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 385,917 2,351 SH SOLE 2,351 0 0
ABBOTT LABORATORIES COM 002824100 957,719 9,691 SH SOLE 9,691 0 0
ABBVIE INC COM 00287Y109 1,610,076 6,155 SH SOLE 6,155 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,855,010 26,477 SH SOLE 26,477 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,982,330 4,875 SH SOLE 4,875 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 221,963 1,288 SH SOLE 1,288 0 0
ALPHABET INC CAP STK CL C 02079K107 24,892,308 73,054 SH SOLE 73,054 0 0
ALPHABET INC CAP STK CL A 02079K305 1,448,923 4,211 SH SOLE 4,211 0 0
AMAZON COM INC COM 023135106 3,897,504 15,643 SH SOLE 15,643 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 12,671,266 134,772 SH SOLE 134,772 0 0
AMERICAN CENTY ETF TR US SML CP VALU 025072877 17,170,886 145,800 SH SOLE 145,800 0 0
AMERICAN EXPRESS CO COM 025816109 18,847,539 61,978 SH SOLE 61,978 0 0
AMGEN INC COM 031162100 14,024,576 33,272 SH SOLE 33,272 0 0
ANAVEX LIFE SCIENCES CORP COM NEW 032797300 41,006 20,300 SH SOLE 20,300 0 0
APPLE INC COM 037833100 32,939,026 98,910 SH SOLE 98,910 0 0
APPLIED MATLS INC COM 038222105 377,910 739 SH SOLE 739 0 0
ARISTA NETWORKS INC COM SHS 040413205 236,785 1,163 SH SOLE 1,163 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 6,572,264 3,628 SH SOLE 3,628 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,177,094 39,181 SH SOLE 39,181 0 0
BANK OF AMER CORP COM 060505104 325,491 5,980 SH SOLE 5,980 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 42,579,285 57 SH SOLE 57 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,705,744 7,442 SH SOLE 7,442 0 0
BROADCOM INC COM 11135F101 571,950 1,629 SH SOLE 1,629 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,693,027 22,770 SH SOLE 22,770 0 0
BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A 11276H106 4,083,397 114,670 SH SOLE 114,670 0 0
CACI INTL INC CL A 127190304 10,390,807 17,059 SH SOLE 17,059 0 0
CAPITAL ONE FINL CORP COM 14040H105 285,357 1,478 SH SOLE 1,478 0 0
CHEVRON CORPORATION COM 166764100 243,945 1,195 SH SOLE 1,195 0 0
CHURCH & DWIGHT CO INC COM 171340102 9,752,237 103,505 SH SOLE 103,505 0 0
CISCO SYS INC COM 17275R102 11,427,221 106,171 SH SOLE 106,171 0 0
CITIGROUP INC COM NEW 172967424 214,739 1,658 SH SOLE 1,658 0 0
COCA COLA CO COM 191216100 1,234,193 14,250 SH SOLE 14,250 0 0
COLGATE PALMOLIVE CO COM 194162103 7,863,961 92,170 SH SOLE 92,170 0 0
CONOCOPHILLIPS COM 20825C104 254,931 2,037 SH SOLE 2,037 0 0
CORNING INC COM 219350105 572,307 3,722 SH SOLE 3,722 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 411,155 452 SH SOLE 452 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 500,915 1,892 SH SOLE 1,892 0 0
CUMMINS INC COM 231021106 9,528,047 18,445 SH SOLE 18,445 0 0
DANAHER CORP DEL COM 235851102 8,387,062 37,788 SH SOLE 37,788 0 0
DEERE & CO COM 244199105 16,182,449 24,039 SH SOLE 24,039 0 0
DELL TECHNOLOGIES INC CL C 24703L202 19,942,652 37,072 SH SOLE 37,072 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 454,444 3,986 SH SOLE 3,986 0 0
EAGLE MATLS INC COM 26969P108 5,052,505 29,500 SH SOLE 29,500 0 0
EATON CORP PLC SHS G29183103 12,808,323 29,807 SH SOLE 29,807 0 0
ELI LILLY & CO COM 532457108 5,442,249 4,703 SH SOLE 4,703 0 0
EMCOR GROUP INC COM 29084Q100 23,014,021 30,503 SH SOLE 30,503 0 0
EMERSON ELEC CO COM 291011104 425,274 2,742 SH SOLE 2,742 0 0
EOG RES INC COM 26875P101 3,912,790 28,403 SH SOLE 28,403 0 0
ESSENTIAL UTILS INC COM 29670G102 5,153,453 131,499 SH SOLE 131,499 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 1,299,071 7,982 SH SOLE 7,982 0 0
FORTINET INC COM 34959E109 332,315 1,859 SH SOLE 1,859 0 0
GALLAGHER ARTHUR J & CO COM 363576109 7,869,306 34,498 SH SOLE 34,498 0 0
GENERAL DYNAMICS CORP COM 369550108 384,591 1,159 SH SOLE 1,159 0 0
GENUINE PARTS CO COM 372460105 4,118,470 32,479 SH SOLE 32,479 0 0
HERSHEY CO COM 427866108 3,220,919 20,436 SH SOLE 20,436 0 0
HOME DEPOT INC COM 437076102 312,957 1,100 SH SOLE 1,100 0 0
HUBBELL INC COM 443510607 8,953,472 19,739 SH SOLE 19,739 0 0
ILLINOIS TOOL WKS INC COM 452308109 823,620 3,180 SH SOLE 3,180 0 0
INTEL CORP COM 458140100 800,491 6,658 SH SOLE 6,658 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,911,480 26,879 SH SOLE 26,879 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,030,065 1,391 SH SOLE 1,391 0 0
ISHARES GOLD TR ISHARES NEW 464285204 16,344,501 209,277 SH SOLE 209,277 0 0
ISHARES TR SELECT DIVID ETF 464287168 1,673 11 SH SOLE 11 0 0
ISHARES TR CORE S&P500 ETF 464287200 930,508 1,215 SH SOLE 1,215 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 212,821 1,496 SH SOLE 1,496 0 0
ISHARES TR S&P 500 VAL ETF 464287408 67,114 294 SH SOLE 294 0 0
ISHARES TR MSCI EAFE ETF 464287465 111,682 1,075 SH SOLE 1,075 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 166,948 1,039 SH SOLE 1,039 0 0
ISHARES TR RUS MD CP GR ETF 464287481 91,097 662 SH SOLE 662 0 0
ISHARES TR RUS MID CAP ETF 464287499 187,703 1,759 SH SOLE 1,759 0 0
ISHARES TR CORE S&P MCP ETF 464287507 96,053 1,335 SH SOLE 1,335 0 0
ISHARES TR ISHARES SEMICDTR 464287523 121,120 213 SH SOLE 213 0 0
ISHARES TR SELECT US REIT 464287564 13,838 220 SH SOLE 220 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 631,478 2,547 SH SOLE 2,547 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 1,250,096 9,980 SH SOLE 9,980 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 84,479 304 SH SOLE 304 0 0
ISHARES TR U.S. TECH ETF 464287721 102,251 386 SH SOLE 386 0 0
ISHARES TR CORE S&P SCP ETF 464287804 50,335 370 SH SOLE 370 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 1,541,641 6,937 SH SOLE 6,937 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 26,977 284 SH SOLE 284 0 0
ISHARES TR CORE MSCI EAFE 46432F842 224,621 2,319 SH SOLE 2,319 0 0
ISHARES TR INTL EQTY FACTOR 46434V274 33,208 800 SH SOLE 800 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 197,783 3,998 SH SOLE 3,998 0 0
ISHARES TR GLOBAL REIT ETF 46434V647 77 3 SH SOLE 3 0 0
JOHNSON & JOHNSON COM 478160104 11,097,791 41,920 SH SOLE 41,920 0 0
JPMORGAN CHASE & CO COM 46625H100 9,748,405 29,467 SH SOLE 29,467 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 208,231 572 SH SOLE 572 0 0
KLA CORP COM NEW 482480100 213,955 1,098 SH SOLE 1,098 0 0
LABCORP HOLDINGS INC COM SHS 504922105 5,592,464 18,151 SH SOLE 18,151 0 0
LAM RESEARCH CORP COM NEW 512807306 664,257 2,020 SH SOLE 2,020 0 0
LITTELFUSE INC COM 537008104 12,411,121 29,289 SH SOLE 29,289 0 0
LOCKHEED MARTIN CORP COM 539830109 566,795 1,113 SH SOLE 1,113 0 0
LOWES COS INC COM 548661107 697,906 3,787 SH SOLE 3,787 0 0
MAIN STR CAP CORP COM 56035L104 6,321,635 114,834 SH SOLE 114,834 0 0
MARATHON PETE CORP COM 56585A102 277,319 701 SH SOLE 701 0 0
MARSH & MCLENNAN COS INC COM 571748102 875,138 5,126 SH SOLE 5,126 0 0
MARVELL TECHNOLOGY INC COM 573874104 495,130 1,874 SH SOLE 1,874 0 0
MASTERCARD INCORPORATED CL A 57636Q104 217,831 395 SH SOLE 395 0 0
MCDONALDS CORP COM 580135101 313,847 1,359 SH SOLE 1,359 0 0
MCGRATH RENTCORP COM 580589109 5,812,139 50,828 SH SOLE 50,828 0 0
MCKESSON CORP COM 58155Q103 324,805 380 SH SOLE 380 0 0
MEDTRONIC PLC SHS G5960L103 4,098,962 47,109 SH SOLE 47,109 0 0
MERCK & CO INC COM 58933Y105 1,655,408 11,326 SH SOLE 11,326 0 0
META PLATFORMS INC CL A 30303M102 780,453 1,076 SH SOLE 1,076 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 493,606 6,347 SH SOLE 6,347 0 0
MICRON TECHNOLOGY INC COM 595112103 802,028 753 SH SOLE 753 0 0
MICROSOFT CORP COM 594918104 27,742,662 54,090 SH SOLE 54,090 0 0
NEWMONT CORP COM 651639106 226,874 1,967 SH SOLE 1,967 0 0
NEXTERA ENERGY INC COM 65339F101 7,976,001 105,308 SH SOLE 105,308 0 0
NVIDIA CORPORATION COM 67066G104 8,836,572 38,650 SH SOLE 38,650 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 212,671 2,490 SH SOLE 2,490 0 0
PACCAR INC COM 693718108 214,130 1,950 SH SOLE 1,950 0 0
PATHFINDER BANCORP INC MD COM 70319R109 648,682 38,429 SH SOLE 38,429 0 0
PAYCHEX INC COM 704326107 3,010,481 30,563 SH SOLE 30,563 0 0
PEPSICO INC COM 713448108 830,341 6,553 SH SOLE 6,553 0 0
PFIZER INC COM 717081103 4,811,734 168,714 SH SOLE 168,714 0 0
PHILIP MORRIS INTL INC COM 718172109 700,701 3,672 SH SOLE 3,672 0 0
PROCTER & GAMBLE CO COM 742718109 848,215 5,838 SH SOLE 5,838 0 0
QUANTA SVCS INC COM 74762E102 276,922 431 SH SOLE 431 0 0
RAYONIER INC COM 754907103 247,181 13,463 SH SOLE 13,463 0 0
REALTY INCOME CORP COM 756109104 4,381,382 80,287 SH SOLE 80,287 0 0
RELX PLC SPONSORED ADR 759530108 5,207,227 156,939 SH SOLE 156,939 0 0
RIO TINTO PLC SPONSORED ADR 767204100 3,950,654 41,952 SH SOLE 41,952 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,494,241 15,724 SH SOLE 15,724 0 0
RTX CORPORATION COM 75513E101 21,095,806 113,632 SH SOLE 113,632 0 0
S&P GLOBAL INC COM 78409V104 1,498,986 3,800 SH SOLE 3,800 0 0
SALESFORCE INC COM 79466L302 7,676,440 33,374 SH SOLE 33,374 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 734,714 25,067 SH SOLE 25,067 0 0
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26,820 894 SH SOLE 894 0 0
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 34,718 1,064 SH SOLE 1,064 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12,575 345 SH SOLE 345 0 0
SCHWAB STRATEGIC TR 1 5YR CORP BD 808524714 33,620 1,395 SH SOLE 1,395 0 0
SCHWAB STRATEGIC TR FUND EM EQUI ETF 808524730 34,961 835 SH SOLE 835 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524748 19,284 387 SH SOLE 387 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 38,969 725 SH SOLE 725 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 808524763 29,400 840 SH SOLE 840 0 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 10,952 348 SH SOLE 348 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 276,678 10,072 SH SOLE 10,072 0 0
SCHWAB STRATEGIC TR US REIT ETF 808524847 4,055 184 SH SOLE 184 0 0
SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 45,504 1,920 SH SOLE 1,920 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 14,198 565 SH SOLE 565 0 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 10,644 214 SH SOLE 214 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,797,237 1,947 SH SOLE 1,947 0 0
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 43,830 900 SH SOLE 900 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 189,978 1,128 SH SOLE 1,128 0 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 82,065 754 SH SOLE 754 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 147,108 2,392 SH SOLE 2,392 0 0
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 66,750 1,250 SH SOLE 1,250 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 55,604 333 SH SOLE 333 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 325,337 1,662 SH SOLE 1,662 0 0
SOUTHERN CO COM 842587107 238,645 2,879 SH SOLE 2,879 0 0
SOUTHERN CO UNIT 12/15/2028 842587842 53,688 1,200 SH SOLE 1,200 0 0
SPDR GOLD TR GOLD SHS 78463V107 736,545 1,934 SH SOLE 1,934 0 0
SPDR GOLD TR GOLD SHS 78463V107 114,252 300 SH Call SOLE 300 0 0
SPDR SERIES TRUST ST STR SP TRANS 78464A532 158,979 1,624 SH SOLE 1,624 0 0
SPDR SERIES TRUST ST STR SP HOME 78464A888 53,297 555 SH SOLE 555 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 6,666,365 8,722 SH SOLE 8,722 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 288,945 632 SH SOLE 632 0 0
TEXAS INSTRS INC COM 882508104 5,986,832 21,375 SH SOLE 21,375 0 0
THE CIGNA GROUP COM 125523100 304,993 1,122 SH SOLE 1,122 0 0
TJX COS INC NEW COM 872540109 14,014,222 105,920 SH SOLE 105,920 0 0
TYLER TECHNOLOGIES INC COM 902252105 457,828 1,437 SH SOLE 1,437 0 0
UNILEVER PLC SPON ADR NEW 904767803 5,410,832 89,097 SH SOLE 89,097 0 0
UNION PAC CORP COM 907818108 1,390,312 5,109 SH SOLE 5,109 0 0
UNITEDHEALTH GROUP INC COM 91324P102 527,494 1,437 SH SOLE 1,437 0 0
VALERO ENERGY CORP COM 91913Y100 232,566 600 SH SOLE 600 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 44,944,692 958,922 SH SOLE 958,922 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2,096,973 2,992 SH SOLE 2,992 0 0
VANGUARD INDEX FDS MRNGSTR MD CP VA 922908512 69,413 355 SH SOLE 355 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7,439 83 SH SOLE 83 0 0
VANGUARD INDEX FDS MRNGSTR SM CP GR 922908595 38,850 115 SH SOLE 115 0 0
VANGUARD INDEX FDS MRNGSTR SML CP V 922908611 12,476 54 SH SOLE 54 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 66,186 844 SH SOLE 844 0 0
VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 227,077 2,520 SH SOLE 2,520 0 0
VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 815,054 3,772 SH SOLE 3,772 0 0
VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 3,414 12 SH SOLE 12 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 62,498 167 SH SOLE 167 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 636,003 2,726 SH SOLE 2,726 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 284,361 3,347 SH SOLE 3,347 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 249,395 3,532 SH SOLE 3,532 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 212,934 1,372 SH SOLE 1,372 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 57,596 610 SH SOLE 610 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 772,116 6,144 SH SOLE 6,144 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,791,807 126,266 SH SOLE 126,266 0 0
VISA INC COM CL A 92826C839 8,733,952 24,306 SH SOLE 24,306 0 0
VITAL FARMS INC COM 92847W103 928,000 100,000 SH SOLE 100,000 0 0
WALMART INC COM 931142103 6,851,431 65,930 SH SOLE 65,930 0 0
WASTE MGMT INC DEL COM 94106L109 4,938,993 24,220 SH SOLE 24,220 0 0
WATSCO INC COM 942622200 3,891,951 12,858 SH SOLE 12,858 0 0
WELLS FARGO & CO COM 949746101 666,416 8,325 SH SOLE 8,325 0 0
WELLS FARGO & CO PERP PFD CNV A 949746804 145,664 135 SH SOLE 135 0 0
WILLIAMS SONOMA INC COM 969904101 8,907,427 39,078 SH SOLE 39,078 0 0
WW GRAINGER INC COM 384802104 1,589,590 1,276 SH SOLE 1,276 0 0