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
AMAZON COM INC COM 023135106   2,643,568 14,280 SH   SOLE   0 0 14,280
APPLE INC COM 037833100   2,770,104 12,246 SH   SOLE   0 0 12,246
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   3,724,675 131,614 SH   SOLE   0 0 131,614
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,213,725 46,303 SH   SOLE   0 0 46,303
ELI LILLY & CO COM 532457108   10,996,437 12,433 SH   SOLE   0 0 12,433
INVESCO QQQ TR UNIT SER 1 46090E103   1,769,884 3,678 SH   SOLE   0 0 3,678
MICROSOFT CORP COM 594918104   3,277,901 7,792 SH   SOLE   0 0 7,792
SIMON PPTY GROUP INC NEW COM 828806109   419,217 2,473 SH   SOLE   0 0 2,473
SPDR S&P 500 ETF TR TR UNIT 78462F103   636,156 1,119 SH   SOLE   0 0 1,119
ABBVIE INC COM 00287Y109   383,875 1,949 SH   SOLE   0 0 1,949
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   265,041 753 SH   SOLE   0 0 753
ADOBE INC COM 00724F101   254,417 506 SH   SOLE   0 0 506
ALLIANT ENERGY CORP COM 018802108   215,096 3,525 SH   SOLE   0 0 3,525
ALPHABET INC CAP STK CL A 02079K305   535,704 3,208 SH   SOLE   0 0 3,208
ALPHABET INC CAP STK CL C 02079K107   795,784 4,725 SH   SOLE   0 0 4,725
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   635,309 9,780 SH   SOLE   0 0 9,780
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   1,197,054 17,963 SH   SOLE   0 0 17,963
AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323   216,890 4,070 SH   SOLE   0 0 4,070
AMERICAN CENTY ETF TR US EQT ETF 025072885   3,271,622 34,624 SH   SOLE   0 0 34,624
AMERICAN CENTY ETF TR US SML CP VALU 025072877   254,047 2,677 SH   SOLE   0 0 2,677
AMERICAN TOWER CORP NEW COM 03027X100   1,217,903 5,248 SH   SOLE   0 0 5,248
AMETEK INC COM 031100100   298,292 1,764 SH   SOLE   0 0 1,764
AMPHENOL CORP NEW CL A 032095101   788,125 12,388 SH   SOLE   0 0 12,388
APPLIED MATLS INC COM 038222105   273,714 1,388 SH   SOLE   0 0 1,388
ARISTA NETWORKS INC COM 040413106   207,726 544 SH   SOLE   0 0 544
AUTOMATIC DATA PROCESSING IN COM 053015103   933,227 3,332 SH   SOLE   0 0 3,332
BARINGS BDC INC COM 06759L103   128,864 13,285 SH   SOLE   0 0 13,285
BERKLEY W R CORP COM 084423102   305,768 5,340 SH   SOLE   0 0 5,340
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   257,064 562 SH   SOLE   0 0 562
BEST BUY INC COM 086516101   215,065 2,122 SH   SOLE   0 0 2,122
BLACKROCK ETF TRUST US EQT FACTOR 09290C103   1,604,491 32,718 SH   SOLE   0 0 32,718
BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603   369,474 6,945 SH   SOLE   0 0 6,945
BLACKSTONE INC COM 09260D107   516,290 3,400 SH   SOLE   0 0 3,400
BOSTON SCIENTIFIC CORP COM 101137107   209,004 2,484 SH   SOLE   0 0 2,484
BROADCOM INC COM 11135F101   235,630 1,407 SH   SOLE   0 0 1,407
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   262,995 1,225 SH   SOLE   0 0 1,225
BROWN & BROWN INC COM 115236101   205,190 1,954 SH   SOLE   0 0 1,954
CADENCE DESIGN SYSTEM INC COM 127387108   450,277 1,710 SH   SOLE   0 0 1,710
CATERPILLAR INC COM 149123101   437,515 1,115 SH   SOLE   0 0 1,115
CDW CORP COM 12514G108   662,360 3,041 SH   SOLE   0 0 3,041
COCA COLA CO COM 191216100   307,349 4,286 SH   SOLE   0 0 4,286
CONOCOPHILLIPS COM 20825C104   229,358 2,097 SH   SOLE   0 0 2,097
CONSTELLATION BRANDS INC CL A 21036P108   680,533 2,641 SH   SOLE   0 0 2,641
COOPER COS INC COM 216648501   1,090,318 10,062 SH   SOLE   0 0 10,062
COSTCO WHSL CORP NEW COM 22160K105   405,608 462 SH   SOLE   0 0 462
CROWN CASTLE INC COM 22822V101   327,314 2,748 SH   SOLE   0 0 2,748
DBX ETF TR XTRACK USD HIGH 233051432   273,120 7,444 SH   SOLE   0 0 7,444
DIGITAL RLTY TR INC COM 253868103   361,890 2,258 SH   SOLE   0 0 2,258
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   6,619,125 152,796 SH   SOLE   0 0 152,796
DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567   378,978 6,888 SH   SOLE   0 0 6,888
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575   645,692 11,889 SH   SOLE   0 0 11,889
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   716,283 24,975 SH   SOLE   0 0 24,975
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   9,843,183 351,542 SH   SOLE   0 0 351,542
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   264,727 9,602 SH   SOLE   0 0 9,602
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   274,639 9,556 SH   SOLE   0 0 9,556
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   18,835,940 553,835 SH   SOLE   0 0 553,835
DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401   393,738 6,396 SH   SOLE   0 0 6,396
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625   11,507,520 183,416 SH   SOLE   0 0 183,416
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   807,087 23,836 SH   SOLE   0 0 23,836
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   306,963 12,061 SH   SOLE   0 0 12,061
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   910,276 29,963 SH   SOLE   0 0 29,963
EATON CORP PLC SHS G29183103   984,050 3,004 SH   SOLE   0 0 3,004
ECOLAB INC COM 278865100   402,637 1,588 SH   SOLE   0 0 1,588
EQUIFAX INC COM 294429105   227,854 785 SH   SOLE   0 0 785
EQUINIX INC COM 29444U700   365,562 414 SH   SOLE   0 0 414
ETF SER SOLUTIONS DISTILLATE US 26922A321   783,152 13,866 SH   SOLE   0 0 13,866
FAIR ISAAC CORP COM 303250104   392,716 205 SH   SOLE   0 0 205
GARTNER INC COM 366651107   559,874 1,117 SH   SOLE   0 0 1,117
GRAINGER W W INC COM 384802104   324,449 312 SH   SOLE   0 0 312
HEICO CORP NEW CL A 422806208   230,509 1,130 SH   SOLE   0 0 1,130
HERSHEY CO COM 427866108   235,811 1,229 SH   SOLE   0 0 1,229
HOME DEPOT INC COM 437076102   220,069 538 SH   SOLE   0 0 538
HOULIHAN LOKEY INC CL A 441593100   236,832 1,484 SH   SOLE   0 0 1,484
HUNT J B TRANS SVCS INC COM 445658107   271,869 1,603 SH   SOLE   0 0 1,603
ILLUMINA INC COM 452327109   404,352 3,135 SH   SOLE   0 0 3,135
INTUITIVE SURGICAL INC COM NEW 46120E602   264,679 546 SH   SOLE   0 0 546
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   430,979 2,176 SH   SOLE   0 0 2,176
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   3,251,722 69,274 SH   SOLE   0 0 69,274
IQVIA HLDGS INC COM 46266C105   856,300 3,701 SH   SOLE   0 0 3,701
IRON MTN INC DEL COM 46284V101   256,581 2,170 SH   SOLE   0 0 2,170
ISHARES INC CORE MSCI EMKT 46434G103   358,690 6,210 SH   SOLE   0 0 6,210
ISHARES INC MSCI EMRG CHN 46434G764   636,848 10,490 SH   SOLE   0 0 10,490
ISHARES TR 1 3 YR TREAS BD 464287457   1,512,311 18,236 SH   SOLE   0 0 18,236
ISHARES TR 20 YR TR BD ETF 464287432   335,260 3,404 SH   SOLE   0 0 3,404
ISHARES TR CORE MSCI TOTAL 46432F834   653,718 9,033 SH   SOLE   0 0 9,033
ISHARES TR CORE S&P500 ETF 464287200   4,753,227 8,319 SH   SOLE   0 0 8,319
ISHARES TR CORE TOTAL USD 46434V613   2,679,048 56,880 SH   SOLE   0 0 56,880
ISHARES TR ESG AWR MSCI USA 46435G425   312,050 2,497 SH   SOLE   0 0 2,497
ISHARES TR EXPONENTIAL TECH 46434V381   336,067 5,589 SH   SOLE   0 0 5,589
ISHARES TR MBS ETF 464288588   712,156 7,433 SH   SOLE   0 0 7,433
ISHARES TR MORNINGSTAR GRWT 464287119   428,096 5,164 SH   SOLE   0 0 5,164
ISHARES TR EAFE GRWTH ETF 464288885   1,850,841 17,317 SH   SOLE   0 0 17,317
ISHARES TR EAFE VALUE ETF 464288877   1,396,803 24,441 SH   SOLE   0 0 24,441
ISHARES TR MSCI USA QLT FCT 46432F339   1,869,045 10,492 SH   SOLE   0 0 10,492
ISHARES TR PFD AND INCM SEC 464288687   314,171 9,454 SH   SOLE   0 0 9,454
ISHARES TR S&P 500 GRWT ETF 464287309   2,058,327 21,802 SH   SOLE   0 0 21,802
ISHARES TR S&P 500 VAL ETF 464287408   1,061,177 5,396 SH   SOLE   0 0 5,396
ISHARES TR U.S. TECH ETF 464287721   658,038 4,442 SH   SOLE   0 0 4,442
JPMORGAN CHASE & CO. COM 46625H100   348,241 1,682 SH   SOLE   0 0 1,682
KIMBERLY-CLARK CORP COM 494368103   273,142 1,918 SH   SOLE   0 0 1,918
KLA CORP COM NEW 482480100   299,969 398 SH   SOLE   0 0 398
LABCORP HOLDINGS INC COM SHS 504922105   339,102 1,547 SH   SOLE   0 0 1,547
LENNOX INTL INC COM 526107107   243,425 408 SH   SOLE   0 0 408
LOCKHEED MARTIN CORP COM 539830109   281,725 465 SH   SOLE   0 0 465
LPL FINL HLDGS INC COM 50212V100   208,474 907 SH   SOLE   0 0 907
MASTERCARD INCORPORATED CL A 57636Q104   1,794,414 3,615 SH   SOLE   0 0 3,615
META PLATFORMS INC CL A 30303M102   1,431,662 2,483 SH   SOLE   0 0 2,483
MONOLITHIC PWR SYS INC COM 609839105   200,657 225 SH   SOLE   0 0 225
MONSTER BEVERAGE CORP NEW COM 61174X109   228,286 4,425 SH   SOLE   0 0 4,425
NETFLIX INC COM 64110L106   448,393 635 SH   SOLE   0 0 635
NISOURCE INC COM 65473P105   280,799 8,062 SH   SOLE   0 0 8,062
NVIDIA CORPORATION COM 67066G104   1,679,306 14,353 SH   SOLE   0 0 14,353
NVR INC COM 62944T105   217,631 22 SH   SOLE   0 0 22
PIMCO ETF TR ACTIVE BD ETF 72201R775   1,314,212 13,907 SH   SOLE   0 0 13,907
PIMCO ETF TR MULTISECTOR BD 72201R585   3,355,708 126,392 SH   SOLE   0 0 126,392
POOL CORP COM 73278L105   249,781 665 SH   SOLE   0 0 665
PROCTER AND GAMBLE CO COM 742718109   2,855,506 16,502 SH   SOLE   0 0 16,502
PROLOGIS INC. COM 74340W103   354,640 2,846 SH   SOLE   0 0 2,846
PUBLIC STORAGE OPER CO COM 74460D109   249,522 693 SH   SOLE   0 0 693
QUALCOMM INC COM 747525103   225,958 1,363 SH   SOLE   0 0 1,363
ROPER TECHNOLOGIES INC COM 776696106   524,694 957 SH   SOLE   0 0 957
ROSS STORES INC COM 778296103   258,592 1,745 SH   SOLE   0 0 1,745
SALESFORCE INC COM 79466L302   247,304 913 SH   SOLE   0 0 913
SCHWAB CHARLES CORP COM 808513105   772,608 12,089 SH   SOLE   0 0 12,089
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   332,631 4,660 SH   SOLE   0 0 4,660
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   264,306 6,467 SH   SOLE   0 0 6,467
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   4,534,327 67,445 SH   SOLE   0 0 67,445
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   375,192 3,653 SH   SOLE   0 0 3,653
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   509,712 10,724 SH   SOLE   0 0 10,724
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   355,661 4,210 SH   SOLE   0 0 4,210
SHERWIN WILLIAMS CO COM 824348106   200,946 528 SH   SOLE   0 0 528
SILA REALTY TRUST INC COMMON STOCK 146280508   348,153 13,637 SH   SOLE   0 0 13,637
SPDR GOLD TR GOLD SHS 78463V107   1,809,900 7,369 SH   SOLE   0 0 7,369
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   264,886 7,092 SH   SOLE   0 0 7,092
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   439,285 10,542 SH   SOLE   0 0 10,542
SPDR SER TR PORTFLI HIGH YLD 78468R606   244,006 10,218 SH   SOLE   0 0 10,218
SPDR SER TR PORTFOLIO S&P500 78464A854   963,406 14,405 SH   SOLE   0 0 14,405
SPDR SER TR SSGA US LRG ETF 78468R804   597,670 3,524 SH   SOLE   0 0 3,524
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   203,016 2,758 SH   SOLE   0 0 2,758
TELEDYNE TECHNOLOGIES INC COM 879360105   390,258 888 SH   SOLE   0 0 888
TJX COS INC NEW COM 872540109   908,626 7,790 SH   SOLE   0 0 7,790
UNITEDHEALTH GROUP INC COM 91324P102   326,648 560 SH   SOLE   0 0 560
VALERO ENERGY CORP COM 91913Y100   256,519 1,866 SH   SOLE   0 0 1,866
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   512,638 2,851 SH   SOLE   0 0 2,851
VANGUARD INDEX FDS MID CAP ETF 922908629   700,452 2,669 SH   SOLE   0 0 2,669
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,016,736 9,597 SH   SOLE   0 0 9,597
VANGUARD INDEX FDS SMALL CP ETF 922908751   642,620 2,737 SH   SOLE   0 0 2,737
VANGUARD INDEX FDS VALUE ETF 922908744   886,424 5,090 SH   SOLE   0 0 5,090
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   725,464 15,048 SH   SOLE   0 0 15,048
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   422,237 4,432 SH   SOLE   0 0 4,432
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,381,563 45,415 SH   SOLE   0 0 45,415
VERISK ANALYTICS INC COM 92345Y106   372,576 1,387 SH   SOLE   0 0 1,387
VIMEO INC COMMON STOCK 92719V100   53,855 10,771 SH   SOLE   0 0 10,771
VISA INC COM CL A 92826C839   923,298 3,326 SH   SOLE   0 0 3,326
WABTEC COM 929740108   261,832 1,443 SH   SOLE   0 0 1,443
WELLTOWER INC COM 95040Q104   456,098 3,575 SH   SOLE   0 0 3,575
WEST PHARMACEUTICAL SVSC INC COM 955306105   204,164 681 SH   SOLE   0 0 681
ZOETIS INC CL A 98978V103   830,562 4,272 SH   SOLE   0 0 4,272