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
ABBOTT LABS COM 002824100   596,561 5,420 SH   SOLE 0 0 0 5,420
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   732,092 2,086 SH   SOLE 0 0 0 2,086
ALPHABET INC CAP STK CL A 02079K305   1,231,918 8,819 SH   SOLE 0 0 0 8,819
ALPHABET INC CAP STK CL C 02079K107   414,475 2,941 SH   SOLE 0 0 0 2,941
AMAZON COM INC COM 023135106   1,658,301 10,914 SH   SOLE 0 0 0 10,914
AMERICAN EXPRESS CO COM 025816109   212,818 1,136 SH   SOLE 0 0 0 1,136
ANALOG DEVICES INC COM 032654105   340,133 1,713 SH   SOLE 0 0 0 1,713
AON PLC SHS CL A G0403H108   206,724 710 SH   SOLE 0 0 0 710
APPLE INC COM 037833100   1,932,776 10,039 SH   SOLE 0 0 0 10,039
ARCHER DANIELS MIDLAND CO COM 039483102   461,126 6,385 SH   SOLE 0 0 0 6,385
AUTOMATIC DATA PROCESSING IN COM 053015103   941,898 4,043 SH   SOLE 0 0 0 4,043
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   237,536 666 SH   SOLE 0 0 0 666
BLACKROCK INC COM 09247X101   212,856 262 SH   SOLE 0 0 0 262
BROADCOM INC COM 11135F101   245,575 220 SH   SOLE 0 0 0 220
CENCORA INC COM 03073E105   572,341 2,787 SH   SOLE 0 0 0 2,787
CISCO SYS INC COM 17275R102   597,034 11,818 SH   SOLE 0 0 0 11,818
COSTCO WHSL CORP NEW COM 22160K105   360,717 546 SH   SOLE 0 0 0 546
CVS HEALTH CORP COM 126650100   559,451 7,085 SH   SOLE 0 0 0 7,085
DANAHER CORPORATION COM 235851102   309,329 1,337 SH   SOLE 0 0 0 1,337
DEERE & CO COM 244199105   226,326 566 SH   SOLE 0 0 0 566
EATON CORP PLC SHS G29183103   274,535 1,140 SH   SOLE 0 0 0 1,140
ELI LILLY & CO COM 532457108   282,716 485 SH   SOLE 0 0 0 485
GALLAGHER ARTHUR J & CO COM 363576109   516,886 2,298 SH   SOLE 0 0 0 2,298
GOLDMAN SACHS GROUP INC COM 38141G104   266,567 691 SH   SOLE 0 0 0 691
HOME DEPOT INC COM 437076102   623,318 1,799 SH   SOLE 0 0 0 1,799
HONEYWELL INTL INC COM 438516106   299,885 1,430 SH   SOLE 0 0 0 1,430
HOULIHAN LOKEY INC CL A 441593100   544,390 4,540 SH   SOLE 0 0 0 4,540
INSPERITY INC COM 45778Q107   696,756 5,944 SH   SOLE 0 0 0 5,944
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297   347,691 14,463 SH   SOLE 0 217 0 14,246
ISHARES TR US TREAS BD ETF 46429B267   614,965 26,691 SH   SOLE 0 163 0 26,528
ISHARES TR CORE S&P US VLU 464287663   362,535 4,299 SH   SOLE 0 0 0 4,299
ISHARES TR NATIONAL MUN ETF 464288414   5,115,074 47,183 SH   SOLE 0 56 0 47,127
ISHARES TR MSCI USA MIN VOL 46429B697   652,193 8,358 SH   SOLE 0 65 0 8,293
ISHARES TR EAFE VALUE ETF 464288877   5,233,598 100,453 SH   SOLE 0 347 0 100,106
ISHARES TR US INFRASTRUC 46435U713   478,373 11,879 SH   SOLE 0 96 0 11,783
ISHARES TR RUS 1000 GRW ETF 464287614   1,976,062 6,518 SH   SOLE 0 51 0 6,467
ISHARES TR RUS 1000 VAL ETF 464287598   1,509,394 9,134 SH   SOLE 0 0 0 9,134
JPMORGAN CHASE & CO COM 46625H100   1,013,138 5,956 SH   SOLE 0 0 0 5,956
META PLATFORMS INC CL A 30303M102   771,279 2,179 SH   SOLE 0 0 0 2,179
MICROSOFT CORP COM 594918104   2,314,008 6,154 SH   SOLE 0 0 0 6,154
MONDAY COM LTD SHS M7S64H106   214,291 1,141 SH   SOLE 0 0 0 1,141
MORGAN STANLEY COM NEW 617446448   614,577 6,591 SH   SOLE 0 0 0 6,591
NEXTERA ENERGY INC COM 65339F101   535,095 8,810 SH   SOLE 0 0 0 8,810
NVIDIA CORPORATION COM 67066G104   1,038,972 2,098 SH   SOLE 0 0 0 2,098
ORACLE CORP COM 68389X105   230,575 2,187 SH   SOLE 0 0 0 2,187
PAYCHEX INC COM 704326107   500,279 4,200 SH   SOLE 0 0 0 4,200
PEPSICO INC COM 713448108   573,727 3,378 SH   SOLE 0 0 0 3,378
PHILLIPS 66 COM 718546104   593,066 4,454 SH   SOLE 0 0 0 4,454
PNC FINL SVCS GROUP INC COM 693475105   647,463 4,181 SH   SOLE 0 0 0 4,181
PROCTER AND GAMBLE CO COM 742718109   639,377 4,363 SH   SOLE 0 0 0 4,363
PROLOGIS INC. COM 74340W103   611,241 4,585 SH   SOLE 0 0 0 4,585
SALESFORCE INC COM 79466L302   251,825 957 SH   SOLE 0 0 0 957
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   18,790,860 246,826 SH   SOLE 0 1,113 0 245,713
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   236,756 1,736 SH   SOLE 0 0 0 1,736
SPDR S&P 500 ETF TR TR UNIT 78462F103   243,915 513 SH   SOLE 0 0 0 513
SPDR SER TR PORTFOLIO INTRMD 78464A375   1,442,453 43,937 SH   SOLE 0 276 0 43,661
SPDR SER TR PORTFOLIO LN TSR 78464A664   1,810,937 62,403 SH   SOLE 0 216 0 62,187
SPDR SER TR NUVEEN BLMBRG SH 78468R739   2,314,237 48,425 SH   SOLE 0 70 0 48,355
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   556,919 5,355 SH   SOLE 0 0 0 5,355
TARGET CORP COM 87612E106   587,943 4,128 SH   SOLE 0 0 0 4,128
TE CONNECTIVITY LTD SHS H84989104   551,054 3,922 SH   SOLE 0 0 0 3,922
TESLA INC COM 88160R101   276,310 1,112 SH   SOLE 0 0 0 1,112
THERMO FISHER SCIENTIFIC INC COM 883556102   273,909 516 SH   SOLE 0 0 0 516
UNION PAC CORP COM 907818108   805,307 3,279 SH   SOLE 0 0 0 3,279
UNITED PARCEL SERVICE INC CL B 911312106   518,018 3,295 SH   SOLE 0 0 0 3,295
UNITEDHEALTH GROUP INC COM 91324P102   719,723 1,367 SH   SOLE 0 0 0 1,367
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   5,916,576 35,985 SH   SOLE 0 105 0 35,880
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,519,836 17,200 SH   SOLE 0 80 0 17,120
VANGUARD INDEX FDS SMALL CP ETF 922908751   293,115 1,374 SH   SOLE 0 0 0 1,374
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   21,342,906 48,862 SH   SOLE 0 217 0 48,645
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,479,661 31,917 SH   SOLE 0 203 0 31,714
VANGUARD WORLD FD MEGA GRWTH IND 921910816   2,092,429 8,063 SH   SOLE 0 45 0 8,018
VANGUARD WORLD FDS INF TECH ETF 92204A702   3,206,018 6,624 SH   SOLE 0 25 0 6,599
VISA INC COM CL A 92826C839   526,428 2,022 SH   SOLE 0 0 0 2,022