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
3M CO COM 88579Y101   219,411 1,700 SH   SOLE   0 0 1,700
ABBOTT LABS COM 002824100   236,287 2,089 SH   SOLE   0 0 2,089
ABBVIE INC COM 00287Y109   439,452 2,473 SH   SOLE   0 0 2,473
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   281,432 800 SH   SOLE   0 0 800
ADOBE INC COM 00724F101   247,687 557 SH   SOLE   0 0 557
ALLIANT ENERGY CORP COM 018802108   210,124 3,553 SH   SOLE   0 0 3,553
ALPHABET INC CAP STK CL A 02079K305   839,367 4,434 SH   SOLE   0 0 4,434
ALPHABET INC CAP STK CL C 02079K107   855,266 4,491 SH   SOLE   0 0 4,491
AMAZON COM INC COM 023135106   3,086,932 14,071 SH   SOLE   0 0 14,071
AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323   207,927 3,825 SH   SOLE   0 0 3,825
AMERICAN CENTY ETF TR US SML CP VALU 025072877   221,343 2,293 SH   SOLE   0 0 2,293
AMERICAN CENTY ETF TR INTL EQT ETF 025072703   1,041,326 16,968 SH   SOLE   0 0 16,968
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   636,754 10,831 SH   SOLE   0 0 10,831
AMERICAN CENTY ETF TR US EQT ETF 025072885   3,133,650 32,329 SH   SOLE   0 0 32,329
AMERICAN TOWER CORP NEW COM 03027X100   966,938 5,272 SH   SOLE   0 0 5,272
AMETEK INC COM 031100100   288,777 1,602 SH   SOLE   0 0 1,602
AMPHENOL CORP NEW CL A 032095101   742,559 10,692 SH   SOLE   0 0 10,692
APPLE INC COM 037833100   3,163,739 12,634 SH   SOLE   0 0 12,634
ARISTA NETWORKS INC COM SHS 040413205   237,308 2,147 SH   SOLE   0 0 2,147
AUTOMATIC DATA PROCESSING IN COM 053015103   1,000,844 3,419 SH   SOLE   0 0 3,419
BARINGS BDC INC COM 06759L103   127,137 13,285 SH   SOLE   0 0 13,285
BERKLEY W R CORP COM 084423102   313,609 5,359 SH   SOLE   0 0 5,359
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   254,743 562 SH   SOLE   0 0 562
BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103   1,718,515 33,532 SH   SOLE   0 0 33,532
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603   379,070 7,287 SH   SOLE   0 0 7,287
BLACKSTONE INC COM 09260D107   586,228 3,400 SH   SOLE   0 0 3,400
BOSTON SCIENTIFIC CORP COM 101137107   204,543 2,290 SH   SOLE   0 0 2,290
BROADCOM INC COM 11135F101   357,265 1,541 SH   SOLE   0 0 1,541
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   278,091 1,230 SH   SOLE   0 0 1,230
CADENCE DESIGN SYSTEM INC COM 127387108   457,901 1,524 SH   SOLE   0 0 1,524
CATERPILLAR INC COM 149123101   352,965 973 SH   SOLE   0 0 973
COCA COLA CO COM 191216100   217,536 3,494 SH   SOLE   0 0 3,494
CONSTELLATION BRANDS INC CL A 21036P108   514,930 2,330 SH   SOLE   0 0 2,330
COOPER COS INC COM 216648501   843,734 9,178 SH   SOLE   0 0 9,178
COSTCO WHSL CORP NEW COM 22160K105   597,685 652 SH   SOLE   0 0 652
CROWN CASTLE INC COM 22822V101   234,615 2,585 SH   SOLE   0 0 2,585
DBX ETF TR XTRACK USD HIGH 233051432   265,801 7,367 SH   SOLE   0 0 7,367
DIGITAL RLTY TR INC COM 253868103   368,669 2,079 SH   SOLE   0 0 2,079
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708   20,060,367 579,947 SH   SOLE   0 0 579,947
DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872   5,469,789 132,537 SH   SOLE   0 0 132,537
DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864   2,035,284 43,415 SH   SOLE   0 0 43,415
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831   760,782 22,515 SH   SOLE   0 0 22,515
DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823   260,428 11,192 SH   SOLE   0 0 11,192
DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815   816,470 26,526 SH   SOLE   0 0 26,526
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765   228,786 9,068 SH   SOLE   0 0 9,068
DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781   240,591 9,055 SH   SOLE   0 0 9,055
DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799   9,553,419 369,643 SH   SOLE   0 0 369,643
DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658   679,441 26,603 SH   SOLE   0 0 26,603
DIMENSIONAL ETF TRUST US CORE EQUITY 1 25434V625   12,998,495 202,595 SH   SOLE   0 0 202,595
DIMENSIONAL ETF TRUST GLOBAL EX US COR 25434V575   613,504 11,726 SH   SOLE   0 0 11,726
DIMENSIONAL ETF TRUST GLOBAL CR ETF 25434V567   287,617 5,468 SH   SOLE   0 0 5,468
DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732   3,661,025 139,787 SH   SOLE   0 0 139,787
EATON CORP PLC SHS G29183103   927,577 2,795 SH   SOLE   0 0 2,795
ECOLAB INC COM 278865100   339,530 1,449 SH   SOLE   0 0 1,449
ELI LILLY & CO COM 532457108   10,543,753 13,658 SH   SOLE   0 0 13,658
EQUIFAX INC COM 294429105   200,057 785 SH   SOLE   0 0 785
EQUINIX INC COM 29444U700   357,355 379 SH   SOLE   0 0 379
ETF SER SOLUTIONS DISTILLATE US 26922A321   634,864 11,559 SH   SOLE   0 0 11,559
FAIR ISAAC CORP COM 303250104   378,277 190 SH   SOLE   0 0 190
GALLAGHER ARTHUR J & CO COM 363576109   237,015 835 SH   SOLE   0 0 835
GARTNER INC COM 366651107   333,800 689 SH   SOLE   0 0 689
GODADDY INC CL A 380237107   222,436 1,127 SH   SOLE   0 0 1,127
GRAINGER W W INC COM 384802104   287,756 273 SH   SOLE   0 0 273
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109   205,109 2,771 SH   SOLE   0 0 2,771
HEICO CORP NEW CL A 422806208   210,270 1,130 SH   SOLE   0 0 1,130
HERSHEY CO COM 427866108   243,176 1,436 SH   SOLE   0 0 1,436
HOME DEPOT INC COM 437076102   313,117 805 SH   SOLE   0 0 805
HOULIHAN LOKEY INC CL A 441593100   257,017 1,480 SH   SOLE   0 0 1,480
ILLUMINA INC COM 452327109   374,699 2,804 SH   SOLE   0 0 2,804
INTERNATIONAL BUSINESS MACHS COM 459200101   226,205 1,029 SH   SOLE   0 0 1,029
INTUITIVE SURGICAL INC COM NEW 46120E602   271,419 520 SH   SOLE   0 0 520
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649   507,184 2,410 SH   SOLE   0 0 2,410
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233   3,333,031 66,714 SH   SOLE   0 0 66,714
INVESCO QQQ TR UNIT SER 1 46090E103   1,842,774 3,605 SH   SOLE   0 0 3,605
IQVIA HLDGS INC COM 46266C105   662,239 3,370 SH   SOLE   0 0 3,370
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   202,863 3,824 SH   SOLE   0 0 3,824
ISHARES INC MSCI EMRG CHN 46434G764   653,589 11,787 SH   SOLE   0 0 11,787
ISHARES INC CORE MSCI EMKT 46434G103   333,529 6,387 SH   SOLE   0 0 6,387
ISHARES TR MORNINGSTAR GRWT 464287119   505,165 5,638 SH   SOLE   0 0 5,638
ISHARES TR 1 3 YR TREAS BD 464287457   1,334,143 16,274 SH   SOLE   0 0 16,274
ISHARES TR ESG AWR MSCI USA 46435G425   335,963 2,608 SH   SOLE   0 0 2,608
ISHARES TR EAFE GRWTH ETF 464288885   1,774,603 18,327 SH   SOLE   0 0 18,327
ISHARES TR EAFE VALUE ETF 464288877   1,356,507 25,853 SH   SOLE   0 0 25,853
ISHARES TR CORE MSCI TOTAL 46432F834   602,535 9,110 SH   SOLE   0 0 9,110
ISHARES TR MSCI USA QLT FCT 46432F339   1,925,223 10,811 SH   SOLE   0 0 10,811
ISHARES TR MSCI USA MMENTM 46432F396   310,587 1,501 SH   SOLE   0 0 1,501
ISHARES TR U.S. TECH ETF 464287721   689,126 4,320 SH   SOLE   0 0 4,320
ISHARES TR S&P 500 VAL ETF 464287408   1,064,156 5,575 SH   SOLE   0 0 5,575
ISHARES TR S&P 500 GRWT ETF 464287309   2,168,579 21,359 SH   SOLE   0 0 21,359
ISHARES TR CORE S&P500 ETF 464287200   3,984,775 6,769 SH   SOLE   0 0 6,769
ISHARES TR MBS ETF 464288588   690,717 7,534 SH   SOLE   0 0 7,534
ISHARES TR PFD AND INCM SEC 464288687   294,550 9,369 SH   SOLE   0 0 9,369
ISHARES TR 20 YR TR BD ETF 464287432   316,484 3,624 SH   SOLE   0 0 3,624
ISHARES TR CORE TOTAL USD 46434V613   2,234,281 49,431 SH   SOLE   0 0 49,431
ISHARES TR EXPONENTIAL TECH 46434V381   311,306 5,218 SH   SOLE   0 0 5,218
JPMORGAN CHASE & CO. COM 46625H100   456,648 1,905 SH   SOLE   0 0 1,905
KIMBERLY-CLARK CORP COM 494368103   245,831 1,876 SH   SOLE   0 0 1,876
KLA CORP COM NEW 482480100   258,979 411 SH   SOLE   0 0 411
LABCORP HOLDINGS INC COM SHS 504922105   354,758 1,547 SH   SOLE   0 0 1,547
LAM RESEARCH CORP COM NEW 512807306   355,949 4,928 SH   SOLE   0 0 4,928
LENNOX INTL INC COM 526107107   248,594 408 SH   SOLE   0 0 408
LOCKHEED MARTIN CORP COM 539830109   228,878 471 SH   SOLE   0 0 471
LPL FINL HLDGS INC COM 50212V100   312,797 958 SH   SOLE   0 0 958
MASTERCARD INCORPORATED CL A 57636Q104   1,754,005 3,331 SH   SOLE   0 0 3,331
META PLATFORMS INC CL A 30303M102   1,619,812 2,766 SH   SOLE   0 0 2,766
MICROSOFT CORP COM 594918104   3,251,561 7,714 SH   SOLE   0 0 7,714
MONSTER BEVERAGE CORP NEW COM 61174X109   210,503 4,005 SH   SOLE   0 0 4,005
MOTOROLA SOLUTIONS INC COM NEW 620076307   241,746 523 SH   SOLE   0 0 523
NETFLIX INC COM 64110L106   547,270 614 SH   SOLE   0 0 614
NISOURCE INC COM 65473P105   296,359 8,062 SH   SOLE   0 0 8,062
NVIDIA CORPORATION COM 67066G104   1,682,660 12,530 SH   SOLE   0 0 12,530
PALO ALTO NETWORKS INC COM 697435105   213,257 1,172 SH   SOLE   0 0 1,172
PIMCO ETF TR ACTIVE BD ETF 72201R775   3,789,773 41,913 SH   SOLE   0 0 41,913
PIMCO ETF TR MULTISECTOR BD 72201R585   5,270,028 203,319 SH   SOLE   0 0 203,319
POOL CORP COM 73278L105   226,725 665 SH   SOLE   0 0 665
PROCTER AND GAMBLE CO COM 742718109   2,766,560 16,502 SH   SOLE   0 0 16,502
PROLOGIS INC. COM 74340W103   296,594 2,806 SH   SOLE   0 0 2,806
PUBLIC STORAGE OPER CO COM 74460D109   214,399 716 SH   SOLE   0 0 716
ROPER TECHNOLOGIES INC COM 776696106   453,309 872 SH   SOLE   0 0 872
ROSS STORES INC COM 778296103   207,542 1,372 SH   SOLE   0 0 1,372
SALESFORCE INC COM 79466L302   347,035 1,038 SH   SOLE   0 0 1,038
SCHWAB CHARLES CORP COM 808513105   824,545 11,141 SH   SOLE   0 0 11,141
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805   239,427 12,942 SH   SOLE   0 0 12,942
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201   4,552,784 196,410 SH   SOLE   0 0 196,410
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300   407,259 14,613 SH   SOLE   0 0 14,613
SCHWAB STRATEGIC TR US AGGREGATE B 808524839   542,167 23,884 SH   SOLE   0 0 23,884
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   361,389 13,228 SH   SOLE   0 0 13,228
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   331,046 13,980 SH   SOLE   0 0 13,980
SILA REALTY TRUST INC COMMON STOCK 146280508   323,991 13,322 SH   SOLE   0 0 13,322
SIMON PPTY GROUP INC NEW COM 828806109   416,674 2,420 SH   SOLE   0 0 2,420
SPDR GOLD TR GOLD SHS 78463V107   1,710,891 7,066 SH   SOLE   0 0 7,066
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509   378,098 9,854 SH   SOLE   0 0 9,854
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   235,668 6,905 SH   SOLE   0 0 6,905
SPDR S&P 500 ETF TR TR UNIT 78462F103   694,980 1,186 SH   SOLE   0 0 1,186
SPDR SER TR SSGA US LRG ETF 78468R804   569,974 3,450 SH   SOLE   0 0 3,450
SPDR SER TR PORTFOLIO S&P500 78464A854   1,542,257 22,371 SH   SOLE   0 0 22,371
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   419,389 4,587 SH   SOLE   0 0 4,587
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   210,593 2,779 SH   SOLE   0 0 2,779
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   204,205 1,034 SH   SOLE   0 0 1,034
TELEDYNE TECHNOLOGIES INC COM 879360105   409,363 882 SH   SOLE   0 0 882
TESLA INC COM 88160R101   233,206 577 SH   SOLE   0 0 577
TJX COS INC NEW COM 872540109   846,153 7,004 SH   SOLE   0 0 7,004
UNITEDHEALTH GROUP INC COM 91324P102   259,506 513 SH   SOLE   0 0 513
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   204,048 4,160 SH   SOLE   0 0 4,160
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   523,395 2,755 SH   SOLE   0 0 2,755
VANGUARD INDEX FDS SMALL CP ETF 922908751   651,639 2,712 SH   SOLE   0 0 2,712
VANGUARD INDEX FDS MID CAP ETF 922908629   732,279 2,772 SH   SOLE   0 0 2,772
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   5,295,963 9,829 SH   SOLE   0 0 9,829
VANGUARD INDEX FDS VALUE ETF 922908744   878,836 5,191 SH   SOLE   0 0 5,191
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   741,722 16,842 SH   SOLE   0 0 16,842
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   499,456 4,835 SH   SOLE   0 0 4,835
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   2,382,392 49,820 SH   SOLE   0 0 49,820
VERISK ANALYTICS INC COM 92345Y106   210,704 765 SH   SOLE   0 0 765
VIMEO INC COMMON STOCK 92719V100   67,392 10,530 SH   SOLE   0 0 10,530
VISA INC COM CL A 92826C839   1,120,678 3,546 SH   SOLE   0 0 3,546
WABTEC COM 929740108   250,828 1,323 SH   SOLE   0 0 1,323
WELLTOWER INC COM 95040Q104   445,516 3,535 SH   SOLE   0 0 3,535
WEST PHARMACEUTICAL SVSC INC COM 955306105   220,120 672 SH   SOLE   0 0 672
ZOETIS INC CL A 98978V103   631,191 3,874 SH   SOLE   0 0 3,874