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
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 14,442,548 55,968 SH   SOLE   55,635 0 333
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 580,190 3,185 SH   SOLE   2,585 0 600
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 504,263 2,749 SH   SOLE   2,569 0 180
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,934,240 10,009 SH   SOLE   7,926 0 2,083
APPLE INC COM 037833100 BBG001S5N8V8 7,509,046 35,652 SH   SOLE   30,437 0 5,215
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 247,151 3,169 SH   SOLE   574 0 2,595
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,411,340 10,844 SH   SOLE   9,509 0 1,335
C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2,928,638 101,127 SH   SOLE   101,127 0 0
CATERPILLAR INC COM 149123101 BBG001S5PJ06 351,088 1,054 SH   SOLE   1,054 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 699,004 7,040 SH   SOLE   6,518 0 522
EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 539,039 65,180 SH   SOLE   54,580 0 10,600
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 468,688 28,896 SH   SOLE   14,155 0 14,741
GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 17,139,941 870,932 SH   SOLE   808,672 0 62,260
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 281,916 7,690 SH   SOLE   7,690 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 19,283,799 117,384 SH   SOLE   106,528 0 10,856
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 216,558 452 SH   SOLE   428 0 24
ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6,286,209 68,492 SH   SOLE   63,002 0 5,490
ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 33,266,854 492,405 SH   SOLE   453,322 0 39,083
ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 339,017 3,985 SH   SOLE   3,985 0 0
ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 222,586 7,055 SH   SOLE   7,055 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 293,796 806 SH   SOLE   806 0 0
JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 260,141 1,862 SH   SOLE   1,862 0 0
JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 593,215 2,933 SH   SOLE   2,928 0 5
MCDONALDS CORP COM 580135101 BBG001S5T110 288,355 1,132 SH   SOLE   1,132 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 481,026 954 SH   SOLE   864 0 90
MICROSOFT CORP COM 594918104 BBG001S5TD05 684,235 1,531 SH   SOLE   1,103 0 428
NETFLIX INC COM 64110L106 BBG001SF6L46 234,859 348 SH   SOLE   345 0 3
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,302,757 10,545 SH   SOLE   6,110 0 4,435
ORACLE CORP COM 68389X105 BBG001S5SJG6 214,907 1,522 SH   SOLE   1,500 0 22
ORION S.A. COM L72967109 BBG006MC4LQ6 658,200 30,000 SH   SOLE   30,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 303,228 10,837 SH   SOLE   10,806 0 31
PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 316,713 2,037 SH   SOLE   2,037 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 531,957 6,841 SH   SOLE   6,841 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 504,604 5,004 SH   SOLE   4,745 0 259
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8,953,797 115,043 SH   SOLE   105,374 0 9,669
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 10,386,616 218,896 SH   SOLE   199,558 0 19,338
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 250,618 1,374 SH   SOLE   1,374 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 213,659 2,790 SH   SOLE   2,790 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 208,277 1,429 SH   SOLE   1,429 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 21,173,829 93,594 SH   SOLE   87,103 0 6,491
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 34,633,650 63,639 SH   SOLE   58,683 0 4,956
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 13,960,806 26,091 SH   SOLE   23,899 0 2,192
SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 695,778 17,295 SH   SOLE   17,295 0 0
SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 483,822 5,635 SH   SOLE   5,635 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 269,011 1,359 SH   SOLE   1,116 0 243
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 301,986 1,385 SH   SOLE   1,385 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 640,037 3,990 SH   SOLE   3,640 0 350
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 16,773,712 251,216 SH   SOLE   228,956 0 22,260
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 285,583 6,925 SH   SOLE   6,825 0 100
VISA INC COM CL A 92826C839 BBG001SRCFY3 321,315 1,224 SH   SOLE   820 0 404