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
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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   332,876 3,203 SH   SOLE   0 0 3,203
ADT INC DEL COM 00090Q103   454,193 59,762 SH   SOLE   0 0 59,762
ALPHABET INC CAP STK CL A 02079K305   219,073 1,203 SH   SOLE   0 0 1,203
AMAZON COM INC COM 023135106   3,551,549 18,378 SH   SOLE   0 0 18,378
AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232   7,637,491 110,177 SH   SOLE   0 0 110,177
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   1,487,948 23,899 SH   SOLE   0 0 23,899
AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349   10,633,579 169,217 SH   SOLE   0 0 169,217
AMERICAN CENTY ETF TR US SML CP VALU 025072877   1,074,470 11,976 SH   SOLE   0 0 11,976
AMGEN INC COM 031162100   3,825,898 12,245 SH   SOLE   0 0 12,245
AMPHENOL CORP NEW CL A 032095101   1,081,712 16,056 SH   SOLE   0 0 16,056
ANSYS INC COM 03662Q105   682,866 2,124 SH   SOLE   0 0 2,124
APPLE INC COM 037833100   7,057,721 33,509 SH   SOLE   0 0 33,509
APTIV PLC SHS G6095L109   609,390 8,654 SH   SOLE   0 0 8,654
AUTOMATIC DATA PROCESSING IN COM 053015103   391,972 1,642 SH   SOLE   0 0 1,642
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,390,180 10,792 SH   SOLE   0 0 10,792
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105   248,658 16,189 SH   SOLE   0 0 16,189
BLACKROCK HEALTH SCIENCES TR COM 09250W107   13,882,146 339,832 SH   SOLE   0 0 339,832
BLACKROCK MUNIYIELD FD INC COM 09253W104   1,017,765 93,803 SH   SOLE   0 0 93,803
CANADIAN PACIFIC KANSAS CITY COM 13646K108   334,686 4,251 SH   SOLE   0 0 4,251
CDW CORP COM 12514G108   407,665 1,821 SH   SOLE   0 0 1,821
CHEVRON CORP NEW COM 166764100   663,632 4,243 SH   SOLE   0 0 4,243
COCA COLA CO COM 191216100   233,078 3,662 SH   SOLE   0 0 3,662
CONSTELLATION BRANDS INC CL A 21036P108   408,178 1,587 SH   SOLE   0 0 1,587
COSTCO WHSL CORP NEW COM 22160K105   226,982 267 SH   SOLE   0 0 267
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   313,181 9,790 SH   SOLE   0 0 9,790
EATON CORP PLC SHS G29183103   262,192 836 SH   SOLE   0 0 836
EXXON MOBIL CORP COM 30231G102   414,839 3,604 SH   SOLE   0 0 3,604
FIRST TR EXCHANGE-TRADED FD WTR ETF 33733B100   703,476 7,036 SH   SOLE   0 0 7,036
GARMIN LTD SHS H2906T109   2,012,839 12,355 SH   SOLE   0 0 12,355
HOME DEPOT INC COM 437076102   239,517 696 SH   SOLE   0 0 696
INTUITIVE SURGICAL INC COM NEW 46120E602   10,172,077 22,866 SH   SOLE   0 0 22,866
IQVIA HLDGS INC COM 46266C105   304,262 1,439 SH   SOLE   0 0 1,439
ISHARES INC CORE MSCI EMKT 46434G103   3,513,760 65,641 SH   SOLE   0 0 65,641
ISHARES TR CORE MSCI EAFE 46432F842   9,746,686 134,178 SH   SOLE   0 0 134,178
ISHARES TR CORE MSCI INTL 46435G326   1,083,598 16,508 SH   SOLE   0 0 16,508
ISHARES TR CORE S&P SCP ETF 464287804   1,363,542 12,784 SH   SOLE   0 0 12,784
ISHARES TR CORE S&P500 ETF 464287200   22,332,800 40,811 SH   SOLE   0 0 40,811
ISHARES TR MSCI INTL QUALTY 46434V456   1,740,086 44,560 SH   SOLE   0 0 44,560
ISHARES TR MSCI USA MIN VOL 46429B697   1,191,809 14,195 SH   SOLE   0 0 14,195
ISHARES TR MSCI USA MMENTM 46432F396   1,227,096 6,297 SH   SOLE   0 0 6,297
ISHARES TR MSCI USA VALUE 46432F388   246,600 2,384 SH   SOLE   0 0 2,384
ISHARES TR RUS 1000 GRW ETF 464287614   1,383,550 3,796 SH   SOLE   0 0 3,796
ISHARES TR U S EQUITY FACTR 46434V282   5,547,647 99,617 SH   SOLE   0 0 99,617
J P MORGAN EXCHANGE TRADED F US MOMENTUM 46641Q779   7,758,719 144,756 SH   SOLE   0 0 144,756
JPMORGAN CHASE & CO. COM 46625H100   291,820 1,443 SH   SOLE   0 0 1,443
MARATHON PETE CORP COM 56585A102   206,972 1,193 SH   SOLE   0 0 1,193
MASTERCARD INCORPORATED CL A 57636Q104   678,861 1,539 SH   SOLE   0 0 1,539
MCDONALDS CORP COM 580135101   294,255 1,155 SH   SOLE   0 0 1,155
MERCK & CO INC COM 58933Y105   226,256 1,828 SH   SOLE   0 0 1,828
META PLATFORMS INC CL A 30303M102   486,215 964 SH   SOLE   0 0 964
MICROSOFT CORP COM 594918104   2,529,697 5,660 SH   SOLE   0 0 5,660
MPLX LP COM UNIT REP LTD 55336V100   203,798 4,785 SH   SOLE   0 0 4,785
NEXTERA ENERGY INC COM 65339F101   1,304,480 18,422 SH   SOLE   0 0 18,422
NVIDIA CORPORATION COM 67066G104   1,518,799 12,294 SH   SOLE   0 0 12,294
NXP SEMICONDUCTORS N V COM N6596X109   2,704,579 10,051 SH   SOLE   0 0 10,051
ONEOK INC NEW COM 682680103   211,032 2,588 SH   SOLE   0 0 2,588
OREILLY AUTOMOTIVE INC COM 67103H107   410,807 389 SH   SOLE   0 0 389
PROCTER AND GAMBLE CO COM 742718109   263,126 1,595 SH   SOLE   0 0 1,595
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103   1,025,969 99,997 SH   SOLE   0 0 99,997
S&P GLOBAL INC COM 78409V104   665,304 1,492 SH   SOLE   0 0 1,492
SCHWAB CHARLES CORP COM 808513105   361,068 4,900 SH   SOLE   0 0 4,900
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   2,650,297 41,250 SH   SOLE   0 0 41,250
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508   445,682 5,726 SH   SOLE   0 0 5,726
SHYFT GROUP INC COM 825698103   177,057 14,929 SH   SOLE   0 0 14,929
SOUTHERN CO COM 842587107   202,468 2,610 SH   SOLE   0 0 2,610
SPDR S&P 500 ETF TR TR UNIT 78462F103   575,785 1,058 SH   SOLE   0 0 1,058
STMICROELECTRONICS N V NY REGISTRY 861012102   1,601,953 40,783 SH   SOLE   0 0 40,783
TEXAS INSTRS INC COM 882508104   1,144,529 5,884 SH   SOLE   0 0 5,884
TJX COS INC NEW COM 872540109   391,862 3,559 SH   SOLE   0 0 3,559
VANGUARD INDEX FDS SMALL CP ETF 922908751   317,269 1,455 SH   SOLE   0 0 1,455
VANGUARD INDEX FDS TOTAL STK MKT 922908769   492,310 1,840 SH   SOLE   0 0 1,840
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,418,938 32,425 SH   SOLE   0 0 32,425
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   6,635,277 136,697 SH   SOLE   0 0 136,697
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706   19,834,914 340,631 SH   SOLE   0 0 340,631
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730   4,277,288 17,382 SH   SOLE   0 0 17,382
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   1,618,073 8,864 SH   SOLE   0 0 8,864
VANGUARD STAR FDS VG TL INTL STK F 921909768   278,449 4,618 SH   SOLE   0 0 4,618
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,357,857 47,711 SH   SOLE   0 0 47,711
VANGUARD WELLINGTON FD US MOMENTUM 921935508   2,053,382 13,671 SH   SOLE   0 0 13,671
VISA INC COM CL A 92826C839   426,308 1,624 SH   SOLE   0 0 1,624
WALMART INC COM 931142103   1,054,937 15,580 SH   SOLE   0 0 15,580
ZOETIS INC CL A 98978V103   237,564 1,370 SH   SOLE   0 0 1,370