2,885,445 58,233 SH SOLE 58,233 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 259,764 2,092 SH SOLE 2,092 0 0
JOHNSON & JOHNSON COM 478160104 8,601,091 33,867 SH SOLE 33,867 0 0
J P MORGAN EXCHANGE TRADED F BETA CDA ETF NEW 46641Q225 224,048 2,254 SH SOLE 2,254 0 0
J P MORGAN EXCHANGE TRADED F BETA EURO ET NE 46641Q191 227,866 2,930 SH SOLE 2,930 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217 354,108 4,702 SH SOLE 4,702 0 0
JPMORGAN CHASE & CO COM 46625H100 12,813,817 39,146 SH SOLE 39,146 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3,166,006 56,055 SH SOLE 56,055 0 0
J P MORGAN EXCHANGE TRADED F HEDG EQU LAD ETF 46654Q724 380,475 5,630 SH SOLE 5,630 0 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 200,360 3,260 SH SOLE 3,260 0 0
KINDER MORGAN INC DEL COM 49456B101 960,922 30,057 SH SOLE 30,057 0 0
KKR & CO INC COM 48251W104 1,266,289 13,797 SH SOLE 13,797 0 0
KLA CORP COM NEW 482480100 266,108 882 SH SOLE 882 0 0
LAM RESEARCH CORP COM NEW 512807306 399,097 921 SH SOLE 921 0 0
LOCKHEED MARTIN CORP COM 539830109 764,190 1,500 SH SOLE 1,500 0 0
MARSH & MCLENNAN COS INC COM 571748102 363,341 2,180 SH SOLE 2,180 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,165,340 2,269 SH SOLE 2,269 0 0
MCDONALDS CORP COM 580135101 984,739 3,643 SH SOLE 3,643 0 0
MEDTRONIC PLC SHS G5960L103 1,801,480 23,028 SH SOLE 23,028 0 0
MERCK & CO INC COM 58933Y105 3,788,052 29,479 SH SOLE 29,479 0 0
META PLATFORMS INC CL A 30303M102 1,818,863 3,229 SH SOLE 3,229 0 0
MICRON TECHNOLOGY INC COM 595112103 1,022,701 886 SH SOLE 886 0 0
MICROSOFT CORP COM 594918104 13,532,811 36,279 SH SOLE 36,279 0 0
MOODYS CORP COM 615369105 845,602 1,867 SH SOLE 1,867 0 0
NETFLIX INC. COM 64110L106 224,339 3,142 SH SOLE 3,142 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 3,796 10,454 SH SOLE 10,454 0 0
NEXTERA ENERGY INC COM 65339F101 1,875,023 21,363 SH SOLE 21,363 0 0
NORTHERN TR CORP COM 665859104 6,050,142 34,803 SH SOLE 34,803 0 0
NORTHROP GRUMMAN CORP COM 666807102 255,164 501 SH SOLE 501 0 0
NOVARTIS AG SPONSORED ADR 66987V109 418,442 2,670 SH SOLE 2,670 0 0
NUVEEN MUN CR INCOME FD COM SH BEN INT 67070X101 469,274 37,009 SH SOLE 37,009 0 0
NVIDIA CORPORATION COM 67066G104 6,834,874 34,159 SH SOLE 34,159 0 0
ORACLE CORP COM 68389X105 2,237,672 15,269 SH SOLE 15,269 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,378,551 20,387 SH SOLE 20,387 0 0
PALO ALTO NETWORKS INC COM 697435105 216,889 636 SH SOLE 636 0 0
PEPSICO INC COM 713448108 1,700,060 12,556 SH SOLE 12,556 0 0
PFIZER INC COM 717081103 573,176 23,803 SH SOLE 23,803 0 0
PHILIP MORRIS INTL INC COM 718172109 1,063,570 5,879 SH SOLE 5,879 0 0
PIMCO ETF TR MTG BKD SECS ACT 72201R569 296,280 6,000 SH SOLE 6,000 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585 932,310 35,155 SH SOLE 35,155 0 0
PNC FINL SVCS GROUP INC COM 693475105 227,507 924 SH SOLE 924 0 0
PROCTER & GAMBLE CO COM 742718109 4,216,186 28,752 SH SOLE 28,752 0 0
QXO INC COM NEW 82846H405 446,947 25,865 SH SOLE 25,865 0 0
RTX CORPORATION COM 75513E101 5,190,499 27,357 SH SOLE 27,357 0 0
SANDISK CORP COM 80004C200 234,194 103 SH SOLE 103 0 0
SCHWAB CHARLES CORP COM 808513105 1,335,701 14,476 SH SOLE 14,476 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 319,098 8,800 SH SOLE 8,800 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,339,822 84,470 SH SOLE 84,470 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9,806,662 338,628 SH SOLE 338,628 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2,662,223 83,955 SH SOLE 83,955 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 257,209 9,706 SH SOLE 9,706 0 0
SOUTHERN CO COM 842587107 988,698 10,330 SH SOLE 10,330 0 0
SS&C TECH HLDGS COM 78467J100 374,348 6,033 SH SOLE 6,033 0 0
STARBUCKS CORP COM 855244109 628,469 6,150 SH SOLE 6,150 0 0
SPDR SERIES TRUST ST STR SP500DIV 78468R788 371,995 7,797 SH SOLE 7,797 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 376,003 1,865 SH SOLE 1,865 0 0
TESLA INC COM 88160R101 952,659 2,265 SH SOLE 2,265 0 0
TEXAS INSTRS INC COM 882508104 3,862,689 12,959 SH SOLE 12,959 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 465,763 929 SH SOLE 929 0 0
UNITEDHEALTH GROUP INC COM 91324P102 401,083 965 SH SOLE 965 0 0
UNITY SOFTWARE INC COM 91332U101 279,227 9,770 SH SOLE 9,770 0 0
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF 922040845 256,672 3,392 SH SOLE 3,392 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 10,524,489 44,478 SH SOLE 44,478 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 297,614 4,986 SH SOLE 4,986 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 3,438,616 39,919 SH SOLE 39,919 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5,758,746 36,441 SH SOLE 36,441 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 451,256 7,651 SH SOLE 7,651 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1,118,692 11,980 SH SOLE 11,980 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2,351,006 23,941 SH SOLE 23,941 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 285,806 2,964 SH SOLE 2,964 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11,574,679 16,853 SH SOLE 16,853 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 217,197 2,748 SH SOLE 2,748 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 313,134 6,234 SH SOLE 6,234 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 474,766 1,954 SH SOLE 1,954 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 560,674 1,850 SH SOLE 1,850 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,692,590 4,628 SH SOLE 4,628 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 321,258 4,376 SH SOLE 4,376 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 452,952 5,298 SH SOLE 5,298 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,752,628 39,868 SH SOLE 39,868 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 9,341,318 59,518 SH SOLE 59,518 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,186,576 14,622 SH SOLE 14,622 0 0
VEEVA SYS INC CL A COM 922475108 335,418 1,890 SH SOLE 1,890 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 610,447 14,418 SH SOLE 14,418 0 0
VISA INC COM CL A 92826C839 6,789,142 19,788 SH SOLE 19,788 0 0
WALMART INC COM 931142103 9,332,016 82,395 SH SOLE 82,395 0 0
WASTE MGMT INC DEL COM 94106L109 532,954 2,391 SH SOLE 2,391 0 0
WELLS FARGO & CO COM 949746101 2,252,436 27,256 SH SOLE 27,256 0 0
WELLTOWER INC COM 95040Q104 384,487 1,694 SH SOLE 1,694 0 0
XPO INC COM 983793100 1,030,761 5,021 SH SOLE 5,021 0 0