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   642,501 5,653 SH   SOLE 0 0 0 5,653
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   726,934 2,097 SH   SOLE 0 0 0 2,097
ALPHABET INC CAP STK CL A 02079K305   1,346,136 8,919 SH   SOLE 0 0 0 8,919
ALPHABET INC CAP STK CL C 02079K107   417,040 2,739 SH   SOLE 0 0 0 2,739
AMAZON COM INC COM 023135106   1,961,485 10,874 SH   SOLE 0 0 0 10,874
AMERICAN EXPRESS CO COM 025816109   258,656 1,136 SH   SOLE 0 0 0 1,136
ANALOG DEVICES INC COM 032654105   338,814 1,713 SH   SOLE 0 0 0 1,713
AON PLC SHS CL A G0403H108   237,055 710 SH   SOLE 0 0 0 710
APPLE INC COM 037833100   1,760,384 10,266 SH   SOLE 0 0 0 10,266
ARCHER DANIELS MIDLAND CO COM 039483102   404,937 6,447 SH   SOLE 0 0 0 6,447
AUTOMATIC DATA PROCESSING IN COM 053015103   1,009,699 4,043 SH   SOLE 0 0 0 4,043
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   280,066 666 SH   SOLE 0 0 0 666
BLACKROCK INC COM 09247X101   218,598 262 SH   SOLE 0 0 0 262
BROADCOM INC COM 11135F101   291,590 220 SH   SOLE 0 0 0 220
CENCORA INC COM 03073E105   640,459 2,636 SH   SOLE 0 0 0 2,636
CISCO SYS INC COM 17275R102   674,435 13,513 SH   SOLE 0 0 0 13,513
COSTCO WHSL CORP NEW COM 22160K105   400,363 546 SH   SOLE 0 0 0 546
CVS HEALTH CORP COM 126650100   632,915 7,935 SH   SOLE 0 0 0 7,935
DANAHER CORPORATION COM 235851102   333,905 1,337 SH   SOLE 0 0 0 1,337
DEERE & CO COM 244199105   232,479 566 SH   SOLE 0 0 0 566
EATON CORP PLC SHS G29183103   356,455 1,140 SH   SOLE 0 0 0 1,140
ELI LILLY & CO COM 532457108   377,311 485 SH   SOLE 0 0 0 485
GALLAGHER ARTHUR J & CO COM 363576109   599,475 2,398 SH   SOLE 0 0 0 2,398
GOLDMAN SACHS GROUP INC COM 38141G104   288,624 691 SH   SOLE 0 0 0 691
HILTON WORLDWIDE HLDGS INC COM 43300A203   210,750 988 SH   SOLE 0 0 0 988
HOME DEPOT INC COM 437076102   692,271 1,805 SH   SOLE 0 0 0 1,805
HONEYWELL INTL INC COM 438516106   293,508 1,430 SH   SOLE 0 0 0 1,430
HOULIHAN LOKEY INC CL A 441593100   584,554 4,560 SH   SOLE 0 0 0 4,560
INSPERITY INC COM 45778Q107   651,522 5,944 SH   SOLE 0 0 0 5,944
ISHARES TR CORE S&P US VLU 464287663   358,956 3,969 SH   SOLE 0 0 0 3,969
ISHARES TR US TREAS BD ETF 46429B267   678,286 29,789 SH   SOLE 0 169 0 29,620
ISHARES TR NATIONAL MUN ETF 464288414   4,288,811 39,859 SH   SOLE 0 60 0 39,799
ISHARES TR EAFE VALUE ETF 464288877   5,831,948 107,205 SH   SOLE 0 316 0 106,889
ISHARES TR RUS 1000 GRW ETF 464287614   2,196,892 6,518 SH   SOLE 0 51 0 6,467
ISHARES TR US INFRASTRUC 46435U713   369,086 8,512 SH   SOLE 0 59 0 8,453
ISHARES TR RUS 1000 VAL ETF 464287598   1,611,811 8,999 SH   SOLE 0 0 0 8,999
JPMORGAN CHASE & CO COM 46625H100   1,176,388 5,873 SH   SOLE 0 0 0 5,873
META PLATFORMS INC CL A 30303M102   1,058,079 2,179 SH   SOLE 0 0 0 2,179
MICROSOFT CORP COM 594918104   2,592,322 6,162 SH   SOLE 0 0 0 6,162
MONDAY COM LTD SHS M7S64H106   257,718 1,141 SH   SOLE 0 0 0 1,141
MORGAN STANLEY COM NEW 617446448   668,596 7,101 SH   SOLE 0 0 0 7,101
NEXTERA ENERGY INC COM 65339F101   666,446 10,428 SH   SOLE 0 0 0 10,428
NVIDIA CORPORATION COM 67066G104   1,802,602 1,995 SH   SOLE 0 0 0 1,995
ORACLE CORP COM 68389X105   274,709 2,187 SH   SOLE 0 0 0 2,187
PAYCHEX INC COM 704326107   570,669 4,647 SH   SOLE 0 0 0 4,647
PEPSICO INC COM 713448108   658,226 3,761 SH   SOLE 0 0 0 3,761
PHILLIPS 66 COM 718546104   669,960 4,102 SH   SOLE 0 0 0 4,102
PNC FINL SVCS GROUP INC COM 693475105   664,895 4,114 SH   SOLE 0 0 0 4,114
PROCTER AND GAMBLE CO COM 742718109   735,510 4,533 SH   SOLE 0 0 0 4,533
PROLOGIS INC. COM 74340W103   625,585 4,804 SH   SOLE 0 0 0 4,804
SALESFORCE INC COM 79466L302   288,229 957 SH   SOLE 0 0 0 957
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   20,479,754 253,997 SH   SOLE 0 1,007 0 252,990
SPDR S&P 500 ETF TR TR UNIT 78462F103   267,901 512 SH   SOLE 0 0 0 512
SPDR SER TR PORTFOLIO INTRMD 78464A375   1,955,652 59,824 SH   SOLE 0 332 0 59,492
SPDR SER TR PORTFOLIO LN TSR 78464A664   1,526,062 54,619 SH   SOLE 0 163 0 54,456
SPDR SER TR NUVEEN BLMBRG SH 78468R739   2,353,647 49,613 SH   SOLE 0 70 0 49,543
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   748,682 5,503 SH   SOLE 0 0 0 5,503
TARGET CORP COM 87612E106   717,048 4,046 SH   SOLE 0 0 0 4,046
TE CONNECTIVITY LTD SHS H84989104   575,172 3,960 SH   SOLE 0 0 0 3,960
THERMO FISHER SCIENTIFIC INC COM 883556102   301,091 518 SH   SOLE 0 0 0 518
UNION PAC CORP COM 907818108   812,482 3,304 SH   SOLE 0 0 0 3,304
UNITED PARCEL SERVICE INC CL B 911312106   575,390 3,871 SH   SOLE 0 0 0 3,871
UNITEDHEALTH GROUP INC COM 91324P102   725,767 1,467 SH   SOLE 0 0 0 1,467
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   7,427,211 42,376 SH   SOLE 0 118 0 42,258
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   25,588,840 53,232 SH   SOLE 0 203 0 53,029
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,538,353 17,789 SH   SOLE 0 78 0 17,711
VANGUARD INDEX FDS SMALL CP ETF 922908751   314,083 1,374 SH   SOLE 0 0 0 1,374
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,676,020 36,747 SH   SOLE 0 212 0 36,535
VANGUARD WORLD FD MEGA GRWTH IND 921910816   3,937,171 13,737 SH   SOLE 0 63 0 13,674
VANGUARD WORLD FD INF TECH ETF 92204A702   4,123,433 7,864 SH   SOLE 0 30 0 7,834
VISA INC COM CL A 92826C839   564,300 2,022 SH   SOLE 0 0 0 2,022