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   598,097 5,756 SH   SOLE 0 0 0 5,756
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   693,683 2,286 SH   SOLE 0 0 0 2,286
ALPHABET INC CAP STK CL A 02079K305   1,598,902 8,778 SH   SOLE 0 0 0 8,778
ALPHABET INC CAP STK CL C 02079K107   484,045 2,639 SH   SOLE 0 0 0 2,639
AMAZON COM INC COM 023135106   2,456,049 12,709 SH   SOLE 0 0 0 12,709
AMERICAN EXPRESS CO COM 025816109   263,041 1,136 SH   SOLE 0 0 0 1,136
ANALOG DEVICES INC COM 032654105   391,009 1,713 SH   SOLE 0 0 0 1,713
AON PLC SHS CL A G0403H108   208,542 710 SH   SOLE 0 0 0 710
APPLE INC COM 037833100   2,156,502 10,239 SH   SOLE 0 0 0 10,239
ARCHER DANIELS MIDLAND CO COM 039483102   409,308 6,771 SH   SOLE 0 0 0 6,771
AUTOMATIC DATA PROCESSING IN COM 053015103   965,024 4,043 SH   SOLE 0 0 0 4,043
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   270,929 666 SH   SOLE 0 0 0 666
BLACKROCK INC COM 09247X101   206,437 262 SH   SOLE 0 0 0 262
BROADCOM INC COM 11135F101   340,958 212 SH   SOLE 0 0 0 212
CENCORA INC COM 03073E105   585,952 2,601 SH   SOLE 0 0 0 2,601
CISCO SYS INC COM 17275R102   632,625 13,316 SH   SOLE 0 0 0 13,316
COSTCO WHSL CORP NEW COM 22160K105   464,497 546 SH   SOLE 0 0 0 546
CVS HEALTH CORP COM 126650100   444,574 7,527 SH   SOLE 0 0 0 7,527
DANAHER CORPORATION COM 235851102   326,334 1,306 SH   SOLE 0 0 0 1,306
DEERE & CO COM 244199105   211,475 566 SH   SOLE 0 0 0 566
EATON CORP PLC SHS G29183103   354,312 1,130 SH   SOLE 0 0 0 1,130
ELI LILLY & CO COM 532457108   439,109 485 SH   SOLE 0 0 0 485
GALLAGHER ARTHUR J & CO COM 363576109   608,998 2,349 SH   SOLE 0 0 0 2,349
GOLDMAN SACHS GROUP INC COM 38141G104   312,553 691 SH   SOLE 0 0 0 691
HILTON WORLDWIDE HLDGS INC COM 43300A203   215,582 988 SH   SOLE 0 0 0 988
HOME DEPOT INC COM 437076102   629,512 1,829 SH   SOLE 0 0 0 1,829
HONEYWELL INTL INC COM 438516106   305,362 1,430 SH   SOLE 0 0 0 1,430
HOULIHAN LOKEY INC CL A 441593100   604,864 4,485 SH   SOLE 0 0 0 4,485
INSPERITY INC COM 45778Q107   542,152 5,944 SH   SOLE 0 0 0 5,944
ISHARES TR CORE S&P US VLU 464287663   336,568 3,819 SH   SOLE 0 0 0 3,819
ISHARES TR US TREAS BD ETF 46429B267   702,408 31,121 SH   SOLE 0 214 0 30,907
ISHARES TR NATIONAL MUN ETF 464288414   4,227,368 39,675 SH   SOLE 0 65 0 39,610
ISHARES TR RUS 1000 GRW ETF 464287614   2,368,221 6,497 SH   SOLE 0 51 0 6,446
ISHARES TR US INFRASTRUC 46435U713   402,139 9,547 SH   SOLE 0 76 0 9,471
ISHARES TR RUS 1000 VAL ETF 464287598   1,552,957 8,901 SH   SOLE 0 0 0 8,901
ISHARES TR EAFE VALUE ETF 464288877   3,540,399 66,750 SH   SOLE 0 180 0 66,570
JPMORGAN CHASE & CO. COM 46625H100   1,167,889 5,774 SH   SOLE 0 0 0 5,774
META PLATFORMS INC CL A 30303M102   1,098,695 2,179 SH   SOLE 0 0 0 2,179
MICROCHIP TECHNOLOGY INC. COM 595017104   200,660 2,193 SH   SOLE 0 0 0 2,193
MICROSOFT CORP COM 594918104   2,745,900 6,144 SH   SOLE 0 0 0 6,144
MONDAY COM LTD SHS M7S64H106   274,707 1,141 SH   SOLE 0 0 0 1,141
MORGAN STANLEY COM NEW 617446448   679,439 6,991 SH   SOLE 0 0 0 6,991
NEXTERA ENERGY INC COM 65339F101   714,199 10,086 SH   SOLE 0 0 0 10,086
NVIDIA CORPORATION COM 67066G104   2,414,836 19,547 SH   SOLE 0 0 0 19,547
ORACLE CORP COM 68389X105   308,804 2,187 SH   SOLE 0 0 0 2,187
PAYCHEX INC COM 704326107   547,780 4,620 SH   SOLE 0 0 0 4,620
PEPSICO INC COM 713448108   617,556 3,744 SH   SOLE 0 0 0 3,744
PHILLIPS 66 COM 718546104   574,256 4,068 SH   SOLE 0 0 0 4,068
PROCTER AND GAMBLE CO COM 742718109   743,838 4,510 SH   SOLE 0 0 0 4,510
PROLOGIS INC. COM 74340W103   556,188 4,952 SH   SOLE 0 0 0 4,952
SALESFORCE INC COM 79466L302   246,045 957 SH   SOLE 0 0 0 957
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   18,859,887 242,540 SH   SOLE 0 1,124 0 241,416
SPDR S&P 500 ETF TR TR UNIT 78462F103   284,611 523 SH   SOLE 0 0 0 523
SPDR SER TR PORTFOLIO INTRMD 78464A375   2,049,750 62,953 SH   SOLE 0 422 0 62,531
SPDR SER TR NUVEEN BLMBRG SH 78468R739   2,089,532 44,279 SH   SOLE 0 67 0 44,212
SPDR SER TR PORTFOLIO LN TSR 78464A664   1,868,758 68,654 SH   SOLE 0 269 0 68,385
SPDR SER TR NUVEEN BLOOMBERG 78464A284   303,423 11,927 SH   SOLE 0 25 0 11,902
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   953,180 5,484 SH   SOLE 0 0 0 5,484
TARGET CORP COM 87612E106   571,200 3,858 SH   SOLE 0 0 0 3,858
TE CONNECTIVITY LTD SHS H84989104   586,408 3,898 SH   SOLE 0 0 0 3,898
THERMO FISHER SCIENTIFIC INC COM 883556102   286,477 518 SH   SOLE 0 0 0 518
UNION PAC CORP COM 907818108   760,179 3,360 SH   SOLE 0 0 0 3,360
UNITED PARCEL SERVICE INC CL B 911312106   532,134 3,888 SH   SOLE 0 0 0 3,888
UNITEDHEALTH GROUP INC COM 91324P102   754,269 1,481 SH   SOLE 0 0 0 1,481
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   7,665,737 45,416 SH   SOLE 0 136 0 45,280
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   25,991,482 51,969 SH   SOLE 0 222 0 51,747
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   620,689 7,410 SH   SOLE 0 47 0 7,363
VANGUARD INDEX FDS SMALL CP ETF 922908751   299,587 1,374 SH   SOLE 0 0 0 1,374
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   201,946 1,793 SH   SOLE 0 0 0 1,793
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,758,847 38,741 SH   SOLE 0 268 0 38,473
VANGUARD WORLD FD MEGA GRWTH IND 921910816   8,571,345 27,279 SH   SOLE 0 154 0 27,125
VANGUARD WORLD FD INF TECH ETF 92204A702   4,582,763 7,948 SH   SOLE 0 37 0 7,911
VISA INC COM CL A 92826C839   530,714 2,022 SH   SOLE 0 0 0 2,022