The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| 3M CO | COM | 88579Y101 | 286,934 | 1,748 | SH | SOLE | 0 | 0 | 1,748 | ||
| ABBOTT LABORATORIES | COM | 002824100 | 261,673 | 2,648 | SH | SOLE | 0 | 0 | 2,648 | ||
| ABBVIE INC | COM | 00287Y109 | 794,305 | 3,036 | SH | SOLE | 0 | 0 | 3,036 | ||
| ALLSTATE CORP | COM | 020002101 | 233,397 | 1,052 | SH | SOLE | 0 | 0 | 1,052 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 967,553 | 2,812 | SH | SOLE | 0 | 0 | 2,812 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 550,295 | 1,615 | SH | SOLE | 0 | 0 | 1,615 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 359,596 | 5,340 | SH | SOLE | 0 | 0 | 5,340 | ||
| AMAZON COM INC | COM | 023135106 | 522,717 | 2,098 | SH | SOLE | 0 | 0 | 2,098 | ||
| AMERICAN ELEC PWR CO INC | COM | 025537101 | 463,882 | 3,910 | SH | SOLE | 0 | 0 | 3,910 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 1,561,249 | 5,134 | SH | SOLE | 0 | 0 | 5,134 | ||
| AMERIPRISE FINL INC | COM | 03076C106 | 503,182 | 1,022 | SH | SOLE | 0 | 0 | 1,022 | ||
| APPLE INC | COM | 037833100 | 3,747,609 | 11,253 | SH | SOLE | 0 | 0 | 11,253 | ||
| APPLIED MATLS INC | COM | 038222105 | 245,974 | 481 | SH | SOLE | 0 | 0 | 481 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 226,061 | 876 | SH | SOLE | 0 | 0 | 876 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 809,169 | 1,625 | SH | SOLE | 0 | 0 | 1,625 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 417,206 | 6,686 | SH | SOLE | 0 | 0 | 6,686 | ||
| BROADCOM INC | COM | 11135F101 | 406,327 | 1,157 | SH | SOLE | 0 | 0 | 1,157 | ||
| CATERPILLAR INC | COM | 149123101 | 1,633,742 | 2,015 | SH | SOLE | 0 | 0 | 2,015 | ||
| CHEVRON CORPORATION | COM | 166764100 | 749,042 | 3,668 | SH | SOLE | 0 | 0 | 3,668 | ||
| CHUBB LIMITED | COM | H1467J104 | 440,714 | 1,355 | SH | SOLE | 0 | 0 | 1,355 | ||
| CISCO SYS INC | COM | 17275R102 | 692,922 | 6,438 | SH | SOLE | 0 | 0 | 6,438 | ||
| COCA COLA CO | COM | 191216100 | 485,749 | 5,643 | SH | SOLE | 0 | 0 | 5,643 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 366,961 | 4,301 | SH | SOLE | 0 | 0 | 4,301 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 725,696 | 33,350 | SH | SOLE | 0 | 0 | 33,350 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 376,702 | 3,010 | SH | SOLE | 0 | 0 | 3,010 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 238,525 | 939 | SH | SOLE | 0 | 0 | 939 | ||
| CUMMINS INC | COM | 231021106 | 572,876 | 1,109 | SH | SOLE | 0 | 0 | 1,109 | ||
| CVS HEALTH CORP | COM | 126650100 | 400,087 | 4,669 | SH | SOLE | 0 | 0 | 4,669 | ||
| DEERE & CO | COM | 244199105 | 1,138,277 | 1,695 | SH | SOLE | 0 | 0 | 1,695 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 301,252 | 560 | SH | SOLE | 0 | 0 | 560 | ||
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | 29,237,200 | 697,619 | SH | SOLE | 0 | 0 | 697,619 | ||
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | 1,991,315 | 24,193 | SH | SOLE | 0 | 0 | 24,193 | ||
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | 4,653,780 | 91,003 | SH | SOLE | 0 | 0 | 91,003 | ||
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 4,185,253 | 50,407 | SH | SOLE | 0 | 0 | 50,407 | ||
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 19,582,150 | 498,147 | SH | SOLE | 0 | 0 | 498,147 | ||
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 14,409,681 | 186,123 | SH | SOLE | 0 | 0 | 186,123 | ||
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 1,152,509 | 27,818 | SH | SOLE | 0 | 0 | 27,818 | ||
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | 15,797,331 | 393,262 | SH | SOLE | 0 | 0 | 393,262 | ||
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 15,051,377 | 273,661 | SH | SOLE | 0 | 0 | 273,661 | ||
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | 25,883,082 | 512,638 | SH | SOLE | 0 | 0 | 512,638 | ||
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 24,851,843 | 374,049 | SH | SOLE | 0 | 0 | 374,049 | ||
| DIMENSIONAL ETF TRUST | GLOB CO PLUS ETF | 25434V583 | 1,788,435 | 34,442 | SH | SOLE | 0 | 0 | 34,442 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 5,262,459 | 121,563 | SH | SOLE | 0 | 0 | 121,563 | ||
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 10,877,081 | 244,704 | SH | SOLE | 0 | 0 | 244,704 | ||
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | 229,526 | 4,866 | SH | SOLE | 0 | 0 | 4,866 | ||
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | 789,603 | 15,212 | SH | SOLE | 0 | 0 | 15,212 | ||
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 6,603,177 | 118,209 | SH | SOLE | 0 | 0 | 118,209 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | 3,738,318 | 103,183 | SH | SOLE | 0 | 0 | 103,183 | ||
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | 14,674,809 | 315,777 | SH | SOLE | 0 | 0 | 315,777 | ||
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 931,647 | 20,240 | SH | SOLE | 0 | 0 | 20,240 | ||
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | 17,183,102 | 428,293 | SH | SOLE | 0 | 0 | 428,293 | ||
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | 2,747,324 | 101,565 | SH | SOLE | 0 | 0 | 101,565 | ||
| DISNEY WALT CO | COM | 254687106 | 309,980 | 2,955 | SH | SOLE | 0 | 0 | 2,955 | ||
| ELI LILLY & CO | COM | 532457108 | 562,380 | 486 | SH | SOLE | 0 | 0 | 486 | ||
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 2,267,433 | 13,932 | SH | SOLE | 0 | 0 | 13,932 | ||
| GE AEROSPACE | COM NEW | 369604301 | 336,024 | 1,076 | SH | SOLE | 0 | 0 | 1,076 | ||
| GE VERNOVA INC | COM | 36828A101 | 255,682 | 269 | SH | SOLE | 0 | 0 | 269 | ||
| GORMAN RUPP CO | COM | 383082104 | 702,719 | 9,435 | SH | SOLE | 0 | 0 | 9,435 | ||
| HOME DEPOT INC | COM | 437076102 | 367,846 | 1,293 | SH | SOLE | 0 | 0 | 1,293 | ||
| HONEYWELL INTL INC | COM | 438516205 | 268,949 | 1,275 | SH | SOLE | 0 | 0 | 1,275 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 254,905 | 1,127 | SH | SOLE | 0 | 0 | 1,127 | ||
| HUBBELL INC | COM | 443510607 | 8,205,624 | 18,090 | SH | SOLE | 0 | 0 | 18,090 | ||
| HUNTINGTON BANCSHARES INC | COM | 446150104 | 153,760 | 10,076 | SH | SOLE | 0 | 0 | 10,076 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 441,750 | 1,717 | SH | SOLE | 0 | 0 | 1,717 | ||
| INTEL CORP | COM | 458140100 | 679,300 | 5,650 | SH | SOLE | 0 | 0 | 5,650 | ||
| INVESTORS TITLE CO NC | COM | 461804106 | 366,638 | 1,296 | SH | SOLE | 0 | 0 | 1,296 | ||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 290,630 | 2,136 | SH | SOLE | 0 | 0 | 2,136 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,504,693 | 1,965 | SH | SOLE | 0 | 0 | 1,965 | ||
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | 580,023 | 22,499 | SH | SOLE | 0 | 0 | 22,499 | ||
| ISHARES TR | CORE S&P US VLU | 464287663 | 2,907,088 | 26,361 | SH | SOLE | 0 | 0 | 26,361 | ||
| ISHARES TR | SELECT DIVID ETF | 464287168 | 662,938 | 4,359 | SH | SOLE | 0 | 0 | 4,359 | ||
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | 291,656 | 5,896 | SH | SOLE | 0 | 0 | 5,896 | ||
| ISHARES TR | CORE S&P MCP ETF | 464287507 | 203,547 | 2,829 | SH | SOLE | 0 | 0 | 2,829 | ||
| ISHARES TR | SP SMCP600VL ETF | 464287879 | 329,208 | 2,570 | SH | SOLE | 0 | 0 | 2,570 | ||
| ISHARES TR | EAFE VALUE ETF | 464288877 | 3,258,962 | 41,180 | SH | SOLE | 0 | 0 | 41,180 | ||
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | 388,174 | 5,429 | SH | SOLE | 0 | 0 | 5,429 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 1,643,506 | 6,208 | SH | SOLE | 0 | 0 | 6,208 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 2,391,239 | 7,228 | SH | SOLE | 0 | 0 | 7,228 | ||
| LINCOLN ELEC HLDGS INC | COM | 533900106 | 550,591 | 2,081 | SH | SOLE | 0 | 0 | 2,081 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 481,117 | 2,818 | SH | SOLE | 0 | 0 | 2,818 | ||
| MCDONALDS CORP | COM | 580135101 | 2,814,004 | 12,185 | SH | SOLE | 0 | 0 | 12,185 | ||
| MERCK & CO INC | COM | 58933Y105 | 343,513 | 2,364 | SH | SOLE | 0 | 0 | 2,364 | ||
| META PLATFORMS INC | CL A | 30303M102 | 239,336 | 330 | SH | SOLE | 0 | 0 | 330 | ||
| MICROSOFT CORP | COM | 594918104 | 2,406,635 | 4,692 | SH | SOLE | 0 | 0 | 4,692 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,546,381 | 6,771 | SH | SOLE | 0 | 0 | 6,771 | ||
| PEPSICO INC | COM | 713448108 | 1,068,503 | 8,432 | SH | SOLE | 0 | 0 | 8,432 | ||
| PFIZER INC | COM | 717081103 | 401,647 | 14,083 | SH | SOLE | 0 | 0 | 14,083 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 237,762 | 1,246 | SH | SOLE | 0 | 0 | 1,246 | ||
| PHILLIPS 66 | COM | 718546104 | 722,527 | 2,830 | SH | SOLE | 0 | 0 | 2,830 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 1,931,352 | 13,294 | SH | SOLE | 0 | 0 | 13,294 | ||
| QUALCOMM INC | COM | 747525103 | 571,076 | 3,103 | SH | SOLE | 0 | 0 | 3,103 | ||
| RYDER SYS INC | COM | 783549108 | 280,040 | 1,229 | SH | SOLE | 0 | 0 | 1,229 | ||
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | 808524631 | 794,681 | 31,485 | SH | SOLE | 0 | 0 | 31,485 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,070,347 | 3,311 | SH | SOLE | 0 | 0 | 3,311 | ||
| SOUTHERN CO | COM | 842587107 | 203,661 | 2,457 | SH | SOLE | 0 | 0 | 2,457 | ||
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 409,095 | 7,904 | SH | SOLE | 0 | 0 | 7,904 | ||
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | 1,431,220 | 28,505 | SH | SOLE | 0 | 0 | 28,505 | ||
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | 421,559 | 7,975 | SH | SOLE | 0 | 0 | 7,975 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 256,244 | 336 | SH | SOLE | 0 | 0 | 336 | ||
| US BANCORP | COM NEW | 902973304 | 261,711 | 4,531 | SH | SOLE | 0 | 0 | 4,531 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 300,846 | 494 | SH | SOLE | 0 | 0 | 494 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 2,488,634 | 27,766 | SH | SOLE | 0 | 0 | 27,766 | ||
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | 1,467,544 | 16,286 | SH | SOLE | 0 | 0 | 16,286 | ||
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | 503,337 | 2,329 | SH | SOLE | 0 | 0 | 2,329 | ||
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | 7,198,429 | 31,158 | SH | SOLE | 0 | 0 | 31,158 | ||
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | 45,219,463 | 120,830 | SH | SOLE | 0 | 0 | 120,830 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 292,294 | 1,883 | SH | SOLE | 0 | 0 | 1,883 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 11,339,614 | 191,192 | SH | SOLE | 0 | 0 | 191,192 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 5,376,872 | 63,287 | SH | SOLE | 0 | 0 | 63,287 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 20,590,250 | 291,605 | SH | SOLE | 0 | 0 | 291,605 | ||
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 1,108,869 | 7,145 | SH | SOLE | 0 | 0 | 7,145 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 558,603 | 4,445 | SH | SOLE | 0 | 0 | 4,445 | ||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 602,715 | 4,447 | SH | SOLE | 0 | 0 | 4,447 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 242,606 | 5,289 | SH | SOLE | 0 | 0 | 5,289 | ||
| YUM BRANDS INC | COM | 988498101 | 461,784 | 3,387 | SH | SOLE | 0 | 0 | 3,387 | ||