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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
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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   2,634,103 13,358 SH   SOLE   0 0 13,358
INVESCO QQQ TR UNIT SER 1 46090E103   1,731,295 3,592 SH   SOLE   0 0 3,592
ELEVANCE HEALTH INC COM 036752103   210,078 393 SH   SOLE   0 0 393
SPDR SER TR PORTFLI INTRMDIT 78464A672   208,528 7,501 SH   SOLE   0 0 7,501
MONSTER BEVERAGE CORP NEW COM 61174X109   214,620 4,301 SH   SOLE   0 0 4,301
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   568,737 3,392 SH   SOLE   0 0 3,392
COSTCO WHSL CORP NEW COM 22160K105   383,338 453 SH   SOLE   0 0 453
TELEDYNE TECHNOLOGIES INC COM 879360105   315,901 825 SH   SOLE   0 0 825
BOSTON SCIENTIFIC CORP COM 101137107   208,217 2,725 SH   SOLE   0 0 2,725
PROCTER AND GAMBLE CO COM 742718109   2,686,507 16,510 SH   SOLE   0 0 16,510
HUNT J B TRANS SVCS INC COM 445658107   238,020 1,500 SH   SOLE   0 0 1,500
NETFLIX INC COM 64110L106   414,270 615 SH   SOLE   0 0 615
PROLOGIS INC. COM 74340W103   379,622 3,391 SH   SOLE   0 0 3,391
SPDR S&P 500 ETF TR TR UNIT 78462F103   607,907 1,115 SH   SOLE   0 0 1,115
MASTERCARD INCORPORATED CL A 57636Q104   1,785,449 4,080 SH   SOLE   0 0 4,080
ISHARES TR 1 3 YR TREAS BD 464287457   1,492,364 18,354 SH   SOLE   0 0 18,354
KIMBERLY-CLARK CORP COM 494368103   238,980 1,734 SH   SOLE   0 0 1,734
DBX ETF TR XTRACK USD HIGH 233051432   443,536 12,579 SH   SOLE   0 0 12,579
ISHARES TR ESG AWR MSCI USA 46435G425   301,530 2,522 SH   SOLE   0 0 2,522
HOME DEPOT INC COM 437076102   273,322 813 SH   SOLE   0 0 813
AUTOMATIC DATA PROCESSING IN COM 053015103   856,896 3,636 SH   SOLE   0 0 3,636
FAIR ISAAC CORP COM 303250104   354,673 237 SH   SOLE   0 0 237
VERISK ANALYTICS INC COM 92345Y106   335,138 1,250 SH   SOLE   0 0 1,250
COOPER COS INC COM 216648501   951,672 11,016 SH   SOLE   0 0 11,016
SPDR GOLD TR GOLD SHS 78463V107   1,480,750 6,869 SH   SOLE   0 0 6,869
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   239,017 1,216 SH   SOLE   0 0 1,216
LABCORP HOLDINGS INC COM SHS 504922105   314,242 1,547 SH   SOLE   0 0 1,547
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   241,326 6,278 SH   SOLE   0 0 6,278
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   4,518,798 70,135 SH   SOLE   0 0 70,135
IQVIA HLDGS INC COM 46266C105   887,750 4,258 SH   SOLE   0 0 4,258
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837   1,051,532 20,926 SH   SOLE   0 0 20,926
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   412,881 4,062 SH   SOLE   0 0 4,062
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   1,046,393 10,442 SH   SOLE   0 0 10,442
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   227,717 562 SH   SOLE   0 0 562
ADOBE INC COM 00724F101   372,967 666 SH   SOLE   0 0 666
ALPHABET INC CAP STK CL A 02079K305   534,148 2,919 SH   SOLE   0 0 2,919
CONSTELLATION BRANDS INC CL A 21036P108   771,177 3,009 SH   SOLE   0 0 3,009
MICROSOFT CORP COM 594918104   10,110,040 22,136 SH   SOLE   0 0 22,136
VALERO ENERGY CORP COM 91913Y100   241,077 1,526 SH   SOLE   0 0 1,526
NISOURCE INC COM 65473P105   231,379 8,062 SH   SOLE   0 0 8,062
SIMON PPTY GROUP INC NEW COM 828806109   348,496 2,378 SH   SOLE   0 0 2,378
PGIM ETF TR PGIM ULTRA SH BD 69344A107   1,052,573 21,277 SH   SOLE   0 0 21,277
VANGUARD INDEX FDS SMALL CP ETF 922908751   696,735 3,221 SH   SOLE   0 0 3,221
VANGUARD INDEX FDS MID CAP ETF 922908629   649,128 2,702 SH   SOLE   0 0 2,702
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   293,088 5,076 SH   SOLE   0 0 5,076
ISHARES INC MSCI EMRG CHN 46434G764   375,451 6,341 SH   SOLE   0 0 6,341
AMPHENOL CORP NEW CL A 032095101   973,571 14,419 SH   SOLE   0 0 14,419
ETF SER SOLUTIONS DISTILLATE US 26922A321   933,427 18,328 SH   SOLE   0 0 18,328
WELLTOWER INC COM 95040Q104   379,704 3,651 SH   SOLE   0 0 3,651
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,480,996 10,934 SH   SOLE   0 0 10,934
ILLUMINA INC COM 452327109   259,424 2,459 SH   SOLE   0 0 2,459
BLACKROCK ETF TRUST US EQT FACTOR 09290C103   1,188,851 25,241 SH   SOLE   0 0 25,241
ISHARES TR EAFE GRWTH ETF 464288885   1,522,052 14,906 SH   SOLE   0 0 14,906
WABTEC COM 929740108   263,502 1,694 SH   SOLE   0 0 1,694
ELI LILLY & CO COM 532457108   39,014,910 42,669 SH   SOLE   0 0 42,669
AMERICAN CENTY ETF TR US SML CP VALU 025072877   243,008 2,724 SH   SOLE   0 0 2,724
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   872,224 13,969 SH   SOLE   0 0 13,969
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   296,786 4,855 SH   SOLE   0 0 4,855
AMERICAN CENTY ETF TR US EQT ETF 025072885   1,708,758 18,942 SH   SOLE   0 0 18,942
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   366,868 17,445 SH   SOLE   0 0 17,445
DIGITAL RLTY TR INC COM 253868103   315,974 2,077 SH   SOLE   0 0 2,077
ISHARES TR EAFE VALUE ETF 464288877   398,705 7,479 SH   SOLE   0 0 7,479
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   268,458 3,468 SH   SOLE   0 0 3,468
APTIV PLC SHS G6095L109   418,647 6,117 SH   SOLE   0 0 6,117
VISA INC COM CL A 92826C839   892,384 3,390 SH   SOLE   0 0 3,390
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   11,163,764 346,701 SH   SOLE   0 0 346,701
DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401   374,577 6,352 SH   SOLE   0 0 6,352
PIMCO ETF TR ACTIVE BD ETF 72201R775   505,856 5,620 SH   SOLE   0 0 5,620
VANGUARD INDEX FDS VALUE ETF 922908744   981,664 6,145 SH   SOLE   0 0 6,145
SPDR SER TR BLOOMBERG SHT TE 78468R408   223,845 9,026 SH   SOLE   0 0 9,026
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   6,231,123 150,729 SH   SOLE   0 0 150,729
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,539,243 54,026 SH   SOLE   0 0 54,026
AMERICAN TOWER CORP NEW COM 03027X100   1,081,856 5,576 SH   SOLE   0 0 5,576
IRON MTN INC DEL COM 46284V101   231,580 2,582 SH   SOLE   0 0 2,582
META PLATFORMS INC CL A 30303M102   1,152,940 2,284 SH   SOLE   0 0 2,284
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   705,168 22,071 SH   SOLE   0 0 22,071
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   273,401 12,478 SH   SOLE   0 0 12,478
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   899,059 31,557 SH   SOLE   0 0 31,557
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   261,516 9,936 SH   SOLE   0 0 9,936
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   268,298 9,948 SH   SOLE   0 0 9,948
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   5,886,855 223,920 SH   SOLE   0 0 223,920
LPL FINL HLDGS INC COM 50212V100   248,248 880 SH   SOLE   0 0 880
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   3,300,463 71,547 SH   SOLE   0 0 71,547
ISHARES TR CORE MSCI TOTAL 46432F834   611,216 9,043 SH   SOLE   0 0 9,043
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   331,462 13,360 SH   SOLE   0 0 13,360
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   204,826 677 SH   SOLE   0 0 677
SPDR SER TR PORTFLI HIGH YLD 78468R606   412,186 17,890 SH   SOLE   0 0 17,890
NVIDIA CORPORATION COM 67066G104   1,823,488 14,670 SH   SOLE   0 0 14,670
GRAINGER W W INC COM 384802104   268,857 300 SH   SOLE   0 0 300
ABBVIE INC COM 00287Y109   310,585 1,823 SH   SOLE   0 0 1,823
ISHARES INC CORE MSCI EMKT 46434G103   434,806 8,106 SH   SOLE   0 0 8,106
LENNOX INTL INC COM 526107107   202,156 386 SH   SOLE   0 0 386
WEST PHARMACEUTICAL SVSC INC COM 955306105   213,878 659 SH   SOLE   0 0 659
ZOETIS INC CL A 98978V103   799,218 4,631 SH   SOLE   0 0 4,631
BLACKSTONE INC COM 09260D107   366,690 3,000 SH   SOLE   0 0 3,000
PIMCO ETF TR MULTISECTOR BD 72201R585   2,065,468 81,126 SH   SOLE   0 0 81,126
QUALCOMM INC COM 747525103   273,641 1,368 SH   SOLE   0 0 1,368
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625   4,135,639 69,454 SH   SOLE   0 0 69,454
INTUITIVE SURGICAL INC COM NEW 46120E602   345,066 791 SH   SOLE   0 0 791
AMETEK INC COM 031100100   281,303 1,699 SH   SOLE   0 0 1,699
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575   734,018 14,016 SH   SOLE   0 0 14,016
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583   330,306 6,276 SH   SOLE   0 0 6,276
DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567   388,703 7,418 SH   SOLE   0 0 7,418
SPDR SER TR SSGA US LRG ETF 78468R804   537,528 3,545 SH   SOLE   0 0 3,545
CDW CORP COM 12514G108   760,151 3,468 SH   SOLE   0 0 3,468
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   304,098 4,551 SH   SOLE   0 0 4,551
ISHARES TR MSCI USA QLT FCT 46432F339   1,412,013 8,285 SH   SOLE   0 0 8,285
ISHARES TR U.S. TECH ETF 464287721   541,647 3,563 SH   SOLE   0 0 3,563
ISHARES TR S&P 500 VAL ETF 464287408   776,204 4,287 SH   SOLE   0 0 4,287
ISHARES TR S&P 500 GRWT ETF 464287309   1,679,725 18,017 SH   SOLE   0 0 18,017
ISHARES TR CORE S&P500 ETF 464287200   3,417,691 6,232 SH   SOLE   0 0 6,232
ROSS STORES INC COM 778296103   246,037 1,694 SH   SOLE   0 0 1,694
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   1,967,825 73,454 SH   SOLE   0 0 73,454
ISHARES TR 0-5YR HI YL CP 46434V407   207,611 4,949 SH   SOLE   0 0 4,949
ECOLAB INC COM 278865100   436,382 1,853 SH   SOLE   0 0 1,853
ISHARES TR MBS ETF 464288588   403,737 4,444 SH   SOLE   0 0 4,444
ISHARES TR PFD AND INCM SEC 464288687   294,226 9,408 SH   SOLE   0 0 9,408
SALESFORCE INC COM 79466L302   227,771 889 SH   SOLE   0 0 889
JPMORGAN CHASE & CO. COM 46625H100   347,827 1,693 SH   SOLE   0 0 1,693
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   404,988 10,731 SH   SOLE   0 0 10,731
CONOCOPHILLIPS COM 20825C104   216,721 1,895 SH   SOLE   0 0 1,895
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,592,396 52,414 SH   SOLE   0 0 52,414
TJX COS INC NEW COM 872540109   971,888 8,789 SH   SOLE   0 0 8,789
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   776,673 17,708 SH   SOLE   0 0 17,708
KLA CORP COM NEW 482480100   300,488 363 SH   SOLE   0 0 363
CATERPILLAR INC COM 149123101   332,700 1,011 SH   SOLE   0 0 1,011
ISHARES TR HDG MSCI EAFE 46434V803   236,461 6,631 SH   SOLE   0 0 6,631
ALPHABET INC CAP STK CL C 02079K107   857,510 4,648 SH   SOLE   0 0 4,648
APPLIED MATLS INC COM 038222105   218,892 922 SH   SOLE   0 0 922
ISHARES TR 20 YR TR BD ETF 464287432   268,022 2,981 SH   SOLE   0 0 2,981
SPDR SER TR PORTFOLIO S&P500 78464A854   332,245 5,180 SH   SOLE   0 0 5,180
EATON CORP PLC SHS G29183103   1,063,932 3,406 SH   SOLE   0 0 3,406
ISHARES TR CORE TOTAL USD 46434V613   1,645,485 36,705 SH   SOLE   0 0 36,705
GARTNER INC COM 366651107   526,053 1,192 SH   SOLE   0 0 1,192
LAM RESEARCH CORP COM 512807108   316,068 298 SH   SOLE   0 0 298
ROPER TECHNOLOGIES INC COM 776696106   395,529 703 SH   SOLE   0 0 703
EQUINIX INC COM 29444U700   270,446 356 SH   SOLE   0 0 356
BERKLEY W R CORP COM 084423102   264,875 3,352 SH   SOLE   0 0 3,352
CADENCE DESIGN SYSTEM INC COM 127387108   207,695 668 SH   SOLE   0 0 668
UNITEDHEALTH GROUP INC COM 91324P102   323,501 654 SH   SOLE   0 0 654
ISHARES TR EXPONENTIAL TECH 46434V381   343,923 5,856 SH   SOLE   0 0 5,856
BARINGS BDC INC COM 06759L103   138,078 14,191 SH   SOLE   0 0 14,191
NOVO-NORDISK A S ADR 670100205   233,254 1,604 SH   SOLE   0 0 1,604
SCHWAB CHARLES CORP COM 808513105   1,009,525 13,750 SH   SOLE   0 0 13,750
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   271,084 7,721 SH   SOLE   0 0 7,721
CROWN CASTLE INC COM 22822V101   236,879 2,468 SH   SOLE   0 0 2,468
APPLE INC COM 037833100   2,220,758 10,246 SH   SOLE   0 0 10,246