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
ADOBE SYSTEMS INCORPORATED COM 00724F101 373 658 SH   SOLE   0 0 658
ALPHABET INC CAP STK CL A 02079K305 2,969 1,025 SH   SOLE   0 0 1,025
ALPHABET INC CAP STK CL C 02079K107 1,039 359 SH   SOLE   0 0 359
AMAZON COM INC COM 023135106 3,019 906 SH   SOLE   0 0 906
AMERICAN WTR WKS CO INC NEW COM 030420103 405 2,146 SH   SOLE   0 0 2,146
APPLE INC COM 037833100 12,294 69,235 SH   SOLE   0 0 69,235
AT&T INC COM 00206R102 602 24,474 SH   SOLE   0 0 24,474
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,161 7,227 SH   SOLE   0 0 7,227
BK OF AMERICA CORP COM 060505104 224 5,034 SH   SOLE   0 0 5,034
BLACKSTONE INC COM 09260D107 201 1,556 SH   SOLE   0 0 1,556
BOEING CO COM 097023105 280 1,388 SH   SOLE   0 0 1,388
BROADCOM INC COM 11135F101 488 734 SH   SOLE   0 0 734
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 361 1,975 SH   SOLE   0 0 1,975
BROWN & BROWN INC COM 115236101 443 6,306 SH   SOLE   0 0 6,306
CHARTER COMMUNICATIONS INC N CL A 16119P108 234 359 SH   SOLE   0 0 359
CHEVRON CORP NEW COM 166764100 337 2,871 SH   SOLE   0 0 2,871
CISCO SYS INC COM 17275R102 474 7,479 SH   SOLE   0 0 7,479
COLGATE PALMOLIVE CO COM 194162103 286 3,357 SH   SOLE   0 0 3,357
COSTCO WHSL CORP NEW COM 22160K105 1,205 2,122 SH   SOLE   0 0 2,122
DANAHER CORPORATION COM 235851102 536 1,629 SH   SOLE   0 0 1,629
DEERE & CO COM 244199105 203 592 SH   SOLE   0 0 592
DISNEY WALT CO COM 254687106 3,433 22,164 SH   SOLE   0 0 22,164
DOUBLEVERIFY HLDGS INC COM 25862V105 944 28,370 SH   SOLE   0 0 28,370
DUKE REALTY CORP COM NEW 264411505 457 6,961 SH   SOLE   0 0 6,961
EQUIFAX INC COM 294429105 205 699 SH   SOLE   0 0 699
EXXON MOBIL CORP COM 30231G102 203 3,325 SH   SOLE   0 0 3,325
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 552 4,073 SH   SOLE   0 0 4,073
GOLDMAN SACHS GROUP INC COM 38141G104 307 802 SH   SOLE   0 0 802
HERSHEY CO COM 427866108 415 2,144 SH   SOLE   0 0 2,144
HOME DEPOT INC COM 437076102 1,293 3,117 SH   SOLE   0 0 3,117
INTEL CORP COM 458140100 270 5,248 SH   SOLE   0 0 5,248
INTERCONTINENTAL EXCHANGE IN COM 45866F104 414 3,026 SH   SOLE   0 0 3,026
INTUIT COM 461202103 434 675 SH   SOLE   0 0 675
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 181 12,050 SH   SOLE   0 0 12,050
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 389 2,389 SH   SOLE   0 0 2,389
INVESCO QQQ TR UNIT SER 1 46090E103 8,085 20,321 SH   SOLE   0 0 20,321
ISHARES INC CORE MSCI EMKT 46434G103 229 3,822 SH   SOLE   0 0 3,822
ISHARES TR CORE MSCI TOTAL 46432F834 276 3,896 SH   SOLE   0 0 3,896
ISHARES TR RUS TP200 GR ETF 464289438 434 2,501 SH   SOLE   0 0 2,501
ISHARES TR 0-5 YR TIPS ETF 46429B747 12,307 116,232 SH   SOLE   0 0 116,232
ISHARES TR CHINA LG-CAP ETF 464287184 307 8,399 SH   SOLE   0 0 8,399
ISHARES TR EAFE GRWTH ETF 464288885 1,790 16,232 SH   SOLE   0 0 16,232
ISHARES TR ISHS 1-5YR INVS 464288646 216 4,000 SH   SOLE   0 0 4,000
ISHARES TR CORE S&P TTL STK 464287150 1,481 13,845 SH   SOLE   0 0 13,845
ISHARES TR RUS 2000 GRW ETF 464287648 1,290 4,401 SH   SOLE   0 0 4,401
ISHARES TR CORE S&P MCP ETF 464287507 1,182 4,175 SH   SOLE   0 0 4,175
ISHARES TR CORE S&P SCP ETF 464287804 1,788 15,613 SH   SOLE   0 0 15,613
ISHARES TR S&P SML 600 GWT 464287887 552 3,980 SH   SOLE   0 0 3,980
ISHARES TR S&P 500 VAL ETF 464287408 648 4,138 SH   SOLE   0 0 4,138
ISHARES TR CORE S&P500 ETF 464287200 46,957 98,444 SH   SOLE   0 0 98,444
ISHARES TR S&P 500 GRWT ETF 464287309 322 3,847 SH   SOLE   0 0 3,847
ISHARES TR RUS 1000 VAL ETF 464287598 879 5,232 SH   SOLE   0 0 5,232
ISHARES TR RUS 1000 GRW ETF 464287614 4,841 15,843 SH   SOLE   0 0 15,843
ISHARES TR RUSSELL 2000 ETF 464287655 17,539 78,844 SH   SOLE   0 0 78,844
ISHARES TR U.S. REAL ES ETF 464287739 216 1,856 SH   SOLE   0 0 1,856
ISHARES TR RUS MID CAP ETF 464287499 29,087 350,399 SH   SOLE   0 0 350,399
ISHARES TR MSCI EAFE ETF 464287465 1,500 19,064 SH   SOLE   0 0 19,064
ISHARES TR MSCI EMG MKT ETF 464287234 1,682 34,431 SH   SOLE   0 0 34,431
ISHARES TR CORE US AGGBD ET 464287226 1,014 8,888 SH   SOLE   0 0 8,888
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 706 13,978 SH   SOLE   0 0 13,978
J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 3,040 59,531 SH   SOLE   0 0 59,531
J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 267 4,230 SH   SOLE   0 0 4,230
JOHNSON & JOHNSON COM 478160104 902 5,275 SH   SOLE   0 0 5,275
JPMORGAN CHASE & CO COM 46625H100 1,565 9,884 SH   SOLE   0 0 9,884
KEYSIGHT TECHNOLOGIES INC COM 49338L103 324 1,567 SH   SOLE   0 0 1,567
LAM RESEARCH CORP COM 512807108 214 298 SH   SOLE   0 0 298
LILLY ELI & CO COM 532457108 792 2,866 SH   SOLE   0 0 2,866
MARTIN MARIETTA MATLS INC COM 573284106 426 967 SH   SOLE   0 0 967
MASIMO CORP COM 574795100 372 1,272 SH   SOLE   0 0 1,272
MCDONALDS CORP COM 580135101 545 2,032 SH   SOLE   0 0 2,032
MERCK & CO INC COM 58933Y105 328 4,281 SH   SOLE   0 0 4,281
META PLATFORMS INC CL A 30303M102 613 1,823 SH   SOLE   0 0 1,823
MICRON TECHNOLOGY INC COM 595112103 332 3,562 SH   SOLE   0 0 3,562
MICROSOFT CORP COM 594918104 4,853 14,430 SH   SOLE   0 0 14,430
MOTOROLA SOLUTIONS INC COM NEW 620076307 483 1,778 SH   SOLE   0 0 1,778
MSCI INC COM 55354G100 854 1,393 SH   SOLE   0 0 1,393
NANTHEALTH INC COM 630104107 11 10,000 SH   SOLE   0 0 10,000
NETFLIX INC COM 64110L106 527 874 SH   SOLE   0 0 874
NEXTERA ENERGY INC COM 65339F101 511 5,470 SH   SOLE   0 0 5,470
NIKE INC CL B 654106103 400 2,397 SH   SOLE   0 0 2,397
NUTANIX INC CL A 67059N108 895 28,089 SH   SOLE   0 0 28,089
NVIDIA CORPORATION COM 67066G104 261 886 SH   SOLE   0 0 886
ORACLE CORP COM 68389X105 230 2,638 SH   SOLE   0 0 2,638
PAYCHEX INC COM 704326107 484 3,547 SH   SOLE   0 0 3,547
PEPSICO INC COM 713448108 321 1,846 SH   SOLE   0 0 1,846
PFIZER INC COM 717081103 835 14,133 SH   SOLE   0 0 14,133
PIMCO CALIF MUN INCOME FD II COM 72200M108 168 18,000 SH   SOLE   0 0 18,000
PIMCO ETF TR INTER MUN BD ACT 72201R866 225 4,000 SH   SOLE   0 0 4,000
PROCTER AND GAMBLE CO COM 742718109 1,484 9,075 SH   SOLE   0 0 9,075
RAYTHEON TECHNOLOGIES CORP COM 75513E101 233 2,705 SH   SOLE   0 0 2,705
REPUBLIC SVCS INC COM 760759100 427 3,065 SH   SOLE   0 0 3,065
SALESFORCE COM INC COM 79466L302 284 1,117 SH   SOLE   0 0 1,117
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 332 4,277 SH   SOLE   0 0 4,277
SELECT SECTOR SPDR TR ENERGY 81369Y506 539 9,712 SH   SOLE   0 0 9,712
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 405 10,378 SH   SOLE   0 0 10,378
SIRIUS XM HOLDINGS INC COM 82968B103 95 15,000 SH   SOLE   0 0 15,000
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,883 3,964 SH   SOLE   0 0 3,964
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 336 650 SH   SOLE   0 0 650
STARBUCKS CORP COM 855244109 249 2,129 SH   SOLE   0 0 2,129
TARGET CORP COM 87612E106 296 1,278 SH   SOLE   0 0 1,278
TESLA INC COM 88160R101 322 305 SH   SOLE   0 0 305
THERMO FISHER SCIENTIFIC INC COM 883556102 465 697 SH   SOLE   0 0 697
UNITEDHEALTH GROUP INC COM 91324P102 924 1,841 SH   SOLE   0 0 1,841
VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 208 4,050 SH   SOLE   0 0 4,050
VANGUARD INDEX FDS TOTAL STK MKT 922908769 238 984 SH   SOLE   0 0 984
VANGUARD INDEX FDS VALUE ETF 922908744 207 1,407 SH   SOLE   0 0 1,407
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 456 2,656 SH   SOLE   0 0 2,656
VANGUARD WORLD FDS INF TECH ETF 92204A702 227 495 SH   SOLE   0 0 495
VERISK ANALYTICS INC COM 92345Y106 413 1,804 SH   SOLE   0 0 1,804
VERIZON COMMUNICATIONS INC COM 92343V104 269 5,171 SH   SOLE   0 0 5,171
VISA INC COM CL A 92826C839 788 3,637 SH   SOLE   0 0 3,637
WP CAREY INC COM 92936U109 205 2,498 SH   SOLE   0 0 2,498
ZOETIS INC CL A 98978V103 518 2,123 SH   SOLE   0 0 2,123