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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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
ABBOTT LABS COM 002824100 2,235,832 16,693 SH SOLE 0 0 16,693
ABBVIE INC COM 00287Y109 1,684,796 7,276 SH SOLE 0 0 7,276
AIR PRODS & CHEMS INC COM 009158106 1,544,141 5,662 SH SOLE 0 0 5,662
ALPHABET INC CAP STK CL A 02079K305 1,676,910 6,898 SH SOLE 0 0 6,898
ALPHABET INC CAP STK CL C 02079K107 2,213,342 9,088 SH SOLE 0 0 9,088
AMAZON COM INC COM 023135106 7,291,152 33,207 SH SOLE 0 0 33,207
AMERICAN EXPRESS CO COM 025816109 1,475,599 4,442 SH SOLE 0 0 4,442
AON PLC SHS CL A G0403H108 322,705 905 SH SOLE 0 0 905
APPLE INC COM 037833100 30,132,563 118,339 SH SOLE 0 0 118,339
AT&T INC COM 00206R102 607,250 21,503 SH SOLE 0 0 21,503
BANK AMERICA CORP COM 060505104 2,277,318 44,143 SH SOLE 0 0 44,143
BANK NEW YORK MELLON CORP COM 064058100 205,716 1,888 SH SOLE 0 0 1,888
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,132,904 8,221 SH SOLE 0 0 8,221
BLOCK INC CL A 852234103 1,137,852 15,744 SH SOLE 0 0 15,744
BOEING CO COM 097023105 241,880 1,121 SH SOLE 0 0 1,121
BRISTOL-MYERS SQUIBB CO COM 110122108 263,770 5,849 SH SOLE 0 0 5,849
BROADCOM INC COM 11135F101 493,126 1,495 SH SOLE 0 0 1,495
CATERPILLAR INC COM 149123101 3,667,978 7,687 SH SOLE 0 0 7,687
CHEVRON CORP NEW COM 166764100 5,013,965 32,288 SH SOLE 0 0 32,288
CISCO SYS INC COM 17275R102 312,553 4,568 SH SOLE 0 0 4,568
COCA COLA CO COM 191216100 325,434 4,859 SH SOLE 0 0 4,859
COLGATE PALMOLIVE CO COM 194162103 208,643 2,610 SH SOLE 0 0 2,610
COSTCO WHSL CORP NEW COM 22160K105 862,825 932 SH SOLE 0 0 932
DELTA AIR LINES INC DEL COM NEW 247361702 253,348 4,464 SH SOLE 0 0 4,464
DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 472,038 10,235 SH SOLE 0 0 10,235
DISNEY WALT CO COM 254687106 1,713,475 14,965 SH SOLE 0 0 14,965
DTE ENERGY CO COM 233331107 212,212 1,489 SH SOLE 0 0 1,489
DUKE ENERGY CORP NEW COM NEW 26441C204 208,952 1,689 SH SOLE 0 0 1,689
ECOLAB INC COM 278865100 384,314 1,400 SH SOLE 0 0 1,400
ELI LILLY & CO COM 532457108 277,732 364 SH SOLE 0 0 364
EMERSON ELEC CO COM 291011104 269,706 2,056 SH SOLE 0 0 2,056
ENTERPRISE PRODS PARTNERS L COM 293792107 228,615 7,311 SH SOLE 0 0 7,311
EXXON MOBIL CORP COM 30231G102 4,587,928 40,691 SH SOLE 0 0 40,691
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 3,384,138 60,746 SH SOLE 0 0 60,746
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 248,283 5,350 SH SOLE 0 0 5,350
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 530,472 5,315 SH SOLE 0 0 5,315
FIFTH THIRD BANCORP COM 316773100 1,492,759 33,209 SH SOLE 0 0 33,209
FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 603,957 11,912 SH SOLE 0 0 11,912
FIRST TR EXCHANGE-TRADED FD SHS 33734H106 269,117 5,820 SH SOLE 0 0 5,820
FISERV INC COM 337738108 283,646 2,200 SH SOLE 0 0 2,200
FORD MTR CO COM 345370860 143,721 12,017 SH SOLE 0 0 12,017
GABELLI EQUITY TR INC COM 362397101 113,462 18,631 SH SOLE 0 0 18,631
GE AEROSPACE COM NEW 369604301 1,015,253 3,371 SH SOLE 0 0 3,371
GE VERNOVA INC COM 36828A101 521,809 849 SH SOLE 0 0 849
GILEAD SCIENCES INC COM 375558103 361,083 3,253 SH SOLE 0 0 3,253
GOLDMAN SACHS GROUP INC COM 38141G104 1,392,107 1,748 SH SOLE 0 0 1,748
GRACO INC COM 384109104 276,120 3,250 SH SOLE 0 0 3,250
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 342,670 3,817 SH SOLE 0 0 3,817
HOME DEPOT INC COM 437076102 1,181,849 2,917 SH SOLE 0 0 2,917
HUNTINGTON BANCSHARES INC COM 446150104 267,207 15,334 SH SOLE 0 0 15,334
INTEL CORP COM 458140100 584,033 17,408 SH SOLE 0 0 17,408
INTERNATIONAL BUSINESS MACHS COM 459200101 1,820,966 6,454 SH SOLE 0 0 6,454
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 351,274 1,852 SH SOLE 0 0 1,852
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 267,630 4,117 SH SOLE 0 0 4,117
ISHARES INC CORE MSCI EMKT 46434G103 1,025,781 15,561 SH SOLE 0 0 15,561
ISHARES TR 0-3 MNTH TREASRY 46436E718 634,309 6,299 SH SOLE 0 0 6,299
ISHARES TR CORE DIV GRWTH 46434V621 2,508,791 36,851 SH SOLE 0 0 36,851
ISHARES TR CORE MSCI EAFE 46432F842 959,712 10,992 SH SOLE 0 0 10,992
ISHARES TR CORE S&P MCP ETF 464287507 6,163,484 94,445 SH SOLE 0 0 94,445
ISHARES TR CORE S&P SCP ETF 464287804 4,259,450 35,845 SH SOLE 0 0 35,845
ISHARES TR CORE S&P TTL STK 464287150 356,339 2,447 SH SOLE 0 0 2,447
ISHARES TR CORE S&P US GWT 464287671 6,118,356 37,185 SH SOLE 0 0 37,185
ISHARES TR CORE S&P US VLU 464287663 5,652,822 56,557 SH SOLE 0 0 56,557
ISHARES TR CORE S&P500 ETF 464287200 4,408,210 6,586 SH SOLE 0 0 6,586
ISHARES TR CORE US AGGBD ET 464287226 454,764 4,536 SH SOLE 0 0 4,536
ISHARES TR ESG AW MSCI EAFE 46435G516 557,880 6,000 SH SOLE 0 0 6,000
ISHARES TR IBDS DEC28 ETF 46435U515 356,591 13,973 SH SOLE 0 0 13,973
ISHARES TR IBONDS 27 ETF 46435UAA9 455,961 18,733 PRN SOLE 0 0 18,733
ISHARES TR IBONDS 28 TRM TS 46436E833 207,534 9,271 SH SOLE 0 0 9,271
ISHARES TR IBONDS DEC2026 46435GAA0 454,775 18,715 PRN SOLE 0 0 18,715
ISHARES TR IBONDS DEC25 ETF 46434VBD1 431,001 17,110 PRN SOLE 0 0 17,110
ISHARES TR IBOXX INV CP ETF 464287242 448,667 4,025 SH SOLE 0 0 4,025
ISHARES TR MSCI EAFE ETF 464287465 234,293 2,509 SH SOLE 0 0 2,509
ISHARES TR RUS 1000 GRW ETF 464287614 2,561,827 5,469 SH SOLE 0 0 5,469
ISHARES TR RUS 1000 VAL ETF 464287598 442,401 2,173 SH SOLE 0 0 2,173
ISHARES TR RUS MID CAP ETF 464287499 515,287 5,337 SH SOLE 0 0 5,337
ISHARES TR RUSSELL 3000 ETF 464287689 1,061,032 2,800 SH SOLE 0 0 2,800
ISHARES TR S&P 500 GRWT ETF 464287309 6,110,325 50,616 SH SOLE 0 0 50,616
ISHARES TR S&P 500 VAL ETF 464287408 5,219,804 25,276 SH SOLE 0 0 25,276
ISHARES TR SELECT DIVID ETF 464287168 739,471 5,204 SH SOLE 0 0 5,204
JOHNSON & JOHNSON COM 478160104 2,522,441 13,604 SH SOLE 0 0 13,604
JPMORGAN CHASE & CO. COM 46625H100 4,472,849 14,180 SH SOLE 0 0 14,180
LOWES COS INC COM 548661107 527,751 2,100 SH SOLE 0 0 2,100
MARRIOTT INTL INC NEW CL A 571903202 426,962 1,639 SH SOLE 0 0 1,639
MCDONALDS CORP COM 580135101 291,734 960 SH SOLE 0 0 960
MERCK & CO INC COM 58933Y105 697,991 8,221 SH SOLE 0 0 8,221
META PLATFORMS INC CL A 30303M102 946,719 1,289 SH SOLE 0 0 1,289
MICROSOFT CORP COM 594918104 9,227,890 17,816 SH SOLE 0 0 17,816
NEOGEN CORP COM 640491106 220,634 38,640 SH SOLE 0 0 38,640
NETFLIX INC COM 64110L106 255,370 213 SH SOLE 0 0 213
NEXTERA ENERGY INC COM 65339F101 388,171 5,142 SH SOLE 0 0 5,142
NICOLET BANKSHARES INC COM 65406E102 785,359 5,839 SH SOLE 0 0 5,839
NIKE INC CL B 654106103 435,392 6,208 SH SOLE 0 0 6,208
NORTHROP GRUMMAN CORP COM 666807102 1,096,776 1,800 SH SOLE 0 0 1,800
NOVARTIS AG SPONSORED ADR 66987V109 209,192 1,631 SH SOLE 0 0 1,631
NVIDIA CORPORATION COM 67066G104 4,323,038 23,169 SH SOLE 0 0 23,169
ORACLE CORP COM 68389X105 2,246,458 7,988 SH SOLE 0 0 7,988
PAYPAL HLDGS INC COM 70450Y103 224,055 3,341 SH SOLE 0 0 3,341
PEPSICO INC COM 713448108 514,608 3,664 SH SOLE 0 0 3,664
PFIZER INC COM 717081103 859,557 33,735 SH SOLE 0 0 33,735
PHILIP MORRIS INTL INC COM 718172109 308,829 1,904 SH SOLE 0 0 1,904
PROCTER AND GAMBLE CO COM 742718109 2,924,111 19,031 SH SOLE 0 0 19,031
QUALCOMM INC COM 747525103 719,341 4,324 SH SOLE 0 0 4,324
RTX CORPORATION COM 75513E101 283,395 1,694 SH SOLE 0 0 1,694
SCHWAB CHARLES CORP COM 808513105 445,368 4,665 SH SOLE 0 0 4,665
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 825,634 30,243 SH SOLE 0 0 30,243
SHELL PLC SPON ADS 780259305 271,939 3,802 SH SOLE 0 0 3,802
SOUTHERN CO COM 842587107 262,323 2,768 SH SOLE 0 0 2,768
SPDR GOLD TR GOLD SHS 78463V107 594,679 1,673 SH SOLE 0 0 1,673
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,554,423 9,812 SH SOLE 0 0 9,812
SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 258,209 3,296 SH SOLE 0 0 3,296
STARBUCKS CORP COM 855244109 1,403,617 16,591 SH SOLE 0 0 16,591
STRATEGY INC CL A NEW 594972408 437,239 1,357 SH SOLE 0 0 1,357
STRYKER CORPORATION COM 863667101 775,477 2,093 SH SOLE 0 0 2,093
TESLA INC COM 88160R101 547,911 1,232 SH SOLE 0 0 1,232
UNION PAC CORP COM 907818108 739,129 3,127 SH SOLE 0 0 3,127
UNITED PARCEL SERVICE INC CL B 911312106 254,545 3,047 SH SOLE 0 0 3,047
US BANCORP DEL COM NEW 902973304 334,281 6,843 SH SOLE 0 0 6,843
VANGUARD INDEX FDS GROWTH ETF 922908736 50,803,493 105,908 SH SOLE 0 0 105,908
VANGUARD INDEX FDS LARGE CAP ETF 922908637 967,936 3,136 SH SOLE 0 0 3,136
VANGUARD INDEX FDS MID CAP ETF 922908629 367,697 1,251 SH SOLE 0 0 1,251
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 205,329 2,246 SH SOLE 0 0 2,246
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 200,796 327 SH SOLE 0 0 327
VANGUARD INDEX FDS SMALL CP ETF 922908751 9,345,075 36,635 SH SOLE 0 0 36,635
VANGUARD INDEX FDS VALUE ETF 922908744 46,878,404 250,106 SH SOLE 0 0 250,106
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 367,912 5,155 SH SOLE 0 0 5,155
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11,593,872 213,988 SH SOLE 0 0 213,988
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 40,324,801 186,124 SH SOLE 0 0 186,124
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 44,089,541 735,807 SH SOLE 0 0 735,807
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,019,491 7,233 SH SOLE 0 0 7,233
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 868,478 10,256 SH SOLE 0 0 10,256
VERIZON COMMUNICATIONS INC COM 92343V104 2,036,181 46,329 SH SOLE 0 0 46,329
VISA INC COM CL A 92826C839 4,746,127 13,903 SH SOLE 0 0 13,903
WALMART INC COM 931142103 3,415,447 33,140 SH SOLE 0 0 33,140
WELLS FARGO CO NEW COM 949746101 324,860 3,876 SH SOLE 0 0 3,876