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
AT&T INC COM 00206R102 388,643 15,928 SH SOLE 0 0 15,928
ABBOTT LABORATORIES COM 002824100 443,134 4,484 SH SOLE 0 0 4,484
ABBVIE INC COM 00287Y109 509,038 1,946 SH SOLE 0 0 1,946
ALPHABET INC CAP STK CL C 02079K107 3,192,531 9,369 SH SOLE 0 0 9,369
ALPHABET INC CAP STK CL A 02079K305 3,534,953 10,274 SH SOLE 0 0 10,274
ALTRIA GROUP INC COM 02209S103 287,124 4,264 SH SOLE 0 0 4,264
AMAZON COM INC COM 023135106 4,298,835 17,254 SH SOLE 0 0 17,254
AMERICAN TOWER CORP COM 03027X100 331,098 2,022 SH SOLE 0 0 2,022
CENCORA INC COM 03073E105 986,021 3,284 SH SOLE 0 0 3,284
AMGEN INC COM 031162100 801,712 1,902 SH SOLE 0 0 1,902
APPLE INC COM 037833100 21,279,107 63,898 SH SOLE 0 0 63,898
AUTOMATIC DATA PROCESSING IN COM 053015103 405,246 1,570 SH SOLE 0 0 1,570
BP PLC SPONSORED ADR 055622104 458,552 10,424 SH SOLE 0 0 10,424
BANK OF AMER CORP COM 060505104 462,532 8,498 SH SOLE 0 0 8,498
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,431,936 22,958 SH SOLE 0 0 22,958
BRISTOL-MYERS SQUIBB CO COM 110122108 951,850 15,254 SH SOLE 0 0 15,254
BROADCOM INC COM 11135F101 349,499 995 SH SOLE 0 0 995
CADENCE DESIGN SYSTEM INC COM 127387108 564,947 1,711 SH SOLE 0 0 1,711
CAPITAL ONE FINL CORP COM 14040H105 323,699 1,677 SH SOLE 0 0 1,677
CARDINAL HEALTH INC COM 14149Y108 370,908 1,667 SH SOLE 0 0 1,667
CASELLA WASTE SYS INC CL A 147448104 366,075 4,556 SH SOLE 0 0 4,556
CATERPILLAR INC COM 149123101 1,642,052 2,026 SH SOLE 0 0 2,026
CISCO SYS INC COM 17275R102 476,895 4,431 SH SOLE 0 0 4,431
CITIUS PHARMACEUTICALS INC COM 17322U306 31,335 59,011 SH SOLE 0 0 59,011
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 23,500 10,000 SH SOLE 0 0 10,000
COCA COLA CO COM 191216100 501,924 5,831 SH SOLE 0 0 5,831
COLGATE PALMOLIVE CO COM 194162103 246,935 2,894 SH SOLE 0 0 2,894
CORNING INC COM 219350105 204,040 1,327 SH SOLE 0 0 1,327
CROWDSTRIKE HLDGS INC CL A 22788C105 695,498 2,627 SH SOLE 0 0 2,627
DEERE & CO COM 244199105 1,541,879 2,296 SH SOLE 0 0 2,296
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1,714,374 22,144 SH SOLE 0 0 22,144
DIMENSIONAL ETF TRUST US COR EQU 2 ETF 25434V708 9,524,807 214,282 SH SOLE 0 0 214,282
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1,362,773 36,234 SH SOLE 0 0 36,234
DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 770,593 20,816 SH SOLE 0 0 20,816
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 268,042 13,558 SH SOLE 0 0 13,558
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,433,741 8,810 SH SOLE 0 0 8,810
META PLATFORMS INC CL A 30303M102 2,618,227 3,610 SH SOLE 0 0 3,610
GENERAL DYNAMICS CORP COM 369550108 211,225 637 SH SOLE 0 0 637
GOLDMAN SACHS GROUP INC COM 38141G104 214,144 238 SH SOLE 0 0 238
HF SINCLAIR CORP COM 403949100 848,257 7,904 SH SOLE 0 0 7,904
HEWLETT PACKARD ENTERPRISE C COM 42824C109 260,480 4,077 SH SOLE 0 0 4,077
HOME DEPOT INC COM 437076102 1,514,479 5,323 SH SOLE 0 0 5,323
INTEL CORP COM 458140100 940,680 7,824 SH SOLE 0 0 7,824
INTERNATIONAL BUSINESS MACHS COM 459200101 552,568 2,512 SH SOLE 0 0 2,512
INVESCO QQQ TR UNIT SER 1 46090E103 5,022,026 6,788 SH SOLE 0 0 6,788
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 509,603 2,450 SH SOLE 0 0 2,450
IRON MTN INC DEL COM 46284V101 205,812 1,855 SH SOLE 0 0 1,855
ISHARES GOLD TR ISHARES NEW 464285204 271,632 3,478 SH SOLE 0 0 3,478
ISHARES INC MSCI WORLD ETF 464286392 2,536,286 12,298 SH SOLE 0 0 12,298
ISHARES TR SELECT DIVID ETF 464287168 1,402,813 9,225 SH SOLE 0 0 9,225
ISHARES TR RUS MID CAP ETF 464287499 1,016,188 9,523 SH SOLE 0 0 9,523
ISHARES TR RUS 1000 GRW ETF 464287614 217,894 1,740 SH SOLE 0 0 1,740
ISHARES TR RUS 1000 ETF 464287622 643,445 1,546 SH SOLE 0 0 1,546
ISHARES TR RUSSELL 2000 ETF 464287655 1,777,012 6,395 SH SOLE 0 0 6,395
ISHARES TR U.S. TECH ETF 464287721 657,092 2,480 SH SOLE 0 0 2,480
ISHARES TR PFD AND INCM SEC 464288687 1,301,913 44,133 SH SOLE 0 0 44,133
ISHARES TR CORE MSCI EAFE 46432F842 3,009,976 31,069 SH SOLE 0 0 31,069
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 530,350 11,203 SH SOLE 0 0 11,203
JPMORGAN CHASE & CO COM 46625H100 2,693,603 8,142 SH SOLE 0 0 8,142
J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 7,141,124 159,080 SH SOLE 0 0 159,080
JOHNSON & JOHNSON COM 478160104 1,934,134 7,306 SH SOLE 0 0 7,306
KEYCORP COM 493267108 9,616,001 479,123 SH SOLE 0 0 479,123
LIVE NATION ENTERTAINMENT IN COM 538034109 356,546 2,106 SH SOLE 0 0 2,106
LOCKHEED MARTIN CORP COM 539830109 848,477 1,666 SH SOLE 0 0 1,666
MSC INDL DIRECT INC CL A 553530106 404,441 3,269 SH SOLE 0 0 3,269
MCDONALDS CORP COM 580135101 605,459 2,622 SH SOLE 0 0 2,622
MERCK & CO INC COM 58933Y105 837,739 5,765 SH SOLE 0 0 5,765
METTLER TOLEDO INTERNATIONAL COM 592688105 752,453 498 SH SOLE 0 0 498
MICROSOFT CORP COM 594918104 4,959,450 9,669 SH SOLE 0 0 9,669
MICRON TECHNOLOGY INC COM 595112103 265,224 249 SH SOLE 0 0 249
MOODYS CORP COM 615369105 239,327 527 SH SOLE 0 0 527
MORGAN STANLEY COM NEW 617446448 362,624 1,928 SH SOLE 0 0 1,928
NETFLIX INC. COM 64110L106 281,103 4,040 SH SOLE 0 0 4,040
NORTHROP GRUMMAN CORP COM 666807102 321,430 665 SH SOLE 0 0 665
NUCOR CORP COM 670346105 665,954 2,849 SH SOLE 0 0 2,849
NVIDIA CORPORATION COM 67066G104 2,589,255 11,337 SH SOLE 0 0 11,337
ORACLE CORP COM 68389X105 238,216 1,735 SH SOLE 0 0 1,735
PALO ALTO NETWORKS INC COM 697435105 554,645 1,396 SH SOLE 0 0 1,396
PEPSICO INC COM 713448108 677,081 5,343 SH SOLE 0 0 5,343
PHILIP MORRIS INTL INC COM 718172109 1,263,765 6,623 SH SOLE 0 0 6,623
PIMCO ETF TR MULTISECTOR BD 72201R585 6,655,314 262,124 SH SOLE 0 0 262,124
PROCTER & GAMBLE CO COM 742718109 653,414 4,498 SH SOLE 0 0 4,498
PUBLIC SVC ENTERPRISE GROUP COM 744573106 238,698 3,545 SH SOLE 0 0 3,545
PUBLIC STORAGE COM 74460D109 766,093 2,709 SH SOLE 0 0 2,709
QUALCOMM INC COM 747525103 408,478 2,220 SH SOLE 0 0 2,220
ROCKWELL AUTOMATION INC COM 773903109 663,008 1,523 SH SOLE 0 0 1,523
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 7,312,361 9,589 SH SOLE 0 0 9,589
SPDR GOLD TR GOLD SHS 78463V107 319,144 838 SH SOLE 0 0 838
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6,768,089 230,913 SH SOLE 0 0 230,913
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 433,702 13,292 SH SOLE 0 0 13,292
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 2,580,925 82,013 SH SOLE 0 0 82,013
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7,862,147 241,689 SH SOLE 0 0 241,689
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 367,452 13,376 SH SOLE 0 0 13,376
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 5,965,271 30,474 SH SOLE 0 0 30,474
SERVICENOW INC COM 81762P102 349,230 2,606 SH SOLE 0 0 2,606
STEEL DYNAMICS INC COM 858119100 497,293 2,244 SH SOLE 0 0 2,244
TJX COS INC NEW COM 872540109 739,032 5,586 SH SOLE 0 0 5,586
TESLA INC COM 88160R101 3,787,242 10,674 SH SOLE 0 0 10,674
UNITED THERAPEUTICS CORP DEL COM 91307C102 341,391 630 SH SOLE 0 0 630
UNITEDHEALTH GROUP INC COM 91324P102 431,319 1,175 SH SOLE 0 0 1,175
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8,470,831 36,308 SH SOLE 0 0 36,308
VANGUARD STAR FDS VG TL INTL STK F 921909768 3,338,728 39,298 SH SOLE 0 0 39,298
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 370,959 5,254 SH SOLE 0 0 5,254
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 457,635 2,949 SH SOLE 0 0 2,949
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 396,376 6,684 SH SOLE 0 0 6,684
VANGUARD WORLD FD HEALTH CAR ETF 92204A504 577,014 1,826 SH SOLE 0 0 1,826
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11,832,728 153,175 SH SOLE 0 0 153,175
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 652,658 931 SH SOLE 0 0 931
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3,157,843 35,232 SH SOLE 0 0 35,232
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 878,904 11,207 SH SOLE 0 0 11,207
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 9,092,341 100,903 SH SOLE 0 0 100,903
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 3,394,308 15,709 SH SOLE 0 0 15,709
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 2,291,913 6,124 SH SOLE 0 0 6,124
VERIZON COMMUNICATIONS INC COM 92343V104 515,143 11,231 SH SOLE 0 0 11,231
VISA INC COM CL A 92826C839 340,939 949 SH SOLE 0 0 949
WALMART INC COM 931142103 661,668 6,367 SH SOLE 0 0 6,367
WATTS WATER TECHNOLOGIES INC CL A 942749102 337,179 952 SH SOLE 0 0 952
WILLIAMS SONOMA INC COM 969904101 540,674 2,372 SH SOLE 0 0 2,372
WISDOMTREE TR US TOTAL DIVIDND 97717W109 450,080 4,818 SH SOLE 0 0 4,818
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 313,196 1,708 SH SOLE 0 0 1,708
TE CONNECTIVITY PLC ORD SHS G87052109 452,978 2,146 SH SOLE 0 0 2,146