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
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
AEA-BRIDGES IMPACT CORP *W EXP 09/19/202 G01046112 4 11,500 SH   SOLE   0 0 11,500
ARCH CAP GROUP LTD ORD G0450A105 231 5,085 SH   SOLE   0 0 5,085
ALPHABET INC CAP STK CL C 02079K107 780 357 SH   SOLE   0 0 357
ALPHABET INC CAP STK CL A 02079K305 464 213 SH   SOLE   0 0 213
AMAZON COM INC COM 023135106 769 7,241 SH   SOLE   0 0 7,241
APPLE INC COM 037833100 4,038 29,536 SH   SOLE   0 0 29,536
BK OF AMERICA CORP COM 060505104 674 21,654 SH   SOLE   0 0 21,654
BECTON DICKINSON & CO COM 075887109 386 1,567 SH   SOLE   0 0 1,567
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 995 3,644 SH   SOLE   0 0 3,644
CSX CORP COM 126408103 366 12,597 SH   SOLE   0 0 12,597
CATALYST BIOSCIENCES INC COM NEW 14888D208 32 18,000 SH   SOLE   0 0 18,000
CEL-SCI CORP COM PAR NEW 150837607 59 13,000 SH   SOLE   0 0 13,000
CONCERT PHARMACEUTICALS INC COM 206022105 290 69,000 SH   SOLE   0 0 69,000
CONSOLIDATED EDISON INC COM 209115104 395 4,149 SH   SOLE   0 0 4,149
CONSTELLATION ENERGY CORP COM 21037T109 425 7,426 SH   SOLE   0 0 7,426
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 962 171,835 SH   SOLE   0 0 171,835
CUSTOM TRUCK ONE SOURCE INC *W EXP 01/01/202 23204X111 191 340,787 SH   SOLE   0 0 340,787
DOCGO INC COM 256086109 262 36,669 SH   SOLE   0 0 36,669
DOMA HOLDINGS INC *W EXP 07/28/202 25703A112 2 18,752 SH   SOLE   0 0 18,752
DOMINION ENERGY INC COM 25746U109 346 4,332 SH   SOLE   0 0 4,332
DUKE ENERGY CORP NEW COM NEW 26441C204 239 2,230 SH   SOLE   0 0 2,230
EVERGY INC COM 30034W106 309 4,729 SH   SOLE   0 0 4,729
EVERSOURCE ENERGY COM 30040W108 257 3,044 SH   SOLE   0 0 3,044
EXELON CORP COM 30161N101 1,013 22,347 SH   SOLE   0 0 22,347
EXXON MOBIL CORP COM 30231G102 358 4,182 SH   SOLE   0 0 4,182
META PLATFORMS INC CL A 30303M102 413 2,561 SH   SOLE   0 0 2,561
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 6,612 241,333 SH   SOLE   0 0 241,333
HASHICORP INC COM CL A 418100103 520 17,676 SH   SOLE   0 0 17,676
HOME DEPOT INC COM 437076102 287 1,048 SH   SOLE   0 0 1,048
HONEYWELL INTL INC COM 438516106 268 1,544 SH   SOLE   0 0 1,544
INVESCO QQQ TR UNIT SER 1 46090E103 1,191 4,249 SH   SOLE   0 0 4,249
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 547 4,077 SH   SOLE   0 0 4,077
ISHARES GOLD TR ISHARES NEW 464285204 414 12,078 SH   SOLE   0 0 12,078
ISHARES TR TIPS BD ETF 464287176 300 2,631 SH   SOLE   0 0 2,631
ISHARES TR CORE S&P500 ETF 464287200 2,138 5,638 SH   SOLE   0 0 5,638
ISHARES TR U.S. FIN SVC ETF 464287770 295 1,993 SH   SOLE   0 0 1,993
ISHARES TR CORE S&P SCP ETF 464287804 3,013 32,603 SH   SOLE   0 0 32,603
ISHARES TR SHRT NAT MUN ETF 464288158 267 2,547 SH   SOLE   0 0 2,547
ISHARES TR MRGSTR MD CP GRW 464288307 883 16,996 SH   SOLE   0 0 16,996
ISHARES TR MRGSTR MD CP VAL 464288406 2,942 49,067 SH   SOLE   0 0 49,067
ISHARES TR IBOXX HI YD ETF 464288513 237 3,222 SH   SOLE   0 0 3,222
ISHARES TR MRGSTR SM CP GR 464288604 1,075 29,995 SH   SOLE   0 0 29,995
ISHARES TR MRNING SM CP ETF 464288703 366 7,269 SH   SOLE   0 0 7,269
ISHARES TR CORE HIGH DV ETF 46429B663 589 5,865 SH   SOLE   0 0 5,865
ISHARES TR MSCI EAFE MIN VL 46429B689 592 9,355 SH   SOLE   0 0 9,355
ISHARES TR MSCI USA MIN VOL 46429B697 1,392 19,832 SH   SOLE   0 0 19,832
ISHARES TR CORE MSCI EAFE 46432F842 885 15,037 SH   SOLE   0 0 15,037
ISHARES INC CORE MSCI EMKT 46434G103 2,273 46,226 SH   SOLE   0 0 46,226
JPMORGAN CHASE & CO COM 46625H100 680 6,037 SH   SOLE   0 0 6,037
JOHNSON & JOHNSON COM 478160104 253 1,425 SH   SOLE   0 0 1,425
LILLY ELI & CO COM 532457108 381 1,174 SH   SOLE   0 0 1,174
LOWES COS INC COM 548661107 254 1,457 SH   SOLE   0 0 1,457
MASTERCARD INCORPORATED CL A 57636Q104 230 730 SH   SOLE   0 0 730
MCKESSON CORP COM 58155Q103 481 1,473 SH   SOLE   0 0 1,473
MERCK & CO INC COM 58933Y105 338 3,712 SH   SOLE   0 0 3,712
MICROSOFT CORP COM 594918104 936 3,644 SH   SOLE   0 0 3,644
NIKE INC CL B 654106103 272 2,664 SH   SOLE   0 0 2,664
PNC FINL SVCS GROUP INC COM 693475105 292 1,852 SH   SOLE   0 0 1,852
PEPSICO INC COM 713448108 717 4,299 SH   SOLE   0 0 4,299
PFIZER INC COM 717081103 323 6,162 SH   SOLE   0 0 6,162
PROCTER AND GAMBLE CO COM 742718109 342 2,378 SH   SOLE   0 0 2,378
PROLOGIS INC. COM 74340W103 318 2,702 SH   SOLE   0 0 2,702
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,429 3,788 SH   SOLE   0 0 3,788
SPDR SER TR NUVEEN BLOOMBERG 78464A284 239 4,660 SH   SOLE   0 0 4,660
SPDR SER TR PORTFOLIO SHORT 78464A474 606 20,397 SH   SOLE   0 0 20,397
SPDR SER TR S&P DIVID ETF 78464A763 857 7,220 SH   SOLE   0 0 7,220
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 2,827 67,896 SH   SOLE   0 0 67,896
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 290 702 SH   SOLE   0 0 702
SPDR SER TR NUVEEN BLMBRG SH 78468R739 202 4,265 SH   SOLE   0 0 4,265
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 232 5,244 SH   SOLE   0 0 5,244
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12,840 287,500 SH   SOLE   0 0 287,500
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 5,025 86,648 SH   SOLE   0 0 86,648
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6,158 98,617 SH   SOLE   0 0 98,617
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5,106 81,389 SH   SOLE   0 0 81,389
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 5,500 141,050 SH   SOLE   0 0 141,050
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5,608 177,471 SH   SOLE   0 0 177,471
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 213 4,445 SH   SOLE   0 0 4,445
SCHWAB STRATEGIC TR US REIT ETF 808524847 921 43,687 SH   SOLE   0 0 43,687
SCHWAB STRATEGIC TR SHT TM US TRES 808524862 718 14,592 SH   SOLE   0 0 14,592
SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 280 8,968 SH   SOLE   0 0 8,968
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1,113 8,757 SH   SOLE   0 0 8,757
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 288 4,101 SH   SOLE   0 0 4,101
SOUTHERN CO COM 842587107 322 4,511 SH   SOLE   0 0 4,511
TESLA INC COM 88160R101 453 672 SH   SOLE   0 0 672
UNITEDHEALTH GROUP INC COM 91324P102 529 1,029 SH   SOLE   0 0 1,029
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 438 3,056 SH   SOLE   0 0 3,056
VANGUARD WORLD FD MEGA GRWTH IND 921910816 21,525 117,956 SH   SOLE   0 0 117,956
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 39,038 405,022 SH   SOLE   0 0 405,022
VANGUARD WORLD FD MEGA CAP INDEX 921910873 14,554 110,418 SH   SOLE   0 0 110,418
VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 4,078 99,954 SH   SOLE   0 0 99,954
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 210 2,064 SH   SOLE   0 0 2,064
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1,198 23,901 SH   SOLE   0 0 23,901
VANGUARD WORLD FDS ENERGY ETF 92204A306 530 5,333 SH   SOLE   0 0 5,333
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 243 3,150 SH   SOLE   0 0 3,150
VANGUARD WORLD FDS INF TECH ETF 92204A702 278 852 SH   SOLE   0 0 852
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 217 2,106 SH   SOLE   0 0 2,106
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4,982 100,054 SH   SOLE   0 0 100,054
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,375 33,015 SH   SOLE   0 0 33,015
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 15,069 197,604 SH   SOLE   0 0 197,604
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,388 27,798 SH   SOLE   0 0 27,798
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,457 4,200 SH   SOLE   0 0 4,200
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2,222 17,159 SH   SOLE   0 0 17,159
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4,034 22,772 SH   SOLE   0 0 22,772
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2,527 27,739 SH   SOLE   0 0 27,739
VANGUARD INDEX FDS SML CP GRW ETF 922908595 3,184 16,159 SH   SOLE   0 0 16,159
VANGUARD INDEX FDS SM CP VAL ETF 922908611 2,554 17,000 SH   SOLE   0 0 17,000
VANGUARD INDEX FDS MID CAP ETF 922908629 6,220 31,578 SH   SOLE   0 0 31,578
VANGUARD INDEX FDS LARGE CAP ETF 922908637 3,422 19,852 SH   SOLE   0 0 19,852
VANGUARD INDEX FDS GROWTH ETF 922908736 10,135 45,470 SH   SOLE   0 0 45,470
VANGUARD INDEX FDS VALUE ETF 922908744 5,197 39,404 SH   SOLE   0 0 39,404
VANGUARD INDEX FDS SMALL CP ETF 922908751 6,224 35,343 SH   SOLE   0 0 35,343
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,060 10,919 SH   SOLE   0 0 10,919
VERIZON COMMUNICATIONS INC COM 92343V104 344 6,781 SH   SOLE   0 0 6,781
YUM BRANDS INC COM 988498101 258 2,275 SH   SOLE   0 0 2,275