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
hours per response: 23.8
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   629,587 5,566 SH   SOLE 0 0 0 5,566
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   805,372 2,289 SH   SOLE 0 0 0 2,289
ALPHABET INC CAP STK CL A 02079K305   1,670,940 8,827 SH   SOLE 0 0 0 8,827
ALPHABET INC CAP STK CL C 02079K107   502,571 2,639 SH   SOLE 0 0 0 2,639
AMAZON COM INC COM 023135106   2,972,774 13,550 SH   SOLE 0 0 0 13,550
AMERICAN EXPRESS CO COM 025816109   337,153 1,136 SH   SOLE 0 0 0 1,136
ANALOG DEVICES INC COM 032654105   363,944 1,713 SH   SOLE 0 0 0 1,713
AON PLC SHS CL A G0403H108   255,126 710 SH   SOLE 0 0 0 710
APPLE INC COM 037833100   2,655,411 10,604 SH   SOLE 0 0 0 10,604
AUTOMATIC DATA PROCESSING IN COM 053015103   1,183,507 4,043 SH   SOLE 0 0 0 4,043
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   301,884 666 SH   SOLE 0 0 0 666
BLACKROCK INC COM 09290D101   256,485 250 SH   SOLE 0 0 0 250
BROADCOM INC COM 11135F101   572,332 2,469 SH   SOLE 0 0 0 2,469
CENCORA INC COM 03073E105   605,468 2,695 SH   SOLE 0 0 0 2,695
CISCO SYS INC COM 17275R102   688,141 11,624 SH   SOLE 0 0 0 11,624
COSTCO WHSL CORP NEW COM 22160K105   481,476 525 SH   SOLE 0 0 0 525
DANAHER CORPORATION COM 235851102   289,490 1,261 SH   SOLE 0 0 0 1,261
DEERE & CO COM 244199105   244,899 578 SH   SOLE 0 0 0 578
EATON CORP PLC SHS G29183103   375,013 1,130 SH   SOLE 0 0 0 1,130
ELI LILLY & CO COM 532457108   374,420 485 SH   SOLE 0 0 0 485
FIDELITY NATL INFORMATION SV COM 31620M106   226,253 2,801 SH   SOLE 0 0 0 2,801
GALLAGHER ARTHUR J & CO COM 363576109   658,126 2,319 SH   SOLE 0 0 0 2,319
GOLDMAN SACHS GROUP INC COM 38141G104   395,680 691 SH   SOLE 0 0 0 691
HILTON WORLDWIDE HLDGS INC COM 43300A203   232,330 940 SH   SOLE 0 0 0 940
HOME DEPOT INC COM 437076102   703,985 1,810 SH   SOLE 0 0 0 1,810
HONEYWELL INTL INC COM 438516106   310,147 1,373 SH   SOLE 0 0 0 1,373
HOULIHAN LOKEY INC CL A 441593100   737,226 4,245 SH   SOLE 0 0 0 4,245
INSPERITY INC COM 45778Q107   460,719 5,944 SH   SOLE 0 0 0 5,944
INTUITIVE SURGICAL INC COM NEW 46120E602   207,218 397 SH   SOLE 0 0 0 397
ISHARES TR CORE S&P US VLU 464287663   353,601 3,819 SH   SOLE 0 0 0 3,819
ISHARES TR US TREAS BD ETF 46429B267   802,226 34,910 SH   SOLE 0 199 0 34,711
ISHARES TR NATIONAL MUN ETF 464288414   2,885,264 27,079 SH   SOLE 0 0 0 27,079
ISHARES TR US INFRASTRUC 46435U713   462,087 9,982 SH   SOLE 0 63 0 9,919
ISHARES TR RUS 1000 GRW ETF 464287614   2,486,583 6,192 SH   SOLE 0 51 0 6,141
ISHARES TR RUS 1000 VAL ETF 464287598   1,582,306 8,547 SH   SOLE 0 0 0 8,547
ISHARES TR EAFE VALUE ETF 464288877   4,023,346 76,679 SH   SOLE 0 230 0 76,449
JPMORGAN CHASE & CO. COM 46625H100   1,364,266 5,691 SH   SOLE 0 0 0 5,691
KKR & CO INC COM 48251W104   200,122 1,353 SH   SOLE 0 0 0 1,353
META PLATFORMS INC CL A 30303M102   1,372,471 2,344 SH   SOLE 0 0 0 2,344
MICROSOFT CORP COM 594918104   2,614,843 6,204 SH   SOLE 0 0 0 6,204
MORGAN STANLEY COM NEW 617446448   823,619 6,551 SH   SOLE 0 0 0 6,551
NEXTERA ENERGY INC COM 65339F101   544,886 7,601 SH   SOLE 0 0 0 7,601
NVIDIA CORPORATION COM 67066G104   2,643,768 19,687 SH   SOLE 0 0 0 19,687
ORACLE CORP COM 68389X105   364,775 2,189 SH   SOLE 0 0 0 2,189
PAYCHEX INC COM 704326107   650,134 4,637 SH   SOLE 0 0 0 4,637
PEPSICO INC COM 713448108   299,178 1,968 SH   SOLE 0 0 0 1,968
PHILLIPS 66 COM 718546104   459,740 4,035 SH   SOLE 0 0 0 4,035
PINTEREST INC CL A 72352L106   216,833 7,477 SH   SOLE 0 0 0 7,477
PROCTER AND GAMBLE CO COM 742718109   801,453 4,781 SH   SOLE 0 0 0 4,781
PROLOGIS INC. COM 74340W103   372,342 3,523 SH   SOLE 0 0 0 3,523
SALESFORCE INC COM 79466L302   326,640 977 SH   SOLE 0 0 0 977
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   20,686,661 757,198 SH   SOLE 0 3,034 0 754,164
SPDR GOLD TR GOLD SHS 78463V107   207,505 857 SH   SOLE 0 3 0 854
SPDR S&P 500 ETF TR TR UNIT 78462F103   468,261 799 SH   SOLE 0 0 0 799
SPDR SER TR PORTFOLIO INTRMD 78464A375   2,384,967 72,801 SH   SOLE 0 416 0 72,385
SPDR SER TR PORTFOLIO LN TSR 78464A664   1,067,194 40,748 SH   SOLE 0 233 0 40,515
SPDR SER TR NUVEEN BLOOMBERG 78464A284   336,710 13,163 SH   SOLE 0 25 0 13,138
SPDR SER TR NUVEEN BLMBRG SH 78468R739   2,046,828 43,191 SH   SOLE 0 71 0 43,120
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,060,938 5,372 SH   SOLE 0 0 0 5,372
TARGET CORP COM 87612E106   218,947 1,620 SH   SOLE 0 0 0 1,620
TE CONNECTIVITY PLC ORD SHS G87052109   533,763 3,733 SH   SOLE 0 0 0 3,733
TESLA INC COM 88160R101   302,880 750 SH   SOLE 0 0 0 750
THERMO FISHER SCIENTIFIC INC COM 883556102   254,934 490 SH   SOLE 0 0 0 490
UNION PAC CORP COM 907818108   736,314 3,229 SH   SOLE 0 0 0 3,229
UNITEDHEALTH GROUP INC COM 91324P102   748,239 1,479 SH   SOLE 0 0 0 1,479
VANGUARD INDEX FDS SMALL CP ETF 922908751   330,145 1,374 SH   SOLE 0 0 0 1,374
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   661,861 7,430 SH   SOLE 0 40 0 7,390
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   29,549,725 54,843 SH   SOLE 0 197 0 54,646
VANGUARD INDEX FDS EXTEND MKT ETF 922908652   8,881,908 46,752 SH   SOLE 0 127 0 46,625
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   210,730 1,794 SH   SOLE 0 0 0 1,794
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771   1,920,499 42,358 SH   SOLE 0 254 0 42,104
VANGUARD WORLD FD MEGA GRWTH IND 921910816   8,856,779 25,791 SH   SOLE 0 120 0 25,671
VANGUARD WORLD FD INF TECH ETF 92204A702   3,699,192 5,949 SH   SOLE 0 24 0 5,925
VISA INC COM CL A 92826C839   621,967 1,968 SH   SOLE 0 0 0 1,968
WALMART INC COM 931142103   257,046 2,845 SH   SOLE 0 0 0 2,845