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   83,683 734 SH   SOLE   734 0 0
ABBVIE INC COM 00287Y109   144,950 734 SH   SOLE   734 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   136,090 385 SH   SOLE   385 0 0
ALPHABET INC CAP STK CL A 02079K305   368,287 2,221 SH   SOLE   2,221 0 0
ALPHABET INC CAP STK CL C 02079K107   193,940 1,160 SH   SOLE   1,160 0 0
AMAZON COM INC COM 023135106   203,845 1,094 SH   SOLE   1,094 0 0
AMETEK INC COM 031100100   485,596 2,828 SH   SOLE   2,828 0 0
ANALOG DEVICES INC COM 032654105   538,828 2,341 SH   SOLE   2,341 0 0
APPLE INC COM 037833100   8,478,987 36,391 SH   SOLE   36,391 0 0
APPLIED MATLS INC COM 038222105   120,830 598 SH   SOLE   598 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   299,169 650 SH   SOLE   650 0 0
BROADCOM INC COM 11135F101   5,193 30 SH   SOLE   30 0 0
CHEVRON CORP NEW COM 166764100   155,664 1,057 SH   SOLE   1,057 0 0
CISCO SYS INC COM 17275R102   10,271 193 SH   SOLE   193 0 0
COCA COLA CO COM 191216100   126,699 1,763 SH   SOLE   1,763 0 0
COLUMBIA ETF TR II EM CORE EX ETF 19762B202   21,433,905 656,073 SH   SOLE   656,073 0 0
DBX ETF TR XTRACK MSCI EAFE 233051200   49,831,863 1,185,908 SH   SOLE   1,185,908 0 0
ELI LILLY & CO COM 532457108   41,665 47 SH   SOLE   47 0 0
EXXON MOBIL CORP COM 30231G102   110,890 946 SH   SOLE   946 0 0
GE AEROSPACE COM NEW 369604301   27,344 145 SH   SOLE   145 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   372,613 1,685 SH   SOLE   1,685 0 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   241,020 1,200 SH   SOLE   1,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   379,418 777 SH   SOLE   777 0 0
ISHARES TR CORE S&P500 ETF 464287200   703,720 1,220 SH   SOLE   1,220 0 0
ISHARES TR RUS 1000 ETF 464287622   494,850 1,574 SH   SOLE   1,574 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   16,745,666 44,610 SH   SOLE   44,610 0 0
ISHARES TR RUSSELL 3000 ETF 464287689   16,812,998 51,458 SH   SOLE   51,458 0 0
ISHARES TR CORE US AGGBD ET 464287226   202,034 1,995 SH   SOLE   1,995 0 0
ISHARES TR CORE S&P TTL STK 464287150   59,342,293 472,395 SH   SOLE   472,395 0 0
ISHARES TR MSCI USA MIN VOL 46429B697   930,449 10,190 SH   SOLE   10,190 0 0
ISHARES TR ESG AW MSCI EAFE 46435G516   309,409 3,676 SH   SOLE   3,676 0 0
JOHNSON & JOHNSON COM 478160104   393,797 2,430 SH   SOLE   2,430 0 0
JPMORGAN CHASE & CO. COM 46625H100   208,454 989 SH   SOLE   989 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101   2,214,597 316,371 SH   SOLE   316,371 0 0
MASTERCARD INCORPORATED CL A 57636Q104   49,380 100 SH   SOLE   100 0 0
MCDONALDS CORP COM 580135101   3,238,782 10,636 SH   SOLE   10,636 0 0
MERCK & CO INC COM 58933Y105   238,476 2,100 SH   SOLE   2,100 0 0
META PLATFORMS INC CL A 30303M102   1,071,235 1,871 SH   SOLE   1,871 0 0
MICROSOFT CORP COM 594918104   547,211 1,272 SH   SOLE   1,272 0 0
MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106   7,505,174 125,279 SH   SOLE   125,279 0 0
MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205   18,753,317 261,781 SH   SOLE   261,781 0 0
NORFOLK SOUTHN CORP COM 655844108   101,388 408 SH   SOLE   408 0 0
NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201   9,006,505 108,998 SH   SOLE   108,998 0 0
NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300   11,121,634 266,578 SH   SOLE   266,578 0 0
NVIDIA CORPORATION COM 67066G104   23,075 190 SH   SOLE   190 0 0
ORACLE CORP COM 68389X105   2,563 15 SH   SOLE   15 0 0
PACER FDS TR US CASH COWS 100 69374H881   44,987,547 777,927 SH   SOLE   777,927 0 0
PAYCHEX INC COM 704326107   194,576 1,450 SH   SOLE   1,450 0 0
PEPSICO INC COM 713448108   87,916 517 SH   SOLE   517 0 0
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870   47,354,825 830,932 SH   SOLE   830,932 0 0
PROCTER AND GAMBLE CO COM 742718109   217,621 1,256 SH   SOLE   1,256 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   402,530 1,783 SH   SOLE   1,783 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   813,592 1,418 SH   SOLE   1,418 0 0
SPDR SER TR S&P DIVID ETF 78464A763   994,652 7,003 SH   SOLE   7,003 0 0
SPDR SER TR PORTFLI INTRMDIT 78464A672   36,552,880 1,257,842 SH   SOLE   1,257,842 0 0
SPDR SER TR PORTFOLIO LN TSR 78464A664   22,916,758 788,330 SH   SOLE   788,330 0 0
SPDR SER TR PORTFOLIO S&P500 78464A854   50,980,990 755,162 SH   SOLE   755,162 0 0
SPDR SER TR PORTFOLIO SH TSR 78468R101   10,659,523 362,446 SH   SOLE   362,446 0 0
TESLA INC COM 88160R101   5,233 20 SH   SOLE   20 0 0
UNITEDHEALTH GROUP INC COM 91324P102   29,234 50 SH   SOLE   50 0 0
UPWORK INC COM 91688F104   319,394 30,564 SH   SOLE   30,564 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   34,460,475 121,700 SH   SOLE   121,700 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751   246,641 1,040 SH   SOLE   1,040 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736   15,356,721 39,999 SH   SOLE   39,999 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   9,409,559 152,902 SH   SOLE   152,902 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   50,146 1,117 SH   SOLE   1,117 0 0