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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGION PLC ORD SHS G0176J109   18,243 144 SH   SOLE 0 0 0 144
ALLEGION PLC ORD SHS G0176J109   199,157 1,572 SH   SOLE 0 0 0 1,572
ALPHABET INC CAP STK CL C 02079K107   1,143,619 8,115 SH   SOLE 0 0 0 8,115
ALPHABET INC CAP STK CL C 02079K107   10,993 78 SH   SOLE 0 0 0 78
ALPHABET INC CAP STK CL C 02079K107   600,926 4,264 SH   SOLE 0 0 0 4,264
ALPHABET INC CAP STK CL A 02079K305   287,203 2,056 SH   SOLE 0 0 0 2,056
ALPHABET INC CAP STK CL A 02079K305   31,710 227 SH   SOLE 0 0 0 227
ANALOG DEVICES INC COM 032654105   545,743 2,749 SH   SOLE 0 0 0 2,749
ANALOG DEVICES INC COM 032654105   5,560 28 SH   SOLE 0 0 0 28
ANALOG DEVICES INC COM 032654105   71,283 359 SH   SOLE 0 0 0 359
APPLE INC COM 037833100   743,249 3,860 SH   SOLE 0 0 0 3,860
BANK AMERICA CORP COM 060505104   277,882 8,253 SH   SOLE 0 0 0 8,253
BANK AMERICA CORP COM 060505104   2,862 85 SH   SOLE 0 0 0 85
BANK AMERICA CORP COM 060505104   37,037 1,100 SH   SOLE 0 0 0 1,100
BANK NEW YORK MELLON CORP COM 064058100   318,415 6,117 SH   SOLE 0 0 0 6,117
BANK NEW YORK MELLON CORP COM 064058100   2,863 55 SH   SOLE 0 0 0 55
BANK NEW YORK MELLON CORP COM 064058100   203,307 3,906 SH   SOLE 0 0 0 3,906
BECTON DICKINSON & CO COM 075887109   422,257 1,732 SH   SOLE 0 0 0 1,732
BECTON DICKINSON & CO COM 075887109   4,389 18 SH   SOLE 0 0 0 18
BECTON DICKINSON & CO COM 075887109   220,910 906 SH   SOLE 0 0 0 906
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,956,494 5,486 SH   SOLE 0 0 0 5,486
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   17,120 48 SH   SOLE 0 0 0 48
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   841,718 2,360 SH   SOLE 0 0 0 2,360
BLACKROCK ETF TRUST US CARBON TRANS 09290C509   159,218 3,042 SH   SOLE 0 0 0 3,042
BLACKROCK ETF TRUST US CARBON TRANS 09290C509   922,124 17,618 SH   SOLE 0 0 0 17,618
BOOKING HOLDINGS INC COM 09857L108   617,216 174 SH   SOLE 0 0 0 174
BOOKING HOLDINGS INC COM 09857L108   7,094 2 SH   SOLE 0 0 0 2
BOOKING HOLDINGS INC COM 09857L108   595,933 168 SH   SOLE 0 0 0 168
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   16,666 81 SH   SOLE 0 0 0 81
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   316,855 1,540 SH   SOLE 0 0 0 1,540
CARMAX INC COM 143130102   424,971 5,538 SH   SOLE 0 0 0 5,538
CARMAX INC COM 143130102   3,300 43 SH   SOLE 0 0 0 43
CARMAX INC COM 143130102   284,705 3,710 SH   SOLE 0 0 0 3,710
CHARLES RIV LABS INTL INC COM 159864107   16,784 71 SH   SOLE 0 0 0 71
CHARLES RIV LABS INTL INC COM 159864107   187,229 792 SH   SOLE 0 0 0 792
CHEVRON CORP NEW COM 166764100   261,352 1,752 SH   SOLE 0 0 0 1,752
CHEVRON CORP NEW COM 166764100   2,536 17 SH   SOLE 0 0 0 17
CHEVRON CORP NEW COM 166764100   35,500 238 SH   SOLE 0 0 0 238
COMCAST CORP NEW CL A 20030N101   584,964 13,340 SH   SOLE 0 0 0 13,340
COMCAST CORP NEW CL A 20030N101   6,095 139 SH   SOLE 0 0 0 139
COMCAST CORP NEW CL A 20030N101   304,889 6,953 SH   SOLE 0 0 0 6,953
CONOCOPHILLIPS COM 20825C104   328,965 2,834 SH   SOLE 0 0 0 2,834
CONOCOPHILLIPS COM 20825C104   3,366 29 SH   SOLE 0 0 0 29
CONOCOPHILLIPS COM 20825C104   45,035 388 SH   SOLE 0 0 0 388
CVS HEALTH CORP COM 126650100   40,428 512 SH   SOLE 0 0 0 512
CVS HEALTH CORP COM 126650100   252,672 3,200 SH   SOLE 0 0 0 3,200
DIAMONDBACK ENERGY INC COM 25278X109   8,684 56 SH   SOLE 0 0 0 56
DIAMONDBACK ENERGY INC COM 25278X109   200,363 1,292 SH   SOLE 0 0 0 1,292
EBAY INC. COM 278642103   353,583 8,106 SH   SOLE 0 0 0 8,106
EBAY INC. COM 278642103   3,228 74 SH   SOLE 0 0 0 74
EBAY INC. COM 278642103   267,740 6,138 SH   SOLE 0 0 0 6,138
ELEVANCE HEALTH INC COM 036752103   461,733 979 SH   SOLE 0 0 0 979
ELEVANCE HEALTH INC COM 036752103   4,244 9 SH   SOLE 0 0 0 9
ELEVANCE HEALTH INC COM 036752103   68,848 146 SH   SOLE 0 0 0 146
ENBRIDGE INC COM 29250N105   4,178 116 SH   SOLE 0 0 0 116
ENBRIDGE INC COM 29250N105   197,642 5,487 SH   SOLE 0 0 0 5,487
ESAB CORPORATION COM 29605J106   144,799 1,672 SH   SOLE 0 0 0 1,672
ESAB CORPORATION COM 29605J106   65,658 758 SH   SOLE 0 0 0 758
EXXON MOBIL CORP COM 30231G102   201,193 2,012 SH   SOLE 0 0 0 2,012
EXXON MOBIL CORP COM 30231G102   1,700 17 SH   SOLE 0 0 0 17
EXXON MOBIL CORP COM 30231G102   43,491 435 SH   SOLE 0 0 0 435
FAIR ISAAC CORP COM 303250104   150,157 129 SH   SOLE 0 0 0 129
FAIR ISAAC CORP COM 303250104   61,693 53 SH   SOLE 0 0 0 53
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805   67,978 1,524 SH   SOLE 0 0 0 1,524
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805   166,823 3,740 SH   SOLE 0 0 0 3,740
FISERV INC COM 337738108   35,335 266 SH   SOLE 0 0 0 266
FISERV INC COM 337738108   222,507 1,675 SH   SOLE 0 0 0 1,675
GENERAL DYNAMICS CORP COM 369550108   440,873 1,698 SH   SOLE 0 0 0 1,698
GENERAL DYNAMICS CORP COM 369550108   4,934 19 SH   SOLE 0 0 0 19
GENERAL DYNAMICS CORP COM 369550108   59,984 231 SH   SOLE 0 0 0 231
HANESBRANDS INC COM 410345102   3,439 771 SH   SOLE 0 0 0 771
HANESBRANDS INC COM 410345102   71,017 15,923 SH   SOLE 0 0 0 15,923
INGREDION INC COM 457187102   21,055 194 SH   SOLE 0 0 0 194
INGREDION INC COM 457187102   330,040 3,041 SH   SOLE 0 0 0 3,041
INTEL CORP COM 458140100   586,166 11,665 SH   SOLE 0 0 0 11,665
INVESCO QQQ TR UNIT SER 1 46090E103   440,644 1,076 SH   SOLE 0 0 0 1,076
ISHARES INC CORE MSCI EMKT 46434G103   2,421,885 47,882 SH   SOLE 0 210 0 47,672
ISHARES INC CORE MSCI EMKT 46434G103   2,906,074 57,455 SH   SOLE 0 0 0 57,455
ISHARES INC ESG AWR MSCI EM 46434G863   23,917 746 SH   SOLE 0 0 0 746
ISHARES INC ESG AWR MSCI EM 46434G863   273,159 8,520 SH   SOLE 0 0 0 8,520
ISHARES INC MSCI EMRG CHN 46434G764   1,089,889 19,670 SH   SOLE 0 83 0 19,587
ISHARES INC MSCI EMRG CHN 46434G764   1,286,434 23,217 SH   SOLE 0 0 0 23,217
ISHARES TR ESG AWR MSCI USA 46435G425   2,457,742 23,425 SH   SOLE 0 129 0 23,296
ISHARES TR ESG AWR MSCI USA 46435G425   4,492,311 42,817 SH   SOLE 0 0 0 42,817
ISHARES TR ESG AWRE USD ETF 46435G193   107,740 4,630 SH   SOLE 0 0 0 4,630
ISHARES TR ESG AWRE USD ETF 46435G193   354,612 15,239 SH   SOLE 0 0 0 15,239
ISHARES TR US INFRASTRUC 46435U713   874,696 21,721 SH   SOLE 0 58 0 21,663
ISHARES TR US INFRASTRUC 46435U713   940,100 23,345 SH   SOLE 0 0 0 23,345
ISHARES TR ESG AWR US AGRGT 46435U549   126,845 2,657 SH   SOLE 0 0 0 2,657
ISHARES TR ESG AWR US AGRGT 46435U549   159,690 3,345 SH   SOLE 0 0 0 3,345
ISHARES TR ESG MSCI USA ETF 46436E767   89,555 2,249 SH   SOLE 0 0 0 2,249
ISHARES TR ESG MSCI USA ETF 46436E767   543,615 13,652 SH   SOLE 0 0 0 13,652
ISHARES TR ESG EAFE ETF 46436E759   50,657 793 SH   SOLE 0 0 0 793
ISHARES TR ESG EAFE ETF 46436E759   309,135 4,839 SH   SOLE 0 0 0 4,839
ISHARES TR CORE TOTAL USD 46434V613   9,917,552 215,271 SH   SOLE 0 457 0 214,814
ISHARES TR CORE TOTAL USD 46434V613   7,826,255 169,877 SH   SOLE 0 0 0 169,877
ISHARES TR MSCI USA QLT FCT 46432F339   7,052,279 47,929 SH   SOLE 0 184 0 47,745
ISHARES TR MSCI USA QLT FCT 46432F339   7,980,921 54,240 SH   SOLE 0 0 0 54,240
ISHARES TR TRS FLT RT BD 46434V860   3,014,702 59,733 SH   SOLE 0 175 0 59,558
ISHARES TR TRS FLT RT BD 46434V860   2,521,878 49,968 SH   SOLE 0 0 0 49,968
ISHARES TR MSCI KLD400 SOC 464288570   117,272 1,288 SH   SOLE 0 0 0 1,288
ISHARES TR MSCI KLD400 SOC 464288570   620,455 6,814 SH   SOLE 0 0 0 6,814
ISHARES TR MBS ETF 464288588   3,263,103 34,684 SH   SOLE 0 64 0 34,620
ISHARES TR MBS ETF 464288588   2,456,366 26,109 SH   SOLE 0 0 0 26,109
ISHARES TR JPMORGAN USD EMG 464288281   410,923 4,614 SH   SOLE 0 0 0 4,614
ISHARES TR JPMORGAN USD EMG 464288281   247,765 2,782 SH   SOLE 0 0 0 2,782
ISHARES TR MSCI USA MIN VOL 46429B697   700,680 8,980 SH   SOLE 0 57 0 8,923
ISHARES TR MSCI USA MIN VOL 46429B697   1,096,576 14,053 SH   SOLE 0 0 0 14,053
ISHARES TR US TREAS BD ETF 46429B267   140,982 6,119 SH   SOLE 0 0 0 6,119
ISHARES TR US TREAS BD ETF 46429B267   374,285 16,245 SH   SOLE 0 0 0 16,245
ISHARES TR TIPS BD ETF 464287176   578,619 5,383 SH   SOLE 0 0 0 5,383
ISHARES TR TIPS BD ETF 464287176   868,627 8,081 SH   SOLE 0 0 0 8,081
ISHARES TR EAFE VALUE ETF 464288877   6,050,612 116,135 SH   SOLE 0 460 0 115,675
ISHARES TR EAFE VALUE ETF 464288877   7,013,496 134,616 SH   SOLE 0 0 0 134,616
ISHARES TR EAFE VALUE ETF 464288877   3,803 73 SH   SOLE 0 0 0 73
ISHARES TR EAFE GRWTH ETF 464288885   3,645,179 37,637 SH   SOLE 0 142 0 37,495
ISHARES TR EAFE GRWTH ETF 464288885   4,239,550 43,774 SH   SOLE 0 0 0 43,774
ISHARES TR S&P 100 ETF 464287101   2,500,358 11,193 SH   SOLE 0 40 0 11,153
ISHARES TR S&P 100 ETF 464287101   2,823,683 12,640 SH   SOLE 0 0 0 12,640
ISHARES TR CORE S&P500 ETF 464287200   31,197,432 65,317 SH   SOLE 0 243 0 65,074
ISHARES TR CORE S&P500 ETF 464287200   34,317,524 71,850 SH   SOLE 0 0 0 71,850
ISHARES TR S&P 500 GRWT ETF 464287309   1,961,545 26,119 SH   SOLE 0 100 0 26,019
ISHARES TR S&P 500 GRWT ETF 464287309   2,193,663 29,210 SH   SOLE 0 0 0 29,210
ISHARES TR GLOBAL ENERG ETF 464287341   776,411 19,852 SH   SOLE 0 77 0 19,775
ISHARES TR GLOBAL ENERG ETF 464287341   804,132 20,561 SH   SOLE 0 0 0 20,561
ISHARES TR U.S. TECH ETF 464287721   2,869,314 23,375 SH   SOLE 0 86 0 23,289
ISHARES TR U.S. TECH ETF 464287721   3,144,884 25,620 SH   SOLE 0 0 0 25,620
ISHARES TR 20 YR TR BD ETF 464287432   2,545,911 25,747 SH   SOLE 0 77 0 25,670
ISHARES TR 20 YR TR BD ETF 464287432   2,174,396 21,990 SH   SOLE 0 0 0 21,990
ISHARES TR IBOXX INV CP ETF 464287242   1,870,261 16,901 SH   SOLE 0 41 0 16,860
ISHARES TR IBOXX INV CP ETF 464287242   1,570,681 14,194 SH   SOLE 0 0 0 14,194
JPMORGAN CHASE & CO COM 46625H100   992,489 5,835 SH   SOLE 0 0 0 5,835
JPMORGAN CHASE & CO COM 46625H100   5,783 34 SH   SOLE 0 0 0 34
JPMORGAN CHASE & CO COM 46625H100   311,623 1,832 SH   SOLE 0 0 0 1,832
LOCKHEED MARTIN CORP COM 539830109   132,531 292 SH   SOLE 0 0 0 292
LOCKHEED MARTIN CORP COM 539830109   1,360 3 SH   SOLE 0 0 0 3
LOCKHEED MARTIN CORP COM 539830109   176,764 390 SH   SOLE 0 0 0 390
MCKESSON CORP COM 58155Q103   459,430 992 SH   SOLE 0 0 0 992
MCKESSON CORP COM 58155Q103   51,854 112 SH   SOLE 0 0 0 112
MCKESSON CORP COM 58155Q103   40,742 88 SH   SOLE 0 0 0 88
META PLATFORMS INC CL A 30303M102   922,349 2,606 SH   SOLE 0 0 0 2,606
META PLATFORMS INC CL A 30303M102   8,495 24 SH   SOLE 0 0 0 24
META PLATFORMS INC CL A 30303M102   662,613 1,872 SH   SOLE 0 0 0 1,872
MICROSOFT CORP COM 594918104   718,433 1,911 SH   SOLE 0 0 0 1,911
MICROSOFT CORP COM 594918104   6,017 16 SH   SOLE 0 0 0 16
MICROSOFT CORP COM 594918104   102,283 272 SH   SOLE 0 0 0 272
NOVARTIS AG SPONSORED ADR 66987V109   546,628 5,414 SH   SOLE 0 0 0 5,414
NOVARTIS AG SPONSORED ADR 66987V109   5,553 55 SH   SOLE 0 0 0 55
NOVARTIS AG SPONSORED ADR 66987V109   64,015 634 SH   SOLE 0 0 0 634
OMNICOM GROUP INC COM 681919106   250,936 2,901 SH   SOLE 0 0 0 2,901
OMNICOM GROUP INC COM 681919106   22,060 255 SH   SOLE 0 0 0 255
OMNICOM GROUP INC COM 681919106   28,289 327 SH   SOLE 0 0 0 327
ORACLE CORP COM 68389X105   934,934 8,868 SH   SOLE 0 0 0 8,868
ORACLE CORP COM 68389X105   10,648 101 SH   SOLE 0 0 0 101
ORACLE CORP COM 68389X105   113,337 1,075 SH   SOLE 0 0 0 1,075
PHILIP MORRIS INTL INC COM 718172109   702,928 7,472 SH   SOLE 0 0 0 7,472
PHILIP MORRIS INTL INC COM 718172109   7,809 83 SH   SOLE 0 0 0 83
PHILIP MORRIS INTL INC COM 718172109   93,798 997 SH   SOLE 0 0 0 997
QUALCOMM INC COM 747525103   60,166 416 SH   SOLE 0 0 0 416
QUALCOMM INC COM 747525103   232,999 1,611 SH   SOLE 0 0 0 1,611
RTX CORPORATION COM 75513E101   127,804 1,519 SH   SOLE 0 0 0 1,519
RTX CORPORATION COM 75513E101   1,178 14 SH   SOLE 0 0 0 14
RTX CORPORATION COM 75513E101   93,564 1,112 SH   SOLE 0 0 0 1,112
SANOFI SPONSORED ADR 80105N105   408,704 8,218 SH   SOLE 0 0 0 8,218
SANOFI SPONSORED ADR 80105N105   4,476 90 SH   SOLE 0 0 0 90
SANOFI SPONSORED ADR 80105N105   175,199 3,523 SH   SOLE 0 0 0 3,523
SCHWAB CHARLES CORP COM 808513105   671,183 9,756 SH   SOLE 0 0 0 9,756
SCHWAB CHARLES CORP COM 808513105   6,192 90 SH   SOLE 0 0 0 90
SCHWAB CHARLES CORP COM 808513105   98,866 1,437 SH   SOLE 0 0 0 1,437
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   358,590 1,863 SH   SOLE 0 0 0 1,863
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   25,321 132 SH   SOLE 0 0 0 132
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   201,979 1,481 SH   SOLE 0 0 0 1,481
SPDR S&P 500 ETF TR TR UNIT 78462F103   313,978 661 SH   SOLE 0 0 0 661
SPDR S&P 500 ETF TR TR UNIT 78462F103   132,611 279 SH   SOLE 0 0 0 279
THE CIGNA GROUP COM 125523100   263,516 880 SH   SOLE 0 0 0 880
UNILEVER PLC SPON ADR NEW 904767704   420,240 8,668 SH   SOLE 0 0 0 8,668
UNILEVER PLC SPON ADR NEW 904767704   4,266 88 SH   SOLE 0 0 0 88
UNILEVER PLC SPON ADR NEW 904767704   54,201 1,118 SH   SOLE 0 0 0 1,118
VANGUARD INDEX FDS TOTAL STK MKT 922908769   272,599 1,149 SH   SOLE 0 0 0 1,149
VANGUARD INDEX FDS TOTAL STK MKT 922908769   562,494 2,371 SH   SOLE 0 0 0 2,371
VANGUARD INDEX FDS TOTAL STK MKT 922908769   87,534 369 SH   SOLE 0 0 0 369
VANGUARD INDEX FDS SMALL CP ETF 922908751   516,045 2,419 SH   SOLE 0 0 0 2,419
VISA INC COM CL A 92826C839   568,357 2,183 SH   SOLE 0 0 0 2,183
VISA INC COM CL A 92826C839   4,947 19 SH   SOLE 0 0 0 19
VISA INC COM CL A 92826C839   80,709 310 SH   SOLE 0 0 0 310
WELLS FARGO CO NEW COM 949746101   423,195 8,598 SH   SOLE 0 0 0 8,598
WELLS FARGO CO NEW COM 949746101   3,888 79 SH   SOLE 0 0 0 79
WELLS FARGO CO NEW COM 949746101   365,803 7,432 SH   SOLE 0 0 0 7,432
WYNDHAM HOTELS & RESORTS INC COM 98311A105   10,695 133 SH   SOLE 0 0 0 133
WYNDHAM HOTELS & RESORTS INC COM 98311A105   240,989 2,997 SH   SOLE 0 0 0 2,997