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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   510,741 4,652 SH   SOLE 0 0 0 4,652
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   538,643 2,019 SH   SOLE 0 0 0 2,019
ALPHABET INC CAP STK CL A 02079K305   710,516 8,053 SH   SOLE 0 0 0 8,053
ALPHABET INC CAP STK CL C 02079K107   232,739 2,623 SH   SOLE 0 0 0 2,623
AMAZON COM INC COM 023135106   648,228 7,717 SH   SOLE 0 0 0 7,717
AMERISOURCEBERGEN CORP COM 03073E105   464,462 2,803 SH   SOLE 0 0 0 2,803
ANALOG DEVICES INC COM 032654105   282,952 1,725 SH   SOLE 0 0 0 1,725
AON PLC SHS CL A G0403H108   230,207 767 SH   SOLE 0 0 0 767
APPLE INC COM 037833100   1,238,342 9,531 SH   SOLE 0 0 0 9,531
ARCHER DANIELS MIDLAND CO COM 039483102   486,607 5,241 SH   SOLE 0 0 0 5,241
AUTOMATIC DATA PROCESSING IN COM 053015103   965,950 4,044 SH   SOLE 0 0 0 4,044
AVERY DENNISON CORP COM 053611109   418,662 2,313 SH   SOLE 0 0 0 2,313
BILL COM HLDGS INC COM 090043100   471,906 4,331 SH   SOLE 0 0 0 4,331
COSTCO WHSL CORP NEW COM 22160K105   240,335 526 SH   SOLE 0 0 0 526
CVS HEALTH CORP COM 126650100   468,150 5,024 SH   SOLE 0 0 0 5,024
DANAHER CORPORATION COM 235851102   368,435 1,388 SH   SOLE 0 0 0 1,388
DEERE & CO COM 244199105   270,976 632 SH   SOLE 0 0 0 632
GALLAGHER ARTHUR J & CO COM 363576109   462,178 2,451 SH   SOLE 0 0 0 2,451
GARMIN LTD SHS H2906T109   402,281 4,359 SH   SOLE 0 0 0 4,359
HOME DEPOT INC COM 437076102   614,768 1,946 SH   SOLE 0 0 0 1,946
HONEYWELL INTL INC COM 438516106   332,165 1,550 SH   SOLE 0 0 0 1,550
HOULIHAN LOKEY INC CL A 441593100   390,690 4,482 SH   SOLE 0 0 0 4,482
INSPERITY INC COM 45778Q107   675,238 5,944 SH   SOLE 0 0 0 5,944
INTUITIVE SURGICAL INC COM NEW 46120E602   257,124 969 SH   SOLE 0 0 0 969
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297   2,952,918 128,332 SH   SOLE 0 0 0 128,332
ISHARES TR CORE S&P US VLU 464287663   293,115 4,150 SH   SOLE 0 0 0 4,150
ISHARES TR US TREAS BD ETF 46429B267   1,983,370 87,296 SH   SOLE 0 0 0 87,296
ISHARES TR MSCI USA VALUE 46432F388   555,800 6,098 SH   SOLE 0 0 0 6,098
ISHARES TR U.S. ENERGY ETF 464287796   742,557 15,972 SH   SOLE 0 0 0 15,972
ISHARES TR TIPS BD ETF 464287176   368,725 3,464 SH   SOLE 0 0 0 3,464
ISHARES TR NATIONAL MUN ETF 464288414   3,234,761 30,655 SH   SOLE 0 0 0 30,655
ISHARES TR 0-5 YR TIPS ETF 46429B747   297,570 3,069 SH   SOLE 0 0 0 3,069
ISHARES TR MSCI USA MIN VOL 46429B697   1,302,038 18,059 SH   SOLE 0 0 0 18,059
ISHARES TR GLOBAL TECH ETF 464287291   237,018 5,287 SH   SOLE 0 0 0 5,287
ISHARES TR US INFRASTRUC 46435U713   419,785 11,577 SH   SOLE 0 0 0 11,577
ISHARES TR EAFE VALUE ETF 464288877   3,849,375 83,901 SH   SOLE 0 0 0 83,901
ISHARES TR FALN ANGLS USD 46435G474   544,598 22,129 SH   SOLE 0 0 0 22,129
ISHARES TR ESG AWR MSCI USA 46435G425   10,171,004 120,012 SH   SOLE 0 0 0 120,012
ISHARES TR RUS 1000 GRW ETF 464287614   1,785,048 8,332 SH   SOLE 0 0 0 8,332
ISHARES TR RUS 1000 VAL ETF 464287598   1,601,272 10,559 SH   SOLE 0 0 0 10,559
ISHARES U S ETF TR BLOOMBERG ROLL 46431W598   484,134 8,882 SH   SOLE 0 0 0 8,882
JOHNSON & JOHNSON COM 478160104   345,174 1,954 SH   SOLE 0 0 0 1,954
JPMORGAN CHASE & CO COM 46625H100   800,285 5,968 SH   SOLE 0 0 0 5,968
META PLATFORMS INC CL A 30303M102   245,494 2,040 SH   SOLE 0 0 0 2,040
MICROSOFT CORP COM 594918104   1,293,350 5,393 SH   SOLE 0 0 0 5,393
MORGAN STANLEY COM NEW 617446448   518,804 6,102 SH   SOLE 0 0 0 6,102
NEXTERA ENERGY INC COM 65339F101   501,901 6,004 SH   SOLE 0 0 0 6,004
NVIDIA CORPORATION COM 67066G104   301,779 2,065 SH   SOLE 0 0 0 2,065
PAYCHEX INC COM 704326107   422,665 3,658 SH   SOLE 0 0 0 3,658
PHILLIPS 66 COM 718546104   358,043 3,440 SH   SOLE 0 0 0 3,440
PNC FINL SVCS GROUP INC COM 693475105   481,207 3,047 SH   SOLE 0 0 0 3,047
PROCTER AND GAMBLE CO COM 742718109   559,868 3,694 SH   SOLE 0 0 0 3,694
PROLOGIS INC. COM 74340W103   430,916 3,823 SH   SOLE 0 0 0 3,823
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   3,361,404 44,498 SH   SOLE 0 0 0 44,498
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   695,960 5,123 SH   SOLE 0 0 0 5,123
SPDR SER TR BLOOMBERG SHT TE 78468R408   542,056 22,362 SH   SOLE 0 0 0 22,362
SPDR SER TR NUVEEN BLMBRG SH 78468R739   1,918,694 40,841 SH   SOLE 0 0 0 40,841
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   306,745 4,118 SH   SOLE 0 0 0 4,118
TARGET CORP COM 87612E106   524,851 3,522 SH   SOLE 0 0 0 3,522
TE CONNECTIVITY LTD SHS H84989104   350,283 3,051 SH   SOLE 0 0 0 3,051
THERMO FISHER SCIENTIFIC INC COM 883556102   302,351 549 SH   SOLE 0 0 0 549
UNION PAC CORP COM 907818108   625,253 3,020 SH   SOLE 0 0 0 3,020
UNITED PARCEL SERVICE INC CL B 911312106   412,320 2,372 SH   SOLE 0 0 0 2,372
UNITEDHEALTH GROUP INC COM 91324P102   655,384 1,236 SH   SOLE 0 0 0 1,236
VANGUARD INDEX FDS SMALL CP ETF 922908751   247,779 1,350 SH   SOLE 0 0 0 1,350
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   14,338,316 40,810 SH   SOLE 0 0 0 40,810
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   533,256 4,014 SH   SOLE 0 0 0 4,014
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,706,715 20,692 SH   SOLE 0 0 0 20,692
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   931,589 23,899 SH   SOLE 0 0 0 23,899
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   205,440 3,513 SH   SOLE 0 0 0 3,513
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,204,778 26,467 SH   SOLE 0 0 0 26,467
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,077,784 25,680 SH   SOLE 0 0 0 25,680
VANGUARD WORLD FDS INF TECH ETF 92204A702   951,842 2,980 SH   SOLE 0 0 0 2,980
VISA INC COM CL A 92826C839   419,675 2,020 SH   SOLE 0 0 0 2,020